Tags User Guide

Tags
User Guide
AVEVA Solutions Limited
Disclaimer
1.1 AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free from
viruses.
1.2 AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar losses; loss of
anticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of data or information; any
special, indirect, consequential or pure economic loss, costs, damages, charges or expenses which may be
suffered by the user, including any loss suffered by the user resulting from the inaccuracy or invalidity of any data
created by the AVEVA software, irrespective of whether such losses are suffered directly or indirectly, or arise in
contract, tort (including negligence) or otherwise.
1.3 AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with the
performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year in which the user's
claim is brought.
1.4 Clauses 1.1 to 1.3 shall apply to the fullest extent permissible at law.
1.5 In the event of any conflict between the above clauses and the analogous clauses in the software licence under
which the AVEVA software was purchased, the clauses in the software licence shall take precedence.
Copyright
Copyright and all other intellectual property rights in this manual and the associated software, and every part of it
(including source code, object code, any data contained in it, the manual and any other documentation supplied
with it) belongs to, or is validly licensed by, AVEVA Solutions Limited or its subsidiaries.
All rights are reserved to AVEVA Solutions Limited and its subsidiaries. The information contained in this document
is commercially sensitive, and shall not be copied, reproduced, stored in a retrieval system, or transmitted without
the prior written permission of AVEVA Solutions Limited. Where such permission is granted, it expressly requires
that this copyright notice, and the above disclaimer, is prominently displayed at the beginning of every copy that is
made.
The manual and associated documentation may not be adapted, reproduced, or copied, in any material or
electronic form, without the prior written permission of AVEVA Solutions Limited. The user may not reverse
engineer, decompile, copy, or adapt the software. Neither the whole, nor part of the software described in this
publication may be incorporated into any third-party software, product, machine, or system without the prior written
permission of AVEVA Solutions Limited, save as permitted by law. Any such unauthorised action is strictly
prohibited, and may give rise to civil liabilities and criminal prosecution.
The AVEVA software described in this guide is to be installed and operated strictly in accordance with the terms
and conditions of the respective software licences, and in accordance with the relevant User Documentation.
Unauthorised or unlicensed use of the software is strictly prohibited.
© Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved. AVEVA shall
not be liable for any breach or infringement of a third party's intellectual property rights where such breach results
from a user's modification of the AVEVA software or associated documentation
AVEVA Solutions Limited, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom.
The AVEVA Tags user interface is based on the Microsoft® Office Fluent™ user interface.
Trademark
AVEVA and Tribon are registered trademarks of AVEVA Solutions Limited or its subsidiaries. Unauthorised use of
the AVEVA or Tribon trademarks is strictly forbidden.
AVEVA product/software names are trademarks or registered trademarks of AVEVA Solutions Limited or its
subsidiaries, registered in the UK, Europe and other countries (worldwide).
The copyright, trademark rights, or other intellectual property rights in any other product or software, its name or
logo belongs to its respective owner.
Tags User Guide
Revision Sheet
Date Version Comments / Remarks

September 2011 Issued
October 12.1.1.1 Error Cell Display Style change
January 2012 Copyright added to all pages.
June 2013 12.1 SP4 Datasheets added
Tags User Guide
Tags User Guide
Tags User Guide
Contents Page
Tags
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Guide Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:2
Accessing the Tags Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:2
User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1

Project Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2
Tabs Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3
Home Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4
Manage Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:7
View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:9
Admin Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:11
Windows Specific Options Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:12
Quick Access Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:12
Messages and the Message Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:14
Messages in the Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:14
Message Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:14
Command Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:15
Customise the Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:15
Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1
Set Default Units of Measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1
Other Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:2
© Copyright 1974 to current year. i 12 Series

AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Tags User Guide
Create and Manage Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1

Categories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1
Create a Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1
Edit a Category. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:3
Delete a Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:3
Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:4
Create a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:4
Edit a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:13
Delete a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:14
Copy a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:14
Database Views Editor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:15
Use Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1

Open Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1
Sub-Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:2
Close a List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:3
Right-Click Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:3
General List Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:4
Zoom In and Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:4
Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:5
Rows (Records) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:7
Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:8
Cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:12
Group Data in a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:14
Group List Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:14
Group by Multiple Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:15
Ungroup Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:16
List Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:16
The Filter Row . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:16
Multi-Select Filtering. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:17
Alternate Filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:20
Removing Filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:21
Add, Edit and Delete List Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:21
Edit Cell Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:21
Create New Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:26
Renaming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:29
Multi-Record Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:30
Delete Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:32
© Copyright 1974 to current year. ii 12 Series

Tags User Guide
Undo and Redo Changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:32

Refresh Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:32
Save Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:33
Find and Replace Text in a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:33
Print a List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:36
Project Breakdown Structure Explorer . . . . . . . . . . . . . . . . . . . . . . . 6:1

Explore the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:1
Database - Attributes Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:4
Right-Click Menu Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:6
Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1

View and Change Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1
Display Graphical View of Lifecycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1
Select Elements according to Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:2
Change Status of Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:3
View Log of Status Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:6
View Graphical Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:7
View Changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:9
Highlight Changes between Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:9
View History of Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:12
Manage Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:12
View Local Claim State of Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:13
View Extract Claim State of Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:15
Claim Elements to Local Claims. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:17
Release Elements from Local Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:18
Claim Elements to Extract Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:20
Release Claimed Elements from Extract Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:20
Refresh Extracts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:21
Flush Extracts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:22
Issue Extracts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:23
Drop Extracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:24
Compare / Update / Link Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:25
Import and Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:1

Import from and Export to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:1
Export to AVEVA NET . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:1
© Copyright 1974 to current year. iii 12 Series

Tags User Guide
View Diagrams, Models and Linked Documents . . . . . . . . . . . . . . 10:1

View Schematic Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:1
Open a Schematic Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:1
Highlight Changes in Schematic Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:2
View Schematic Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:3
View and Add Document Links. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:4
View Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:5
Create Worlds and Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:5
Add and Edit Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:8
Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:1
Running Quick Reports on the Current List . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:1
Running Pre-Defined Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:3
Reporting Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:5
Datasheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:1
Datasheet Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:1
Datasheet Instance World . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:1
Datasheet Instance Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:1
Datasheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:2
Datasheet Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:13
© Copyright 1974 to current year. iv 12 Series

Tags User Guide
Introduction
1 Introduction
The AVEVA Tags User Guide describes the features of the Tags module and how to use
them.
The Tags module can be used to:
• Create, manage and view user-defined lists of elements from a AVEVA PDMS or
AVEVA Marine project database.
• Use these lists to add, edit and delete elements.
• Navigate the hierarchical structure of a database using an explorer. Use the explorer to
view, add, edit and delete elements.
• View and change the lifecycle status of elements.
• Highlight changes to elements between selected database sessions.
• Manage local and extract claims of elements and attributes.
• Compare attributes in other AVEVA product databases and update and link them if
required.
• Export and import data to and from Excel spreadsheets.
• Publish data to AVEVA NET.
• View the schematic diagrams, schematic models and the files, URLs and e-mail
addresses associated with elements.
• Produce reports from list data.
Continue at:
• Guide Structure
• Prerequisites
• Accessing the Tags Module
1.1 Guide Structure

