Bentley Datasheets Fundamentals: V8I (Selectseries1)

Bentley Datasheets Fundamentals
V8i (SELECTseries1)
Bentley Institute Course Guide
TRN010340-1/0002
Trademarks
AccuDraw, Bentley, the “B” Bentley logo, MDL, MicroStation and SmartLine are registered
trademarks; PopSet and Raster Manager are trademarks; Bentley SELECT is a service
mark of Bentley Systems, Incorporated or Bentley Software, Inc.
AutoCAD is a registered trademark of Autodesk, Inc.
All ther brands and product names are the trademarks of their respective owners.
Patents
United States Patent Nos. 5,8.15,415 and 5,784,068 and 6,199,125.
Copyrights
©2000-2009 Bentley Systems, Incorporated.

MicroStation ©1998 Bentley Systems, Incorporated.
All rights reserved.
Datasheets Fundamentals ii Feb-10

Copyright © 2009 Bentley Systems, Incorporated
Table of Contents
Course Overview ____________________________________ 1

Course Description ____________________________________1
Target Audience_______________________________________1
Prerequisites _________________________________________1
Course Objectives _____________________________________2
Modules Included _____________________________________2
System Requirements __________________________________2
Items no longer supported: __________________________3
Introductory Knowledge ________________________________4
Questions ________________________________________4
Answers __________________________________________4
Installing the Training Project ____________________________5
Create, Modify and Revise a Datasheet __________________ 7

Module Overview _____________________________________7
Module Prerequisites __________________________________7
Module Objectives_____________________________________7
Create a Datasheet ____________________________________8
Modifying a Datasheet _________________________________13
Revising a Datasheet ___________________________________15
Module Review _______________________________________17
Questions: ________________________________________17
Answers: _________________________________________17
Mapped Datasheets _________________________________ 19

Module Overview _____________________________________19
Mapped Datasheets____________________________________20
Module Review _______________________________________28
Questions ________________________________________28
Answers __________________________________________28
Feb-10 i Bentley Datasheets Fundamentals

Table of Contents
Bulk Datasheets ____________________________________ 29

Module Overview _____________________________________29
Bulk Datasheet Builder _________________________________30
Module Review _______________________________________34
Questions ________________________________________34
Answers __________________________________________34
Course Summary ____________________________________ 35

Course Summary ______________________________________35
Course Review ________________________________________36
Questions ________________________________________36
Answers __________________________________________36
Bentley Datasheets Fundamentals ii Feb-10

Course Overview
Course Description
Datasheets let you access and manage dynamically-passed process and
instrumentation data. The Datasheet module utilizes Microsoft Excel as its native
format for data storage and customization. In this course, you will learn how to
create, print, and revise a datasheet. You will also learn how to modify a linked
datasheet field.
Target Audience
This course is recommended for the following audience(s):
• New and existing users of Bentley or AutoPLANT software.
• Designers, engineers or anyone needing to access datasheets as a part of their
job description.
Prerequisites
• Experience with Bentley Data Manager or Bentley Instrumentation & Wiring
applications.
Feb-10 1 Course Overview

Course Objectives
Course Objectives
After completing this course, you will be able to:
• Create, modify, and revise a datasheet.
• Create a mapped datasheet.
• Add a property to a datasheet.
• Use the Bulk Datasheet Builder utility.
Modules Included
The following modules are included in this course:
• Create, Modify, and Revise a Datasheet
• Mapped Datasheets
• Bulk Datasheets
System Requirements
You must have a CD drive or Internet access for product installation. The
following prerequisites are required to run the modules included in Datasheets
V8i Edition:
Processor: Intel Pentium4 processor or AMD Athlon, 3.0 GHz or

greater. Intel or AMD Dual Core processor, 2.0 GHz or
greater.
Operating Microsoft Windows XP Professional, SP2 or later.

