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Bentley Instrumentation & Wiring

Design
V8i (SELECTseries1)

Bentley Institute Course Guide

TRN011660-1/0002
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 other 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

©2000-2010 Bentley Systems, Incorporated.


MicroStation ©1998 Bentley Systems, Incorporated.
All rights reserved.

Bentley Instrumentation & Wiring Design ii Feb-10


Copyright © 2010 Bentley Systems, Incorporated
Table of Contents

Bentley Instrumentation & Wiring Design

Course Overview ____________________________________ 1


Course Description ____________________________________1
Modular Format ___________________________________1
Datasets__________________________________________2
Target Audience_______________________________________3
Prerequisites _________________________________________3
Course Objectives _____________________________________3
Modules Included _____________________________________3

Bentley Project Administrator Fundamentals

Course Overview ____________________________________ 7


Course Description ____________________________________7
Target Audience_______________________________________7
Prerequisites _________________________________________7
Course Objectives _____________________________________7
Modules Included _____________________________________8
Systems Requirements _________________________________8
AutoCAD® or related Autodesk® Products __________________8
ProjectWise Supported Versions__________________________9
Databases Supported __________________________________9

Project Setup _______________________________________ 11


Overview ____________________________________________11
Prerequisites _________________________________________11
Objectives ___________________________________________12
Introductory Knowledge ________________________________12
Questions ________________________________________12
Answers __________________________________________12
Sharing Design Data____________________________________13
Project Administrator __________________________________14
User Configurations ____________________________________15
Creating Project Root Directories _________________________16

Feb-10 1 OpenPlant PowerPID Customization


Copyright © 2009 Bentley Systems, Incorporated
Table of Contents

Creating a Project _____________________________________18


Module Review _______________________________________23
Questions ________________________________________23
Answers __________________________________________23

Course Summary ____________________________________ 27


Course Summary ______________________________________27
Course Review ________________________________________28
Questions ________________________________________28
Answers __________________________________________29

Bentley Instrumentation and Wiring Fundamentals

Course Overview ____________________________________ 33


Description___________________________________________33
Target Audience_______________________________________33
Prerequisites _________________________________________33
Objectives ___________________________________________33
Modules Included _____________________________________34
System Requirements __________________________________34
Items no longer supported: __________________________35
Upgrading Legacy Projects ______________________________36
Introductory Knowledge ________________________________37
Questions ________________________________________37
Answers __________________________________________37
Installing the Training Project ____________________________37
New Features of I&W __________________________________39

Getting Started _____________________________________ 41


Module Overview _____________________________________41
Module Prerequisites __________________________________41
Module Objectives_____________________________________41
Starting Instrumentation & Wiring ________________________42
A TOUR OF THE MAIN INTERFACE_________________________43
Menu Command Functions___________________________43
Layout Designer _______________________________________54
A Tour Of Layout Designer ___________________________56
Module Review _______________________________________64
Questions: ________________________________________64
Answers: _________________________________________64

OpenPlant PowerPID Customization 2 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Table of Contents

Building Loop Components ____________________________ 65


Module Overview _____________________________________65
Module Prerequisites __________________________________65
Module Objectives_____________________________________65
Building Loop Components ______________________________66
Create a Loop Standard _________________________________82
Create a Loop from Standards____________________________84
Create New Loop from Instrument created in Data Manager ___88
Module Review _______________________________________92
Questions: ________________________________________92
Answers: _________________________________________92

Building Field and Card Panels _________________________ 93


Module Overview _____________________________________93
Module Prerequisites __________________________________93
Module Objectives_____________________________________93
Building Field and Card Panels ___________________________94
Building a Field Panel _______________________________94
Creating a Field Panel Standard __________________________100
Creating a Field Panel from Standards _____________________101
Creating New Card Panels _______________________________104
Adding a Landing Strip for Incoming Wiring _________________108
Module Review _______________________________________113
Questions: ________________________________________113
Answers: _________________________________________113

Data Manipulation __________________________________ 115


Module Overview _____________________________________115
Module Prerequisites __________________________________115
Module Objectives_____________________________________115
Data Manipulation_____________________________________116
Tools for the Views _________________________________116
Adding and Deleting Components from the Views ________122
Assigning Project Standards _____________________________124
System Queries _______________________________________128
Reports______________________________________________129
Instrument Templates __________________________________130
Electrical Templates____________________________________131
Macros ______________________________________________131
Tables_______________________________________________132
Module Review _______________________________________133
Questions: ________________________________________133
Answers: _________________________________________133

Feb-10 3 OpenPlant PowerPID Customization


Copyright © 2009 Bentley Systems, Incorporated
Table of Contents

Layout Designer: Connecting Components _______________ 135


Module Overview _____________________________________135
Module Prerequisites __________________________________135
Module Objectives_____________________________________135
____________________________________________________135
Layout Designer: Connecting Components __________________136
Creating a Layout Drawing ___________________________136
Connecting Components ________________________________143
Module Review _______________________________________155
Questions: ________________________________________155
Answers: _________________________________________155

Layout Utilities _____________________________________ 157


Module Overview _____________________________________157
Module Prerequisites __________________________________157
Module Objectives_____________________________________157
Layout Designer Utilities ________________________________158
Adding a borders___________________________________158
Making an assembly ________________________________162
Component Bar ____________________________________165
Association _______________________________________166
Creating and Designing Terminal strips and Cables ___________168
Creating New Layouts __________________________________172
Module Review _______________________________________176
Questions: ________________________________________176
Answers: _________________________________________176

Instrumentation Drawings ____________________________ 177


Module Overview _____________________________________177
Module Prerequisites __________________________________177
Module Objectives_____________________________________177
Instrumentation Drawings_______________________________178
Templates ___________________________________________182
Module Review _______________________________________189
Questions: ________________________________________189
Answers: _________________________________________189

Powered Instrument Loop ____________________________ 191


Module Overview _____________________________________191
Module Prerequisites __________________________________191
Module Objectives_____________________________________191
Creating a Powered Loop _______________________________192
Add Loop to the Layout _________________________________195
Creating an Electrical Panel ______________________________200
Completing the Loop ___________________________________205

OpenPlant PowerPID Customization 4 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Table of Contents

Module Review _______________________________________208


Questions: ________________________________________208
Answers: _________________________________________208

Intrinsically Safe Loop ________________________________ 209


Module Overview _____________________________________209
Module Prerequisites __________________________________209
Module Objectives_____________________________________209
Building an Intrinsically Safe Loop_________________________210
Connecting the Loop ___________________________________220
Module Review _______________________________________227
Questions: ________________________________________227
Answers: _________________________________________227

Course Summary ____________________________________ 229


Course Summary ______________________________________229
Course Review ________________________________________230
Questions ________________________________________230
Answers __________________________________________231

Bentley FOUNDATION Fieldbus Fundamentals

Course Overview ____________________________________ 235


Course Description ____________________________________235
Target Audience_______________________________________235
Prerequisites _________________________________________236
Course Objectives _____________________________________236
Modules Included _____________________________________237
System Requirements __________________________________237
Items no longer supported: __________________________238
Installing the Training Project ____________________________239
FOUNDATION Fieldbus Features __________________________241
Composite Drawings ________________________________241
Network Topologies____________________________________243
FOUNDATION Fieldbus Terminology_______________________244

Building a FOUNDATION Fieldbus Segment ______________ 245


Module Overview _____________________________________245
Module Prerequisites __________________________________245
Module Objectives_____________________________________245
Building Fieldbus Components ___________________________246
Module Review _______________________________________266
Questions ________________________________________266
Answers __________________________________________266

Feb-10 5 OpenPlant PowerPID Customization


Copyright © 2009 Bentley Systems, Incorporated
Table of Contents

Building FOUNDATION Fieldbus Panels __________________ 267


Module Overview _____________________________________267
Module Prerequisites __________________________________267
Module Objectives_____________________________________267
Building Fieldbus Panels ________________________________268
Building a Fieldbus Panel with a Single Brick and No
Terminator _______________________________________268
Module Review _______________________________________288
Questions ________________________________________288
Answers __________________________________________288

Building I/O Card Panels for H1 Cards ___________________ 289


Module Overview _____________________________________289
Module Prerequisites __________________________________289
Module Objectives_____________________________________289
Creating New I/O Card Panels ____________________________290
Designing the H1 Card __________________________________294
Designing the H1 Card Terminal Strips _____________________297
Creating the Power Conditioners _________________________299
Module Review _______________________________________305
Questions ________________________________________305
Answers __________________________________________305

Layout Designer: Connecting Components _______________ 307


Module Overview _____________________________________307
Module Prerequisites __________________________________307
Module Objectives_____________________________________307
Layout Designer: Connecting Components __________________308
Creating a Document___________________________________314
Module Review _______________________________________316
Questions ________________________________________316
Answers __________________________________________316

Using a Multiplexer in a Segment ______________________ 317


Module Overview _____________________________________317
Module Prerequisites __________________________________317
Module Objectives_____________________________________317
Designing a New Segment with Multiplexer _________________318
Designing a new FOUNDATION Fieldbus Panel_______________330
Creating a Multi core cable for Marshalling Panel ____________340
Modifying the Card Panel _______________________________343
Connecting Components ________________________________348
Module Review _______________________________________356
Questions ________________________________________356
Answers __________________________________________356

OpenPlant PowerPID Customization 6 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Table of Contents

Course Summary ____________________________________ 357


Course Summary ______________________________________357
Course Review ________________________________________358
Questions ________________________________________358
Answers __________________________________________359

Bentley Datasheets Fundamentals

Course Overview ____________________________________ 363


Course Description ____________________________________363
Target Audience_______________________________________363
Prerequisites _________________________________________363
Course Objectives _____________________________________364
Modules Included _____________________________________364
System Requirements __________________________________364
Items no longer supported: __________________________365
Introductory Knowledge ________________________________366
Questions ________________________________________366
Answers __________________________________________366
Installing the Training Project ____________________________367

Create, Modify and Revise a Datasheet __________________ 369


Module Overview _____________________________________369
Module Prerequisites __________________________________369
Module Objectives_____________________________________369
Create a Datasheet ____________________________________370
Modifying a Datasheet _________________________________375
Revising a Datasheet ___________________________________377
Module Review _______________________________________379
Questions: ________________________________________379
Answers: _________________________________________379

Mapped Datasheets _________________________________ 381


Module Overview _____________________________________381
Module Prerequisites __________________________________381
Module Objectives_____________________________________381
Mapped Datasheets____________________________________382
Module Review _______________________________________390
Questions ________________________________________390
Answers __________________________________________390

Bulk Datasheets ____________________________________ 391


Module Overview _____________________________________391
Module Prerequisites __________________________________391

Feb-10 7 OpenPlant PowerPID Customization


Copyright © 2009 Bentley Systems, Incorporated
Table of Contents

Module Objectives_____________________________________391
Bulk Datasheet Builder _________________________________392
Module Review _______________________________________396
Questions ________________________________________396
Answers __________________________________________396

Course Summary ____________________________________ 397


Course Summary ______________________________________397
Course Review ________________________________________398
Questions ________________________________________398
Answers __________________________________________398

Bentley Hookups Fundamentals

Course Overview ____________________________________ 401


Course Description ____________________________________401
Target Audience_______________________________________401
Prerequisites _________________________________________401
Course Objectives _____________________________________401
Modules Included _____________________________________402
System Requirements __________________________________402
Items no longer supported: __________________________403
Introductory Knowledge ________________________________404
Questions ________________________________________404
Answers __________________________________________404
Installing the Training Project ____________________________405

Creating and Modifying a Hookup ______________________ 407


Module Overview _____________________________________407
Module Prerequisites __________________________________407
Module Objectives_____________________________________407
Creating a Hookup _____________________________________408
Creating a Bill of Material _______________________________414
Modifying a Hookup ___________________________________417
Revise a Hookup ______________________________________422
Module Review _______________________________________424
Questions: ________________________________________424
Answers: _________________________________________424

Course Summary ____________________________________ 425


Course Summary ______________________________________425
Course Review ________________________________________426
Questions ________________________________________426
Answers __________________________________________426

OpenPlant PowerPID Customization 8 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Course Overview

Course Description

Modular Format
This instructor-led course is designed in a modular format. Although each module
can stand alone, for your convenience they have been bound into one book to
include:

AutoPLANT Project Administrator Fundamentals

As an introduction to the course, the student learns how to create a new project
using the Administrator utility application. The training project includes
predefined instrument tags.

Instrumentation & Wiring Fundamentals

Using the Instrumentation & Wiring application the student learns to develop a
set of project deliverables using engineering standard documentation file
formats, such as .dgn, dwg, .dxf, and ODBC compliant databases. The student
creates detailed wiring configurations from the instrument to the control system,
creating loop and termination diagrams.

Foundation Fieldbus Fundamentals

Using the Foundation Fieldbus technology, students build digital, serial, two-way
communication systems that allow the connection of intelligent instruments to a
DCS system. This powerful technology can reduce installation costs, simplify
planning and improves operating reliability.

Feb-10 1 Course Overview

Copyright © 2010 Bentley Systems, Incorporated


Course Description

Datasheets Fundamentals

Using Datasheets the student learns to access and manage dynamically-passed


process and instrumentation data, create and print a datasheet, as well as modify
a linked datasheet field.

Hookups Fundamentals

Using Hookups and Microsoft Excel as the native data storage format, the student
learns how to create, print and revise a hookup drawing, as well as modify a
linked hookup field. Students create a Bill of Materials from a selected set of
drawings for the relevant hookup type.

Datasets
This course has been created by combining modules into a typical Learning Path.

This modular design enables a student to complete a course at their own pace
from the On Demand eLearning environment or combined from specific modules
into an open enrollment course.

The image below shows the progress through each module. Datasets are
cumulative. This means that where ever a dataset is installed, that module
becomes a new “Point of Entry” on the learning path. All prerequisite data has
been included in each dataset.

As a student in the Open Enrollment course you will only need to install one
dataset at the start of your course.

Course Overview 2 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
Target Audience

Target Audience
This course is recommended for the following audience(s):
• Beginner instrumentation designers and drafters.

Prerequisites
• Bentley Microstation V8 or AutoCAD
• Students should have a minimum of six months experience with either
application.

Course Objectives
After completing this course, you will be able to:
• Use the Bentley Instrumentation & Wiring application as a tool to increase
your productivity when generating instrumentation documents.

Modules Included
The following modules are included in this course:
• Project Administrator Fundamentals
• Instrumentation & Wiring Fundamentals
• FOUNDATION Fieldbus Fundamentals
• Datasheet Fundamentals
• Hookups Fundamentals

Feb-10 3 Course Overview


Copyright © 2010 Bentley Systems, Incorporated
Modules Included

Course Overview 4 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
Bentley Project Administrator
Fundamentals
V8i (SELECTseries 1)

Bentley Institute Course Guide

TRN011020-1/0003
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.

Bentley Project Administrator Fundamentals 6 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Course Overview

Course Description
This course is designed to give the new user an overview of the methods used to
create the project environment. Using the Project Administrator utility
application delivered with the AutoPLANT install, you will learn how to create a
project root directory, and set up a simulated training project.

Target Audience
This course is recommended for the following audience(s):
• This course is designed for the new user of Bentley AutoPLANT software. It is
designed for the project managers who will create and manage the project
environment.

Prerequisites
• There are no prerequisites for this course. This is an overview to the more
advanced administrator courses.

Course Objectives
After completing this course, you will be able to:
• The primary objective for this course is to give the user a basic understanding
of how a project is created. The student will learn the importance of
managing the models and documents created by the AutoPLANT 2D and 3D
applications.

Feb-10 7 Course Overview

Copyright © 2009 Bentley Systems, Incorporated


Modules Included

Modules Included
The following modules are included in this course:
• Project Setup

Systems Requirements
You must have a CD drive or internet access for product installation. The
following prerequisites are required to run the modules included in AutoPLANT
Plant Design V8i (SELECTseries1) or AutoPLANT P&ID Design V8i (SELECTseries1).

Processor: Intel Pentium 4 processor and AMD Athlon,


3.0 GHz or greater or Intel or AMD Dual Core
Processor, 2.0 GHz or greater
Operating System: Microsoft Windows XP Professional SP2 or
later, Windows Vista 32 bit SP. Microsoft
Windows XP Professional SP1A or later
Internet: Microsoft Internet Explorer 6 SP1 or greater
Memory: 2GB or greater
Hard Disk 2GB minimum free hard disk space
Input Device: Industry-standard input device supported by
Windows
Output Device: Industry-standard output device supported by
Windows
Video Graphics Card: Industry-standard video card/monitor
Databases Supported: Oracle 9i or 10g, SQL Server 7, 2000 and 2005,
MS Access 2000, XP or 2003 and MSDE 2000
databases

AutoCAD® or related Autodesk® Products


AutoCAD: 2004, 2005, 2006, 2007, 2008, 2009

AutoCAD 2004, 2005, 2006, 2007, 2008


Mechanical
Desktop:

Architectural 2004, 2005, 2006, 2007, 2008


Desktop:

Course Overview 8 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
ProjectWise Supported Versions

Building 2004, 2005, 2006, 2007, 2008


Systems:

AutoCAD 2004, 2005, 2006, 2007, 2008


Mechanical:

Note: The latest applicable service packs must be used for all of the above products.

ProjectWise Supported Versions


Bentley ProjectWise V8 08.11.05

Databases Supported
Microsoft 2000, 2002, 2003, 2007
Access:

SQLServer: 2000, 2003, 2005, MSDE and SQL Server Express

Oracle: Oracle 9i Release 2, Oracle 10g Release 2, Oracle 11g


Release 1

Note: No dataset is required for this course.

Feb-10 9 Course Overview


Copyright © 2009 Bentley Systems, Incorporated
Databases Supported

Course Overview 10 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Project Setup

Overview
A Project Manager's primary focus is on creating finished project deliverables.
Daily tasks involve making sure issues relative to modeling techniques, piping
specifications and implementation of company standards are all on track.

To support this effort, Bentley designed the Plant Process & Instrumentation and
3D Plant Design applications to allow the project teams to work within a
concurrent engineering environment for all aspects of functional, schematic, and
physical plant design.

By using a central database as a project repository, the applications for both 2D


and 3D can easily share the same data. Data can be edited on a project-wide
basis, drastically reducing the time it takes to bring a data-intensive project to
completion. Managers also appreciate the wealth of reports that can be
generated from a centralized system.

This course will give you a basic understanding of how a project is created and
why it is important to manage the drawing files and data repository.

Prerequisites
Students should have a minimum of six months experience with AutoCAD®
functionality and some familiarity with AutoPLANT commands and concepts.

Feb-10 11 Project Setup

Copyright © 2009 Bentley Systems, Incorporated


Objectives

Objectives
After completing this module, you will be able to:
• Use the Project Administrator utility program to create a new project root
directory.
• User the Project Administrator utility program to create a new project.

Introductory Knowledge
Before you begin this module, let's define what you already know.

AutoPLANT applications provide additional productivity functions to your native


AutoCAD® application. Although it is not the intention of this course to teach
basic AutoCAD®, these review questions will help you assess your current
knowledge prior to beginning the AutoPLANT course.

Identify the following statements as either True or False. The answers to each
question are provided in detail.

Questions
1 True/False: AutoPLANT drawing units function the same way as
AutoCAD®.
2 True/False: In Microsoft Windows the top level directory is referred to as
the "root" directory.

Answers
1 True: All units function in the same way in both AutoPLANT and
AutoCAD®. Units are set for both length and angle during the project
setup phase.
2 True: In Microsoft Windows®, a top level directory may be referred to as
the root directory. The Project Administrator utility will enable you to
create a Project Root directory at any level in your computer's file
structure. Multiple projects may be set up under the Project Root
directory.

Project Setup 12 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Sharing Design Data

Sharing Design Data


AutoPLANT includes a set of integrated design and modeling tools. Some of these
applications, such as AutoPLANT P&ID, Piping and Equipment require AutoCAD®
to function. The database applications utilize Microsoft Access® and Microsoft
Excel®. All of these tools provide fast layout and design of intelligent components.

This intelligent design philosophy enables the user to input component data once
and let the information cascade throughout the life of the project. Data is stored
within a centralized database which is easily accessed by all members of the
project team.

Many applications support the common scenario of sending documents to off-


site design offices and vendors and then re-synchronizing the off-site design data
with the central project database.

To facilitate data sharing, a project must first be created. This function is usually
performed by the Project Administrator, using a set of tools installed with the
AutoPLANT applications.

These projects will contain custom configurations for all drawing and model
defaults and settings.

Once a project environment is defined, all models and drawings associated with
the project are managed and stored in the appropriate locations. Sharing of
design data is tightly regulated, preserving the database integrity.

Feb-10 13 Project Setup


Copyright © 2009 Bentley Systems, Incorporated
Project Administrator

Project Administrator
During the AutoPLANT installation, various core and utility applications, common
to both the 2D and 3D programs are installed under the AutoPLANT group icon.

The Project Administrator utility enables you to create and manage custom
projects. From the interface you can edit the database configurations and control
system administration functions such as security access to critical data.

A new project is typically created by the Administrator before modeling has


begun.

Open the utility from Start > Programs > Bentley > Plant V8i > Project Tools >
Project Administrator.

The navigation tree on the left is where you access specific project properties.
The C:\Bentley Plant V8i Projects directory is a top level directory and referred to
as a Project Root directory.

The directory level below the root directory contains sample projects that are
delivered with the install.
• SAMPLE_IMPERIAL
• SAMPLE_METRIC
• SAMPLE MMETRIC

Project Setup 14 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
User Configurations

These sample project files are not recommended for production use, but are used
as templates for building your own projects.

User Configurations
AutoPLANT is designed to support multiple projects. This design enables you to
define the units, specs, drawing database format, borders, drawing templates,
module and component options, in a specific configuration.

To support this implementation, sample configuration files were created to serve


as placeholders for the definition of configuration defaults and settings. By using
the samples you can remove the tedious effort that would be required to
manually edit these configuration files when creating a custom configuration.

You can see an example of the file structure beneath the User Configuration
directory. You will use the User Configuration Sample Imperial to create a new
project.

Feb-10 15 Project Setup


Copyright © 2009 Bentley Systems, Incorporated
Creating Project Root Directories

Creating Project Root Directories


There are no rules as to how many Project Root directories an organization uses
or how many projects are contained within the project root.

A Project Root directory can be at any level of your computer's file structure. The
path to that folder is referred to as %PROJECT_ROOT% throughout the
AutoPLANT course documentation.

Project Root directories usually reside in a different file path than your
AutoPLANT installation, so the path to the installation is shown as
%NETWORK_ROOT% throughout the AutoPLANT course documentation.

Note: Although not visible in the Bentley Project Administrator dialog, the system has
created a file called at_proj.dbf that resides in this project root directory. This
file contains a record for every project that is created under this specific root
directory.

The following exercises will give you exposure to Project Administrator


functionality. You will create a directory structure in preparation for the 2D and
3D Fundamental courses.

Once directories have been set up, they are ready for the installation of a pre-
defined project dataset.

 Exercise 1: Create a new Project Root directory.


1 Select Start > Programs > Bentley > Plant V8i > Project Tools > Project
Administrator.
2 Select User Configurations.
3 Select File > Add Root.
4 Select the appropriate drive.
This course will use the C:\drive.
5 In the Browse for Folder dialog, click Make New Folder.
6 Name the folder Bentley Training Project.

Project Setup 16 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Creating Project Root Directories

7 Click OK.

The software returns to the Project Administrator interface with the new
Project Root directory called Bentley Training Project listed in the
navigation tree.

Now that the Root Directory has been defined, you will create the project.

Feb-10 17 Project Setup


Copyright © 2009 Bentley Systems, Incorporated
Creating a Project

Creating a Project
When a new project is created, the user needs to specify the basic criteria. The
following information provides an overview of the type of information you will
input.

Provider Type

This is the database program that will be used for storing the project data.
AutoPLANT can write to Microsoft Access®, MSDE®, SQL Server®, and Oracle®.
(Only those installed on the computer will be available for selection.)

Base Template and 3D Settings

When you create a new project, the seed files that are required to build the
project are copied from the %NETWORK_ROOT%\Base and
%NETWORK_ROOT%\config directories. (%NETWORK_ROOT% refers to the path
of your AutoPLANT installation and is most likely C:\Program Files\Bentley\Plant
V8i.) These directories act as a "master project" and are installed with the
application.

AutoPLANT provides two project templates: Standard Base Project and KKS. KKS
acts as the European counterpart to the Standard Base Project. These templates
contain the Bentley P&ID and AutoPLANT Plant Design standards and data
structures.

Note: Creation of new project templates is covered in the 2D and 3D Administrator


courses.

The 3D Modeling Project Settings that you select will indicate which configuration
data files will be copied over to create the new project files.

The Units field defines the drawing and model defaults including units, specs,
drawing database format, borders, drawing templates, modules and component
options. These configurations were installed in your directory.

The Use Central Project Mode check box is only available when you select SQL
Server® or Oracle® database provider types.

Project Setup 18 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Creating a Project

Project Paths

By default, all project data is stored in a collection of folders in the


%PROJECT_ROOT% directory. You can, however, specify different paths for
specific data types in the New Project - New Project Paths dialog.

To edit a path, click in the field and either double-click or click Browse to open a
Browse For Folder dialog.

Details

Of the details that can be defined in this dialog, the Project Name is the only
attribute that is required.

Optional details include: Project Number, Project Description, Client Name, Client
Number, and Client Location.

 Exercise 2: Create the Training Project.


1 Select C:\Bentley Training Project.
2 Right-click and select New Project, or select File > New Project from the
menu.

Note: You can also use the Ctrl+N keystroke.


3 Select Access
4 Click Next.

5 Select Standard Base Project in the Select the Base Schematic Template
list.

Feb-10 19 Project Setup


Copyright © 2009 Bentley Systems, Incorporated
Creating a Project

6 Select Imperial Units from the Units list.

Note: This course will use the Imperial Units. The table below shows the
options that are available for the additional units.

Attribute Imperial Metric Mixed Metric

Project Standard Base Standard Base Standard Base Project


Template Project Project

Units Imperial Metric Mixed Metric

7 Click Next.
8 Click Next on the New Project Paths dialog.
9 Enter project details as shown below.

Project Setup 20 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Creating a Project

Note: Project Name is required while all of the other fields are optional. The
Project Name can be no more than 16 characters.

Attribute Imperial Metric Mixed Metric

Project Name Training Training Training

Project Imperial Training Metric Training Mixed Metric Training Project


Description Project Project

10 The Project Name is automatically displayed in the Project Description


field. Overwrite this with the description listed above.
11 Click Finish.
AutoPLANT copies the default project settings into your new project.

When the process is complete, the new project will appear under the
Bentley Training Project directory.
12 Click + to expand your new project.
You will notice directories for all project related data including specific
directories for all drawings and data that will be created using both the 2D
and 3D applications.

Feb-10 21 Project Setup


Copyright © 2009 Bentley Systems, Incorporated
Creating a Project

13 Close Project Administrator.

You have now completed this short course in preparation for using the 2D or 3D
applications.

Project Setup 22 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Module Review

Module Review
Now that you have completed this module, let’s measure what you have learned.

Questions
1 What is the definition of %Project_Root% and %Network_Root%?
2 What is the only required field in the Details dialog when creating a new
project?
3 True/False: The Project Description field is populated with the Project
Name automatically?
4 True/False: The Project Description field has to maintain the same name
as the Project Name?
5 What are the two types of base templates for project creation provided by
AutoPLANT?

Answers
1 The %Project_Root% is the variable that contains the path to your project
root directory. The %NETWORK_ROOT% is the path of the installation.
2 The only required field in the Details dialog is the Project Name, all others
are optional.
3 True: The Project Description field is populated with the Project Name.
4 False: The Project Description does not have to be the same as the Project
Name; it is preferable that it contain more description information about
the project.
5 The Standard Base project template and the KKS project template.

Feb-10 23 Project Setup


Copyright © 2009 Bentley Systems, Incorporated
Module Review

Project Setup 24 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Course Summary

Course Summary
Now you will be able to:
• Create a new project root directory.
• Create a new project.

Feb-10 27 Course Summary

Copyright © 2009 Bentley Systems, Incorporated


Course Review

Course Review
Now that you have completed this course, let’s measure what you have learned.

Questions
1 Which two project templates does AutoPLANT provide?
2 AutoPLANT can write to several database providers, name them.
3 What type of data repository will allow for sharing of data between 2D
and 3D applications?
4 What is a root directory?

Course Summary 28 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Course Review

Answers
1 AutoPLANT provides two project templates: Standard Base Project and
KKS.
2 AutoPLANT can write to Microsoft Access®, MSDE®, SQL Server®, and
Oracle®.
3 By using a central database as a project repository, the applications for
both 2D and 3D can easily share the same data.
4 A root directory is the directory containing multiple projects.

Feb-10 29 Course Summary


Copyright © 2009 Bentley Systems, Incorporated
Course Review

Course Summary 30 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Bentley Instrumentation and
Wiring Fundamentals
V8i (SELECTseries1)

Bentley Institute Course Guide

TRN010330-1/0002
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 other 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

©2000-2010 Bentley Systems, Incorporated.


MicroStation ©1998 Bentley Systems, Incorporated.
All rights reserved.

Bentley Instrumentation and Wiring Fundamentals 32 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
Course Overview

Description
The Bentley software suites communicate with each other by using a set of
relational databases. When projects are created an empty set of databases are
generated. Data from the software applications are then collected and shared
among the applications. Instrumentation tags can be created within the
Instrumentation software or within Data Manager or even within a P&ID.

Target Audience
This course is designed for novice instrumentation designers and drafters. The
course could also be used as a refresher course for more advanced users who
have not used the software for a time.