The Tags User Guide is divided into the following sections:
Introduction An overview of the Tags Module, and how to access it.
User Interface Describes the main components of the user interface.
Options Describes how to set application preferences.
Create and Manage How to create and edit lists of tags and other data.
Lists
Use Lists How to use lists to view and edit data.
© Copyright 1974 to current year. 1:1 12 Series

Tags User Guide
Introduction
Explore the Database How to explore the hierarchy of elements in a project database.
Data Management Describes the data management facilities if the Tags Module.
Import and Export How to import and export data from and to other applications.
View Diagrams, How to view the schematic diagrams, schematic models, and
Models and Linked documents associations with elements.
Documents
Reports How to produce reports from data in the Tags Module.
Datasheets Describes the datasheet functionality available in the Tags

Module.
1.2 Prerequisites
To set up a project in order to use the Tags Module and an Engineering database, a number
of procedures must first be completed. For example, the required UDET’s, UDA’s,
Distributed Attributes, DB Views, Status definitions and Lists-of-Values must be setup.
Refer to the Administration User Guide and the LEXICON User Guide for further
information.
1.3 Accessing the Tags Module

The Tags Module is accessed using the standard PDMS or Marine module access
procedure and dialog.
Refer to the Getting Started with AVEVA Marine for further information

Tags User Guide
User Interface
2 User Interface
The main parts of the Tags User Interface are:

• The title bar of the module window: this displays the code of the current project.
• Project menu: accessed from the AVEVA logo button to the left of the tags, this menu
provides access a number of key commands and facilities. Refer to Project Menu for
further information.
• Tabs: most commands, facilities and utilities of the Tags module are accessed from a
number of tabs. Refer to Tabs Overview for further information.
• Quick Access Toolbar: options on the tabs and the Project menu can be added to the
Quick Access Toolbar for convenient access. Some commands are located here by
default. The default location of this toolbar is above the tabs to the left of the title bar,
but it can be moved below them if required. Refer to Quick Access Toolbar for further
information.
• Data in the Tags module is viewed and edited using a number of lists located beneath
the tabs. Refer to Create and Manage Lists and Use Lists for further information.
• Also displayed beneath the tabs are facilities for exploring the database structure and
for viewing diagrams, models and details of linked documents. Refer to Explore the
Database and View Diagrams, Models and Linked Documents for further information.
• The Message Log and Command Window interface are displayed in windows beneath
the list area of the interface. Refer to Messages and the Message Log and Command
Window for further information.
• The status bar: located under the lists at the bottom of the module window, this displays
status information such as the number of records selected in the current list, displays
error, warning and informational messages and provides access to the Messages and
the Message Log, and facilities for zooming in and out of a list and for defining default
values for new records (see Zoom In and Out and Session Default Values for New
Records).

Tags User Guide
User Interface
2.1 Project Menu

The Project menu provides access a number of key commands and facilities.
Save Work Used to save any changes made to data made using the Tags
module. This facility is also available on the Quick Access
Toolbar by default.
Get Work Used to refresh data in any opened lists with any changes that
other users may have made to the data since the lists were
opened. See Refresh Data for further information.
This facility is also available on the Quick Access Toolbar by
default.

Tags User Guide
User Interface
Print Displays a sub-menu used to print the current list or diagram.

The Print List option displays a Print Preview window which
displays a screen capture of current list, and including various
printing options. See Print a List for further information.
The Print Diagram option displays a Print window which
allows the user to print the displayed diagram.
The Print Diagram Change Highlighting option displays a
Print window which allows the user to print the displayed
diagram with changes highlighted.
The Print Datasheet option displays a Print window which
allows the user to print the displayed datasheet.
Modules Used to switch to a different PDMS or Marine module. Opens

a sub-menu listing the available modules. Select the required
module to open this module and close the Tags module.
Help Opens the Online Help for the Tags module.
Options Displays the Options sub-menu which allows editing/viewing

of user preferences for the module. Refer to Options for
further information
Exit Exits the application
2.2 Tabs Overview

The Tags modules interface includes the following tabs: Home, Manage, View, Admin.
Note: The Admin tab is only displayed if the user is a member of the TAGSADMIN team.
Refer to the Administration User Guide for further information.
When the module is opened, the Home tab is initially displayed.

Tags User Guide
User Interface
A further tab may be displayed which contains options specific to the window which is
currently displayed (for example, the Database Explorer). If no window with such options is
open, the tab will not be displayed.
If required, the tabs, apart from their titles, can be hidden to save space.
To hide the tabs, right-click on them and select the Minimise the Ribbon option from the
menu that is then displayed, double-click on a tab title, or click this button to the far right of
the tabs: (the button then changes so that the arrow points downwards: ).
Repeat the above procedure to “un-hide” the tabs.
Continue at:
• Home Tab
• Manage Tab
• View Tab
• Admin Tab
• Windows Specific Options Tabs
2.2.1 Home Tab
Database Group
PBS Explore Used to explore the project breakdown structure of the
database and view the equipment tags. Refer to Project
Breakdown Structure for further information.
Lists and Schedules Group

Manage Used to create and manager lists and list categories. Refer to
Create and Manage Lists for further information.

Tags User Guide
User Interface
Open Used to open the list selected in the adjacent lists. Refer to
Use Lists. for further information
Clipboard Group
Cut Used to cut data from a cell in a list. Refer to Copy, Cut and
Paste Commands for further information.
Copy Used to copy data from a cell in a list. Refer to Copy, Cut and
Paste Used to paste data to a cell in a list. Refer to Copy, Cut and
Records Group
New Used to create a new record in a list. Refer to Create New
Records for further information.
Edit Used to edit multiple records in a list. Refer to Multi-Record

Edit for further information.
The arrow button under this option accesses a sub-menu with the following options:
Edit Selected Used to edit multiple records in a list. Refer to Multi-Record

Records Edit for further information.
Rename Used to rename a selected record. Refer to Renaming for

Auto Rename Used to apply auto naming rules to selected records. Refer to
Apply Autonaming Rules to existing Records for further
information.
Claim Used to claim elements to local claims. Refer to Claim

Elements to Local Claims for further information.
The arrow button next to this option accesses a sub-menu with the following options:

Release Used to release elements from local claims. Refer to Release

Elements from Local Claims for further information.
Show Claim State Used to view the local claim state of elements in a list. Refer to
View Local Claim State of Elements for further information.
Delete Used to delete a record from a list. Refer to Delete Records for
Datasheets
New Used to create new datasheets, refer to Datasheets.
Open Used to open existing datasheets, refer to Datasheets.
Open Revisions Used to open revisions of datasheets, refer to Datasheets.
Grid Actions Group

Tags User Guide
User Interface
Select All Used to select every record in a list. Refer to Select Multiple
Rows for further information.
Vertical View Used to view lists in the Card View format. Refer to Display
Data in Vertical View for further information.
Auto Size Columns Used to adjust the width of all columns in a list to the width of
the data displayed in them. Refer to Auto Size Columns for
Clear Filters Used to clear all temporary filtering from a list. Refer to
Removing Filtering for further information.
Reset Cell Feedback Used to set cell feedback colours back to the default colours.
Refer to Feedback Colours for further information.
Quick Report Used to generate a report on the data in the current list. Refer
to Running Quick Reports on the Current List.
Reports Group
Reports This button accesses a sub-menu with the following options:
Report Designer Used to access the Report Designer in order to create user-
defined reports. Refer to Reporting Designer.
Run Report Used to run pre-defined reports supplied with Tags or created
by users in Report Designer. Refer to Running Pre-Defined
Reports.
Find Replace Group

Find (field and Used to find the value entered in the field in a list or heading.
button)
Search in Headings Used to specify that values are to be searched for in headings.
Search in Data Values Used to specify that values are to be searched for in lists.
Find Used to open the Find window used to carry out more
advanced searches.
Replace Used to open the Replace window used to find and replace
values.
Previous Used to select the previous match found by a search.
Next Used to select the next match found by a search.
Refer to Find and Replace Text in a List for further information.

