Professional Documents
Culture Documents
Design
V8i (SELECTseries1)
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.
All other brands and product names are the trademarks of their respective owners.
Patents
Copyrights
Module Objectives_____________________________________391
Bulk Datasheet Builder _________________________________392
Module Review _______________________________________396
Questions ________________________________________396
Answers __________________________________________396
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:
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.
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.
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.
Datasheets Fundamentals
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.
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
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.
All ther brands and product names are the trademarks of their respective owners.
Patents
Copyrights
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.
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).
Note: The latest applicable service packs must be used for all of the above products.
Databases Supported
Microsoft 2000, 2002, 2003, 2007
Access:
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
Once directories have been set up, they are ready for the installation of a pre-
defined project dataset.
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.
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.)
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.
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 Paths
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.
5 Select Standard Base Project in the Select the Base Schematic Template
list.
Note: This course will use the Imperial Units. The table below shows the
options that are available for the additional units.
7 Click Next.
8 Click Next on the New Project Paths dialog.
9 Enter project details as shown below.
Note: Project Name is required while all of the other fields are optional. The
Project Name can be no more than 16 characters.
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.
You have now completed this short course in preparation for using the 2D or 3D
applications.
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.
Course Summary
Now you will be able to:
• Create a new project root directory.
• Create a new project.
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?
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.
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.
All other brands and product names are the trademarks of their respective owners.
Patents
Copyrights
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.
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:
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.
Microsoft Office: Microsoft Office 2003 SP3, 2007 SP1. Required for
reporting and Data Sheet/Hook Up creation.
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.
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.
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.
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.
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.
Users now have the ability to specify that the H1 card managing a segments(s)
has a built-in segment terminator.
The Bulk Datasheet Builder tool can now leverage data from supplemental tables
added by users, not just the BASE schema tables.
A limitation in the number of tstrips that could be selected as the print range for
drawing generation has been removed.
A limitation in the number of I/O cards that could be selected for the generation
of CARD-LOOP type drawings has been removed.
Performance Improvements
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.
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.
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.
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.
Edit Menu
The Edit menu allows short cut methods to traditionally time consuming
keyboard actions.
Project Toolbar
The following provides a quick reference to the icon available in the Project
toolbar.
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.
The following provides a quick reference to the icons available in the View
toolbar.
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.
The following provides a quick reference to the icons available in the Applications
toolbar.
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.
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:
Node: Description:
Hint: You can also preview reports by clicking Preview Report within the
Project Window toolbar or by double clicking on the report list.
4 Select Preview.
Note: When the report opens, it must open the database; therefore, a
message dialog will display temporarily to monitor the progress.
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.
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.
The following provides a quick reference to the icons available in the Layout
Designer toolbar.
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.
Change to Layout Designer Switches the View Pane to the layout in the
Layout list..
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.
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.
Instrumentation Tab
Select the Instrumentation tab on the Component Bar. The Instrumentation Tab
displays all components for defining instrumentation loops.
Icon: Description:
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:
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:
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.
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.
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
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.
Note: The New Instrument Loop dialog presents four options — three for
creating a new instrument loop and one for creating a new instrument
tag.
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.
10 Click Finish.
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
change the fields listed in the properties window as shown below. Click
Cancel to close the dialog.
16 Click Yes.
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.
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
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.
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.
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
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.
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
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.
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.
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.
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.
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.
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.
31 Click Cancel.
32 Select the Cable tab.
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.
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.
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.
13 Click OK.
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.
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.
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.
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.
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.
22 Click OK.
To return to the New Field Panel dialog.
Note: This dialog is the same dialog that is used when creating terminals for an
instrument.
10 Click OK.
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.
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.
17 Click OK.
To return to the New Field Panel dialog.
18 Click OK.
To return to Layout Designer.
8 Click OK.
To return to the Edit Field Panel dialog.
9 Click OK.
To return to Layout Designer.
8 Click Finish.
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.
5 Type Area 200 DCS Panel in the Card Panel Remarks field.
6 Click Next >.
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.
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.
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.
22 Click OK.
Landing strip TB1 should now appear.
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
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.
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.
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.
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.
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.
6 Right-click on 200-FT-300.
7 Select Sort > Clear Sort.
4 The Tag Number field in the Property Sheet will turns to ** when multiple
instruments are selected as shown below.
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.
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.
3 Click Cancel.
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.
7 Press Enter.
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.
Observe the Status field for the tag is changed to DEL in the Instrument
List view.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Red No Connections
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.
Edit Core List Displays the Edit Wire-Core List dialog which
allows the creation of
additional wire core colors and definitions.
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.
Note: This feature becomes useful if the layout becomes cluttered with
components and you need to see the instrument loop connections
only.
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.
Note: The junction box is color-coded red to indicate that no connections have
been made.
4 Select the 200-FT-300 cable graphic.
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).