Prerequisites
• Bentley Microstation V8 or AutoCAD
• Students should have a minimum of six months experience with either
application.

Objectives
This course is intended for new and existing users. Our goal is to train students to
begin using the Bentley Instrumentation & Wiring application as a tool to increase
their productivity when creating instrumentation documents. A user experienced
with previous versions of Bentley software will learn the concepts introduced
with the new product as quickly as possible.

Feb-10 33 Course Overview

Copyright © 2010 Bentley Systems, Incorporated


Modules Included

Modules Included
• Getting Started
• Building Loop Components
• Building Field and Card Panels
• Data Manipulation
• Layout Designer: Connecting Components
• Layout Designer: Functionality
• Instrumentation Drawings
• Building a Powered Loop
• Building an Intrinsically Safe Loop

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
Instrumentation & Wiring 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.

Input Device: Any industry-standard input device supported by


Microsoft Windows.

Output Device: Any industry-standard output device supported by


Microsoft Windows.

Course Overview 34 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
System Requirements

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

Feb-10 35 Course Overview


Copyright © 2010 Bentley Systems, Incorporated
Upgrading Legacy Projects

Upgrading Legacy Projects


Note: All legacy projects - pre-V8i (SELECTseries1) must be upgraded to V8i
(SELECTseries1) using the Integrity Checker tools found within Project
Administrator V8i (SELECTseries1). This upgrade must be performed before any
project work is attempted using the V8i (SELECTseries1) applications.

 Exercise 1: Upgrading a project to V8i (SELECTseries1)


1 Start Project Administrator V8i (SELECTseries1).
2 Select Edit > Preferences.
3 Select the Integrity Check tab.
4 Set Enable Integrity Check Engine Globally.
See Project Administrator Help for descriptions of other Integrity Check
options.
5 Click OK.
6 Select a project to be upgraded from the project root tree.
Project Administrator V8i (SELECTseries1) now performs an Integrity
Check on the selected project.
If you set the Integrity Report option, the integrity check results can be
viewed by double-clicking the file <project name>\Integrity.xml.
7 Right-click on the project to upgrade in the project root tree and select
Upgrade > From Integrity Check Results.
Project Administrator V8i (SELECTseries1) now upgrades the selected
project.

Note: Individual projects in a multi-project database can not be upgraded


individually. Project Administrator will upgrade all the projects in a
multi-project database.

Note: Upgrading individual (single database) projects in the project roots that
contain many projects is possible. Therefore new V8i (SELECTseries1)
projects, upgraded V8i (SELECTseries1) projects and pre-V8i
(SELECTseries1) projects can coexist in the same project root.

Course Overview 36 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
Introductory Knowledge

Introductory Knowledge
Before you begin this module, let’s define what you already know.

Questions
1 True/False: Monitoring of plant process systems is achieved by using
instruments.
2 True/False: Instruments shown on a P&ID are graphical images only.

Answers
1 True, plants use instruments to monitor and control process systems.
2 False, Instruments shown on a P&ID are graphical images with data linked
to project databases that are shared between the AutoPLANT software
suites.

Installing the Training Project


Prior to starting Instrumentation and 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 and 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 1: Installing the Training Project.


1 Make sure all AutoPLANT applications are closed.
2 Download the file AP_FV8i_IW.exe and place on your desktop.
3 Press Unzip.

Feb-10 37 Course Overview


Copyright © 2010 Bentley Systems, Incorporated
Installing the Training Project

4 Extract to the root directory of the C drive (C:\)


5 Press Close.
6 From your Windows Start menu, select Programs > Bentley > Plant V8i >
Project Tools > Project Administrator.
7 From the File menu, press Add Root to display the Browse for Folder
dialog.

Note: 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 because you
cannot create a project root directory under a project directory.
8 In the Browse For Folder dialog, select C:\Bentley Training Project.
9 Press OK to accept the name.

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.

Course Overview 38 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
New Features of I&W

New Features of I&W


Separate Multiplexer Segment Drawings

Users now have the option to generate Foundation Fieldbus segment drawings
that show the complete segment (including multiplexers), or to split the segment
into separate drawings. The connections to the brick (or Megablock) can be
displayed on one drawing sheet and the connections to the multiplexers on
separate drawing sheets. This prevents complex segment drawings - that
incorporate multiplexers - from becoming too cluttered.

Terminators on H1 I/O Cards

Users now have the ability to specify that the H1 card managing a segments(s)
has a built-in segment terminator.

Composite Drawing Functionality Applicable to any Tstrip


Tag Type

The composite drawing functionality developed to generate segment drawings


can now be applied to other drawing types. This is achieved by adding the tstrip
tag type to a list of tag types that the composite drawing functionality can
recognize. These tstrip tag types can be user-defined as well as BASE tstrip tag
types. This enhancement can be used to generate drawings where the instrument
connections vary from drawing to drawing.

Bulk Datasheet Builder Updating Supplemental Tables

The Bulk Datasheet Builder tool can now leverage data from supplemental tables
added by users, not just the BASE schema tables.

Increased I&W Print Range Selection

A limitation in the number of tstrips that could be selected as the print range for
drawing generation has been removed.

Increase to the Amount of Cards Selected for CARD-LOOP


Drawings

A limitation in the number of I/O cards that could be selected for the generation
of CARD-LOOP type drawings has been removed.

Feb-10 39 Course Overview


Copyright © 2010 Bentley Systems, Incorporated
New Features of I&W

Performance Improvements

Performance improvements have been made relating to application startup and


data navigation (especially when running on ORACLE and in multi-project mode).

Multiple Defects Addressed

Critical, Major and Intermediate defects reported to Bentley TSG and detected
during testing have been addressed and tested. A complete list is available from
Bentley TSG.

Course Overview 40 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
Getting Started

Module Overview
In this module, you learn how to launch the Bentley Instrumentation &Wiring
main interface and the Layout Designer module. You will be introduced to some
of the basic features of each interface.

Module Prerequisites
• Working knowledge of the Instrumentation discipline.

Module Objectives
After completing this module, you will be able to:
• Launch the Instrumentation & Wiring application.
• Log into a project.
• Find views and reports from the project window.
• Use the Layout Designer.

Feb-10 41 Getting Started

Copyright © 2010 Bentley Systems, Incorporated


Starting Instrumentation & Wiring

Starting Instrumentation & Wiring


 Exercise 1: Launching Bentley Instrumentation & Wiring
1 Select Programs > Bentley > Plant V8i > Instrumentation.
2 The Login To Project dialog opens.

Note: If you previously logged into another Bentley application and set the
Save Password check box, the Login dialog will not display. You can
access this dialog by selecting File > Log on as a Different User.
Instrumentation & Wiring defaults to logging in with supervisor privileges
by populating the User Name field with Supervisor.
3 Type Supervisor in the Password field.
4 Click OK.
Bentley Instrumentation & Wiring opens.

Getting Started 42 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
A TOUR OF THE MAIN INTERFACE

A TOUR OF THE MAIN INTERFACE


After initial startup, the Instrumentation & Wiring toolbars display docked in the
upper portion of the screen. These toolbars provide the fastest access to
application commands. 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.

Menu Command Functions


File Menu

The File Menu command enable opening an existing project; editing and
management of descriptive, database, directory, and path information associated
with the current project; importing and exporting table data; associating project
standards with loops; assigning revision marks to project tag numbers; and
printing project documents.

File Menu: Description:

Open Project Displays the Open Project Dialog which


enables you to locate and open an existing
project. This button is the equivalent of the
File > Open Project menu command.

Log on as a Different User… Launches the Login dialog to allow a


different login to be used.

Import Launches the Import dialog to allow data to


be imported from an external file to the
current project.

Export Launches an Export dialog to allow data to


be exported to an external file from the
current project.

Feb-10 43 Getting Started


Copyright © 2010 Bentley Systems, Incorporated
A TOUR OF THE MAIN INTERFACE

File Menu: Description:

Assign Project Standards Launches the Assign Project Standards


dialog which allows loops in the current
project or imported from an external data
file that have not been an a project
standards to be assigned one..

Batch Revisions Launches the Batch Revisions dialog which


allows the creation of a selection set of tags
to be revised at one time.

Batch Print Launches the Batch Print dialog which allows


multiple documents to be printed at one
time.

Exit Closes the Instrumentation & Wiring


Interface.

Edit Menu

The Edit menu allows short cut methods to traditionally time consuming
keyboard actions.

Edit Menu: Description:

Select All Selects all information contained in the


current cell.

Cut Cuts all information contained in the current


cell.

Copy Copies all information contained in the


current cell.

Paste Pastes copied or cut information into the


current cell.

Clear Erases all information contained in the


current cell.

Getting Started 44 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
A TOUR OF THE MAIN INTERFACE

Project Toolbar

The following provides a quick reference to the icon available in the Project
toolbar.

Toolbar Icon: Description:

Open Project Displays the Open Project dialog which


enables you to locate and open an existing
project. This button is the equivalent of the
File > Open Project menu command.

View Toolbar And Menu

The View Menu and Toolbar provide commands to toggle the Project Window,
Documents Window, and Properties Window; refresh the current view, and to
customize the display of the current view. One-step menu commands are also
provided to display the current project instrument list, instrumentation cables,
motor list, and electrical cables.

Feb-10 45 Getting Started


Copyright © 2010 Bentley Systems, Incorporated
A TOUR OF THE MAIN INTERFACE

The following provides a quick reference to the icons available in the View
toolbar.

Toolbar Icon: Description:

Instrument List Displays the Instrument List view which


shows all of the instruments defined in the
current project. From this view you can
create new loops, edit existing loops, or edit
individual instruments on a field-by-field
basis. The instrumentation data displayed in
this view can be controlled by user-defined
filters and sorting. In addition, instrument
data can be modified using a powerful
search and replace engine.
This button is the equivalent of the View >
Instrument List menu command.

Instrument Cables Displays the Cable Schedule Instrumentation


view which enables you to quickly display
and edit all instrument cable data used in
the current project. This button is the
equivalent of the View > Instrumentation
Cables menu command.

Motor List Displays the Motor List view, which shows


the database details for all motors defined in
the current project. From this view you can
create new motors or edit existing motor
details. The data displayed in this view can
be controlled by user-defined filters and
sorting. This button is the equivalent of the
View > Motor List menu command.

Electrical Cables Displays the Cable Schedule Electrical view


which enables you to quickly display and edit
all cable data used in the current project.
This button is the equivalent of the View >
Electrical Cables menu command.

Refresh Immediately updates displayed information


with current data. This button is the
equivalent of the View > Refresh menu
command.

Project Window Toggles the Project Window which enables


you to open, create, or modify database
views, queries, reports, Instrument
templates, electrical templates, macros, and
tables. This button is the equivalent of the
View > Project Window menu command.

Getting Started 46 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
A TOUR OF THE MAIN INTERFACE

Toolbar Icon: Description:

Documents Window Toggles the Documents dialog which enables


you to view, edit, preview, and print
documents associated with the tag number
selected in the current view. This button is
the equivalent of the View > Documents
Window menu command.

Properties Window Toggles the Property Sheet dialog which


enables you to view and edit database
information specific to the current tag such
as tag number, loop number, service,
description, manufacturer, and model.
This button is the equivalent of the View >
Properties Window menu command.

Tools Toolbar And Menu

The Tools Menu provides commands to quickly create, edit and delete tag
numbers; search/replace a tag or text string, and to filter and sort the data in the
current view. Database utilities and tools to set the default view and report are
also provided within the Tools Menu.

The following provides a quick reference to the icons available in the Tools
toolbar.

Toolbar Icon: Description:

New Tag Depending on the active view, the New Tag


icon enables you to create a new tag in the
current view, instrument loop, field panel,
motor, or piece of equipment. Many of
these tags are built utilizing a wizard
interface.

Edit Tag Depending on the active view, the Edit Tag


icon enables you to edit an existing tag
number within the current view.

Feb-10 47 Getting Started


Copyright © 2010 Bentley Systems, Incorporated
A TOUR OF THE MAIN INTERFACE

Toolbar Icon: Description:

Delete Tag Depending on the active view, the Delete


Tag icon enables you to remove the current
tag number from the current view.

Find Displays the Find Tag dialog which enables


you to search for a specific tag number
contained in the current view. Controls are
provided to search for a tag number
containing a specific text string.

Filter Provides commands to quickly filter the data


in the current view.

Sort Provides commands to quickly sort the data


in the current view.

Replace Provides a tool to quickly search for and


replace specific text and expressions within
the current view.

Associate Provides a tool to select loop, panel or


segment to associate with the instrument.

Database Tools Launches the Database Tools dialog to


enable maintenance of the current project
database.

Connection/Allocation Launches the Assign Component


Restrictions Connection/Allocation Restriction
dialog to enable the definition of component
connection/allocation restrictions for the
current project.

Bulk Generate Documents Launches the Bulk Generate Documents


dialog to allow the generation of all
documents not previously generated.

Options Launches the Options dialog to set default


general or startup options
and drawing generation options for the
current project

Getting Started 48 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
A TOUR OF THE MAIN INTERFACE

Applications Toolbar And Menu

The Applications Menu provides commands to launch other products such as


Layout Designer, Datasheets, Specification Sheets, Hookups, Single-Line Editor
and Symbol Editor.

The following provides a quick reference to the icons available in the Applications
toolbar.

Toolbar Icon: Description:

Layout Designer Launches the Layout Designer module which


enables you to define loop components,
connect loop components and generate
documents pertaining to specific loops.

Data Sheet Editor Launches the Datasheets module which


allows you to access and manager
dynamically-passed process and
instrumentation data such as tag numbers,
process data, vendor data, etc.

Specification Sheet Editor Launches the Specification Sheet Editor


module which allows you to access and
manager dynamically-passed process and
instrumentation data such as tag numbers,
process data, vendor data, etc.

Hookup Editor Launches the Hookups module which allows


you to manager instrument installation
detail drawings and to generate parts lists
and a Bill of Materials.

Single Line Editor Launches the Single Line Editor module


which allows you to modify the
properties defined for Single Line diagrams.

Cable Routing Launches the Cable Routing dialog which


enables you to route cables to individual
trays.

Feb-10 49 Getting Started


Copyright © 2010 Bentley Systems, Incorporated
A TOUR OF THE MAIN INTERFACE

Toolbar Icon: Description:

Tray Routes Launches the Tray Routes dialog which


allows you to create and edit tray routes.

Symbol Editor Launches the Symbol Editor module which


allows you to define the symbols to be used
in the Single Line Editor.

IWD Editor Launches the IWD Editor modules which


enables you to create borders for both the
Detail Connection Window and the Layout
Designer.

The View Pane

The View Pane is found along the right side of the main Instrumentation & Wiring
interface. This area displays the data contained within defined views and reports.
Column order can be arranged to user preferences by using drag and drop
functions on the column headers. Columns can be resized by dragging the
individual column borders to a suitable length. The individual views within the
View Pane can be resized by using the Maximize and Restore Up/Down buttons,
or by scaling the view using standard Windows operations.

Getting Started 50 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
A TOUR OF THE MAIN INTERFACE

The Project Window

The Project Window is toggled on by default and is displayed in left-hand pane of


the Instrumentation & Wiring interface. The Project Window enables you to
open, create, or modify database views, system queries, reports, drawing
templates, macros, and tables in the current project.

Note: The controls within the Project Window will change in accordance with the
node selected.

The following provides a quick reference to the nodes available in the Project
Window.

Node: Description:

Views The Views node enables viewing, creating,


editing, and deleting views defined in the
current project standards.

System Queries The System Queries node enables viewing


and editing pre-defined queries which can
be applied to the current project database.

Reports The Reports node enables previewing,


creating, editing, deleting, and revising
reports defined in the current project
standards.

Instrument Templates The Instrument Templates node lists all of


the available instrument templates,
organized by type.

Electrical Templates The Electrical Templates lists all of the


available electrical templates, organized by
type.

Feb-10 51 Getting Started


Copyright © 2010 Bentley Systems, Incorporated
A TOUR OF THE MAIN INTERFACE

Node: Description:

Macros The Macros node enables running, creating,


editing, and deleting macros defined in the
current project standards.

Tables The Tables node enables opening and


editing data in an existing table within the
current project.

 Exercise 2: Find and View a Report


1 Expand the Reports node.

2 Select Instrument List.


3 Click the right mouse button to display the context menu.

Hint: You can also preview reports by clicking Preview Report within the
Project Window toolbar or by double clicking on the report list.

Getting Started 52 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
A TOUR OF THE MAIN INTERFACE

4 Select Preview.

Note: When the report opens, it must open the database; therefore, a
message dialog will display temporarily to monitor the progress.

5 Click anywhere on the report.


View will automatically zoom in, or use the scroll bar to navigate through
the report.

Feb-10 53 Getting Started


Copyright © 2010 Bentley Systems, Incorporated
Layout Designer

Layout Designer
In this section you will become familiar with the Layout Designer module of
Instrumentation & Wiring. The Layout Designer enables you to define loop
components, connect loop components, and generate documents pertaining to
specific loops. Components on a layout have right-click context menus to reduce
the amount of time needed to perform detailed connections, tag modifications,
or component definition.

 Exercise 1: Layout Designer Interface


1 Select Applications > Layout Designer.
To launch the Layout Designer module.
2 Click No.
To display new layout wizard.

3 Type Test in the Description field of the New Layout Wizard.


4 Click Finish.
To create the new layout.

Getting Started 54 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
Layout Designer

5 The new Test layout opens.

Note: Layouts can be named anything, but it is recommended that the name
describe the contents of the layout. For example, Analog loops 10-JBA-
100 would include all analog loops for the junction box 10-JBA-100. Any
component can be placed on any number of layouts. For instance, 10-
JBA-100 can be added to multiple layouts if needed to allow all field
devices to be terminated.

Feb-10 55 Getting Started


Copyright © 2010 Bentley Systems, Incorporated
Layout Designer

A Tour Of Layout Designer


The toolbars shown below provide the fastest access to application commands.
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.

Layout Designer Toolbar

The following provides a quick reference to the icons available in the Layout
Designer toolbar.

Component Bar Toggles the Component Bar which enables


you to view and define components (i.e.,
loops, instruments, panels, motors, etc),
create and define new components, and
drag these defined components onto a
layout for connection. This button is the
equivalent to the View > Component Bar
menu command..

Documents Window Toggles the Documents dialog which enables


you to view, edit, preview, and print
documents associated with the tag number
selected in the current layout. This button is
the equivalent of the View > Documents
Window menu command.

Terminal Strips Window Toggles the Tstrips dialog which enables you
to view the terminal strip defined for a
selected object in the current layout. You
can also create and design new terminal
strips or redefine existing terminal strips
from this dialog. This button is the
equivalent of the View > Tstrips Window
menu command.

Show Detail Connections Window Toggles the Detailed Connection Window.


This multipurpose window enables you to
display a detailed view of the connections
defined for a specific loop. This dialog also
includes several edit functions to enable you
to redefine terminal numbers and cable
cores. You can also adjust the connection
position of any of the columns included on
the document, allowing them to line up like
terminal strips on the LOOPCON.XLS and
LOOPCON.DWG documents. You can also
export the Detailed Connection tokens to
a.dwg in order to reduce the amount of time
to create a template from this dialog.. This
button is the equivalent of the View > Detail
Connection Window menu command..

Getting Started 56 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
Layout Designer

Change to Layout Designer Switches the View Pane to the layout in the
Layout list..

Create New Layout Displays the New Layout Wizard dialog,


which provides a step-by-step process for
building new layouts..This button is the
equivalent of the Layout > New Layout
menu command.

Edit Layout Description Displays the Edit Layout Description dialog


which enables you to redefine the name of
the current layout. This button is the
equivalent of the Layout > Edit Layout
Description menu command.

Delete Selected Layout Deletes the current layout selected in the


Layout pick list..This button is the equivalent
of the Layout > Delete Layout menu
command.

Save Image of Layout Displays the Save As dialog which enables


you to save the current Layout Drawing to as
an external file. This button is the equivalent
of the Actions > Save As menu command.

Find Layouts for Selected Object Displays the Select Layout dialog which
enables you to select an existing layout to
display in the View Pane. This button is the
equivalent of the Layout > Find Layout for
Component menu command.

Refresh Layout Immediately updates the active layout with


current data. This button is the equivalent of
the View > Refresh menu command.

Print Prints the active layout to the default


Windows printer. This button is the
equivalent of the Actions > Print menu
command.

Preview Displays a Print Preview of the active layout.


This button is the equivalent of the Actions >
Preview menu command.

Edit Displays the Edit dialog, which enables you


to edit the properties associated with the
component selected in the active layout.
This button is the equivalent of the Tools >
Edit Tag menu command.

Feb-10 57 Getting Started


Copyright © 2010 Bentley Systems, Incorporated
Layout Designer

Connect Displays the Connect dialog, which enables


you to create instrument-to-panel, panel-to-
panel, and terminal strip-to terminal strip
(internal panel) connections for the
component selected in the active layout.
This button is the equivalent of the Layout >
Connect menu command.

Disconnect Disconnects the selected component in the


active layout. This button is the equivalent of
the Layout > Disconnect menu command.

Connect I/O Displays the Connect Instruments to Card


I/O List in Panel dialog which enables you to
allocate an Instrument to a specific address
on a card in a card panel. This button is the
equivalent of the Layout > Allocate I/O
menu command.

Cut Cuts the selected component out of the


active layout. This button is the equivalent of
the Layout > Cut menu command.

Copy Copies the selected component in the active


layout. This button is the equivalent of the
Layout > Copy menu command.

Paste Pastes a copied component onto the


selected layout. This button is the equivalent
of the Layout > Paste menu command.

Assembly Options Launches the Select Assembly dialog as a


means to create, delete or insert assemblies.

Zoom In Zooms in on the active layout. This button is


the equivalent of the View > Zoom > In
menu command.

Zoom Out Zooms out on the active layout. This button


is the equivalent of the View > Zoom > Out
menu command.

Align Left Aligns all selected components on the active


layout to the left-most object. This button is
the equivalent of the Tools > Align > Left
menu command.

Align Right Aligns all selected components on the active


layout to the right-most object. This button
is the equivalent of the Tools > Align > Right
menu command.

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Layout Designer

Align Top Aligns all selected components on the active


layout to the top-most object. This button is
the equivalent of the Tools > Align > Top
menu command.

Align Bottom Aligns all selected components on the active


layout to the bottom-most object. This
button is the equivalent of the Tools > Align
> Bottom menu command.

The Component Bar

To allow you to define loop components, Layout Designer provides the


Component Bar — a navigational tool that allows you to view existing
components (i.e., loops, instruments, panels, motors, etc.), create and define
new components, and drag these defined components onto a layout for
connecting. The controls within the Component Bar change in accordance with
the tab selected. The Component Bar is located on the left side of the Layout
Designer below the icons.

Actions Toolbar

The Actions toolbar located within the individual tabs of the Component Bar
provide controls specific to the active tab. The controls within these tabs will
change in accordance with the active tab.

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Layout Designer

Instrumentation Tab

Select the Instrumentation tab on the Component Bar. The Instrumentation Tab
displays all components for defining instrumentation loops.

The following provides a quick reference to the icons available in the


Instrumentation Tab toolbar.

Icon: Description:

Instrument Loops Switches the Instrumentation Tab to display


the Instrument Loops list

Instruments Switches the Instrumentation Tab to display


the Instrument list.

Instrument (Control) Cables Switches the Instrumentation Tab to display


the Instrument or Control Cables list

Field Panels Switches the Instrumentation Tab to display


the Field Panels list..

Card Panels Switches the Instrumentation Tab to display


the Card Panels list.

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Layout Designer

Electrical Tab

Select the Electrical tab on the Component Bar. The Electrical Tab displays all
components for defining electrical loops.

The following provides a quick reference to the icons available in the Electrical
Tab toolbar.

Icon: Description:

Equipment Switches the Electrical Tab to display the


Equipment list.

Motors Switches the Electrical Tab to display the


Motors list.

Electrical Cables Switches the Electrical Tab to display the


Electrical Cables list

Electrical Panels Switches the Electrical Tab to display the


Electrical Panels list.

Electrical Panels (FIeldbus) Switches the Electrical Tab to display the


Electrical FB Panels list.

Card Panel Switches the Electrical Tab to display the


Card Panel list.

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Layout Designer

Fieldbus Tab

Select the Fieldbus tab on the Component Bar. The Fieldbus Tab displays all
components for defining fieldbus loops.

The following provides a quick reference to the icons available in the Fieldbus Tab
toolbar.

Icon: Description:

Fieldbus Segments Switches the Fieldbus Tab to display the


Fieldbus Segments list

Fieldbus Instruments Switches the Fieldbus Tab to display the


Fieldbus Instruments list.

Fieldbus Spurs/Cables Switches the Fieldbus Tab to display the


Fieldbus Spurs/Cables list.

Fieldbus Panels Switches the Fieldbus Tab to display the


Fieldbus Panels list

Card Panels Card PanelsSwitches the Fieldbus Tab to


display the Card Panels list.

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Layout Designer

The View Pane

The View Pane is located on the right side of Layout Designer. The View Pane
displays a graphical representation of individual components and their
connectivity.

1 Select Actions > Exit.


To return to the main Instrumentation & Wiring interface.
2 Select File > Exit.
To close Bentley Instrumentation & Wiring.

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Module Review

Module Review
Now that you have completed this module, let’s review what you have learned.

Questions:
1 Where is the component bar located?
2 Can the Datasheet application be launched from the Layout Designer?
3 Which application would you use to run a Card Panel report?

Answers:
1 The component bar is located in the Layout Designer.
2 No, the Datasheet application must be launched from the main Instrumentation
& Wiring interface.
3 The main Instrumentation & Wiring application would be used to run a
Card Panel report.

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Building Loop Components

Module Overview
In this module you will build an instrument, create a new terminal strip and cable
for the instrument. You will make a standard for this loop and then build a second
instrument from the standard.

Module Prerequisites
• Working knowledge of Instrumentation.
• Six months experience with AutoCAD or Microstation.

Module Objectives
After completing this module, you will be able to:
• Create a new instrument.
• Create a new instrument terminal strip.
• Create a new instrument cable.
• Add an instrument to an existing loop.
• Modify the lists within the loop dialog.
• Create a loop project standard.
• Create an instrument loop from standards
• Build a loop created in Data Manager

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Building Loop Components

Building Loop Components


In this module, you learn how to build and modify instruments and other loop
components using the main Instrumentation & Wiring interface. You also learn
how to store these components as project standards, and create new loops from
the project standards. You will also build a loop from a tag that was created
outside of the I&W interface. In this section you learn to create an instrument
loop, add an instrument to an existing loop, and create a new terminal strip and
cable for this instrument.

For each component built in the Instrumentation & Wiring application, there are
parameters which define the components. The most important parameter is the
tag type. The tag type defines what type of component is being built. There are
many types of instruments. For example, transmitters, control valves, flow
elements, etc. A transmitter uses the tag type AT_INST_, whereas a control valve
uses AT_CVALVE. There are also many types of terminal strips. An instrument
terminal strip uses the tag type AT_TSTRIP, but a landing terminal strip uses
AT_LAND_TSTRIP. These distinctions allow the software to store the data for each
component in the proper database tables.

Another parameter is the tag code. The tag code defines the formatting of the tag
number. The tag code provides the ability to modify the tags to fit your
company’s tagging formats. The tag code also tells the software how to parse the
tag information into different fields within the project database tables. Tag types
can be set to be unique or not unique. A unique tag type always informs you that
the tag already exists if you try to use an existing tag number. As with tag
numbers, terminal strips can also be set for uniqueness. By default, tag codes are
set to be unique, but depending on your needs they can be changed. If your field
panels contain terminal strips tagged TS-1, then you will need to set the tag code
to not be unique. For the designer/drafter, these codes will be pre-set by the
project administrator during the creation of the project, but in this training
manual, you will modify some tag codes to meet the needs of the exercises.

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Building Loop Components

 Exercise 1: Creating an Instrument Loop


1 Select Programs > Bentley > Plant V8i > Instrumentation.

2 Select Tools > New Tag.

3 Set From Scratch radio button.

Note: The New Instrument Loop dialog presents four options — three for
creating a new instrument loop and one for creating a new instrument
tag.

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Building Loop Components

4 Click Next >.

Note: The tag types and tag codes that were discussed earlier are an integral
part of the creation of the instrument loop and the individual
instruments.
5 Type Refined Oil to Heat Exchanger in the Service Description field.

Note: The Overwrite Instr Service with Loop Service check box aids in
consistency among all components of the instrument loop.
6 Click Next >.

Note: Make sure that the Also Create Instrument Tstrip and Also Create
Instrument Cable are checked. If you fail to check these you will have to
create them manually. Additionally if you allow them to be created
automatically, then they will be terminated automatically to the
instruments.

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7 Click Next >.

8 Type 200-F-300 in the New Instrument Loop – Step 3 field.


9 Click OK.

10 Click Finish.

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Building Loop Components

The New Loop dialog shows that a loop, instrument, terminal strip, cable, and
document have been created (as shown in the All tab). Although these
components have a tag number allocated in the database, the details for each
have not been defined.
The All tab displays the contents of the loop, including the tag types for each
component. The Loop, Instr, Tstrip, Cable, and Doc tabs display only
components of that tag type. The properties for the selected components are
listed in the window along the right-hand side of the dialog.
Notice the Auto Rename check boxes in the left-hand pane. If this loop is
saved as a standard and used as a template in creating future loops, the
components of the new loop will automatically inherit new tag numbers for
the components that have the Auto Rename check box set. Additionally, if
you change the name of the current loop within this dialog, then all
components of the loop will be automatically renamed.

