Bentley I PDF

B ENTLEY P LANT LIFE ®
VISION
2004 EDITION
Project Navigator
DAA034630-1/0001
COPYRIGHT INFORMATION
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commitment on the part of Bentley Systems Incorporated. The software in this document is
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TABLE OF CONTENTS
CHAPTER 1: INTRODUCTION
WHAT IS PLANTLIFE VISION? ................................................................................... 1-2
SYSTEM REQUIREMENTS......................................................................................... 1-2
HELP AND DOCUMENTATION................................................................................... 1-3
HTML HELP AND PDF TUTORIAL FILES....................................................... 1-3
HELP/DOCUMENT UPDATES........................................................................ 1-4
PLANTLIFE VISION HELP ORGANIZATION .................................................. 1-4
PRINTING HELP/TUTORIAL FILES ............................................................... 1-5
FEATURES.................................................................................................................. 1-5
DATA MANAGEMENT .................................................................................... 1-6
DOCUMENT MANAGEMENT ......................................................................... 1-6
REDUCED REGULATORY COMPLIANCE COSTS........................................ 1-7
SCALEABLE, OPEN ARCHITECTURE BUILT ON INDUSTRY
STANDARDS .................................................................................................. 1-7
REVISION CONTROL SECURITY.................................................................. 1-7
ABOUT THIS TUTORIAL ............................................................................................. 1-8
CHAPTER 2: GETTING STARTED ................................................................. 1-8
CHAPTER 3: DISPLAY TABS, ARCHIVES, VIEWERS, AUDITS,
AND REPORTS............................................................................................... 1-8
CHAPTER 4: ASSOCIATED DOCUMENTS, NEW PROJECT
DOCUMENTS, AND TITLE BLOCKS.............................................................. 1-8
CHAPTER 5: REVISION CONTROL SECURITY ............................................ 1-8
CHAPTER 6: KNOWLEDGE MANAGER ........................................................ 1-8
DOCUMENTATION CONVENTIONS .......................................................................... 1-9
PROCEDURE CONVENTIONS .................................................................... 1-10
TECHNICAL SUPPORT AND SERVICES ................................................................. 1-10
TECHNICAL SUPPORT................................................................................ 1-10
SELECT SERVICES ONLINE ....................................................................... 1-11
SELECT PRIVILEGES .................................................................................. 1-11
PRODUCT UPDATES AND UPGRADES ............................................... 1-11
AROUND-THE-CLOCK TECHNICAL SUPPORT ................................... 1-11
EXCLUSIVE LICENSING OPTIONS....................................................... 1-11
DISCOUNTS ON TRAINING AND CONSULTING SERVICES ............... 1-11
BENTLEY CONSULTING.............................................................................. 1-12
PlantLIFE® Vision Tutorial

TABLE OF CONTENTS
BENTLEY INSTITUTE...................................................................................1-12
THE BENTLEY INTEGRATION NETWORK ..................................................1-12
PRE-START CHECKLIST ..........................................................................................1-13
INSTALL PLANTLIFE VISION PROGRAM FILES .........................................1-13
CREATE A WORKING TUTORIAL DIRECTORY ..........................................1-13
CHAPTER 2: GETTING STARTED

STARTING PLANTLIFE VISION ..................................................................................2-2
A TOUR OF THE INTERFACE .....................................................................................2-3
AREA TAB .......................................................................................................2-4
UNIT TAB ........................................................................................................2-5
DOCUMENT TAB ............................................................................................2-6
USER TAB.......................................................................................................2-7
VISION TOOLBAR .......................................................................................................2-7
CREATING A NEW PROJECT WITH PROJECT ADMINISTRATOR ...........................2-9
OPENING A PROJECT IN PLANTLIFE VISION.........................................................2-14
CHAPTER 3: DISPLAY TABS, ARCHIVES, VIEWERS, AUDITS, AND REPORTS

USING THE DISPLAY TABS........................................................................................3-2
FILTERING THE TAG DISPLAY......................................................................3-2
MODIFYING THE SECTION HEADERS IN THE TAG TREE...........................3-4
SEARCHING FOR A TAG................................................................................3-6
ARCHIVE DIRECTORIES ............................................................................................3-9
CREATING AN ARCHIVE DIRECTORY..........................................................3-9
IMPORTING A DOCUMENT INTO THE CURRENT PROJECT.....................3-10
CHECKING OUT A DOCUMENT FROM THE ARCHIVE DIRECTORY.........3-14
CHECKING A MODIFIED DOCUMENT INTO THE ARCHIVE
DIRECTORY .................................................................................................3-15
SETTING UP A VIEWER............................................................................................3-15
THE PROPERTIES TAB ............................................................................................3-17
AUDITING DOCUMENTS ..........................................................................................3-18
GENERATING REPORTS .........................................................................................3-20
ii PlantLIFE® Vision Tutorial

TABLE OF CONTENTS
CHAPTER 4: ASSOCIATED DOCUMENTS, NEW PROJECT DOCUMENTS, AND TITLE

BLOCKS
ASSOCIATING DOCUMENTS..................................................................................... 4-2
NEW PROJECT DOCUMENTS ................................................................................... 4-6
TITLE BLOCKS............................................................................................................ 4-8
CHAPTER 5: REVISION CONTROL SECURITY

USER AND GROUP CONFIGURATION...................................................................... 5-2
REVISION CONTROL SECURITY............................................................................... 5-5
CONCLUSION............................................................................................................. 5-7
CHAPTER 6: KNOWLEDGE MANAGER

OVERVIEW.................................................................................................................. 6-2
PLANTLIFE KNOWLEDGE MANAGER....................................................................... 6-2
PlantLIFE® Vision Tutorial iii

TABLE OF CONTENTS
iv PlantLIFE® Vision Tutorial

1 INTRODUCTION
Welcome to PlantLIFE® Vision, a Windows-based application that helps

manage critical plant data and documentation. This tutorial introduces some
of the main features in PlantLIFE Vision and walks you through some useful
exercises.
WHAT IS PLANTLIFE VISION? 1-2
SYSTEM REQUIREMENTS 1-2
HELP AND DOCUMENTATION 1-3
FEATURES 1-5
ABOUT THIS TUTORIAL 1-8
DOCUMENTATION CONVENTIONS 1-9
TECHNICAL SUPPORT AND SERVICES 1-10
PRE-START CHECKLIST 1-13
PlantLIFE® Vision Tutorial 1-1

INTRODUCTION
W HAT IS PLANTLIFE VISION?
WHAT IS PLANTLIFE VISION?