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.
The Loop Connections for [200-F-300] dialog displays all connections for
the current loop.
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.
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.
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).
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.
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.
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.
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.
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.
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.
12 Click OK.
To save the changes and close the Properties for Document dialog.
13 Close the Documents dialog.
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.
Options: Definitions:
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.
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.
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.
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.
Note: The instrument is now associated with the loop 200-F-300, but will still
need to have its terminal strip and cable defined.
7 Set Panels.
8 Select 200-JB-300.
9 Click OK.
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.
Note: The dialog has now converted to a cable dialog providing the ability to
design the cable outside of the Edit Loop dialog.
18 Right-click on the right cable between the cable graphic and the field
panel.
19 Select Connect Cores from the context menu.
15 Click Finish.
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.
3 Click OK.
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.
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.
Instrumentation Drawings
In this section you learn to create an auto-generated loop based.
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.
5 In the Loop Properties window, click browse in the Loop Symbol field.
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.
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.
6 Click Design.
To launch Template Generator and display the Templates Settings dialog.
7 Click Done.
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.
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.
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.
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.
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.
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.
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.
15 Click Finish.
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.
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.
6 Arrange the symbols so that the layout appears similar to the figure.
5 Click Connect.
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.
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.
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.
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.
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.
5 Terminate the cores of cable DB-01 onto terminals L1, N1, and G1 on PTS-
01.
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.
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.
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.
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.
9 Using the arrows on the left and right, add two terminals to each side.
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.
19 Click OK.
20 Click OK.
21 To return to the New Field Panel dialog.
22 Click OK.
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.
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.
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.
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.
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.
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.
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.
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.
Course Summary
You are now able to use the Bentley Instrumentation & Wiring application as a
tool to increase your productivity when creating instrumentation documents.
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?
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.
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.
All other brands and product names are the trademarks of their respective owners.
Patents
Copyrights
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.
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.
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.
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:
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.
Microsoft Office: Microsoft Office 2003 SP3, 2007 SP1. Required for
reporting and Data Sheet/Hook Up creation.
Note: You cannot create a project root directory under a project directory.
Therefore, in order for this option to be available in the File menu, you
must select something at the primary root level of the navigation tree.
8 Select C:\Bentley Training Project.
9 Click OK.
Note: The project root folder, C:\ Bentley Training Project now appears in the
navigation tree at a primary level.
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.
Network Topologies
The functionality with Bentley Instrumentation and Wiring has been designed to
support Daisy chain and tree topologies.
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.
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.
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.
6 Click Finish.
7 Close Layout Designer.
12 Click OK.
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.
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: 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.
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.
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.
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.
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.
11 Click OK.
12 Click OK.
The Edit Fieldbus Segment dialog is returned.
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
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.
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.
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.
12 Click OK.
To accept the terminals.
13 Click OK.
14 Click OK.
The EDIT Fieldbus Segment dialog is returned.
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.
Note: The cable tag graphics are green. From the following chart, determine
what the individual component colors represent.
Note: Color shown on the graphic may not correspond to the colors on your
machine.
4 Close the dialog.
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.
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.
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.
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
These new concepts will become clearer as you work through the following
exercises and fix bricks, terminal strips and devices to different connection
positions.
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.
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.
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.
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.
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.
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.
17 Click Connect.
18 Click Yes.
20 Click OK.
21 Click Yes.
The New Fieldbus Panel dialog is returned.
22 Click Save.
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.
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.
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.
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.
21 Drag and drop panel and trunk 100-FMP-100 onto the Fieldbus Layout to
the right of the Fieldbus panel 100-FBP-100.
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.
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.
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.
Note: It does not matter if you create the card panel in the Instrumentation
tab or the Fieldbus tab.
5 Select Card Panels.
11 Click No.
12 Type Area 100 PCS Panel in the Card Panel Remarks field.
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.
25 Click OK.
26 Click Finish.
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.
3 Select R-N in the Tag Codes field for Card Tag Types.
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.
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.
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.
12 Click Design.
14 Click Connect.
15 Make the connections as shown.
16 Click OK.
17 Click Yes.
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.
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.
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.
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.
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.
The Loop Connections dialog displays all connections for the current loop.
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.
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.
8 Click Yes.
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.
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.
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.
13 Click No.
Note: The tag code is for this segment only, not for all tags.
14 Click Next.
16 Click Next.
17 Type PCS1NWT7 in the New Instrument Fieldbus Segment - Step3 field.
18 Click OK.
20 Click OK.
I/O BUS_AI
Manufacturer ACME
MODEL ACPT1
I/O BUS_AI
Characterization CCC
6 Click OK.
To close the Add Terminal Set dialog.
7 Click OK.
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:
2 Click OK.
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.
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.
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.
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.
