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AVEVA Plant

(12.1)
AVEVA Engineering Tags
User Training

TM-3550

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AVEVA Solutions Limited and its subsidiaries.
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Revision Log
Date

Revision

Description of Revision

Author
KI, JB
KI
KI
KI
KI

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

0.1
0.2
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2.0
2.1

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

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

2.2
3.0
4.0
4.1
5.0

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

KI
KI
KI
KI
KI

Reviewed

Approved

JB
JB
JB
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BT
BT
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JB
JB

BT

JB
JB

GC

Updates
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1.1

AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free
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1.2

AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar
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the performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year
in which the user's claim is brought.

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Clauses 1.1 to 1.3 shall apply to the fullest extent permissible at law.

1.5

In the event of any conflict between the above clauses and the analogous clauses in the software
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The AVEVA software described in this guide is to be installed and operated strictly in accordance with the
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Unauthorised or unlicensed use of the software is strictly prohibited.
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breach results from a user's modification of the AVEVA software or associated documentation.
AVEVA Solutions Limited, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom
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Printed by AVEVA Solutions on 18 October 2013
© AVEVA Solutions and its subsidiaries 2001 – 2013
AVEVA Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom.
The AVEVA Tags user interface is based on the Microsoft® Office Fluent

TM

user interface.

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AVEVA and Tribon are registered trademarks of AVEVA Solutions Limited or its subsidiaries. Unauthorised
use of the AVEVA or Tribon trademarks is strictly forbidden.
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4

............................5 Editing Claimed Records ............................1...2 Multi-Records Edit – A Worked Example.........................................................................................................1.............1 Editing Multi-disciplinary Teams Data ............1.... 34 5.... 29 5.................................................................. 11 2.........................................9................................................................. 16 3..............2.....3................................................................................... 9 1....3 Editing List Data Records ....................................................... 33 5............................8.................................... 36 5..................................................1 AVEVA Tags Title Bar ..................................................................1 Editing Claimed Records .................7 Column Numbers Summaries Calculations ..........................................2 Tab Menus ........................................................1..........10 Find and Replace Text in List Data ....................................3 Prerequisites ......7...........................................................................................................1 Direct (Manual) Records Creation in List View – A Worked Example .................................1 AVEVA Engineering Concept .............................................3 Manage Tab..............A Worked Example................ 10 2 Overview of the AVEVA Engineering Application ................... 20 4....................................................1.. All rights reserved.....................................................1 Find and Replace Text in List Data – A Worked Example ............................................8 Copying List Data... 21 4.................. 34 5...............3................. 62 5.................................................................................................1.5 Modules ...............................1 Column Number Summaries Calculations – A Worked Example ...........................................................................................................9 Autonaming Records... 9 1..........................................................................................................8................................ 9 1.............. 41 5...............................2................... 61 5.......Create and Modify Records ............................................2.................................................2............................................................................................................... 14 3 AVEVA Engineering Basic Workflow.....................................6 Modifying List Columns Units of Measure ..... 50 5...........4.....1 AVEVA Engineering (Basic) Workflow.......................................1........................... 61 5............................................1 Direct Data Entry – A Worked Example ................................................................................................................... 24 4..1 Records Creation in List View .. 16 4 AVEVA Engineering User Interface Overview ...1... ................................4 Course Structure.................. 63 5.................................... 9 1.......................... 21 4...................... 23 4..............................Contents 1 Introduction .........2. 63 5.......1...................................................................................... 68 Exercise 2 ........................4 Editing Multi-disciplinary Teams Data ......... 71 www................6 Training Course Setup ....................................................................................2 Objectives . AVEVA Solutions Limited and its subsidiaries...........................................................1 Adding Menu to Quick Access Toolbar – A Worked Example.................... 11 2........... 22 4......................................................................2...................................... 23 4..............2 Quick Access Toolbar ......1 Project Tab............. 28 5.................5 Using this guide ................................aveva...2 Multiple Cells Copy of List Data -A Worked Example ................A Worked Example ..................................................................................................................................... 45 5...................................................................................................................................................................2 Changing Column Headings Units of Measure – A Worked Example.................................6........1 Applying User Defined Units Sets to Columns Headings – A Worked Example ....1..........2.......................... 24 4............................................................ 58 5..................................10......com 6 Creating \ Editing Records Using Excel Import/Export Tool............4 Options ................................................. 12 2.............2 Get Work ............................................. 9 1......1................................................... 9 1.............................................................................................................................................................................2..........................1 Single Cell Copy of List Data – A Worked Example ................6...1.................. 19 4.. 50 5............1.2 List Data Entry & Editing ..... 36 5.................... 55 5.2...............................................................................................................................1 Save Work ......3 Data Entry Using Reference List – A Worked Example........................2 AVEVA Engineering deliverables ....5 Admin Tab......1..... 45 5...............................1 Single Cell Edit – A Worked Example ...................................................................................................................................................................................5.................. 38 5.................1 Applying Autonaming to Existing Records – A Worked Example .....2 Home Tab ............................................2.......................................................1.... 20 4................ 27 5 Create and Edit Lists Records................................................... 68 5........1 Aim................................................................................................................................................................................... 25 4..................1.......................3 AVEVA Engineering (Tags) Integration with AVEVA Products..............3 Message Log ..... 33 5..............2 Data Entry Using Lists of Values Fields – A Worked Example..........................................................3 Help ................................ 26 4.......................................................... 29 5........................1.......................................................................................................................................... 19 4................................................ 41 5..........................2.................. 19 4......................... 74 5 © Copyright 1974 to current year.2.............2.........................2....................................................................... 25 4..................4 View Tab ........................................... 58 5..1.................................................................. 26 Exercise 1 – AVEVA Tags User Interface – Basic Overview .

..2 9....................................................................2 10...............................4...............................................1 Example 9...... 211 10............ 129 8.... 202 Exercise 6 – Compare/Update/Link.1.......Deliverables ............1.......................... 205 10........................A Worked Example .......................4. 198 9..........A Worked Example..................................A Worked Example ...............................AVEVA Engineering (12.......2. 94 7............. 128 8.......................................2 View and Highlight Items on Schematic Diagrams and 3D Model in List View ......................... 221 © Copyright 1974 to current year.............5 Editing Lists Fields..1.........................A Worked Example... 100 Modifying List Layout ............. 160 Compare / Update – AVEVA Engineering and AVEVA Instrumentation ...........1 Generate Schematic Model in a List View – Worked Example.........A Worked Example........... 126 8............................................................ 137 9............................ 84 6.2 Excel WorkSheet Import – A Worked Example...3 9....................2 View/Edit Datasheets .................... 118 8............................A Worked Example.........3..................................1... 136 9 Compare/Update/Link.......aveva.....................................1.........Engineering and Schematic Databases – A Worked Example .2 Creating a List – Worked Example – A Worked Example ............. 204 10........................ 74 6...........3 10.......................... 109 Modifying Sub-List Display ............................... 204 10................1 Compare/Update ..................3 Compare / Update Via Advanced Configuration – A Worked Example ... AVEVA Solutions Limited and its subsidiaries...................................................................2 7............................1... 140 Comparison by Source Mode .......................3 Managing Lists View Fields......................................Worked Example – A Worked Example .....................1 Formatting Excel Import Files ...... 189 9............ 100 7...3............................................. 115 8 Lists Records Management ........A Worked Example.........................1....................1 Highlight Changes between Last and Current Session – A Worked Example ................. 219 Print Datasheets.......................1............................ 208 10..3.. 137 9..............3 Exporting Data to Excel Output.................2............3............................ 84 6............3......................................................... 147 Comparison by Destination Mode ...... 103 Adding Multi-Level Column to List Field ......... 106 Modifying List Sorting Order....................1 Create Datasheet Instance – A Worked Example ...........2 Exporting Selected Data from Database to Excel File – A Worked Example .................... 156 Compare/Update -AVEVA Engineering & AVEVA Instrumentation..................1..................................................................................................................................................com Datasheets Export/Import ....1......................... 126 8...........1...................... 94 7.....2 Status Statistical Report for List Records.............................................4 Highlight Changes between Sessions in a List View .........................A Worked Example....3........................ 218 10......A Worked Example.....1 10........4....1...............2 Changes and History between Selected Sessions – A Worked Example ............. 208 Edit Datasheets Units of Measure ................................................................1 Status Statistical Report for List Records – A Worked Example ................1 View and Change Status of Lists Data..3 View History of Status Changes for Elements...............................4 7....1....................... 75 6.....................................1.................1................... 118 8............................................1....4....1...............................................5 Datasheets Data Entry .........................................................1 Add and Change Status of Items in a Lifecycle – A Worked Example ... 218 Datasheets Publishing .....................2 10....................1......................1 Exporting Data from Current Lists View – A Worked Example..AVEVA Engineering & AVEVA P&ID ........................................................................................................................1 Creating Category ................2..............1........................3............ 94 7...........................................................1) Tags (User Training) TM-3550 6...... 129 8.1 10............................................................. 118 8............ 96 7........................... 189 9..............4 Display Document Links in Lists View – Worked Example ...........................................A Worked Example ................4..................A Worked Example .................................3...................3.......1.............................1..A Worked Example ...4 Compare/Update Configuration Setup .....................1 View History of Status Changes for List Records – Worked Example.................................1............... 210 Datasheets Publishing Configuration ................1............1 9...........3.......................... 203 10 AVEVA Engineering ... 112 Exercise 4 – Category and List Management .......1 Categories Creations and List Management....................................1 10...1 7.................. 6 ......1..... All rights reserved...............................................3 Generate Schematic Models of Equipment Items in a List View .......1 View and Highlight Items on Schematic Diagrams in List View..............3 7............1....Excel Import / Export..............3 Datasheets Issues and Revisions ............1.............................2 9...................... 138 9................... 93 7 Categories and List Management .......1.............................................3..................1.................1 Compare / Update .........................................1......A Worked Example .......2.....A Worked 170 Compare / Update – AVEVA Engineering and AVEVA P&ID data Integration..1........... 86 Exercise 3 ...................A Worked Example ..4 Datasheets Issues & Revision ..........1.............1 Configuration Setup ....1.. 178 9........ 130 Exercise 5 – List Manage ....................4........ 198 9..........................1 Datasheets Deliverables... 128 8...................... 221 www.................................A Worked Example 178 9........................................................................... 212 Datasheets Publishing ............. 169 9......................................................

..........6 Mange Links ................. 234 10.........3 Print List Data......................................... 7 ...........aveva........................................................................2...........4 Cell feedback colours ..........1 Running Quick Report on the Current List – A Worked Example .. 240 10...................2.......................................... 227 10................AVEVA Engineering (12......................................3 Integration Configuration between AVEVA Engineering Tags & AVEVA P&ID....................... 242 10.................................. 227 10.................. 233 Appendix A – Integration Configuration Setup for AVEVA Engineering Tags & AVEVA P&ID................................................................. 229 10...................... 243 www.... 221 10................................................ 242 10...............5 Links Management........2 Running Pre-Defined Report – A Worked Example..................................................................................................................................................................................5............... 231 Exercise 7 – Reports and Datasheets..1 Datasheets Export/Import – A Worked Example.........................1...................................................... All rights reserved.................................2............. 240 Appendix C – Cell Feedback Colours Settings ............................................2 Report -Deliverables ..........................................com © Copyright 1974 to current year.................1) Tags (User Training) TM-3550 10.. AVEVA Solutions Limited and its subsidiaries................................... 234 Appendix B – Cell Feedback Colours Settings ........................................................................................

All rights reserved. 8 .aveva.com © Copyright 1974 to current year.1) Tags (User Training) TM-3550 This page is intentionally left blank. www. AVEVA Solutions Limited and its subsidiaries.AVEVA Engineering (12.

The product is a module of AVEVA Engineering. Prerequisites Trainees should be familiar with Microsoft Windows. 9 .5 Using this guide Certain text styles are used to indicate special situations throughout this document. 1. and complete the set exercises.2 Objectives      1. what must be in place before training starts.aveva. All rights reserved. www. populated with model objects. Information the user has to key-in will be red and in bold.4 Course Structure Training will consist of oral and visual presentations. 1. how to use this guide and the course structure. details the knowledge required. To understand the various ways in which they can be modified. Annotation for trainees benefit:  Additionalinform ation  Re fe rto oth e rdocum e ntation System prompts should be bold and italic in inverted commas i. Equipment Index etc.e. Menu pull downs and button press actions are indicated by bold dark turquoise text.1 Aim The aim of this training guide is to provide Engineers with the knowledge and skills necessary to create and maintain the major project indices such as Line List. demonstrations and set exercises. 'Choose function' Example files or inputs will be in the courier new font. can be licensed for use with an existing AVEVA PDMS or Marine installation.3 To provide a clear understanding of the basic features of AVEVA Engineering Tags application To familiarise users with the screen layout and the workings of the user interface. AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year. To create and maintain Project Indexes. here is a summary.CHAPTER 1 1 Introduction This training guide is for use with AVEVA Engineering Tags product. Generate key project documents e. Datasheets. colours and styles used as before.g. 1. Line list. Each workstation will have a training project. 1. This will be used by the trainees to practice their methods. Equipment List etc. This chapter outlines the objectives for this guide.

The Trainer will provide user names and passwords.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries.1) Tag (User Training) TM3550 1.aveva. Project: Training Username: A.AVEVA Engineering (12.6 Training Course Setup Double click on the Plant Engineer desktop shortcut icon or select. Start > All Programs > AVEVA Plant > Engineer > Engineering 12.1SP4 > Tags from the Windows Start Menu to display the Login form. All rights reserved. 10 .PROCENG Password: A MDB: A-TAGS www. a typical example is shown below.

11 .The data in AVEVA Engineering Tags are displayed in lists or grids with an Excel look and feel as shown.com © Copyright 1974 to current year. The product allows this process to take place across multi-disciplinary teams in such a way that each discipline retains full control of its part of the information relating to any item as described below.  View and change the lifecycle status of elements  View Schematic diagrams. customer and industry requirements.1 AVEVA Engineering Concept AVEVA Engineering enables multi-disciplinary teams of specialist engineers to work together in an effective manner as they jointly develop the definition of all the key engineering items involved in plant or marine projects. Schematic & 3D models 2. Process Data + Piping Materials Data + Stress Data + Piping Design Data AVEVA Engineering (Tags) has a highly configurable data model allowing it to be adapted to fit a wide range of project. Valve and Equipment Lists etc.Line. AVEVA Solutions Limited and its subsidiaries. The application also provides the capability to  Compare. update and link attributes in other AVEVA product databases. www. and to manage virtually any scope of project engineering data.CHAPTER 2 2 Overview of the AVEVA Engineering Application AVEVA Engineering is an application for the creation and management of Engineering Tag Information & List data such as. All rights reserved.aveva.

AVEVA Engineering (12.  3D Model information  Isometrics (with process information) www.1) Tag (User Training) TM3550 2. All rights reserved. In AVEVA Engineering Tags.  Ad hoc or departmental reports.2 AVEVA Engineering deliverables A wide variety of fully formatted reports can be generated automatically from the database. AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year. including key project documents such as:  Line lists.  2D drawings (P&ID’s). imported or created data can also be used in.aveva. 12 .

1) Tag (User Training) TM3550  Isometrics drawings with process information  Datasheet www.com © Copyright 1974 to current year. 13 . All rights reserved. AVEVA Solutions Limited and its subsidiaries.aveva.AVEVA Engineering (12.

com © Copyright 1974 to current year. All rights reserved. 14 .aveva.AVEVA Engineering (12. Schematic and rd Engineering databases. i t addsth e cap ab i li ty to li nk ob je ctsusi ng th e li nki ng cap ab i li ti e ssh are d wi th AVEVA Sch e m ati c 3D Inte grator. and allow updates to be selectively applied as. as well as data from AVEVA Instrumentation.AVEVA Electrical and other 3 party data source (via Excel) into Dabacon Model databases as shown:  W heni nte grati ng b e twe e n two Dab acon datab ase s. AVEVA Solutions Limited and its subsidiaries.1) Tag (User Training) TM3550 2. www. The Compare/Update utilities can be used by user(s) to integrate data between Design. where and if required.3 AVEVA Engineering (Tags) Integration with AVEVA Products AVEVA Engineering contains Compare/Update utilities that allows AVEVA Engineering data to be compared against data created in other AVEVA products and/or external systems.

1) Tag (User Training) TM3550 www. 15 .com © Copyright 1974 to current year.aveva. AVEVA Solutions Limited and its subsidiaries. All rights reserved.AVEVA Engineering (12.

together with expected training outputs such as line lists.1 AVEVA Engineering (Basic) Workflow 1.com © Copyright 1974 to current year. equipment lists and valve lists. AVEVA Solutions Limited and its subsidiaries. All rights reserved. 3. 16 . AVEVA Engineering User Interface Overview. The workflow begins with an introduction to the AVEVA Engineering Tags user interface and basic manipulation of the key facilities and utilities.aveva. datasheets as well as various kind of ad hoc or departmental report. www.Chapter 3 3 AVEVA Engineering Basic Workflow This chapter gives a basic overview of AVEVA Engineering workflow.

1) Tag (User Training) TM3550 2. list records in key project deliverables such as Line List. created and updated in the grid view via various methods such as: - Direct (Manual) Records Creation. Lists Records Creation. typical categories could be Instrumentation.aveva. and under each of these categories specific Lists (e. 17 . Equipment list) are created. Data Entry & Editing in List View. Categories and List Management.g. AVEVA Solutions Limited and its subsidiaries. AVEVA Engineering Tags provides the capability to group project data into different user-defined categories which are normally discipline specific. www. Equipment List etc.com © Copyright 1974 to current year.AVEVA Engineering (12. Process. All rights reserved. Mechanical. In AVEVA Engineering Tags. can be viewed. List Records Creation via Excel Import/Export. 3.

and allow updates to be selectively applied as. www. Deliverables The user can run a quick report e.g Equipment list.1) Tag (User Training) TM3550 4. Line list and as well as various kind of ad hoc ordepartmental report on the data in the list view using a pre-defined templates. where and if required. List Records Management AVEVA Engineering Tags provides various Manage capabilities allowing users to:     View list data in different styles and formats. 18 .AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries. To be compare engineering data against data created in other AVEVA products and/or external systems. All rights reserved. The generated report can be previewed and export or print reports in different format such as PDF. View and change the project lifecycle status of an item or element.aveva. 4. HTML etc. Highlight changes to data between AVEVA Engineeing Tags sessions.com © Copyright 1974 to current year.

CHAPTER 4 4 AVEVA Engineering User Interface Overview AVEVA Engineering-Tags module is accessed using menus and toolbars. This chapter gives a basic overview of how to access and use key menus and toolbars as shown in diagram below.2 Tab Menus In AVEVA Engineering-Tags all of the commands. which can be selected from the Module Interface. All rights reserved. AVEVA Solutions Limited and its subsidiaries.1 AVEVA Tags Title Bar The title bar of the AVEVA Engineering-Tags module displays the module name. 4.com © Copyright 1974 to current year. 19 . The main parts of the AVEVA Engineering Tags User Interface are:  Title Bar  Tab Menus o Project o Home o Manage o View o Admin (ADMIN users only)  Quick Access Toolbar  List / View Window  Message Log / Window. these include:  Tab Menus o Project o Home o Manage o View o Admin (Only visible for ADMIN users ) www. Module Name: Tags. facilities and utilities are accessed from a number of Tabs.1.aveva.AVEVA Engineering Project Name: Training MDB: A-TAGS 4.1. project name and MDB of the currently project in the example below.

1) Tag (User Training) TM3550 4. click on the Project tab from the AVEVA Engineering-Tags main toolbar as highlighted. AVEVA Solutions Limited and its subsidiaries. switch between AVEVA PDMS modules if required and allow the user to set editing/viewing preferences for the AVEVA Engineering-Tags module. All rights reserved.1 Save Work The Save Work option is used to save any changes made to data made using the AVEVA EngineeringTags module.com © Copyright 1974 to current year. To access the Project menu. 4.AVEVA Engineering (12.1. 20 .2.2.aveva.1. www.1 Project Tab The Project Tab is primarily used to exit the programme. This menu provides access to a number of key functions such as Save Work and Get Work.1.

1.1. 21 .1. www.AVEVA Engineering (12.com © Copyright 1974 to current year.This is used to refresh data in any opened lists with any changes that other users may have made to the data since the lists were opened.aveva.1.3 Help Online Help for the Tags module can be accessed by clicking on the Project tab and selecting AVEVA Engineering-Tags Help option from the sub-menu as shown:  Alte rnati ve ly Onli ne He lp forAVEVA Engi ne e ri ng-Tagsm odule can b e acce sse d b y doub le cli cki ng on th e h e lp Icon from AVEVA Engi ne e ri ng-TagsUse rInte rface . 4.1) Tag (User Training) TM3550 4. All rights reserved. AVEVA Solutions Limited and its subsidiaries.2 Get Work Get Work .2.2.

select No.aveva. www.g. If this is required.2. All rights reserved. If such changes are not be saved.1.AVEVA Engineering (12. check the checkbox. Highlight Changes after Get Work: Use to enable/disable highlight changes after getwork. Highlight Changes after Refresh From Parent Extract: Use to enable highlight changes after Refresh from Parent Extract. select Ask (this is the default setting). Show database errors on grid: Use to enable/disable showing database errors on grid. If a messages is to be displayed asking whether or not such changes are to be saved.com © Copyright 1974 to current year. Prompt for Session Comment during Save Work: When a Save Work is carried out a window may optionally be displayed in which a comment regarding the session can be entered. (Only enabled for ADMIN users).4 Options The Options form is used to view and edit user preferences for the AVEVA Engineering-Tags Module. The checkbox is unchecked by default. 22 . Refresh PBS Explorer on Events: Use to enable/disable Refresh PBS Explorer on Events. Perform a Get Work when a Save Work is actioned: If a Get Work is to be automatically performed when a Save Work is carried out. To open the Options form. Highlight Changes after Refresh From Ancetors: Use to enable/disable highlight changes after Refresh.1. Select Options from the Project tab as shown: This menu provides access to number of key functions such as: Set Default Units of Measure: To set the default or presentation units of measure used for values in lists.1) Tag (User Training) TM3550 4. from Ancetors. the order in which columns are displayed. Autorenaming active on attribute changes: Use to enable/disable Autorenaming on attribute changes. AVEVA Solutions Limited and its subsidiaries. check the Prompt for Session Comment during Save Work checkbox. Save List Layout Changes on Close: Users may change the layout of lists e.

independent of database organisation. PBS (Plant BreakdownStructure): Used to present database content depending on user needs.2 Home Tab This menu provides access to number of key groups. To access the Home menu. copy and paste data in a list view. © Copyright 1974 to current year.This is used to exit the AVEVA Tags application. AVEVA Solutions Limited and its subsidiaries. www. 4.1) Tag (User Training) TM3550 4.5 Modules The Modules option is used to switch to a different AVEVA Plant or Marine Engineering modules.1.1.1.AVEVA Engineering (12. It provides relevant navigation and selection.2.com 23 . All rights reserved. click on the Home tab from the AVEVA Engineering-Tags main toolbar as highlighted.2.  Exit . Clipbord: Contains functions to cut. open and manage lists and list categories.aveva. Lists and Schedules: Used to create.