System: Microsoft Windows Vista 32 bit SP1.
Internet: Microsoft Internet Explorer 6 or greater.
Memory: 1GB minimum (More memory typically results in better

performance.)
Hard Disk: 2GB minimum free hard disk space.
Course Overview 2 Feb-10

System Requirements
Input Device: Any industry-standard input device supported by

Microsoft Windows.
Output Device: Any industry-standard output device supported by

Microsoft Windows.
Video Graphics 1280 x 1024 32-bit color video display adapter (true
Card: color) 128 MB or greater. OpenGL or Direct3D capable
workstation class graphics card. For Microsoft
Windows Vista, a Direct3D capable workstation class
graphics card with 128 MB or greater is required.
Document Bentley ProjectWise V8i (8.11.5)

Management:
Cad Engines: MicroStation V8i (8.11.5) or AutoCAD 2006, 2007, 2008

(32 bit), 2009 (32 bit). AutoCAD is only required for
editing Instrumentation and Wiring template and
symbols.
Microsoft Office: Microsoft Office 2003 SP3, 2007 SP1. Required for
reporting and Data Sheet/Hook Up creation.
Databases Microsoft Access 2003, 2007. Microsoft SQL Server

Supported: 2005 Express Edition, 2005 Express Edition with
Advanced Services, 2005 Standard Edition, 2005
Enterprise Edition. Oracle 10g Release 2 (v10.2.0.3 &
v10.2.0.4). Oracle 11g Release 1 (v11.1.0.6).
Items no longer supported:

• Microsoft Office 97, 2000, XP
• Microsoft Windows 3.1x, 95, 98, ME, NT 3.x, NT4.x, 2000
• AutoCAD 2000,2002, 2003, 2004, 2005
• Bentley ProjectWise XM 8.9.4 (and earlier)
• Bentley Microstation XM 8.9.3 (and earlier)
• ORACLE 81, 9i

Introductory Knowledge
Introductory Knowledge
Before you begin this module, let's define what you already know.
Questions
1 From which applications can you launch Datasheets?
2 Are datasheets limited to instruments only?
Answers
1 Datasheets can be launched from within the Data Manager or
Instrumentation & Wiring applications.
2 No, pumps and motors can have datasheets as well.

Installing the Training Project

Prior to starting Instrumentation & Wiring, a project must be created. A project
has been provided for your convenience. You will need to unzip this project onto
the drive of your choice. The exercise below installs the project onto the C:\ drive.
Note: For Training purposes, the provided project was created using the Access
database format. However, Instrumentation & Wiring does not support the
Access database format for multi-user projects. Bentley recommends that no
less than the MSDE database format be used. SQL and Oracle databases
provide the most stable environments for building projects to be used by multi-
users.
 Exercise: Installing the Training Project

1 Make sure all AutoPLANT applications are closed.
2 Download the file AP_FV8i_DS.zip to your desktop.
3 Click Unzip.
The file is extracted to the root directory of the C drive (C:\).
4 Click Close.
5 Open the Windows Start menu.
6 Select Programs > Bentley > Plant V8i > Project Tools > Project
Administrator.
7 Select File > Add Root.
The Browse for Folder dialog opens.
Note: You cannot create a project root directory under a project directory.
Therefore, in order for this option to be available in the File menu, you
must select something at the primary root level of the navigation tree.
8 Select C:\Bentley Training Project.
9 Click OK.

Note: The project root folder, C:\ Bentley Training Project now appears in the
navigation tree at a primary level.
Additional training on the Project Administrator utility is covered in the

AutoPLANT Administrator training courses.