Tags User Guide
User Interface
2.2.2 Manage Tab
Status Control Group

Status Definition list Used to select the one of the Status Definitions (i.e.
lifecycles) applied to the elements in the current list. Refer to
View and Change Status for further information.
Status Values list Used to select the one of the Status in the selected lifecycle.
Refer to View and Change Status for further information
Status graphical viewer Used to display a graphical representation of the selected

lifecycle. Refer to Display Graphical View of Lifecycle for
Select status values in Used to select all records in the current list at a specified
the grid status. Refer to Select Elements according to Status for
Status Action Group

Promote Used to set elements to the next status in a lifecycle. Refer
to Change Status of Elements for further information.
Demote Used to set elements to the next status in a lifecycle. Refer

Edit Used to set elements to another status in a lifecycle. Refer

History Used to view a log of status changes made to elements in a

list. Refer to View Log of Status Changes for further
information.
Statistics Used to view a graphical representation of the proportion of

elements at each status in a list. Refer to View Graphical
Report for further information.
Remove Used to take elements off a lifecycle. Refer to Change

Status of Elements for further information.
Changes Group
Highlight Used to highlight changes to data in a list between selected
sessions.
Last Session Used to highlight changes to data in a list since the last
session.

Tags User Guide
User Interface
Choose Session Used to highlight changes to data in a list between selected

sessions.
Refer to View Changes for further information.
History Used to view the history of a cell or row. Refer to View

History of Changes for further information.
History Used to view the history of data in a selected cell or row.

Refer to View History of Changes for further information.
Column History Used to view the history of data in a selected column. Refer
to View History of Changes for further information.
Extracts Group
Claim Used to claim elements to extract claims. Refer to Claim
Elements to Extract Claims for further information.
Claim Used to claim elements to extract claims. Refer to Claim

Elements to Extract Claims for further information.
Release Used to release elements from extract claims. Refer to

Release Claimed Elements from Extract Claims for further
information.
Refresh Used to refresh extracts from their parent extracts/

databases. Refer to Refresh Extracts for further information.
From Parent Ancestors Used to refresh extracts from their parent extracts/
databases. Refer to Refresh Extracts for further information.
From All Ancestors Used to refresh extracted elements with current data from all
their ancestors from the parent extract up to the top of the
database hierarchy. Refer to Refresh Extracts for further
information.
State Used to view the extract state of elements in a list, and to

flush, issue and drop extracted elements. Refer to View
Extract Claim State of Elements for further information.
Flush Used to update parent extracts/databases with changes

made to extracted elements. Refer to Flush Extracts for
Issue Used to issue changes made to extracted elements to their

parent extract/database and to release those elements.
Refer to Issue Extracts for further information.
Drop Used to undo all changes made to extracted element and to

release those extracts. Refer to Drop Extracts for further
information.

Tags User Guide
User Interface
AVEVA Integration Group

Publish to AVEVA NET Used to export data to AVEVA NET. Refer to Export to
AVEVA NET for further information.
Compare / Update / Used to compare the attribute values of Tags data against
Link data held in AVEVA Instrumentation, AVEVA Electrical and
Design databases, and to update the Tags data with values
from these databases. Refer to Compare / Update / Link
Attributes.
Import / Export Group

Excel Import Used to import data from an Excel spreadsheet. Refer to
Import from and Export to Excel for further information.
Excel Export Used to export data from the current list to an Excel
spreadsheet. Refer to Import from and Export to Excel for
Current List Used to export data from the current list to an Excel
further information
Current Datasheet Used to export data from the current datasheet to an Excel
further information
Select From Database Used to data selected from the database to an Excel
further information
2.2.3 View Tab
View Group
Datasheet Used to create new datasheets or view current or previous
versions of a datasheet. Refer to Datasheets for further
information.
Diagram Used to view the schematic diagram in which an element is

located. Refer to View Schematic Diagrams for further
information.

Tags User Guide
User Interface
View Diagram Used to open a window from which diagrams can be searched
for, previewed, and opened for viewing. Refer to View
Schematic Diagrams for further information.
Change Used to highlight changes made to a diagram during the

Highlighting current session. Refer to View Schematic Diagrams for further
information.
Compare Used to select sessions (or stamps) to highlight diagram

Sessions changes between. Refer to View Schematic Diagrams for
Model View Used to view the schematic model associated with an

element. Refer to View Schematic Models for further
information.
View Selected Item in Displays the Select Equipment window. Refer to View
Schematic Model Schematic Models for further information.
Viewer
View Schematic Displays the Select Equipment window where the required
Model Viewer element can be selected and opened in the Schematic Model
Viewer.
Linked Documents Used to view the documents linked to elements, and to add
new links. Refer to View and Add Document Links for further
information.
Window Group
New Horizontal Tab Used to view lists one above the other. Refer to View Lists
One above the Other for further information.
New Vertical Tab Used to view lists side by side. Refer to View Lists One above
the Other for further information.
Move the Previous If the list view has been split using the New Horizontal Tab or
Tab New Vertical Tab option, used to move a list to the tab above
or to the left of the tab it is currently in. Refer to Move to
Previous Tab for further information.
Move to Next Tab If the list view has been split using the New Horizontal Tab or
New Vertical Tab option, used to move a list to the tab below
or to the right of the tab it is currently in. Refer to Move to Next
Tab for further information.
Tabbed view Used to toggle between displaying lists in the tabs (the default
format), or in windows. Refer to Display Lists in Windows for
Short Title Used to display only short title of lists in their titles tabs. Refer
to Display Short List Titles for further information.
Grid Options Group

Tags User Guide
User Interface
Column Filtering Use to display or hide the filtering row in a list. Refer to The
Filter Row for further information.
Multi-select Filter Used to toggle the column filtering facilities of a list between
Style different styles of filtering. Refer to List Filters for further
information.
Grouping Panel Used to display or hide the grouping panel in a list. Refer to
Group Data in a List for further information.
Column Summaries Used to toggle on and off the column summaries facility in a
list. Refer to Column Summaries for further information.
Show Unset/Nulref Used to toggle on and off the display of unset and nulref
values in a list. Refer to Show/Hide Unset and Nulref Values
for further information.
Show Units in Used to display or hide units of measurement in the column

Headers headers of a list. Refer to Show Units in Column Headings for
Show leading slash Used to display or hide the slash that prefixes some values in
a list. Refer to Show/Hide Leading Slashes for further
information.
Feedback Colours Used to specify the cell feedback colours to be used in a list.
Refer to Feedback Colours for further information.
2.2.4 Admin Tab

Database Explorer Used to explore the structure of the project database and view
the attributes of elements.
Admin Tools Group