All rights reserved.3 Manage Tab This menu provides access to a number of groups such as: Status Control: Contains functions to set status definition to element in the current list and display a graphical representation of selected lifecycle. set cell feedback colours and generate a report on the data in the current list. Demote.1. Reporting: Provides access to Report Designer used to create user defined reports and to run pre-defined reports supplied with Tags or created by users in Report Designer. www.aveva. edit and delete multiple records in a list. AVEVA Solutions Limited and its subsidiaries. Grid Actions: Contains functions to select all record in a list. clear all temporary filtering from a list.AVEVA Engineering (12. view lists in the Card View format. It also allows for schematic diagrams and 3D models associated with elements to be viewed within the Tags applications. view the schematic and 3D model associated with an element and view the documents linked to elements Window: Provides functions to view lists display in different modes. 4.2.1. Find Replace: Used to find the value entered in the field in a list.2.4 View Tab This tab deals mainly with the grid display modes. Status Action: Contains functions to Promote.com © Copyright 1974 to current year. view graphical representation and view log of status changes of elements in a lifecycle. Integration: Provides functions to export data to AVEVA NET and compare the attribute values of Tags data against data held in other PDMS databases Import / Export: Provides functions to export/import data to/from an Excel spreadsheet 4. Changes: Provides functions to highlight changes to data in a list between selected Sessions and view the history of a cell or row. Edit.1) Tag (User Training) TM3550 Record: Contains functions to create new record. This menu provides access to number of key groups such as: View: Provides functions to view the schematic diagram in which an element is located. 24 . Extracts: Provides functions to claim and release data to other users.

Session Comment: To add database default session comment. Get Work: To refresh data in any opened lists with any changes that other users may have made to the data since the lists were opened.aveva.1. 4.com © Copyright 1974 to current year. www. Database Group: Provides option to display or conceal the project database Explore icon Datasheets Group: Provides functions for datasheets configurations. 4. Redo: Reverses the last undo (see above) made to data in a list. cell feedback colours. slash that prefixes some values in a list. Redo and Undo are located in the toolbar by default. Reset Cell Feedback Colours. All rights reserved. 25 .g SYSTEM) This menu provides access to number of key groups such as: Admin Tools: Provides functions to open the Command Window. column summaries etc. AVEVA Solutions Limited and its subsidiaries. Some commands such as Save Work. including the adding and copying of records. units of measurement in the column headers of a list. Undo: Undoes the last change made to data in a list. edit database views.2 Quick Access Toolbar This toolbar provides the capability to add Tabs and Project menus for easy access.AVEVA Engineering (12.5 Admin Tab The Admin tab is only displayed if the user is a member of the TAGSADMIN team and FREE USER (e.2. Get Work. define and switch on autonaming rules for new records and configure the interface with AVEVA NET. Save Work: To save any changes made to data in lists. Multiple undoes can be reversed.1) Tag (User Training) TM3550 Grid Options: Provides functions to display or hide grid options such as filtering.

click on the message text in the status bar.aveva. right-click on the require tab in this case and select Add to Quick Access Toolbar option from the menu as shown: The selected Tab is then added to the toolbar as shown above and to remove the added Tab right-click on the Quick Access Toolbar main toolbar and select Remove from Quick Toolbar. 4.AVEVA Engineering (12.3 Message Log The Message Log displays messages issued during the current session.com © Copyright 1974 to current year. All rights reserved. To display the log.1) Tag (User Training) TM3550 4. 26 .1 Adding Menu to Quick Access Toolbar – A Worked Example To add a tab or project menu to the Quick Access toolbar. The Message Log window is then displayed above the status bar as shown: www. AVEVA Solutions Limited and its subsidiaries.2.

AVEVA Engineering (12.1) Tag (User Training) TM3550 Exercise 1 – AVEVA Tags User Interface – Basic Overview 1. All rights reserved.Copy c). www. Cut b). Select the “Customize Quick Access Toolbar” pulldown window.aveva. Click the “Show Below the Ribbon” option to display the Ribbon below the Ribbon Bar. New 2. to display the Customize Quick Access Toolbar list menu. Minimize the Ribbon Bar by clicking the “Minimize” icon.com © Copyright 1974 to current year. Add the following functionality icons listed below to the Quick AccessToolbar as shown: a). AVEVA Solutions Limited and its subsidiaries. 3. 27 .

each of which displays a category of data in a grid format.aveva. created and updated using a number of lists or views. can be created and edited in the grid view via various methods as illustrated in diagram: - Direct (Manual) Records Creation Data Entry and Editing in List View Records Creation Via Excel Import/Export The diagram above gives basic overview of some the capabilities available for creating and editing list records in AVEVA Engineering Tags. These methods or procedures will be discussed in details and with worked examples in subsequent sessions. can be viewed. 28 .com © Copyright 1974 to current year. List records in key project deliverables such as Line List. AVEVA Solutions Limited and its subsidiaries. www. All rights reserved. Equipment List etc. list records in key project deliverables such as Line List. Equipment List etc.CHAPTER 5 5 Create and Edit Lists Records In AVEVA Engineering Tags. Below is an example of AVEVA Engineering Tags list view.

1) Tag (User Training) TM3550 5. www. Then select the desired list “Line List” from the available lists and click the Open icon.aveva.1. 5. AVEVA Solutions Limited and its subsidiaries.1 Direct (Manual) Records Creation in List View – A Worked Example To add a new record to a list view. 29 . first open the desired list in this case “Line List” view by: Clicking on the Home tab. from the list of categories pull-down window in the Lists and Schedules group of the Home tab.  Form ore datai lson Li st Cate gori e s. and then select the category e. This is described in following the worked examples. “Process Line” that the list belongs to.g. p le ase re fe rto se cti on 7. The list is then displayed in the List / View window.com © Copyright 1974 to current year.1 Records Creation in List View AVEVA Engineering Tags provides user(s) the capability to directly add new record to a list view. All rights reserved.AVEVA Engineering (12.

aveva.1) Tag (User Training) TM3550 The list is then displayed in the List / View window as shown: To display the Project Breakdown Structure (PBS). All rights reserved. click on the the PBS Explore. 30 .com © Copyright 1974 to current year.AVEVA Engineering (12. www. AVEVA Solutions Limited and its subsidiaries.

AVEVA Engineering (12.1)
Tag (User Training) TM3550

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

To close a list, either ri
gh t-cli
ck on th e li
st nam e on i
tstab and cli
ck “Close”, orcli
ck th e X b utton i
n th e
top -ri
gh t corne rof i
tstab .

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

The Create element information form is then displayed:

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

31

AVEVA Engineering (12.1)
Tag (User Training) TM3550

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

Enter the required information in the fields provided as shown:

 In Mandatory Information Section:
-

In Line Code Field, the “B” from pull-down
window.

-

In Sequence Number field enter 56

 In Optional Information Section :
-

In Fluid Code Field, the “HC” from pull-down
window

Then click on the OK button.

To e nab le th e Ok b utton, th e Manadatory Inform ati
on fi
e ldsmust b e com p le te d.

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

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

32

AVEVA Engineering (12.1)
Tag (User Training) TM3550
5.2

List Data Entry & Editing

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

5.2.1

Direct Data Entry – A Worked Example

Data can be added directly to newly created records. To do this, single–click on the desired attribute cell and
enter the desired value. In this case in ‘Maximum Design Temperature’ field enter “140”.

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

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AVEVA Solutions Limited and its subsidiaries.
All rights reserved.

33

AVEVA Engineering (12.1)
Tag (User Training) TM3550

5.2.2

Data Entry Using Lists of Values Fields – A Worked Example

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

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

5.2.3

Data Entry Using Reference List – A Worked Example

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

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

34

com © Copyright 1974 to current year.1) Tag (User Training) TM3550 Click the ellipsis button. Use the Explorer tab to browse the database structure for the desired value.  Th e Se arch tab i n th e Re fe re nce Browse rform m ay also b e use d to se arch forvalue s. the Reference Browser form is then displayed. AVEVA Solutions Limited and its subsidiaries. All rights reserved. 35 .aveva.AVEVA Engineering (12. In this example select “SPEC A3B” and click OK button from the Reference Browser form to update the list view as shown: www.

on h ow to se tup Re fe re nce attri b ute i n a li st data.1 Single Cell Edit – A Worked Example To edit a single cell in a list view. 36 .3.com © Copyright 1974 to current year.AVEVA Engineering (12.AVEVA Engi ne e ri ng (12.  To m odi fy e x i sti ng re cord. AVEVA Solutions Limited and its subsidiaries.aveva. p le ase re fe rto TM-3552 .1) Tag (User Training) TM3550 Form ore de tai ls. click on the desired value to select it and change existing value in ‘Maximum Design Temperature’ field from ‘140’ to ‘150’ www. 5.3 Editing List Data Records List data in the grid view can be edited using single cell edit or multi-record cell Edit (Bulk Edit) as described in the following worked examples. All rights reserved.1) Tags(Adm i n) gui de 5. use r(s) m ust h ave th e ap p rop ri ate acce ssri gh t orowne d th e data.

1) Tag (User Training) TM3550 Before the value is updated. 37 .aveva. increase the text font size from 100% to 160% for better visibility. The ‘Zoom’ form is then displayed.AVEVA Engineering (12.com © Copyright 1974 to current year. All rights reserved. www. by selecting the current font size as highlighted. The text font size is then set to 160%. Enter ‘160’ in the ‘Custom’ field and click the OK button  Alte rnati ve ly th e font si ze can b e i ncre ase or de cre ase to ge t a b e tte r ove rvi e w of large li stsb y cli cki ng th e Z oom -In orZ oom -Out b utton .  Use r(s) wi th ap p rop ri ate acce ssri gh t can e nab le /di sab le op ti on to Re fre sh PBS Ex p lore ron Eve ntsvi a th e Proje ct “Op ti on”Me nu. AVEVA Solutions Limited and its subsidiaries.

1) Tag (User Training) TM3550 5.aveva. Select the ‘Edit Selected Records’ option from the pulldown window. select the desired row (e. To do this. 38 . Click on the Edit option in the Records group of the Home tab.g. use the standard window selection method.  The “Select All” op ti on i n th e “Grid Actions” group of th e Hom e tab m ay b e use d to se le ct allrowsi n li sts.2 Multi-Records Edit – A Worked Example Multi-Record Edit allows user (s) to edit multiple records in a list view if required.com © Copyright 1974 to current year.AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries.3. left mouse click on the required row plus Ctrl). All rights reserved.The Multi record edit form is then displayed as shown: www.

39 . Click on the Copy first records’s Data checkbox to display existing data of the columns as shown: www. The displayed Multi-Record edit form.AVEVA Engineering (12. All rights reserved.1) Tag (User Training) TM3550  Th e ‘ Multire cord e di t’form can also b e di sp lay e d b y cli cki ng on th e ‘ Edi t’i con.com © Copyright 1974 to current year. lists all the columns in the list. AVEVA Solutions Limited and its subsidiaries.aveva.

Click the OK button to apply the update to the selected record in the list view.AVEVA Engineering (12. The background colours of cells indicate if the update is successfully or unsuccessfully. 40 .g 1* in the Value field as highlighted. Click the “Selected” checkbox next to a column to update in this case “Line List Revision”.  To se le ct allth e ch e ckb ox e sfore di t. and enter the desired value e.com © Copyright 1974 to current year. ch e ck th e “Se le ct all”ch e ckb ox .aveva. www.1) Tag (User Training) TM3550  Th e “fi rst re cord”doe snot ne ce ssari ly m e an th e fi rst (up p e r-m ost) re cord li ste d of th ose se le cte d. AVEVA Solutions Limited and its subsidiaries. All rights reserved. i t m e ansth e fi rst re cord th at wasse le cte d wh e n th e se le cte d of m ulti p le re cordswasm ade . In this example the update is successful.

MDB: A-TAGS Open ‘Line list’ list view. 5. 41 .1 Editing Multi-disciplinary Teams Data .PIPEENG. AVEVA Solutions Limited and its subsidiaries. with abilities to manage updates and issued working data.com © Copyright 1974 to current year. the engineering element (Process lines) that is created has process and stress attribute data. select Line number ‘B-16’ and update the pipe stress attribute in this case “Preliminary Stress” by clicking on the checkbox.4 Editing Multi-disciplinary Teams Data AVEVA Engineering Tags enables multi-disciplinary teams of specialist engineers to work together in an effective manner by allowing each discipline to have control over its own part of the data.1) Tag (User Training) TM3550 5.A Worked Example In this example. but only have access to modify or update their own part of the data.AVEVA Engineering (12. All rights reserved. Both users are able to view the complete project data in the grid view. owned and control by Process and Piping Engineer users (PROCENG & PIPEENG) respectively.4. www. Password: A. To illustrate this. This is illustrated in the following worked example. in a separate session enter AVEVA Engineering-Tags module as PIPEENG user with the following details: Username: A.aveva.

com © Copyright 1974 to current year.1) Tag (User Training) TM3550 And update the pipe stress attribute “Stress DateTime” attribute. 42 . i ti sp ossi b le to di sp lay b oth date and ti me i nste ad of date only . www. AVEVA Solutions Limited and its subsidiaries. but the “PIPEENG” user will only be able modify its own part of the data (Stress data) as shown.aveva. All rights reserved. The PIPEENG user is able to view the process data along side with the Stress data.  Use rswi th ap p rop ri ate acce ssri gh t (Adm i n Use rs) can e nab le /di sab le th e di sp lay of “Ti m e ”value agai nst de si re attri b ute i n th e li st vi e w vi a th e Li st Manage rForm ash i gh li gh te d b e low:  By e nab li ng “Date and Ti m e ”fi e ld i n Li st Manage r.AVEVA Engineering (12.

click on the “GetWork” icon from Quick Access Toolbar to refresh data in any opened lists with any changes that other users (PIPEENG) may have made to the data since the lists were opened.aveva. 43 . AVEVA Solutions Limited and its subsidiaries. All rights reserved.1) Tag (User Training) TM3550 Click on the “Save Work” icon from “Quick AccessToolbar” to save any changes made to the data.com © Copyright 1974 to current year.The background colours of cells indicated edited cell data. www.AVEVA Engineering (12. In the “PROCENG” AVEVA Engineering-Tags session previously opened. The Stress “Preliminary” attribute cell for B-16 is automatically updated with the value from “PIPEENG” user. Open “Linelist” list view.

hover the mouse cursor over the data cell or click on the Message Log as shown.com © Copyright 1974 to current year. To display the error message.AVEVA Engineering (12. All rights reserved.aveva. The Value fails to update and unsuccessful edit feedback colour is displayed. In this example the update failed because the PROCENG user does not have the appropriate access right to modify or update stress data which is owned by Piping Engineer users (PIPEENG). AVEVA Solutions Limited and its subsidiaries.1) Tag (User Training) TM3550 Then click on “Stress Reason” attribute cell for B-16 and enter the value “CTP” as shown: Then press “Enter” tab from the Keyboard or click outside the cell. www. 44 .

5. Password: A.  Use r(s) m ust clai m an e le m e nt b e fore ch angi ng ore di ti ng i t. with the following details: Username: B. 45 . Password: B.PROCENG. MDB: ATAGS and Username: A. MDB: A-TAGS In PROCENG user “B” session of AVEVA Engineering-Tags module.aveva. All rights reserved. www.1 Editing Claimed Records .5 Editing Claimed Records The user must claim an element before changing or editing it and this can happen automatically depending on the database claim mode setting.AVEVA Engineering (12. Open ‘Lines list’ list view from Process Lines category. PROCENG.com © Copyright 1974 to current year.  To clai m ore di t an e le m e nt th e Use r(s) m ust h ave th e ap p rop ri ate acce ssri gh t to th e e le m e nt.5. b ut i f th e datab ase clai m m ode i sse t to i m p li ci t th e clai m wi llb e m ade autom ati cally .1) Tag (User Training) TM3550 5.A Worked Example To illustrate how to edit claimed records. i f th e datab ase clai m m ode i sse t to e x p li ci t b y th e Adm i ni strator. An element must be unclaimed before another user can claim it and modified the element or associated attribute data and this automatically occurs when the user change modules or exit the application (AVEVA Engineering Tags) as described in the worked example below. AVEVA Solutions Limited and its subsidiaries. enter AVEVA Engineering-Tags module as PROCENG user “A” & “B” in two separate sessions.

 Ente rAVEVA Engineering-Tags asPROCENG “A” use rwi th th e followi ng de tai ls: Use rnam e : A.AVEVA Engineering (12.1) Tag (User Training) TM3550 Select “B-56” and update “Fluid” attribute value from ‘Hydrocarbon’ to ‘Oil’ as highlighted. In the PROCENG user “A” session previously opened. Open ‘Lines list’ list view from Process Lines category. www. 46 .aveva. Click on the Save Work icon from Quick Access Toolbar to save any changes made to the data. AVEVA Solutions Limited and its subsidiaries.PROCENG. MDB: A-TAGS.com © Copyright 1974 to current year. All rights reserved. Password: A. Click on the GetWork icon from Quick Access Toolbar to refresh data in any opened lists with any changes that other users (PROCENG user “B”) may have made to the data since the lists were opened.

1) Tag (User Training) TM3550  Th e “Flui d”attri b ute ce llforB-56 i sautom ati cally up date d wi th th e value from PROCENG user “B”). To display the error message. 47 . www.aveva.Th e b ackground coloursof ce llsi ndi cate d e di te d ce lldata. AVEVA Solutions Limited and its subsidiaries. The Value fails to update and unsuccessful edit feedback colour is displayed. Then click on “Fluid” attribute cell and update the value from ‘Oil’ to ‘Hydrocarbon’ as highlighted. hover the mouse cursor over the data cell as shown.AVEVA Engineering (12. All rights reserved. Then press “Enter” tab from the Keyboard or click outside the cell.com © Copyright 1974 to current year.

All rights reserved. Select the element “B-56”.com © Copyright 1974 to current year.1) Tag (User Training) TM3550  Th e e rrorm e ssage i salso b e di sp lay e d i n th e statusb arand re corde d i n th e Me ssage Log.aveva. To update the element “B-56”. Click “Claim Icon” in the Records group of the Home tab to display the menu and select “Show Claim State” icon. 48 . www.AVEVA Engineering (12. it needs to be released by the user that has claimed the item in this case PROCENG user “B”. To do this: Go to the AVEVA Engineering Tags Session run by “PROCENG” user “B”. AVEVA Solutions Limited and its subsidiaries. In this example the update failed because the element is already claimed by other user.

com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. Click the Release option from the Claim icon pulldown list to display the Release Record form.aveva.AVEVA Engineering (12. Click the OK button to dismiss the dialog. www. 49 .1) Tag (User Training) TM3550 The “Show Claim State” form is window is then displayed showing the claim state of the selected element. All rights reserved.

1) Tag (User Training) TM3550 The “Release Records” form is then displayed. An e rrorm e ssage wi llb e i ssue d e x p lai ni ng wh y . The units change(s are) is only for the user presentation. Click on “Fluid” attribute cell and update the value from ‘Oil’ to ‘Hydrocarbon’ as highlighted: The cell feedback colour indicates a successful edit.Line Process Data).AVEVA Engineering (12.  If se le cte d e le m e nt orattri b ute group h asalre ady b e e n clai m e d anoth e ruse r. This is described in the worked example below:  Th e Uni t se tsde fi ni ti onsare done i n AVEVA Le x i con b y th e syste m Adm i nstrator. MDB: A-TAGS www. AVEVA Solutions Limited and its subsidiaries. In this example. th e acti on wi llfai l.g. close all previous AVEVA Engineering-Tags sessions and enter AVEVA EngineeringTags module as TAGSADMIN user “A” with the following details: Username: A. 5. listing all the attribute groups associated with the selected elements.6 Modifying List Columns Units of Measure The unit of measure is used to quantify values in a column and can be changed by user (s) to desired units of measure. 5. and the columns in each attribute group (e. AVEVA Engineering Tags also provides the user the capabilities to apply user defined Unit Sets to List columns.com © Copyright 1974 to current year. TAGSADMIN. Password: A. it does not affect the project default units. 50 . All rights reserved. Do a Get Work by selecting Get Work icon from the Tags main toolbar.6. Then go back to AVEVA Engineering Tags Session run by PROCENG” user “A”.Click on the OK button to confirm the record to release. Click on the “Select” checkbox to select the attribute group if it is not selected by default.1 Applying User Defined Units Sets to Columns Headings – A Worked Example To apply user defined Unit sets to column headings or modify existing column headings Unit Sets the user must have the appropriate access right.aveva.

51 .AVEVA Engineering (12. www.1) Tag (User Training) TM3550 Open ‘Lines list’ list view from Process Lines category. the “Manage Lists” form is then displayed. th e curre nt Uni ti sse le cte d b y de fault. And If th e uni ti con i snot di sp lay e d. se le ct th e “Show Units in Column Headers” ch e ckb ox i n th e Grid Options group of View tab to di sp lay uni tsi con To apply desired unit sets to column headings or modify existing column headings Unit Sets. In Uni tssub -m e nu.com © Copyright 1974 to current year. then click on the Manage icon in the “List and Schedules” group. All rights reserved. AVEVA Solutions Limited and its subsidiaries. Click the unit icon  button in the “Maximum Design Temp” column to display default of units of measure.aveva.

www.aveva.1) Tag (User Training) TM3550 From “Manage Lists”.g. AVEVA Solutions Limited and its subsidiaries. the List Manager form will be displayed. 52 .AVEVA Engineering (12.”Line List” and click on the lower Properties button. Select the “Fields” tab from the “List Manager” form to display the Field tab content. select the preferred list e.com © Copyright 1974 to current year. All rights reserved.

com © Copyright 1974 to current year. All rights reserved.1) Tag (User Training) TM3550 From the “Unit Sets” column. only di sp lay Uni tSe tsde fi ni ti onsnam e si f th e attri b ute h ave ap p rop ri ate uni t di m e nsi ons.aveva. click on the pull-down window and select the appropriate Unit Set name. 53 .  Th e Uni t se tsde fi ni ti onsare done i n AVEVA Le x i con b y th e syste m Adm i nstrator. AVEVA Solutions Limited and its subsidiaries. www. In Li st Manage rForm Uni t Se tscolum ns. in this case “Temperature”.AVEVA Engineering (12.

www.1) Tag (User Training) TM3550 Then click on the OK button from the List Manager form to Save the Fields settings and close the List Manager form. Then click the unit icon button in the “Maximum Design Temperature” column to display user defined Unit Sets as highlighted above.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries.aveva. close and re-open the affected list.AVEVA Engineering (12. 54 . The Manage List form is then displayed as shown: Finally. All rights reserved. click on the Ok button from the Manager Lists form to confirm the settings and close the Manage Lists form. To refresh the displayed List (Line List) with the unit sets definitions.

g “Kelvin” from the www. and select the desired unit e.com © Copyright 1974 to current year. do not re -op e n.AVEVA Engineering (12. si m p ly p roce e d wi th followi ng ste p sb e low.1) Tag (User Training) TM3550 5. button in the column heading. open ‘Lines list’ list view from Process Lines category. All rights reserved.  If “Lines list’ view i sp re vi ously op e ne d. Click the unit icon displayed list.2 Changing Column Headings Units of Measure – A Worked Example To change the units for a column. AVEVA Solutions Limited and its subsidiaries.6.aveva. 55 .

aveva. All rights reserved.AVEVA Engineering (12.Click the unit icon button in the “Maximum Design Temperature” column heading and select the Precision option. for example “3” decimal points. 56 . i t doe snot affe ct th e p roje ct de fault uni ts To increase the precision to preferred number of decimals. AVEVA Solutions Limited and its subsidiaries.1) Tag (User Training) TM3550 The values in the column are then re-calculated in accordance with the new unit of measurement as shown:  Th e uni tsch ange i sonly foruse rp re se ntati on.com © Copyright 1974 to current year. www.