15 Save connections.
16 Close Connect Destination Cores dialog.
The Layout should look as shown:
5 Type Single Brick with Internal terminator and MUX in the Panel Remarks
field.
6 Click Next.
7 Click Next.
11 Click Finish.
The New Fieldbus Panel dialog opens.
12 Click Save.
Note: When you save the New Fieldbus Panel dialog, the title will change to
Edit Fieldbus Panel dialog.
Terminal State On
Manufacturer RELCOM
MODEL F215
7 Click Design.
To launch Edit TSTRIP dialog.
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.
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.
23 Click OK.
To return to Edit Fieldbus Panel 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
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.
9 Click OK.
10 Select the Cable Properties as shown below:
11 Click Design.
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.
24 Save connections.
25 Close Connect Destination Cores dialog.
11 Click Design.
To design new deice as shown below:
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.
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.
35 Save connections.
36 Close Connect Destination Cores dialog.
Connecting Components
Exercise 1: Connecting components on the layout
3 Save connections.
4 Close Connect Destination Cores dialog.
6 Save connections.
7 Close Connect Destination Cores dialog.
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.
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.
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.
Course Summary
You have now completed the FOUNDATION Fieldbus Fundamental course.
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?
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).
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.
All ther brands and product names are the trademarks of their respective owners.
Patents
Copyrights
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.
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:
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.
Microsoft Office: Microsoft Office 2003 SP3, 2007 SP1. Required for
reporting and Data Sheet/Hook Up creation.
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.
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.
Note: You cannot create a project root directory under a project directory.
Therefore, in order for this option to be available in the File menu, you
must select something at the primary root level of the navigation tree.
8 Select C:\Bentley Training Project.
9 Click OK.
Note: The project root folder, C:\ Bentley Training Project now appears in the
navigation tree at a primary level.
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.
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.
Note: The File Name field references the Document Number field and assigns
the .XLS file extension.
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.
16 Click Finish.
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.
9 Click OK.
Modifying a Datasheet
In this module you will modify a linked field, and then print the datasheets.
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.
Revising a Datasheet
Exercise 1: Add Revision Marks to a Datasheet
1 Select File > Revise.
6 Click OK.
The Datasheet Revisions dialog closes and the revision marks assigned to
the current datasheet are saved.
7 Select File > Open.
Module Review
Now that you have completed this module, let's review what you have learned.
Questions:
1 What is the default Microsoft application used for Datasheets?
2 If you do not want the datasheet file name to be the same as the
document name, what must you do?
3 What is the purpose of the Resolve Differences dialog?
4 How does the Datasheet application know that a change has been made
to either the database or the datasheet?
5 Would a revision be required every time a change is made to a datasheet?
6 What is the title of the dialog that allows you to add revisions?
Answers:
1 Microsoft Excel
2 You must disable the Automatically create File Name from Document
Number check box.
3 When a change is made to a tag in either the database or the datasheet
the Resolve Differences dialog allows you to choose if the change should
be updated in either the database or the datasheet.
4 The cells of the datasheet are dynamically linked to the database;
therefore if a change is made, there is a conflict of data when the
datasheet is opened.
5 No, a revision is required only after changes are made after the document
has been signed off.
6 The name of the dialog is Datasheet Revisions.
Module 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.
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.
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.
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.
8 Click Save.
9 Exit Project Administrator.
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.
9 Click View.
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.
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.
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.
Module Review
Now that you have completed this module, let's measure what you have learned.
Questions
1 Why was AT_INST_ selected from the Tag Type field?
2 Could you have changed the location of the datasheet files?
Answers
1 AT_INST_ was selected from the Tag Type field to filter the list of
instruments and make them more manageable.
2 Yes, in the Assign Datasheet Names dialog, a location other than the
project could have been selected.
Course Summary
You have completed the Datasheet Fundamentals course.
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.
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.
All their brands and product names are the trademarks of their respective owners.
Patents
Copyrights
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.
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:
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.
Microsoft Office: Microsoft Office 2003 SP3, 2007 SP1. Required for
reporting and Data Sheet/Hook Up creation.
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.
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.
Note: You cannot create a project root directory under a project directory.
Therefore, in order for this option to be available in the File menu, you
must select something at the primary root level of the navigation tree.
8 Select C:\Bentley Training Project.
9 Click OK.
Note: The project root folder, C:\ Bentley Training Project now appears in the
navigation tree at a primary level.
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.
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.
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.
12 Click Next.
7 Click Next.
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.
13 Click Finish.
5 Click OK.
Two hookups were selected without error.
6 Click OK.
9 Click Yes.
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.
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.
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.
19 Scroll over to the SetPoint field and note the value of 15PSIG has been
added.
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.
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.
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.
5 Click OK.
The Hookup Editor returns.
6 Select File > Open.
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.
Course Summary
You have completed the Hookups Fundamentals course.
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.