Hint: To place a check in the Auto Rename check box, you must select the item
in the list and then click Setup. From the Tag Attributes dialog you and
change the value for the check box.
Within the Standards group box there are two buttons, Build From and Save
As. The Build From button is used to select a standard from which the current
loop will be defined. The Save As button will save the current loop
configuration as a standard to be used again.
Within the Tags group box there are five buttons, New, Edit, Delete, Remove
and Setup. The New button will create a new tag within the loop, the Edit
button will allow you to edit the tag, the Delete button will delete the
selected tag, the Remove button will remove the tag from the loop without
removing the data associated with the tag, and the Setup button will allow
you to change the properties of the tag as shown below.

The Design button will allow a user to design the terminal strip or the cable
for the loop and finally the Property View Options dialog will allow user to

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Building Loop Components

change the fields listed in the properties window as shown below. Click
Cancel to close the dialog.

11 Select the Instr tab.


12 Select 200-F-300.
13 Click Edit within the Tags group box.

14 Select FT from the Typ list.


15 Click OK.
The following dialog displays, prompting you to update the Tstrip and
Cable tag numbers with the modified tag number.

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Building Loop Components

16 Click Yes.

To return to the New Loop dialog.


17 From the Instr Properties window, select the Manufacturer field.
18 Select ROSEMOUNT from the list.
19 Select the Model field.
20 Select D/P FLOW TRANSMITTER from the list.
21 Select the I/O field.
22 Select AI from the list.
To define this is an analog input instrument.
23 Type Flow Transmitter in the Description field.
24 Scroll down and type 4-20mA in the Range field.
25 Select the Tstrip tab.

Note: The tag number has been updated to reflect the change.
26 Select the Cable tab.
27 Add the following data to the Cable Properties window.

Note: The Loop tab and Doc tab will continue to show the original tag number.

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Building Loop Components

 Exercise 2: Create an Instrument Terminal Strip


1 Select the Tstrip tab.
2 Select 200-FT-300.
3 Click Design.

4 Click Add.

The Add Terminal Set dialog enables you to add new connection rows to the
current Tstrip. The Terminal window allows you to define the number of
individual terminals to be included in the new terminal set. The Repeat
window allows you to type the number of repeated connection rows to be
inserted into the current Tstrip in this field, or use the spinner button to select
the appropriate value.

Note: A row refers to an individual terminal and a row set refers to a group of
rows that are wired for one function. A powered instrument for
example would have a row set of 3 rows for the powered cable and a
row set of 3 rows for the instrument cable. The row set definitions are
critical for building a loop in the Detail Connection Window and auto-
generated loops.
To select from a list of pre-defined standard row sets, click Build From to
display the Build From Standard Terminal Set dialog. To save the current row

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Building Loop Components

set details as a standard which can be used as a template in building new row
sets, click Save As to display the Save as Standard Terminal Set dialog. To copy
the current row set terminal, click Copy. To clone the current row set
terminals, click Clone. To remove a row set from the current Tstrip, place your
cursor within the appropriate row, then click Delete. After you are finished
defining the details of the new connection set, click OK to add the new
terminals to the current Tstrip, or click Cancel to abort the new terminal set
insertion process. The Links toolbar enables you to place graphical
representations (no associated database information) of links, fuses, and
linked terminals.
5 Type 3 in the Terminal field.

Hint: You can use the spinner button to raise the value to 3.
6 Ensure the Repeat field contains a value of 1.
7 Click Build From.
This dialog enables you to select predefined terminal combinations.

8 Select AI from the list near the top of the dialog.


To filter the selections to display only analog inputs.
9 Select +,- (with SCR Tied Back).
10 Click OK.
To return to the Add Terminal Set dialog.

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Building Loop Components

Note: The + and – have been added to the Term column. Also, notice the tie
back symbol in row 3, column 3. This link indicates that the SCR has
been tied back.

11 Click OK.

12 Click OK.
To return to the New Loop dialog.

 Exercise 3: Creating the Instrument Cable


1 Select the Cable tab.
2 Select cable tag 200-FT-300.

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Building Loop Components

3 Click Design.

The New Cable dialog displays connection details of the cable, and provides tools
for modifying connection numbering. To display the details of a cable, select the
manufacturer of the cable from the Cable Manufacturer list, then select the cable
type from the Cable Type list. To create a new core set, click Add to display the
Add Core Set dialog. To edit the details of a core set, click Edit to display the Edit
Core Set dialog. To insert a new core set, place your cursor where you want to
insert the new core set, then click Insert to display the Insert Core Set dialog. To
remove cable cores or a core set from the current cable, click Delete to display
the Delete Core(s) dialog. To save the current cable details as a project standard,
click Save As Standard to display the Save Cable Type As dialog.
4 Since no cable cores have been defined, click Add from the Core Set group
box.

The Add Core Set dialog enables you to add new cable cores to the current cable.
Use the Core spinner button to indicate the number of individual cores to be
included in the new Core Set. In the Repeat window type the number of repeated
cores to be inserted into the current cable in this field, or use the spinner button
to select the appropriate value. To copy the current core set terminal, click Copy.
To remove a core set from the current cable, place your cursor within the

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Building Loop Components

appropriate row, then click Delete. After you are finished defining the details of
the new core set, click OK to add the new cores to the current cable, or click
Cancel to abort the new core set insertion process.
5 Change the value in the Core field to 3.
6 Ensure the Repeat field contains a value of 1.
7 Type WH in the first row of the Core column.
8 Type BK in the second row.
9 Type S in the third row.

10 Click OK.
11 To return to the New Cable dialog.
12 Click OK.
13 To return to the New Loop dialog.

 Exercise 4: Adding Instruments to the loop


1 Select the Instr tab.
2 Click New from the Tags group box.

3 Clear the Also Create Cable check box.

Note: In order for I&W to pull information from the database for a component
when creating an output drawing or when looking at a loop in the

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Building Loop Components

Detail Connection Window, the component must have at lease one


terminal block. For loop components that normally do not have a
terminal block such as and FE, it must still have a blank terminal block.
4 Set the Also Create Instrument Tstrip.
5 Click OK.
To display the New INSTR dialog.
6 Select FE from the Typ list.
7 Click OK.
8 Click New.
To create another new tag.
9 Select AT_CVALVE from the Setup New Instrument Tag Types dialog.
10 Set Also Create Instrument Tstrip.
11 Clear the Also Create Cable check box.
12 Click OK.
13 Select FV from the Typ list.
14 Click OK.
15 Select 200-FV-300 from the Instr tab.
16 Type <Unspecified> in the Manufacturer field.
17 Select BALL CONTROL VALVE from the Model list.
18 Click New from the Tags group box.
To display the Setup New Instrument Tag types dialog.
19 Select AT_INST_ from the Tag Type field.
20 Ensure the Also Create Instrument Tstrip and Also Create Cable check
boxes are set.
This is because the transducer will be wired. Therefore; it will have to
have a terminal strip and a cable.
21 Click OK.
22 To display the New INSTR dialog.
23 Type 200-FY-300 in the New INSTR field.
24 Click OK.

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Building Loop Components

25 Modify the properties of 200-FY-300 as shown.

26 Using the Instrument Position buttons, rearrange the instruments into the
following order; 200-FE-300, 200-FT-300, 200-FY-300, 200-FV-300.
27 Referring back to exercises 2 and 3, design the terminal strip and cable for
200-FY-300.

 Exercise 5: Modifying the Lists within the Properties Window


1 Select the Instr tab.
2 Select 200-FE-300.
3 Select the Manufacturer field.
Notice that the only value available from the list is <Unspecified>.

Note: You have two choices at this point, you can type the information
manually, or you can create a new record in the INS_TYPE table. In this
exercise, you will create a new record.

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Building Loop Components

4 Click Browse (located to the right of the Manufacturer field).

5 Select ANNUBAR from the list.


6 Click Copy.

7 Type 50EZ-435 in the field provided.


8 Click OK.
To return to the Edit Model and Manufacturer Details dialog.
9 Type ANDERSON ELEMENTS in the MANUFACTR field.
10 Type FLOW ELEMENT in the DESCRIPT field.
11 Delete the text in the USER1 field.
12 Click OK.
13 To return to the New Loop dialog.
14 Select 200-FE-300 from the Instr tab.
15 Select the Manufacturer field.
Notice that the list now contains the new value.
16 Select ANDERSON ELEMENTS from the Manufacturer list.
17 Select 50EZ- 435 from the Model list.

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Building Loop Components

Take some time to browse through the various tabs and note the information
that has been added. When you are finished, click OK to save the new loop
details and return to the main Instrumentation & Wiring interface.

Hint: Should you need to delete any cables and re-create them, or create a
new cable from scratch, ensure that the cable has a source (as indicated
within the Properties window). If a cable is created without a source, it
will not be saved with the loop.

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Create a Loop Standard

Create a Loop Standard


To save the loop you created in the previous exercise as a template (project
standard) for building future loops.

 Exercise 1: Create a Loop Standard


1 Select any of the components from the Instrument List displayed in the
View Pane.
2 Select Tools > Edit Tag.

3 Select the Instr tab.


4 Set the Auto Rename check box for all components.
5 Repeat the previous step with the components in the Tstrip, Cable and
Doc tabs.
6 Select the All tab.
All components now have the Auto Rename field set except for the
AT_LOOP.
7 From the Standards group box, click Save As.

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Create a Loop Standard

Note: Bentley Instrumentation & Wiring assists you in naming the loop
standard by populating the Loop field with the current loop
components, and the associated template.
8 Type FE,FT,FY,FV: Training Loopcon.dwg in the Loop field.
9 Click OK.
To return to the Edit Loop dialog.
10 Click OK.
To return to the main Instrumentation & Wiring interface.

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Create a Loop from Standards

Create a Loop from Standards


 Exercise 1: Create an Instrument Loop from Standards
1 Select Tools > New Tag to display the New Instrument Loop – Step 1
dialog.
2 Set the From Standards radio button, and then click Next >.

Note: This dialog displays the standards that have been saved in the current
project. You have the option of using the Select From button to select
From Bentley standards, or standards built in another project. The View
Details button displays a preview of the wiring details (i.e., number of
row sets, terminal designations, cores, etc.) for the loop selected.
3 Select FE,FT,FY,FV: Training Loopcon.dwg, then click Next >.
To display the Loop Tag dialog.
4 Type 200-P-300 in the Loop Tag field.
5 Click OK.
To display the New Instrument Loop – Step 3 dialog.

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Create a Loop from Standards

6 Click Finish.

The New Loop dialog displays all of the tags converted from F (Flow) to P
(Pressure). The Built From field displays the standard from which the new
loop was built.

 Exercise 2: Modifying the Loop


1 Select the ALL tab and then select 200-P-300.
2 Type Heated Water Pressure from Exchanger EX-300 in the Service
Description field.
3 Select the Instr tab.
4 Select 200-PE-300 from the list.
5 Click Edit in the Tags group box.
To display the Edit INSTR dialog.
6 Select PAL from the Typ list.
7 Click OK.
8 To return to the New Loop dialog.
9 Select DI from the I/O Type list.
10 Type Alarm Low in the Description field.
11 Delete the information in the Manufacturer and Model fields.
12 Select 200-PT-300 from the Instr tab list.
13 Delete any information contained in the Manufacturer, Model, and
Description fields.
14 Select 200-PY-300 from the Instr tab list.

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Create a Loop from Standards

15 Delete any information contained in the Manufacturer, Model, and


Description fields.
16 Select 200-PV-300 from the Instr tab list.
17 Delete any information contained within the Manufacturer and Model
fields.
18 Clicking New within the Tags group box.
To display the Setup New Instrument Tag Types dialog.
19 Click OK.
20 Clear the Also Create Cable check box.
21 Click OK.
To display the New INSTR dialog.
22 Type 200-PAH-300 in the New INSTR field.
23 Click OK.
To add the new instrument to the loop.
24 Select 200-PAH-300 from the Instr tab.
25 Select DI from the I/O Type list.
26 Type Alarm High in the Description field.
27 Delete the information in the Manufacturer and Model fields.
28 Select the Tstrip tab.
29 Select 200-PT-300.
30 Click Design.
Notice that the new terminal strip has been created.

31 Click Cancel.
32 Select the Cable tab.

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Create a Loop from Standards

33 Select 200-PT-300.
34 Click Design.
Notice that the new cable has also been created.
35 Click Cancel to exit the dialog.
The loop 200-P-300 is now complete.
36 Click OK.
To save the modifications and return to the main Instrumentation &
Wiring interface.

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Create New Loop from Instrument created in Data Manager

Create New Loop from Instrument created in Data Manager


One of the major benefits to the Bentley PLANT suite is the ability to share data
across the applications. The tag 100-FT-300 was previously created and is
available for use in the Instrumentation & Wiring application. Tags created
outside of I&W are stand-alone tags and are not part of an instrument loop. I&W
gives you the capability to generate loops for these tags so that loop diagrams
can be generated.

 Exercise 1: Create a New Loop from an instrument tag created in Data


Manager
1 Select 100-LT-200 from the Instrumentation list.
2 Right-click and select Edit Tag.
The following dialog opens indicating that the instrument tag does not
belong to a loop.

Note: Selecting any instrument from the list that has not been assigned to a
loop number will list all instruments without loop number in the
Allocate Missing Loops dialog. This enables you to create loop numbers
for these instruments automatically by clicking Generate Loop
Numbers.
3 Click Generate Loop Numbers
To assign the tag to a loop.

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Create New Loop from Instrument created in Data Manager

Hint: If the instrument should belong to a different loop number other than
the one automatically created, then you can manually enter the loop
number for this instrument. The loop number can be either one that
does not exist or does exist in I&W. As an example, if you had a hand
switch for this loop named 200-HS-312 then this could belong to loop
200-F-312. If the loop number were automatically created for this hand
switch, then it would be created as 200-H-312.
Note that a loop number has now populated the LOOP_NO field.

4 Click OK.
To return to the Instrumentation & Wiring main interface.
The instrument list shows the newly created loop number.
5 Highlight 100-TT-100.
6 Select Edit Tag.
7 Click Build From in the Standards group box.

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Create New Loop from Instrument created in Data Manager

8 Click Select From.

The Select From dialog opens.


9 Set System Library.
10 Click OK.
The following dialog opens showing all loop standards that are supplied by
Bentley instrumentation & Wiring.
11 Select TE,TT,TY,TV.
12 Click OK.

13 Click OK.

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Create New Loop from Instrument created in Data Manager

Note that a terminal strip and cable have been added to the loop. Browse
the Tstrip and Cable tabs and notice that the new components have been
named appropriately.

The Tag Number 100-TE-100 shown in red indicates that there is a


discrepancy in the tag types for this tag number between the standard
and the existing tag.
14 Select the text in red (Tag Type AT_INST_) for tag 100-FE-300.
15 Click Delete.
16 Click Yes.
To confirm the deletion.
17 Click OK.
To close the dialog and save the loop.

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Module Review

Module Review
Now that you have completed this module, let’s review what you have learned.

Questions:
1 To build a loop from a standard, what is the option to select on the first
New Loop Wizard dialog?
2 What does the Generate Loop Numbers button do?
3 What are the two options available when a Manufacturer or Model is not
found in the provided list?
4 What does the Repeat field do in the Add TSTRIP and Add CABLE set
dialogs?
5 What is a row? Row set?

Answers:
1 Set the From Standards radio button to create a loop from standards.
2 The Generate Loop Numbers button will create a new instrument loop for an
instrument tag that was created in a separate application.
3 One option is to type the information into the field manually, the second option
is to add the information to the INS_TYPE by copying an existing record and
updating as needed.
4 The repeat will create multiple sets of the TSTRIP and CABLE configurations and
automatically number them.
5 A row is an individual terminal point and a row set is a grouping of
terminal points.

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Building Field and Card Panels

Module Overview
In this module you learn how to build and modify field panels using the Bentley
Instrumentation & Wiring interface. You also learn how to store these
components as project standards, which can be used as templates in building
future field panels.

Module Prerequisites
• Working knowledge of Instrumentation.
• Six months experience with AutoCAD or Microstation.

Module Objectives
After completing this module, you will be able to:
• Create a field panel.
• Design terminal strips in the field panel.
• Design multi-core cables for the field panel.
• Create a field panel standard.
• Create a new field panel from standards.
• Create a card panel.
• Create a landing strip in the card panel.
• Design the I/O card.
• Add a new I/O card to the existing panel.

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Copyright © 2010 Bentley Systems, Incorporated


Building Field and Card Panels

Building Field and Card Panels

Building a Field Panel


In this section you learn to create a new field panel. You also learn to design
the terminal strips within the panel and design the multi-core cables that connect
them.

 Exercise 1: Creating a new Field Panel


1 Select Programs > Bentley > Plant V8i > Instrumentation from your
Windows Start menu to launch Instrumentation & Wiring if not already
open.
2 Launch Layout Designer.
3 Type Analog Loops in the Description field.
4 Click Finish.
5 Select the Instrumentation tab.
6 Select Field Panels.
7 Select New Tag.
The field panel tag has been added to the view.

8 Set From Scratch.

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9 Click Next >.

10 Type Area 200 Analog Junction Box in the Field Panel Remarks field.
11 Click Next >.
To accept the defaults for Tag Types and Tag Codes and to display the
following dialog.

12 Select T-N from the Tag Code list.


13 Click Next >.
14 Type 200-JB-300 in the New Field Panel – Step 3 field.

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15 Click OK.

16 Click Finish.

The New Field Panel dialog is very similar to the New Loop dialog except for
the tabs. All of the buttons along the bottom of the dialog operate just as in
the New Loop dialog detailed in the previous module. The Dev tab is used in
the Field Panel and Card Panel dialogs for devices such as relays and intrinsic
barriers to be tagged and designed.
The New Field Panel dialog defaults to display the All tab, which shows that a
tag was created for the junction box, terminal strip, cable and document.
17 Select the Tstrip tab.
18 Select JB-300.
19 Click Edit in the Tags group box.
20 Type TS in the Typ field.
21 Type 1 in the Num field.

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22 Click OK.
To return to the New Field Panel dialog.

 Exercise 2: Design Terminal Strips In A Field Panel


1 Click Design.
To display the Edit TSTRIP dialog.
2 Click Add.
To display the Add Terminal Set dialog.
3 Set the Terminal field to 3.
4 Set the Repeat field to 12.
This will create 12 sets of 3 terminals (i.e., a terminal strip with 36
terminals).
5 Click Build From.
6 To display the Build From Standard Terminal Set dialog.
7 Select A* from the list near the top of the dialog.
8 Select 1+, 1-, SCR.
9 Click OK.

Note: This dialog is the same dialog that is used when creating terminals for an
instrument.
10 Click OK.

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To generate the new terminal strip.

Notice the terminals are now numbered by terminal sets and rows. Another
terminal must be created for the overall screen that contains multi-core
cables.
11 Scroll to the bottom of the terminal strip to locate TSet 12. Select TSet 12.
12 Click Add from the Terminal Set group box.
To display the Add Terminal Set dialog.
13 Set the Terminal field to 1.
14 Set the Repeat field to 1.
15 Type OAS in the Term field.
16 Click OK.
17 To return to the Edit TSTRIP dialog.
18 Click OK.
19 To save the terminal settings and return to the New Field Panel dialog.

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 Exercise 3: Design A Multi-Core Cable


1 Select the Cable tab.

Note: Within the Cable tab, notice that the Source field (within the Cable
Properties window) is marked as a junction box. Unlike instruments,
where the cable’s source is the instrument terminal strip, the source for
a panel cable is the panel itself. In this case, do not change the Source
field so that the cable will match the terminal strip.
2 Click Design.
3 Click Add from the Core Set group box.
4 To display the Add Core Set dialog.
5 Set the Core field to 3.
6 Set the Repeat field to 12.
7 Type 1 WH for the first core in the Core field.
8 Type 1 BK for the second core.
9 Type 1 S for the third core.
10 Click OK.
11 Scroll down and select Core Set 12.
12 Click Add from the Core Set group-box.
13 Set the Core field to 1.
14 Set the Repeat field to 1.
15 Type OAS in the Core field.
16 Click OK.
To return to the New Cable dialog.

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Creating a Field Panel Standard

17 Click OK.
To return to the New Field Panel dialog.
18 Click OK.
To return to Layout Designer.

Creating a Field Panel Standard


In this section, you learn how to make a standard of the field panel you just
created. This standard can be used to generate multiple field panels.

 Exercise 1: Create A Field Panel Standard


1 Select Tools > Edit Tag.
To display the Edit Field Panel dialog.
2 Select the Tstrip tab.
3 Set the Auto Rename check box.
4 Repeat for the Cable and Doc tabs.
5 Select the All tab.
6 Click Save As in the Standards group box.
To display the Store as Project Standard dialog.
7 Typing the following description in the Field Panel field.

8 Click OK.
To return to the Edit Field Panel dialog.
9 Click OK.
To return to Layout Designer.

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Creating a Field Panel from Standards

Creating a Field Panel from Standards


In this section you learn to create a new field panel from the project standard
that was built in the previous lesson.

 Exercise 1: Create a Field Panel from Standards


1 Select Tools > New Tag.
To display the New Field Panel – Step 1 dialog.
2 Set From Standards.
3 Click Next >.

4 Select Analog_JB_ Training.


5 Click Next >.
To display the Panel Tag dialog.
6 Type 200-JB-301 in the Panel Tag field
7 Click OK.
To display the New Field Panel – Step 3 dialog.

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8 Click Finish.

Note: All of the component tags have been updated to 200-JB-301.


9 Click Design.
10 To display the New Cable dialog. Notice how all of the cable core details
have been created.
11 Click OK.
12 To return to the New Field Panel dialog.
13 Select the Tstrip tab.
14 Click New.
15 Type TS-2 in the New Tstrip field.
16 Click Design.
17 Click Add from the Terminal Set group box.
To display the Add Terminal Set dialog.
18 Set the Terminal field to 1.
19 Set the Repeat field to 12.
20 Type 1 in the Term field.
21 Click OK.
22 Click OK again.
23 Select the Cable tab.
24 Select cable TS-2-.
25 Edit the cable tag and change tag code to T-N.

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26 Rename cable to TS-2.


27 Design a cable with 1 core and a repeat of 12.
28 Click OK.
To save the new junction box and return to Layout Designer.

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Creating New Card Panels

Creating New Card Panels


In this section you learn to create a card panel from scratch.

 Exercise 1: Create a New Card Panel

In this exercise, you create a new card panel for a DCS. Card panels contain
multiple components like landing terminal strips, power supplies, card racks, and
the cards themselves. The landing strip is a gathering point for all incoming multi-
core cables from the field. The landing strips are wired to the individual card
terminal strips located on the back of the card using a vendor supplied cable.
Therefore the individual cores must be terminated by I/O type. An example of a
card panel is shown below.

1 Select Card Panels.


2 Select Tools > New Tag.

3 Set From Scratch.

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Creating New Card Panels

4 Click Next >.

5 Type Area 200 DCS Panel in the Card Panel Remarks field.
6 Click Next >.

7 Click Next >.


8 Type 200 in the Area field.
9 Type DCS300 in the Panelnum field.

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10 Click OK.

A tag number for one I/O card within this panel must be defined.
11 Type DCS300 in the Panelnum field.
12 Select AI from the IO_type list.
13 Type 01 in the Rack field.
14 Type 01 in the Num field.

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15 Click OK.

16 Click Finish.

No cable tag was created. This is because the wiring in this card panel will
be done internally using a vendor supplied cable.

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Adding a Landing Strip for Incoming Wiring

Adding a Landing Strip for Incoming Wiring


In this section, you learn how to add a landing strip to the card panel. Landing
strips are used to terminate incoming multi-core cables. You will finish the I/O
card design and add a new I/O card to the existing card panel.

 Exercise 1: Create The Card Landing Terminal Strip And Card I/O Channels
1 Select the Tstrip tab.
2 Click New in the Tags group box.
3 To display the Setup New Tstrip Tag Types dialog.
4 Select AT_LAND_TSTRIP from the Tstrip Tag Types list.
5 Select N from the Tstrip Tag Codes list.

6 Verify that the Also Create Cable checkbox is cleared.


The wiring is internal to the DCS panel.
7 Click OK.
8 To display the New TSTRIP dialog.
9 Type TB1 in the New TSTRIP field.
10 Click OK.
To return to the New Card Panel dialog.
11 Select TB1.
12 Click Design.
To display the Edit TSTRIP dialog.
13 Click Add in the Terminal Set group box.
14 Type 3 in the Terminal field.
15 Type 50 in the Repeat field.
16 Type 1 in the Term column for Row 1.
17 Type 2 in the Term column for Row 2.

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18 Type SCR in the Term column for Row 3.


19 Place a link line in column 4 of TSet 1 Row 1.
20 Place a link line in column 4 of TSet 1 Row 2.
21 Place a link in column 4 of TSet 1 Row 3.

22 Click OK.
Landing strip TB1 should now appear.

23 Place cursor in column 4 of TSet 1 Row1 and click Delete Link.


24 Scroll down to TSet 50 and click Add.
25 Type OAS in the Term field.
26 Place an uplink in column 4.
27 Click Ok.
28 Click OK.

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 Exercise 2: Complete The I/O Card Design


1 From the Tstrip tab.
2 Select DCS300/AI-01-01 (AT_CRD_TSTRIP).
3 Click Design.
To display the Edit TSTRIP dialog.
4 Click Add in the Terminal Set group box.
To display the Add Terminal Set dialog.
5 Type 2 in the Terminal field.
6 Type 8 in the Repeat field.
7 Type 1++ in the Term column for Row 1.
8 Type 1+ in the Term column for Row2.
9 Click OK.
10 Click OK.
To the New Card Panel dialog.
11 Select the Card tab.
12 Click Design.

The Edit I/O List dialog enables you to edit the current Card Panel I/O List.
To change the I/O type for a specific row set, place your cursor in the
appropriate row, then select the I/O type from the list located near the
top of the dialog. To change any of the values within the individual fields,
simply type over any of the information. To add a new I/O, click Add to

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Adding a Landing Strip for Incoming Wiring

add the row to the bottom of the list. To remove a row set, place your
cursor within the row you want to remove, then click Delete.

Note: Users can create I/O cards with mixed I/O. For example, 4 AI channels
and 4 AO channels. Previously all the channels had to be the same I/O
type.
13 Click Configure.
To display the Configure Card Fields dialog.

Note: This enables you to customize the fields displayed in this dialog.
14 Click OK.
To exit the dialog and save your changes, or click Cancel to exit without
saving the changes.
15 Type 8 in the Spinner field.
16 Make sure the list is set to AI.
17 Click Add.
To create the default channel numbers and addresses.
18 Click OK.
19 To save the changes to the Edit I/O List dialog and return to the New Card
Panel dialog.

 Exercise 3: Add a New AO Card to the DCS Panel


1 Click New in the Tags group box.
To display the Setup New Card Tag Types dialog.
2 Click OK .
To display the New Card dialog.
3 Type DCS300/AO-02-01 in the New CARD field.
4 Click OK.
5 Select DCS300/AO-02-01 from the Card tab.
6 Click Design.
7 Select AO from the list near the top of the dialog.
8 Type 8 in the Spinner field.
9 Click Add.
To create the default channels and addresses.

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10 Click OK.
11 Select the Tstrip tab.
12 Select DCS300/AO-02-01 from the list of terminal strips.
13 Click Design.
To display the Edit TSTRIP dialog.
14 Click Add in the Terminal Set group box.
15 Type 2 in the Spinner field.
16 Type 8 in the Repeat field.
17 Type 1- in the Term column for row 1.
18 Type 1C in the Term column for row 2.
19 Click OK.
To create the terminal strip and return to the Edit TSTRIP dialog.
20 Click OK.
To exit the Edit TSTRIP dialog and return to the New Card Panel dialog.
21 Select the Card tab.
22 Select DCS300/AI-01-01.
23 Select ALLENBRADLEY 1771-IE-4W(AI) 24Vdc 8ch Analog Input from the
Card Type list inthe Card Properties window,

24 Select DCS300/AO-02-01.
25 Select ALLEN BRADLEY 1771-IE-4W(AO) 24Vdc 8ch Analog Output from
the Card Type list.
26 Click OK.
To save the New Card Panel and return to Layout Designer.

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Module Review

Module Review
Now that you have completed this module, let’s review what you have learned.

Questions:
1 What is the purpose of the link symbols?
2 True or False: The landing terminal strip is used to wire the I/O cards
together?
3 In a field panel, what is the source for the panel cable?
4 If an I/O card is not available in the I/O card list of the properties window
can you add one?

Answers:
1 The link symbols indicate jumpers that would be made in a panel.
2 False, the landing strip is used to marshal the incoming signal wiring to the I/O
cards.
3 The source for the panel cable is the panel.
4 Yes, the I&W application is versatile enough to allow users to customize
the I/O card list as needed.

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Module Review

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Data Manipulation

Module Overview
In this module you will learn to manipulate the data by using the Sort, Filter, Find,
and Replace commands. These tools will help you to navigate through the views.
You will add data via the views, and then review the different nodes within the
Instrumentation & Wiring interface.

Module Prerequisites
• Working knowledge of Instrumentation.
• Six months experience with AutoCAD or Microstation.

Module Objectives
After completing this module, you will be able to:
• Manipulate data in the project views.

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Data Manipulation

Data Manipulation
Select Programs > Bentley > Plant V8i > Instrumentation from your Windows
Start menu to launch Instrumentation & Wiring if not already open.

Instrumentation & Wiring provides several views for looking at your data. These
views provide a snapshot of the data contained in the project database. In the
project provided, several loops, field panels and card panels have been created.
Terminal strips and cables were created for each component.