57 .1) Tag (User Training) TM3550 Increase the precision to preferred number of decimals. All rights reserved. for example 3 decimal points and click on the “OK” button.aveva.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. The attribute “Maximum Design Tempearture” precision are then increased to number 3 decimal points www.AVEVA Engineering (12.

5. the actual summaries of values in the numeric column can be calculated and displayed beneath the column if desired.7 Column Numbers Summaries Calculations In a list view.aveva. AVEVA Solutions Limited and its subsidiaries. Maximum and Minimum of the value in “Maximum Temperature” column.1 Column Number Summaries Calculations – A Worked Example To calculate the total numeric Average. click the unit icon button in the “Maximum Temperature” column heading and select the “Remove Trailing Zeroes” checkbox option.AVEVA Engineering (12. All rights reserved. www. 58 . if the Summaries icon is enabled. This is described in the following worked example. Open ‘Process list’ list view from “Process Lines” category.com © Copyright 1974 to current year.1) Tag (User Training) TM3550 To remove the “Trailing Zeroes”.7. 5.

si m p ly p roce e d wi th followi ng ste p sb e low.com © Copyright 1974 to current year.1) Tag (User Training) TM3550  In th i se x am p le . MDB: A-TAGS .AVEVA Engineering (12. close allp re vi ousAVEVA Engi ne e ri ng-Tagsse ssi onsand e nte rAVEVA EngineeringTags m odule asPROCENG use rwi th th e followi ng de tai ls: Use rnam e : A.aveva. All rights reserved.  If th e “PROCENG” AVEVA Engineering-Tags se ssi on i sp re vi ously op e ne d. AVEVA Solutions Limited and its subsidiaries. 59 .PROCENG. select the “Column Summaries” checkbox in the Grid Options group of View tab to display units icon as shown: www. do not re -e nte rth e se ssi on. If the Column Summaries icon is not displayed. Password: A.

com © Copyright 1974 to current year. Then check the following Average. unch e ck th e followi ng Average.aveva. All rights reserved. The total numeric sum of the value in “Maximum Temperature” column is then displayed beneath the column as shown:  To re m ove th e Sum m ari e s colum ns.  Th e Sum i consare only di sp lay e d i n h e adi ngsof attri b ute wi th UDA ty p e Re al. Click the OK button from the “Select Summaries” form to confirm the selection.AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries. 60 .1) Tag (User Training) TM3550 Click the “Column Summaries” icon from “Maximum Temperature” column. . Maximum and Minimum ch e ckb ox sfrom th e “Select Summaries” form and cli ck th e OK b utton. Maximum and Minimum checkboxes. www.

8 Copying List Data The copy functionality allows users to copy the content of a cell in a list. or press Ctrl+V.8.com © Copyright 1974 to current year. alternatively press Ctrl+C. To paste into a cell in a list. Or right-click and select Copy from the menu that is then displayed.1 Single Cell Copy of List Data – A Worked Example To copy single cell content in a list.AVEVA Engineering (12. All rights reserved. AVEVA Solutions Limited and its subsidiaries. This can either be single or multiple cell copy as described in the worked example. Select the desired cell and click Copy in the Clipboard group of the Home Tab. www.1) Tag (User Training) TM3550 5. select the desired cell and click Paste in the Clipboard group of the Home Tab or right-click and select Paste from the menu. 5. 61 .g “Line list” from “Process Lines” category.aveva. open list view e.

8. www.g B-56 “Fluid Code” cell) and use standard window selection methods (e. All rights reserved.g.AVEVA Engineering (12.1) Tag (User Training) TM3550 5. left mouse click plus Ctrl and Shift keys) to select other multiple empty cells to copy the data to as shown: Once multiple cells have been selected right click on the edited cell and select Fill Down from the right-click menu.aveva. 62 .2 Multiple Cells Copy of List Data -A Worked Example To copy the content of cell to multiple cells: Click on the cell with the desired content (e.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries.

9 Autonaming Records Records in a list view can be renamed if required. AVEVA Solutions Limited and its subsidiaries. selected item will be automatically renamed when a change is done to an attribute. All rights reserved. Form ore de tai l.  Th e Autonaming Se tup form i si n th e Admin Toolsgroup of th e Admin Tab . the selected records are automatically named according to the current applicable rules.AVEVA Engineering (12. 63 . which the naming rule depends on.  To cut th e conte nt of a ce lli n th e li st. se le ct th e li st and cli ck Cut i n th e Cli p b oard group of th e Hom e Tab . p le ase re fe rto TM-3552 AVEVA Plant (12. Automaning rules are usually defined by the system administrator in accordance with the company naming conventions or format.aveva.com © Copyright 1974 to current year.9.1) TAGS (Adm i n) gui de 5. this can be done by applying autonaming rules via the “Auto naming” option or manually by clicking the “Rename” option from the “Edit” option in the Records group of the Home tab. orri gh t –cli ck and se le ct Cut from th e Me nuth at i sth e n di sp lay e d. www.1) Tag (User Training) TM3550 The selected cells are then automatically updated as highlighted. When the rules are activated and applied to new or existing records. This is described in the following worked example. orp re ssCtrl+ X 5.1 Applying Autonaming to Existing Records – A Worked Example In this example. Th e Admin tab i sonly di sp lay e d i f th e use ri sa m e m b e rof th e TAGADMIN te am .

All rights reserved. Edit the value from “56” to “70”. 64 .1) Tag (User Training) TM3550 To illustrate this.aveva.AVEVA Engineering (12. www.com © Copyright 1974 to current year.  Autonam i ng rule swi llfai li f th e nam e alre ady e x i stsi n th e li st data ordatab ase . AVEVA Solutions Limited and its subsidiaries. Click on “Line SeqNo” attribute cell for “B-56”. The selected record is automatically renamed to display the updated attribute.

com © Copyright 1974 to current year.1) Tag (User Training) TM3550 Autonaming rules can also be applied to existing records that are not named according to the current applicable rules. click Rename option.aveva.AVEVA Engineering (12. select the record row “B-1” Click on the down-arrow button next to the Edit option in the Records group of the Home tab. To do this. 65 . www. AVEVA Solutions Limited and its subsidiaries.  If m ore th an one re cord row i sse le cte d th e Rename op ti on i sdi sab le d. All rights reserved. From the menu that is then displayed.

aveva. AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year.1) Tag (User Training) TM3550 The “Rename element” form is then displayed with the current value. Enter the new name “/B-1-N” and click OK button to apply the change as shown below: www.AVEVA Engineering (12. All rights reserved. 66 .

AVEVA Engineering (12. All rights reserved. Autonaming rules automatically update the selected record according to the current applicable rules as highlighted below. 67 .com © Copyright 1974 to current year.  Use rswi th ap p rop ri ate acce ssri gh t ( Adm i n Use r) can de acti vate Auto-re nam i ng on attri b ute ch ange i n th e Proje ct “Op ti on”m e nu ash i gh li gh te d b e low: www. AVEVA Solutions Limited and its subsidiaries.1) Tag (User Training) TM3550 Select the record row “B-1-N” and click on the down-arrow button next to the Edit option in the Records group of the Home tab.aveva. click Autonaming option. From the menu that is then displayed.

10 Find and Replace Text in List Data The Find and Replace function enables users to find. All rights reserved. This is described in the example below.com © Copyright 1974 to current year. 5. 68 .aveva.1) Tag (User Training) TM3550 5. www. highlight list data value or headings and optionally replaced any text string within a list.10. enter the text (Fluid Code) to be searched for in the FIND field in the Find Replace group of the Home Tab. AVEVA Solutions Limited and its subsidiaries.1 Find and Replace Text in List Data – A Worked Example To find heading text “Fluid Code” within the “Line List” list.AVEVA Engineering (12.

The first row that contains a match is then highlighted and the cell that contains the match is selected.com © Copyright 1974 to current year.g “A-42” within the “Line List” list. To find data value text e. Click the button with the binoculars symbol next to the Find field .1) Tag (User Training) TM3550 Click the pull list next to binoculars symbol and select the “Search in Headings”. enter the text (A-42) to be searched for in the “FIND” field in the Find Replace group of the Home Tab. All rights reserved.aveva. www.AVEVA Engineering (12. 69 . AVEVA Solutions Limited and its subsidiaries.

Alternatively. The “Find and Replace” is then displayed as shown: www. click “Find” or “Replace” icon in the drop-down list accessed from the arrow to the right of button next to the “Find” field. AVEVA Solutions Limited and its subsidiaries.aveva. Click the button with the binoculars symbol next to the Find field . All rights reserved.The first row that contains a match is then highlighted and the cell that contains the match is selected.AVEVA Engineering (12.1) Tag (User Training) TM3550 Click the pull list next to binoculars symbol and select the “Search in Data Values”. 70 . or right-click on a list and select the “Find and Replace” option from the menu.com © Copyright 1974 to current year.

1) Tag (User Training) TM3550 Exercise 2 . AVEVA Solutions Limited and its subsidiaries.Create and Modify Records 1. Open “Linelist” list view and create the following records (B-81. B-82.aveva. Add the following attribute data in the table to the newly created records. B-83 and B-84) using the “New” button in the records groups of the home tab as described: The Mandatory and Optional information fields should be completed as shown below: Line Code B B C C Line Sequence Number 81 82 83 84 Fluid Code HC HC HC HC 2.com © Copyright 1974 to current year.AVEVA Engineering (12. New Record Line Size Fluid Phase Fluid B-81 200 Liquid Hydrocarbon B-82 250 Liquid Hydrocarbon A3B A3B C-83 C-84 80 100 Liquid /Gas Liquid / Gas Fuel Oil Fuel Oil F1C F1C Spec Stress Critical www. 71 . All rights reserved.

New Record B-81 B-82 Line List Rev 1* 1* 4. www. Use the Multi-Record capability. AVEVA Solutions Limited and its subsidiaries. Copy the “Line List Rev” attribute value of B-81 and B-82 to the “Line List Rev”attribute value of C-83 and C-84 using the “Fill Down” option as shown. All rights reserved.aveva. Use the Multi-Record capability. New Record B-81 B-82 Fluid Phase (Existing Value) Liquid Liquid Fluid Phase (New Value) Liquid /Gas Liquid /Gas 5.com © Copyright 1974 to current year.1) Tag (User Training) TM3550 3.  Add the following attribute value in the table to the newly created records. 72 .AVEVA Engineering (12. edit existing attribute value for the following records.

AVEVA Engineering (12. 73 .com © Copyright 1974 to current year. All rights reserved.1) Tag (User Training) TM3550 6. Change column heading “Line size” units of measure from mm to inches as shown:  Th e uni tsch ange i sonly foruse rp re se ntati on. AVEVA Solutions Limited and its subsidiaries. i t doe snot affe ct th e p roje ct de fault uni ts www.aveva.

The Excel Import and Export tool supports the import and export of Excel Workbook files to and from Engineering database. All rights reserved.com © Copyright 1974 to current year. the owner of an element in an import file must either exist in the import file. 6.  Item create will require an OWNER column.  The round tripping of elements in and out of the Engineering database.  Import of attribute data such as operating pressures and temperatures from external system.  One column per Database Attribute. such as Equipment and Nozzles. 74 . The import file must follow certain rules as described below.  The first row of the file must contain a list of headings.  The first data row starts on the second row. The Excel file may contain multiple worksheets.  The import of elements generated in an external system.  The Import file must contain One Element Type per Worksheet.Chapter 6 6 Creating \ Editing Records Using Excel Import/Export Tool This section describes how to use the Excel Import/Export tool in AVEVA Engineering Tags. including UDETs. AVEVA Solutions Limited and its subsidiaries.1 Formatting Excel Import Files Excel Import tool is used where the contents of an Excel file is used for an import. Each heading represents a column in the file containing an attribute of the elements being loaded. Example of an Excel Import file containing Equipment data: www. If this column is present. or already exist in the Dabacon database. This tool is designed to support activities such as.  Item matching will require Ref or Name column. The Import/Export tool also provides the capability to highlights differences and accepts or rejects attribute data updates.aveva.

75 . To start the Import Process.  Close allp re vi ousAVEVA Engi ne e ri ng-Tagsse ssi ons. www.com © Copyright 1974 to current year. In a separate session enter AVEVA Engineering-Tags module as MECHENG user with the following details: Username: A. MDB: A-TAGS Open “Equipment List” list view from the Mechanical category. AVEVA Solutions Limited and its subsidiaries. Password: A.1) Tags (Basic) TM-3550 6.AVEVA Engineering (12.MECHENG. Equipment List to the Dabacon database (Engineering Database). All rights reserved.g.aveva.2 Excel WorkSheet Import – A Worked Example This example describes the use of the Excel Import function in AVEVA Engineering Tags to import Excel Worksheet files e.

aveva. www.1) Tags (Basic) TM-3550 Click on the “Manage” tab and then select the Excel Import option in the Import / Export group as highligeted: The “Select File to Import” dialog is then displayed. AVEVA Solutions Limited and its subsidiaries. In this case enter “EQUIP LIST TEST”.AVEVA Engineering (12. If no Configuration Name exists. user(s) may enter their preferred name.com © Copyright 1974 to current year. 76 .  If Confi gurati on Nam e e x i sts. select the Excel file and click Open button to display the Excel Interface Wizard. i t wi llb e avai lab le forse le cti on from th e Confi gurati on Nam e drop -down m e nu. All rights reserved.  Ex ce lfi le wi llb e p rovi de d b y th e trai ne r.Import dialog. Navigate to the folder containing the excel file.

aveva. in this case “Element Type” radio button is selected by default.Import” dialog. AVEVA Solutions Limited and its subsidiaries.1.SP4\p dm suse r\<Proje ct>\Data\Ex ce l C:\AVEVA\Plant\Proje cts12. 77 . From the “Excel Interface Wizard.1. i ti sonly re qui re d i f th e use rne e dsto th e save th e Confi gurati onsforfuture use .com © Copyright 1974 to current year.1) Tags (Basic) TM-3550 Click on the “Look In” drop-down to select where the configuration file is stored.AVEVA Engineering (12.  Forde tailson h ow to use Datab ase Vi e w(s) Data Mode p le ase re fe rto PDMS De si gn Com m on Functi onali ty Use rGui de . All rights reserved.SP4\<p roje ct>\<p roje ct>dflts\Data\Ex ce l C:\AVEVA\Plant\PDMS12. www.1.SP4\PDMSUI\dflts\Data\Ex ce l Select the preferred “Data Mode” to use for the import.  Option Use r Proje ct Com p any Default folder location C:\AVEVA\Plant\Data12. click Next button to display the “Worksheet and Element Type Configuration” dialog.  Confi gurati on Nam e i snot m andatory . in this example select “Product”.

If the “Excel Interface Wizard.aveva. 78 .Import” made no element type suggestion or made an inappropriate suggestion.1) Tags (Basic) TM-3550 The Import Wizard will attempt to match the imported element type that each worksheet contains to the database element type.AVEVA Engineering (12. if the same element type names exist. www. All rights reserved. AVEVA Solutions Limited and its subsidiaries. Th e use ralso h asth e op ti on to i nclude th e W orks h e e ts to b e i m p orte d b y ch e cki ng th e “Include” colum n ch e ckb ox or e x clude th e worksh e e t from th e i m p ort p roce ssb y unch e cki ng de si re d worksh e e t “Include” ch e ckb ox Ch e cki ng th e “Include All” colum n wi llautom ati cally ch e ck allth e di sp lay e d worksh e e t Include ch e ckb ox .com © Copyright 1974 to current year.  To de le te orre m ove any row. The user must select the required Element type from the “Element Type” drop down list. s e le ct th e de s i re d row and th e n s e le ct th e de le te i con to re m ove th e row.   W h e re an i m p ort fi le contai ns m ulti p le worksh e e tsth i sform allowsth e worksh e e tsto b e i m p orte d to th e Engi ne e ri ng datab ase .

AVEVA Solutions Limited and its subsidiaries. To do this: Select the desired element type and click in the Attribute cell.aveva. All rights reserved. For each column a drop down list of the valid attributes will be displayed. Select the desired database attribute from the drop down list as shown below: www. In the “Attribute row”.1) Tags (Basic) TM-3550 To continue click on the Next button from “Worksheet and Element Type Configuration” dialog to display the “Column and Attribute Configuration” dialog as shown:  Th e “Column and Attribute Configuration” di alog allowsus e rsto s p e ci fy th e e le m e nt to up date duri ng th e i m p ort p roce s s . 79 . map the data (attributes) contained in the excel import file to the required Engineering database attribute which will be populated or updated.com © Copyright 1974 to current year.AVEVA Engineering (12.

80 . click the checkbox. Th i s allowe d th e avai lab le colum nsto b e i nclude d i n th e i m p ort p roce s s . If s om e colum nsare not re qui re d th e y could b e e x clude d from th e th e i m p ort b y unchecking th e ap p rop ri ate Update colum n(s ).1) Tags (Basic) TM-3550  If th e attri b ute nam e i sknown i t m ay b e ty p e i nto th e Attri b ute ce ll.aveva.com © Copyright 1974 to current year.  By ch e cki ng th e Update All ch e ckb ox . click on the Next button.  Th e Confi gurati on Op ti onsForm allowsre m ove carri age re turn from th e te x t attri b ute s. b ut wi llnot up date th e datab as e attri b ute . All rights reserved. AVEVA Solutions Limited and its subsidiaries. the Configuration Options form is then displayed. Once the required configuration in Column and Attribute has been completed.  Le avi ng th e ‘ Up date ’ch e ckb ox unch e cke d wi llallow th e attri b ute to use d duri ng th e i m p ort m atch i ng p roce s sand any di ffe re nce wi llb e h i gh li gh te d i n th e Accept and Recject Form .AVEVA Engineering (12. www. In this example the checkbox should not be unchecked. ‘ Update’rowsch e ckb ox e sare autom ati cally ch e cke d. To remove carriage return from text attributes. Ps e udo attri b ute are not i n th e drop down li s t and m us t b e ty p e d i nto th e Attri b ute ce ll.

 If a confi gurati on nam e was p re vi ously e nte re d i n “Ch oose a Confi gurati on”form .1) Tags (Basic) TM-3550 To continue click on the Next button from “Configuration Options” dialog to display the “Save Configuration Changes” dialog To save the configuration check the “Save the Configuration” check box. AVEVA Solutions Limited and its subsidiaries. Click the Finish button. and the import may be cancelled without affecting the contents of the database.aveva.  If th e i m p orte d data i slarge a p rogre s sb ar m ay b e s h own i ndi cati ng th e p rogre s sof th e datab as e s can.com © Copyright 1974 to current year. The Excel Wizard then scans the Dabacon database and determines what changes will take place if the import is confirmed. th e syste m de faultsto th e e x i sti ng nam e . the Accept/Reject Wizard window will then be displayed with a list of potential changes.AVEVA Engineering (12. www. All rights reserved. No changes are made at this point. Once the processing of the source data (Excel import data) is completed. 81 .

Im p ort form .AVEVA Engineering (12. www.1) Tags (Basic) TM-3550  Th e Acce p t /Re je ct Form i sonly di s p lay e d i f Ele m e nt Ty p e Data Mode i ss e le cte d from Ex ce lInte rface W i zard.aveva. Select the Accept/Reject tab to review all the imported data as shown: Check the “Accept All” check box to accept all the required changes or updates as shown. All rights reserved. Th e form i sdi sab le d i f th e use rse le ctsDatab ase Vi e w data m ode .com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. 82 .

All rights reserved. Import progress dialogue will then be displayed indicating the progress of the import as highlighted.com © Copyright 1974 to current year.1) Tags (Basic) TM-3550 User (s) can reset the Accept/Reject Grid feedback colour to any preferred colour. click the OK button from the “Accept/Reject” tab. To start the import process. AVEVA Solutions Limited and its subsidiaries. 83 .AVEVA Engineering (12.aveva. www.  Th e Sum m ary and Errors& W arni ngsTab son th e Im p ort Progre s sDi alog di sp lay sth e te x tual de s cri p ti on of th e i m p ort and a li s t of i m p ort e rrorsre s p e cti ve ly . by selecting Feedback Colours option form by right –clicking the submenu as shown below.

3.1) Tags (Basic) TM-3550 The import data are then displayed in the specified list e.aveva. AVEVA Solutions Limited and its subsidiaries.g “Equipment List”. 6. Right-click on the list and select the ‘Export to Excel’ option from the submenu as shown: www.1 Exporting Data from Current Lists View – A Worked Example To export data from current list view to Excel Worksheet File: Open the list view e.com © Copyright 1974 to current year. All rights reserved. 84 .AVEVA Engineering (12. There are two ways to export data from AVEVA Engineering these are:  Exporting data from current list view  Exporting data from Selected Database 6.g Equipment List.3 Exporting Data to Excel Output The Export to Excel option is a tool used when exporting item(s) from Engineering database to an Excel output.

AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries.aveva. enter a preferred file name in this case EQUIP EXPORT TEST and click on the Save button to save the file. 85 . All rights reserved. click on the Current List from the pull-down list in the Import / Export group of the ‘Manage’ tab as shown: The “Save As” form is then displayed. www.com © Copyright 1974 to current year.1) Tags (Basic) TM-3550 Alternatively.

AVEVA Solutions Limited and its subsidiaries. The “Excel Interface Wizard – Export” form is then displayed. which in this case is ‘EQUIP LIST TEST’.1) Tags (Basic) TM-3550 6.2 Exporting Selected Data from Database to Excel File – A Worked Example This tool allows users to export selected data from the database (e. www. If no Configuration Name exists.g “Equipment List”. All rights reserved.3. Select the Configuration Name created during the import example.aveva. Engineering database).com © Copyright 1974 to current year. Select the “Select From Database” option. To do this: Open the list view e. user(s) may enter their preferred name and click the Next button.AVEVA Engineering (12.g. Click the pull-down arrow button next to the ‘Excel Export’ in the Import / Export group of the ‘Manage’ tab. 86 .

All rights reserved. www. AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year. 87 .aveva.1) Tags (Basic) TM-3550  Confi gurati on Nam e i snot m andatory .AVEVA Engineering (12. The “Worksheet and Element Type Configuration” wizard form will then be displayed. i ti sonly re qui re d i f th e use rne e dsto save th e Confi gurati ons forfuture use . showing the Worksheets and Elements types defined during the import process.