PlantLIFE Vision is an easy-to-use Windows-based application that helps manage critical plant
data and documentation. The tree-like user interface allows you to quickly navigate to a specific
component to view operating data and associated documentation. PlantLIFE Vision shares a
common relational database model with the Bentley P&IW Workgroup and the Bentley Plant
Design Workgroup for storage of all plant data including process equipment, lines, valves and
instrumentation. By sharing a common relational database, errors and data maintenance costs
associated with duplicate data are virtually eliminated.
Note PlantLIFE Vision operates in the Windows NT (4.0 or greater), Windows 2000, Windows
98, or Windows XP environments, ONLY!
SYSTEM REQUIREMENTS
You must have a CD drive or Internet access for product installation. The following prerequisites
are required to run Bentley Plant 2004 Edition applications.
Operating System Microsoft Windows NT 4.0, Service Pack 6a or later, OR

Microsoft Windows 2000, Service Pack 4 or later, OR
Microsoft Windows XP Professional, Service Pack 1a or later ·
Microsoft Office Microsoft Office Professional Edition (Access and Excel 2000 or XP)
Internet Microsoft Internet Explorer 6 or greater
Memory 512MB (More memory typically results in better performance.)
Hard Disk 650MB minimum free hard disk space
Input Device Any industry-standard input device supported by Windows
Output Device Any industry-standard output device supported by Windows
Video Graphics Any industry-standard video card/monitor
Card
CAD Engines Microstation 2004 Edition OR AutoCAD: 2000 (plus SP2), 2000i (plus SP2), 2002 (plus
SP1), 2004, AutoCAD Mechanical Desktop: 6.0, 2004 (plus SP1), Architectural Desktop:
3.3, 2004 (plus SP1), Building Systems: 3.0, 2004
Databases Supports Oracle 8.16, 8.17 and 9i, SQL Server 7.0 or 2000, MS Access 2000 or XP and
MSDE 2000 databases.
Volo View AutoDESK® Volo View™ 3 is required to view the custom objects used to create
component graphics in AutoPLANT 2004 Edition models that have been saved in
AutoCAD 2004 fomat. Volo View Express 2.1 does not support the new AutoCAD 2004
DWG file format. Volo View 3 can open all AutoCAD DWG, DXF, and DWF files, including
those produced by AutoCAD 2004 products.
The Volo View 3 product page and purchasing information can be found at
http://usa.autodesk.com/adsk/servlet/index?id=3239384&siteID=123112.
1-2 PlantLIFE® Vision Tutorial

INTRODUCTION
HELP AND DOCUMENTATION
Before you install the Bentley PlantLIFE Vision software, you should confirm that you have
adequate hardware and software capabilities to install and use the product.

In an effort to provide you with the best application support in the industry, PlantLIFE Vision
documentation is provided electronically in the form of HTML help files and Adobe Acrobat
Reader PDF files. This important decision was made to provide a method of quickly updating
users with the latest program additions or modifications. Since this information is provided
electronically, users can simply download the latest help files from our web site, without the delay
to update and reprint hard copy documentation.
Note In response to user requests to have the application on-line help formatted in a manner
that can be referenced away from a setting in which the actual software is installed we
will now provide the help in an Adobe® Acrobat® Reader PDF formatted manual after
each major release. These will be provided in PDF format to enable users to print as
many copies of this information as desired. These files will be generated in a timely
manner after each release from the on-line help and made available for download from
the http://docs.bentley.com web page.
HTML HELP AND PDF TUTORIAL FILES

All PlantLIFE Vision help is provided in the latest HTML help format. This tutorial is provided
electronically in Adobe Acrobat PDF format. The capability to view HTML help is automatically
built into the Windows 98, Windows 2000, and Windows XP operating systems. Users with
Windows NT 4.0 must have Internet Explorer 6.x or later installed and functioning. To view the
PDF files you must have Adobe Acrobat Reader v.4.x or later installed and functioning. You can
download these applications via the following urls.
Adobe Acrobat Reader: http://www.adobe.com/products/acrobat/
Microsoft Internet Explorer: http://www.microsoft.com/windows/ie/downloads/default.asp
All applications provide a Help > Contents menu selection, which will display the relevant help for
that application. In most instances, primary application help may also be directly launched via the
Programs > Bentley > Plant 2004 > Help Files folder in your Windows Start menu.

INTRODUCTION
HELP/DOCUMENT UPDATES
The Contents page of PlantLIFE Vision help files contains an Update Now button. If you have a
connection established with an Internet provider, press this button to access the
http://docs.bentley.com web page. PlantLIFE Vision Help and Tutorials are tracked by the build
date that displays in the Title bar of each help/tutorial window. Compare the build date on your
existing file with the build date of this file in the download area of the Bentley web site to
determine if a newer version is available.
Downloads will be provided in the form of self-extracting zip files. When you download an update,
simply save the file to the directory where the old files resides, then run the downloaded
executable. For example, if you download an update for the VISION 2004 Edition help file
VISION.CHM, the downloaded file will be named VISION2004.EXE. Save the file to your
directory where the existing VISION.CHM help file resides, then run the VISION2004 to overwrite
your existing help file.
PLANTLIFE VISION HELP ORGANIZATION

PlantLIFE Vision’s on-line Help is the source for answers to any questions you might have about
program features and functionality. Most PlantLIFE Vision application dialogs provide a help
button to quickly display context-sensitive help on that option. PlantLIFE Vision Help includes the
following main topic areas:
+ Project Setup: This area of the help describes the various project operations modes, and
provides procedures for performing the most common project configuration tasks. The tools
provided to upgrade/update from previous versions of AutoPLANT are also covered.
+ New Features: Provides a list of version-by-version links, to the new features and
modifications to the PlantLIFE Vision application.
+ Getting Started: Provides an introduction to the interface, and provides a description on how to
best use the help system.
+ Menu Command Reference: This folder is organized to closely match the structure of the Vision
main menu. This should enable you to quickly locate help on a specific menu option. In
general, the help for each command resides in a separate folder under the menu name folder
where it exists in the menu. Many command folders also contain a How To sub folder,
which includes a set of procedure topics that describe how to use that command.
+ Tab Reference: Provides a graphical interface to enable you to navigate through the tab system
to access a help topic for a specific tab.

INTRODUCTION
FEATURES
+ Toolbar Command Reference: The Toolbar Command Reference help area provides a
description of the toolbar options available with links to the main help topic for each of these
options.
+ Technical Support: Contains information on how and when to contact our Technical Support
staff. This section includes telephone and fax numbers, as well as a live web link to the
Bentley web site for the latest support information.
PRINTING HELP/TUTORIAL FILES

The HTML format of Bentley help systems makes printing easier than ever. To print a topic,
simply select it from the Table of Contents, then press the Print button. Enable the Print the
selected topic radio button in the dialog displayed, then press OK. If you want to print all of the
topics that reside in a particular folder and all of its sub-folders, simply select the folder and press
Print, then enable the Print the selected heading and all subtopics radio button, then press OK. All
topics in and below the selected folder will be printed in the order that they are defined in the
folder.
PDF files may be printed by selecting File > Print, then selecting the range of pages to print.
FEATURES
PlantLIFE Vision provides an easy-to-use environment to manage critical plant data and
documentation. The tree-like user interface enables you to quickly navigate to a specific
component to view operating data and associated documentation. PlantLIFE Vision and the
Bentley Process & Instrumentation Workgroup and Bentley Plant Design Workgroup share a
common relational database model for storage of all plant data including process equipment, lines,
valves and instrumentation. Changes made to a P&ID are immediately available through the
PlantLIFE Vision interface. By sharing a common relational database, errors and data maintenance
costs associated with duplicate data are virtually eliminated.
PlantLIFE Vision does more then simply manage plant data. It displays the relationship between
the various components within the plant. Selecting a process vessel in the user interface instantly
displays a list of nozzles and lines connected to the vessel. Selecting a line displays all in-line
components, including valves and instrumentation, as well as branch connections and downstream
equipment. Need to see the data associated with a piece of equipment? Simply select the
Properties tab to view the data stored in the central relational database.