Create, Modify and Revise a
Datasheet
Module Overview
In this module you will create a datasheet for a flow element.
Module Prerequisites
• Working knowledge of Data Manager and/or Instrumentation & Wiring.
• Experience with Microsoft Excel.
Module Objectives
After completing this module, you will be able to:
• Create a datasheet.
• Modify a datasheet.
• Revise a datasheet.
Feb-10 7 Create, Modify and Revise a Datasheet

Create a Datasheet
Create a Datasheet
 Exercise 1: Create a Datasheet
1 Launch Instrumentation.
2 Select 100-TT-202.
A datasheet is created for this tag number.
3 Select Applications > Data Sheet Editor.
The Datasheet wizard displays.
Create, Modify and Revise a Datasheet 8 Feb-10

Create a Datasheet
4 Select File > New.
5 Set the Standards radio button.

The datasheet is built from the existing project standards.
6 Click Next.
7 Select t1_temperature_instrument from the list of entries.

8 Click Next.
9 Type 100TT202 in the Document Number field.
Note: The File Name field references the Document Number field and assigns
the .XLS file extension.

Create a Datasheet
Note: To assign a custom datasheet file name, clear the Automatically create
File Name from Document Number check box and replace the name in
the File Name field.
The custom datasheet file name is assigned.
10 Type Area 100 Temperature Transmitter 202 in the Description field.
11 Click Next.
12 Select 100-TT-202.
13 Select Add Tag Number arrow.
The tag number is allocated.
14 Click Next.
Datasheets enables you to immediately view the new datasheet.

15 Set the Open Document in Excel check box.

Create a Datasheet
16 Click Finish.
17 Select Save and Exit.

18 Select File > Exit.
Bentley Data Manager is returned.
 Exercise 2: Link a Field to the Datasheet
Linking fields to datasheets provides the best way to keep data current on the
datasheet. It also allows update of the database should the datasheet be
imported into the project.
1 Select 100-TT-202.
2 Launch Datasheets.
3 Select File > Open.
The datasheet file opens.
4 Select Show Database Fields.
5 Expand the INSTR node.
6 Place your cursor in cell Y13.
7 Select MANUFACTR from the Database Fields list.

Create a Datasheet
8 Click Set Field Link.
9 Click OK.
10 Place your cursor in cell X14.

11 Select MODEL from the Database Fields list.
12 Select Set Field Link.
13 Select Save and Exit (located above the Microsoft Excel menu).
Bentley Datasheets is returned.
Bentley Data Manager is returned.

Modifying a Datasheet
In this module you will modify a linked field, and then print the datasheets.
 Exercise 1: Modify a Linked Field

1 Ensure that 100TT202.xls is the current datasheet.
The datasheet opens in Microsoft Excel.
3 Place your cursor in cell D13.
Notice the name box displays _service.
The underscore is used by Datasheets to distinguish linked cell names from
ordinary cell names.
4 Type Condensate Water Temperature into cell D13.
5 Select Save and Exit.
Notice the discrepancy between the Database Value and Document Value
items. The arrow between these two fields points to the value that will be
updated.
6 Ensure that the arrow is pointing toward the Database Value fied.
7 Click OK.
The database is reconciled and the dialog closed.

 Exercise 2: Print a Single Datasheet

1 Select Tools > Find.
This dialog enables you to locate an existing datasheet.

2 From the Datasheet Number group box, click Choose.
3 From the Database Numbers list, select 100TT202.XLS.

4 Click OK.
The Find Datasheet dialog is returned.
5 Click OK.
The Bentley Datasheet dialog is returned. The current datasheet
(100TT202.XLS) displays in the File Name field.
6 Select File > Print.
The datasheet for tag number 100-TT-202 created in a previous exercise
will be printed on your default printer.

Revising a Datasheet
 Exercise 1: Add Revision Marks to a Datasheet
1 Select File > Revise.
2 Select A from the Rev list.

3 Ensure the Date field displays today's date.
4 Select Preliminary from the Status list.
5 Type Bentley in the By field.
6 Click OK.
The Datasheet Revisions dialog closes and the revision marks assigned to
the current datasheet are saved.

The revision is added to the datasheet.