Moves the selected row up the grid. This allows an additional worksheet to be defined and added to the export by selecting the icon. select the delete icon.com © Copyright 1974 to current year. The “Column and Attribute Configuration” wizard form is then displayed. 88 . Once the required configuration in “Worksheet and Element Type Configuration” has been completed. Click on the Next button to continue.1) Tags (Basic) TM-3550 Toolbar descriptions: To delete the selected row. AVEVA Solutions Limited and its subsidiaries. All rights reserved. www. This adds a new row to the grid.AVEVA Engineering (12. Moves the selected row down the grid. The worksheets in the export file will be created in the order that they are shown in the grid.aveva. To export different UDET:s of the same base type.

This can be changed if required.  If th e colum n and Attri b ute fi e lds(rows) are not com p le te d forany of th e di sp lay e d e le m e nt ty p e s.com © Copyright 1974 to current year. 89 . a warni ng m e ssage wi llb e di sp lay e d i f Ne x t b utton i sse le cte d.AVEVA Engineering (12.1) Tags (Basic) TM-3550 Users may choose to add additional attribute to the displayed Element Type by clicking Add a new row Icon in Column and Attribute Configuration toolbar to add the required number of rows.aveva. www. AVEVA Solutions Limited and its subsidiaries. The wizard automatically defaults the Excel column name to the name of the selected attribute by clicking the Excel column row. All rights reserved. In this case add attribute “:WIDTH-DIA” and “Ref” to the attribute row.

aveva.  If th e colum n and attri b ute fi e lds(rows) are not com p le te d forany of th e di sp lay e d e le m e nt ty p e s.1) Tags (Basic) TM-3550 Click Next button in the Column and Attribute Configuration wizard to continue. a warni ng m e ssage wi llb e di sp lay e d i f Ne x t b utton i sse le cte d. All rights reserved.com © Copyright 1974 to current year. Reference attributes or use local time for elements of DateTime type. OWNER. 90 . To remove leading slash from NAME. The “Select Filename for export” dialogue will then be displayed.AVEVA Engineering (12. www. click on the appropriate checkboxs. Enter Name of the export file and click the Save button. Click on the Finish button. In this example the checkbox for “NAME” and “OWNER” should be checked to remove leading slash from exported data. AVEVA Solutions Limited and its subsidiaries. The “Column and Element Configuration” wizard form is then displayed.

com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.aveva.AVEVA Engineering (12.1) Tags (Basic) TM-3550 Enter Name of the export file and click the Save button. www. showing the progress and completion of export. Exporting to Excel File form is then displayed. 91 .

aveva.AVEVA Engineering (12.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. 92 . Some formatting is included and a filter is automatically added to each column as shown: www.1) Tags (Basic) TM-3550 The file is then saved to the specified location. All rights reserved.

All rights reserved. www. AVEVA Solutions Limited and its subsidiaries.aveva. 93 . export the data to an Excel worksheet and modify the highlighted record listed below before re-importing the data.Excel Import / Export  Use Excel Import tool to create the following records in the “Equipment List” view  Using Excel export tool.1) Tags (Basic) TM-3550 Exercise 3 .AVEVA Engineering (12.com © Copyright 1974 to current year.

 Close allp re vi ousAVEVA Engi ne e ri ng-Tagsse ssi ons. 7.1 Creating Category .g.aveva.Chapter 7 7 Categories and List Management AVEVA Engineering Tags provides users the capability to group and manage project data into different user-defined categories which are normally discipline specific and under each of these categories specific Lists (e. 7. The following worked examples describe how to create and manage a user-defined Category and Lists within that Category.Worked Example – A Worked Example In this example only user (s) with administrative access rights in this case “TAGSADMIN” user can create or modify existing categories.1. All rights reserved. www. Equipment list) are created.com 94 .1 Categories Creations and List Management A list is created initially from a project database view and then grouped into user-defined Categories and this will usually be created by the advanced users or system administrator with administrative access rights to create or modify list layout. © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries.

95 . All rights reserved. the Manage Lists form is then displayed Click on the Add Category button on the Manage Lists form and the Manage Lists Category form is then displayed as shown: www.aveva. AVEVA Solutions Limited and its subsidiaries.1) Tags (User Training) TM-3550 In a separate session enter AVEVA Engineering-Tags module as TAGSADMIN user with the following details: Username: A. Password:A.TAGSADMIN.AVEVA Engineering (12. MDB: A-TAGS.com © Copyright 1974 to current year. Then click on the Manage icon in the List and Schedules group.

that the list is to be created under. AVEVA Solutions Limited and its subsidiaries. Equipment list) to preferred Category.SP4\PDMSUI\dflts\Data\Li sts From the “Manage Lists Category” form click on the OK button.com © Copyright 1974 to current year. se le ct th e cate gory nam e and cli ck on Remove Category b utton.SP4\<p roje ct>\<p roje ct>dflts\Data\Li sts C:\AVEVA\Plant\PDMS12. In this example select “Project”  Th e ch oi ce of th e Cate gory ty p e from th e p ull-down li st de te rm i ne swh e re th e li st i sstore d.g.g. Project or Company.AVEVA Engineering (12. All rights reserved. m ay not h ave W ri te acce ssto th e Poje ct orCom p any one s.1.  If th e Category Nam e ne e dsch angi ng.1) Tags (User Training) TM-3550 In the Category Field text box enter the preferred Category name. W h e n a cate gory i sde le te d allli stsi n th at cate gory are also de le te d. “Plant”. The Manage Lists Category form is then closed and the new category is listed in the Categories group of the Manage Lists form. de p e ndi ng on W i ndowsacce ssri gh ts.  To de le te Cate gory from th e cate gori e sgroup of th e Manage Lists. se le ct th e cate gory nam e from th e cate gori e sgroup of th e Manage Lists wi ndow and cli ck on Properties b utton to m odi fy orch ange th e nam e of th e re qui re d fi e ld. click on the Add List button on the “Manage Lists” form.A Use r. 96 . select the type of category from the Category type list.aveva.SP4\p dm suse r\<Proje ct>\Data\Li sts C:\AVEVA\Plant\Proje cts12. Option Default folder location Use r Proje ct Com p any C:\AVEVA\Plant\Data12. in this case “Plant” If applicable. User.2 Creating a List – Worked Example – A Worked Example This worked example describes how create or add Lists (e.1. To do this: First select the preferred Category.1. 7. www.1. e.

 If th e data from th e li st i sto b e e x p ortab le to AVEVA NET.g “Plant Equipment List” The Category field shows the category that the list belongs to.aveva. the field can only be changed in Manage Lists Category form.AVEVA Engineering (12. th i s allowi ng use rsto se le ct vi e wsfrom Ele m e nt.In th i se x am p le th i sfi e ld sh ould re m ai n asProje ct Vi e w. Use rorProje ct vi e w . www. 97 . In this case Plant. AVEVA Solutions Limited and its subsidiaries.  In th e View Definition Set se cti on of th e form . All rights reserved.1) Tags (User Training) TM-3550  Th e Nam e i sa m andatory fi e ld. ch e ck th e Can be published to AVEVA NET ch e ckb ox . b y de fault Project Views i sse le cte d i n th e li st.com © Copyright 1974 to current year. In Description Field enter a more descriptive name e.

Th e se le cte d li st i sth e n de le te d.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries.1) Tags (Advance d) trai ni ng gui de .  If re qui re d. and is displayed on the Manage Lists form within the Lists in Category list form as shown.  Vi e w De fi ni ti on Se t i suse d to add e x i sti ng vi ew de fi ni ti on se tsto th e Vi ew De fi ni ti onsse t li st. and cli ck Copy List b utton.  To de le te a li st.1) Tags (User Training) TM-3550 The next step is to select the desired project database view (datasource) to base the list on. i sgi ve n to th e ne w li st. The newly created list “Plant Equipment List” is then added to the “Plant” category. All rights reserved. Th e “Li st Manage r”form i sth e n di sp lay e d wi th th e p rop e rti e sof th e cop i e d li st and a de fault nam e of “cop y of <nam e of cop i e d li st>”. To Cop y a li st. which will form the basis of the list view.AVEVA Engineering (12. www. se le ct th e re qui re d Li st from th e Li stsi n th e Use r Inde x Cate gory li st of th e Manage Li stsand cli ck on th e Prop e rti e sb utton from th e Manage rLi sts. fi lte rth e li st of vi e wsb y se le cti ng a fi lte rfrom th e Datab ase Ty p e sFi lte rli st. se le ct th e de si re d li st from th e Li st i n Cate gory li st and cli ck Remove List b utton. se le ct th e re qui re d li st from th e Li stsi n Cate gory li st. 98 . Click on the OK button to close the form. In this case select “ENG – Mechanical TAGS”.aveva. Ne w De fi ni ti on Se tscan b e cre ate d and e x i sti ng de fi ni ti on se ts-can b e e di te d usi ng Datab ase Vi e wsEdi tor Form ore de tai lsb e re fe rto TM-3551 –AVEVA Engi ne e ri ng (12.   To e di t orm odi fy ne wly cre ate d Li st.

The newly created list can then be displayed by selecting the “Home” tab. To display the desired list e. www.com © Copyright 1974 to current year. All rights reserved.1) Tags (User Training) TM-3550 Finally.AVEVA Engineering (12. and then select the desired category (Plant) from the pull-down list to display the entire list that is associated with the selected category.aveva. click the Open icon. click on the Ok button from the Manager Lists form to save the newly created list and close the Manage Lists form.g “Plant Equip List”. AVEVA Solutions Limited and its subsidiaries. The list is then displayed in the List / View window. 99 .

3.g. In this example the “Plant Equip List” fields are modify to display the following column in the grid view. Click on the “Plant” category to display available list (e. the sorting order of the fields. define the layout of the fields.1) Tags (User Training) TM-3550 7. 100 .com © Copyright 1974 to current year.Plant Equip List) www. and they can also apply filtering.A Worked Example The List Fields allows user(s) to specify the columns to be displayed in the grid view and also give the user(s) the capability to modify the columns caption (display name). All rights reserved. select the “Manage” icon.1 Editing Lists Fields.1. 7.1. to display the Manage Lists form.            Name Tag Prefix Tag Number Tag Suffix Description Location P&ID Datasheet icon Diagram icon 3D Object icon Linked Documents icon From the “Home” tab. AVEVA Solutions Limited and its subsidiaries. This is described in the following worked examples.AVEVA Engineering (12.3 Managing Lists View Fields The user can specifies which fields are to be included in the list view.aveva.

aveva.”Plant Equip List” and click on the lower Properties button. the List Manager form will be displayed. Nam e and De scri p ti on can b e m odi fi edi f re qui re d.1) Tags (User Training) TM-3550  In th i se x am p le only use r(s) wi th adm i ni strati ve acce ssri gh tsi n th i scase “TAGSADMIN” use rcan m odi fy e x i sti ng li stsfi e lds. wh e re th e li sts. Select the preferred list e. 101 .AVEVA Engineering (12.  Th e Li st Manage rform .com © Copyright 1974 to current year. b y de fault wi llse le ct th e Vi e w tab . AVEVA Solutions Limited and its subsidiaries. All rights reserved.g. www.

AVEVA Solutions Limited and its subsidiaries.1) Tags (User Training) TM-3550 Select the “Fields” tab from the “List Manager” form to display the Field tab content as shown.com © Copyright 1974 to current year. Then click on the OK button from the List Manager form to Save the Fields settings and close the List Manager form. All rights reserved. To ch e ck orunch e ck allch e ckb ox e s. The Manage List form is then displayed as shown: www. 102 . se le ct/unse le ct th e ch e ckb ox i n th e Se le ct colum n h e ade r. Check the appropriate checkboxes in the “Select” column as highlighted.aveva.AVEVA Engineering (12.  Allch e ckb ox e sare ch e cke d b y de fault.

          Name Description Tag Prefix Tag Suffix Tag Number Location P&ID Datasheet icon Diagram icon 3D Object icon Linked Documents icon www.AVEVA Engineering (12.com © Copyright 1974 to current year.1) Tags (User Training) TM-3550 Finally.2 Modifying List Layout . AVEVA Solutions Limited and its subsidiaries.3. All rights reserved.A Worked Example The List Layout allows user (s) to specify the order in which the lists columns are to be displayed in grid view. click on the Ok button from the Manager Lists form to confirm the settings and close the Manage Lists form. TheList Layout also gives the user(s) the capability to add multilevel column headings.1. In this example the “Plant Equip List” fields are modify to display the following column in the grid view in the following order.aveva. 103 . The displayed list in the grid. in this case “Plant Equip List” will automatically be updated with the field settings as shown: 7.

Select the preferred list e.com © Copyright 1974 to current year. Select the Layout tab from the “List Manager” form to display the Layout tab content as shown www. the List Manager form will be displayed.1) Tags (User Training) TM-3550 From “Manage Lists” form.”Plant Equip List” and click on the lower Properties button.g. All rights reserved.AVEVA Engineering (12. 104 . click on the “Plant” category to display available list. AVEVA Solutions Limited and its subsidiaries.aveva.

in this case “Plant Equip List” will automatically be updated with the field settings as shown: www. The displayed list in the grid. All rights reserved.1) Tags (User Training) TM-3550 Change the order of columns either by:  Dragging and dropping them up or down the list of column names in the left-hand section of the tab.  Alternatively drag and drop the preferred column text to the left or right in the graphical representation of columns in the right-hand section of the tab.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. 105 .aveva.AVEVA Engineering (12.

aveva. Select the Layout tab from the “List Manager” form to display the Layout tab content.g. AVEVA Solutions Limited and its subsidiaries. 106 .3 Adding Multi-Level Column to List Field . www. in the left-hand section of the tab and click on “Add Group”. Multi-level column used to group columns together under User-defined column headings as described in the worked examples: From “Manage Lists” form.1) Tags (User Training) TM-3550 7. Select the preferred list e.A Worked Example Multi-level column headings may be created by user(s) if required.”Plant Equip List” and click on the lower Properties button. Right-click on the column displayed name or the “Root” node.3.AVEVA Engineering (12. click on the “Plant” category to display available list. the List Manager form.1. All rights reserved.com © Copyright 1974 to current year.

ri gh t –cli ck on i t and cli ck on “Rename Group” or“Delete Group”from th e sub m e nu. AVEVA Solutions Limited and its subsidiaries. In this case enter “General Data”. 107 .aveva.AVEVA Engineering (12. www. All rights reserved.1) Tags (User Training) TM-3550 A new column group heading is then added with the default name “Group 1” (assuming it is the first group to be created). Rename the default column group heading Name ‘Group 1’ if required.com © Copyright 1974 to current year. Drag and drop the columns that are to be grouped under the new heading onto its entry in the list as shown  To re nam e orde le te a group .

by clicking on the Multi Level Headings column displayed pin icon or right-clicking on the Multi Level Headings column name in the list of columns and select Pin Column from the menu. All rights reserved.com © Copyright 1974 to current year.1) Tags (User Training) TM-3550 The user could also add a column pin if required. and remains displayed at the left-hand side of the list even when the list is scrolled to the right. www. AVEVA Solutions Limited and its subsidiaries.aveva. it automatically becomes the first (left-hand most) column of the list.AVEVA Engineering (12. When a column is pinned. 108 .

109 .g. From “Manage Lists” form. www.A Worked Example By default.1) Tags (User Training) TM-3550 Then click on the “OK” button from the “List Manager” form to save the layout settings and close the “List Manager” form. All rights reserved.4 Modifying List Sorting Order.3.”Plant Equip List” and click on the lower Properties button.AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries. click on the “Plant” category to display available list. The displayed list in the grid.com © Copyright 1974 to current year. Select the “Sorting” tab from the “List Manager” form to display the Sorting tab content. This default sort order can be changed using the List manager on the Sorting tab. in this case “Plant Equip List” will automatically be updated with the Layout settings as highlighted.  Ch e cki ng th e “Show used only” ch e ckb ox re stri ctsth e View Fields li st to di sp lay only th e fi e ldsth at wi llap p e ari na li st. with the newest listed first.1.aveva. 7. the List Manager form. Select the preferred list e. records in a list are displayed in rows based on order of creation. The example below illustrates this.

aveva.1) Tags (User Training) TM-3550 To setup or modify the list sorting. Double-click on the preferred View fields e. The selected View Field (Tag Number) is then moved to the “Sort by” field and the desired “Sort order” is then selected as shown:  If re qui re d th e Sorti ng Orde rcan b e re se t to th e e i th e rAsce ndi ng orDe sce ndi ng orde rfrom th e Sort Orde rp ulldown li st. “Tag Number”. To do this. 110 . AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year. The “Manage List” form is then displayed.g. All rights reserved. Click on the OK button from the “List Manager” form to Save the sorting settings and close the “List Manager” form. the column to be Sort by and Sort order settings must be modify accordingly.AVEVA Engineering (12. Click on the OK button from the “Manager Lists” form to confirm the settings and close the “Manage Lists” form. www.

Enab li ng th e “Num e ri calSort”allowsnum e ri calsorti ng forp arti cularcolum ns. All rights reserved. in this case “Plant Equip List” will automatically be updated in an ascending order as highlighted.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. te x t attri b ute sare sorte d b y alp h ab e ti cally . www.1) Tags (User Training) TM-3550 The displayed list in the grid.  Use rwi th ap p rop ri ate acce ssri gh t can also e nab le Num e ri calSorti ng vi a th e Li st Manage rForm as hi gh li gh te d b e low:  By de fault.aveva.AVEVA Engineering (12. i n AVEVA Engi ne e ri ng Tagsgri d. e ve n i f th e value contai nsb oth num e ri caland alp h ab e ti calth e y are also sorte d alp h ab e ti cally . 111 .

Select the “Sub-List” tab from the “List Manager” form to display the Sub-List tab content. All rights reserved. click on the “Plant” category to display available list.AVEVA Engineering (12. www. the sub-list will display the details of items associated with the selected item.1.This example describes how to display desired sub-list of items in a list view. the List Manager form.”Plant Equip List” and click on the lower Properties button.3.5 Modifying Sub-List Display . If a sub-list is set up for a list.com © Copyright 1974 to current year. Th e Sub -li st m ust b e se t up fi rst i n th e Le x i con Module b e fore Sub –Li st tab i n Li st Manage rcan b e use d.aveva.1) Tags (User Training) TM-3550 7. 112 . when an item is selected in the list. From “Manage Lists” form. The Sub-List setup can be based on Owner-Member relationship or Reference Attributes.A Worked Example The Sub-Lists tab lists the allowable sub-lists for the current list. This Sub-List below is based on Owner-Member relationship. AVEVA Solutions Limited and its subsidiaries.g. Select the preferred list e.

Be low i se x am p le of a sub li st b ase d on Re fe re nce Attri b ute s. 113 . All rights reserved.1) Tags (User Training) TM-3550 Forfurth e rde tai ls.aveva.1) Tags(Adm i n) Trai ni ng Gui de . AVEVA Solutions Limited and its subsidiaries. p le ase re fe rto TM-3552 –AVEVA Engi ne e ri ng (12. In this case ‘Motors and Nozzle Schedule’ www.com © Copyright 1974 to current year. on h ow to se t up a sub li st b ase d on Owne r-Me m b e rre lati onsh i p orRe fe re nce Attri b ute s.AVEVA Engineering (12. Check the appropriate sub-list item checkbox.

com © Copyright 1974 to current year. All rights reserved.aveva. The displayed list in the grid. displaying the sub-list. AVEVA Solutions Limited and its subsidiaries.1) Tags (User Training) TM-3550 Click on the OK button on the “List Manager” form to save the settings and close the form. in this case “Plant Equip List” will automatically be updated.AVEVA Engineering (12. Click on the OK button on the “Manage Lists” form to confirm the settings and close the “Manage Lists” form. www. 114 . The “Manage List” form is then displayed.

AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year. To h ave adm i ni strati ve acce ssri gh tse nte rAVEVA Engineering-Tags m odule asTAGSADMIN use rwi th th e followi ng de tai ls: Username: A.Project 2. 115 . Password:A. MDB: A-TAGS 1.aveva.TAGSADMIN.1) Tags (User Training) TM-3550 Exercise 4 – Category and List Management  In th i se x e rci se only use r(s) wi th adm i ni strati ve acce ssri gh tsi n th i scase “TAGSADMIN” use rcan m odi fy e x i sti ng li stsfi e lds. Create a Category for Electrical Engineers and complete the displayed fields as shown: Category Field – Electrical Group Category Type .AVEVA Engineering (12. All rights reserved. Create a List based on project database view “Electrical TAGS with DSX” for the newly category (Electrical Group) and complete the displayed fields as shown: Name – Electrical List Description – Electrical List www.

com © Copyright 1974 to current year. Tag Letter. www. Tag number. AVEVA Solutions Limited and its subsidiaries. Open the newly created list “Electrical List” and modify the List View using the “List Manager” form to display the following column in AVEVA Tags grid View: - Tag Number Prefix Tag Letter Tag Suffix Description Location Discipline 4.1) Tags (User Training) TM-3550 3. create a Multi-level column heading to group the following field columns Name. Tag Prefix. Using the “Layout” tab in List Manager. 116 . Tag Suffix and Tag Number listed in “Electrical List” view into Multi-level group called “Electrical General Data”.aveva. All rights reserved.AVEVA Engineering (12.

1) Tags (User Training) TM-3550 Multi-level group called “Electrical General Data” is displayed as shown: 5. All rights reserved. 117 . to setup a descending sorting order based on Tagnumber for “Electrical List view” www. Using the “Sorting” tab in List Manager form.com © Copyright 1974 to current year.AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries.aveva.

8.g “Equipment items” and change existing status of item (s) in the lifecycle. do not re -e nte rth e se ssi on. This is actioned by commands to promote and demote on the status actions part of the “Manage” tab. To start the Process. In a separate session enter AVEVA Engineering-Tags module as MECHENG user with the following details: Username: A.com © Copyright 1974 to current year. MDB: A-TAGS  If th e “MECHENG” AVEVA Engineering-Tags se ssi on i sp re vi ously op e ne d.1. The status levels are defined in thee Lexicon module by the system administrator.aveva. All rights reserved. This example describes how to add status to item(s) e. which they progress through.1 Add and Change Status of Items in a Lifecycle – A Worked Example This capability allows users to add Elements that are not on the lifecycle and to change the status of elements to any status in the lifecycle.MECHENG.Chapter 8 8 Lists Records Management AVEVA Engineering Tags provides various Manage capabilities allowing users to:   View and change the project lifecycle status of an item or element. 118 . Password: A. 8. www. Elements may be assigned a lifecycle consisting of defined Status.1 View and Change Status of Lists Data AVEVA Engineering provides Status management facilities to graphically view which displays lifecycle stages associated with the elements in the current list as a workflow diagram. This chapter covers Status control and Change Highlights Managements worked examples. AVEVA Solutions Limited and its subsidiaries. Highlight changes to data between AVEVA Engineeing Tags sessions. si m p ly p roce e d wi th followi ng ste p sb e low.