INTRODUCTION
FEATURES
DATA MANAGEMENT
PlantLIFE Vision allows you to manage plant data for the lifecycle of your plant. All
documentation and data developed with the Bentley Plant Design applications in the construction
phase is seamlessly imported into PlantLIFE Vision for plant operations and maintenance. This
eliminates the time-consuming and error prone process of completing a manual take-off of your
drawing data in order to update your plant data.
DOCUMENT MANAGEMENT
PlantLIFE Vision provides the document management tools required to address the unique needs
of process plants. With PlantLIFE Vision a document can be electronically linked to any
component record. Selecting the component in the graphical user interface automatically displays
the list of associated documents. Select the document from the list and it is automatically displayed
for viewing. With PlantLIFE Vision it is easy to locate all documents associated with a particular
tag number.
All plant documentation is maintained under revision control within PlantLIFE Vision. The archive
function ensures that only the most currently issued document is available for viewing. Only plant
personnel with the appropriate permissions may checkout, update and archive an original
document. Built-in audit tracking functionality maintains a permanent history of all document
changes and the personnel that made the changes.

INTRODUCTION
FEATURES
REDUCED REGULATORY COMPLIANCE COSTS

PlantLIFE Vision provides immediate access to critical plant data and documents required to
comply with industry regulations, including FDA, EPA, OSHA 1910 and ISO. The audit trail
functionality records ‘Who, When and What’ documents were accessed through PlantLIFE Vision.
SCALEABLE, OPEN ARCHITECTURE BUILT ON INDUSTRY STANDARDS

The open architecture of PlantLIFE Vision allows seamless integration with existing data sources.
Tables from your in-house and enterprise data management can be joined directly to PlantLIFE
Vision eliminating the need to perform application-to-application data synchronization. PlantLIFE
Vision includes an API environment to expose the primary data objects for high level integration
with third party document management, EAM and maintenance management applications
including Documentum, PSDI/Maximo, DataStream, Eagle Technologies and Indus’ Solution
Series. Databases supported by PlantLIFE Vision include Microsoft SQL Server, Microsoft Access
(small workgroups), MSDE, and Oracle.
REVISION CONTROL SECURITY

The Revision Control Security enables you to control user access settings for all registered
applications. Options are provided to control user access, functions, and levels.

INTRODUCTION
ABOUT THIS TUTORIAL
ABOUT THIS TUTORIAL

This tutorial explains how to use PlantLIFE Vision as a typical user only. For a more detailed
explanation of a specific command or function, refer to the PlantLIFE Vision on-line help. A brief
description of the information presented in each chapter of this Tutorial is provided below.
CHAPTER 2: GETTING STARTED

In this chapter, you will learn some of the basic features of the PlantLIFE Vision application,
including an introduction to the Display tabs, and the Vision toolbar. You will also learn how to
create a new project using the Project Administrator.
CHAPTER 3: DISPLAY TABS, ARCHIVES, VIEWERS, AUDITS, AND REPORTS

In this chapter, you will be introduced to the Display tabs, their functionality and how to customize
their appearance. You will also learn how to create an archive directory to serve as a repository for
archiving project documents, set up a viewer for viewing documents and how to audit the revision
history for a project document. The final exercise in this chapter focuses on generating project
reports.
CHAPTER 4: ASSOCIATED DOCUMENTS, NEW PROJECT DOCUMENTS, AND TITLE

BLOCKS
In this chapter, you will learn how to associate an external document with a current project tag,
preview the document inside PlantLIFE Vision and to view the document by launching the
associated viewer. You will also learn how to create a new project document and how to import a
title block revision.
CHAPTER 5: REVISION CONTROL SECURITY

This chapter focuses on the Revision Control Security features of PlantLIFE Vision. This function
enables you to control user access settings for all registered applications.
CHAPTER 6: KNOWLEDGE MANAGER

This chapter focuses on PlantLIFE Knowledge Manager — a server-based application that extracts
both structured data (tag numbers and document numbers) and unstructured data (text) from legacy
archives of drawings and documents. The extracted information is stored in the project database
and a full text search engine database. End user data extracted by Knowledge Manager can be
accessed through the Vision interface.

INTRODUCTION
DOCUMENTATION CONVENTIONS
DOCUMENTATION CONVENTIONS
A number of conventions are maintained throughout all Bentley documentation to make it easier to
identify and understand the information presented.
CONVENTION DESCRIPTION
NOTE: Precedes information of general importance.

HINT: Precedes optional time-saving information.
WARNING: Precedes information about actions that should not be performed under normal
operating conditions.
FILENAMES Directory paths and file names are italicized.
Example: C:\TUTOR directory, AUTOEXEC.BAT file.
Program Code Excerpts from text or basic script files, variables, and statements appear in the font
shown.
INPUT Commands or information that must be manually entered is bolded in the font shown.
Menu & Menu commands and dialog buttons appear in a sans serif font that stands out from
Buttons normal body text.
Example: After selecting the File menu, press the OK button in the dialog.
Dialogs Dialog and database table names are italicized.
Field_Name Example: The Preferences dialog.
Select Indicates that the command must be executed from a menu or dialog.
Throughout this tutorial, the menu command sequence required to execute a
command will be explicitly defined in the text, while the associated toolbar button is
presented in the margin.

INTRODUCTION
TECHNICAL SUPPORT AND SERVICES
PROCEDURE CONVENTIONS
Several procedures are provided throughout this tutorial. Menu selections and user input are
emphasized in bold while the toolbar equivalent is shown in the left margin. Refer to the example
below.
> SELECTION EXAMPLE

1. Select File > Open Project….

Bentley’s Professional Services organization is dedicated to optimizing and supporting engineering
environments worldwide. This trained team of experts provides users of Bentley technology a host
of technical services that helps project teams leverage architectural and engineering information.
Bentley SELECT is your premier service and technology program. The most comprehensive
offering of its kind, Bentley SELECT streamlines the delivery and support of Bentley products into
one convenient program for its members.
TECHNICAL SUPPORT
At the heart of Bentley's support initiative is Bentley SELECT, the most comprehensive service
and technology subscription program of its kind. With a commitment to its users unequalled in its
industry, Bentley streamlines the delivery and support of its products to Bentley SELECT
subscribers.
Organizations whose competitive advantage stems from continuous improvement rely on Bentley
SELECT to increase their employees' skills in employing Bentley products and, ultimately,
improve their bottom line.
Bentley users not currently subscribed to Bentley SELECT should visit the Contacts Page at
http://www.bentley.com/corporate/contacts/ for technical support information.