Module Review
Module Review
Now that you have completed this module, let's review what you have learned.
Questions:
1 What is the default Microsoft application used for Datasheets?
2 If you do not want the datasheet file name to be the same as the
document name, what must you do?
3 What is the purpose of the Resolve Differences dialog?
4 How does the Datasheet application know that a change has been made
to either the database or the datasheet?
5 Would a revision be required every time a change is made to a datasheet?
6 What is the title of the dialog that allows you to add revisions?
Answers:
1 Microsoft Excel
2 You must disable the Automatically create File Name from Document
Number check box.
3 When a change is made to a tag in either the database or the datasheet
the Resolve Differences dialog allows you to choose if the change should
be updated in either the database or the datasheet.
4 The cells of the datasheet are dynamically linked to the database;
therefore if a change is made, there is a conflict of data when the
datasheet is opened.
5 No, a revision is required only after changes are made after the document
has been signed off.
6 The name of the dialog is Datasheet Revisions.

Module Review

Mapped Datasheets
Module Overview
The new Datasheets engine allows users to store every field on a datasheet to the
project database. The engine employs an object-based table that relates
properties to a datasheet template, automatically transferring those properties to
any component assigned to the template. These properties can be viewed,
imported and exported outside of the datasheets environment via the Data
Manager or I&W interface.
• Completion of the Instrumentation & Wiring Fundamentals course.
• Working knowledge of Process Instrumentation.
Module Objectives
• Create a mapped datasheet.
• Add a property to a datasheet.
Feb-10 19 Mapped Datasheets

Mapped Datasheets
Mapped Datasheets
 Exercise 1: Create a Mapped Datasheet
1 Select Programs > Bentley > Plant V8i > Project Tools > Project
Administrator from the Windows Start menu.
2 Expand [+] the Training project.
3 Expand [+] Datasheets.

The datasheets for the project are listed by tag type.
Mapped Datasheets 20 Feb-10

Mapped Datasheets
4 Select Edit Datasheets.

A new datasheet is added to the project.
5 Select AT_INST_ORF from the Select Tag Type list.

6 Click Add.
7 Set the System Library radio button.

8 Click OK.
9 Select INSTR.

Mapped Datasheets
10 Click Open.
11 Select F1_Flow_Element_Pressure_Type.xls.
12 Click Open.
The datasheet is now imported into the project and shown in the right-
hand side of the Project Administrator dialog.
13 Type Flow_Orifice into the Description field.
14 Click Save.
This datasheet is now available for tags with the tag type AT_INST_ORF.
15 Select Datasheets from the navigation tree.

Mapped Datasheets
The datasheet has been added to the project.
 Exercise 2: Add a Property to a Datasheet
There will be a few cells on the datasheet which may not be mapped. The
following procedure will step you through adding a new property to the
datasheet.
1 Select Edit Datasheets.
2 Select AT_INST_ORF from the Select Tag Type list.
3 Highlight F1_Flow_Element_Pressure_Type.
4 Click Properties.
5 Click Add.

Mapped Datasheets
6 Type NTSNote1 in the Property field.

7 Type Notes / Note 1 in the Description field.
8 Click Save.
9 Exit Project Administrator.
 Exercise 3: Use the Newly Created Datasheet

1 Launch Instrumentation.
2 Select 100-TE-100.
3 Click Edit Tag.
4 Select the Instr tab.
5 Highlight 100-TE-100.
6 Click Setup.
7 Change the tag type to AT_INST_ORF.
8 Click OK.
The tag type is saved.
9 Click OK.
The Edit Loop dialog closes.
10 Select 100-TE-100.
11 Launch Datasheets.
12 Click New.
13 Verify that Standards is enabled.