Let’s take a moment to examine some of the views. Double-click on the Cable
Schedule Instrumentation view. This view shows all of the instrument cables that
have been created and provides the source (primary connection component). It
also provides the cable type and length of cable required for the cable tray runs.
A report generated from this view would be helpful to someone cataloging and
ordering instrument cable. Close this view and open the Connection by Cable
view. This view goes into more detail than the Cable Schedule view. It provides
the terminal strips that the cable is attached to, the terminal on the strip that it is
terminated on. A report built from this view would be helpful to a maintenance
crew for tracing wiring problems. The Core Connection view expands the data a
bit further by providing the cable tag information and the wire color. This view is
sorted by the ORD number, but could be easily sorted by terminal strip or
termination point by using the built in tools described below.

Tools for the Views


 Exercise 1: Sort Data In The Project Views
1 Maximize Instrumentation & Wiring main interface.
2 Close all of the views.
3 Open the Instrument List view if not already open.

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Data Manipulation

4 Right-click on 200-FT-300 within the Instrument List.

5 Select Sort > Sort Descending.


The tags in the Instrument List are now sorted in descending order based
on their tag number.

6 Right-click on 200-FT-300.
7 Select Sort > Clear Sort.

 Exercise 2: Filter Data In The Project Views


1 Select 200-PAL-300.
2 Click in the I/O TYPE field.
3 Right-click.
To display the context menu.

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Data Manipulation

4 Select Filter > Quick Filter.


Notice that only tags matching the value within the selected I/O TYPE field
(DI) display.

5 Right-click and select Filter > Clear Filter.


To view all of the tags again.

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Data Manipulation

 Exercise 3: Find Specific Tags


1 Right-click anywhere within the Instrument List view.
2 Select Find > Find Tag from the context menu.
The Find Tag dialog displays listing all the instrument tags in this project.

3 Type 200-PY-300 in the Tag Numbers that Contain field.


Notice how the list of tags reduces as you type. The list of tag numbers are
dynamically filtered to match the value entered in this field.
4 Select 200-PY-300 from the list.
5 Click OK.
To locate that tag in the Instrument List. Notice that 200-PY-300 is now
selected in the Instrument List.

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Data Manipulation

 Exercise 4: Replace Data


1 Locate tags 200-PAL-300 and 200-PAH-300.
Notice that they have similar descriptions of Alarm High and Alarm Low.
2 Place your cursor in any of the DESCRIPTION fields except for 200-PAL-
300 or 200-PAH-300.
3 Right-click.
To display the context menu.
4 Select Replace.
5 To display the Replace in field ‘DESCRIPTION’ dialog.
6 Type Alarm in the Find What field.
7 Type Pressure Alarm in the Replace With field.
8 Clear the Match Whole Field and Current Field Only check boxes.

9 Click Replace All.


Notice tags 200-PAL-300 and 200-PAH-300 now have the description of
Pressure Alarm Low and Pressure Alarm High.

 Exercise 5: Replacing Data For Multiple Records


1 Select 200-PAL-300 and 200-PAH-300 using the SHIFT key.
2 Select View > Properties Window.

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Data Manipulation

3 The Properties Sheet is displayed.

4 The Tag Number field in the Property Sheet will turns to ** when multiple
instruments are selected as shown below.

Note: The ** represents dissimilar data between all select records.


5 Type Honeywell in the MANUFACTURER field.
6 Press Enter.
7 Close the Property Sheet.
Notice that the Manufacturer fields for both instruments are updated.

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Data Manipulation

Adding and Deleting Components from the Views


There will be times when you will need to add and delete components. An
individual instrument can be added to an existing loop by editing the loop and
adding the component, but an individual tag can also be created outside of the
loop environment in the instrument list view. When deleting loops, the
associated terminal strips, cables and documents must also be considered.
Instrumentation & Wiring will give you the option to delete these components
when the loop is deleted.

 Exercise 1: Adding an instrument outside of a loop.


1 Select Tools > New Tag.
2 To open the New Loop wizard.
3 Set Only New Instrument Tag.
4 Click Next >.

5 Type 205-FT-250 in the New INST field.


6 Click OK.
7 Click Finish.
The new tag is created. Note the new instrument tag is not associated to
any loop.

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Data Manipulation

 Exercise 2: Deleting a loop

Prior to starting this exercise, open the Cable Schedule Instrumentation view and
make note that there are two instrument cables for the loop 200-P-300.
1 Close the Cable Schedule Instrumentation view.
2 Open the Instrument List view.
3 Select any tag in the 200-P-300 loop.
4 Select Tools > Delete Tag.

5 Click Yes.
To delete the loop.

6 Click Yes.
To delete all of the associated instruments, cables and document

Note: All of the instruments associated with 200-P-300 were removed from
the Instrument List view.
7 Open the Cable Schedule Instrumentation view.
The two instrument cables have also been deleted.

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Assigning Project Standards

Assigning Project Standards


From within the Instrumentation & Wiring interface, you can build a loop for
instruments automatically. This utility is very helpful when importing loops from
an external source or when a different application, such as P&ID or Data
Manager, has added instrument tags to the database.

 Exercise 1: Assigning Project Standards


1 Select File > Assign Project Standards.
2 Set All Loops in Current Project.
3 Select the loop 100-P-100.
4 Select project standard FE, FT, FY,FV: Training Loopcon.dwg.
5 Click Assign.
6 Place a check next to 100-P-100.
7 Click Ok.

Note: The loop does not have to be edited; it has inherited the properties of
the project standard that was created previously in this course.

 Exercise 2: Sorting instruments within Assign Project Standards


1 Place cursor in the Loop Number field and right-click.
2 Select Sort > Sort Ascending.

3 Click Cancel.

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Assigning Project Standards

 Exercise 3: Resetting the DeleteTagNumbers flag

By default DeleteTagNumbers flag is set to Yes and allows users to delete the
component tag from the project. In this exercise you will set the flag to
DeleteTagNumbers = No. By setting it to No, when user tries to delete the tag
from the project the tag is not deleted but its status is set as DEL. All the links of
the tag are deleted but tag is not removed from the Project Database and is
available in the project for future use.
1 Select Start > Programs > Bentley > Plant V8i > Project Tools > Project
Administrator.
2 Expand the Project node.
3 Select Properties.

4 In the Project Properties window the Properties of the Category listed.


These values can be modified.
5 Select DeleteTagNumbers from Name column.
6 Type No in the Selected Value field.

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Assigning Project Standards

7 Press Enter.

8 Select File > Save.


To save the Project properties
9 Close Instrumentation & Wiring.
10 Re-launch I&W and open the Training project.
11 Open the Instrument List view.
12 Select Tools > New Tag.
To create a new Instrument tag.
13 Set Only New Instrument Tag.
14 Click Next >.

15 Type 400-FT-002 in the New INSTR field.

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Assigning Project Standards

16 Click OK.
17 Click Finish.
18 Select 400-FT-002 from Instrument List view.
19 Select Tools > Delete Tag.
To delete the instrument tag.
20 An Information dialog will open.
21 Click Yes.

Another message dialog opens confirming removal of the component


links.
22 Click OK.

Observe the Status field for the tag is changed to DEL in the Instrument
List view.

Note: If DeleteTagNumbers = Yes, tags can be deleted/purged from


AutoPLANT P&ID. Also tags can be deleted/purged from Data Manager
and Instrumentation & Wiring unless the tag has been inserted onto a
P&ID or 3D model.

Note: If DeleteTagNumbers = No, tags deleted on a P&ID have their project


status changed to DEL and all links removed from database. But they
remain in the ProjDB and can be reused.

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System Queries

System Queries
The System Queries are views that were created to transfer data from the
database to the loop templates. They are not intended to be customized liberally.
The views should be carefully edited by the project administrator. Custom fields
that have been added to the database tables can be added to the query views so
that the data held in that field can be transferred to a template.

Note: Since no loops have been created in Layout Designer, the views will not contain
data.

Open the System Queries node and double-click on the DocTokensLoop view.
Scroll across the view and look at the fields provided. In the query shown above,
note the field names TSTRIP, L1, L2, LTN and TN. The TSTRIP field will contain the
name of the terminal strip. The L1, L2….fields will contain the link data which will
guide the software to place a graphic symbol on the template. The TN field will
contain the terminal number of the terminal strip. In this view there will be a
record for each terminal on a terminal strip, therefore these views can become
very large.

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Reports

Reports
The Reports node contains a list of all of the reports provided by Bentley. These
reports use the views as their data source. The reports can be easily modified
using Microsoft Access Report Builder. Fields from the views can easily be added
or deleted from the reports to access the data that is required by your company.

Expand the Reports node and double-click on the Instrument List report. In the
report shown above, note the TAG Number and Description are shown for the
instruments within the project. This report was set up to show the tag number
with the description listed below. This report could be customized to show the
description as a new column and then the description would be located next to
the tag number. A new report can be designed to show the data found in any
view within the project.

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Instrument Templates

Instrument Templates
The instrument templates are drawings that contain tokens that will extract the
data from the database and place onto the drawing. Bentley software provides
the drawings in multiple formats. The .DWG AutoCAD and .DGN Microstation
drawing formats are the most widely used. The templates provided will generate
drawings for loops, terminal connection, and card connection drawings among
others. Below is a template for a loop drawing.

1 Expand the Instrument Templates node.


2 In the Dwg folder find the xai.Dwg template.
3 Depending on your CAD format.
4 Right-click on the Xai template.
5 Select Edit from the context menu.
6 Select the Design tab to view the template.

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Electrical Templates

The template shown contains graphics and text. The advantage to having the
tokens as text is that your company drawings can be easily converted to
templates. The graphics will not change, and the text can be converted to tokens.
Note the tokens in the Junction Box column. If you look back at the System
Queries for DocTokenLoop, the data in the TSTRIP field would be used for the
token &I2b.TSTRIP and the data in the first TN field would be used for the token
&I2b1.TN. Tokens are explained in depth in the I&W help file.

Electrical Templates
The Electrical Templates, just as with the Instrument Templates, are CAD based
drawings with graphics and tokens. Bentley provides a Motor drawing and a
single line drawing. When motors and MCC cabinets are built in I&W, these
templates can be used to produce drawings for delivery.

Macros
Macros are available and use the Microsoft Access Macro Builder. Macros would
normally be created for data manipulation.

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Tables

Tables
The final node within the main Instrumentation & Wiring interface is the Tables
node.

Located within this node are the primary database tables relating to
Instrumentation. This is an interface for looking at the data within the tables.
Because of the relationships that are created between the tables when a new tag
is generated, you cannot add new data directly to these tables, but you can edit
existing data.

Expand the Tables node and double-click on the INSTR table. Note that all of the
instruments that have been created are located here. Browse across the fields
and note that data has been added to this table that was system generated.

Note: Fields that are grayed out are system fields and cannot be edited.

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Module Review

Module Review
Now that you have completed this module, let’s review what you have learned.

Questions:
1 Which command would you use to view the FT instruments only?
2 You should not add data to the tables directly, why?
3 Can you use your own drawings as a template?

Answers:
1 The filter command would be used to view the FT instruments only.
2 Data added to the table directly is data contained within that table only and is
not linked to the other necessary tables.
3 Yes, you can use your own drawings as templates; the text will have to be
changed to a token format so that it will pull the data.

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Module Review

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Layout Designer: Connecting
Components
Module Overview
Instrumentation & WiringIn this module, you are introduced to the Layout
Designer, which can be used to connect the individual components of a loop, as
well as to show existing connections between components. Components can be
created within Layout Designer just as they were in the main Instrument & Wiring
interface.

Module Prerequisites
• Working knowledge of Instrumentation.
• Six months experience with AutoCAD or Microstation.

Module Objectives
After completing this module, you will be able to:
• Create a new layout.
• Connect components on a layout.
• Allocate I/O to the instruments.

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Layout Designer: Connecting Components

Layout Designer: Connecting Components

Creating a Layout Drawing


Layout Designer is used to connect the individual components of a loop, as well as
to show existing connections between components. It can also be used to create
several types of layouts. For example, an area layout could be created to show
the connections between all instruments, field panels, and DCS cabinets in a
given area. A different layout could be created to show all field panels or card
panels in the project. A component can reside on more than one layout. You also
have the ability to copy and paste components from multiple layouts. Double-
clicking on a connected instrument opens the Loop Connection view to isolate
the connections of that instrument. Layout Designer also enables you to create
and edit components that are either on a layout or in a list within the Component
Bar. It should be noted that any component that can be built in the main
Instrumentation & Wiring interface can also be created in the Layout Designer
module. Several enhancements have been built into the V8i Edition. Assemblies
can be created of loop configurations and stored to be used within the current
project or with different projects. The dialogs have been opened up to allow you
more flexibility. You will be introduced to the new features within the exercises of
this module.

 Exercise 1: Create A Layout Drawing


1 Select Applications > Layout Designer.
2 Select Layout > New Layout.

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Layout Designer: Connecting Components

Note: The New Layout Wizard allows you to give your layout a name and
shows a list of all pre-existing layouts.
3 Type Analog Loops for Panel 200-JB-300 in the Description field.
4 Click Finish.
To create the first layout for the Training project. Layout Designer
displays.

Note: The Component Bar displays the loops that are associated with the
current project, as well as all individual instruments, cables, and panels.
From the Components Bar, tags can be added, modified, and deleted by
using the Actions toolbar within each of the tabs. The Component Bar
also displays the name of the active list. Layout Designer provides
options to display electrical and fieldbus components also. When you
select any of the available tabs, the toolbar icons change to reflect the
component currently in use.
5 Select the Instrumentation tab.
6 Select Instrument Loop tags.
7 Select 200-F-300 from the Instrument Loops list.
8 Hold down the left mouse button to drag the tag onto the layout near the
upper left-hand corner.

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Layout Designer: Connecting Components

9 Release the mouse button to place the graphics onto the layout.

Note: Notice that the cable tag graphics are green. From the following chart,
determine what the individual component colors represent.

Component Color Definition of Connections

Red No Connections

Green Source Connected, Destination


Unknown

Purple Source and Destination Known, No


Connections Made

Blue Source and Destination Known,


Source Connected

Yellow Source Disconnected

Grey Connected to Component on


Different Layout

Black Source and Destination Connected

Cyan Source Known, Destination Unknown,


Source not Connected

10 To illustrate the connection between an instrument and its cable, right-


click on the horizontal line that connects the graphics of instrument 200-
FT-300 and the graphics of the cable.

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Layout Designer: Connecting Components

11 Select Connect to Instrument 200-FT-300 from the context menu.

Note: The Connect dialogs enable you to create component to component


connections. These can be either multi-core cables or single-core
connections.

Dialog Task: Definition of Task:

Save changes Saves the defined connections without


closing the window.

Undo Changes Cancels all connections made and returns


window to the original condition
as it was when the window was opened or
the last save changes.

Show Connected instruments on Tstrip Opens the Instruments on Tstrip dialog and
shows all connections on the
terminal strip.

Show Connected Instrument on Cable Opens the Instruments on Cable dialog and
shows all connections on the
Cable.

Show card I/O List Opens the Card I/O List dialog to show all I/
O’s connected to the card.

Connect Connects the core or core set to the terminal


or terminal set.

Disconnect Disconnects the core or core set from the


terminal or terminal set.

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Layout Designer: Connecting Components

Dialog Task: Definition of Task:

Auto Connect to card Terminals Automatically connects all of the


instruments connected in the I/O list to the
card terminals by first locating the last
connected terminal for that
instrument.

Find Destination Connection Changes the Destination window to display


the destination of the connected
cable selected in the Source window.

Find Source Changes the Source window to display the


source of the connected cable
selected in the Destination window.

Edit Core List Displays the Edit Wire-Core List dialog which
allows the creation of
additional wire core colors and definitions.

Launch AutoConnect Displays the AutoConnect dialog which


enables viewing all instruments
connected to the source or incoming
terminal strip and of all instruments that
have been pre-allocated to cards that are
connected to the destination or
outgoing terminal strip. This button is
available only when connecting two
terminal strips together within the same
panel

Assign Instrument Tag Opens the Allocate Instrument dialog which


displays all instruments
available to be connected/disconnected to
the current panel.

Show/Hide Jumper Columns Opens the Select Jumper Column dialog to


allow jumper columns to be
viewed to the left or right of a source/
destination terminal strip window.

Automatically Update Coretags Set this checkbox to automatically populate


the Coretag1 and Coretag2
fields with the source and destination tags
for the selected cable.

Display Connected Set this checkbox to display the connected


Panel Number panel tag number within the
Source and Destination windows.

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Layout Designer: Connecting Components

Dialog Task: Definition of Task:

Use Source Terminal Strip Set this checkbox to enable selecting


internal Tstrips for panels
containing at least 2 strips to allow internal
panel connections.

Make R/R Connections Set this checkbox to allow right-right


connections to be made on the
terminal strips. It will open a RR&Term
column.

The Connect Source Cores For Cable dialog shows that the cable is
connected to the instrument as its source.
12 Close the dialog.
13 Select View > Detail Connection Window.

The Loop Connections window displays the loop in its present state.
14 Close the dialog.
15 Double-click on instrument 200-FT-300 on the layout.
The read-only view of the entire 200-F-300 loop displays as shown in the
following figure.

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Layout Designer: Connecting Components

Note: This feature becomes useful if the layout becomes cluttered with
components and you need to see the instrument loop connections
only.

16 Select View > Layout.


To return to the Analog Loops for Panel 200-JB-300 layout.

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Connecting Components

Connecting Components
In this section you are connecting instruments, field panels, and card panels. You
will also allocate I/O for the tags that were created earlier. Finally, you learn how
to internally wire your card panel.

 Exercise 1: Connect Instruments to a Field Panel


1 Select Field Panels from the Instrumentation tab within the Component
Bar.
2 Select 200-JB-300 from the Field Panels list.
3 Drag and drop the panel onto the layout.

Note: The junction box is color-coded red to indicate that no connections have
been made.
4 Select the 200-FT-300 cable graphic.

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Connecting Components

5 Click and hold the blue connection node, located in the center of the
graphic, and then drag the line to the panel graphic.

Note: The cable color code is now blue. This indicates the cable knows its
source and destination but only the source is connected. Also notice
that the new line between the cable symbol and the field panel symbol
has a node (click on the line and the node will appear).
6 Right-click on the right side of cable 200-FT-300.
7 Select Connect Cores in Panel 200-JB-300.

Note: This dialog displays the cable (and cores) in the left-hand pane (the
source), and the field panel (and terminals) in the right-hand pane (the
destination).

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Connecting Components

8 Select the Tset 1 box in the Destination window.


To make the terminal set active.
9 Select the Set 1 box in the Source window.
To activate the core set.
10 Click Connect.
To make the connection.

Note: Once the connection has been made, the connected terminal strip will
refer to the junction box terminal strip and the connected cable will
refer to the cable that has been connected.
11 Close the dialog.
12 Click Yes.
To save the changes.

Note: The cable color code is now black, indicating that the connections are
complete.

Note: It is not necessary to connect the entire pair at one time. By clicking on
the individual cores of the instrument, cores can be connected one at a
time. This will be useful in cross wiring.
13 Repeat steps 4-12 and connect 200-FY-300 to TS-1, Tset 9.
14 Click on 200-FT-300.
15 Select View > Detail Connection Window.

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Connecting Components

The Loop Connections for [200-F-300] dialog displays all connections for
the current loop.

Note: The Detail Connection Window provides a useful means of ensuring


connections are correct.

Note: Since 200-FY-300 is part of the 200-F-300 loop, by clicking on 200-FT-


300, all connected components of the loop are shown.
16 Close the dialog.

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Connecting Components

 Exercise 2: Connect the Field Panel to the Card Panel


1 Click Card Panels.
2 Select 200-DCS300 from the Card Panels list.
3 Drag and drop the panel onto the layout.

4 Click Instrument (Control) Cables to display the Instrument Cables list.


5 Select 200-JB-300 from the Instrument Cables list.
6 Drag and drop the cable onto the layout above and between the field
panel and card panel.
7 The following dialog opens.

8 Select 200-DCS-300 from the Cable Destination window.

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Connecting Components

9 Click Connect.

Note: The cable is colored purple. The purple coloring indicates that the cable
has a source and destination defined, but no cores have been
terminated.
10 Right-click the left side of the cable between the cable tag and the field
panel.
11 Select Connect Cores in Panel: 200-JB-300.

12 Hover your cursor over the blue text Cable [200-JB-300].


The cursor will change to the connect icon.
13 While holding down the left mouse button, drag the cursor to the top
terminal (1+) of TSet 1 in the Source window.

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Connecting Components

14 Close the dialog.


15 Click Yes.
Notice the cable color changes to blue (to indicate the source and
destination are known, and the source is connected).
16 Right-click the right side of the cable between the cable tag and the card
panel.
17 Select Connect Cores in Panel: 200-DCS-300.
18 The Connect Destination Cores For Cable [200-JB-300] dialog opens.
19 Select TB1 from the Tstrip list within the Destination window.

20 Hover the cursor over the blue text Cable [200-JB-300].


The cursor will change to the connect icon.
21 While holding down the left mouse button, drag the cursor to the top
terminal (1) of TSet 1 in the Destination window.

Note: Since there are more terminals than cores, the OAS from cable 200-JB-
300 will have to be disconnected and reconnected to the OAS for TB1.
22 Scroll down in the Destination window to terminal 25.
23 Double-click on terminal 25 to disconnect the OAS cable.
24 Scroll down in the Destination window to Tset 51 and select.
25 Select terminal 13 in the Source window.

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Connecting Components

26 Double-click on terminal 13 to connect.

27 Close the dialog.


28 Click Yes.

 Exercise 3: Allocate a Signal to a Card Channel

Note: This is a good exercise for engineers who would like to make the I/O
allocations without having to wait until the loop is fully connected.
1 Select 200-DCS300 from the layout.
2 Select Layout > Allocate I/O.

3 Ensure AI is selected from the filter list (in the left-hand pane).

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Connecting Components

4 Ensure DCS300/AI- 01-01 is selected from the Cards list.


5 Select 200-FT-300 from the left-hand pane.
6 Select Channel 1 (from the right-hand pane).
7 Click Connect.
Tag 200-FT-300 is now connected to the DCS300/AI-01-01 card.
8 Select P from the Priority list.
To set this as the Primary connection point. Instrumentation & Wiring is
capable of handling redundant systems.

9 Select AO from the filter list.


10 Select DCS300/AO-02-01 from the Cards list.

Note: Instrumentation & Wiring prompts you confirm the connection changes
by displaying the Connect Instruments to Card I/O List in Panel – [200-
DCS300] dialog.
11 Click Yes.
To save the connections and continue with the exercise.
12 Select 200-FY-300, and then connect to Channel 1.
13 Select P from the Priority list.
14 Click Save Changes.
15 Close the dialog.

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Connecting Components

 Exercise 4: Internally Wire the Card Panel


1 Select 200-DCS300 from the layout.
2 Select Layout > Connect Internal Panel Wires: 200-DCS300.

3 Select TB1 from the Tstrip list within the Source window.
4 Set Use Source Terminal Strips.

Note: The check box at the bottom of the dialog labeled Use Source Terminal
Strips. This option is available if no connections have been made to the
panel or within the panel. If the panel was created from scratch, this
option enables you to internally wire the cores.
5 Select DCS300/AI-01-01 from the Tstrip list within the Destination
window.

Hint: You can change the color of the vendor supplied cable being terminated
below by selecting it from the dropdown list located in the tool bar at
the top of the window. Doing this prior to making any terminations has
the best results.
6 Select Set 1 from the Destination window.
7 Double-click Set 1 from the Source window.
To make the connection.
8 Double-click Set 2 from the Source window.
9 Double-click Set 3 from the Source window.
10 Double-click Set 4 from the Source window.

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Connecting Components

11 Continue connecting all of the terminals for DCS300/AI-01-01.

12 Select DCS300/AO-02-01 from the Tstrip list within the Destination


window.
13 Click Yes.
To save the changes.
14 Select Set 1 from the Destination window.
15 Double-click Set 9 from the Source window.
16 Double-click Set 10 from the Source window.
17 Double-click Set 11 from the Source window.
18 Continue connecting all of the terminals.

19 Close the dialog.

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Connecting Components

20 Click Yes.
To save the changes.
21 Select panel 200-DCS300.
22 Select View > Detail Connection Window.
To view the card’s internal connections,
23 Select TB1 from the terminal strip list.

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Module Review

Module Review
Now that you have completed this module, let’s review what you have learned.

Questions:
1 What is the significance in color coding the cables on the layout?
2 What is one purpose of the detail connection view?
3 In the connection dialog, can you connect cores individually?

Answers:
1 The color codes give you an instant visual to determine if the cable has been
completely connected to both the source and destination.
2 The detail connection view gives a temporary graphical view of the loop to check
for completeness as well as accuracy.
3 Cores can be connected individually or in sets in the connection dialog.
Individually connected cores allows for cross wiring.

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Module Review

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Layout Utilities

Module Overview
In this module you will learn how to manipulate the components found on the
layout. You will add a border to the layout thus making it a document. You will
create an assembly of a component group and then create terminal strips and
cables outside of the loop dialog. You will create a new by defining the
components that will be on the layout. You will finally learn to copy and paste
components and to align the components so make the layout orderly.

Module Prerequisites
• Working knowledge of Instrumentation.
• Six months experience with AutoCAD or Microstation.

Module Objectives
After completing this module, you will be able to:
• Add a border to a layout.
• Create an assembly.
• Create terminal strips and cables.
• Create a detailed Layout.
• Copy and paste components.
• Align components on layout.

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Layout Designer Utilities

Layout Designer Utilities

Adding a borders
 Exercise 1: Adding a border to a layout
1 Select View > Documents Window.
2 Click on a blank space anywhere within the layout.

Note: The Documents dialog shows no defined documents. This because the
IWD border has not been assigned to the current layout.

3 Click New Document Tag Number.


To display the New Document dialog.
4 Change the Tag Code to N.
5 Type LAYOUT in the New Document field.
6 Click OK.
To return to the Documents dialog.
7 Select LAYOUT.
8 Click Document Properties.
9 Select iwd from the Type list.
10 Select b_border.iwd from the Template list.

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11 Change the file name to be LAYOUT.IWD.

12 Click OK.
To save the changes and close the Properties for Document dialog.
13 Close the Documents dialog.

14 Refresh the layout.


15 Zoom Out.

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Layout Designer Utilities

To view the entire border and contents.

16 After viewing the border, select File > Documents Window.


17 Delete the Layout document.

 Exercise 2: Adding a border to the Detail Connection Window


1 Right-click on 200-FE-300.
2 Select Edit Loop.
To display the Edit Loop dialog.
3 Select the Doc tab.
4 Click New from the Tags group box.
To display the Setup New DOC_REG Tag Types dialog.
5 Select N in the Tag Code field.
6 Click OK.
To display the New DOC_REG dialog.
7 Type CONNECTION in the New DOC_REG field.
8 Click OK.
9 Select CONNECTION from the Doc tab.
10 Select iwd from the Type list (within the Properties window).
11 Select b_border.iwd from the Template list.
12 Set the Print Range to All.
13 Click OK.

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Layout Designer Utilities

To save the changes and close the Edit Loop dialog.


14 Select 200-FE-300 from the layout.
15 Select View > Detail Connection Window.
16 Zoom Out.
Notice the b_border.iwd has been added to the Detail Connection
Window.

17 Close the Detail Connection Window.

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Layout Designer Utilities

Making an assembly
To preserve a complicated layout for future use, the assembly manager can be
utilized. The layout configuration is stored and can be placed on a different layout
at any time.

 Exercise 1: Making an assembly of components


1 Using a window, select all of the instruments, field and card panels and
any associated cables.

Note: Use the shift key to make additional windows.


2 Select Layout > Assembly Manager

Options: Definitions:

Project Standards Assemblies stored with the current project.

Other standards Assemblies stored outside of current


project.

Lead Assembly Launches the Browse for Folder dialog to


enable navigation to stored
assemblies located outside of project.

Insert Inserts the selected assembly into the


layout.

Create Activates the Specify Assembly Name dialog.


The new assembly is created
by typing a name into the AsemblyName
field and clicking OK.

Delete Deletes the selected assembly.

3 Set Project Standards.

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Layout Designer Utilities

4 Click Create.
To open the Specify Assembly Name dialog.
5 Type Flow Loop into the AssemblyName field.
6 Click Ok.
The software returns to the Select Assembly dialog with your new
assembly listed.

7 Highlight Flow Loop.


8 Click Insert.

9 Click OK.
To open the Edit Tags Numbers dialog.
10 Select the Group Name 200-F-300.
11 Click browse.
This will open the Edit Loop dialog so that you can give the components
new tag numbers.
12 Select 200-F-300.
13 Click Edit.

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Layout Designer Utilities

14 Modify the tag to be 200-F-700.


15 Change the Service from Refined Oil to Heat Exchanger to Oil Flow to
Cooler.
16 Change CONNECTION to CONNECT.
17 Click OK.
To close the Edit Loop dialog.
18 Select the Group Name 200-JB-300.
19 Click browse.
This will open the Edit Field Panel dialog so that you can give the
components new tag numbers.
20 Select 200-JB-300.
21 Click Edit.
22 Modify the tag to 200-JB-700.
23 Click OK.
24 Select the Group Name 200-DCS300.
25 Click browse.
This will open the Edit Card Panel dialog so that you can give the
components new tag numbers.
26 Select 200-DCS300.
27 Click Edit.
28 Modify the tag to 200-PLC700.
29 Click OK.
30 Click OK.
To close the Edit Tag Numbers dialog.
31 Click on a point on the layout below the 200-F-300 loop to insert the
graphics.

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Layout Designer Utilities

32 Refresh the view.

Component Bar
 Exercise 1: Filtering the component bar
1 Select the Instrumentation tab.
2 Select Instruments.
3 Type 200-FT* in the Like…window.

Note: As you type in the Like window, the list becomes active and filters down.

The Component bar shows the transmitter instruments only.