Equipment List) from the “Status Definition” dropdown list in this case “Equipment Tag: Tag Item Status”) and select Status Graphical Viewer icon button next to open and review the graphical representation of the selected lifecycle.aveva. Click on the Manage tab as shown: Select the appropriate lifecycle for the displayed list (e. www. 119 . AVEVA Solutions Limited and its subsidiaries.g.com © Copyright 1974 to current year.AVEVA Engineering (12.1) Tags (User Training) TM-3550 Open “Equipment List” list view. All rights reserved.

1) Tags (User Training) TM-3550 The Graphical View form is opened displaying the graphical representation of the selected lifecycle. meaning they are not on the current lifecycle.AVEVA Engineering (12. Click the Edit icon Status Action group of the Manage tab as highlighted:  in the Ele m e ntswi th uncontrolle d statusvalue cannot b e p rom ote d or de m ote d.com © Copyright 1974 to current year.aveva. th e op ti onson th e tab are di sab le d. All rights reserved. The Status – Tag Item Status is then displayed. E1302A and P1501A”. AVEVA Solutions Limited and its subsidiaries. The current status of the element will be listed as “Not Controlled”. www. Select the desired elements in this case “C1101. 120 .

AVEVA Solutions Limited and its subsidiaries. enter a comment if required.AVEVA Engineering (12. and click “OK” button or “Apply” button. All rights reserved.com © Copyright 1974 to current year. 121 .1) Tags (User Training) TM-3550 Select the required status in this case “Allocate [5]” to apply to the element. The elements (item) are set to the selected status in the list as shown: www.aveva.

th e ti m e and date of th e last statusm odi fi cati on and i de nti fi e sth e use r wh o m ade th at ch ange . www.  Th e “Status-Tag Status” form li st th e nam e sof th e se le cte d e le m e nts. AVEVA Solutions Limited and its subsidiaries.aveva. Enter comment if desired and click on OK button to apply the status change. All rights reserved. The Status – Tag Item Status form is displayed as shown. select it in the list and click Promote in the Status Actions group of the Manage tab or select Edit option to promote the element to the next status. 122 .AVEVA Engineering (12.com © Copyright 1974 to current year.1) Tags (User Training) TM-3550 To promote the status of the element(s) “C1101” to the next stage in the lifecycle.

aveva. select the status with the selected lifecycle in this case “Allocated [5]”. To search for elements in a list that share the same status in a lifecycle.com © Copyright 1974 to current year. Click the search icon next to the drop-down list. All objects in the list at the selected status are then selected. AVEVA Solutions Limited and its subsidiaries. click on the drop-down list next to Status Values list field as shown below: From the Status Values list (the bottom drop-down list). www. All rights reserved. 123 .AVEVA Engineering (12.1) Tags (User Training) TM-3550 The element “C1101” is then set to selected status in the list as shown:  Th e Multi p le e le m e ntsi n th e sam e statuscan also b e se le cte d and p rom ote d orde m ote d.

1) Tags (User Training) TM-3550 The selected Status value is displayed both in the grid and highlighted in Graphical view form as shown.  Th e se le cte d Status value i sdi sp lay e d b oth i n th e gri d and h i gh li gh te d i n Grap h i calvi e w form Right –clicking on a status definition from Graphical View form . 124 . All rights reserved.aveva. www. AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year.shows elements in the list that share the same status in a lifecycle that are then selected as shown.AVEVA Engineering (12.

select the desired element (item) in the list Click on the Remove button in the Status Actions group of the Manage tab. The “Remove Status” form is then displayed. The selected element(s) are then taken off the lifecycle and the status is set to “Not Controlled” as shown www. Select the “Yes” button. 125 .aveva.1) Tags (User Training) TM-3550 To remove an element or elements from a status lifecycle.com © Copyright 1974 to current year. All rights reserved.AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries.

AVEVA Solutions Limited and its subsidiaries.aveva.AVEVA Engineering (12. select the desired elements e.1) Tags (User Training) TM-3550 8.2 Status Statistical Report for List Records This functionality allows the user (s) to generate and view a graphical breakdown of the proportion of selected elements a list at each status.1 Status Statistical Report for List Records – A Worked Example To view graphical or statistical breakdown of elements. The Statistical Report form is then displayed.This is described in the work example. 8.g.com © Copyright 1974 to current year. www.2. “C1101” and “E1302A” in the list as shown. 126 . Click Statistics button in the Status Actions group of the Manage tab. All rights reserved.

Savi ng Re p ort asx m lfi le sloadi ng save d re p ort and re fre sh i ng re p ortswi th any ch ange s m ade si nce th e y we re op e ne d. To display a different chart type. All rights reserved.com © Copyright 1974 to current year. right –click on the report background to display a menu and select “Chart type” from the sub-menu click on required chart type in this case “Bar Chart” as shown. Hover the mouse cursor over a segment to view percentage of selected elements that the segment represents. as explained in the legend.AVEVA Engineering (12. www. ri gh t-cli ck on i t. Th i s faci li ty i salso avai lab le i n th e Status Acti onsgroup of th e Manage tab . right-click on it and select the List Elements option from the menu that is then displayed.1) Tags (User Training) TM-3550 Each coloured segment of the chart represents a status in the lifecycle currently selected for the list.  To e di t th e statusof th e e le m e nts th at a se gm e nt re p re se nts. AVEVA Solutions Limited and its subsidiaries. To display the list of selected elements that a segment represents. Pri nti ng Re p orts.  Th e Ri gh t-cli ck m e nup rovi de soth e r op ti onssuch as.aveva. 127 . se le ct th e Edit Status op ti on from th e m e nu th at i sdi sp lay e d.

The Status History form is then displayed.1) Tags (User Training) TM-3550  To vi e w a log of th e statusch ange sth at h ave b e e n ap p li e d to th e e le m e ntsth at a se gm e nt re p re se nts. along with other session history.3 View History of Status Changes for Elements This facility allows the users to view the details of the status transitions for the selected elements. www.AVEVA Engineering (12. All rights reserved.aveva.3. select the desired elements in the list as shown: Click the History button in the Status Actions group of the Manage tab. This is described in the example below: 8. 8.com © Copyright 1974 to current year.1 View History of Status Changes for List Records – Worked Example To view a history of status changes for elements. 128 . ri gh t –cli ck on i t and se le ct th e StatusHi story op ti on from th e m e nu th at i sth e n di sp lay e d. AVEVA Solutions Limited and its subsidiaries.

www. From the menu that is then displayed. wh e n a save work i sm ade . De tai lssuch asdate . If Export to Excel is selected. AVEVA Solutions Limited and its subsidiaries. The differences between the last and current sessions are then highlighted in the list view on a new list tab.4 Highlight Changes between Sessions in a List View This tool provides users the capability to view database changes related to objects between two database sessions or stamps and highlight the changes using different colours. All rights reserved.Latest” option will automatically compare two most recent database sessions “Choose Sessions” option will display dialogs for selection database sessions and/or database stamps. And Stam p sare usually se tup b y syste m adm i nstratorsto m ark th e re le vant se ssi on of datab ase se i th e rb y sp e ci fy i ng a ti m e and date . The use of this tool is described in the example below: 8. ora se ssi on num b e r. use r.1) Tags (User Training) TM-3550 The log can be printed or exported to an Excel spreadsheet by right-clicking and selected the required option from the menu that is then displayed. Se ssi on de scri p ti onsare store d asp art of th e Se ssi on data.  A ne w Se ssi on i scre ate d on th e datab ase .com © Copyright 1974 to current year. A Refresh option is available to update the log with any changes made since it was opened. The Highlight Changes option contains latest and Choose Sessions sub-options.1 Highlight Changes between Last and Current Session – A Worked Example To highlight changes between the last session and the current session: Click on the arrow button underneath the Highlight option in the Changes group of the Manage tab. 129 . the Print Preview window is displayed. 8.4. click the Current Session option. the Save as dialog is displayed.aveva.AVEVA Engineering (12. If Print Preview is selected.

AVEVA Solutions Limited and its subsidiaries.2 Changes and History between Selected Sessions – A Worked Example To highlight changes between selected sessions. Th e data i n th i sli st vi e w cannot b e m odi fi e d. Click on the “Highlight” icon in the Changes group of the Manage tab.  Pre vi ousvalue sof e le m e nt (s) i n p re vi ousse ssi on can also b e vi e we d. The Choose Historical Database Session form is then displayed as shown below:  Th e Choose Historical Database Session form i suse d to se le ct a targe t se ssi on and a b ase se ssi on. www. Th e targe t se ssi on de faultsto th e curre nt se ssi on. The list view also display the type of change against each record in the list view as highlighted below.com © Copyright 1974 to current year.aveva.1) Tags (User Training) TM-3550  Th e ne w li st tab only di sp lay sth e ch ange s.4.AVEVA Engineering (12. All rights reserved. 8. b y h ove rth e m ouse cursorove r th e de si re d i te m to di sp lay th e p re vi ousvalue . 130 . Stam p s m ay also b e se le cte d.

aveva. button.. Select the desired Session and click OK button.com © Copyright 1974 to current year. click the appropriate browse . The “Select Session” dialog is then displayed. All rights reserved. www.1) Tags (User Training) TM-3550 To select a Base Session. The Stamps tab displays the list of available stamps. The Sessions tab displays the list of available sessions..AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries. 131 .

All rights reserved. The Differences between the selected sessions is then highlighted in the “Change Highlighted” List as shown. De le te d re cordsare h i gh li gh te d i n orange.1) Tags (User Training) TM-3550 The selected session is then saved to the Choose Historical Database Session form as shown: From the Choose Historical Database Session form.AVEVA Engineering (12. Ne w re cordsare h i gh li gh te d i n green. 132 .  Di ffe re nce ty p e sof ch ange sare i ndi cate d wi th di ffe re nt colours.com © Copyright 1974 to current year.aveva. click OK button. AVEVA Solutions Limited and its subsidiaries. www. Modi fi cati onsare h i gh li gh te d i n yellow.

All rights reserved.AVEVA Engineering (12.1) Tags (User Training) TM-3550 To view the history of a record data in a row or cell in the displayed list.com © Copyright 1974 to current year.aveva. select the desired row (in this case “E1302A”) and click on the History icon and to view history of data in the row. www. The new list tab (Row History tab) for E1302A displayed the changed columns and values between selected sessions. 133 . The “Row History” list is then displayed in a separate List tab. AVEVA Solutions Limited and its subsidiaries.

The “Column History” list for the selected sessions (Target and Base sessions) is then displayed in a separate List tab as shown. AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year. select the desired single cell in that column (in this case “C1101”) and click on the Column History to view the column history. www. 134 .aveva.1) Tags (User Training) TM-3550 To view the Column history of a record data in the displayed list.AVEVA Engineering (12. All rights reserved.

i n th i scase “Name”colum n to di sp lay th e de si re d colum n usi ng th e Li st Manage rform assh own.com © Copyright 1974 to current year. Th i si susually th e fi rst colum n b y de fault i n th e Row Hi story Li st.AVEVA Engineering (12.aveva. AVEVA Solutions Limited and its subsidiaries.  www.1) Tags (User Training) TM-3550  Use rwi th th e ap p rop ri ate acce ssri gh t can m odi fy th e row h i story i de nti fi cati on colum n h e adi ng usi ng th e Li st Manage rform . All rights reserved. 135 .

Display the graphical view of the records and change the status of the records in the lifecycle as shown: New Record B-81 B-81 B-82 C-83 Status Value Working [15] Working [15] Working [15] Working [15] Promote Value Approved In check In check Approved Demote Value In check Working Working Working 3. select existing record “C1101” and display schematic diagram view and the model in which the element is located. All rights reserved. In “Equipment List” list View. www.AVEVA Engineering (12. Use the Highlight changes capability to view the changes between the last and current session.aveva. AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year. Display the Statistical/graphical report in bar chart. 4. New Record B-81 B-81 B-82 C-83 Status Value Working [15] Working [15] Working [15] Working [15] 2.1) Tags (User Training) TM-3550 Exercise 5 – List Manage 1. 136 . Add a Status value to the new record created in exercise 3 as shown.

being the corresponding objects in the current database. where and if required. a schematic symbol on a P&ID and as a Tag in the engineering data base. into the Dabacon engineering data base. View Schematic Diagrams in List Data Generate Schematic Models of Equipment items View linked 3D objects in List Data View Document Links in List Views Compare/Update Compare/Update is a generic capability in AVEVA products to compare object data across different data sources and products.aveva. and destination data. Design and Engineering databases of a project. It uses the concepts of source data. with differences identified and reported.Chapter 9 9 Compare/Update/Link AVEVA Engineering Tags provides various Manage capabilities allowing users to:      9. The data in the target database can then be updated with any required change/modification or could also be updated with the creation of new items.1 To be compare engineering data against data created in other AVEVA products and/or external systems. All rights reserved. Each applicable source application can generate different attribute data which can be passed into a target application with control. we will ‘get’ new data from Schematic.com © Copyright 1974 to current year. Matching or equivalent items in both the Source and Target Dabacon databases could also be ‘Linked’. 137 . For instance a piece of equipment can exist as either a 3D model. being a reference set of objects in another database. and allow updates to be selectively applied as. AVEVA Solutions Limited and its subsidiaries. to maintain their persistent connection. www. In the following examples. The mechanism of the Compare/Update feature provides an integrated environment where ‘Source’ and ‘Target’ data can be compared.

1. All rights reserved. Schematic Model Manager) and stored schematic database. where data will be required to transverse between various compatible products.MECHENG. Password: A.  To i llustrate th i s. AVEVA Solutions Limited and its subsidiaries. AVEVA Diagrams.AVEVA Engineering (12. If th e “MECHENG”AVEVA Engi ne e ri ng-Tags se ssi on i sp re vi ously op e ne d. This chapter will cover the Comparison. MDB: A-TAGS.g. Update and Link of data between the following databases: Target Engineering Data (Engineering Database) Engineering Data (Engineering Database) Engineering Data (Engineering Database) Engineering Data (Engineering Database) Engineering Data (Engineering Database) 9.1) Tags (User Training) TM-3550 The functions of the Compare/Update feature can be utilized according a conventional product/data integration workflow.Engineering and Schematic Databases – A Worked Example AVEVA Engineering data can be compared against data created in AVEVA products (e.com © Copyright 1974 to current year.aveva. si m p ly p roce e d wi th followi ng ste p sb e low. do not re -e nte rth e se ssi on. See above for a basic schema of this workflow. www. Open “Equipment List” list view from the Mechanical category. e nte r AVEVA Engi ne e ri ng-Tagsm odule asMECHENG use r wi th th e followi ng de tai ls: Use rnam e : A.1 Source 3D Data (Design Database) Schematic Data (Schematic Database) Engineering Data (Engineering Database) Instrumentation/Electrical Data (SQL Database) Schematic Data/AVEVA P&ID (SQL Database) Compare / Update . 138 .

Clicking the Compare/Update contextual tab. then click the ‘Open’ to bring up a dialogue prompt and display a new contextual Compare/Update Actions tab on the ribbon bar.com © Copyright 1974 to current year.AVEVA Engineering (12. www. 139 .aveva. AVEVA Solutions Limited and its subsidiaries. All rights reserved. displays a ribbon bar with its menu items containing the dedicated ‘Compare/Update’ controls. Compare/Update dialog is then displayed.1) Tags (User Training) TM-3550 Click the Compare/Update/Link button located on the ‘Manage’ toolbar to display the secondary buttons.

Click the ‘OK’ button to eliminate the form.aveva. and the target database.com © Copyright 1974 to current year. Instrum e ntati on and P&ID datab ase s(wh i ch are h oste d on SQL se rve rs) aswe llasth e Dab acon datab ase sof De si gn.AVEVA Engineering (12. All rights reserved.1 Compare/Update Configuration Setup . Click the ‘Options’ button in the ‘Configuration’ group.1. Sch e m ati c and Engi ne e ri ng wh i ch wi ll b e li ste d assource si f th e re i sat le ast one datab ase of e ach i sp re se nt i n th e uti li se d MDB. Select and map target Engineering “Mechanical data” with source Schematic “Equipment data” by selecting the ‘Schematic Database’ from the picklist. and proceed with the configuration setup. AVEVA Solutions Limited and its subsidiaries. 140 .A Worked Example From the ‘Source Selection’ group. The applicable databases are as shown:  Th e li ste d datab ase sare th e AVEVA Ele ctri cal. th e n ‘ Sch e m ati c Datab ase ’wi llnot b e li ste d asa source i n th e datab ase source drop down.  Th e Engi ne e ri ng datab ase i salso li ste d asa ‘ Source’datab ase ssi nce th e AVEVA Engi ne e ri ng – Tags m odule allowsfor th e com p ari son and up date sof tagge d e ngi ne e ri ng i te m sagai nst oth e r tagge d e ngi ne e ri ng i te m s. For e x am p le . An initial (first time) selection of a source database will have a ‘Compare / Update’ information prompt form displayedThis prompt alerts that there are no element types mapped for data transaction between the selected source database. to display the Options form www.1. display the Source databases. i f th e curre nt MDB h asno sch e m ati c datab ase p re se nt i n th e MDB.1) Tags (User Training) TM-3550 9.

AVEVA Engineering (12.1)
Tags (User Training) TM-3550

Click the ‘Manage Configuration’ button
(Step 1 of 6) ‘Compare / Update Configuration Wizard’.

on the Options form to initiate the first step

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

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

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141

AVEVA Engineering (12.1)
Tags (User Training) TM-3550

(Step 2 of 6) Source Element Type
Source: Select the entry ‘Schematic Database’ from the drop down list
Display Name: This will be the name which
the configuration will be identified as. Type
the text ‘Schematic Equipment’ in the text
field.
Element Type: Select the radio button to
utilise the element type, before selecting the
entry ‘SCEQUIPMENT’ from the drop down
list. This is the source element which will be
required for comparisons and updates.
Name Attribute: Retain the default entry
‘Name’. This is the attribute which will be
utilised to find possible matches between
obtained source schematic items and target
engineering items
Unique Attribute: Retain the default entry
‘RefNo’. This attribute will be used identify
and maintain internal and persistent
connections between 2 items located in
different Dabacon databases.

Click on the ‘Next’ button to proceed to the next step.
(Step 3 of 6) Destination Element Type
Element Type: Select the entry
‘:MECHTAG’ from the drop down list
Display Name: This will be the name which
the target element type will be identified as.
Type the text ‘Mechanical Tags’ in the text
field.
Allow Insertion: Check the checkbox, to
allow for the creation of new items in the
target database, if source items do not find
a matching target item after comparison.
Name Prefix: Retain the blank text field.
This allows for newly created items to take
on an additional name prefix, along with the
name of the source items being created
from
Create Reverse Configuration: Retain as
unchecked. Selecting this checkbox will
automatically create a new configuration in
which the selected Source element type will
be swapped to be the target element type, vice versa.
Click on the ‘Next’ button to proceed to the next step.
© Copyright 1974 to current year.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.

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142

AVEVA Engineering (12.1)
Tags (User Training) TM-3550

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

(Step 4 of 6) Define Rule Set

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

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

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All rights reserved.

143

AVEVA Engineering (12.1)
Tags (User Training) TM-3550

(Step 5 of 6) Define Source Filter(s)
Add Filter: Retain the default blank entries.
This allows for the definition of criteria which
limits the sort of source data to be utilised for
comparison.
Delete Filter: This button deletes any set
filter.

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

(Step 6 of 6) Define Attribute Mapping(s)
Attributes of the source element types can now be mapped to those of the corresponding target engineering
element type. Attribute selection and mapping indicates the attribute values to be obtained and/or compared
against.

Click on the ‘Add mapping’ button
to display a new mapping row, and select a source
schematic attribute from the pick list, then select a corresponding target engineering attribute from its pick
list to map..

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AVEVA Solutions Limited and its subsidiaries.
All rights reserved.

144

com © Copyright 1974 to current year. and save the configuration. Mapped attributes can be selected and deleted with the ‘Delete Mapping’ button Click the ‘Finish’ button  . 145 . www. It is also possible to type in a required source attribute value in the text entry as a free text. This value will be used for comparisons against the mapped target attribute. a new row is activated below.AVEVA Engineering (12. All rights reserved. to exit the wizard and return to the ‘Options’ form. and e ffe ct a ch ange orm odi fi cati on Click the ‘OK’ button on the information prompt form. Th e ‘ Back’b utton can b e use d to navi gate to th e p re vi ousste p (form ) of th e wi zard. AVEVA Solutions Limited and its subsidiaries. to exit the attribute mapping form.aveva. Required attributes are mapped as shown.1) Tags (User Training) TM-3550 Each time a corresponding attribute has been mapped.

All rights reserved. Click on the ‘NO’ button as a filter setup will not be required at this stage. Click on the ‘NO’ button as a filter setup will not be required at this stage.1) Tags (User Training) TM-3550 Click the ‘OK’ button on the ‘Options’ form to exit the setup options.AVEVA Engineering (12. 146 .aveva. This displays information prompt which alerts for the definition of a filter. www. Return to the Compare/Update interface and select the ‘Schematic Database’ from the pick list in the ‘Source Selection’ group. This displays information prompt which alerts for the definition of a filter. AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year.

aveva. automatically instantiating missing objects and copying over attribute data. The results of the compare process will be displayed in the grid view. 9.1.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries.2 Comparison by Source Mode . Selecting the created configuration ‘Schematic Equipment’ from the pick list. www. the comparison and updates of Engineering “Mechanical data” can be carried out against the source schematic “Equipment data”. All rights reserved. It will report any objects missing from the destination database and any differences on those objects for which a match has been found. The user can then choose which objects to update. 147 .1) Tags (User Training) TM-3550 The display name of the previously created configuration will now be available on the configuration pick list in the ‘Source Selection’ group. will have the ‘Compare/Update’ grid populated with all equipment items available in the current schematic database(s) as described in the following section.A Worked Example Comparison by Source mode provides the capability to synchronise populations of objects. (‘Schematic Equipment’ in this case) which is now available in the group drop down list. The values of the mapped attributes of a source (Schematic) item will be compared with the attributes values of any existing and matched corresponding target (Engineering) item.AVEVA Engineering (12. From the ‘Compare/Update’ ribbon the source configuration should be selected as shown.1.1.1.1”. It takes as its scope the set of objects of a chosen type from the source database and looks for matching objects in the destination database. Using the created configuration in “Section 9.

The tabs at the bottom of the ‘Compare/Update’ main table controls the data displayed on the grid.1) Tags (User Training) TM-3550 The Elements Tab lists the elements matched. ‘Not Matched’ and ‘Linked’ status of the ‘obtained’ source items will be listed. AVEVA Solutions Limited and its subsidiaries. The populated Compare/Update grid can be refreshed by clicking on the ‘Refresh’ button to display and repopulate the grid with data from the source database.AVEVA Engineering (12. 148 . This is a source object which does not have a equivalent item in the target database. All rights reserved. The ‘Matched’. The available tabs are: ‘Elements’ tab (which lists Schematic Equipment in this case) and the ‘Attribute Details’ tab which lists the mapped attributes and any differences. The values of the mapped attributes of a source (Schematic) item will be compared with the attributes values of any existing and matched corresponding target (Engineering) item. www.com © Copyright 1974 to current year. Salmon coloured rows indicate an unmatched object. More information on the listed items can be seen from tooltips.aveva.  Th e ‘ Re fre sh ’acti on up date sth e gri d wi th th e late st orcurre nt i nstance s/ob je ctsof th e curre nt source e le m e nt ty p e . Click on the ‘Yes’ button on the ‘Compare/Update’ prompt form. as well as any differences between the attributes values of any matched source and target item. along with the number of compared elements that have differences.