Command Window Used to open the Command Window. Refer to Command
Window for further information.
Db View Editor Used to edit database views. Refer to Database Views Editor

Tags User Guide
User Interface
Autonaming Setup Used to switch on autonaming rules for new records and to
define and select such rules. Refer to Autonaming for further
information.
Design Reuse Used to copy data between projects, refer to Design Reuse
User Guide for further information.
AVEVA NET Gateway Used to configure the interface with AVEVA NET. Refer to
Setup Export to AVEVA NET for further information.
Datasheet Group
Highlight colour Used to specify the highlighting colours
Configuration Used to format the watermark used on the datasheet.
2.2.5 Windows Specific Options Tabs

A tab may be displayed which contains options specific to the window which is currently
displayed (for example, the Database Explorer). If no window with such options is open, the
tab will not be displayed.
For further information of the options on this tab, refer to the topic describing the viewer in
question.
2.3 Quick Access Toolbar

Options on the tabs and the Project menu can be added to the Quick Access Toolbar for
quick and convenient access.
By default, the toolbar includes the following buttons.
Save Work Used to save any changes made to data made using the Tags
module. This facility is also available on the Project Menu.
Get Work Used to refresh data in any opens lists with any changes the
other users may have made to this data since the lists were
opened. See Refresh Data for further information.
This facility is also available on the Project Menu
Session Comment Used to save any comments made during the work session.
Reset Cell Feedback Used to reset feedback colours and tooltips.

Colours and Tooltips
(F7)

Tags User Guide
User Interface
Undo Undoes the last change made to the last row edit. Any
subsequent undo will roll back each row's edits on a row by
row basis.
Redo Reverses the last undo (see above) made to data in the grid.
To add a tab or menu option to the toolbar, right-click on it and select the Add to Quick
Access Toolbar option from the menu that is then displayed.
The option is then added to the toolbar.
By default, the toolbar is located above the tabs. If required it can be moved below the tabs
by selecting the Show Quick Access Toolbar Below the Ribbon option from the right-click
menu shown above, or the Show Below the Ribbon option from the Customise Quick
Access Toolbar menu displayed by clicking the arrow at the end of the toolbar.
Once the toolbar is below the ribbon, the menu options become Show Quick Access
Toolbar Above the Ribbon and Show Above the Ribbon, and are used to move the
toolbar back to its original position.
The Customise Quick Access Toolbar menu also includes options for removing and
returning the default buttons from and to the toolbar.

Tags User Guide
User Interface
2.4 Messages and the Message Log

As a user carries out actions on data in the Tags Module, messages relating to these
actions, such as whether they have succeeded or failed, are displayed in the status bar. See
Messages in the Status Bar for further information.
A record of all the messages issued in a session can be viewed in the Message Log.
2.4.1 Messages in the Status Bar

When a user carries out, or attempts to carry out such as actions as claiming and releasing,
undoing and redoing, copying records, refreshing list data and so on, messages indicating
the success or failure of the actions are issued by the application.
These messages are displayed in the bottom right-hand corner of the Tags Module
interface, in the status bar. When a message is first issued the message is highlighted with
a flashing orange background. For example:
The icon to the left of the message text indicates the type of message: information , error
or warning .
A message may be is too long to be displayed in the status bar. Hover the mouse cursor
over the message text to display the full text of the message in a tooltip. For example:
The date and time that a message was issued may optionally be displayed after the
message text. Right-on the message text and select the required options from the menu that
is then displayed:
2.4.2 Message Log

The Message Log displays all messages issued during the current session (unless the log
has been cleared, as explained below). To display the log, click on the message text in the
status bar. The Message Log window is then displayed above the status bar:

Tags User Guide
User Interface
The latest message are displayed at the top of the list.

The log displays the message type icon, message text, name of the element that the
message is about, the list that message is on, and the time of each message.
To clear the message log, right-click within the log window and select Clear Message Log
from the menu that is then displayed.
2.5 Command Window

The Command Window is used for typing in standard PDMS/Marine commands, executing
PML functions etc.
To open the Command Window, click Command Window in the Admin tab. The
Command Window window is then displayed above the status bar:
2.6 Customise the Interface

To customise the interface, click this button to the far right of the tabs: .
The Customise window is then displayed.

Tags User Guide
User Interface
Refer to the.NET Customisation User Guide for further information.

Tags User Guide
Options
3 Options
The Options window is used to view and edit application preferences. To open the Options
window, select Options from the Project Menu.
The Options window is then displayed:
Continue at:
• Set Default Units of Measure
• Other Options
3.1 Set Default Units of Measure

To set the default units of measure used for values in lists, click Default presentation for
Units-of-Measure.
The Current Session Units window is then displayed:

Tags User Guide
Options
In the left-hand pane, the window lists each dimension and their current default units of
measure.
To change the default unit of measure for a dimension, click on it in the list. A list of units of
measure is then displayed in the right-hand pane.
Click on the unit of measure to be used and then click Set <dimension> Unit. The default
unit as displayed in the left-hand pane is then changed to the selected dimension and an
example value is displayed in the Example field.
To change the default units back to the project defaults, click Project Defaults.
To save the current set of default units, click Save.
To apply the last saved set of default units, click Restore.
3.2 Other Options

If a Get Work is to be automatically performed when a Save Work is carried out, check the
Also do Get Work when Save Work is done checkbox. Refer to Refresh Data and Save
Changes for further details.
Users may change the layout of lists, for example the order in which columns are displayed.
These changes may optionally be saved when a list is closed.
If changes are to be automatically saved, select Yes from the Save List Layout Changes
on Close drop-down list. If changes are not to be saved, select No. If a messages is to be
displayed asking whether or not such changes are to be saved, select Ask (this is the
default setting).

Tags User Guide
Options
When a Save Work is carried out a window may optionally be displayed in which a comment
regarding the session can be entered. If this is required, check the Prompt for Session
Comment during Save Work checkbox. The checkbox is unchecked by default.

Tags User Guide
Options

Tags User Guide
Create and Manage Lists
4 Create and Manage Lists
Project data in the Tags module is viewed and edited using a number of lists, each of which
displays a category of data in a grid format.
This section describes how to create and manage lists.
A list is created by selecting a project database view. The user may then specify which fields
from that view are to be included in the list when displayed in the Tags module, specify the
layout and sort order of these fields, and apply filtering.
All lists are grouped into user-defined categories. The category a list is to belong to must be
defined before the list.
Continue at:
• Categories
• Lists
See also:
• Database Views Editor
4.1 Categories
Lists of project data in the Tags module are grouped into user-defined categories. Refer to:
• Create a Category
• Edit a Category
• Delete a Category
4.1.1 Create a Category

Click Manage in the Lists and Schedules group of the Home tab. The Manage Lists
window is then displayed:

Tags User Guide
Click Add Category. The Manage Lists Category window is then displayed:
Enter the name of the new category in the Category field.

If applicable, select the type of category from the Category type field: User, Project or
Company.
Click OK. The Manage Lists Category window is closed. The new category is then listed in
the Categories group of the Manage Lists window:

Tags User Guide
4.1.2 Edit a Category

To edit a category, select it from the Categories group of the Manage Lists window and
click Properties.
The Manage Lists Category window is then displayed with the details of the selected
category displayed. Edit them as required and click OK.
4.1.3 Delete a Category

Note: When a category is deleted, all lists in that category are also deleted.