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Layout Designer Utilities

4 Select 200-FT-300.
5 Click Clear Filter.

Association
 Exercise 1: Associate an instrument to a loop
1 Select Create New Instruments.
2 Select Only New Instrument Tag.
3 Click Next.
4 Type 200-ALL-300.
5 Click OK.
6 Click Finish.

Note: You may have to select Refresh and All to view the new instrument.
7 Select 200-ALL-300.
8 Click Associate.

9 Set Loops.
10 Select 200-F-300.
11 Click OK.

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Layout Designer Utilities

Note: The instrument is now associated with the loop 200-F-300, but will still
need to have its terminal strip and cable defined.

 Exercise 2: Associate an instrument to a panel


1 Select Create New Instruments.
2 Select Only New Instrument Tag.
3 Click Next.
4 Type 200-AHH-300.
5 Click OK.
6 Click Associate.

7 Set Panels.
8 Select 200-JB-300.
9 Click OK.

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Creating and Designing Terminal strips and Cables

Creating and Designing Terminal strips and Cables


 Exercise 1: Create and design a new terminal strip
1 Drop instrument 200-ALL-300 onto the layout within the 200-F-300
grouping.

2 Select 200-ALL-300.
3 Click View > Tstrips Window.

4 Select New.
5 Select AT_TSTRIP from the Select Tagtype window.
6 Click OK.

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Creating and Designing Terminal strips and Cables

7 Type 200-ALL-300 into the New field.


8 Click OK.
9 Select 200-ALL-300.
10 Click Design.
11 Add 3 terminals.
12 Click OK.
13 To return to the Tstrips dialog.

 Exercise 2: Create and design a new cable


1 Select Instrument cables.
2 Select Create New Instrument Cables.
3 Select AT_CABLE.
4 Click OK.
5 Type 200-ALL-300 in the New Control Cable Tag Number field.
6 Click OK.
7 Drag and drop cable 200-ALL-300 onto the layout next to the 200-ALL-300
graphic.
8 Select 200-ALL-300 as the Cable Source.
9 Select 200-JB-300 as the Cable Destination.
10 Click Connect.

11 Select View > Tstrips Window.

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Creating and Designing Terminal strips and Cables

Note: The dialog has now converted to a cable dialog providing the ability to
design the cable outside of the Edit Loop dialog.

12 Add a 3 core cable.


13 Click OK.
To return to the Cable Window.
14 Right-click on the left cable between instrument and cable graphic.
15 Select Connect to Instrument from the context menu.
16 Connect cable 200-ALL-300 to the instrument terminal strip in the
Connect Source dialog.
17 Close dialog and save connections.

18 Right-click on the right cable between the cable graphic and the field
panel.
19 Select Connect Cores from the context menu.

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Creating and Designing Terminal strips and Cables

20 Connect cable to TS-1 row set 2.


21 Close dialog and save connections.

22 The Instrument has been successfully connected to the junction box.

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Creating New Layouts

Creating New Layouts


 Exercise 1: Creating a component defined layout
1 Select Create New Layout.
2 Type Area 700 in the Description field.
3 Click Next.
4 With Instruments set in the Components group box, select 200-FT-700
and 200-FY-700.
5 Add the selected items to the Selected Components window.
6 Set Instrument Cables.
7 Select 200-FT-700, 200-FY-700 and 200-JB-700.
8 Add them to the Selected Components window.
9 Set Panels.
10 Select 200-JB-700.
11 Add it to the Selected Components window.
12 Set PLC/DCS Cards.
13 Select 200-PLC700.
14 Add it to the Selected Components window.

15 Click Finish.

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Creating New Layouts

16 Select layout Area 700 from the layout list.

Note: The connections are already complete because the 200-F-700 loop was
an assembly that was inserted into the Training Analog Loops for Panel
200-JB-300. Non-connected components can be added to the layout
and will have to be connected manually.

 Exercise 2: Aligning components on layout


1 Select Analog Loops for Panel 200-JB-300 from the layout list.
2 Zoom out.
So that all components on layout can be viewed.
3 Place a window around the left side of the instrument graphics.
4 Select Tools > Align Left.
5 Select the left side of the cable graphics.
6 Select Tools > Align Left.
7 Select the left side of the field box graphics.
8 Select Tools > Align Left.
9 Select the right side of the card panel graphics.

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Creating New Layouts

10 Select Tools > Align Left.

 Exercise 3: Copy and Paste Components


1 Select layout Area 700 from the layout list.
2 Select Field Panels.
3 Drag and drop field panel 200-JB-301 onto the layout.
4 Select Instrument Loops.
5 Drag and drop 100-T-100 onto the layout.
6 Connect cable 100-TT-100 to TS-1 Tset 1 in 200-JB-301.
7 Close dialog and save the connections.

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Creating New Layouts

8 Place a window around the 100-TT-100 instrument and cable graphics as


well as the graphic for field panel 200-JB-301.
9 Select Layout > Copy.
10 Switch to layout Analog Loops for 200-JB-300.
11 Select Layout > Paste.
12 Move graphics and align with other components on layout.

 Exercise 4: Edit Layout Definition


1 Select Edit Layout Definition.
2 Change layout description of Analog Loops for Panel 200-JB-300 to
Analog Loops.

3 Click OK.

 Exercise 5: Deleting a layout.


1 Select layout Area 700.
2 Select Delete Selected Layout.
3 Click Yes.
To delete.

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Module Review

Module Review
Now that you have completed this module, let’s review what you have learned.

Questions:
1 Why was the description changed on the layout?
2 Do terminal strips and cables have to be created and designed within the
new or edit loop dialogs?
3 Can a component be shown on more than one layout?
4 Why would you want to place a border around a layout or a detailed
connection?

Answers:
1 The original description indicated that the components were specifically for 200-
JB-300 and when instrument 200-FT-312 was added, the description was no
longer valid.
2 No, within Layout Designer, you can create and design terminal strips and cables
via the Terminal Strip/Cable dialog.
3 Yes.
4 By placing borders around a layout or a detailed connection, they can
become tangible documents that could be distributed to maintenance for
a turn around.

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Instrumentation Drawings

Module Overview
In this module, you are introduced to the CAD drawing generation features of
Instrumentation & Wiring. These drawings fall into three categories; auto-
generated drawings for loop and panel connection details, template-based loop
and panel diagrams, and IWD drawings to make quick loops from the layouts.

Module Prerequisites
• Working knowledge of Instrumentation.
• Six months experience with AutoCAD or Microstation.

Module Objectives
After completing this module, you will be able to:
• Create auto-generated loop drawings.
• Create auto-generated panel drawings.
• Copy templates.
• Modify templates.
• Delete templates.

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Instrumentation Drawings

Instrumentation Drawings
In this section you learn to create an auto-generated loop based.

 Exercise 1: Creating an Auto-Generated Loop Drawing


1 Launch Instrumentation & Wiring.
2 Launch Layout Designer.
3 Select the Analog Loops layout.
4 Select View > Documents Window.
5 Select 200-FT-700 from the layout.

6 Select 200-F-700.
7 Select Properties.
8 Select .dwg as the Type.
9 Select Loopcon.dwg as the Template.
10 Set the Print Range to All.
11 Click OK.
12 Click Regenerate/Save Document.

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Instrumentation Drawings

13 Click View Document.

Note: The LOOPCON.DWG template is a blank template which is generated


based on the data of the loop. This template can eliminate the need for
multiple templates.
14 Select File > Exit.
To close the Preview window.
15 Close the Documents for Loop dialog.

 Exercise 2: Assign Symbols To The Instruments


1 Right-click on instrument 200-FT-700.
2 Select Edit Loop: 200-F-700.
3 Select the Instr tab.
4 Select 200-FT-700.

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Instrumentation Drawings

5 In the Loop Properties window, click browse in the Loop Symbol field.

6 Scroll down in the Files window to find symbol fd-tr2.dwg.


7 Click OK.
The symbol has now been assigned to the instrument for auto generated
drawings.
8 Repeat steps 5 thru 7 for instrument 200-FY-700.
9 Save and close the Edit Loop dialog.
Preview the drawing using the steps in Exercise 1.

 Exercise 3: Creating an Auto-Generated Panel drawing


1 Select 200-JB-700.
2 Select View > Documents Window.
3 Select 200-JB-700 in the Documents for Panel window.

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Instrumentation Drawings

4 Click Regenerate/Save Document.


5 Click View Document.

6 Select File > Exit.


To return to the Documents for Panel dialog.
7 Close the Documents for Panel dialog.

Note: The steps are the same for creating an auto-generated loop or an auto-
generated panel. The difference is in the properties of the document as
shown below. The Doc Application determines what type of document
will be generated as well as the template selected.

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Templates

Templates
 Exercise 1: Opening a Template
1 Selecting Actions > Exit.
To close Layout Designer and return to the main Instrumentation & Wiring
interface.
2 Expand the Instrument Templates node.
3 Expand the DWG node.

4 Select Xaiao.dwg from the DWG templates.


5 Right-click to select Edit from the context menu.

6 Click Design.
To launch Template Generator and display the Templates Settings dialog.
7 Click Done.

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Templates

The drawing Xaiao opens in AutoCAD.

Note: This drawing represents a typical Bentley-supplied template. The


template has two instruments (an input instrument and an output
instrument), and can be used for the flow control loop that was created
in previous chapters.
8 ZOOM IN to the drawing as shown below.

9 Type DDEDIT in the Command line.


10 Press Enter.
The prompt Select an annotation object or [Undo] displays.
11 Select the token &I2a.ITYP.

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Templates

The text is highlighted as shown below.

Note: The screen captures documented in this material represent ACAD 2006
operating in the Windows XP environment. If you are not running this
version and environment, your AutoCAD dialogs may vary from what is
presented.

Note: The "&" character directs the software to extract information from the
database. The "I" character indicates that the data is an instrument. The
"2" character indicates that the data is located second in order within
the database. The "a" character indicates the data is in connection
position A. The “ITYP” characters indicate the field in which the data
resides. For a better understanding of tokens, refer to the Template
Generator on-line help.
12 Press Esc.
To cancel the DDEDIT command
13 Type LIST at the Command line.
14 Press Enter.
15 The prompt Select objects: displays.
16 Select the instrument bubble around &I2a.ITYP.
Notice that it is a circle, and not a block. Because the templates are just
lines, circles, and text, any customer drawing can be used as a template.
17 Press Esc.
To cancel the LIST command.
18 Zoom Out to the full extents of the drawing.

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Templates

Practice zooming in and out of the drawing to become familiar with the
different types of tokens on the drawing.
19 Select File > Exit.
To close the drawing.

Warning: Do not save any changes you may have made.

 Exercise 2: Create a new template from an existing template


1 Right-click on Xaiao.dwg.
2 Select New.
3 Select From current Template: Xaiao.dwg.
4 Click OK.

5 Type Xaiao_Modified in the Name field.


6 Type Modified Analog Input-Analog Output Loop in the Description field.
7 Click OK.
8 Right-click on Xaiao_Modified.dwg in the templates list.
9 Select Edit.
10 Click Design in the Edit Template dialog.
AutoCAD opens Template Generator.
11 Set Auto Generate to NO.
12 Click Done in the Template Settings dialog.
13 Note that there are 2 Marshalling Panel columns. Minimize AutoCAD and
launch Layout Designer from Instrumentation & Wiring.
14 Select 200-FT-700.
15 Select View > Detail Connection Window.

Note: The detail connection that there is a field panel and a card panel. The
template needs to be modified to reflect the loop. Make note of the
headers in the detail connection window. The A, B, C and D headers
relate directly to the loop.

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Templates

16 Maximize AutoCAD.
17 Zoom in around the “C” column.
18 Remove the graphics and text.
19 Move “D” graphics to center of column.
20 Using the DDEDIT command, change all tokens with a “d” reference to
“c”.
21 Change the token text on the left side of terminal strip from “c” to “b”.

Hint: If you are unsure of what the token should be, maximize Layout Designer
and the Detail Connection Window. Hover the cursor over the terminals
and the token will appear.
Xaiao_Modified.dwg appears as below.

 Exercise 2: Add a New Document to Loop 200-F-700


1 Select View > Instrument List.
2 Select 200-FT-700 from the Instrument List.
3 Select View > Documents Window.
To display the Documents for Loop dialog.
4 Click New Document Tag Number.
To display the New Document dialog.
5 Select N from the list located in the Status group box.
To change the tag format.
6 Type Flow Loop in the New Document field.

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Templates

7 Click OK.
8 To create the new document and close the New Document dialog.
You have now created a new document for loop 200-F-700.

9 Select Flow Loop.


10 Click Document Properties.
11 Type Loop Diagram in the Description field.
12 Select Xaiao_Modified.dwg from the Template list.

13 Select All from the Print Range list.

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Templates

Note: This dialog enables you to select a range of terminals or cores to be


printed on the current document. There is no limitation to the number
of terminal strips that can be selected.
14 Click OK.
To accept the selection and return to the Properties for Document dialog.
15 Click OK.
16 To accept the changes made in the Properties for Document dialog and
return to the Documents for Loop dialog.
17 Select Flow Loop.
18 Click Preview Document.

19 Select File > Exit.


20 Close the Documents for Loop dialog.

 Exercise 3: Deleting a Template from a Loop


1 Select 200-FT-700 from the Instrument List.
2 Select View > Documents Window.
3 Select CONNECT.
4 Click Delete Document.
5 Click Yes.
To confirm deletion.

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Module Review

Module Review
Now that you have completed this module, let’s review what you have learned.

Questions:
1 Can a loop have more than one document?
2 How does the software know which template to use to auto-generate a
drawing for a component?
3 What does the “&” stand for in the token, the numeral?

Answers:
1 Yes, a loop can have multiple documents assigned to it.
2 The Doc Application property and the template selected determine how the
autogenerated document is created?
3 The “&” directs the software to search the databases, the numeral tells
the software the order of the component it needs to pull.

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Module Review

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Powered Instrument Loop

Module Overview
In this module, you are introduced to some of the electrical features of Bentley
Instrumentation & Wiring. You create a powered level transmitter and connect it
to a distribution board for the instrument’s power supply. You also connect the
level transmitter into an existing analog junction box.

Module Prerequisites
• Working knowledge of Instrumentation.
• Six months experience with AutoCAD or Microstation.

Module Objectives
After completing this module, you will be able to:
• Create signal and power supply terminals.
• Create a power supply cable.
• Add an electrical cable to the layout.
• Connect the electrical cable.
• Create a power distribution board.
• Create a power terminal strip.
• Create a distribution board cable.
• Add the electrical panel to the layout.

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Creating a Powered Loop

Creating a Powered Loop


In this section, you build a new loop from an existing standard, and then modify
the loop to meet the specific needs. Once the loop has been generated, you
create power supply terminals, and create a new power cable.

 Exercise 1: Create a New Loop from Standards


1 Launch Layout Designer.
2 Select the Instrumentation tab.
3 Click Instrument Loops.
4 Select Tools > New Tag.
To display the New Instrument Loop – Step 1 dialog.
5 Set From Standards.
6 Click Next >.
7 To display the New Instrument Loop – Step 2 dialog.
8 Click Select From.

9 Set System Library.


10 Click OK.
11 Select LT from the list of standards available in the New Instrument Loop –
Step 2 dialog.
12 Click Next >.
13 Type 200-L-300 in the Loop Tag field.
14 Click OK.

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Creating a Powered Loop

15 Click Finish.

16 Type Powered Level Transmitter Loop in the Service Description field.

 Exercise 2: Create Signal and Power Supply Terminals


1 Select the Tstrip tab.
2 Select 200-LT-300.
3 Click Design.

Note: The existing signal terminals are displayed with the + and – terminals as
part of TSet 1.
4 Select TSet 1.
5 Click Insert from the Terminal Set group box.
6 Type L, N and G into the Term column for each respective row.

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Creating a Powered Loop

7 Click OK.

Note: The new power terminals have been inserted as TSet 1 and the signal
terminals how been moved down to TSet 2.
8 Click OK.
To save the changes and close the Edit TSTRIP [200-LT-300] dialog.
9 Click OK.
To save loop 200-L-300.

 Exercise 3: Create a Power Supply Cable


1 Select the Electrical tab.
2 Click Electrical Cables.
3 Click Create New Electrical Cables.
4 Set the Tag Code to T-N.
5 Type PWR-001 in the New Electrical Cable Tag Number field.
6 Click OK.

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Add Loop to the Layout

Add Loop to the Layout


In this section, you add the new powered loop to the existing layout (Analog
Loops). You will add the electrical cable to the layout and design the cores. Finally
you will connect the electrical cable to the instrument.

 Exercise 1: Add a Transmitter to the Layout


1 Select the loops 200-F-700 and 200-FT-700 on the layout.
2 Move these components down on the layout as shown.

3 Select the Instrumentation tab.


4 Click Instruments.
5 Drag and drop 200-LT-300 onto the layout beneath 200-F-300.

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Add Loop to the Layout

6 Arrange the symbols so that the layout appears similar to the figure.

 Exercise 2: Add an Electrical Cable to the Layout


1 Select the Electrical tab.
2 Click Electrical Cables.
3 Drag PWR-001 onto the layout below the 200-LT-300 cable.
To display the Connect Cable dialog.
4 Select 200-LT-300 as the Cable Source and leave the Cable Destination
blank.

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Add Loop to the Layout

5 Click Connect.

6 Right-click on the line connecting cable PWR-001 to 200-LT-300.


7 Select Connect to Instrument.

This dialog displays because the cores for cable PWR-001 have not yet
been defined.
8 Click OK.
9 Click OK.
To close the Connect Cores For Cable dialog
10 Select View > Tstrips Window.
11 Select PWR-001.

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Add Loop to the Layout

Note: The Tstrips Window displays terminal strip tags when instruments and
panels are selected on a layout. When a cable is selected, the Tstrips
Window changes to become a Cables window.
12 Select PWR-001 from the Cable dialog.
13 Click Design.
To display the Edit Cable [PWR-001] dialog.
14 Add three cores as shown below.

15 Click OK.
To return to the Edit Cable [PWR-001] dialog.
16 Click OK.
To save changes and close the Edit Cable [PWR-001] dialog.
17 Close the Cable dialog.

 Exercise 3: Connect the Electrical Cable


1 Right-click on the line connecting cable PWR-001 to 200-LT-300.
2 Select Connect to Instrument.
To display the Connect Source Cores For Cable [PWR-001] dialog.

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Add Loop to the Layout

3 Connect Cable PWR-001 Set 1 to Instrument Tstrip 200-LT-300 Tset 1.

4 Click Save Changes.


5 Close the Connect Source Cores For Cable [PWR-001] dialog.

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Creating an Electrical Panel

Creating an Electrical Panel


In this section you learn to create an electrical panel to act as a power distribution
board for the level transmitter. You also learn to create the power terminal strip,
the distribution board cable, and then you add the panel to the layout and make
the connections.

 Exercise 1: Create a Power Distribution Board


1 Select the Electrical tab.
2 Click Electrical Panels.
3 Select Tools > New Tag.
To display the New Electrical Panel – Step 1 dialog.
4 Set From Scratch.
5 Click Next >.
6 Type Power Distribution Board in the Electrical Panel Remarks field.
7 Click Next >.
8 Select T-N from the Cable Type Tag Code list.
9 Click Next >.
10 Type 200-DB-01 in the New Electrical Panel – Step 3 field.
11 Click OK.
To display the New Electrical Panel – Step 4 dialog.
12 Click Finish.

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Creating an Electrical Panel

 Exercise 2: Create a Power Terminal Strip


1 Select the Tstrip tab.
2 Select Tstrip 200-DB-01.
3 Click Edit.
To display the Edit TSTRIP dialog.
4 Set the Tag Code to T-N.
5 Type PTS-01 in the Edit TSTRIP field.
6 Click OK.
7 Select the terminal strip PTS-01.
8 Click Design.
9 Click Add.
10 Define the terminal set as shown below.

11 Click OK.
To create the terminals and return to the Edit TSTRIP dialog.
12 Click Add.
To display the Add Terminal Set dialog to add an overall ground.

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Creating an Electrical Panel

13 Define the overall ground as shown below.

14 Click OK.
15 Add the links using the Links toolbar as shown below.

16 Click OK.
To return to the New Electrical Panel dialog.

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Creating an Electrical Panel

 Exercise 3: Design the Distribution Board Cable


1 Select the Cable tab.
2 Select DB-01.
3 Click Design.
4 Click Add.
5 Define the cores as shown below.

6 Click OK.
To return to the New Cable dialog.
7 Click OK.
To return to the New Electrical Panel dialog.
8 Verify that the cable DB-01 has panel 200-DB-01 specified as its Source
(within the Cable Properties window).
9 Click OK.
To save the new electrical panel.

 Exercise 4: Add the Electrical Panel to the Layout


1 Drag and drop 200-DB-01 from the Electrical Panels list onto the layout to
the right of cable PWR-001.
2 Select DB-01 from the Electrical Cables list onto the layout to the right of
panel 200-DB-01.
3 Right-click on the line between DB-01 and 200-DB-01.
4 Select Connect cores in panel.

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Creating an Electrical Panel

5 Terminate the cores of cable DB-01 onto terminals L1, N1, and G1 on PTS-
01.

6 Click Save Changes.


7 Close the Connect Source Cores For Cable dialog.
8 Select cable PWR-001 from the layout.
9 Drag and drop the connection node onto electrical panel 200-DB-01.

10 Right-click on the right side of cable PWR-001.


11 Select Connect Cores in Panel.
To display the Connect Destination Cores For Cable dialog.
12 Terminate PWR-001 onto terminals L1, N1, and G1.

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Completing the Loop

13 Click Save Changes.


14 Close the Connect Destination Cores For Cable dialog.

Completing the Loop


In this section you connect the level transmitter into junction box 44-JBA-300,
and create a new loop document.

 Exercise 1: Connect the Level Transmitter to the Junction Box


1 Select cable 200-LT-300 from the layout.
2 Drag the connection node onto field panel 200-JB-300.

3 Right-click on the right side of cable 200-LT-300.


4 Select Connect Cores In Panel.
To display the Connect Destination Cores For Cable dialog.
5 Connect cable 200-LT-300 onto terminals 3+, 3-, and SCR.
6 Click Save Changes.
7 Close the Connect Destination Cores For Cable dialog.
8 Select instrument 200-LT-300 from the layout.

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Completing the Loop

9 Select View > Detail Connection Window.

All connections for loop 200-L-300 are now shown.


10 Close the Detail ConnectionWindow.

Note: All connections from the level transmitter to the analog input card have
been automatically assigned because the junction box, multi-core cable
and card panel had been pre-connected and terminated.

 Exercise 2: Create A New Document


1 Select instrument 200-LT-300 from the layout.
2 Select Layout > Edit Loop.
3 Select the Doc tab.
4 Click New.
To display the Setup New DOC_REG Tag Types dialog.
5 Select N from the Tag Codes field.
6 Click OK.
To display the New DOC_REG dialog.
7 Type POWER LOOP in the New DOC_REG field.
8 Click OK.
9 Select POWER LOOP from the Doc tab.
10 Select Xpai.dwg from the Template list.

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Completing the Loop

11 Set the Print Range to ALL.


12 Click OK.
To save these changes and close the Edit Loop dialog.
13 Select instrument 200-LT-300 from the layout.
14 Select View > Documents Window.
15 Select POWER LOOP.
16 Click Preview Document.

17 Selecting File > Exit.


18 Close the Documents for Loop dialog.

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Module Review

Module Review
Now that you have completed this module, let’s review what you have learned.

Questions:
1 Why did you insert the new terminal set instead of add it?
2 Why did you type ELECT into the Cable Application field?

Answers:
1 It does not matter if you insert or add a terminal set; the terminal set was
inserted in this case so the layout would show the distribution panel above the
field panel.
2 ELECT was typed into the Cable Application field so that the cable would
be shown as an electrical cable instead of an instrument cable.

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Copyright © 2010 Bentley Systems, Incorporated
Intrinsically Safe Loop

Module Overview
In this module, you learn how to create an intrinsically safe loop. This loop
requires building a device in a field panel then cross-wiring the device to the loop.

Module Prerequisites
• Working knowledge of Instrumentation.
• Six months experience with AutoCAD or Microstation.

Module Objectives
After completing this module, you will be able to:
• Place jumpers.
• Create a device.
• Jumper terminals.
• Connect to a device.

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Building an Intrinsically Safe Loop

Building an Intrinsically Safe Loop


In this module you will build the intrinsically safe loop similar to the one shown
below.

 Exercise 1: Creating the Loop


1 Create a new instrument loop for 200-TT-301 from the system standard
TT.

 Exercise 2: Creating the New Field Panels.


1 Select Field Panels.
2 Select New Field panel.
3 Set From Scratch.
4 Type Intrinsically Safe Barrier Panel in the Field Panel Remarks field.

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Building an Intrinsically Safe Loop

5 Click Next >.


6 Click Next >.
7 Type 200-LJB-300 in the New Field Panel field.
8 Click Ok.
9 Click Finish.

 Exercise 3: Create the Intrinsically Safe Barrier


1 Select the Dev tab.
2 Click New.
To open the Setup New Device Tag Types dialog.
3 Select AT_DEVICE from the Device Tag Types list.
4 Select N from the Tag Codes list.

5 Click OK.
To close the dialog and open the New Device dialog.
6 Type ISB1 in the New Device field.
7 Click Ok.
8 Click Design.

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Building an Intrinsically Safe Loop

To open the Device Builder tool.

9 Using the arrows on the left and right, add two terminals to each side.

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Building an Intrinsically Safe Loop

10 Double-click on each of the terminals and change the text as shown.

 Exercise 4: Internally Connect the Barrier.


1 Click Connect.
2 Select terminal 11 and terminal 13.
3 Click Connect Device Terminals.
To interconnect the terminals.
4 Select terminal 12 and terminal 14.

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Building an Intrinsically Safe Loop

5 Click Connect Device Terminals.

6 Click OK.
7 Select the Cable tab, click Design and then click Add.
8 Set the Cores to 2.
9 Set the Repeat to 8.
10 Type 1 and 2 respectively in the Core field.
11 Click OK.
12 Click OK.
To return to the New Field Panel dialog.
13 Click OK.
To save and close the New Field Panel Dialog.
14 Create another new field panel from scratch.
15 Type Isolated 24VDC Power Source in the Field Panel Remarks field.
16 Type 200-PS-301 as the field panel number.

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Building an Intrinsically Safe Loop

17 Design the terminal strip as shown below.

18 Design the cable as shown below.

19 Click OK.
20 Click OK.
21 To return to the New Field Panel dialog.
22 Click OK.

 Exercise 5: Editing the Existing Junction Box 200-JB-301


1 Select the Field Panels.
2 Highlight the junction box 200-JB-301.
3 Select Edit Tag.
The Edit Field Panel dialog opens.
4 Select the Tstrip tab.
5 Click New.
To open the Setup New Tstrip Tag Types dialog.
6 Set the Tag Codes to T-N.

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Building an Intrinsically Safe Loop

7 Leave the Also Create Cable set.

8 Click OK.
To open the New TSTRIP dialog.
9 Type TS-3 in the New TSTRIP field.
10 Click OK.
11 Select the Tstrip tab.
12 Select TS-3.
13 Click Design.
14 Click Add.
To open the Add Terminal Set dialog.
15 Modify as shown below.

16 Click OK.
To create the terminal strip and return to the Edit Terminal Strip dialog.
17 Click Add.
18 Add one terminal.
19 Type OAS in the Term field.

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Building an Intrinsically Safe Loop

20 Add links to the terminals as shown below.

21 Click OK.
22 Click New.
23 Clear Also Create Cable.
24 Type PS-1 in the New TSTRIP field.
25 Click OK.
26 Select PS-1 from within the Tstrip window.
27 Click Design.
28 Click Add.
29 Add the terminal sets as shown below.

30 Click OK.

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Building an Intrinsically Safe Loop

31 Add links as shown in the following figure.

32 Click OK.
To return to the Edit Field Panel dialog.
33 Select the Cable Tab.
34 Highlight TS-3.
35 Design as shown below.

36 Click OK.
37 Click OK.
To return to the Edit Field Panel dialog.
38 Click OK.
To save and close the Edit Field Panel dialog.

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Building an Intrinsically Safe Loop

 Exercise 6: Creating a new Card Panel 200-DCS301


1 Select the Card Panels.
2 Highlight 200-DCS300.
3 Select New Tag.
4 Create a new card from the system standard AB-AI,AO,AI,AI,AO.

5 Click Ok.
6 Select the tag type A-M.
7 Name the panel 200-DCS301.

8 Click OK.
To save and close the dialog.

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Connecting the Loop

Connecting the Loop


In this section you connect all of the components that were created.

 Exercise 1: Create a New Layout


1 Select Create New Layout.
2 Type Intrinsically Safe Loops in the Description field.
3 Click Finish.
4 Drag and drop all components of the loop onto the layout.

 Exercise 2: Internally Connecting 200-JB-301


1 Right-click on 200-JB-301.
2 Select Connect Panel.
3 Select TS-3 in the Destination Panel window.
4 Click on terminal F1.
A large downward arrow appears.
5 Drag the arrow down to terminal 2.
This will place a jumper between the two terminals.
6 Repeat step 4 and place jumpers from all fused terminals to the terminals
right below them.

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Connecting the Loop

7 Tstrip TS-3 displays.

Once the jumpers have been added, its time to cross wire the terminal
strips.
8 Connect terminal 1+ from PS-1 to terminal F1 on TS-3.
9 Connect terminal 1- from PS-1 to terminal 4 on TS-3.

10 Click Save.
11 Close the dialog.

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Copyright © 2010 Bentley Systems, Incorporated
Connecting the Loop

 Exercise 2: Connecting the Intrinsically Safe Barrier


1 Select the graphic for cable 200-TT-301.
2 Grab the center node and drag and drop onto 200-LJB-300.
3 Right-click on the new graphics line.
4 Select Connect Cores in Panel.
5 Select ISB1 from the Tstrip list in the Destination panel.