White coloured rows indicate an object which is matched or linked (or both) and has no mapped attribute difference. www.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. to enable this function.AVEVA Engineering (12.1) Tags (User Training) TM-3550 Yellow coloured rows indicate an object which has a match.g. but carries a mapped attribute difference between the source and target object. Attribute differences between matched items can also be displayed in a ‘Side by Side’ manner. The selected item from the previous pane will have all its mapped attributes and values highlighted with a default blue colour. Click the ‘Side-by-Side View’ button on the main menu of the contextual tab. or is linked. then click the ‘Attribute Details’ tab. This tab displays the attribute details grid.select an item row e. All rights reserved. From “Schematic Equipment” tab. E1301 (by clicking on the leftmost column). to see a detailed listing of any differences of the attribute values of matched items.   ‘ Re fe rto Ap p e ndi x B of th i sgui de forde tai lson th e m anage m e nt of gri d Fe e db ack colours ‘ Ite m sare ‘ Match e d’wh e n th e y sh are si mi lar Nam e sor an attri b ute value asde fi ne d i n th e ‘ Nam e Attri b ute ’e ntry of ste p 2 of th e ‘ Com p are /Up date Confi gurati on wi zard’ . 149 .aveva. which lists mapped attributes for all items on the grid. as well as the values of the source and target items.

and all its attributes will be listed within the ‘Changed Attributes’ column.1) Tags (User Training) TM-3550 Selections can be made to enable the ‘Side-by-Side View’ display All mapped attributes for the selected item. Source (Schematic) database items which are linked to corresponding target (engineering) item. will have the ‘Yes’ status listed in the grid cell within the ‘Matched’ column. All rights reserved. AVEVA Solutions Limited and its subsidiaries.AVEVA Engineering (12. www. will be listed in a grid cell as ‘No’ within the ‘Matched’ column. and hence no corresponding target (engineering) item. will be listed in a grid cell as ‘Linked’ beneath the ‘Matched’ column. Source (Schematic) database items which matches but not linked to a corresponding target (engineering) item. Check the check box next to an applicable item to ‘accept’ attributes values differences for update. 150 .aveva. Link existing matched items or create a new item which does not already exist in the engineering database. Source (Schematic) database items which have no matches.com © Copyright 1974 to current year. or only identified attribute value differences.

AVEVA Engineering (12. www.com © Copyright 1974 to current year. batch link unlinked items and also batch-create new non-existent items. All rights reserved. from which actions can be performed on existing corresponding engineering items or new items to be created from source (Schematic) data.1) Tags (User Training) TM-3550 Check the ‘Accept all’ checkbox on the ‘Compare/Update’ ribbon to accept all attribute values differences for all applicable items. AVEVA Solutions Limited and its subsidiaries.aveva. Click the ‘Update’ button on the ‘Compare/Update’ menu. This displays the ‘Update Engineering Database’ form. 151 .

Checking the ‘Update attributes for linked items’ checkbox ensures that the values of all mapped source attributes will be passed on to the newly created item in the target database. and th e m anage m e nt of Li nks.1) Tags (User Training) TM-3550 A summary of the obtained source data and their status against existing corresponding items in the target database are listed in the Summary pane. All rights reserved.AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries. This is the mapped target engineering UDET (User Defined Element Type) www. 152 . The checkbox for ‘Link inserted items’ ensures that a link will be created between the newly created item in the target database and the corresponding source item in the source database. Links and attribute information for new items to be created from source (Schematic) data is controlled from the pane for ‘Unmatched items to be inserted’.aveva.  ‘ Re fe rto Ap p e ndi x C of th i sgui de forde tai lson Li nks. The ‘Element type’ to be adopted by the newly created item is listed in the pane.com © Copyright 1974 to current year. underneath – ‘Select owner for:’ (:MECHTAG in this case).

AVEVA Engineering (12. 153 . which presents the engineering database hierarchy with existing owning engineering elements as seen on the ‘Database Explorer’ tab within the Tags module. then the following actions can be carried out with the ‘Matched or linked items to be updated’ pane: Check the ‘Link matched items’ checkbox to create a link between a source item and a corresponding engineering item. This displays the ‘Select Database Element’ form. All rights reserved. Check the ‘Update attributes for linked items’ checkbox to allow the attribute values of the existing Engineering items to be updated with those of the source (Schematic) items.1) Tags (User Training) TM-3550 Click on the browse button to select a group in the engineering database hierarchy where the newly created items will be stored beneath. It is also possible to eliminate any links between source items and existing items by checking the ‘Unlink selected items’ checkbox.aveva. www. Select the group where the new items are to be created in. If the source items are matched or linked with corresponding existing engineering items. AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year.

AVEVA Engineering (12.com © Copyright 1974 to current year. Click the ‘Close’ button on the ‘Update Engineering Database’ form. A displayed line list (based on the element type: EquipTag) and database explorer of the Tags module will now be seen to have new entries listed (signifying the creation of new items) or existing entries highlighted in a bold font (signifying the update of attribute values of existing items). All rights reserved. www. 154 .1) Tags (User Training) TM-3550 Click on the ‘Update’ button to update the engineering database with the links and attribute value changes for existing corresponding items. and also insert new items if required. to have the ‘Compare/Update’ grid display any updated data. AVEVA Solutions Limited and its subsidiaries. relevant feedback colour and any update progress messages.aveva.

1) Tags (User Training) TM-3550 Updated values and newly created items can also be observed on the appropriate list view. Right click on the table to display its context menu. to display and highlight the object on its P&ID.aveva.com © Copyright 1974 to current year. Existing datasheets also be displayed from the ‘View Datasheet’ menu entry. Any errors encountered during the database update process will be displayed in the ‘Message’ column of the Compare/Update grid. AVEVA Solutions Limited and its subsidiaries. 155 . All rights reserved. www. and click the ‘Show in Diagram’ entry.AVEVA Engineering (12.

select the desire items rows from displayed Equipment List as shown: Click the Compare/Update/Link button located on the ‘Manage’ toolbar to display the secondary buttons.1.aveva. then the scope is further reduced to those objects that have been selected. www.com © Copyright 1974 to current year.A Worked Example Compare/Update provides the capability to verify the objects in the user's current scope of work. Compare/Update will report any objects that are not present in the source database and any differences on those objects for which a match has been found.1. This can be the current list in Tags.AVEVA Engineering (12.3 Comparison by Destination Mode . AVEVA Solutions Limited and its subsidiaries. then the ‘Compare Current Selection’ to bring up the “Select Type for Comparison” dialog.1) Tags (User Training) TM-3550 9. automatically copying over attribute data. If a graphical selection has been made in the 3D view. The user can then choose which objects to update. diagram view or list. All rights reserved. To illustrate this. The scope can also be the Current Element. 156 .

AVEVA Engineering (12.Then click the OK button to bring up the “Select Configuration” dialog.1) Tags (User Training) TM-3550 From the “Select Type for Comparison” select the appropriate element type. All rights reserved. AVEVA Solutions Limited and its subsidiaries. www.com © Copyright 1974 to current year. in the case “:MECHTAG”. Click the Open button. 157 . select the appropriate configuration in this case “Schematic Database – Schematic Equipment”. From the “Select Configuration” dialog.aveva.

All rights reserved.1) Tags (User Training) TM-3550 The results of the compare process will be displayed in the grid view. www.com © Copyright 1974 to current year.g P1502A as shown.aveva. 158 . select the desired item row e. To update Engineering database with Schematic equipment data from Schematic database. The Elements Tab lists the elements matched.AVEVA Engineering (12. along with the number of compared elements that have differences. AVEVA Solutions Limited and its subsidiaries.

) and from the right click menu select “Copy to Engineering Database” option.g. DESC. 159 .1) Tags (User Training) TM-3550 From the “Side-by-Side View” grid. select the desired attribute with the attribute values difference (e. Updated values are displayed on the appropriate list view as highlighted below: www.aveva. All rights reserved.AVEVA Engineering (12.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries.

www. AVEVA Solutions Limited and its subsidiaries.2 Compare / Update Via Advanced Configuration – A Worked Example AVEVA Engineering provides capabilities configure more elaborate rules for element matching and updating.AVEVA Engineering (12.com © Copyright 1974 to current year. 160 . Password: B. PROCENG.aveva.1) Tags (User Training) TM-3550 9. MDB: A-TAGS Open ‘Lines list’ list view from Process Lines category. In this worked example AVEVA Engineering data will be compared against data created in AVEVA Design and stored Design database. All rights reserved.1.  ‘ Th e Advance d Confi gurati on uti li ze sth e ‘ Inte gratorProje ct Confi gurati on Ex p lore r’ To illustrate this. Enter AVEVA Engineering-Tags module as PROCENG user “B” with the following details: Username: B. Click the Compare/Update/Link button located on the ‘Manage’ toolbar to display the secondary buttons. then the ‘Open’ to bring up a dialogue prompt and display a new contextual Compare/Update Actions tab on the ribbon bar. in particular key attribute mapping to match multiple pipes against schematic or engineering pipelines.

AVEVA Engineering (12. and proceed with the configuration setup. Clicking the Compare/Update contextual tab. AVEVA Solutions Limited and its subsidiaries. Click the ‘NO’ button to eliminate the form. displays a ribbon bar with its menu items containing the dedicated ‘Compare/Update’ controls. 161 . An initial (first time) selection of a source database will have a ‘Compare / Update’ information prompt form displayed. All rights reserved.com © Copyright 1974 to current year. Select the ‘Design Database’ from the picklist. www.1) Tags (User Training) TM-3550 Compare/Update dialog is then displayed. This prompt alerts to apply Filters.aveva.

aveva. to display the Options form. and then click on ‘Configuration Explorer…’ button to display the ‘Integrator Project Configuration Explorer’ window. www. 162 . All rights reserved.1) Tags (User Training) TM-3550 Click the ‘Options’ button in the ‘Configuration’ group.AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year. Click the ‘Options’ button to Display the ‘Options’ form.

AVEVA Engineering (12.com © Copyright 1974 to current year. and click ‘Insert‘ to create a new empty Rule Set. This defines the source element type. Select DESI from the ‘Source DB type’ picklist. All rights reserved. and pick the relevant Source element type (PIPE in this case) from the drop down list. AVEVA Solutions Limited and its subsidiaries. Type in ‘Design/Engineering RuleSet’ for the ‘Name’. Select the newly created Rule Set and insert a new Rule group named: ‘Engineering pipeline rules‘ entry on the explorer.1) Tags (User Training) TM-3550 Select and right click the entry ‘Rule Sets‘.aveva. to display its context menu. then select ENGI ‘Target DB type’ picklist. www. 163 .

e ach ti m e an Engi ne e ri ng Li ne tag i scom p are d agai nst a De si gn Pi p e .aveva.com © Copyright 1974 to current year. and type in ‘LNTP of source + ‘-‘ + Dscode of source’ for the source attribute.AVEVA Engineering (12. Select the type (:LINETAG in this case) from the picklist. AVEVA Solutions Limited and its subsidiaries. Type in ‘NAME’ for the name of the target (Engineering) attribute. If no m atch occurs. All rights reserved.  W i th th e se tup confi gurati on. 164 . th e n th e targe t attri b ute NAME can b e up date d wi th th e value sfrom th e concate nate d de si gn Pi p e attri b ute s. Fill out the rest of the entries as shown. (Se e se cti on on Datab ase up date ). This specifies the target element type. This defines the rules for the Compare and Update actions. sh own. Click on ‘File > Save’ and exit to save and exit the project configuration explorer.1) Tags (User Training) TM-3550 Select the created Rule group. Select the created Rule group. and insert a ‘Create Action’ entry from its context menu as shown. and insert an ‘Assign Action’ entry from its context menu. th e value of th e Li ne tag attri b ute of ‘ NAME’wi lltry to m atch wi th th e value sfrom th e concate nati on ‘ LNTP of source + ‘ -‘+ Dscode of source ’(wh i ch i san e x p re ssi on to e x tract th e Li ne ty p e and th e DSCODE of th e source (De si gn) i te m . www.

For this section.AVEVA Engineering (12. www. All rights reserved. as the required action of the wizard.1) Tags (User Training) TM-3550 Click the ‘OK’ button on the ‘Options’ form to exit the setup options.com © Copyright 1974 to current year. create a new configuration which maps the source element type: ‘PIPE’ (using display name: 3D PIPES) with the Target element type :LINETAG.aveva. 165 . Click the ‘Manage Configuration’ button (Step 1 of 6) ‘Compare / Update Configuration Wizard’. AVEVA Solutions Limited and its subsidiaries. on the Options form to initiate the first step Select the radio button ‘Create new configuration’. and then click on the ‘Next’ button to proceed to the next step. Map their attributes as shown.

Click on the ‘Next’ button to proceed to the next step. www.  It i snot p ossi b le to cre ate a ne w confi gurati on wi th th e sam e source and targe t e le m e nt ty p e scom b i nati on. (Step 3 of 6) Destination Element Type. Unique Attribute: Retain the default entry ‘RefNo’. Allow Insertion: Check the checkbox. Create Reverse Configuration: Retain as unchecked. An e rrorp rom p t wi llb e di sp lay e d i f th i si satte m p te d. to allow for the creation of new items in the target database. Display Name: Type the text ‘Design Pipeline’ in the text field. Source: Select the entry ‘Design Database’ from the drop down list.1) Tags (User Training) TM-3550 (Step 2 of 6) Source Element Type. Name Prefix: Retain the blank text field. Name Attribute: Retain the default entry ‘Name’. AVEVA Solutions Limited and its subsidiaries. All rights reserved. Element Type: Select the radio button to utilise the element type.AVEVA Engineering (12. wh i ch h ave alre ady b e e n uti li se d foran e xi sti ng confi gurati on.com © Copyright 1974 to current year.aveva. before selecting the entry ‘PIPE’ from the drop down list. Element Type: Select the entry ‘: LINETAG’ from the drop down list. 166 . Display Name: Type the text ‘Engineering Line’ in the text field. Click on the ‘Next’ button to proceed to the next step.

AVEVA Solutions Limited and its subsidiaries. Rule Set: Select the appropriate RuleSet e. Add Filter: Retain the default blank entries. Delete Filter: This button deletes any set filter.g.%TRNDFLTS%\Mode lManage m e nt\Proje ct Confi gurati on. www. This allows for the definition of criteria which limits the sort of source data to be utilised for comparison. 167 .1) Tags (User Training) TM-3550 (Step 4 of 6) Define Rule Set.aveva.  Th i sste p i sonly ap p li cab le i f th e Advance d Rule si si n use .  Ch e ck “Restrict the Configuration to Admin Users Only”i f th e Adm i n Use rwant to te st th e confi gurati on b e fore p ub li sh i ng i t forge ne raluse on th e p roje ct. Project Configuration File: Select the appropriate “Project Configuration” (e . Click on the ‘Next’ button to proceed to the next step. Restrict this Configuration to Admin Users Only: Retain the unchecked checkbox.com © Copyright 1974 to current year.  “In orde r to uti li se th e ‘ Advance Configuration Rules’for Compare/Update acti ons. This is usually the default filename for the project. (Step 5 of 6) Define Source Filter(s). th e ‘ Use advanced configuration’ ch e ckb ox m ust b e fi rst ch e cke d. “Design/Engineering RuleSet” from the pull-down list. Use Advanced Rules: Select the checkbox.g.x m l).AVEVA Engineering (12. All rights reserved.

www.  In usi ng th e Advance d Confi gurati on. Th e re qui re d targe t (Engi ne e ri ng) attri b ute ssp e ci fi edi n th e i nte grator confi gurati on e x p lore rm ust b e m ap p e d to a source attri b ute . to exit the wizard and return to the ‘Options’ form. Click the ‘Finish’ button to exit the attribute mapping form. Attribute selection and mapping indicates the attribute values to be obtained and/or compared against. uti li se d attri b ute sm ust also b e m ap p e d asnorm alth rough th e ste p s of th e confi gurati on wi zard. and save the configuration.com © Copyright 1974 to current year.AVEVA Engineering (12. 168 . Th e ori gi nalvalue of th e corre sp ondi ng source attri b ute wi llb e ove rwri tte n wi th th e cri te ri on de fi ne d i n th e confi gurati on e x p lore r.aveva.1) Tags (User Training) TM-3550 (Step 6 of 6) Define Attribute Mapping(s) Attributes of the source element types can now be mapped to those of the corresponding target engineering element type. All rights reserved. AVEVA Solutions Limited and its subsidiaries. Click the ‘OK’ button on the information prompt form.

from their storage SQL server databases. Instrumentation or Electrical data required for comparison or updates can be obtained by first logging into its authoring project as demonstrated in the following example: www. Being standalone AVEVA Schematic products. AVEVA Instrumentation and AVEVA Electrical as well as a compatible version of the SQL server will have to be installed. select the source configuration e.aveva.1. The results of the compare process will be displayed in the grid view.com © Copyright 1974 to current year. All rights reserved. 9. The ‘Design Database Value’ for the ‘NAME’ attribute can now observed to display the concatenated attribute values as configured within the ‘Integrator Project Configuration Explorer’. ‘Design Pipeline’ which is now available in the group drop down list. 169 . com p ari son and up date sp roce dure i sge ne rally ap p li cab le to Dab acon source s.g. AVEVA Solutions Limited and its subsidiaries.  Th e de scri b e d se tup .AVEVA Engineering (12. The values of the mapped attributes of a source (Design) item will be compared with the attributes values of any existing and matched corresponding target (Engineering) item. appropriately licenced and configured. after which they can be listed as ‘Sources’ in the ‘Source Selection’ group pick list. as previously described. in the same manner as previously demonstrated. hence allowing the their NAME attributes to be similar and no difference reported. The target database can be updated with ‘new’ Pipe objects if required.1) Tags (User Training) TM-3550 From the ‘Compare/Update’ menu.3 Compare / Update – AVEVA Engineering and AVEVA Instrumentation Project data created or stored by the AVEVA Instrumentation or AVEVA Electrical products can also be ‘obtained’ and compared against.

www. enter AVEVA Engineering-Tags module as INSTENG user with the following details: Username: A. AVEVA Solutions Limited and its subsidiaries.INSTENG.1 Compare/Update -AVEVA Engineering & AVEVA Instrumentation. Click the Compare/Update/Link button located on the ‘Manage’ Tab to display the secondary buttons.AVEVA Engineering (12. then the ‘Open’ to bring up a dialogue prompt and display a new contextual Compare/Update Actions tab on the ribbon bar. Open “Instrument List” list view from the Instrumentation category.com © Copyright 1974 to current year.aveva.1.A Worked Example AVEVA Engineering data can be compared against data created in AVEVA Instrumentaion and stored in SQL database: To illustrate this. Password: A. All rights reserved.1) Tags (User Training) TM-3550 9.3. MDB: A-TAGS. 170 .

and click the ‘Select’ button on the project selection form. as this is source application where the target engineering databases (via the Tags module) will be ‘getting’ its instrumentation (or source data) from. The ribbon menu will now display a ‘Login’ button in the ‘Source’ group. AVEVA Solutions Limited and its subsidiaries. www.aveva.AVEVA Engineering (12.com © Copyright 1974 to current year.1) Tags (User Training) TM-3550 Select the ‘AVEVA Instrumentation’ from the pick list of available source databases as shown. Select the AVEVA Instrumentation Demo project. to display and select an available AVEVA instrumentation project whose data will be utilised. 171 . and proceed with the configuration setup. and proceed with the setup configuration as demonstrated previously.  Th e se le cti on of a p assword p rote cte d p roje ct wi llh ave a p assword e ntry p rom p t form di sp lay e d. Click on the ‘Login’ button on the ribbon menu. A ‘Compare/Update’ prompt form is also displayed for initial selections of the ‘AVEVA Instrumentation’ source. All rights reserved. Click on the ‘OK’ button to eliminate the form.

AVEVA Engineering (12.1) Tags (User Training) TM-3550 Click on the ‘Options’ button in the ‘Configuration’ group. 172 . All rights reserved. Click on the ‘Manage Configuration’ button on the Options form to initiate the first step (Step 1 of 6) of the ‘Compare / Update Configuration Wizard’. source and Targe t e le m e nt ty p e s. www.com © Copyright 1974 to current year. to display the Options form. and create a new configuration. AVEVA Solutions Limited and its subsidiaries.aveva.  Any e x i sti ng confi gurati onscan b e m odi fi e d from th i swi zard i rre sp e cti ve of th e source datab ase . aswe llasm ap p e d attri b ute s.

aveva. www.AVEVA Engineering (12. Name Attribute: Select the entry ‘TagNo’ from the pick list of available Instrumentation attributes. Allow Insertion: Check the checkbox. . 173 . All rights reserved.com © Copyright 1974 to current year. This is the source element which will be required for comparisons and updates. Click on the ‘Next’ button to proceed to the next step. Create Reverse Configuration: Retain as unchecked Click on the ‘Next’ button to proceed to the next step. Element Type: Select the radio button to utilise the element type. Display Name: Enter the text ‘Instruments’ in the text field. AVEVA Solutions Limited and its subsidiaries. Display Name: Enter the text ‘Instrument Tags’ in the text field. Name Prefix: Retain the blank text field. (Step 3 of 6) Destination Element Type Element Type: Select the entry ‘:INSTTAG’ from the drop down list.1) Tags (User Training) TM-3550 (Step 2 of 6) Source Element Type Source: Select the entry ‘AVEVA Instrumentation’ from the drop down list. Unique Attribute: Select the entry ‘InstKEY’. before selecting the entry ‘Instrument’ from the drop down list.

Restrict this Configuration to Admin Users Only: Retain the unchecked checkbox. This allows users to select the appropriate a Rule Set if the advanced rules are required. www. 174 .aveva.  Th i sste p i sonly ap p li cab le i f th e Advance d Rule si si n use .%SAMDFLTS%\ModelManagement\Project Configuration. as no filters will be required for this example.AVEVA Engineering (12. Rule Set: Retain the blank field. (Step 5 of 6) Define Source Filter(s) Retain this entry as blank. Use Advanced Rules: Retain the unchecked checkbox. if the advanced rules are required.xml). This allows user to select a “Project Configuration” (e. Project Configuration File: Retain the blank text field. AVEVA Solutions Limited and its subsidiaries.g.com © Copyright 1974 to current year. Click on the ‘Next’ button to proceed to the next step.1) Tags (User Training) TM-3550 (Step 4 of 6) Define Rule Set. All rights reserved.

com © Copyright 1974 to current year. to exit the wizard and return to the ‘Options’ form. and save the configuration.1) Tags (User Training) TM-3550 (Step 6 of 6) Define Attribute Mapping(s) Map the attributes as shown: Click on the ‘Finish’ button to exit the attribute mapping form.AVEVA Engineering (12. All rights reserved. AVEVA Solutions Limited and its subsidiaries. www. to exit the setup options. Click the ‘OK’ button on the ‘Options’ form. Click the ‘OK’ button on the information prompt. 175 .aveva.