Mapped Datasheets
14 Click Next.
15 Select F1_Flow_Element_Pressure_Type.
16 Click Next.
17 Type 100TE100 in the Document Number field.
18 Click Next.
19 Add 100-TE-100 to the allocated tags.
20 Click Next.
21 Click Finish.
The Resolve Differences dialog opens.
22 Click OK.
23 Place the cursor in cell B121.
24 Click Show Database Fields.
25 Expand EXT-DATA.
26 Scroll down to NTSNote1.
27 Click Set Field Link.
28 Click OK.
29 Type Area 100 Flow Meter in the cell.
30 Click Save and Close.
The Datasheet application is returned.
31 Close Datasheets.
Instrumentation & Wiring is returned.

Mapped Datasheets
 Exercise 4: View the Extended Data

1 Select 100-TE-100.
2 Select View > Extended Data.
3 Scroll down and note the newly defined field NTSNote1.

4 Select NTSNote1.
5 Add NTSNote1 to the Selected window.
6 Click Save.
7 Type Orifice View in the Description field.

8 Click OK.

Mapped Datasheets
9 Click View.
10 Close the dialog.

11 Click Close.
Instrumentation & Wiring is returned.

Module Review
Module Review
Now that you have completed this module, let's measure what you have learned.
Questions
1 Why did you select the tag type AT_ISNT_ORF before importing the
datasheet?
2 What is extended data?
Answers
1 The tag type was selected so that when you are in the Datasheets
application and a tag has the tag type of AT_INST_ORF, the software will
make the imported sheet available to you.
2 Extended data can be imported/exported to or from a datasheet and
stored in the project databases.

Bulk Datasheets
Module Overview
This module introduces you to Datasheet's Bulk Datasheet Builder utility, which
creates multiple datasheets at a time.
• Completion of the Instrumentation & Wiring Fundamentals course.
• Working knowledge of Process Instrumentation.
Module Objectives
• Create bulk datasets using the Bulk Datasheet Builder utility.
Feb-10 29 Bulk Datasheets

Bulk Datasheet Builder

Note: Bulk Datasheet Builder can now leverage data from the supplemental tables
added by users, not just the BASE schema tables.
 Exercise 1: Create Bulk Datasheets

1 From the Windows Start menu, select Program Files > Bentley > Plant V8i
> Tools.
2 Select AT_INST_ from the Select Tag Type list.

3 Select ITYP from the Field list at the bottom left of the dialog.
4 Select TT from the = list.
The tags are filtered to three instruments.
Bulk Datasheets 30 Feb-10

5 Select 100-TT-100 and 200-TT-301 using the shift key.

6 Select Tools > Assign Templates.
7 Highlight the t1_temperature_instrument.xls template.

8 Click OK.
The dialog shows the tags and the assigned template.
9 Select Tools > Assign Datasheet Name.
10 Type DS in the Fixed Suffix field.
Note: The datasheets are created and named with the tag number then the
letters DS. Other settings are left as defaulted.
11 Click OK.
12 Select Tools > Build Datasheets.

All the requested datasheets are created, as tracked by a progress bar.

Once complete, the dialog shows the instruments with the assigned
template and datasheet.

 Exercise 2: Print Multiple Datasheets

1 Select File > Batch Print & Update.
2 Select 100TT202.XLS and 100TE100.

3 Select File > Print.
The datasheets are printed on your default printer.
The Batch Print Module closes and returns you to Bentley Datasheets.

Module Review
Module Review
Now that you have completed this module, let's measure what you have learned.
Questions
1 Why was AT_INST_ selected from the Tag Type field?
2 Could you have changed the location of the datasheet files?
Answers
1 AT_INST_ was selected from the Tag Type field to filter the list of
instruments and make them more manageable.
2 Yes, in the Assign Datasheet Names dialog, a location other than the
project could have been selected.