6 Connect the WH core of 200-TT-301 to terminal 11 of ISB1.


7 Connect the BK core of 200- TT-301 to terminal 12 of ISB1.
8 Save and close the Connect Destination Cores For Cable dialog.
9 Select Instrument Control Cables.
10 Drag and drop cable 200-LJB-300 onto the layout between 200-LJB-300
and 200-JB-301.
11 Select 200-JB-301 as the Cable Destination.
12 Click Connect.
13 Right-click on the connection between cable 200-LJB-301 and field panel
200-LJB-300.
14 Select Connect Cores in Panel.

Intrinsically Safe Loop 222 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
Connecting the Loop

To open the following dialog.

15 Select ISB1 from the Tstrip list in the Source Pane.


16 Connect terminal 13 of ISB1 to core 1 of cable 200-LBJ-301.
17 Connect terminal 14 of ISB1 to core 2 of cable 200-LJB-301.
18 Save and close the Connect Source Cores For Cable dialog.

Note: The barrier is now connected on both side and this can be confirmed by
looking at the detail connection view. The ISB1 shown in the detail
connection view will show a left connection and a right connection. The
right connection does not appear to be connected because the cable
has not been terminated on its destination side.

 Exercise 3: Completing the Connections


1 Select Field Panels.
2 Drag and drop 200-PS-301 onto the layout to the right of 200-JB-301.
3 Select Instrument Cables.
4 Drag and drop 200-PS-301 onto the layout between 200-PS-301 and 200-
JB-301.
5 Designate 200-JB-301 as the destination for cable 200-PS-301.
6 Right-click on cable 200-PS-301 between 200-PS-301.
7 Connect to terminal strip 200-PS-301.
8 Connect 1H to 1BK and 2N to 1WH.
9 Right-click on cable 200-PS-301 between 200-JB-301.

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Copyright © 2010 Bentley Systems, Incorporated
Connecting the Loop

10 Connect to terminal strip PS-1.


11 Connect 1BK to 1+ and 1WH to 1-.
12 Save and close the Connect Destination Cores For Cable dialog.
13 Click on the graphic for cable 200-LJB-300.
14 Drag and drop node onto 200-JB-301.
15 Connect core 1 of cable 200-LJB-300 to terminal 2 of TS-3.
16 Connect core 2 of cable 200-LJB- 300 to terminal 3 of TS-3.

17 Save and close the dialog.


18 Select Instrument Control Cable.
19 Drag and drop cable TS-3 onto the layout between 200-JB-301 and 200-
DCS301.
20 Designate 200-DCS301 as the destination for the cable.
21 Click Connect.
22 Right-click on the link between the cable TS-3 and the junction box 200-
JB-301.
23 Select Connect Cores in Panel.
24 Select TS-3 from the Tstrip list in the Source pane.
25 Connect core 1 of cable TS-3 to terminal 3 of TS-3.

Intrinsically Safe Loop 224 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
Connecting the Loop

26 Connect core 2 of TS-3 to terminal 4 of TS-3.

27 Save and close the Connect Source Cores For Cable dialog.
28 Right-click on the link between the cable TS-3 and DCS panel 200-DCS301.
29 Select Connect Cores in Panel.
30 Select AI-02-06 from the Tstrip list of the Destination pane.

31 Connect cores 1 and 2 of TS-3 to Tset 1 of AI-02-06 terminals 15V and A1.
32 Save and close the Connect Destination Cores For Cable dialog.
33 Select 200-TT-301.
34 Select View > Detail Connection Window.

Feb-10 225 Intrinsically Safe Loop


Copyright © 2010 Bentley Systems, Incorporated
Connecting the Loop

To view the connectivity of your new loop.

Intrinsically Safe Loop 226 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
Module Review

Module Review
Now that you have completed this module, let’s review what you have learned.

Questions:
1 How do you create a jumper on a terminal strip?
2 Where is a device created?
3 What step was not taken to fully complete this loop?

Answers:
1 Click the terminal and move the down arrow to the appropriate terminal to
create a jumper between the two terminals.
2 A device is created in the field panels.
3 The I/O was not connected.

Feb-10 227 Intrinsically Safe Loop


Copyright © 2010 Bentley Systems, Incorporated
Module Review

Intrinsically Safe Loop 228 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
Course Summary

Course Summary
You are now able to use the Bentley Instrumentation & Wiring application as a
tool to increase your productivity when creating instrumentation documents.

Now you will be able to:


• Navigate through the Instrumentation & Wiring application.
• Build Loop Components.
• Build Field and Card Panels.
• Manipulate Data .
• Connecting Components.
• Create Instrumentation Drawings.
• Build a Powered Loop.
• Build an Intrinsically Safe Loop.

Feb-10 229 Course Summary

Copyright © 2010 Bentley Systems, Incorporated


Course Review

Course Review
Now that you have completed this course, let’s measure what you have learned.

Questions
1 True/False: Loop tags can only be created within the Instrumentation views?
2 Does a terminal strip have to be designed within the New Loop or Edit Loop
dialogs?
3 How would you keep a collection of instruments on a layout to use again?
4 True/False: Applications are launched from the Instrumentation & Wiring
interface?
5 Can you modify multiple tags at once?
6 What components are used to build an instrument?
7 What is the Detail Connection Window used for?
8 Can a loop have more than one document?
9 How would you connect one instrument to two panels?
10 Can loops be shown on more than one layout?
11 How would you keep a loop with defined instruments, terminal strips and
cables?
12 What is an instrument terminal strip?
13 How would you create a terminal with multiple cable connections?
14 Is it possible to put a border on a layout so that it can be released as a
document?
15 If you needed a relay in a junction box, how would you show it?
16 What is a Card Panel?
17 Can instrument tags be added in the Layout Designer?
18 How can you tell if a component is connected on a layout?
19 Can two wires be placed on one terminal?
20 Can I/O be assigned to a tag without the instrument being connected to the I/O
panel?
21 Can you change the template for a tag?
22 Can devices be added to loops?

Course Summary 230 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
Course Review

Answers
1 False, Loop tags can be generated within the Instrumentation views as well as
the Layout Designer.
2 No, a terminal strip can be designed within the TSTRIP dialog.
3 By creating an assembly of the instruments, the layout can be used over and
over.
4 True, applications are launched from the Instrumentation & Wiring Applications
menu.
5 Yes, by selecting the instruments to be modified and then selecting the
properties icon, all of the instruments can be modified at once.
6 An instrument, instrument terminal strip and instrument cables make up an
instrument loop.
7 The Detail Connection Window is used to see the graphical connection of the
instruments.
8 Yes, a loop can have several documents.
9 By adding an additional terminal strip and cable, the instrument can be
connected to two separate panels.
10 Yes, loops can be shown on multiple loops.
11 Creating a loop standard will save the configuration of instruments, terminal
strips and cables for multiple use.
12 An instrument terminal strip is the connection points on an instrument available
for wiring.
13 Cloning the terminal will graphically show multiple cables tied to one terminal.
14 Yes, the layout and detail connection can both have borders assigned to them
and therefore become a document for delivery.
15 Create the relay as a device in the junction box.
16 A card panel is a panel containing multiple components like landing terminal
strips, power supplies, card racks and I/O cards.
17 Yes, new instrument tags can be added in either the Instrumentation & Wiring
interface or in the Layout Designer interface.
18 A component is fully connected if its color on the layout is black.
19 Yes, by cloning a terminal, two wires can be placed on a terminal.
20 Yes, if the tag is existing in the instrument list, it can be assigned I/O without
being connected to the I/O panel.
21 Yes, you can edit the templates via AutoCAD or Microstation.
22 Yes, relays and other devices can be connected and shown on the
Instrumentation & Wiring loops.

Feb-10 231 Course Summary


Copyright © 2010 Bentley Systems, Incorporated
Course Review

Course Summary 232 Feb-10


Copyright © 2010 Bentley Systems, Incorporated
Bentley FOUNDATION Fieldbus
Fundamentals
V8i (SELECTseries1)

Bentley Institute Course Guide

TRN011520-1/0002
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 other 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

©2000-2010 Bentley Systems, Incorporated.


MicroStation ©1998 Bentley Systems, Incorporated.
All rights reserved.

Bentley FOUNDATION Fieldbus Fundamentals 234 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Course Overview

Course Description
FOUNDATION fieldbus is an all-digital, serial, two-way communications system
that allows the connection of intelligent field instruments to a DCS system.

Fieldbus technology replaces the expensive, conventional 4 - 20 mA wiring in the


field and enables bi-directional data transmission. The entire communication
between the devices and the automation system as well as the process control
station takes place over the bus system. All operating and device data is
exclusively transmitted over the fieldbus.

The essential objectives in fieldbus technology are to reduce installation costs,


save time and costs due to simplified planning, and improve the operating
reliability of the system due to additional performance features.

This course will concentrate on building FOUNDATION Fieldbus segments


containing instruments, spurs, Megablocks (sometimes referred to as Bricks or
Field Termination Blocks) and trunk cables into an H1 I/O card.

Target Audience
This course is recommended for the following audience(s):
• Novice instrumentation designers and drafters who are familiar with
FOUNDATION Fieldbus concepts.
• The course could also be used as a refresher course for more advanced users
who have not used the software for a time.

Feb-10 1 Course Overview

Copyright © 2009 Bentley Systems, Incorporated


Prerequisites

Prerequisites
• Working knowledge of FOUNDATION Fieldbus Instrumentation design
concepts.
• A minimum of six months experience with either Bentley Microstation V8 or
AutoCAD.
• Completion of the Bentley Instrumentation and Wiring Fundamentals course.

Course Objectives
After completing this course, you will be able to:
• Design a Fieldbus Instrument.
• Create an association to an instrument loop.
• Create an association to Fieldbus Segment.
• Create a fieldbus panel.
• Design Bricks/Megablocks and Tstrips in the fieldbus panel.
• Design the internal cables for the fieldbus panel and segment trunk cables.
• Add and connect segment terminators inside the fieldbus panel.
• Save the fieldbus panel as a standard.
• Create a new fieldbus panel from a standard.
• Create a card panel.
• Create a landing strip in the card panel.
• Design the H1 card.
• Add a new H1 card to the existing panel.
• Connect components on a layout.
• Creating loops using Multiplexers.

Course Overview 2 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Modules Included

Modules Included
The following modules are included in this course:
• Building a FOUNDATION Fieldbus Segment.
• Building Fieldbus Panels.
• Building I/O Card Panels for H1 Cards.
• Layout Designer: Connecting Components.
• Using Multiplexers

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
Instrumentation & Wiring 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.

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.

Feb-10 3 Course Overview


Copyright © 2009 Bentley Systems, Incorporated
System Requirements

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

Course Overview 4 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Installing the Training Project

Installing the Training Project


Prior to starting FOUNDATION Fieldbus, 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.

 Exercise: Installing the Training Project


1 Make sure all AutoPLANT applications are closed.
2 Download the file AP_FV8i_FB.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.

Feb-10 5 Course Overview


Copyright © 2009 Bentley Systems, Incorporated
Installing the Training Project

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.

Course Overview 6 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
FOUNDATION Fieldbus Features

FOUNDATION Fieldbus Features

Composite Drawings
The different types of Fieldbus Segment templates included in the software are
illustrated by the four composite drawings below. You will become more familiar
with these drawings as the training progresses. Composite drawings now bring
the best of both worlds from previous versions, consisting of both Template and
Auto generation. Merging the AutoGEN and Template together was our initiative
to save both template numbers and variations within network/segment design.

Double Brick with External Terminator.dwg (Generated


Drawing shown below)

Feb-10 7 Course Overview


Copyright © 2009 Bentley Systems, Incorporated
FOUNDATION Fieldbus Features

Double Brick with Internal Terminator.dwg (Template)

Single Brick with External Terminator.dwg (Template)

Course Overview 8 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Network Topologies

Single Brick with Internal Terminator.dwg (Template)

Network Topologies
The functionality with Bentley Instrumentation and Wiring has been designed to
support Daisy chain and tree topologies.

Feb-10 9 Course Overview


Copyright © 2009 Bentley Systems, Incorporated
FOUNDATION Fieldbus Terminology

FOUNDATION Fieldbus Terminology


Here are some common Fieldbus protocol terminologies to refer to throughout
your training and onward progression with FOUNDATION Fieldbus (FF):
• Brick: a fully connectable passive junction located on the bus.
• Bus: an H1 Fieldbus cable between a host and field devices connected
to multiple segments, sometimes through the use of repeaters.
• Deterministic: the ability to measure the maximum worst-case delay in
delivery of a message between any two nodes in a network. Any
network protocol that depends on random delays to resolve
mastership is nondeterministic. Ethernet is sometimes commonly
nondeterministic. If you have ever heard someone complaining their
Internet bandwidth is horrible some days at home, that would mean a
fluctuation in communication; there is no guarantee on the speed and
transmitting of data in a consistent manor.
• Fieldbus: a digital, two-way, multi-drop communication link among
intelligent measurement and control devices. It serves as a Local Area
Network (LAN) for advanced process control, remote input/output and
high speed factory automation applications.
• FF: Foundation Fieldbus
• FISCO: Fieldbus Intrinsic Safe Concept. Allows more power to an IS
segment for approved FISCO devices, allowing for more devices per IS
segment.
• H1: a Fieldbus network operating 31.25kbit/second.
• H1 Field Device: a Fieldbus device connected directly to an H1
Fieldbus. Typical H1 Field Devices are valves and transmitters.
• H1 Repeater: an active bus-powered or non-bus-powered device used
to extend the range over which signals can be correctly transmitted
and received for a given medium. A maximum of four repeaters and/
or active couplers can be used between any two devices on an H1
Fieldbus network. Repeaters connect segments together to form
larger networks.
• Coupler: a physical interface between a trunk and spur, or a trunk and
a device.

Course Overview 10 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Building a FOUNDATION
Fieldbus Segment
Module Overview
In this module you will build a new FOUNDATION Fieldbus segment.

Module Prerequisites
• Working knowledge of FOUNDATION fieldbus Instrumentation design
concepts.
• Six months experience with AutoCAD or Microstation.

Module Objectives
After completing this module, you will be able to:
• Design a Fieldbus Instrument.
• Create an association to an instrument loop.
• Create an association to Fieldbus Segment.

Feb-10 245 Building a FOUNDATION Fieldbus Segment

Copyright © 2009 Bentley Systems, Incorporated


Building Fieldbus Components

Building Fieldbus Components


In this module, you learn how to build and modify FOUNDATION Fieldbus
segments and other components using the Instrumentation and Wiring interface.
You also learn how to store these components as project standards, and create
new FOUNDATION Fieldbus segments from the project standards.

For each component built in the Instrumentation and Wiring application, there
are parameters which define the components. The most important parameter is
the tag type. The tag type defines what type or class of component is being built.

There are many types of instruments. Examples include transmitters, control


valves, flow elements, etc. A transmitter uses the tag type AT_INST_, whereas a
control valve uses AT_CVALVE.

A new tag type for the FOUNDATION Fieldbus segment is AT_SEG_FF. The
FOUNDATION Fieldbus segment tag within Instrumentation and Wiring is similar
to the loop tag in that it defines the group of instruments, terminal strips and
cables that make up the segment.

There are also new types of terminal strips. An instrument terminal strip uses the
tag type AT_TSTRIP, but a landing terminal strip uses AT_LAND_TSTRIP. A new tag
type for FOUNDATION Fieldbus is the AT_FB_BRICK which will be used for the
brick/Megablock terminals.

The last tag type to be addressed is for the new FOUNDATION Fieldbus cabling.
The cabling is separated into three types, the spur AT_SPUR, the splice AT_SPLICE
and the trunk cable AT_TRUNK. These distinctions allow the users to easily sort,
filter, and group the different cable types. Instrumentation and Wiring also uses
the tag types to display the correct cables in specific views, reports and tabs
within the interface.

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Copyright © 2009 Bentley Systems, Incorporated
Building Fieldbus Components

 Exercise 1: Create a FOUNDATION Fieldbus Layout


1 Select Programs > Bentley > Plant V8i > Instrumentation from your
Windows Start menu.

2 Select Layout Designer.


3 Click No.
4 Select Create New Layout.
5 Type Fieldbus Layout in the Description field.

6 Click Finish.
7 Close Layout Designer.

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Copyright © 2009 Bentley Systems, Incorporated
Building Fieldbus Components

 Exercise 2: Create Instruments


1 Ensure the Instrumentation List is active.
2 Select Tools > New Tag.
3 Set Only New Instrument Tag.
4 Click Next >.

5 Type 100-TIC-202 in the New INSTR field.


6 Click OK.
7 Click Finish.
The tag is created.
8 Repeat steps to create tags 100-TE-202, 100-TV-202 and 100-TY-202.
9 Select Layout Designer.
10 Click YES.
11 Click Generate Loop Numbers.

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Copyright © 2009 Bentley Systems, Incorporated
Building Fieldbus Components

A new Loop number is generated for the 100-T-202 tags.

12 Click OK.

 Exercise 3: Create a New Fieldbus Segment


1 Select the Fieldbus tab from the Component Bar.
2 Select Fieldbus Segments.
3 Select Create New Bus Segments.

Note: The New Instrument Fieldbus Segment dialog presents five options:
three for creating a new instrument fieldbus segment group, one for
creating a new individual instrument tag and one for creating a new
individual fieldbus segment tag.
4 Set the From Scratch radio button.

Feb-10 249 Building a FOUNDATION Fieldbus Segment


Copyright © 2009 Bentley Systems, Incorporated
Building Fieldbus Components

5 Click Next >.

Note: The Document Template is disabled because the segment drawing is a


panel based drawing, not a segment group based drawing.
6 Type Area 100 Fieldbus Instruments into the Service Description field.
7 Click Next >.

Note: The cable that is generated for a fieldbus segment instrument does not
have the same tag types as those for regular Instrument cables.

Note: FOUNDATION Fieldbus instruments are connected to the bus segment


through a length of cable called a SPUR. A spur can vary in length from
3.28ft (1m) to 394 ft. (120m). Instrumentation and Wiring uses the tag
type AT_SPUR to indicate that a cable is a fieldbus spur cable and not a
regular instrument cable.

Note: A spur that is less than 3.28ft (1m) in length is called a SPLICE.
Instrumentation and Wiring uses the tag type AT_SPLICE to indicate
that a cable is a fieldbus splice cable.

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Copyright © 2009 Bentley Systems, Incorporated
Building Fieldbus Components

8 Click Next >.

9 Change the Tag Code to N.


10 Type SEGMENT1 in the New Instrument Fieldbus Segment - Step 3 field.
11 Click OK.

12 Type 100-TT-202 in the New Instr - Step 3 field.

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Copyright © 2009 Bentley Systems, Incorporated
Building Fieldbus Components

13 Click OK.

14 Click Finish.

The New Fieldbus Segment dialog opens with the All tab selected. It shows
that a segment tag, instrument tag, terminal strip tag, and cable tag have
been created. Although these components have a tag number allocated in
the database, the details for each have not been defined.
The All tab displays the contents of the segment, including the tag types
for each component. The Segment, Instr, Tstrip, Spur/Splice, and Doc tabs
display only components of that tag type. The properties for the selected
components are listed in the window along the right-hand side of the
dialog.
Notice the Auto Rename check boxes in the left-hand pane. If this
segment is saved as a standard and used as a template in creating future
segments, the components of the new segments will automatically inherit
new tag numbers for the components that have the Auto Rename check
box set. Additionally, if you change the name of the current segment
within this dialog, then all components of the loop will be automatically
renamed if the tag component parts match.

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Copyright © 2009 Bentley Systems, Incorporated
Building Fieldbus Components

To place a check in the Auto Rename check box, you must select the item
in the list and then click Setup. From the Tag Attributes dialog you and
change the value for the check box. You can also place a check mark next
to the component under its specific tab. For example check instrument
components while the Instr tab is selected.

Within the Standards group box there are two buttons, Build From and
Save As. The Build From button is used to select a standard from which the
current segment will be defined. The Save As button will save the current
segment configuration as a standard to be used again.
Within the Tags group box there are five buttons: New, Edit, Delete,
Remove and Setup. The New button will create a new tag within the loop,
the Edit button will allow you to edit the tag, the Delete button will delete
the selected tag from the project database, the Remove button will
remove the tag from the segment but not delete from the tag from the
database, and the Setup button will allow you to change the properties of
the tag.
The Design button will allow a user to design the terminal strip or the
cable for the segment and finally the Property View Options dialog will
allow user to change the fields listed in the properties window as shown
below.
15 Click Cancel.
The dialog closes.
16 Select the Instr tab.
17 Type Temperature Transmitter in the Description field of the Properties
window.
18 Select BUS_AI in the I/O Type field.

Feb-10 253 Building a FOUNDATION Fieldbus Segment


Copyright © 2009 Bentley Systems, Incorporated
Building Fieldbus Components

19 Select the Segment Symbol field browse button.

20 Set the Imperial radio button.


21 Select Segment Inst block.dwg in the Files list.
22 Click OK.

 Exercise 4: Design the Instrument Terminal Strip


1 Select the Tstrip tab.
2 Select 100-TT-202.
3 Click Design.

Building a FOUNDATION Fieldbus Segment 254 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Building Fieldbus Components

4 Click Add.

The Add Terminal Set dialog enables you to add new connection rows to
the current Tstrip. The Terminal window allows you to define the number
of individual terminals to be included in the new terminal set. The Repeat
window allows you to type the number of repeated connection rows to be
inserted into the current Tstrip in this field, or use the spinner button to
select the appropriate value.

Note: A row refers to an individual terminal and a row set refers to a group of
rows that are wired for one function. For example, a powered
instrument would have a row set of 3 rows for the powered cable and a
row set of 3 rows for the instrument cable. The row set definitions are
critical for building a loop in the Detail Connection Window and auto-
generated loops.
To select from a list of pre-defined standard row sets, click Build From to
display the Build From Standard Terminal Set dialog. To save the current
row set details as a standard which can be used as a template in building
new row sets, click Save As to display the Save as Standard Terminal Set
dialog. To copy the current row set terminal, click Copy. To clone the
current row set terminals, click Clone. To remove a row set from the
current Tstrip, place your cursor within the appropriate row, then click
Delete. After you are finished defining the details of the new connection
set, click OK to add the new terminals to the current Tstrip, or click Cancel
to abort the new terminal set insertion process. The Links toolbar enables
you to place graphical representations (no associated database
information) of links, fuses, and linked terminals.
5 Set the Terminal field to 3.
6 Ensure the Repeat field contains a value of 1.

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Copyright © 2009 Bentley Systems, Incorporated
Building Fieldbus Components

7 Click Build From.

This dialog enables you to select pre-defined terminal combinations.


8 Select AI from the list near the top of the dialog.
The selections are filtered to display only analog inputs.
9 Select +,- (with SCR Tied Back).
10 Click OK.

Note: The + and - have been added to the Term column. Also, the tie back
symbol in row 3, column 3 indicates that the SCR has been tied back.

Building a FOUNDATION Fieldbus Segment 256 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Building Fieldbus Components

11 Click OK.

12 Click OK.
The Edit Fieldbus Segment dialog is returned.

 Exercise 5: Design the Instrument Cable


1 Select the Spur/Splice tab.
2 Select cable tag 100-TT-202.
3 Click Design.

The New Spurs/Splice dialog displays conductor/core details of the cable,


and provides tools for modifying the composition of the cable. To select a
cable type from the cable catalog, select the manufacturer of the cable
from the Cable Manufacturer list, then select the cable type from the
Cable Type list.

Note: A core refers to an individual wire and a core set refers to a three strand
cable containing a hot, neutral and ground. The core set definitions are

Feb-10 257 Building a FOUNDATION Fieldbus Segment


Copyright © 2009 Bentley Systems, Incorporated
Building Fieldbus Components

critical for terminations within a loop in the Detail Connection Window


and auto-generated loops.
To create a new core set, click Add to display the Add Core Set dialog. To
edit the details of an existing core set, click Edit to display the Edit Core Set
dialog. To insert a new core set, place your cursor where you want to
insert the new core set, and then click Insert to display the Insert Core Set
dialog. To remove cable cores or a core set from the current cable, click
Delete to display the Delete Core(s) dialog. To save the current cable
details as a project standard, click Save As Standard; the Save Cable Type
As dialog displays.
4 Since no cable cores have been defined, click Add from the Core Set group
box.

The Add Core Set dialog enables you to add new cable cores to the current
cable. Use the Core spinner button to indicate the number of individual
cores to be included in the new Core Set. In the Repeat window type the
number of repeated cores to be inserted into the current cable in this
field, or use the spinner button to select the appropriate value. To copy
the current core set terminal, click Copy. To remove a core set from the
current cable, place your cursor within the appropriate row, and then click
Delete. After you are finished defining the details of the new core set, click
OK to add the new cores to the current cable, or click Cancel to abort the
new core set insertion process.
5 Set the Core field to 3.
6 Ensure the Repeat field contains a value of 1.
The Cores are created.
7 Type WH in the first row of the Core column.
8 Type BK in the second row of the Core column.

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9 Type SHD in the third row of the Core column.

10 Click OK.
The New Cable dialog is returned.
11 Click OK.
The New Loop dialog is returned.
12 Click OK.
The FOUNDATION Fieldbus segment data is saved and Layout Designer is
returned.

 Exercise 6: Associate Instruments to a Fieldbus Segment


1 Select the Instrumentation tab.
2 Select Instruments.
3 Select instrument 100-TY-202.

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Note: Only instruments directly connected to the brick are made part of the
segment. The remaining instruments will be part of the loop.

4 Select Associate.

Note: The dialog shows how many instruments will be associated with the
Loop, Segment or Panel as <Count: 4>.
5 Set the Segments radio button.
6 Select SEGMENT1.
7 Click OK.

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8 Select the Fieldbus tab.


9 Select Fieldbus Segments.
10 Select SEGMENT1.
11 Click Edit.
The dialog opens showing the 2 instrument tags.

 Exercise 7: Design the Instrument


1 Select the Instr Tab.
2 Set the Auto Rename check box for instrument 100-TT-202.
3 Select instrument 100-TY-202.
4 Select BUS_AO from the I/O field.
5 Select Segment Inst Block.dwg from the Segment Symbol field.

 Exercise 8: Design the Tstrips


1 Select the Tstrip tab.
2 Click New.
3 Click OK.
The defaults are accepted.
4 Type 100-TY-202 in the New TSTRIP field.
5 Click OK.
6 Select 100-TY-202.
7 Click Design.
8 Design the instrument terminal strip with 1 row set of 3 terminals labeled
+, -, (screen tied back).

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9 Click Save As.


The terminal strip design is saved as the project standard.
10 Select BUS* from I/O drop-down.
11 Enter +,-,S in the Name field as shown below.

12 Click OK.
To accept the terminals.
13 Click OK.
14 Click OK.
The EDIT Fieldbus Segment dialog is returned.

 Exercise 9: Design the Spurs


1 Select 100-TT-202.
2 Set the Auto Rename check box.
3 Select the spur 100-TY-202.
4 Click Design.
5 Design the spur with 1 row set of 3 cores labeled WH, BK, GY.
6 Click OK.
7 Click Save as Standard.
8 Type Belden in the Manufacturer field.
9 Type Fieldbus Cable in the Cable Type field.
10 Click OK.

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The following updates are made to the Edit Spur/Splice dialog.

11 Click OK.
12 Select 100-TY-202 from the Source field in the Spur/Splice Properties
window.
13 Set the Auto Rename check box.
14 Select the Instr tab.
15 Select 100-TY-202.
16 Select 100-TY-202 from the Tstrip field in the Instr Properties window.
17 Click Save.
18 Click OK.
The EDIT Fieldbus Segment dialog closes.

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 Exercise 10: Assign the Terminal Strips to the Instruments


1 Drag and drop SEGMENT1 onto the layout.

Note: The cable tag graphics are green. From the following chart, determine
what the individual component colors represent.

Component Definition of Connections


Color
Red No Connections
Green Source Connected, Destination Unknown
Purple Source and Destination Known, No Connections Made
Blue Source and Destination Known, Source Connected
Yellow Source Disconnected
Grey Connected to Component on Different Layout
Black Source and Destination Connected
Cyan Source Known, Destination Unknown, Source not Connected

2 Select 100-TT-202 on the layout.


3 Select View > Detail Connection Window.

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The core terminations are verified.

Note: Color shown on the graphic may not correspond to the colors on your
machine.
4 Close the dialog.

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Module Review

Module Review
Now that you have completed this module, let's review what you have learned.

Questions
1 What does the green color represent on the layout?
2 Why did you save the cable configuration as a standard?

Answers
1 The green color indicates that the core is connected to its source but does
not know its destination.
2 The cable configuration was saved as a standard to save time when
designing additional cores.

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Fieldbus Panels
Module Overview
In this module you learn how to build and modify FOUNDATION fieldbus panels
using the Bentley Instrumentation and Wiring interface.

The FOUNDATION fieldbus panel will house the segment Brick or Megablock, plus
associated terminals strips.

You also learn how to store these components as project standards, which can be
used as templates when building future FOUNDATION fieldbus panels.

Module Prerequisites
• Working knowledge of FOUNDATION fieldbus Instrumentation design
concepts.
• Six months experience with AutoCAD or Microstation.

Module Objectives
After completing this module, you will be able to:
• Create a fieldbus panel.
• Design Bricks/Megablocks and Tstrips in the fieldbus panel.
• Design the internal cables for the fieldbus panel and segment trunk cables.
• Add and connect segment terminators inside the fieldbus panel.
• Save the fieldbus panel as a standard.
• Create a new fieldbus panel from a standard.