Tags User Guide
To delete a category, select it from the Categories group of the Manage Lists window and
click Remove Category. The selected category is then deleted.
4.2 Lists
Project data in the Tags module is viewed and edited using user-defined lists, each of which
displays a category of data in a grid format. Refer to:
• Create a List
• Edit a List
• Delete a List
• Copy a List
4.2.1 Create a List

Click Manage in the Lists and Schedules group of the Home tab.
The Manage Lists window is then displayed:
From the Categories list, select the category to which the list is to belong. For details of how
to create a category, refer to Create a Category.
The Lists in Category list displays the lists currently in the selected category.
Click Add List. The List Manager window is then displayed:

Tags User Guide
Specify Name and Database View

On the Name tab, enter the name of the new list in the Name field and a description in the
Description field.
The Category field displays the category that the list belongs to.
If the data from the list is to be exportable to AVEVA NET, check the Can be published to
AVEVA NET checkbox.
Select the database view that is to form the basis of the new list:
1. Select the view definition set from the View Definition Set list.
2. To add an existing view definition set to the View Definition Set list, click Open above
the View Definition Set list and browse for the view definition set.xml file.
To close a user-defined view definition set, select it from the View Definition Set list
and click Close.
Note: New definition sets can be created and existing definition sets edited using the
Database Views Editor. Refer to Database Views Editor for further information.
3. The list of views in the selected set is then displayed in Views tab of the Views group
of the tab. View sets are listed in the View Sets tab.

Tags User Guide
Note: The lists of views and view sets in the User Views view definition set and in user
created definition sets can be edited, as can the properties of these views. Refer to
Database Views Editor for further information.
4. If required, filter the list of views by selecting a filter from the Database Types Filter
list.
5. Select the required view/view set from the tabs.
Note: The selected view cannot be changed once the list has been created.
Select Fields
On the Fields tab, select the view fields to be included in the list by checking the appropriate
checkboxes in the Select column.

Tags User Guide
All checkboxes are checked by default. To check or uncheck all checkboxes, check/uncheck
the checkbox in the Select column header.
From the Row ID column list, select which field is to be the first column in the displays
details of changes to cells and records (see View History of Changes).
Specify Layout
On the Layout tab, specify the order in which the columns of the list are to be displayed.

Tags User Guide
Change the order of columns either by:

• dragging and dropping them up and down the list of column names in the left-hand
section of the tab,
• or by dragging and dropping them to the left and right in the graphical representation of
columns in the right-hand section of the tab.
Multi-level column headings may be created, i.e. columns may be grouped together under
user-defined column headings.
Right-click on one of the column names in the left-hand section of the tab and click Add
Group.

Tags User Guide
A column group heading is then added under the column name that was right-clicked on
with the default name of Group 1 (assuming it is the first group to be created). Enter a
different name if required.

Tags User Guide
For example:
Drag and drop the columns that are to be grouped under the new heading onto its entry in
the list. For example:
The new column group is displayed in the graphical representation of columns in the right-
hand section of the tab.
This will result in a list with the following layout:
Add further groups as required. Groups can be created under other groups.
To rename a group, right-click on it and click Rename Group.

Tags User Guide
To delete a group, right-click on it and click Delete Group. Columns and groups within the
deleted group are not deleted. They are moved up a level in the list of columns/groups.
If required, columns can be pinned by default. To a pin a column, either click on the pin icon
in the graphical representation, or with the Multi Level Headings checkbox unchecked,
right-click on the column name in the list of columns and select Pin Column from the menu
that is then displayed.
Options for unpinning the column and to remove the pinning icon from the column are also
available on this menu. For more information on pinning columns refer to Pin Columns.
Records with attribute values in common can be grouped together by default. For example,
records can be grouped according to their Description or Tag Number.
This is achieved by dragging column headings into the grouping bar above the column
headings. Refer to Group Data in a List for further information.

Tags User Guide
Specify Sort Order

By default, records in a list are displayed in order of creation, with the newest listed first.
This default sort order can be changed using the List manager on the Sorting tab.
The View Fields list displays the current field names.

A list can be sorted by fields that do not appear on that list (as specified on the Fields tab),
but to restrict the View Fields list to display only those fields that will appear in a list, check
the Show used only checkbox.
To specify that a list is to be sorted by a field, double-click on that field. It is then moved to
the Sort by list. Repeat as required for each field that the list is to be sorted by.
If multiple fields have been added to the Sort by list, drag and drop them up and down this
list to define the sort priority (i.e. which field records are sorted by first).
To remove a field from the Sort by list, double-click on it again. It is then returned to the
View Fields list.
Note: Temporary sort orders can also be specified when a list is open (see General List
Functionality).

Tags User Guide
Sub-Lists
Lists may have sub-lists. If a sub-list is set up for a list, when an item is selected in this list,
the sub-list will display the details of items associated with the selected item.
For example, in the case of a list that displays equipment items, a sub-list may be set up that
displays details of associated motors. When an item such as a pump is selected, the sub-list
displays the details of the relevant pump.
Sub-lists are setup using the Sub-lists tab. For example:
The tab lists the allowable sub-lists for the current list (the sub-lists must be set up first). To
add a sub-list, check the appropriate checkbox.
4.2.2 Edit a List

To edit a list access the List manager window by clicking Manage in the Lists and
Schedules group of the Home tab to open the Manage Lists window, then select the list
from the Lists in ‘User Index’ category list and click Properties.
The List manager window is then opened with the details of the selected list displayed.

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Edit the list definition as required. Refer to Create a List for further information.
4.2.3 Delete a List

To delete a list, select it from the Lists in ‘User Index’ category list of the Manage Lists
window and click Remove List. The selected list is then deleted.
4.2.4 Copy a List

Lists can be copied and edited. To copy a list, select it from the Lists in ‘User Index’
category list of the Manage Lists window and click Copy List.
The List manager window is then opened with the properties of the copied list displayed
and a default name of “Copy of <name of copied list>”.
Edit the name (it must be unique) and any other details as required. Refer to Create a List
Note: When editing the details of a copied list, a different category may be selected from
the Category field.

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4.3 Database Views Editor

View definition sets and views can be created and edited using the Database View Editor.
To access the Database View Editor, click Db View Editor in the Admin Tools group of the
Admin tab.
The Database Views Editor is then displayed:
Refer to the Lexicon User Guide for further information.

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5 Use Lists
Project data in the Tags module is viewed and edited using a number of lists, each of which
displays a category of data in a grid format.
This section describes how to open and work with lists.
Continue at:
• Open Lists
• Right-Click Menu
• General List Functionality
• Group Data in a List
• List Filters
• Add, Edit and Delete List Data
• Find and Replace Text in a List
• Print a List
5.1 Open Lists

To open a list, select the category that the list belongs to from the list of categories in the
Lists and Schedules group of the Home tab.
Then select the required list from the list of lists.