INTRODUCTION
SELECT SERVICES ONLINE

SELECT services Online is an all-encompassing repository of technical information and support
channels. At SELECT services Online, members can access:
Downloads
Support tools
Interactive support
Docs and publications
Account information
Developer support
Project services
SELECT PRIVILEGES
PRODUCT UPDATES AND UPGRADES

Bentley SELECT members receive free updates and upgrades for all Bentley products covered by
SELECT as soon as they are available, via Web downloads and MySELECT CD.
AROUND-THE-CLOCK TECHNICAL SUPPORT

Priority telephone, and E-mail ensure member access to support anytime, anywhere--with a
guaranteed response in under four hours.
Email: support@bentley.com
Phone: U.S. and Canada 1-800-BENTLEY

Europe, Middle East, and Africa (+31) 023 5560555
EXCLUSIVE LICENSING OPTIONS

SELECT licensing offers several automatic options that lower the total cost of technology
ownership. They include SELECTserver licensing, subscription licensing and home-use licensing.
DISCOUNTS ON TRAINING AND CONSULTING SERVICES

Bentley SELECT also offers discounts on Bentley Institute courses and Bentley Consulting
services.

INTRODUCTION
BENTLEY CONSULTING
Bentley Consulting specializes in assisting organizations in:
Exploiting technology
Optimizing workflows
Helping project team members be their most productive
With the know-how that only comes from years of practical experience, Bentley Consulting team
members--located around the globe--work with firms to determine best practice standards and
assist in implementing a plan to guide their people, methods and technology. The result for you:
your project team will work smarter, faster and with higher quality results.
BENTLEY INSTITUTE
The Bentley Institute provides ongoing training courses to help organizations achieve maximum
productivity through professional growth.
Training courses are delivered at authorized Bentley Institute Centers worldwide.

Professional Series courses focus on training on Bentley's Engineering Configurations.
These courses are delivered at Bentley facilities and taught by qualified faculty members
who have industry as well as application expertise.
THE BENTLEY INTEGRATION NETWORK

The Bentley Integration Network comprises more than 1,000 professionals dedicated to
accelerating the e-transformation of the engineering industry. This global network:
Implements the most advanced engineering information creation and management tools
Utilizes best practices to deliver bottom-line, business benefits
Extends the power of engineering intelligence to architects, engineers, partners, clients
and owners.
Its comprehensive suite of services ranges from high-level consulting to improve business process
to customized development, implementation, training and support.

INTRODUCTION
PRE-START CHECKLIST
PRE-START CHECKLIST
INSTALL PLANTLIFE VISION PROGRAM FILES

Before you can begin this Tutorial you must install the PlantLIFE Vision 2004 Edition program
files on to your hard disk and configure your computer system to run the software.
CREATE A WORKING TUTORIAL DIRECTORY

As part of this tutorial, you will import and modify a Microsoft Excel document. Create a
temporary working directory called TUTOR (off of your root local hard drive) and place a blank,
empty Microsoft Excel document titled ANDOC.XLS in this directory. After the tutorial is finished,
you can delete the directory and its files.

INTRODUCTION
PRE-START CHECKLIST

2 GETTING STARTED
In this chapter, you will learn some of the basic features of the PlantLIFE
Vision application, including an introduction to the Display tabs and the
Vision toolbar. You will also learn how to create a new project using the
Project Administrator.
STARTING PLANTLIFE VISION 2-2
A TOUR OF THE INTERFACE 2-3
CREATING A NEW PROJECT WITH PROJECT ADMINISTRATOR 2-9
OPENING A PROJECT IN PLANTLIFE VISION 2-14

GETTING STARTED
STARTING PLANTLIFE VISION
STARTING PLANTLIFE VISION

> TO START PLANTLIFE VISION
1. Select Bentley > Plant 2004 > Vision from your Windows Start menu to display the Login
dialog shown below.
2. If you previously logged into another PlantLIFE application and enabled the Save Password
check box, you will not see the Login dialog. You can access this dialog by selecting File >
Log on as a different User….
Note Users or groups are granted access to individual projects by your System Administrator.
3. PlantLIFE Vision defaults to logging in with supervisor privileges by populating the User
Name field with Supervisor. Type Supervisor in the Password field, then press OK to display
the Vision Archiving dialog shown below.
4. The Vision Archiving dialog enables you to toggle the document archiving feature within
PlantLIFE Vision. By enabling the archiving feature, you can store and access legacy versions
and revisions of project documents. Press Yes to enable PlantLIFE Vision archiving for the
PIW EXAMPLE project.
5. PlantLIFE Vision displays as shown below. PlantLIFE Vision defaults to display the PIW
EXAMPLE project. The last exercise in this chapter teaches you how to create a new project,
which you will use in the subsequent chapters.

GETTING STARTED
A TOUR OF THE INTERFACE

Take some time to familiarize yourself with the main features of the PlantLIFE Vision interface.
When the application is initially executed, only the Area and Document tabs are toggled ON. You
can toggle the display of these and other tabs via the Display menu. Toggle ON the Unit and User
tabs by selecting Display > Unit, then Display > User. These tabs display data contained in the
current project, sorted and/or filtered by the heading found on each tab.
Note A checkmark will appear to the left of these menu commands to indicate they are toggled
on.

GETTING STARTED
AREA TAB
The Area tab displays data from the current project, filtered by areas. The Areas drop-down list
enables you to quickly filter the data by specific areas defined in the current project. The Filter
drop-down list enables you to display only tags matching the value contained in this field.

GETTING STARTED
UNIT TAB
The Unit tab displays data contained in the current project, filtered by the UNIT field found in the
TAG_REG and INSTR tables (or any table where the tag number is stored). The Units drop-down
list enables you to quickly filter the data by a specific UNIT defined in the current project.
Note There are no Unit field entries in the PIW EXAMPLE project, therefore no unit field data is
displayed in the figure below.

GETTING STARTED
DOCUMENT TAB
The Document tab displays documents contained in the current project, sorted by the application to
which the document is associated. The Filter drop-down pick-list enables you to display only those
documents matching the value contained in this field.
Note You may notice the floating scroll bar shown in the Document tab window above. This
enables you to control the number of nodes displayed under a branch of a tree. You can
use this bar to scroll to the desired node. The number of nodes displayed under a branch
may be modified by selecting Display > Options…, then changing the Maximum Nodes
per Branch field value (default=10).

GETTING STARTED
USER TAB
The User tab enables you to display data contained in the current project, filtered by user-defined
parameters. The User drop-down list provides options to quickly filter the data by pre-defined
combinations of values retrieved from the project database by component type. The User button
filters the data displayed in this tab by specifying the current project database fields from which the
data is drawn.
VISION TOOLBAR
After initial startup, the Vision toolbar displays docked in the upper portion of the screen. These
tools provide the fastest access to application commands. The following provides you with a quick
reference to the icons available in the Vision toolbar.
Note To view the name of the command that will be executed by any toolbar button, simply
position the cursor over an item and pause. A “tool tip” will display describing that item.