AVEVA Solutions Limited and its subsidiaries. All rights reserved.AVEVA Engineering (12. 176 .com © Copyright 1974 to current year.  Note th at th e ‘ Logi n’b utton i snow di sp lay e d asa ‘ LogOff’b utton. in the ‘InstrumentTags World’.aveva.1) Tags (User Training) TM-3550 The configuration display name will now be available on the configuration pick list in the ‘Source Selection’ group. ensuring to create new data beneath the ‘InstrumentsTag’ group. Select the ‘Instruments’ entry from the configuration pick list to populate the Compare/Update grid with available instruments from the AVEVA Instrumentation SQL database. www. Update the Engineering database as demonstrated previously.

A :p m g-e ngi -ae UDA sh ould b e de fi ne d forcom p ari son and up date swi th AVEVA Ele ctri caldata.aveva. 177 . as the setup procedures are largely similar. Th i s UDA store sth e i nform ati on re qui re d form ai ntai ni ng th e li nk b e twe e n th e source and targe t data.   Th e Advance d confi gurati on m ode cannot b e use d wi th th i sdata source . The described example also covers the integration of data with AVEVA Electrical source data. Click the ‘LogOff’ button on the ribbon menu.1) Tags (User Training) TM-3550 All newly created instruments can be displayed on a pre-existing :INSTTAG based instruments list. AVEVA Solutions Limited and its subsidiaries. Instrumentation comparisons and updates will no longer be possible. www.AVEVA Engineering (12. All rights reserved. to disconnect from the current AVEVA instrumentation project.com © Copyright 1974 to current year.

AVEVA Solutions Limited and its subsidiaries.1.AVEVA Engineering (12.AVEVA Engineering & AVEVA P&ID . As a standalone AVEVA Plant product.1 Configuration Setup .4 Compare / Update – AVEVA Engineering and AVEVA P&ID data Integration Project data created or stored by the AVEVA P&ID product can also be ‘obtained’ from its storage SQL server databases.1.A Worked Example AVEVA Engineering data can be compared against data created in AVEVA P&ID and stored in SQL database: To illustrate this. MDB: A-TAGS Open ‘Lines list’ list view from Process Lines category. PROCENG. after which it will be listed as a ‘Source’ in the ‘Source Selection’ group pick list. All rights reserved.aveva. www. appropriately licenced and configured. Enter AVEVA Engineering-Tags module as PROCENG user “B” with the following details: Username: B.1) Tags (User Training) TM-3550 9. AVEVA P&ID as well as a compatible version of the SQL server will have to be installed.com © Copyright 1974 to current year. Password: B.4. AVEVA P&ID data required for comparison or updates can be obtained by first logging into its authoring project as demonstrated in the following example: 9. in the same manner as previously demonstrated. 178 .

179 . an AVEVA P&ID p roje ct SQL datab ase i nte grati on se rvi ce se tup wi llne e d to h ave b e e n com p le te d b y th e syste m s adm i ni strator.AVEVA Engineering (12. then the ‘Open’ to bring up a dialogue prompt and display a new contextual Compare/Update Actions tab on the ribbon bar. www. Select ‘AVEVA P&ID’ from the pick list of available source databases as shown. as this is source application where the target engineering databases (via the Tags module) will be ‘getting’ its P&ID/Schematic data (or source data) from. The ribbon menu will now display an included the ‘Login’ button in the ‘Source’ group. All rights reserved.com © Copyright 1974 to current year.1) Tags (User Training) TM-3550 Click the Compare/Update/Link button located on the ‘Manage’ toolbar to display the secondary buttons. AVEVA Solutions Limited and its subsidiaries. asth i swi lle nab le acce ssto se le cte d P&ID p roje cts.aveva.  Pri orto cli cki ng th e ‘ Logi n’b utton to se le ct an e x i sti ng AVEVA P&ID p roje ct foruse .

A valid connection will return a prompt form with the information as shown: Click the ‘OK’ buttons on both the service connection and ‘Configure source’ forms to eliminate them from view.1) Tags (User Training) TM-3550 Click the ‘Options’ button in the ‘Configuration’ group.aveva. and return to the ‘Options’ form. to display the Options form.AVEVA Engineering (12. 180 . in the ‘Configuration’ group. Port number and Service name. AVEVA Solutions Limited and its subsidiaries. Click the ‘Configure AVEVA P&ID…’ button display the Configure Source form. www. to An input address will point to the name of a required SQL database.com © Copyright 1974 to current year. All rights reserved.  Allre le vant value sof th e Addre sswi llb e sup p li e d b y th e syste m sadm i ni strator. Click the ‘Test Connection’ button to verify connection to the setup ‘AVEVA P&ID PIDRep service’.

AVEVA Engineering (12.com © Copyright 1974 to current year. Ple ase re fe rto “Ap p e ndi x A”forfurth e rde tai l. www. Click the ‘Manage Configuration’ button on the Options form to initiate the first step (Step 1 of 6) of the ‘Compare / Update Configuration Wizard’. AVEVA Solutions Limited and its subsidiaries.aveva. th e n th e se rvi ce can b e m anually starte d from th e wi ndowsSe rvi ce stoolson th e m ach i ne h osti ng th e se rvi ce . and create a new configuration as previously demonstrated.1) Tags (User Training) TM-3550  In th e e ve nt of an unsucce ssfulconne cti on te st. ori f th e followi ng e rrorm e ssage i sdi sp lay e d. 181 .  Ple ase re fe rto Ap p e ndix A forfurth e rde tail. All rights reserved.

 Th e ‘ Logi n’b utton i sonly vi si b le i f an AVEVA P&ID Proje ct h asnot alre ady b e e n logge d i nto e arli e r.AVEVA Engineering (12. (Step 2 of 6) Source Element Type.com © Copyright 1974 to current year. Click on the ‘Login’ button located besides the ‘Source’ pick list.aveva. All rights reserved. AVEVA Solutions Limited and its subsidiaries. Source: Select the entry ‘AVEVA P&ID’ from the drop down list. www.1) Tags (User Training) TM-3550 Create a new configuration as previously demonstrated. to log in to a listed AVEVA P&ID project. Select the project ‘IPE’. 182 .

Th i sse rvi ce wi llallow acce ssto th e SQL datab ase h oldi ng th e P&ID Data.1) Tags (User Training) TM-3550 Display Name: Enter the text ‘P&ID 001: Pipelines’ in the text field  Th e AVEVA P&ID p roje ctsli ste d are th ose wh i ch h ave b e e n se le cte d/de fi ne d wi th i n th e PIDRe p ortDataW i nSe rvi ce se tti ngs. The selected AVEVA P&ID project has been pre setup via the integration service. Click the ‘Select’ button and fill in the details as shown: Element Type: Select “LINE” Name Attribute: Select “Line Number” from the available pull-down list. Click the ‘Next’ button to proceed to the next step. and will be the source of source element types and attributes for mapping.com © Copyright 1974 to current year. Unique Attribute: Select “ID” from the available pull-down list. 183 .aveva. as well as source data. All rights reserved. AVEVA Solutions Limited and its subsidiaries.AVEVA Engineering (12. www.

if the advanced rules are required. AVEVA Solutions Limited and its subsidiaries. Display Name: Enter the text ‘Engineering Line’ in the text field Click the ‘Next’ button to proceed to the next step.1) Tags (User Training) TM-3550 (Step 3 of 6) Destination Element Type. www.%SAMDFLTS%\ModelManagement\Project Configuration.aveva. Rule Set: Retain the blank field. Use Advanced Rules: Retain the unchecked checkbox. This allows user to select a “Project Configuration” (e. Project Configuration File: Retain the blank text field.com © Copyright 1974 to current year. All rights reserved.g. 184 .  Th i sallowsuse rsto se le ct th e ap p rop ri ate a Rule Se t i f th e advance d rule sare re qui re d.AVEVA Engineering (12.xml). (Step 4 of 6) Define Rule Set  Th i sste p i sonly ap p li cab le i f th e Advance d Rule si si n use . Restrict this Configuration to Admin Users Only: Retain the unchecked checkbox.

which allows for the population of just pipelines.1) Tags (User Training) TM-3550 (Step 5 of 6) Define Source Filter(s) Include a filter. without inherent branches. 185 . AVEVA Solutions Limited and its subsidiaries. All rights reserved. (Step 6 of 6) Define Attribute Mapping(s) Map the attributes as shown: www.com © Copyright 1974 to current year.AVEVA Engineering (12. Click the ‘Next’ button to proceed to the next step.aveva.

186 . and save the configuration. All rights reserved.aveva. and return to the ‘Options’ form.1) Tags (User Training) TM-3550 Click the ‘Finish’ button to exit the attribute mapping form. Click the ‘OK’ button on the information prompt to exit the wizard. www. The configuration display name P&ID 001: Pipelines will now be available on the configuration pick list in the ‘Source Selection’ group.com © Copyright 1974 to current year. Click the ‘OK’ button on the ‘Options’ form to exit the setup options.AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries. Select the ‘P&ID 001: Pipelines’ entry from the configuration pick list to populate the Compare/Update grid with available pipelines from the selected AVEVA P&ID project.

AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries. All rights reserved. in the ‘LineTags World’. ensuring to create new data beneath the ‘LineTags’ group. ensuring to observe for any reported errors. www.aveva.1) Tags (User Training) TM-3550 All entries are listed as ‘Not Matched’ as they have no matches with objects in the target database.com © Copyright 1974 to current year. 187 .  Th e Advance d confi gurati on m ode cannot b e use d wi th th i sdata source Update the Engineering database as demonstrated previously.

aveva. All rights reserved.AVEVA Engineering (12.1) Tags (User Training) TM-3550 All newly created lines can be displayed on a pre-existing :LineTag based linelist. AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year. Comparisons and updates will no longer be possible. Click on the ‘LogOff’ button on the ribbon menu. to disconnect from the current AVEVA P&ID project. 188 . Comparisons and updates will no longer be possible. Click on the ‘LogOff’ button on the ribbon menu. www. to disconnect from the current AVEVA P&ID project.

aveva.2. All rights reserved. www. This user (s) can also highlight changes made to schematic diagram objects between selected sessions on which an item is located.1 View and Highlight Items on Schematic Diagrams in List View.A Worked Example To illustrate this. items (elements) that are associated (linked) with a schematic diagram and 3D model can be displayed and viewed in Diagram Viewer and 3D Viewer. Select the desired item (P1502A) in a list. Or right-click on the list and select “View Diagram” option from the sub-menu.AVEVA Engineering (12. MDB: A-TAGS Open “Equipment List” list view from the Mechanical category. and click Diagram in the View group of the View tab and from the pull-down list select View Selected Item on Diagram.1) Tags (User Training) TM-3550 9.com © Copyright 1974 to current year. 189 .MECHENG. Password: A. close all previous session enter AVEVA Engineering-Tags module as MECHENG user with the following details: Username: A. This is described in the worked example below: 9. AVEVA Solutions Limited and its subsidiaries.2 View and Highlight Items on Schematic Diagrams and 3D Model in List View In a List view.

190 . Sch e m ati c Di agram can also b e op e ne d.aveva.AVEVA Engineering (12. right-click on the list and select “View Diagram” option from the sub-menu. All rights reserved.com © Copyright 1974 to current year. wh e n i te m sare not li nke d wi th i tse qui vale nt i n sch e m ati c datab ase b y cli cki ng on th e arrow unde rth e Diagram i n th e View group of th e View tab assh own. www.1) Tags (User Training) TM-3550  Th e “View Selected Item on Diagram” op ti on i savai lab le only wh e n th e e le m e nt i sli nke d wi th i ts e qui vale nt i n Sch e m ati c datab ase usi ng Com p are Up date tool. AVEVA Solutions Limited and its subsidiaries. Alternatively.   Th e “View Diagram”op ti on from th e li st ri gh t-cli ck m e nui s avai lab le only wh e n th e e le m e nt i sli nke d wi th i tse qui vale nt i n Sch e m ati c datab ase usi ng Com p are / Up date tool.

All rights reserved. an e x tra tab . 191 . Diagram Viewer-Actions.com © Copyright 1974 to current year. in this case “P1502A” highlighted in the diagram. click “3D” in the View group of the View tab. To display associated or linked 3D item.1) Tags (User Training) TM-3550 The Diagram Viewer form is then displayed with the selected element. Alternatively right-click on the list and select “3D” option from the sub-menu. AVEVA Solutions Limited and its subsidiaries.aveva. i sdi sp lay e d wi th op ti ons to navi gate th e di sp lay e d di agram .  W h e n th e Diagram Viewer i sop e n. www.AVEVA Engineering (12.

www.AVEVA Engineering (12.com © Copyright 1974 to current year. By using the “clipbox slider”.1) Tags (User Training) TM-3550 Select the “3D Viewer Action” tab to display the 3D Viewer contextual menu. All rights reserved. AVEVA Solutions Limited and its subsidiaries. 192 . it is possible to see more or less of the surrounding items as highlighted below. Select the “Equipment & Piping” checkboxes to display the 3D model of the selected element.aveva. in this case “P1502A”.

Cab li ng. www. AVEVA Solutions Limited and its subsidiaries. Hange rs& Oth e rs) To highlight changes made to schematic diagram objects between selected sessions on which an item is located.AVEVA Engineering (12.com © Copyright 1974 to current year. 193 .  Op ti onsare avai lab le i n th e 3D Vi e we rconte x tualm e nuforwh at ki nd of i te m sto i nclude i n th e 3D Vi ew (Equi p m e nt. Structure .1) Tags (User Training) TM-3550 Transparency of surrounding items can be adjusted using the “Transparency Slider” to make the selected item stand out. and to become clearly visible even if it is obscured by other items. All rights reserved. Pi pi ng. Select Change Highlighting from the displayed Diagram Viewer-Actions menu.aveva.

AVEVA Solutions Limited and its subsidiaries.1) Tags (User Training) TM-3550 The Select Diagram and Session to Compare Dialog will be displayed with the diagram name in the Diagram Element text box.AVEVA Engineering (12. This will return control to the Select Diagram and Session to Compare and update the Target Session text box.  Th e “Select Diagram and Session to “compare” form i sto se le ct di agram e le m e nt and th e de si re d datab ase se ssi ons/orstam p sfrom th e curre nt datab ase . www. 194 .com © Copyright 1974 to current year. All rights reserved.aveva. Select the desired Target from the Select Session dialog and click on the OK button.

On completion of the comparison process.  If th e se le cte d di agram contai nsm ulti p le p age s. Then click on OK button from “Select Diagram and Session to Compare” as highlighted to commence the comparison process. e ach p age wi llb e loade d i n se p arate tab wi th i n th e www. All rights reserved. © Copyright 1974 to current year. the resultant diagram. AVEVA Solutions Limited and its subsidiaries.1) Tags (User Training) TM-3550 Select the desired Base Sessions from the Select Session dialog and click on the OK button. 195 . This will return control to the Select Diagram and Session to Compare and update the “Base Session” text box.com Di agram Ch ange Hi gh li gh ti ng add-i n wi ndow.aveva.AVEVA Engineering (12.

196 . Delected or Modified Elements i n th e se le cte d se ssi ons. to highlight modified element (e. If th e re are no “New elements.  New elements and Delected Elements b e twe e n th e se le cte d se ssi onsorstam p scan also b e vi ewi n th e Diagram Change Highlighting di alog. Select the “Element” tab in the compare result grid. to view the modified attributes in this case “Area” between the selected sessions. AVEVA Solutions Limited and its subsidiaries. www.com © Copyright 1974 to current year.1) Tags (User Training) TM-3550 Select “Modified Elements” icon.aveva.AVEVA Engineering (12.g P1502A) between the selected sessions in the Diagram Change Highlight dialog as shown. th e i conswi llb e di sab le d. All rights reserved.

Click this icon to start new comparison Re-Compare Selected Session – Click this icon to redo the comparison and update results.  Th e attri b ute sth at are use d duri ng th e com p are p roce sscan b e de fi ne d b y use r(s) i f re qui re d.Click the “Zoom Out” icon.Click the icon to Zoom in to the diagram.toggles the mode for auto-zoom www. 197 . Zoom Out . Zoom to Fit . Highlight New Elements – Click this icon to highlights new elements. to Fit the diagram to the Auto Zoom On External Selection .AVEVA Engineering (12.aveva. Starts New Comparison . Th e com p are re sult can also b e e x p orte d to Ex ce l.Click the “Zoom to Fit” icon.1) Tags (User Training) TM-3550 Select the “Attribute Details” tab in the compare result grid to view the attributes details between the selected sessions. viewer window and maintains aspect ratio. usi ng th e Export To Excel functi onali ty acce sse d from th e gri d ri gh tcli ck m e nu. ri gh t-cli ck on th e gri d and se le ct th e Enable Filtering op ti on. to zoom out of the diagram.  Th e di sp lay e le m e nt on th e com p are re sult gri d can b e fi lte re d usi ng th e com p are re sult gri d fi lte r. AVEVA Solutions Limited and its subsidiaries. Diagram Change Highlighting Toolbar Description. All rights reserved. If th e fi lte ri snot di sp lay e d. Highlight Deleted Elements – Click this icon to highlights delected elements Highlight Modified Elements – Click this icon highlights modified elements Zoom In .com © Copyright 1974 to current year.

“P1502A” in “Equipment list” view.AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries.3. The selected element in this case “P1502A” is placed at the centre of the generated view and the system automatically finds all connections in the database and displays each connection as a graphical sub tree. The “Schematic Model Viewer” form is then displayed.3 Generate Schematic Models of Equipment Items in a List View The Schematic Model Viewer allows users to view the contents of the schematic model database independently of diagram layouts.1 Generate Schematic Model in a List View – Worked Example To generate a schematic model from list view data. It provides a continuous navigable view of equipment items and the interconnecting networks. 198 . All rights reserved.1) Tags (User Training) TM-3550 9.com © Copyright 1974 to current year. 9. independently of which system they belong to or which P&ID they have been drafted on. Click on Diagram in the View group of the View tab and from the pull-down list select View Selected Item in Schematic Model Viewer from the sub-menu as shown:  Th e “View Selected Item in Schematic Model Viewer”op ti on i s avai lab le only wh e n th e e le m e nt i s li nke d wi th i tse qui vale nt i n Sch e m ati c datab ase . select the desired item e.aveva.g. www. The section below described how this tool is used.

AVEVA Solutions Limited and its subsidiaries.1) Tags (User Training) TM-3550 When the “Schematic Model Viewer” is open an extra tab. www. instruments etc.AVEVA Engineering (12. Model Viewer-Actions. Click on the “Show inline” option and click on Apply button to apply the settings and OK button to close the form. Alternatively select the “Settings” icon from the “Schematic Model Viewer-Actions” toolbar.aveva. is displayed with options to navigate the displayed diagram.com © Copyright 1974 to current year. To display inline items such as valves. 199 . select the Inline Items icon from the Schematic Model Viewer-Actions toolbar. All rights reserved. reducers.

AVEVA Solutions Limited and its subsidiaries. To do this. www. All rights reserved.aveva. click on the arrow under the Diagram in the View group of the View tab and select “View Schematic Model Viewer” option from the menu that is then displayed.com © Copyright 1974 to current year. when items are not linked with its equivalent in schematic database.1) Tags (User Training) TM-3550 The inline items of Model are then display as shown. 200 . A Schematic Model can be generated if required.AVEVA Engineering (12.

1) Tags (User Training) TM-3550 The Select Equipment form is then displayed. www.aveva. All rights reserved. Select the required equipment item in this case “P-1502A” from “SCGROUP SCHEMATIC-PIPING-AREA-01” and click on the OK button.com © Copyright 1974 to current year.AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries. The selected element in this case “P1502A” is placed at the centre of the generated view and the system automatically finds all connections in the database and displays each connection as a graphical sub tree. 201 .

To open a linked file or URL.aveva. The Linked Documents window is then displayed:  Th e Docum e ntsLi nke d form di sp lay docum e nts. documents and other resources linked to an element. Ple ase re fe rto AVEVA Engi ne e ri ng TagsUse rGui de s. www. 202 . All rights reserved.AVEVA Engineering (12.4 Display Document Links in Lists View – Worked Example The example below describes how to view. AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year.1) Tags (User Training) TM-3550 9. or to send a message to an linked e-mail address. right-click on the link in either tab and select Open from the menu that is then displayed as shown below: Li nke d docum e ntsare organi se d i n th e li nk classe swh i ch are i n turn colle cte d i nto li nk worlds. Select the element in a list or in the database explorer and click Linked Documents in the View group of the View tab. For m ore de tai lson th i sand h ow to cre ate W orldsand Classe s. URLsand e -m ai laddre sse scurre ntly li nke d to th e se le cte d e le m e nt.

From the ‘List and Schedules’ group in the ‘Home’ tab. for the ‘Equipment’ and ‘:ELECTAG’ element types. www. and open the ‘Mech Tag’ list. On the ‘Map Element Types’ wizard step. and non matches. then ‘Unlink’ a number of already linked items. and ‘:TAGNUMBER’ respectively. the Elect Equip list. Refresh the Compare the Design items with the Engineering items. and ‘Number’ with the engineering attributes ‘Name’. for Design Equipment (Utilise the ‘Attribute Details’ tab at the bottom of the Compare/Update grid). matches. 10. Observe the Compare/Update grid. Display the ‘Data Management’ ribbon. 5. 9. 8. select ‘Mechanical’ from the category drop down.aveva. AVEVA Instrumentation and an AVEVA P&ID project if available. 12. 6. From the ‘Attributes Mapping(s) step of the wizard map Design attributes to Engineering attributes 7. which is located in the ENGWLD MechanicalTagsWorld. 203 . AVEVA Solutions Limited and its subsidiaries. ‘Description’.com © Copyright 1974 to current year. Store new :ELECTAG items in the ‘ENGGRP Mechanical Tags’.1) Tags (User Training) TM-3550 Exercise 6 – Compare/Update/Link 1. and observe items with attribute changes. to display the ‘Compare/Update’ form. Link and ‘Update the attributes’ of new items. and also the database explorer for all changes and updates. select the ‘Equipment’ from the drop down list. and Map the source type ‘EQUIPMENT’ to the Mapped type ‘:ELECTAG’. 4. All rights reserved.AVEVA Engineering (12. Select the ‘Design Database’ from the ‘Source Selection’ drop down list. Click on the now visible ‘Compare/Update Actions’ contextual tab to display its ribbon menu. Map the design attributes ‘Name’. ‘:DESCRIPTION’. 11. Accept all required changes and update the databases. Run the comparison and updates with a source Electrical data from an AVEVA Electrical. and select the ‘Compare/Update/Link’ button in the ‘AVEVA Integration’ group. 3. 2.