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Click Open. The selected list is then displayed.
The total number of records in a list is displayed in the status bar.
Note: By default, the title tab of each list includes the list name, category type and category
name and the list name. If required, the category names and types can be hidden.
Refer to Display Short List Titles.
Note: By default, each list is displayed on a separate tab. If required, each can instead by
displayed in separate window. Refer to Display Lists in Windows.
5.1.1 Sub-Lists
If sub-lists have been set-up for a list, they are displayed under the list. For example:

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When an item is selected in a list, the sub-list or lists display the items associated with that
item. For example, the motor associated with a pump.
Sub-list data can be viewed, formatted and edited in the same way as data in main lists.
If a record in a sub-list is selected, the title bar of the sub-list is highlighted in blue.
5.1.2 Close a List

To close a list, either right-click on the list name on its tab and click Close, or click the X
button in the top-right corner of its tab.
5.2 Right-Click Menu

Right-click on a list to open the following menu:
The menu consists of the following options:

• New - refer to Create New Records for further information
• Edit
• Rename - refer to Renaming for further information
• Auto Rename - refer to Renaming for further information
• Claim - refer to Claim Elements to Local Claims for further information
• Release - refer to Release Elements from Local Claims for further information
• Cut - refer to Copy, Cut and Paste Commands for further information

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• Copy - refer to Copy, Cut and Paste Commands for further information
• Paste - refer to Copy, Cut and Paste Commands for further information
• Fill Up - not used
• Fill Down - not used
• Clear - refer to Clear Cells for further information
• Column Filtering - refer to The Filter Row for further information
• Column Sorting - refer to Sort a List for further information
• Column Summaries - refer to Column Summaries for further information
• Grouping Panel - refer to Group Data in a List for further information
• Multi-select Filter Style - refer to Multi-Select Filtering for further information
• Find and Replace - refer to Find and Replace Text in a List for further information
• Print Preview - refer to Print a List for further information
• Export to Excel - refer to Import from and Export to Excel for further information
• View Diagram - refer to Open a Schematic Diagram for further information
5.3 General List Functionality

Lists are provided with a number of facilities to help the user view and select data. Refer to:
• Zoom In and Out
• Windows
• Rows (Records)
• Columns
• Cells
5.3.1 Zoom In and Out

Zoom into and out from a list using the zoom slider or the plus and minus buttons in the
status bar:
The current zoom percentage is displayed to the left of the slider.

If the zoom percentage is clicked on, the Zoom window is displayed:

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Select a pre-defined magnification level, or enter a custom level and click OK.
5.3.2 Windows
View Lists One above the Other

To view more than one list tab at a time, with the tabs displayed one above the other, open
the two lists and click New horizontal tab group in the Window group of the View tab.
Instead of the two lists being displayed as tabs, with one "behind" the other, the list view is
then split horizontally, with each list being displayed in one half of the list view. The list
currently selected is displayed in the upper section of the list view.
If three or more lists are open when the option is selected, these additional lists are
displayed as tabs in the upper section.
If an additional list is opened once the option has been selected, this list is displayed as a
tab in the same section of the list view as the currently selected list.
When multiple tabs are open, the New horizontal tab group option can also be accessed
from the menu that is displayed by right-clicking on a list tab.
View Lists Side by Side

Click New vertical tab group in the Window group of the View tab. This option works in the
same way as the New horizontal tab group option except that lists are displayed side by
side, i.e. the list view is split vertically.
When multiple tabs are open, the New vertical tab group option can also be accessed from
the menu that is displayed by right-clicking on a list tab.
Note: The list can be split into as many sections as required.

It cannot be split horizontally and vertically at the same time.
Move to Previous Tab

If the list view has been split into two or more parts using either the New horizontal tab
group or New vertical tab group option, click Move to previous tab group in the Window
group of the View tab to move the current list to the list view section above or to the left of
the section it is currently in.

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If all lists are moved from a list view section the tab is closed and the list display reverts to
the default layout.
The Move to previous tab group option can also be accessed from the menu that is
displayed by right-clicking on a list tab in the lower or right-hand part of a split list view.
Move to Next Tab

If the list view has been split into two or more parts using either the New horizontal tab
group or New vertical tab group option, click Move to next tab group in the Window
group of the View tab to move the current list to the list view section below or to the right of
the section it is currently in.
The Move to next tab group option can also be accessed from the menu that is displayed
by right-clicking on a list tab in the upper or left-hand part of a split list view.
Note: Lists can also be moved from one list view section to another by clicking on the list
title and dragging and dropping it into the other list view section.
Display Lists in Windows

By default, each list is displayed on a separate tab. If required, each can instead by
displayed in separate window.
Uncheck the Tabbed view checkbox in the in the Window group of the View tab. Each
open list is then displayed in a separate window in the list view section of the interface.
Check the Tabbed view checkbox to display lists in the tabs again.
Display Short List Titles

By default, the title tab of each list includes the list name, category type and category name
and the list name. If required, the category names and types can be hidden.
Check the Short Title checkbox in the in the Window group of the View tab.

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Display Data in Vertical View

List can be displayed in a vertical view. For example:
To display data in a vertical view, click Vertical View in the Grid Actions group of the Home
tab. The current list is then changed to the vertical view.
Click Vertical View again to return to the standard grid view.
Note that multi-level headings cannot be displayed in vertical view mode. Only the headings
of individual columns will be displayed. The headings of groups of columns will not be
displayed. A message to inform the user of this will be displayed when vertical view mode is
selected.
5.3.3 Rows (Records)
Select a Single Row

To select a single row in a list, click immediately to the left of the first column of the row. An
arrow is displayed indicating the selected row, and the row is highlighted in a different
colour.
Select Multiple Rows

To select multiple rows, use on of the following methods:
• Hold down the control key (Ctrl) and select the individual rows by clicking immediately
to the left of the first column. Holding down the Ctrl key while selecting a row adds the
row to the selected rows. To deselect a row, click on it again.

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• Hold down the shift key (Shift) and select a row by clicking immediately to the left of the
first column. Then select another row. Both the selected rows, and all the rows listed
between the two rows are then selected.
• Press Ctrl-A on the keyboard or select Select All Rows on the Home tab. All rows in
the current list are then selected, excluding any rows filtered out.
5.3.4 Columns
Note: The default column layout and sort order is defined using the List Manager window.
Refer to Create and Manage Lists for further information.
Resize
To resize a column, click and hold on the line between columns and drag the line left or right
to make it wider or narrower. Double-clicking on the line will resize the column to fit the
largest string of text within that column.
Change Column Order

To change the order that columns are displayed in from left to right, click and hold a column
header and drag it to a new position between two other columns. Two vertical arrows are
displayed to assist the user in positioning the column.
Combine Columns
Data from multiple columns may be combined into a single column. Click and hold a column
header and drag it to on top of the header of the column with which it is to be combined. Two
horizontal arrows are displayed to assist the user in positioning the column.
The columns are then combined. For example:

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Sort a List
The user can set the records in a list to be sorted according to the values in a selected
column by clicking the heading of that column. By default, the sort order is lowest value to
highest (e.g. A to Z, low number to high number). This can be reversed by clicking the
column heading again.
The selected column and the sort order is indicated by an arrow in the column heading. An
arrow pointing upwards indicates the sort order is lowest to highest. An arrow pointing
downwards indicates the sort order is highest to lowest.
To sort by multiple fields hold the <Shift> key while making selections. The list will be sorted
in the order in which each column is selected.
This facility is enabled by default for a list. To enable this facility if it has been disabled, right-
click on a column and select the Column Sorting option from the menu that is then
displayed.
Pin Columns
When a column is pinned, it automatically becomes the first (left-hand most) column of the
list, and remains displayed at the left-hand side of the list even when the list is scrolled to the
right, so that it is always in view.
Pin icons are displayed in headings of a list. To pin a column, click on its pin icon.