GETTING STARTED
OPEN PROJECT
The Open Project button enables you to locate and open an existing project.
REFRESH TREE
The Refresh Tree button immediately updates displayed information within the active tab with
current data.
REFRESH SECTION
The Refresh Section button immediately updates displayed information within the current section
of the active tab with current data.
TAG DISPLAY FILTER

The Tag Display Filter button enables you to customize the display of tag type categories within
the PlantLIFE Vision tree.
FIND TAG/DOCUMENT
The Find Tag/Document button enables you to locate a specific tag number or document within
the current project.
FIND TAG/DOCUMENT DROP-DOWN LIST

The Find Tag button enables you to locate a specific tag number within the current project. The
Find Document button enables you to locate a specific document (as specified in the adjacent left-
hand field) within the current project. The drop-down list to the right of these toolbar icons enables
you to toggle between the functionality of these buttons.
VIEW ASSOCIATED DOCUMENT

The View Associated Document button enables you to quickly preview the document associated
with the current tag (selected in the Associated Documents group box).
REPORTS
The Reports button enables you to quickly print or preview a project report (i.e., Equipment List,
Instrument List, etc.).

GETTING STARTED
CREATING A NEW PROJECT WITH PROJECT ADMINISTRATOR
FULL TEXT SEARCH

The Full Text Search button enables you to enter a text string to search for within the last drawing
index performed by Knowledge Manager. Knowledge Manager is a server-based application that
extracts both structured data (tag and document numbers) and unstructured data (text) from legacy
archives of drawings and documents. The extracted information is stored in the project database
and a full text search engine database. End user data extracted by Knowledge Manager can be
accessed through the Vision interface. Knowledge Manager has a user interface for system
administration purposes only.
Note This toolbar icon will appear disabled until an index has been run within Knowledge
Manager.
LOOP CONNECTIONS
Enables you to enter an instrument tag number, then find all loop connections in which it is used.
You can then display all of the tags in that loop and batch print all of the documents associated
with the tags in that loop.
HELP
The Help button displays the PlantLIFE Vision Help System.

In this section, you will learn how to create a new project using the Project Administrator. You will
copy the data and structure of the PIW EXAMPLE project that is shipped with your software. This
project will be used throughout this tutorial.
> TO CREATE A NEW PROJECT

1. Select Bentley > Plant 2004 > Project Tools Project Administrator from your Windows Start
menu to display Project Administrator as shown below.

GETTING STARTED
2. Expand the C:\Bentley Plant Projects folder by pressing the adjacent Expand node within the
Project Tree (the left-hand pane of the Project Administrator), then select the PIW EXAMPLE
project to display the Login dialog shown below.
3. Project Administrator defaults to logging in with supervisor privileges by populating the User
Name field with Supervisor. Type Supervisor in the Password field, then press OK to display
Project Administrator as shown below.

GETTING STARTED
4. Select File > New Project… to display the New Project – Data and Documents dialog shown
below.
5. The Project Standards group-box provides options to define whether standards in the source
project will be shared by the new project, or copied locally. Enable the Copy to Local Project
radio button to copy the standards defined in the source project to the new project directory.
6. The Project Data/Documents group-box provides options to define how the data and/or
documents in the source projects will be copied into the new project. Enable the Copy Data

GETTING STARTED
and Documents radio button to copy both the data and documents in the source project to the
target project, then press Next > to display the New Project – New Project Paths dialog shown
below.
7. The New Project – New Project Paths dialog enables you to view/modify the default project
paths that will be defined for the new project. Accept the default settings presented in this
dialog by pressing Next > to display the New Project – Details dialog shown below.
8. The New Project – Details dialog enables you to enter project details that describe the new
project. Type the information in the respective fields so that the New Project – Details dialog
appears as shown below.

GETTING STARTED
9. Press Finish to display the MSDE Upgrade dialog shown below.
10. This dialog enables you to upgrade the new project database from Microsoft Access to the
Microsoft SQL Server Data Engine. To create the new project using Microsoft Access, press
No.
11. After the new project creation is complete, the Project Administrator displays as shown below.

GETTING STARTED
OPENING A PROJECT IN PLANTLIFE VISION
12. Select File > Exit to close the Project Administrator, then return to PlantLIFE Vision.

> TO OPEN A PROJECT IN VISION
1. Select File > Open Project… to display the Open Project dialog shown below.

GETTING STARTED
2. Select PlantLIFE Vision Tutorial Project from the Projects pick-list, then press OK to display the
Login dialog. Again, PlantLIFE Vision defaults to logging in with supervisor privileges by
populating the User Name field with Supervisor. Type Supervisor in the Password field, then
press OK to open the project.
3. As shown below, notice PlantLIFE Vision displays the current active project within the title
bar of the interface.

GETTING STARTED

3 DISPLAY TABS, ARCHIVES, VIEWERS,
AUDITS,AND REPORTS
In this chapter, you will be introduced to the Display tabs, their functionality
and how to customize their appearance. You will also learn how to create an
archive directory to serve as a repository for archiving project documents, set
up a viewer for viewing documents and how to audit the revision history for a
project document. The final exercise in this chapter focuses on generating
project reports.
USING THE DISPLAY TABS 3-2
ARCHIVE DIRECTORIES 3-9
SETTING UP A VIEWER 3-15
THE PROPERTIES TAB 3-17
AUDITING DOCUMENTS 3-18
GENERATING REPORTS 3-20

DISPLAY TABS, ARCHIVES, VIEWERS, AUDITS,AND REPORTS
USING THE DISPLAY TABS

The individual Display tabs show the data contained in the current project, sorted and/or filtered
by the heading found on each tab name. PlantLIFE Vision allows you the flexibility of customizing
the display to meet your specific working style.
FILTERING THE TAG DISPLAY

In this exercise, you will learn how to hide the data that falls beneath the Lines section header.
1. Click on the Area tab, then expand the Lines section header by pressing the adjacent Expand
node as shown below. The Process Line subcategory displays as shown below nested beneath
the Lines section header.

2. Select Display > Filters… to display the Tag Display Filter dialog shown below.
3. Disable the Lines check-box as shown below.
4. Press OK to accept your changes and exit the Tag Display Filter dialog. Notice that the Lines
section header has been removed from the Area tab display as shown below.

MODIFYING THE SECTION HEADERS IN THE TAG TREE

In this exercise, you will customize the Miscellaneous section header.
1. Select Display > Section Headers… to display the Section Headers dialog shown below.

2. The Section Headers dialog enables you to customize the display of individual tags (within the
Vision Tree) which fall into a specific tag type category. Select TAG_REG from the pick-list,
then overwrite the Miscellaneous description by typing Stream Data in the Description field as
shown below. The Section Headers dialog should now appear as shown below.
3. Press Set to accept the changes. Notice that the Description has changed in the dialog. Press
Apply to save these changes and then press Close to exit the dialog and return.
4. Refresh the Area tab by selecting Display > Refresh Tree. Notice the Miscellaneous section
header has now changed to Stream Data as shown below.

Note Changes to section headers affects all Display tabs which use the section header (i.e.,
Unit tab, User tab, etc.).
PlantLIFE Vision also enables you to quickly locate a specific tag number or document within the
current project. There are a variety of methods to find a tag.
SEARCHING FOR A TAG

In this exercise, you will learn how to use the Find function to locate a specific tag number.
1. Press the Find Tag > Document… button to display the Find dialog shown below.
2. Type 1000-TT-003 in the Tags field, and then press Find. PlantLIFE Vision immediately
navigates to the tag number within the Area tab as shown in the following figure. Press Close
to exit the Find dialog.