All rights reserved. Equipment Lists etc.Deliverables AVEVA Engineering allows user (s) to generate a wide variety of fully formatted reports from the database. Datasheets Deliverables In AVEVA Engineering datasheets are created based on datasheets templates created in Lexicon by the system administrator. 2D drawings (P&ID’s) and Isometrics.g. AVEVA Solutions Limited and its subsidiaries.aveva. List data e. Line Lists Valve Lists. The steps listed below describe a basic workflow for datasheets generation. www. The datasheets documents can be view. Engineering Tag Information can also be used in. including key project documents such as:     10. Ad hoc or departmental report.1 Datasheets. 204 . edit or exchange with third paties via Excel /Import.Chapter 9 10 AVEVA Engineering .com © Copyright 1974 to current year.

AVEVA Engineering (12.1)
Tag (User Training) TM3550
10.1.1

Create Datasheet Instance – A Worked Example

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

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

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

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205

AVEVA Engineering (12.1)
Tag (User Training) TM3550

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

The “Datasheets” form is then displayed.

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206

AVEVA Engineering (12.1)
Tag (User Training) TM3550

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

Enter the following data in the appropriate “Datasheets” form textboxes.

DatasheetsTemplate: CENTRIPUMP_DST (Selected from drop-down list).
NAME: D-1201-Datasheet

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

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207

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Tag (User Training) TM3550

10.1.2

View/Edit Datasheets

AVEVA Engineering supports two –way data modification that is users are able to view and edit datasheets
directly from the List grid View and Datasheet list.

10.1.2.1 Datasheets Data Entry - A Worked Example
From the displayed List View (Centrifugal Pump list view), open “P1501A” datasheet by double clicking on
the “Datasheet” column cell.

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208

click the “Type” column cell for “P1501A” and enter “Centrifugal Pump”. www.com © Copyright 1974 to current year. In this example click on the “Manufacturer” cell and enter “Honeywell”. If the cell has a picklist the user can select a value from the drop-down list. From the Centrifugal Pump list view.AVEVA Engineering (12. 209 .1) Tag (User Training) TM3550 Click on any cell and type in the data.aveva. All rights reserved. AVEVA Solutions Limited and its subsidiaries.

this is often represented as “radio” button in the datasheet list.com © Copyright 1974 to current year.2. 10. All rights reserved. AVEVA Solutions Limited and its subsidiaries.aveva. click on the “Pumping temperature PT – Normal Max” cell and enter “100”. 210 .2 Edit Datasheets Units of Measure . user can modify or convert units by clicking on any cell with mapped unit of measure and select the appropriate unit from the pull-down list button. “Fumes”.AVEVA Engineering (12.A Worked Example In Datasheet list. click on the preferred “Radio” button e.1) Tag (User Training) TM3550 If a cell in the list view has a list value. to edit the cell.1. www.g. In this example. Select “Pumping temperature PT” unit cell pull-down list button and select “Kelvin” from the available list.

 Re vi si on controli sonly ap p li cab le to datash e e tse le m e nts(i nstance ) not th e te m p late s.3 Datasheets Issues and Revisions Datasheets revisions works on the standard Status definitions. www.1) Tag (User Training) TM3550 The displayed values are automatically converted from degC to Kelvin as shown. 211 . AVEVA Solutions Limited and its subsidiaries. 10.1. All rights reserved.AVEVA Engineering (12.aveva.com © Copyright 1974 to current year. based on the current selection in the Datasheet Revision list based on datasheet instance elements. The datasheets Status transitions are made using the Status Control form. To increase or decrease the precision of the displayed value. when a new datasheet is created it is placed under Revision Control and a status definition is assigned to the datasheets elements. click on the “Precision” tab.

1) Tag (User Training) TM3550 10.Datasheet Revision List) from the “Status Definition” drop-down list in this case (“DSINST: Tag Item Status”) www.1. All rights reserved.com © Copyright 1974 to current year.AVEVA Engineering (12.aveva. AVEVA Solutions Limited and its subsidiaries.A Worked Example To issue a datasheet: First open the ‘Datasheet Revision’ list view from “Pump Datasheets” category.3.g.1 Datasheets Issues & Revision . 212 . Click on the Manage tab as shown. Select the appropriate lifecycle for the displayed list (e.

com © Copyright 1974 to current year. 213 . button next to open and review the graphical representation of Select the desired elements in this case “P1501A-DataSheet”.AVEVA Engineering (12. All rights reserved. in the Status www.aveva. Click the Edit icon Action group of the Manage tab as highlighted.1) Tag (User Training) TM3550 Select the Status Graphical Viewer icon the selected lifecycle. AVEVA Solutions Limited and its subsidiaries.

AVEVA Engineering (12. Click on OK button to apply the status change. select the next Status Value (Working) from the pull-down list and enter “Allocated” in the Comment textbox. AVEVA Solutions Limited and its subsidiaries. 214 . To promote the status of the element(s) “P1501A-DataSheet”to the next stage in the lifecycle. All rights reserved. Alternatively the Status of selected can also be change by clicking “Promote” in the Status Actions group of the Manage tab or select Edit option to promote the element to the next status.1) Tag (User Training) TM3550 The Status – Tag Item Status form display the first stage of status transition for the displayed list which in this case “Allocated [5]”.aveva. www.com © Copyright 1974 to current year.

com © Copyright 1974 to current year. Promote the status of the element(s) “P1501A-DataSheet” to the Status Value (Issue). The Status transition to the “Issue” state enables the Revision number control. All rights reserved. 215 .aveva.1) Tag (User Training) TM3550 The Status transition to the “Working” state triggers creation of a new working revision of a datasheet (*). www.AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries.

AVEVA Solutions Limited and its subsidiaries.com © Copyright 1974 to current year. Click on OK button to apply the revision number and the close displayed datasheet. www. All rights reserved.AVEVA Engineering (12. The displayed ‘Datasheet Revision’ list view “Current Revision” column is automatically updated. In this example click on “Major” Radio button.aveva.1) Tag (User Training) TM3550 Select the preferred the Revision Number. 216 .

217 .com © Copyright 1974 to current year. The issued datasheet with appropriate revision number is then displayed. select the preferred revision and click on OK button to display the issue datasheet. AVEVA Solutions Limited and its subsidiaries.aveva. www.1) Tag (User Training) TM3550 To open the saved issued Datasheet. All rights reserved.AVEVA Engineering (12. click “Open Revision” option from “Datasheet” Icon drop-down list. From the displayed Datasheet form.

In this example login enter AVEVA Engineering-Tags module as TAGSADMIN user with the following details: Username: A. To do this. Password:A.4 Datasheets Publishing Datasheets can be published as Excel files saved to a predefined location and PDF versions of the published datasheets can also be produced.com © Copyright 1974 to current year.1.1) Tag (User Training) TM3550 The issued datasheet also displayed with the appropriate revision mark as highlighted below.AVEVA Engineering (12.  Issue d datash e e tsi nstance are not e di tab le . configurations for publishing datasheets to AVEVA Net must be setup via the AVEVA NET Gateway setup tool. This configuration is often setup by system administrator or user(s) with administrative access rights.4. 10. 10. Click on the Admin tab and then select the “Configuration” icon in the Datasheet group of the Admin tab. All rights reserved. i t m ust b e de m ote d to a “W orki ng”statusvalue .TAGSADMIN. AVEVA Solutions Limited and its subsidiaries. MDB: A-TAGS. if the datasheet template is mapped with revision mark.1. Datasheets can also be published to AVEVA Net in xlxs file format. a number of configuration options such as “Watermark” may be specified if required. To e di t a datash e e t i nstance th at h asb e e n i ssue d.aveva. 218 . www.1 Datasheets Publishing Configuration .A Worked Example Before datasheets can be published.

AVEVA Solutions Limited and its subsidiaries.1) Tag (User Training) TM3550 Select the preferred Watermark settings from the “Watermark section” of the “Datasheets Configuration” form.A Worked Example To publish datasheets as a PDF data file: Click on the Manage tab and select the displayed Datasheet list. All rights reserved. 219 .2 Datasheets Publishing . In this example leave the Watermark settings unchanged. 10.4. www. Select “Current Datasheet” from the “PDF Export” pull-down list in the “Import/Export” group of the Manage tab.1.AVEVA Engineering (12.aveva.com © Copyright 1974 to current year.

com © Copyright 1974 to current year. www. The exported PDF file is saved to a predefined location. All rights reserved. 220 .1) Tag (User Training) TM3550 Enter Name of the export file and click the Save button.aveva. AVEVA Solutions Limited and its subsidiaries.AVEVA Engineering (12. Double click on the PDF to open.

www.1.1) Tag (User Training) TM3550 10.aveva. 10.4. AVEVA Solutions Limited and its subsidiaries. To do this.1.1.3 Print Datasheets Selected datasheet can be previewed and print. to or from vendors or from other departments using the AVEVA Engineering Excel Import capability.1 Datasheets Export/Import – A Worked Example To export a datasheet. Select the “Current Datasheet” option. 10.5.com © Copyright 1974 to current year. click on the Project tab and select the Print Datasheet option from Print submenu. Select the displayed Datasheet list.AVEVA Engineering (12. Click the pull-down arrow button next to the ‘Excel Export’ in the Import / Export group of the ‘Manage’ tab. Data imported from spreadsheets compared against existing records in the database and all differences between current and data to be imported is highlighted to users enabling acceptance or rejection of the data. All rights reserved. 221 .5 Datasheets Export/Import Users (Engineers) can Export /import datasheet as Excel spreadsheets.

aveva. 222 . Double click on the Excel to open. AVEVA Solutions Limited and its subsidiaries. www. The exported Excel file is saved to a predefined location.com © Copyright 1974 to current year.1) Tag (User Training) TM3550 Enter Name of the export file and click the Save button.AVEVA Engineering (12. All rights reserved.

AVEVA Engineering (12.1) Tag (User Training) TM3550 Open the exported Excel file and change the “Pumping temperature PT – Normal Max” value from “100” to “200” and save the excel file. To Import the same Excel file into AVEVA Engineering. All rights reserved.com © Copyright 1974 to current year.aveva. AVEVA Solutions Limited and its subsidiaries. 223 . select the displayed Datasheet list. Click the pulldown arrow button next to the ‘Excel Import’ in the Import / Export group of the ‘Manage’ tab. www.

Select the Excel file and click Open. for example differences between data in the spreadsheets and the current database.com © Copyright 1974 to current year. All rights reserved. www. AVEVA Solutions Limited and its subsidiaries. 224 . The imported Excel file is automatically compared against existing records in the database and all differences between current and data to be imported is highlighted to user(s).AVEVA Engineering (12.1) Tag (User Training) TM3550 Select the “Current Datasheet” from the submenu and click “Import” option. The Import processes the selected spreadsheet and displays a detailed list of proposed changes.aveva.

th e di ffe re nce sb e twe e n data i n th e sp re adsh e e tsand th e curre nt datash e e t i nstance are th e n h i gh li gh te d.1) Tag (User Training) TM3550  Th e i m p ort p roce sscom p are sth e data i n th e sp re adsh e e tsand th e curre nt datash e e t i nstance . In th i se x am p le th e y are h i gh li gh te d i n y e llow. AVEVA Solutions Limited and its subsidiaries.AVEVA Engineering (12.com © Copyright 1974 to current year. www.aveva. In this example check the checkbox for “Maximum Pumping Tempearture” checkbox. 225 . Check the “Accept” check box to accept the required changes or updates. All rights reserved.

AVEVA Engineering (12.1) Tag (User Training) TM3550 To update the database with the imported data. All rights reserved. www. AVEVA Solutions Limited and its subsidiaries.  Only data wi th th e Accept ch e ckb ox ch e cke d are i m p orte d. Select the “Current Datasheet” from the submenu click “Update” option. The changes are then applied to the database as shown. 226 .com © Copyright 1974 to current year.aveva. click the pull-down arrow button next to the ‘Excel Import’ in the Import / Export group of the ‘Manage’ tab.

The Quick Report form is then displayed as shown.1 Running Quick Report on the Current List – A Worked Example To run a report which contains the data displayed in the current list. All rights reserved. 227 . open the List Views in this case LineList.2 Report -Deliverables The Reporting tool in AVEVA Engineering allows user (Engineer) can run a quick report e.1) Tag (User Training) TM3550 10. Click on the Quick Report icon in the Grid Actions group of the Home tab. HTML etc.2.used to create new reports and report templates.com © Copyright 1974 to current year. Line list and as well as anykind of ad hoc ordepartmental report on the data in the list view using a predefined templates. The generated report can be previewed and export or print reports in different format such as PDF.aveva. Reporting tool in AVEVA Engineering provides the following reporting facilities:  Quick reports .AVEVA Engineering (12. www. AVEVA Solutions Limited and its subsidiaries. This section will describe with worked examples how to run a report on the data in the current list 10.g Equipment list.run on the data in the current list using simple pre-defined templates  Reporting Designer .

AVEVA Solutions Limited and its subsidiaries. 228 . Select Open button from the Quick Report form. If ‘Yes’ button is selected.AVEVA Engineering (12. All rights reserved. in this example select “Product” as shown below.1) Tag (User Training) TM3550 Click on the Look In drop-down to select the template location.com below: © Copyright 1974 to current year. If any of the default layout is selected you will then be prompted to confirm if you want the default layout to be applied as shown below.aveva. Th e se locati onscorre sp ond to th e followi ng folde rs:  Product: %PDMSDFLTS%\Data\Re p orts  Proje ct: %<PRJ>INFO%\Re p orts  Use r: %PDMSUSER%\Data\Re p orts  Browse … to look forlay out te m p late si n an alte rnati ve folde r. th e n se le ct th at lay out Te m p late . Select the desired template (A-4-Portrait) to be used as the basis for the new report as shown:  If y ouh ave alre ady de si gne d a lay out te m p late foruse . the Reporting Tool will automatically place the fields in your Search Results grid into a system generated table placed directly in your Quick Report and displayed in Preview Tab as shown www.

1) Tag (User Training) TM3550 The Report includes all data from the current list grid.2 Running Pre-Defined Report – A Worked Example To run a pre-defined report either supplied with the product or created by system adminstrators. on Qui ck Re p ort. click Reports in the Reporting group of the Home tab.com © Copyright 1974 to current year. 10.aveva. Forfurth e rde tai ls. From the menu that is then displayed. www. 229 .AVEVA Engineering (12. All rights reserved. The Quick Report Designer dialog will allow the user to export the report to various file types or print the report. Ple ase re fe rto Re p orti ng Use rGui de . AVEVA Solutions Limited and its subsidiaries.2. click Run Reports.

aveva.com © Copyright 1974 to current year. www. in this case “TAGS . All rights reserved. Click on the Look In drop-down to select the template location.AVEVA Engineering (12. 230 .1) Tag (User Training) TM3550 The “Run Reports” form is then displayed. in this example select “Project”. AVEVA Solutions Limited and its subsidiaries.Line List” and click the Run button. Select the desired Report Definition.

p le ase re fe rto Re p orti ng Use rGui de . from which the report can be printed and/or exported.2. Forfurth e rde tai lson Re p orti ng Tool. 231 . AVEVA Solutions Limited and its subsidiaries.AVEVA Engineering (12.aveva.3 Print List Data To print the currently displayed list for example “LineList” view: www. 10.com © Copyright 1974 to current year. All rights reserved.1) Tag (User Training) TM3550 The “Run Report” form of the Reporting Designer is then displayed.

AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries. 232 .1) Tag (User Training) TM3550 - Click Print > Print List on the Project Menu.com © Copyright 1974 to current year. Select the Print icon from the Print Preview form to print. www. Alternatively right-click on the list and select “Print Preview” from the menu that is subsequently displayed. All rights reserved. The Print Preview form is then displayed.aveva.

AVEVA Solutions Limited and its subsidiaries.130 bar 3. 4.AVEVA Engineering (12. Run a report using a pre-defined Report template “Equipment List (Checked Version)”. 6. export the datasheet to an Excel worksheet and modify the record listed below before re-importing the data Attribute Rated Differential Pressure Current Value 60. enter the following records and issue the datasheet with appropriate Revision Number. Using Excel export tool.aveva. Create a new datasheet for tagitem “P1501B” using Controlled Volume Pump Template (CTRLVOLPUMP_DST) as shown: 2. Display the newly created datasheet. All rights reserved. Open “Equipment List” and Run a Quick report on the displayed list. TagItem P1501B Attributes Supplier Type Maximum Differential Pressure Rated Differential Pressure Values Farris Controlled Volumn Pump 50.550 bar 60.00 Report 5.130 Imported Value 70. www.1) Tag (User Training) TM3550 Exercise 7 – Reports and Datasheets Datasheet 1. Publish the datasheet as PDF with watermark configurations set to “DRAFT”.com © Copyright 1974 to current year. 233 .

There is a light weight AVEVA P&ID middle tier install that is available with the product.com © Copyright 1974 to current year.3 Integration Configuration between AVEVA Engineering Tags & AVEVA P&ID The following procedure will enable the AVEVA P&ID Reports Data to be available in AVEVA Engineering. All rights reserved. and this should be run on the machine that can access both P&ID and Tags as described above. This install is located in a folder called “Middle Tier installation ONLY”.aveva. AVEVA Solutions Limited and its subsidiaries. A service is used to enable the AVEVA Engineering Tags application to access the AVEVA P&ID Reports Database.Appendix A Appendix A – Integration Configuration Setup for AVEVA Engineering Tags & AVEVA P&ID 10. 234 . It is recommended the service is installed on the machine that hosts the AVEVA P&ID SQL Database. run the installer and select the following PID Reports service component:  Ple ase se e th e AVEVA P&ID Use rand Installati on gui de fori nform ati on on th i sand th e oth e rop ti ons avai lab le www. although any server could be used that has access to both the machine that hosts the AVEVA P&ID SQL Database and AVEVA Engineering Tags users can access.

These service then needs to be configured using an application that will have been installed during the install.com th e IT de p artm e nt.  Th e Port i sre qui re d to allow th e AVEVA Engi ne e ri ng m ach i ne to acce ssth e se rvi ce and th e re fore th e P&ID Re p ortsDatab ase . please ensure this is “Run as administrator” as the file is located in a location protected by Windows: This application is used to set up the AVEVA P&ID Projects that can be accessed by AVEVA Engineering and also the port the service will run on. All rights reserved.1) Tag (User Training) TM3550 This will install a service on the machine called “AVEVA PID PIDREPService”: Ensure this is started and set to an Automatic start-up type. AVEVA Solutions Limited and its subsidiaries.aveva. © Copyright 1974 to current year. i ti susually a 4 di gi t num b e rand m ay ne e d ap p rovalfrom www.AVEVA Engineering (12. 235 .

This maybe blank if this is the first time the service has been run. Then Exit. then enter the port number the service should run on and press the Start Service button.com © Copyright 1974 to current year. Then an open dialog will be opened and the PID. otherwise the selected project will not be remembered. To test the service and ensure the correct data will be available for AVEVA Engineering the client application can be run: www. All rights reserved.AVEVA Engineering (12. AVEVA Solutions Limited and its subsidiaries.PRJ file for the required project can be located and selected.1) Tag (User Training) TM3550 This dialog will allow the projects to be selected by pressing the Add button. In the lower section of the window the port the service is running on will be displayed.  Th i sp roce sscan take som e ti me The grid will then populate with the details of the project.aveva. Ensure the Save All button is pressed. 236 . Press the Stop Service button.

by default All tables will be returned. To see what will be available to AVEVA Engineering press the Get projects button and select the required project.e. This will only give equipment items with a type tag of P.AVEVA Engineering (12.com © Copyright 1974 to current year. Then press the Retrieve Data button. 237 .  If a Table is selected. AVEVA Solutions Limited and its subsidiaries.1) Tag (User Training) TM3550 Here enter the service location. It is possible to restrict the data viewed from the database:  A Filter on the Tables. this is done using the drop down box. Pumps. i. EQUIPMENT this can be further filtered by entering an SQL query.aveva.e. The ukchel4348:9005 is the machine name followed by the port number the service is running on. www. Press the Test Service button to check the service can be found and is working. i. if AVEVA Engineering is on a different machine then localhost should not be used here as the machine name.e. i. Tag = ‘P’. All rights reserved. a default is provided to show the format which is as follows: “http://ukchel4348:9005/PIDReportDataService”.

com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. Any re gularuse rwi th out adm i ni stratoracce ssri gh tsm ust b e a m e m b e rof te am CUADMIN i n orde rto acce ssth e “Op ti ons”b utton. 238 . p roce sscan take som e ti me Here AVEVA Engineering can be pointed to the service that has been configured.aveva. then paste the location of the service into the dialog. The service can then be tested to check the Engineering machine can successfully connect to the service: www. The next step is to open the Options:  If th e “Op ti ons”b utton i sdi sab le d (gre y e d out).AVEVA Engineering (12. i t m e ansth e use rdoe snot h ave re qui re d acce ssri gh ts. In the Options Dialog press the Configure AVEVA P&ID … button.1) Tag (User Training) TM3550 Once in select the Compare/Update section and in the Source Selection select AVEVA P&ID from the dropdown list. All rights reserved.

AVEVA Engineering (12.1)
Tag (User Training) TM3550

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239

Appendix B

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

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

The default colour which identifies a grid row of a source element which is linked to a target element, and
having no mapped attribute value difference (after a database update) is white.
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240

AVEVA Engineering (12.1)
Tag (User Training) TM3550

Select the ‘Green’ colour from the colour pallet, to change this default colour to ensure that rows of linked
elements which have no changes, will be highlighted with the Green colour.

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

with

Exit the Feedback colour feature by clicking on the ‘OK’ or ‘Cancel’ buttons.
All default colours can be reverted back to, by selecting the ‘Reset Default Feedback Colours’ sub menu
entry.

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241

Appendix C

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

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

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242

1) Tag (User Training) TM3550 10. and ensure that it is current on MDBs which are available and can be written to.AVEVA Engineering (12. All rights reserved. to re stri ct i tsscop e . Th e cre ati on of datab ase sre qui re s adm i ni strati ve ri gh tsand acce ss The ‘Manage Links’ feature can now be used to create a Link world in the created/existing Design Reference database.6 Mange Links Prior to utilizing the Link features within the Tags module to link engineering items to corresponding Dabacon database items. from which the above actions can be performed. In the Admin module. by Tags users. AVEVA Solutions Limited and its subsidiaries. It is advised that CYMWRLs be created in Design Reference databases. 243 . This feature can also be used to maintain. as access to this database is not restricted by product licencing requirements. so the links contained can be accessed and utilised by database items across different product disciplines.com © Copyright 1974 to current year. create a ‘Flagged’ or ‘Reference only’ database. www.  Th e cre ate d ‘ De si gn Re fe re nce ’datab ase m ust b e adde d to th e curre nt MDBs. Click on the ‘Manage Links…’ button on the ‘Options’ form to display the ‘Manage Links’ form.aveva.  Design Reference’ datab ase sare cre ate d just th e sam e way asusualDe si gn datab ase s. CYMWRLs will need to be created and appropriately located in a relevant database. manage and delete old links world located in other existing Design databases. b ut wi th th e ‘ Reference Only’ ch e ckb ox ch e cke d.

aveva. All rights reserved.com © Copyright 1974 to current year.AVEVA Engineering (12.1) Tag (User Training) TM3550 www. AVEVA Solutions Limited and its subsidiaries. 244 .