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When a column is pinned, its pin icon changes orientation, so that its point is downwards.
Click the icon again to unpin the column.
Column Summaries
The total of values in a column containing numbers can be calculated and displayed
beneath the column.
Sum icons are then displayed in headings of a list if the summarise columns facility is turned
on for that list. If not, to activate the facility for the current list, either check the Column
Summaries checkbox in the Grid Options group of the View tab, or right-click on a column
and select the Column Summaries option from the menu that is then displayed.
To display the total for a column click on the icon.

The selected total is then displayed beneath the column. For example:

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Show Units in Column Headings

If the units of values in a list are to be displayed in the column headings, check the Show
Units in Column Headers checkbox in the Grid Options group of the View tab.
Change Units
The units of measurement used to quantify values in a column may be changed if required.
To change the units for a column, click the button in the column heading, and select the
required units from the list that is then displayed.
The values in the column are then recalculated in accordance with the new unit of
measurement.

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Auto Size Columns

To auto-size columns so that each column in a list is wide enough to fully display the longest
string of text, click Auto Size Columns in the Grid Actions group of the Home tab.
5.3.5 Cells
Select Cells and Values in Cells

To select a cell, single-click on it. The selected cell is then highlighted.
To select the value in a cell, double-click on it. The value is then highlighted.
Show/Hide Unset and Nulref Values

If unset and nulref values are to be displayed in the current list, check the Show Unset/
Nulref checkbox in the Grid Options group of the View tab. Uncheck the checkbox of such
values are not to be displayed.
Show/Hide Leading Slashes

Some values, such as Name and SYSYFS are prefixed with a slash. To hide this slash in
the current list, uncheck the Show leading slash checkbox in the Grid Options group of
the View tab. Check the checkbox is the slashes are to be displayed.
Feedback Colours
The background colours of cells indicate if:
• they are read-only

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• an unsuccessful attempt has been made to edit their contents (for example, if an invalid
entry was made), or a required data is missing (i.e. in the case of a blank cell that
should be completed)
• their contents have been edited successfully
• to highlight various conditions, for example that their contents have been claimed (refer
to Manage Claims for further information)
In the example below the cell with the blue background was edited successfully, the cell with
the pink background was not edited successfully, and the cells with a grey background are
read-only.
The colours used to indicate these conditions can be specified by the user for each list.
To edit cell feedback colours, click Feedback Colours in the Grid Options group of the
View tab and select the required option from the menu that is then displayed.
A standard colour selection dialog box is then displayed.

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Select the required colour and click OK.

To reset the feedback colours of a list to the default colours select the Reset Feedback
Colours option from the Feedback Colours menu.
To clear feedback cell colouring from a list, click Reset cell feedback in the Grid Actions
group of the Home tab.
5.4 Group Data in a List

Data in lists can be grouped either by single or multiple attributes. Refer to:
• Group List Data
• Group by Multiple Attributes
• Ungroup Data
5.4.1 Group List Data

The format of the display of records can be changed so that records with attribute values in
common are grouped together. For example, records can be grouped according to their
Description or Tag Number.
A grouping panel is displayed above the column headings if the grouping facility is turned
on.

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If not, to activate the facility, check the Grouping Panel checkbox in the Grid Options
group of the View tab, or right-click on the list and select the Grouping Panel option from
the menu that is then displayed.
To group data, drag and drop the column heading of the attribute in question into the
grouping panel.
The list then changes to display the name of each group in the following format:
<Attribute Name>: <Attribute Value> <(Number of records in the group)>.
The name of the column that records are grouped by is displayed in the grouping panel.
To view the records within a group, click on the "+" button next to the group name. The
records are then listed under the name. Press the "-" button to close the list.
Note: The fields within a group can be fixed, sorted, moved and filtered in the normal way.
5.4.2 Group by Multiple Attributes

Records can be grouped by more than one attribute. For example, by Description and then
by Tag Number. To group by a second attribute, for example Tag Number, drag and drop the
heading of this attribute into the grouping panel.
If the heading of the second attribute (e.g. Tag Number) is dropped to the right of the first
attribute (Description), records will be grouped first by (Description), then by (Tag Number).

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For example, each group of element records with the same Description will be sub-divided
into groups of records with the same Tag Number.
If the second heading is dropped to the left of the first heading, records will be grouped the
other way round.
5.4.3 Ungroup Data

To "ungroup" data, drag and drop the column heading or heading from the grouping panel
back to the column bar.
5.5 List Filters

Filters can be applied to lists so that they show only certain records. For example, only
elements with a particular description.
Two types of filtering can be applied to a list. The type of filtering to be used for a list is set
using the Multi-select Filter Style checkbox in the Grid Options group of the View tab, or
via the Multi Select Filter option on the menu accessed by right-clicking on a list.
If the checkbox is checked or the menu option is ticked, then the multi-select style filtering
facility is activated (see Multi-Select Filtering). If not, an alternative type of filtering facility is
in use (see Alternate Filtering).
When a filter is applied, this is indicated by a message displayed in the status bar:
5.5.1 The Filter Row

Filtering is applied using facilities provided in the filter row, located under the heading row
above the first record row.

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The filter row is displayed by default. To add or remove it from a list, use the Column
Filtering checkbox in the Grid Options group of the View, or right-click on the list and
select the Column Filtering option from the menu that is then displayed.
The format of this row depends on the type of filtering selected for the list.
5.5.2 Multi-Select Filtering
Format of Filtering Row when Multi-Select Filtering is in use:
To apply filter using the multi-select style filtering facility, first activate it for the list by
checking the Multi-Select Filter Style checkbox in the Grid Options group of the View tab,
or right-clicking on the list and ticking the Multi-select Filter Style option on the menu that
is then displayed.
Applying a Basic Filter

A basic filter can be applied by typing a value into the filter row above the appropriate
column. The list will then be filtered to display only those records that include a value in that
column that matches or starts with that filter value.
Applying a Multi-Select Filter

To apply a multi-select style filter to a column, hover the cursor over the filter row field for
that column and click on the button that is then displayed at the end of the field.
The following window is then displayed:

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The window lists all the values in the column, plus ‘All’ and ‘Blanks’.
Next to each item in the list there is a checkbox. To filter out a value from the column,
uncheck its checkbox. To uncheck all values, uncheck the ‘All’ checkbox. Check the ‘All’
checkbox again to check all the checkboxes again.
If the ‘Blanks’ checkbox is checked, rows without a value in the column are displayed when
the filter is applied.
When the required filter conditions have been selected, click OK to close the window and
apply the filter.
The filter is then applied. The value that the column is being filtered by is displayed in the
filtering row field for the column. If the column is being filtered by multiple values or by and a
text filter (see below), ‘Custom’ is displayed.
To edit a Multi-select style filter, access the filter window again and change the filter criteria
as required. To clear the filter, click Clear Filter. See also Removing Filtering.
Text Filters
More advanced filters can be applied by clicking Text Filters. A list of text filtering criteria is
then display, plus ‘Custom Filter’.