3. Now you will learn an alternative method of finding a tag within another Display tab. First,
click on the Document tab.
4. Type 1000-TT-003 in the Find Tag field within the Vision Toolbar as shown below.

5. Press Find Tag to display the Select Document dialog shown below.
6. This dialog displays because PlantLIFE Vision found more than one document with the
specified name. Select the first entry within the Select Document dialog, then press OK to
navigate to the tag number within the Document tab as shown below.

ARCHIVE DIRECTORIES
ARCHIVE DIRECTORIES
In this section, you will learn to create a directory for archiving project documents.
CREATING AN ARCHIVE DIRECTORY

1. Click on the Document Tab, then select the Instrumentation & Wiring section heading.
2. Select Documents > Configure Archive… to display the Configure Archive dialog shown below.
3. Type C:\Vision1 in the Archive Directory field, then press OK. Press Yes when prompted to
create the directory.
Note If you have installed PlantLIFE Vision on a drive other than that shown above, type the
archive directory path to the appropriate location.

ARCHIVE DIRECTORIES
IMPORTING A DOCUMENT INTO THE CURRENT PROJECT

In this section, you will import an external document into the current project, which you will use to
check in and out of the archive directory you just created.
1. Click on the Instrumentation & Wiring section heading within the Document tab, then press the
right mouse button to display the context menu shown below.
2. Select Import… to display the Select a File to Import dialog. As shown below, navigate to the
..\TUTOR directory that you created at the end of Chapter 1. Select the ANDOC.XLS document
you created before you began this tutorial.

ARCHIVE DIRECTORIES
3. Press Open. The following message dialog displays, indicating that the document has been
added to Instrumentation & Wiring.
4. Press OK to close the Import dialog. Notice the document has been added to the Document tab
as shown below, nested beneath the Instrumentation & Wiring product.

ARCHIVE DIRECTORIES
5. Now you will check in the imported document. Select ANDOC from the Document tab, then
select Documents > Check In… to display the Check In for: [ANDOC.XLS] dialog shown
below.

ARCHIVE DIRECTORIES
6. The Check In For: [ANDOC.XLS] dialog enables you to perform additional functions before
checking the current document into the archive directory. Type Revision 0 in the Revision
Description field as shown below to indicate that this is the original condition of the document
(remember this is an empty, blank Microsoft Excel document).

ARCHIVE DIRECTORIES
7. Press OK to close the Check In For: [ANDOC.XLS] dialog and check in the document.
Now you will check out the ANDOC.XLS file from the archive directory and edit it.
CHECKING OUT A DOCUMENT FROM THE ARCHIVE DIRECTORY

1. First, locate the document you just imported by pressing the Find Tag > Document… button to
display the Find dialog.
2. Type ANDOC in the Documents field, then press Find, then press Close.
3. Select ANDOC from the Document Tree, then select Documents > Check Out. The Checked out
message dialog displays as shown below.
4. Press OK to continue. To edit the document, select Documents > Edit… to display the
document in Microsoft Excel.
5. Type Revision One in cell A1. Select File > Save, then select File > Exit.

SETTING UP A VIEWER
CHECKING A MODIFIED DOCUMENT INTO THE ARCHIVE DIRECTORY

1. Ensure ANDOC is selected in the Document Tree, then select Documents > Check In… to
display the Check In For: [ANDOC.XLS] dialog.
2. Type Revision 1 in the Revision Description field to indicate this is the first revision of the
document (remember, you entered text into the blank Microsoft Excel document), then press
OK.
SETTING UP A VIEWER
Now you will learn how to set up a viewer to use when you view project documents.
> TO SET UP A VIEWER

1. Select File > Viewer and File Type Setup… to display the Configure dialog, then select the
Viewers tab as shown below.
2. The Viewers tab enables you to specify the applications used to view individual file types.
Press the Browse button adjacent to the Viewer field to display the Select an Executable
dialog. As shown below, navigate to the path of the Microsoft Excel executable file.

SETTING UP A VIEWER
3. Select the executable, then press Open.

4. Select XLS from the Extension drop-down list, then press Add. Press Apply to save your
changes. The Viewers tab should now appear as shown below.
5. Press Close to exit the Configure dialog.

THE PROPERTIES TAB
THE PROPERTIES TAB

The Properties tab within the main PlantLIFE Vision interface displays read-only property
information specific to the tag number or document selected within the Document Tree.
> TO DISPLAY THE PROPERTIES OF A DOCUMENT OR TAG NUMBER

1. Ensure ANDOC is selected in the Document tab, then ensure the Properties tab is selected as
shown below.

AUDITING DOCUMENTS
AUDITING DOCUMENTS
Now you will learn how to review a revision history log for a document and how to access
previously archived documents.
> TO VIEW A PREVIOUSLY ARCHIVED DOCUMENT

1. Ensure ANDOC is selected in the Document tab.
2. Select Documents > Document Audit… to display the Document Audit Log for:
[C:\TUTOR\ANDOC.XLS] dialog shown below.
3. Select the first entry in the Revisions group box. Notice that the Description field indicates
this version is the original condition of the document.

AUDITING DOCUMENTS
4. Now select the second entry in the Revisions group box. Notice the Description field indicates
this version is the second revision of the document.
5. To view the document in each of its conditions, select the first entry (the original blank
document) in the Revisions group box, then press View… to open the document in Microsoft
Excel. Notice that the fields are blank. Select File > Exit to return to PlantLIFE Vision.
6. Now select the second pick-list entry in the Revisions group box (the version where you
entered text) in the Revisions group box, then press View… to open the document in Microsoft
Excel. Notice that cell A1 contains the text you previously entered. Select File > Exit to return
to PlantLIFE Vision.

GENERATING REPORTS
7. Press Done to close the dialog.
GENERATING REPORTS
Now you will learn how to generate an Instrument List report for all instruments defined in the
project.
> TO GENERATE AN INSTRUMENT LIST

1. Select Utilities > Reports… to display the Reports dialog shown below.
2. Scroll down the list and select Instrument List. Press Preview to display the report in a preview
window as shown below.
Note A default printer must be configured for the Preview function to work correctly.
Note To print the Instrument List on your default printer, you can press the Print button.
3. Exit the preview window by pressing the kill button in the upper right-hand corner, then
close the Reports dialog by pressing Close to return to PlantLIFE Vision.

4 ASSOCIATED DOCUMENTS, NEW
PROJECT DOCUMENTS, AND TITLE
BLOCKS
In this chapter, you will learn how to associate an external document with a
current project tag, preview the document inside PlantLIFE Vision and to
view the document by launching the associated viewer. You will also learn
how to create a new project document and how to import a title block
revision.
ASSOCIATING DOCUMENTS 4-2
NEW PROJECT DOCUMENTS 4-6
TITLE BLOCKS 4-8

ASSOCIATED DOCUMENTS, NEW PROJECT DOCUMENTS, AND TITLE BLOCKS
ASSOCIATING DOCUMENTS
In the previous chapter, you learned how to import a document into the current project, set up a
viewer to view the document, make revisions and how to review a revision history. Now you will
learn how to associate a document with a current project tag.
In this exercise, you will associate an Excel document with a tag.
> TO ASSOCIATE A DOCUMENT WITH A TAG

1. Click on the Area tab. Use the Find Tag function to locate tag 1000-TT-003. As shown in the
figure below, notice that two documents are already associated with this tag as displayed
within the Associated Documents area of the Vision interface.