Course Summary
Course Summary
You have completed the Datasheet Fundamentals course.
Now you will be able to:

• Create a new datasheet.
• Modify and print a datasheet.
• Add revision data to a datasheet.
• Maneuver your way through the datasheet application.
Feb-10 35 Course Summary

Course Review
Course Review
Now that you have completed this course, let’s measure what you have learned.
Questions
1 Is Datasheets a stand-alone application?
2 Can only one datasheet document be printed at one time?
3 Can data be imported into the database from the datasheet?
4 How does the software tell if there is a change in the database or the
datasheet document?
5 Do you have to create datasheets one tag number at a time?
Answers
1 No, Datasheets is an application found within Data Manager and
Instrumentation & Wiring.
2 No, datasheets can be printed in batches.
3 Yes, a mapped datasheet can be imported into a project and its data will
populate the database upon closure of the datasheet.
4 The software compares the data and asks user to select the correct data.
5 No, using the Bulk Datasheet Builder, multiple datasheets can be
generated at one time.
Course Summary 36 Feb-10


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Bentley Datasheets Fundamentals

Bentley Institute Course Guide

AutoCAD is a registered trademark of Autodesk, Inc.

United States Patent Nos. 5,8.15,415 and 5,784,068 and 6,199,125.

©2000-2009 Bentley Systems, Incorporated.

Datasheets Fundamentals ii Feb-10

Course Overview ____________________________________ 1

Create, Modify and Revise a Datasheet __________________ 7

Mapped Datasheets _________________________________ 19

Feb-10 i Bentley Datasheets Fundamentals

Bulk Datasheets ____________________________________ 29

Course Summary ____________________________________ 35

Bentley Datasheets Fundamentals ii Feb-10

Feb-10 1 Course Overview

Copyright © 2009 Bentley Systems, Incorporated

Processor: Intel Pentium4 processor or AMD Athlon, 3.0 GHz or

Operating Microsoft Windows XP Professional, SP2 or later.

Internet: Microsoft Internet Explorer 6 or greater.

Memory: 1GB minimum (More memory typically results in better

Hard Disk: 2GB minimum free hard disk space.

Course Overview 2 Feb-10

Input Device: Any industry-standard input device supported by

Output Device: Any industry-standard output device supported by

Document Bentley ProjectWise V8i (8.11.5)

Cad Engines: MicroStation V8i (8.11.5) or AutoCAD 2006, 2007, 2008

Databases Microsoft Access 2003, 2007. Microsoft SQL Server

Items no longer supported:

Feb-10 3 Course Overview

Course Overview 4 Feb-10

Installing the Training Project

 Exercise: Installing the Training Project

Feb-10 5 Course Overview

Additional training on the Project Administrator utility is covered in the

Course Overview 6 Feb-10

Feb-10 7 Create, Modify and Revise a Datasheet

Copyright © 2009 Bentley Systems, Incorporated

Create, Modify and Revise a Datasheet 8 Feb-10

4 Select File > New.

5 Set the Standards radio button.

7 Select t1_temperature_instrument from the list of entries.

9 Type 100TT202 in the Document Number field.

Feb-10 9 Create, Modify and Revise a Datasheet

Datasheets enables you to immediately view the new datasheet.

Create, Modify and Revise a Datasheet 10 Feb-10

17 Select Save and Exit.

 Exercise 2: Link a Field to the Datasheet

Feb-10 11 Create, Modify and Revise a Datasheet

8 Click Set Field Link.

10 Place your cursor in cell X14.

Create, Modify and Revise a Datasheet 12 Feb-10

 Exercise 1: Modify a Linked Field

Feb-10 13 Create, Modify and Revise a Datasheet

 Exercise 2: Print a Single Datasheet

This dialog enables you to locate an existing datasheet.

3 From the Database Numbers list, select 100TT202.XLS.

Create, Modify and Revise a Datasheet 14 Feb-10

2 Select A from the Rev list.

Feb-10 15 Create, Modify and Revise a Datasheet

The revision is added to the datasheet.

Create, Modify and Revise a Datasheet 16 Feb-10

Feb-10 17 Create, Modify and Revise a Datasheet

Create, Modify and Revise a Datasheet 18 Feb-10

Feb-10 19 Mapped Datasheets