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Building Fieldbus Panels

Building Fieldbus Panels

Building a Fieldbus Panel with a Single Brick and No Terminator


In this section you learn to create a new fieldbus panel, design terminal strips and
Bricks/Megablocks within the panel, and design the multi-core cables and trunk
cables that connect them. The document application type used by fieldbus panels
is a new feature in I&W called composite drawings. Composite drawings are half
template-based (using tokens) and half auto-generated. One part of the drawing
remains graphically static, with only the data changing as it would in a template.
The other part of the drawing is re-created from scratch and the symbols are
inserted each time the drawing is regenerated.

During the creation of the bricks, terminal strips, and devices you will be
introduced to new fields in each component’s Properties Window that direct the
software on how to generate the drawing. To explain, we must first go back in
time to when the spread-sheet column theory was introduced. The table below
explains how the templates are divided into columns by alpha character.

Loop Columns Field Columns Card Columns


A B I J K W X Y Z
Tag Local Secondary Primary Marshalling CB, Relay Card Card Card
Number Junction Junction Junction Strip or Barrier Terminal Terminals Address
Box Box Box Strip

This configuration handles a majority of the instrumentation schemes. If


necessary, additional columns can be used in order to support even more
complicated schemes. The following diagram shows a typical instrument

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configuration and how each of the components fit into this spreadsheet-type
view.

Two new properties have been created for bricks, terminals strips and devices.
These are ConPos Type (Connection Position Type) and Connection Position.

ConPos Type can be either Dynamic (default) or Fixed. Connection Position can be
A to Z as shown above.

If the ConPos Type is set to Dynamic, then the Connection Position individual
terminals on a brick, terminal strip or device can change automatically depending
on how many levels of connections are made. For example, if an instrument is
connected directly onto a junction box terminal strip, the instrument terminals
would be on connection position A and the connected junction box terminals
would be on connection position B, i.e. the next connection position from left to
right. If the designer then introduced a new junction box in-between the original
instrument and the original junction box, the new connected junction box
terminals would be on connection position B and the original connected junction
box terminals would dynamically move along one connection position to C. This
method of working is perfectly acceptable for relatively simple control networks.
However, if you are attempting to model more complicated control networks
(with varying levels of interposing panels), you can end up with different
terminals, on the same terminal strip, on different connection positions. This can
make the layout of templates tricky.

If you set the ConPos Type to Fixed for a brick, terminal strip or device, the
terminals associated to that brick, terminal strip or device are locked to the
specified connection position irrespective of how many levels of connections
come before them. In the example above, the primary Junction Box terminal strip

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is fixed to connection position J. By specifying connection position J, the designer


has 9 connection positions to place/connect instruments and interposing panels
(A to I) to the left of the primary junction box. One benefit of this is that the
layout of the templates is made simpler as all the tokens relating to the primary
junction box terminals use the connection position of J.

These new concepts will become clearer as you work through the following
exercises and fix bricks, terminal strips and devices to different connection
positions.

 Exercise 1: Create a New Field Panel


1 Select Programs > Bentley > Plant V8i > Instrumentation from your
Windows Start menu.
Instrumentation & Wiring launches.
2 Select Layout Designer.
3 Select the Fieldbus tab.
4 Select Fieldbus Panels.
5 Select Tools > New Tag.

6 Set the From Scratch radio button.

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7 Click Next >.

8 Select Single Brick with External Terminator.dwg from the Drawing


Template list.
9 Type Area 100 Fieldbus Panel in the Fieldbus Panel Remarks field.
10 Click Next >.

11 Click Next >.

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12 Type 100-FBP-100 in the New Field Panel - Step 3 field.


13 Click OK.

14 Click Finish.

The New Fieldbus Panel dialog is very similar to the New Fieldbus Segment
dialog except for the tabs. All of the buttons along the bottom of the
dialog operate just as in the New Fieldbus Segment dialog detailed in the
previous module. The Dev tab is used in the Fieldbus Panels and Card
Panel dialogs for devices such as relays, I.S. barriers and segment
terminators to be tagged and designed. The New Fieldbus Panel dialog
defaults to display the All tab, which shows that a tag was created for the
junction box, terminal strip, cable and document.

 Exercise 2: Design a Brick/Megablock in a Field Panel


Two terminal strips will be designed in this section. Terminal strip 100 was
created with the panel and will be used for the brick. The second terminal
strip to be created will be the marshalling strip to marshal the brick signals
into a multi-core cable. The brick will be the landing point for the incoming

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instrument spurs. The brick contains 14 ports, 12 ports for instrument signals
and 2 ports for the trunk cables into and out of the brick.
1 Select the Tstrip/Brick tab.
2 Select 100.
3 Click Edit.
4 Type BRICK-100 in the Edit TSTRIP field.
5 Click OK.
6 Change the Brick ConPos. Type field to Fixed.
7 Set Brick Connection Position to J.

8 Click YES.
9 Click Design.
The Edit TSTRIP[Brick-100] dialog displays.
10 Click Add.

11 Set the Terminal field to 3.


12 Set the Repeat field to 14.
13 Type 1+, 1S, 1-.
14 Click OK.

Note: Unlike most terminal strips, the Brick/Megablock will be labeled Ports
instead of Tsets. There are two extra ports added to each brick, one to
connect the trunk cable and the other to connect bricks together.
15 Click OK.

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The new terminal strip is generated.


16 Place your cursor in Tset13.
17 Click Edit.
18 Select the label field Port 13.
19 Type Trunk Out.
20 Edit terminals to Out+, Out S and Out-.
21 Click OK.
22 Place your cursor in Tset14.
23 Click Edit.
24 Select the label field Port 14.
25 Type Trunk In.
26 Edit terminals to In+, In S and In-.
27 Click OK.
28 Click OK.

29 Click OK.
The New Fieldbus Panel dialog displays.
30 Click Yes, if prompted.
31 Click Save As in the Tstrip/Brick window.
32 Type 12 Port Brick in the Tstrip field.

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33 Click OK.
34 Click Build From.

Note: This verifies that the Brick was stored. The 12 Port Brick is listed as a
standard.
35 Click Cancel.

 Exercise 3: Design an Internal Terminal Strip


The next step is to create a small marshalling tstrip inside the fieldbus panel.
This tstrip can be used to marshal the signals from multiple segment bricks
and carry them back to the control system via a single multi-core cable.
As an example, the fieldbus panel could contain 5 bricks with 12 instruments
connected to each. All 60 signals could be marshaled within the fieldbus panel
and carried back to the control system via a 5-pair cable.
1 Ensure the Tstrip/Brick tab is still selected.
2 Click New.
3 Select AT_TSTRIP as the Tag Type and Tag Code N.
4 Click OK.
5 Type TS-1 in the New TSTRIP dialog.
6 Click OK.
7 Design TS-1 as shown below.

8 Click OK.
The terminal strip is generated.
9 Click OK.
The New Fieldbus Panel dialog is returned.
10 Change the Brick Connection Position Type field to Fixed.

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11 Select Brick Connection Position to K.


12 Click Yes, if prompted.
13 Select Save.

 Exercise 4: Create a New Device


1 Select the Dev tab.
2 Click New.

3 Select AT_DEVICE in the Device Tag Types list.


4 Select N in the Tag Codes list.
5 Click OK.
6 Type T1 in the New Device dialog.
7 Click OK.
8 Type TERMINATOR in the Type field of the Properties Window.
9 Select Yes in the Internal Terminator field.
10 Set the Terminator State to On.
11 Select Fixed in the Connection Position Type field.
12 Set Connection Position to I.
13 Click Design.
14 Add two terminals on the left.
15 Add three terminals on the right.

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16 Edit the terminal numbers as shown below.

17 Click Connect.

18 Click Yes.

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19 Connect the terminator as shown below.

20 Click OK.
21 Click Yes.
The New Fieldbus Panel dialog is returned.
22 Click Save.

 Exercise 5: Design a Multi-Core Trunk Cable


The trunk cable will be used to carry multiple bus instrument signals back to
the DCS.
1 Select the Cable/Trunk tab.

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2 Select 100.
3 Click Edit.
4 Type 100FBP100 in the Edit Cable field.
5 Click OK.
6 Click Design.
The Edit Cable dialog displays.
7 Click Add from the Core Set group box.
The Add Core Set dialog displays.
8 Set the Core field to 3.
9 Type WHT for the first core in the Core field.
10 Type BLK for the second core.
11 Type SHD for the third core.
12 Click OK.
The Edit Cable dialog displays.
13 Click Save As Standard.
14 Type Belden in the Manufacturer field.
15 Type Trunk Cable in the Cable Type field.
16 Click OK.
17 Select TS-1.
18 Design the cable using the standard created above.
19 Select Yes in the Internal Cable field of the Cable/Trunk Properties
window.

Note: An internal cable is a cable to be used within the field panel only.
20 Click New.
21 Make the selections shown below.

22 Click OK.

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23 Tag the new cable T1.


24 Label the cores OR, BL and SHD.
25 Select Yes in the Internal Cable field of the Cable/Trunk Properties
window.
26 Select Save.

 Exercise 6: Set the Segment Drawing Properties


1 Select the Doc tab.
2 Set the Doc Properties as follows:

3 Select Brick-100 from the Print Range list.


4 Click OK.
The Select Print Range dialog closes.

 Exercise 7: Save the Panel as a Standard


1 Select Save.
2 Select the Tstrip/Brick tab.
3 Set the Auto Rename check boxes for the components.
4 Select the Cable/Trunk tab.
5 Set the Auto Rename check boxes for the components.
6 Select the Doc tab.
7 Set the Auto Rename check boxes for the components.
8 Select the All tab.

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The dialog should look as follows:

9 Click Save As.


10 Type Single Brick with External Termination FB Panel in the Fieldbus
Panel field.
11 Click OK.
12 Click OK.
The EDIT Fieldbus Panel dialog is closed and all information is saved.

 Exercise 8: Connect the Internal Panel Cable in the Fieldbus Panel


The last step in designing the panel is to connect the internal cable wiring.
1 Select Layout Designer.
2 Select the Fieldbus tab.
3 Select Fieldbus Panels.
4 Drag and drop 100-FBP-100 onto the layout to the right of the
instruments.
5 Select the panel.
6 Select Connect Internal Panel Cables from the context menu.
7 Select BRICK-100 in the Source window.

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8 Select TS-1 in the Destination window.

9 Connect TS-1 WHT to BRICK-100 In+.


10 Connect TS-1 BLK to BRICK-100 In- .
11 Connect TS-1 SHD to BRICK-100 In S.
12 Save the connections.
13 Select T1 from the Internal Cable list.
14 Select T1 from the Tstrip list.
15 Make the connections as shown.

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16 Select Save.
17 Select Swap Source/Destination.
18 Select TS-1 from the Internal Cable list.
19 Select TS-1 from the destination Tstrip list.
20 Connect as shown.

21 Select Save.
22 Select T1 from the Internal Cable list.
23 Select BRICK-100 from the Tstrip list.

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24 Make the connection as shown.

25 Select Save.
26 Close the dialog.
27 Select Fieldbus Spurs/Cables.
28 Drag and drop cable 100FBP100 onto the layout to the right of panel 100-
FBP-100.
29 Right-click on the graphic of the cable.
30 Click Connect to the Connect Cable dialog.

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31 Select TS-1 in the Source Tstrip field.


32 Connect cable 100FBP100 to TSet 1 of TS-1.
33 Select Save.
34 Close the connection dialog.

 Exercise 9: Build a Marshalling Panel


1 Select the Instrumentation tab.
2 Select Field Panels.
3 Select New Tag.
You will now build the new panel from scratch, accepting the defaults.
4 Type Area 100 Marshalling Panel in the Field Panel Remarks field.
5 Tag the panel 100-FMP-100.

6 Select the Tstrip tab.


7 Edit the terminal strip.
8 Tag the terminal strip 100-TS-100.

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9 Design the terminal strip as shown below.

10 Click OK.
The terminal strip is generated.
11 Click OK.
The New Field Panel dialog is returned.
12 Change the Connection Position Type field to Fixed.
13 Select Connection Position to M.
14 Select the Cable tab.
15 Type BUS in the Cable Application field in the Cable Properties window.
16 Click Setup.
17 Change the Cable Tag Type to AT_TRUNK.
18 Design the cable from the project standard Belden/Trunk Cable.
19 Click OK.
The cable is generated and the New Field Panel dialog is returned.
20 Click OK.
The marshalling panel is saved.

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21 Drag and drop panel and trunk 100-FMP-100 onto the Fieldbus Layout to
the right of the Fieldbus panel 100-FBP-100.

22 Connect the cores of 100-FMP-100 to the panel terminal strip as shown


below.

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Module Review

Module Review
Now that you have completed this module, let's review what you have learned.

Questions
1 When connecting the internal cables of 100-FBP-100, why did you have to
connect the individual cores?
2 What does the Swap Source/Destination icon do?

Answers
1 The cores had to be connected individually because the terminals were in
different configurations and could not be connected directly.
2 The Swap Source/Destination icon will switch the source and destination
windows in the connection dialog so that the user does not have to close
and re-open the dialog.

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Building I/O Card Panels for H1
Cards
Module Overview
In this module you learn how to build and modify I/O card panels using the
Bentley Instrumentation and Wiring that house FOUNDATION Fieldbus H1 cards.
You also learn how to store these card panels as project standards, which can be
used as templates in building future card panels.

Module Prerequisites
• Working knowledge of FOUNDATION Fieldbus Instrumentation design
concepts.
• Six months experience with AutoCAD or Microstation.

Module Objectives
After completing this module, you will be able to:
• Create a card panel.
• Create a landing strip in the card panel.
• Design the H1 card.
• Add a new H1 card to the existing panel.

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Creating New I/O Card Panels

Creating New I/O Card Panels


In this section you learn to create an I/O card panel from scratch. The panel will
contain two Foundation Fieldbus H1 cards. H1 is a term used to describe a
fieldbus network operating at 31.25 kbit/second.

The H1 cards will use a new tag type called AT_FF_CRD. The first card created will
be designated the primary card for the fieldbus network and the second will be
designated the backup card, therefore providing redundancy to the network.

Each H1 card will be designed with four Ports to allocate segments and
instrument signals to.

You will add two new devices called power conditioners. A power conditioner is
used to connect a conventional power source to a Fieldbus segment. The power
conditioners will be connected to the H1 cards via internal panel cables. If the
power conditioner is isolated this protects against communication errors
resulting from crosstalk between fieldbus segments and more than one earth
fault resulting in the failure of segments.

Power conditioners can be isolated or non-isolated and can monitor the power
supply and segment operation and generate an alarm in case of failure.

 Exercise 1: Create a New I/O Card Panel


3 Select Layout Designer, if not already open.
4 Select the Fieldbus tab.

Note: It does not matter if you create the card panel in the Instrumentation
tab or the Fieldbus tab.
5 Select Card Panels.

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Creating New I/O Card Panels

6 Select New tag.

7 Set the From Scratch radio button.


8 Click Next >.

9 Select AT_CRD_PANEL in the Card Panel Tag Type list.


10 Select A-T-N in the Tag Code list.

11 Click No.
12 Type Area 100 PCS Panel in the Card Panel Remarks field.

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Creating New I/O Card Panels

13 Click Next >.

14 Select AT_FF_CRD in the Card Tag Type list.


15 Select R-N in the Tag Code list.
16 Set the H1 Card check box.

Note: You must select the H1 Card check box to design the card with Ports
instead of channels as per regular I/O cards.
17 Ensure that the Also Create Card Tstrip check box is selected.
18 Select AT_CRD_TSTRIP in the Tstrip Tag Type list.
19 Select R-N in the Tag Code list.
20 Ensure that the Also Create Card Cable check box is cleared.
21 Click Next >.
22 Type 100-PCS-100 in the Panelnum field.
The PCS panel tag number is defined as 100-PCS-100.
23 Click OK.

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Creating New I/O Card Panels

24 Type R1-S3 in the New Card Panel - Step 3 field.

25 Click OK.

26 Click Finish.

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Designing the H1 Card

Designing the H1 Card


In this section, you learn how to define the parameters of the H1 card in the
Properties window and design the termination points.

 Exercise 1: Design the Primary H1 Card


1 Select the Card tab.
2 Select card R1-S3.
3 Select the browse button in the Card Type field.
4 Click Copy.
5 Type CC-PFB401.
6 Click OK.
7 Type BUS* in the IO_TYPE field.
8 Type 4 in the CHANNELS field.
9 Type Honeywell in the MANUFACTR field.
10 Type Series C FIM in the DESCRIPT field.
11 Type 220V AC in the SPPLYVOLTS field.
12 Click OK.
13 Select CC-PFB401 from the Card Type list.
14 Select BUS* in the I/O field of the Card Properties window.
15 Select Primary in the Redundancy field.
16 Type C1 for Controller.
17 Type N1 for Node.

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Designing the H1 Card

18 Select Card Tag R1-S3.


19 Click Design.
20 Set the Ports to 4 in the lower left corner of the Edit Ports dialog.
21 Click Add.

Note: Four ports should now display for the new H1 card. You can edit the IP
Address, Description, Comments etc. in this dialog. Allocation of
segments and network can also be made via this dialog.

22 Click OK.
The New Card Panel dialog is returned.

 Exercise 2: Create the Backup H1 Card


1 Verify that the Card tab is still active.
2 Click New.

3 Select R-N in the Tag Codes field for Card Tag Types.

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Designing the H1 Card

4 Select R-N in the Tag Codes field for Tstrip Tag Types.
5 Click OK.
6 Tag the new card R1-S4.
7 Click OK.
8 Select R1-S4.
9 Select CC-PFB401 from the Card Type list.
10 Select BUS* in the I/O field of the Card Properties window.
11 Select Secondary from the Redundancy list.
12 Type C1 for Controller.
13 Type N1 for Node.
14 Select the Card Tag R1-S4.
15 Click Design.
16 Ensure that the I/O Type of BUS* is selected in the list at the top of the
Edit Ports dialog.
17 Set the Ports to 4 in the lower left corner of the Edit Ports dialog.
18 Click Add.
19 Click OK.

 Exercise 3: Designate the Backup H1 Card


1 Select R1-S3 in the Card tab window.
2 Select R1-S4 from the Backup Card list in the Properties window.

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Designing the H1 Card Terminal Strips

Designing the H1 Card Terminal Strips


 Exercise 1: Design the Primary Card Terminal Strip
1 Select the Tstrip tab.
2 Select tstrip R1-S3.
3 Select Fixed in the Connection Position Type field.
4 Select S in the Connection Position field.

5 Click Design.
6 Click Add.

7 Click OK.
The New Card Panel dialog is returned, and the Connection Position
Propagation message displays.
8 Click OK.
9 Select R1-S4.
10 Repeat steps 3 through 8 to design the terminal strip for the secondary
card.

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Designing the H1 Card Terminal Strips

Note: The Connection Position Type and Connection Position will be identical
for each terminal strip.
11 Create a new Tstrip with a Tag Type of AT_TSTRIP and Tag Code of N.
12 Tag the new strip EARTHBAR.
13 Design the terminal strip as shown below.

14 Click OK.
The New Card Panel dialog is returned.
15 Select Fixed in the Connection Position Type field.
16 Select F in the Connection Position field.

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Creating the Power Conditioners

Creating the Power Conditioners


A power conditioner is a device in the card panel. The cable connecting the power
conditioner to the H1 card performs a dual function. It provides both power to
the network and carries the communication signals to the H1 card.

 Exercise 1: Create a Power Conditioner


1 Select the Dev tab.
2 Click New.
3 Select AT_DEVICE and N from the Setup New Device Tag Type dialog.
4 Click OK.
5 Type PC1 in the New Device dialog.
6 Click OK.
7 Select POWER CONDITIONER in the Type field.
8 Select Yes in the Internal Terminator field.
9 Select On in the Terminator State field.
10 Select Fixed in the Connection Position Type field.
11 Select N in the Connection Position field

12 Click Design.

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Creating the Power Conditioners

13 Design PC1 as shown below.

14 Click Connect.
15 Make the connections as shown.

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Creating the Power Conditioners

16 Click OK.

17 Click Yes.

 Exercise 2: Create a New Power Conditioner Cable


1 Select the Cable tab.
2 Click New.
The Setup New Cable Tag Type dialog displays.
3 Select AT_CABLE as the Cable Tag Type.
4 Select T-N as the Tag Code.
5 Click OK.
6 Type PCS-R1S3 in the New Cable field..

7 Click OK.
8 Change the Cable Application from INSTR to BUS.
9 Select 100-PCS-100 from the Source field list in the Properties window.

Note: This cable is connecting components inside the I/O Card panel 100-PCS-
100.

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Creating the Power Conditioners

10 Select Yes in the Internal Cable field.

11 Click Design.
12 Design the cable using the Belden/Trunk Cable standard.
13 Click OK.
The New Cable dialog is returned.
14 Click OK.

15 Click OK.
The panel and its components are saved.

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Creating the Power Conditioners

 Exercise 3: Connect the Internal Cables


1 Drag and drop card panel 100-PCS-100 onto the layout to the right of the
marshalling panel 100-FMP-100.
2 Right-click on the graphic.
3 Select Connect Internal Panel Cables.
4 Connect cable PCS-R1S3 to terminal strip PC1 as shown below.

5 Click Swap Source/Destination.


6 Select R1-S3 in the Destination window.
7 Connect as shown below.

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Creating the Power Conditioners

8 Change the Destination Tstrip to EARTHBAR.


9 Click Yes.
The previous connection is saved.
10 Connect the SHD of cable PCS-R1S3 to GND 1 of EARTHBAR.

11 Close the dialog.


The connections are saved.

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Module Review

Module Review
Now that you have completed this module, let's review what you have learned.

Questions
1 What is the reason to make a primary and secondary card?
2 What is the purpose of the Power Conditioner?

Answers
1 In case of a failure of the primary card, the secondary card will be used.
2 The Power Conditioner provides power to the network and carries the
communication signals to the H1 card.

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Module Review

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Layout Designer: Connecting
Components
Module Overview
In this module, you will complete the connection of the fieldbus components on
the layout.

Module Prerequisites
• Working knowledge of FOUNDATION Fieldbus Instrumentation design
concepts.
• Six months experience with AutoCAD or Microstation.

Module Objectives
After completing this module, you will be able to:
• Connect components on a layout.

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Layout Designer: Connecting Components

Layout Designer: Connecting Components


 Exercise 1: Connect Instruments to the Field Panel
1 Select Layout Designer if not already open.

2 Select the 100-TT-202 cable graphic.


3 Click and hold the blue connection node, located in the center of the
graphic.
4 Drag the line to the fieldbus panel (100-FBP-100) graphic.

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Layout Designer: Connecting Components

The cable color code is now blue, which indicates the cable knows its
source and destination but only the source is connected.
5 Connect 100-TY-202 in the same manner.
6 Right-click on the right side of cable 100-TT-202.
The context menu displays.
7 Select Connect Cores in Panel 100-FBP-100.

8 Connect the individual cores as shown above.


9 Close the dialog.
10 Save the changes.
The cable color code is now black, indicating that the connections are
complete.
11 Connect 100-TY-202 in the same manner using TSet 2.
12 Select 100-TT-202.
13 Select View > Detail Connection Window.

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Layout Designer: Connecting Components

The Loop Connections dialog displays all connections for the current loop.

Note: The Detail Connection Window provides a useful means of ensuring


connections are correct.
14 Close the dialog.

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Layout Designer: Connecting Components

 Exercise 2: Connect the Fieldbus Panel to the Marshalling Panel


1 Select the cable graphic 100-FBP-100.
2 Drag the graphic line to marshalling panel 100-FMP-100.

3 Right-click the right side of the cable between the cable tag and the card
panel.
The context menu displays.
4 Select Connect Cores in Panel: 100-FMP-100.
The Connect Destination Cores For Cable [100-FBP-100] dialog displays.
5 Connect as shown below.

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Layout Designer: Connecting Components

 Exercise 3: Connect the Marshalling Panel to the Card Panel


1 Select the cable graphic 100-FMP-100.
2 Drag the graphic line to card panel 100-PCS-100.

3 Right-click the right side of the cable between the cable tag and the card
panel.
The context menu displays.
4 Select Connect Cores in Panel: 100-PCS-100.
The Connect Destination Cores For Cable [100-FMP-100] dialog displays.
5 Select PC1 in the Destination Tstrip list.
6 Connect as shown below.

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Layout Designer: Connecting Components

7 Save the connections.

8 Click Yes.

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Creating a Document

Creating a Document
 Exercise 1: Create a Document
1 Select the Fieldbus panel 100-FBP-100 on the layout.
2 Select View > Documents Window.

3 Select 100-FBP-100.
4 Select Document Properties.

5 Verify the Doc Application, Type and Template.


6 Set the Print Range to BRICK-100.
7 Click OK.
8 Select Regenerate/Save Document.
A progress bar appears as the tokens update.

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Creating a Document

9 Select View Document.

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Module Review

Module Review
Now that you have completed this module, let's review what you have learned.

Questions
1 Why did you have to connect the individual cores when connecting the
instruments to the brick?
2 Can you connect cores to more than one terminal strip?

Answers
1 The connection of the individual cores allows you to connect the positive
and negative cores when they are in different arrangements.
2 You can connect cores to different terminal strips within the same panel.

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Using a Multiplexer in a
Segment
Module Overview
This chapter focuses on the usage of multiplexers in fieldbus segments.
Multiplexers reduces the cost of installing hazardous area cabling, saves
installation time and space. For multiplexers a new tag type AT_MUX is available
and for multiplexer terminal strips a new tag type AT_MUX_TSTRIP.

Module Prerequisites
• Working knowledge of FOUNDATION fieldbus Instrumentation design
concepts.
• Six months experience with AutoCAD or Microstation.

Module Objectives
After completing this module, you will be able to:
• Design a segment with a multiplexer.
• Design a new fieldbus panel.
• Create a multi-core cable for a marshalling panel .
• Create a new power conditioner in the existing card panel for new segment.
• Generate a document for a segment with a multiplexer.

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Designing a New Segment with Multiplexer

Designing a New Segment with Multiplexer


 Exercise 1: Creating a New Segment
3 Launch Layout Designer.
4 Select Layout > New Layout.
5 Type Multiplexer Example in the Description field.
6 Click Finish.
7 Select the Fieldbus tab.
8 Select Fieldbus Segments.
9 Click Create New Bus Segments.
10 Set From Scratch radio button on New Instrument Fieldbus Segment - Step
1 dialog.
11 Click Next.
12 On the New Instrument Fieldbus Segment - Step 2 dialog select N as the
tag type.

13 Click No.

Note: The tag code is for this segment only, not for all tags.
14 Click Next.

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Designing a New Segment with Multiplexer

15 Select the Tag Codes as shown below.

16 Click Next.
17 Type PCS1NWT7 in the New Instrument Fieldbus Segment - Step3 field.
18 Click OK.

19 Type 100-PIT-31291 in the New Instr - Step 3 field.

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Designing a New Segment with Multiplexer

20 Click OK.

21 Click Finish on New Instrument Fieldbus Segment - Step 5 dialog.


On New Fieldbus Segment dialog you will have one instrument tag, one
spur, one terminal strip and Segment tag.

 Exercise 2: Creating the Instrument Tags


1 Select the Instr tab.
2 Enter following properties for the Instrument tag.

I/O BUS_AI

Description PRESSURE TRANSMITTER

Manufacturer ACME

MODEL ACPT1

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Designing a New Segment with Multiplexer

I/O BUS_AI

Service Tank 23 Pressure

Segment Symbol Segment Inst Block.dwg

DCS Keyword BBB

Memory Address 1001001

Data Type AAA

Set Point 2222

Characterization CCC

3 Select the Tstrip tab.


4 Click Design.
To design the terminal strip.
5 Click Add.
To add terminal sets as shown.

6 Click OK.
To close the Add Terminal Set dialog.
7 Click OK.

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Designing a New Segment with Multiplexer

To accept the design of the terminal strip.

8 Select the Spur/Splice tab.


9 Select BELDEN from the Cable Manufacturer list.
10 Select FIELDBUS CABLE from the Cable Type list.

11 Click OK.
12 Select the Instr tab.
13 Create two new instrument tags using tag type AT_INST_, tag code A-T-N
and having Tstrips and Spurs.
14 The tag numbers and properties are shown below:

Tag No 100-LV-31291 100-LV-31292

I/O BUS_AO BUS_AO

Description LEVEL VALVE LEVEL VALVE

Manufacturer ACME ACME

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Designing a New Segment with Multiplexer

Tag No 100-LV-31291 100-LV-31292

Model ACLV1 ACLV1

Service Tank 23 LEVEL Tank 24 LEVEL

Segment Symbol Segment Inst Block.dwg Segment Inst Block.dwg

DCS Keyword BBB BBB

Memory Address 1001001 1001001

Data type AAA AAA

Set Point 2222 2222

Characterization CCC CCC

Tag No 100-DT-31291 100-LIT-31291

I/O BUS_AI BUS_AI

Description DENSITY TRANSMITTER LEVEL TRANSMITTER

Manufacturer ACME ACME

Model ACDT1 ACLT1

Service Fluid Density Tank 23 LEVEL

Segment Symbol Segment Inst Block.dwg Segment Inst Block.dwg

DCS Keyword BBB BBB

Memory Address 1001001 1001001

Data type AAA AAA

Set Point 2222 2222

Characterization CCC CCC

15 For instruments 100-LV-31291, 100-LV-31292, and 100-LIT-31291 design


the terminal strip having one terminal set with three terminals +, -, Scr.
Refer to graphic in step 5.