2. Select Utilities > Associate Document(s)… to display the Associate Document dialog shown
below.
3. Scroll down the list and select ANDOC, then press Add Link…to display the Associate
Documents dialog shown below.
4. Press OK. Notice the document has been associated with tag 1000-TT-003 as displayed within
the Associated Documents group box.

> TO PREVIEW AN ASSOCIATED DOCUMENT

1. This exercise shows you how to preview an associated document within PlantLIFE Vision’s
Document View tab. In the right-hand pane, select the Document View tab to make it active.
2. Select ANDOC in the Associated Documents group box, then press your right mouse button to
display the popup menu shown below.

3. Select Display in Document View Tab. Notice PlantLIFE Vision displays a preview of the
associated document in the Document View tab.
> TO VIEW AN ASSOCIATED DOCUMENT

1. Select ANDOC from the Associated Documents group box, then select Utilities > View
Associated Document.
2. After the document displays in Microsoft Excel, select File > Exit to return to PlantLIFE
Vision.

NEW PROJECT DOCUMENTS

Now you will learn how to establish PlantLIFE Vision’s settings for creating a new project
document
> TO SET UP AN APPLICATION FOR A NEW DOCUMENT TYPE

1. Click on the Document Tab, then select File > Application Setup… to display the Applications
dialog shown below.
2. This dialog enables you to control the display of various products within the Document tab for
each project and registers the changes in the AT_PRODS.DBF file.
3. Ensure the AutoPLANT P&ID check-box is enabled, then press Close to return to the Document
tab.

> TO START A NEW DOCUMENT FROM PLANTLIFE VISION

1. Select AutoPLANT P&ID from the Document tab, then press the right mouse button to display
the popup menu shown below.
2. Select New… to display the New Document dialog shown below.

TITLE BLOCKS
3. Type Drawing1 in the File Name field. Notice that this also becomes the default Name field
value. Leave this as the default.
4. Type Vision Tutorial CAD Drawing in the Description field.
5. Select AutoCAD Drawing from the pick-list. The New Document dialog should now appear
similar to the figure shown below.
6. Press Create to launch AutoCAD.
TITLE BLOCKS
Warning The following exercise details the steps necessary to insert a user-defined title block
utilizing AutoCAD 2002. While the objective remains the same, these steps may need to
be modified if you are using a previous version of AutoCAD.
> TO INSERT A USER-DEFINED TITLE BLOCK

1. From the AutoCAD menu, select Insert > Block… to display the Insert dialog.
2. Press the Browse button to display the Select Drawing File dialog, then navigate to the
C:\PROGRAM FILES\BENTLEY\PLANT 2004\CONFIG\IMPERIAL\BORDERS\ DBORD.DWG file.
Select the file, then press Open.
3. Disable the Specify On-screen check-box. The Insert dialog should now appear similar to the
figure shown below.

TITLE BLOCKS
4. Press OK to exit the Insert dialog.

5. At the Command prompt type DDATTE and then press Enter. The prompt
Select block reference:
displays. Select a point on the drawing border to display the Edit Attributes dialog shown
below.
6. Notice the Block name is DBORD. Also notice the attribute names. These names will be used
in mapping the block and attribute names. Type Drawing1 in the DOC_NAME field.
7. Press OK to exit the Edit Attributes dialog, then select File > Save, then select File > Exit to
close AutoCAD and return to PlantLIFE Vision.

TITLE BLOCKS
> TO IMPORT A TITLE BLOCK REVISION

1. Select Drawing1 from the Document tab, then select Documents > Title Block Revision Import…
to display the Title Block Revision Import dialog shown below.
2. Type DBORD in the Block Name field, then type DOC_NAME in the REV_TITLE field, so that
the dialog appears as shown below.
3. Press Save, then press OK to exit the Title Block Revision Import dialog. At this point,
AutoCAD will open the DRAWING1.DWG file and extract attribute data as defined in the
above dialog.
4. PlantLIFE Vision displays the Title Block Import dialog shown below, to indicate the title
block import was successful.
5. Press OK to close the Title Block Import dialog. The Revision Marks dialog displays as shown
below.

TITLE BLOCKS
6. To assign a revision mark to the document, click the left mouse button directly beneath the
Number column heading (adjacent to the Document1 title), then press Edit to enable all fields.
7. Type A in the Revision field, then press Save. As shown below, notice that revision A has been
added to the Number field.
8. Press Close to exit the Revision Marks dialog.

TITLE BLOCKS

5 REVISION CONTROL SECURITY
This chapter focuses on the Revision Control Security features of PlantLIFE

Vision. This function enables you to control user access settings for all
registered applications.
USER AND GROUP CONFIGURATION 5-2
REVISION CONTROL SECURITY 5-5
CONCLUSION 5-7

USER AND GROUP CONFIGURATION
The following exercises can only be performed if you are logged into PlantLIFE Vision with
Supervisor privileges, as instructed in Chapter 2 – Getting Started. Security controls can be
modified only by System Administrators with Supervisor rights.

> TO CREATE A NEW USER GROUP
1. Select File > Configure Users… to display the User Configuration dialog. This dialog provides
system administration tools for creating users, assigning users to groups, granting user/group
rights and creating user/group functions and levels of access for the current project. Select the
Groups tab as shown below.
2. The Groups tab provides tools to create and edit user groups and group access privileges for
the current project. To add a group to the current project, press Add to display the Create
Group dialog shown below.

3. The Create Group dialog provides tools to create and assign group-level access rights by
application, function and level for the current project. Type P&ID CAD USERS in the Group
Name field. Assign the new group functional access rights by enabling only the Engineering
check-box within the Function group box. Assign the new group level access rights by
enabling only the Draftsman check-box within the Level group box. Select User from the
Group Default Access Type drop-down list. The Create Group dialog should now appear as
shown below.
4. Press OK. Notice the new group has been added to the Groups tab as shown below.
> TO CREATE A NEW USER

1. Select the Users tab as shown below. This tab provides tools to create and edit individual users
and user access privileges for the current project.

2. To add a user to the current project, press Add to display the Create User dialog shown below.
3. The Create User dialog provides tools to create a user and assign access privileges for the
current project. To add a new user to the current project, type PIDCAD in the Login Name
field, then type New User in the User Name field. Assign the new user to a group by selecting
P&ID CAD USERS from the Member of Group drop-down pick-list. Assign the password to be
used by the new user by typing Asset in the Password field, then type Asset in the Confirm
Password field. The Create User dialog should now appear as shown below.
4. Press OK to create the new user. Notice the new user has been added to the Users tab as shown
below.

5. Press Close to exit the User Configuration dialog.

Now you will learn how to control user access settings for a registered application.
> TO ESTABLISH REVISION CONTROL SETTINGS

1. Select File > Revision Control Security… to display the Revision Control Security dialog. This
dialog enables you to view and edit current revision access settings for all registered
applications. Select AutoPLANT P&ID as shown below.
2. Select Check In-Out/Edit from the Action pick-list, then press Edit… to display the Function
and Level Access dialog shown below.

3. The Function and Level Access dialog enables editing function and level access controls for
specific actions related to a particular application. First, disable both Authorize all check
boxes. Assign the current group functional access rights by enabling only the Engineering
check-box within the Function group box. Assign the current group level access rights by
enabling only the Draftsman and Cad check-boxes within the Level group box. The Function
and Level Access dialog should now appear as shown below.
4. Press OK to save your changes and return to the Revision Control Security dialog.
5. Enable the Details check-box. Notice the Function and Level settings for AutoPLANT P&ID
Check In-Out/Edit.

CONCLUSION
6. Press Close to exit the Revision Control Security dialog and return to PlantLIFE Vision.
7. Select File > Exit to close PlantLIFE Vision.
CONCLUSION
You have now completed the PlantLIFE Vision Tutorial, but in no way has the learning process
ended. You should take the time to review specific examples in this Tutorial, and experiment with
them as they apply to your project. Refer to the PlantLIFE Vision on-line Help for a more detailed
explanation of available features and functions.

CONCLUSION

6 KNOWLEDGE MANAGER
This chapter introduces the supplemental application that is available for

purchase with your Bentley PlantLIFE software. This application is shipped
with its own on-line help file, which covers the available features or
functions.
OVERVIEW 6-2
PLANTLIFE KNOWLEDGE MANAGER 6-2

KNOWLEDGE MANAGER
OVERVIEW
OVERVIEW
This chapter provides an overview of the PlantLIFE supplemental application. This application can
be launched directly from the Windows Start menu. This application ships with its own context-
sensitive on-line help that provides detailed explanations of every available feature and function.
This help file may be displayed by selecting Help > Contents from the application’s menu.
The Contents page of every primary application help file contains an Update Now button. If you
have a connection established with an Internet provider, press this button to access the
http://docs.bentley.com web page where you can then locate the latest documentation for Bentley
applications.
Help file builds are tracked by the build date that displays in the title bar of each help system
window. Compare the build date on your existing help file with the build date of the file available
from the download area of the web site to determine if a newer version is available.
PLANTLIFE KNOWLEDGE MANAGER

PlantLIFE Knowledge Manager is part of the PlantLIFE suite. Knowledge Manager can be used to
automatically read large quantities of existing AutoCAD (.DWG and .DXF) files, mine the tag data
from the drawings (including equipment, lines, valves and instruments) and write this information
to the project database. Knowledge Manager is extremely flexible as it is not dependent upon
attributed tag numbers within the drawings. Instead, the tag information capture is based upon the
visibility of the tag in the drawing.
Knowledge Manager extracts tag information from all AutoCAD drawing types including, but not
limited to, P&IDs, Piping Orthographics, Piping Isometrics, Single Line Diagrams, and Loop
Drawings. The associated documents list is automatically built for each tag number, providing a
convenient method to locate and view the various drawing types that reference a particular tag. In
addition, Knowledge Manager automatically keeps the project database up-to-date through
scheduled processing of new and revised drawing files. Knowledge Manager also contains a full
text search engine so that drawings can be located by any text contained within the file.

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B ENTLEY P LANT LIFE ®

AutoPLANT is a registered trademark of Rebis.

ISOGEN is a registered trademark of Alias Ltd., United Kingdom.

AutoPLANT 1997 Rebis.

PlantLIFE® Vision Tutorial

CHAPTER 2: GETTING STARTED

CHAPTER 3: DISPLAY TABS, ARCHIVES, VIEWERS, AUDITS, AND REPORTS

ii PlantLIFE® Vision Tutorial

CHAPTER 4: ASSOCIATED DOCUMENTS, NEW PROJECT DOCUMENTS, AND TITLE

CHAPTER 5: REVISION CONTROL SECURITY

CHAPTER 6: KNOWLEDGE MANAGER

PlantLIFE® Vision Tutorial iii

iv PlantLIFE® Vision Tutorial

Welcome to PlantLIFE® Vision, a Windows-based application that helps

WHAT IS PLANTLIFE VISION? 1-2

SYSTEM REQUIREMENTS 1-2

HELP AND DOCUMENTATION 1-3

ABOUT THIS TUTORIAL 1-8

DOCUMENTATION CONVENTIONS 1-9

TECHNICAL SUPPORT AND SERVICES 1-10

PRE-START CHECKLIST 1-13

PlantLIFE® Vision Tutorial 1-1

WHAT IS PLANTLIFE VISION?

Operating System Microsoft Windows NT 4.0, Service Pack 6a or later, OR

1-2 PlantLIFE® Vision Tutorial

HELP AND DOCUMENTATION

HTML HELP AND PDF TUTORIAL FILES

 Adobe Acrobat Reader: http://www.adobe.com/products/acrobat/

 Microsoft Internet Explorer: http://www.microsoft.com/windows/ie/downloads/default.asp

PlantLIFE® Vision Tutorial 1-3

PLANTLIFE VISION HELP ORGANIZATION

1-4 PlantLIFE® Vision Tutorial

PRINTING HELP/TUTORIAL FILES

PlantLIFE® Vision Tutorial 1-5

1-6 PlantLIFE® Vision Tutorial

REDUCED REGULATORY COMPLIANCE COSTS

SCALEABLE, OPEN ARCHITECTURE BUILT ON INDUSTRY STANDARDS

REVISION CONTROL SECURITY

PlantLIFE® Vision Tutorial 1-7

ABOUT THIS TUTORIAL

CHAPTER 2: GETTING STARTED

CHAPTER 3: DISPLAY TABS, ARCHIVES, VIEWERS, AUDITS, AND REPORTS

CHAPTER 4: ASSOCIATED DOCUMENTS, NEW PROJECT DOCUMENTS, AND TITLE

CHAPTER 5: REVISION CONTROL SECURITY

CHAPTER 6: KNOWLEDGE MANAGER

1-8 PlantLIFE® Vision Tutorial

NOTE: Precedes information of general importance.

PlantLIFE® Vision Tutorial 1-9

> SELECTION EXAMPLE

TECHNICAL SUPPORT AND SERVICES

1-10 PlantLIFE® Vision Tutorial

SELECT SERVICES ONLINE

PRODUCT UPDATES AND UPGRADES

AROUND-THE-CLOCK TECHNICAL SUPPORT

Phone: U.S. and Canada 1-800-BENTLEY

EXCLUSIVE LICENSING OPTIONS

DISCOUNTS ON TRAINING AND CONSULTING SERVICES

PlantLIFE® Vision Tutorial 1-11

 Training courses are delivered at authorized Bentley Institute Centers worldwide.

THE BENTLEY INTEGRATION NETWORK

1-12 PlantLIFE® Vision Tutorial

INSTALL PLANTLIFE VISION PROGRAM FILES

CREATE A WORKING TUTORIAL DIRECTORY

Adobe Acrobat Reader: http://www.adobe.com/products/acrobat/

Microsoft Internet Explorer: http://www.microsoft.com/windows/ie/downloads/default.asp

Training courses are delivered at authorized Bentley Institute Centers worldwide.