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Designing a New Segment with Multiplexer

16 For instrument 100-DT-31291 the terminal strip design should look as


shown below:

17 Click OK on the Edit Terminal Set dialog.


18 Click OK on Edit TSTRIP dialog.
To accept the design of the terminal strip.
19 Select the Spur/Splice tab.
20 Select BELDEN from the Cable Manufacturer list.
21 Select FIELDBUS CABLE from the Cable Type list.
22 Click Ok.
To close the Edit Splice/Spur dialog.
23 Select the Instr tab.

 Exercise 3: Creating a Multiplexer Tag


1 Create another Instrument tag using tag type AT_MUX as shown:

2 Click OK.

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Designing a New Segment with Multiplexer

3 Type 100-MUX-31291 in the New INSTR field.

4 Assign following properties to the multiplexer as shown:

Note: Segment Symbol for MUX 4 Port Block.dwg is part of the sample
dataset.
5 Select the Tstrip tab.
6 Click Design.
To design the terminal strip.
7 Click Add.
To add terminal sets as shown.

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Designing a New Segment with Multiplexer

8 Click OK.
To close the Add Terminal Set dialog.
9 Click OK on Edit TSTRIP dialog.
To accept the design of the terminal strip.
10 Select tag 100-MUX-31291.
11 In the Tstrip Properties, select B in the Connection Position list.

12 Select the Spur/Splice tab.


13 Select BELDEN from the Cable Manufacturer list.
14 Select FIELDBUS CABLE from the Cable Type list.
15 Click Ok.
To close the Edit Splice/Spur dialog.
16 Click OK on Fieldbus Segment dialog.
To save the Fieldbus Segment design and close the dialog.

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Designing a New Segment with Multiplexer

 Exercise 4: Connecting the Multiplexer within Segment


1 Drag and drop new segment PCS1NWT7 on the layout Multiplexer
Example.
2 Arrange the components on the layout as shown:

3 Connect the destination of cable 100-PIT-31291 to TSet 1 of 100-MUX-


31291.

4 Save connections.
5 Close Connect Destination Cores dialog.
6 Connect 100-LV-31291 on TSet 2 of 100-MUX-31291.
7 Connect 100-LV-31292 on TSet 3 of 100-MUX-31291.

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Designing a New Segment with Multiplexer

8 Connect 100-DT-31291 on TSet 4 of 100-MUX-31291.


9 Finally the connections should look like figure shown below:

10 Save connections.
11 Close Connect Destination Cores dialog.

Note: The multiplexer cable has not been terminated on MUX terminal strip
based on its green color.
12 Click on the line between the cable and the MUX.
13 Select Connect Cores in Panel.
The Connect Source Cores dialog opens.

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Designing a New Segment with Multiplexer

14 Connect cable 100-MUX-31291 on TSet 5 of 100-MUX-31291.

15 Save connections.
16 Close Connect Destination Cores dialog.
The Layout should look as shown:

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Designing a new FOUNDATION Fieldbus Panel

Designing a new FOUNDATION Fieldbus Panel


 Exercise 1: Creating Fieldbus Panel with Brick and Trunk
1 Select the Fieldbus tab.
1 Select Fieldbus Panels.
2 Select Create New Bus Panels.
3 Set From Scratch.
4 Click Next.

5 Type Single Brick with Internal terminator and MUX in the Panel Remarks
field.
6 Click Next.

7 Click Next.

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Designing a new FOUNDATION Fieldbus Panel

8 To accept the defaults.

9 Type 100-FBP-007 in the New Fieldbus Panel - Step 3 field.


10 Click OK.

11 Click Finish.
The New Fieldbus Panel dialog opens.
12 Click Save.

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Designing a new FOUNDATION Fieldbus Panel

Note: When you save the New Fieldbus Panel dialog, the title will change to
Edit Fieldbus Panel dialog.

 Exercise 2: Design Brick


1 Select the Tstrip/Brick tab.
2 Select the Brick tag.
3 Click Edit from Tags group box.
4 Edit the tag from 007 to BRICK-007.
5 Click OK.
To accept the change.

6 Enter values for the Brick properties as shown below:

Description Tstrip/Brick Properties

Internal Terminator? Yes

Terminal State On

Brick ConPos Type Fixed

Brick Connection Position J

Manufacturer RELCOM

MODEL F215

Mounting Requirements 35mm DIN Rail

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Designing a new FOUNDATION Fieldbus Panel

Description Tstrip/Brick Properties

Wiring Capacity CCC

Case Material Lexan Ploycarbonate

7 Click Design.
To launch Edit TSTRIP dialog.

8 Click Add in the Terminal Set group box.


The Add Terminal Set dialog opens.
9 Make changes as shown below:

Note: This configuration will design a 12 Port brick with an extra TSet for an
Incoming trunk and an extra TSet for an Outgoing trunk making total of
14 Terminal sets.
10 Click OK.
To close the Add Terminal Set dialog.
11 Click OK.

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Designing a new FOUNDATION Fieldbus Panel

12 Change labels for TSet 13 and Tset 14 and the terminal numbers as well,
as shown below:

13 Click OK.
To save the Brick design and return to Edit Fieldbus Panel dialog
14 While in the Tstrip/Brick tab click New from Tags group box.
15 Create a new Tstrip with Tag type AT_TSTRIP and Tag Code T-N.
16 Clear the Create Cable checkbox.
17 Click OK.

18 Type TS-1 in the New Tstrip Number field on New TSTRIP dialog.
19 Click OK.
20 Select Fixed from the Connection Position Type list.

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Designing a new FOUNDATION Fieldbus Panel

21 Select K from the Connection Position list.

22 Click Design and design the Tstrip as shown below.

23 Click OK.
To return to Edit Fieldbus Panel dialog.

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Designing a new FOUNDATION Fieldbus Panel

 Exercise 3: Designing Trunk


1 Select Cable\Trunk tab.
2 Select trunk 007.
3 Click Edit from Tags group box.

4 Type 100FBP007 in the Edit CABLE field.


5 Click OK.
6 Click Design.
7 Select BELDEN from the Cable Manufacturer list.
8 Select TRUNK CABLE from the Cable Type list.
9 Click Ok.
To close the New Cable dialog.
10 In Cable\Trunk tab click New from Tags group box.
To create a new Cable.
11 Select AT_CABLE from the CABLE Tag Types list.
12 Select N from the Tag Codes list.
13 Type BRICK-007 in the New CABLE field.
14 Click OK.
15 Select Yes in the Internal Cable list.

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Designing a new FOUNDATION Fieldbus Panel

The properties of the new Cable should look as shown below:

16 Select cable BRICK-007.


17 Click Design.
18 Select BELDEN from the Cable Manufacturer list.
19 Select TRUNK CABLE from the Cable Type list.
20 Click Ok.
To close the New Cable dialog.
21 Click OK on Edit Fieldbus Panel dialog.
To Save the Fieldbus Panel design and close the dialog.

Note: The internal panel cable Brick-007 will connect between Brick-007 and
Terminal Strip TS-1. Trunk Cable 100FBP007 will connect TS-1 to
Marshalling Panel Terminal Strip

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Designing a new FOUNDATION Fieldbus Panel

 Exercise 4: Making Internal Panel Connections for Fieldbus Panel


1 Drag and Drop Fieldbus Panel 100-FBP-007 on the Multiplexer Example
layout.

2 Right-click on the Fieldbus Panel 100-FBP-007.


3 Select Connect Internal Panel Cables from the context menu.
4 In the Source window select BRICK-007.
5 In the Cable window select BRICK-007.
6 Connect cores as shown below on PORT IN (TSet 14).

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Designing a new FOUNDATION Fieldbus Panel

7 Save connections.
8 Click Swap Source\Destination.
9 Connect cable cores on Destination side to TS-1 as shown below:

10 Save connections.
11 Close Connect Destination Cores dialog.

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Creating a Multi core cable for Marshalling Panel

Creating a Multi core cable for Marshalling Panel


 Exercise 1: Creating a Multi core cable for Marshalling Panel 100-FMP-100
1 Drag and Drop Marshalling panel 100-FMP-100 on the layout.
2 Right-click on 100-FMP-100.
3 Select Edit Panel from the context menu.
4 In the Edit Field Panel dialog select the Cable tab.
5 Click New from Tags group box.
6 Type 100FMP100A in the New Cable tag field.
7 Select AT_TRUNK from the Cable Tag Types list.
8 Select N from the Tag Code List.

9 Click OK.
10 Select the Cable Properties as shown below:

11 Click Design.

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Creating a Multi core cable for Marshalling Panel

12 Design the cable as shown below:

13 Click OK.
To close the Add Core Set dialog
14 Click OK.
15 Click OK.
To save and close Edit Field Panel dialog
16 Drag and drop Card Panel 100-PCS-100 on the layout just next to
Marshalling Panel 100-FMP-100.
17 Drag and drop new trunk cable 100FMP100A on the layout.

18 Select 100-FMP-100 as its Source.


19 Select 100-PCS-100 as its Destination.
20 Save and close the Connection dialog.
21 Right-click on the cable source link.
22 Select Connect Source in Panel.

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Creating a Multi core cable for Marshalling Panel

23 Connect TSet 3 of Tstrip 100-TS-100 to Cable Core Set 1 as shown below:

24 Save connections.
25 Close Connect Destination Cores dialog.

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Modifying the Card Panel

Modifying the Card Panel


 Exercise1: Create new Power Conditioner device in Card Panel
1 Select card panel 100-PCS-100 on the layout.
2 Right-click and select Edit Card Panel.

3 Select the Dev tab.


4 Click New from Tags group box.
5 Select AT_DEVICE from the Device Tag Types list.
6 Select N from the Tag Code list.
7 Click OK.

8 Type PC2 in the New Device field.


9 Select N from the Connection Position field.

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Modifying the Card Panel

10 Select Fixed from the Connection Position Type field.

11 Click Design.
To design new deice as shown below:

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Modifying the Card Panel

12 Click Connect.
To connect left device terminal to right device terminals as shown below:

13 Select OK.
To save and close Device Builder dialog and return to the Edit Card Panel
dialog
14 Select the Cable tab.
15 Click New from the Tags group box.
16 Select AT_CABLE from the CABLE Tag Types list.
17 Select N from the Tag Code list.

18 Click OK.
19 Type PC2 in New CABLE field.
20 Click OK.
21 Select BUS in the Cable Application list.

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Modifying the Card Panel

22 Select YES in the Internal Panel list.

23 Click Design.
24 Select BELDEN from the Cable Manufacturer list.
25 Select TRUNK CABLE from the Cable Type list.
26 Click Ok.
27 Click Save.
28 Close Edit Card Panel dialog.
29 On the Layout right-click on the Card Panel 100-PCS-100.
30 Select Connect Internal Panel Cables.
31 Connect PC2 right terminals with cable as shown.

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Modifying the Card Panel

32 Save the connections.


33 Click Swap Source\Destination.
34 Connect Cable PC2 on Card Tstrip R1-S3 at TSet 2 as shown below:

35 Save connections.
36 Close Connect Destination Cores dialog.

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Connecting Components

Connecting Components
 Exercise 1: Connecting components on the layout

Connecting Multiplexer and instruments to Brick


1 Drag and drop cable for Fieldbus Panel 100FBP007.
2 Define Source and Destination information as shown below:

3 Define cable destinations as shown below:

4 Right-click on cable 100-MUX-31291.


5 Select Connect Cores.

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Connecting Components

6 Terminate Multiplexer cable 100-MUX-31291 on BRICK-007 at Port 1 as


shown below:

Note: Observe how WHT is connected to 1+, BLK core is connected to 1-


terminal, and GY is connected to 1 S terminal
7 Save connections.
8 Close Connect Destination Cores dialog.
9 Right-click on cable 100-LIT-31291.
10 Select Connect Cores.

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Connecting Components

11 Connect cable 100-LIT-31291 to BRICK-007 at Port 3.

Note: Observe Cable core WHT is connected to 3+, BLK to 3- and GY to 3 S.


12 Save connections.
13 Close Connect Destination Cores dialog.

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Connecting Components

Connecting Fieldbus Panel cable to Marshalling Panel Tstrip

Note: To connect Fieldbus Panel Cable 100FBP007 to Marshalling Panel Tstrip


100-TS-100, we need to connect Source side of 100FBP007 to Fieldbus
Terminal Strip TS-1. In the end we will connect Destination side of
100FBP007 will be terminated on 100-TS-100 and terminal set 3.
1 Select TS-1 in the Source window.
2 Connect Source side of cable 100FBP007 to Fieldbus Panel Terminal Strip
TS-1 as shown below:

3 Save connections.
4 Close Connect Destination Cores dialog.

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Connecting Components

5 Connect the Destination cores of 100FBP007 on Marshalling Panel Tstrip


100-TS-100 as shown below:

6 Save connections.
7 Close Connect Destination Cores dialog.

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Copyright © 2010 Bentley Systems, Incorporated
Connecting Components

Connect Marshalling Panel Cable to Card Panel Device PC2

Note: We connected the Cable source cores on the Marshalling Panel's Tstrip
100-TS-100, now we need to connect Destination cores on Card Panel's
Power conditioner.
1 Connect 100FMP100A cores to Card Panels device PC2 as shown below:

2 Save connections.
3 Close Connect Destination Cores dialog.

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Copyright © 2010 Bentley Systems, Incorporated
Connecting Components

 Exercise 2: Generating Document for Fieldbus Segment


Overall layout should look as shown below:

1 Select Fieldbus Panel 100-FBP-007.


2 Select View > Documents Window.

3 Select Document Properties.


4 Select Single Brick and Multiplexer.dwg from the Templates list.
5 Select COMP-DRAW from the Doc Application list.

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Copyright © 2010 Bentley Systems, Incorporated
Connecting Components

6 Select BRICK-007 fromthe Print Range list.

7 Click OK.
To save and close the Properties for Document dialog.
8 Select Regenerate\Save Document.
To generate the document
9 Click View Document.

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Copyright © 2010 Bentley Systems, Incorporated
Module Review

Module Review
Now that you have completed this module, let’s measure what you have learned.

Questions
1 What is the advantage of using Multiplexers?
2 What new tag types were created for Multiplexers?

Answers
1 Multiplexers reduces the cost of installing hazardous area cabling, saves
installation time and space.
2 For multiplexers a new tag type AT_MUX, and for multiplexer terminal
strips a new tag type AT_MUX_TSTRIP.

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Copyright © 2010 Bentley Systems, Incorporated
Course Summary

Course Summary
You have now completed the FOUNDATION Fieldbus Fundamental course.

Now you will be able to:


• Generate segments, terminal strips, field panels and Card panels with H1
cards

Feb-10 357 Course Summary

Copyright © 2009 Bentley Systems, Incorporated


Course Review

Course Review
Now that you have completed this course, let’s measure what you have learned.

Questions
1 What components are used to build a FOUNDATION Fieldbus segment?
2 What is a splice?
3 What is a trunk?
4 What is a spur?
5 What factors come into play when building a network spanned over a
large distance with baud rates of 500kbps, 250kbps, and 125kbps?
6 What is the difference between a Segment and a Network?
7 What is a terminator and what does it do?

Course Summary 358 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Course Review

Answers
1 FOUNDATION Fieldbus card, power conditioner (if not already built into
the card internally), marshalling rack, junction box Tstrip, Brick(s)/
termination blocks/megablocks, repeaters, instruments, spurs, trunks,
terminators (internal/external).
2 A splice is a cable/pair of wires that taps off a Fieldbus device (brick) or the
trunk itself and is less than 1 meter in length.
3 The trunk is the main communication cable. Components attached to the
network are tapped/ branched off this cable. A segment can have many
trunks depending on which style of topology is being utilized.
4 A spur cable or pair of wire that is branched off of a Fieldbus device (brick)
or the trunk itself and is larger than 1 meter in length
5 There is a direct relationship between cable length and baud rate. As the
baud rate speed increases, the cable length must decrease. As the current
consumption increases or the cable length gets to a certain maximum
limit (depending on what type of Fieldbus cable you are using) you will
have to use repeaters to extend the network by creating another
segment. As the baud rate decreases, the cable length can then be
increased.
6 Think of a phone system in a big city consisting of many neighborhoods.
The city, as a whole, is the network. The neighborhoods within that city
are called segments; by putting them all together they create the
network. They all come back to one central location. In our case, it is
much simpler where the entire network is connected.
7 Terminators are devices that can be built into a power conditioner on a
card, a T-Branch/Splitter or a brick, or can be an external device on the
network all by itself. Terminators play an important role; they eliminate
noise (echoing) on the network. Eliminating noise on the segment/
network reduces the chance of the network either crashing or losing data.
Terminators must be placed at both ends of a segment (First point being
on the Card or power conditioner, Second point being on the opposite
side of the segment furthest from the Master Card or power conditioner,
depending on the manufacturer of the hardware you are using).
Remember a network can consist of many segments; therefore it can also
have many terminators (one on each end of a segment).

Feb-10 359 Course Summary


Copyright © 2009 Bentley Systems, Incorporated
Course Review

Course Summary 360 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
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 362 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
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-10 363 Course Overview

Copyright © 2009 Bentley Systems, Incorporated


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 364 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
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

Feb-10 365 Course Overview


Copyright © 2009 Bentley Systems, Incorporated
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.

Course Overview 366 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Installing the Training Project

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.

Feb-10 367 Course Overview


Copyright © 2009 Bentley Systems, Incorporated
Installing the Training Project

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.

Course Overview 368 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
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-10 369 Create, Modify and Revise a Datasheet

Copyright © 2009 Bentley Systems, Incorporated


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.

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Copyright © 2009 Bentley Systems, Incorporated
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.

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Copyright © 2009 Bentley Systems, Incorporated
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.

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Copyright © 2009 Bentley Systems, Incorporated
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.

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Copyright © 2009 Bentley Systems, Incorporated
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.
14 Select File > Exit.
Bentley Data Manager is returned.

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Copyright © 2009 Bentley Systems, Incorporated
Modifying a Datasheet

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.
2 Select File > Open.
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.

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Copyright © 2009 Bentley Systems, Incorporated
Modifying a Datasheet

 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.

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Copyright © 2009 Bentley Systems, Incorporated
Revising a Datasheet

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.
7 Select File > Open.

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Copyright © 2009 Bentley Systems, Incorporated
Revising a Datasheet

The revision is added to the datasheet.

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Copyright © 2009 Bentley Systems, Incorporated
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.

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Copyright © 2009 Bentley Systems, Incorporated
Module Review

Create, Modify and Revise a Datasheet 380 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
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.

Module Prerequisites
• Completion of the Instrumentation & Wiring Fundamentals course.
• Working knowledge of Process Instrumentation.

Module Objectives
After completing this module, you will be able to:
• Create a mapped datasheet.
• Add a property to a datasheet.

Feb-10 381 Mapped Datasheets

Copyright © 2009 Bentley Systems, Incorporated


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.

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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.

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Copyright © 2009 Bentley Systems, Incorporated
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 384 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
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.

Feb-10 385 Mapped Datasheets


Copyright © 2009 Bentley Systems, Incorporated
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 386 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
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.

Feb-10 387 Mapped Datasheets


Copyright © 2009 Bentley Systems, Incorporated
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 388 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Mapped Datasheets

9 Click View.

10 Close the dialog.


11 Click Close.
Instrumentation & Wiring is returned.

Feb-10 389 Mapped Datasheets


Copyright © 2009 Bentley Systems, Incorporated
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.

Mapped Datasheets 390 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Bulk Datasheets

Module Overview
This module introduces you to Datasheet's Bulk Datasheet Builder utility, which
creates multiple datasheets at a time.

Module Prerequisites
• Completion of the Instrumentation & Wiring Fundamentals course.
• Working knowledge of Process Instrumentation.

Module Objectives
After completing this module, you will be able to:
• Create bulk datasets using the Bulk Datasheet Builder utility.

Feb-10 391 Bulk Datasheets

Copyright © 2009 Bentley Systems, Incorporated


Bulk Datasheet Builder

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.

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Copyright © 2009 Bentley Systems, Incorporated
Bulk Datasheet Builder

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.

Feb-10 393 Bulk Datasheets


Copyright © 2009 Bentley Systems, Incorporated
Bulk Datasheet Builder

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.

13 Select File > Exit.

Bulk Datasheets 394 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Bulk Datasheet Builder

 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.
4 Select File > Exit.
The Batch Print Module closes and returns you to Bentley Datasheets.

Feb-10 395 Bulk Datasheets


Copyright © 2009 Bentley Systems, Incorporated
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.

Bulk Datasheets 396 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
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-10 397 Course Summary

Copyright © 2009 Bentley Systems, Incorporated


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 398 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Bentley Hookups Fundamentals
V8i (SELECTseries1)

Bentley Institute Course Guide

TRN010910-1/0002
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 their 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.

Hookups Fundamentals 400 Feb-10


Copyright © 2009 Bentley Systems, Incorporated
Course Overview

Course Description
Hookups enable you to access and manage dynamically-passed process and
instrumentation data. The Hookups application utilizes Microsoft Excel as its
native format for data storage and customization. In this course you will create,
print, and revise a hookup, as well as modifying a linked hookup 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 hookups as a part of their
job description.

Prerequisites
• Completion of the Instrumentation & Wiring Fundamentals Course
• Completion of the Datasheets Fundamentals course

Course Objectives
After completing this course, you will be able to:
• Create a hookup.
• Revise a hookup.
• Print a hookup.

Feb-10 401 Course Overview

Copyright © 2009 Bentley Systems, Incorporated


Modules Included

• Modify a linked hookup field.

Modules Included
The following module is included in this course:
• Creating and Modifying a Hookup

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
Instrumentation & Wiring 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.

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:

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Copyright © 2009 Bentley Systems, Incorporated
System Requirements

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

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Copyright © 2009 Bentley Systems, Incorporated
Introductory Knowledge

Introductory Knowledge
Before you begin this module, let's define what you already know.

Questions
1 What is a hookup?
2 What is a Bill of Material?

Answers
1 A hookup is a document showing the detailed connection of the
instrument as well as a list of all parts required to install.
2 A Bill of Material is an Excel document containing a summation of all
parts.

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Copyright © 2009 Bentley Systems, Incorporated
Installing the Training Project

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_HK.exe 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.

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Copyright © 2009 Bentley Systems, Incorporated
Installing the Training Project

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.

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Copyright © 2009 Bentley Systems, Incorporated
Creating and Modifying a
Hookup
Module Overview
In this module you will learn to create a single and multi-tag hookup and create a
Bill of Material for the multi-tag hookup. Finally, you will modify and revise the
hookup.

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 single tag hookup.
• Create a multi-tag hookup.
• Create a Bill of Material.
• Modify a hookup.
• Revise a hookup.

Feb-10 407 Creating and Modifying a Hookup

Copyright © 2009 Bentley Systems, Incorporated


Creating a Hookup

Creating a Hookup
 Exercise 1: Create a Single Tag Hookup
1 Launch Instrumentation & Wiring.
2 Select 200-FT-300 from the Instrument list.
3 Select Hookup Editor.
The Hookup dialog opens.

4 Select File > New.

5 Ensure that the Standards radio button is set.


6 Click Next.
7 Select FE Electromagnetic Flow Meter.xls.

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Creating a Hookup

8 Click Next.

Note: There are a limited number of hookups provided with the software.
These files may be modified and saved to fit your needs.
9 Enter data in the fields as shown below.

10 Click Next.
11 Add the tag 200-FT-300 to the Allocated Tags list.

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Copyright © 2009 Bentley Systems, Incorporated
Creating a Hookup

12 Click Next.

The final dialog opens.


13 Click Finish.

The new hookup is opened in Excel format.

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Copyright © 2009 Bentley Systems, Incorporated
Creating a Hookup

14 Review the document.

15 Select Save and Exit.


The Hookup dialog returns.
16 Select Return to Instrumentation Wiring.

 Exercise 2: Create a Multi-tag Hookup


1 Select 100-TT-100 from the Instrument List.
2 Select Hookup Editor.
The Hookup dialog opens.
3 Select File > New.
4 Ensure that the Standards radio button is set.
5 Click Next.
6 Select TT Temperature Switch.xls.

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Copyright © 2009 Bentley Systems, Incorporated
Creating a Hookup

7 Click Next.

8 Complete the fields as shown below.

9 Click Next.
10 Add the tags 100-TT-100 and 100-TT-202 to the Allocated Tags list.
11 Click Next.
12 Ensure that Open document in Excel is enabled.

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Creating a Hookup

13 Click Finish.

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Copyright © 2009 Bentley Systems, Incorporated
Creating a Bill of Material

Creating a Bill of Material


A Bill of Material creates a report summing the number of parts required for an
installation for each hookup. If there are multiple tags per sheet, a multiplier will
automatically be utilized to create an accurate account of the parts required.

 Exercise 1: Change Data on a Hookup


1 Select 200-FT-300 from the Instrument List.
2 Select Hookup Editor.
3 Select Create Bill of Materials.
The Select Files dialog opens.
4 Select both files, using the CTRL key.

5 Click OK.
Two hookups were selected without error.

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Copyright © 2009 Bentley Systems, Incorporated
Creating a Bill of Material

6 Click OK.

7 Type Area 100 Bill of Materials in the File name field.


8 Click Save.

9 Click Yes.

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Copyright © 2009 Bentley Systems, Incorporated
Creating a Bill of Material

A Bill of Materials like the one below is built and displayed.

10 Select File > Exit.

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Copyright © 2009 Bentley Systems, Incorporated
Modifying a Hookup

Modifying a Hookup
There are several ways to manipulate the data on a hookup. You can change data,
add new fields and allocate additional tags to an existing hookup. The Hookup
Editor allows you to find a hookup by either the document name or by the tags
that are allocated to it.

 Exercise 1: Change Data on a Hookup


1 Select Hookup Editor.
The Hookup dialog opens.
2 Select File > Open.
3 Scroll down to the bottom.
4 Type Honeywell in the Manufacturer field.
5 Type XYZ123 in the Model field.

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Copyright © 2009 Bentley Systems, Incorporated
Modifying a Hookup

6 Click Save and Exit.

Note: This dialog indicates that there is a difference between the Database
and the Document. At present the update will be to the document with
the values that are in the database. You will need to change the
direction of the arrows to update the database with the values that
were entered on the hookup.
7 Click OK.
8 Select Return to Instrumentation Wiring.
9 Select Refresh.
10 Scroll over to the Manufacturer field. Note that the value of Rosemont has
been added.

 Exercise 2: Add a New Field to the Hookup


1 Select 200-FT-300 from the Instrument List.
2 Select Hookup Editor.
The Hookup dialog opens.
3 Select File > Open.
4 Click in cell H48.
5 Type SETPOINT.
6 Select Show Database Fields.

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Copyright © 2009 Bentley Systems, Incorporated
Modifying a Hookup

7 Expand the INSTR node.

8 Click on cell I48.


9 Select SETPOINT from the list of fields.
10 Click Set Field Link.

11 Click OK.
12 Click on the field and note that the field name has changed to _SETPOINT.
13 Type 15PSIG in the field.
14 Click Save and Exit.
15 Click on the arrows to change the direction of the arrows to point to the
Database Value field.
16 Click OK.
17 Select Return to Instrumentation Wiring.
18 Select Refresh.

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Copyright © 2009 Bentley Systems, Incorporated
Modifying a Hookup

19 Scroll over to the SetPoint field and note the value of 15PSIG has been
added.

 Exercise 3: Allocate an Additional Tag to a Hookup


1 Select 200-FT-700.
2 Select Hookup Editor.
3 Select Find Tag.
4 Select the Choose for the Hookup Number field.

5 Select 200FT3001.XLS.
6 Click OK.
The Find Tag dialog is returned.
7 Click OK.
The hookup 100FT300.xls is now the active hookup.
8 Select Allocate next to the Allocate Tag Number field.
9 Select AT_INST_ in the Tags with Tag Type Like list.

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Modifying a Hookup

10 Click Add.
The available tag 200-FT-300 is added to the Allocated Tags list.
11 Click OK.
12 Select File > Open.
13 Scroll to the bottom to see the update.

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Copyright © 2009 Bentley Systems, Incorporated
Revise a Hookup

Revise a Hookup
 Exercise 1: Add a Revision Note to a Hookup
1 Select 100-TT-100 from the Instrument List.
2 Select Hookup Editor.
3 Select Revise in the Latest Revision Number group box.
4 Fill out the appropriate fields as shown below.

Note: Use lists where applicable.

5 Click OK.
The Hookup Editor returns.
6 Select File > Open.

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Copyright © 2009 Bentley Systems, Incorporated
Revise a Hookup

The document has been updated to show the current revision.

7 Click Save and Exit.


The Hookup Editor returns.
8 Select Return to Instrumentation Wiring.

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Copyright © 2009 Bentley Systems, Incorporated
Module Review

Module Review
Now that you have completed this module, let's review what you have learned.

Questions:
1 How do you add a revision to a hookup?
2 When does the Resolve Differences dialog appear?

Answers:
1 Select Revise on the Hookup Editor dialog to launch the Hookup Revision
dialog.
2 The Resolve Differences dialog appears when there is a conflict between
the database and the hookup document.

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Copyright © 2009 Bentley Systems, Incorporated
Course Summary

Course Summary
You have completed the Hookups Fundamentals course.

Now you will be able to:


• Create a new hookup.
• Modify and revise a hookup.
• Create a bill of materials from the hookups.

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Copyright © 2009 Bentley Systems, Incorporated


Course Review

Course Review
Now that you have completed this course, let’s measure what you have learned.

Questions
1 Can you allocate additional tags to a hookup if the installation
configuration is the same?
2 Can you find a hookup by tag number instead of document number?
3 Do you have to update the document with the information from the
database?

Answers
1 Yes, using the Allocate Tags option.
2 Yes, you can find a hookup document by its tag number.
3 It would depend on which information is the most current. If the
document has more current information, do not update the data when
opening the data. You would update the database when closing the
document.

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Copyright © 2009 Bentley Systems, Incorporated

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