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Click on the required criterion. The Custom Filter window is then displayed.
The first field displays the name of the column that list is to be filtered by. This cannot be
changed.
The second field displays the criterion selected when the window was accessed. If the
‘Custom Filter’ option was selected, this field is blank. Select a different criterion from the list
of values if required.
In the third field, select the value to filter by. The list accessed from this field contains every
value in the column plus options for filtering out records that do not contain values.
If another filter condition is required, click the Add button. Another row of fields is then
displayed. Select a filter criterion and enter a value as described above.
To delete a filter condition, select the criteria row and click the Delete button.
If more than one filter condition has been specified, select ‘Any’ from the Filter based on list
if records meeting any of the conditions are to be displayed in the list when the filter is
applied.
If only records meeting all the conditions are to be displayed, select ‘All’.
Click OK to apply the filter.

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5.5.3 Alternate Filtering
Format of Filtering Row when Alternate Filtering is in use:
Applying an Alternate Style Filter

To apply filter using the alternate filtering facility, first activate it for the list by unchecking the
Multi-Select Filter Style checkbox in the Grid Options group of the View tab, or right-
clicking on the list and un-ticking the Multi Select Filter option on the menu that is then
displayed.
Select a filter criterion, for example, ‘Starts with’, ‘Contains’ or ‘Does not end with’ from the
drop-down list displayed by clicking the left-hand button in the filtering row of the column.
If a value is selected without a criterion being selected, the ‘Contains’ criterion is applied by
default.

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Then either enter a value in the field to the right of the criterion selection button, or click on
the button to the right of this field and select a value from the list that is then displayed.
The list contains every value in the column, plus ‘Blanks’ and ‘NonBlanks’.
If ‘Blanks’ is selected rows without a value in the column are displayed when the filter is
applied. If ‘NonBlanks’ is selected rows with a value in the column are displayed.
The selected value is displayed in the field between the two buttons.
The filter is then applied to the list.
5.5.4 Removing Filtering

To remove a specific column filter click the clear filter button for the column.
Multi-select style filters can also be removed by accessing the Multi-select filtering window
and clicking Clear Filter.
To remove all non-custom filters from a list, click the clear filters button at the start of the
filtering row.
To remove all filtering from the current list including custom filters, in the Grid Actions group
of the Home Tab click Clear Filters.
5.6 Add, Edit and Delete List Data

Note: If the database has been set to Explicit Claim mode, before elements can be edited
they must first be claimed. Refer to Manage Claims for further information.
If an attempt to edit an unclaimed element in such a database is made, the edit will
fail.
A message will be issued explaining why (refer to Messages and the Message Log),
and the cell feedback colour will be set to that indicating an unsuccessful edit (see
Feedback Colours).
5.6.1 Edit Cell Data

Data in a cell can be edited directly in a list by double-clicking on the value so that it is
selected and typing in a new value, or by selecting a different value from a list of values.

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Successfully edited cells, unsuccessfully edited cells and read-only cells are indicated by
their background colour. Refer to Feedback Colours for further information.
A failed attempt at editing the data in a cell may also be indicated by a red background
colour. For example:
Hover the mouse cursor over the cell to view the text of the message in the Tool Tip. The
message will also be displayed in the status bar and recorded in the Message Log. Refer to
Messages and the Message Log for further information.
Edit Long Text

To aid in the editing of long text, the following facility is provided. Click within a cell, then
click the bottom-right hand corner of the cell and drag it down and/or to the right to open a
larger area in which to edit the text:
A new line of text can be added to a cell by pressing Alt+Enter.

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Copy, Cut and Paste Commands

To copy the content of a cell in a list, select the cell and click Copy in the Clipboard group of
the Home Tab, or right-click and select Copy from the menu that is then displayed, or press
Ctrl+C.
To cut the content of a cell in a list, select the list and click Cut in the Clipboard group of the
Home Tab, or right-click and select Cut from the menu that is then displayed, or press
Ctrl+X.
To paste into a cell in a list, select the cell and click Paste in the Clipboard group of the
Home Tab, or right-click and select Paste from the menu that is then displayed, or press
Ctrl+V.
Clear Cells
To quickly delete the contents of a cell or of multiple cells, select the cells and then right-
click and select the Clear option from the menu that is then displayed.
Lists of Values
Lists of values are available for some fields, accessed from the arrow button which is
displayed when the mouse cursor is hovered over them. For example:

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Reference Browser
Some fields are provided with the facility to select values from a reference browser.
To access the browser for a field, click the ellipsis button which is displayed when the mouse
cursor is hovered over it. The Reference Browser window is then displayed with the current
value selected. For example:
Use the Explorer tab to browse the database structure for the required value.
Click OK. The window is then closed and the selected value populates the field in the list.
Alternately, search for the required value using the Search tab.

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Searches carried out using this facility search at and below the level in the database
structure currently selected on the Explorer tab, as indicated at the top of the tab (e.g.
“Search In: /PROCESS_SYSTEMS”).
The Item Type field displays the type of element currently being searched for.
To further restrict the search results, in the Name/Description field, enter a string. The
search results will include only elements with that string in their name or description.
Click Search to carry out the search. The results of the search are displayed beneath the
fields.
Select the required value from the search results and click OK. The window is then closed
and the selected value populates the field in the list.
Click Clear to exit the window and delete the current value from the field in the list.
Arrays of References
Some fields may be populated with arrays of references. For example:
To create or edit an array of references for a field, click on the ellipsis button which is
displayed when the mouse cursor is hovered over it. The Reference Picker window is then
displayed with the current values in the array displayed. For example:

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To add a new reference to the array, click Add. The Reference Browser window (see
above) is then displayed. Select the required value from this window and click OK. The
selected value is then added to the list of values in the Reference Picker window.
The Up and Down buttons are used to set the order in which values are listed in the grid
fields. The first value listed in the Reference Picker window will be the first value in the
array displayed in the field and so on. To move a value up or down the list, select it and click
Up or Down as appropriate.
To delete a value from array, select it and click Remove.
Click OK to exit the window and save the changes made to the array.
5.6.2 Create New Records

To add a new record to a list, click on the list (select a record or a cell), and click New in the
Records group of the Home tab, or right-click on the list and select the New option from the
menu that is then displayed.
If the list is based on a database view which has been set up without creation rules a new,
blank record is then added to the bottom of the list. Enter details of the new record as
required.
If the list is based on a database view which has been set up with creation rules, the Create
element information window is then displayed:

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Enter the required information in the fields provided, and as required the optional
information, and click OK. The new record is then added to the list.
Default values can be defined for a session using the Session Defaults window, as
described below. These default values will automatically populate the fields in the Create
element information window. They may be overwritten as required.
If Autonaming is in use, the name of the new record may be automatically completed. See
below for more information. In the case of lists based on views with creation rules setup, the
Create element information window will only be displayed if there are rules covering no-
name element attributes.
Note: New records can also be created using the explorer. Refer to Explore the Database
Session Default Values for New Records

Default values for new records can be defined for a session. These values will automatically
populate the fields in the Create element information window.
The set the default values, click the Session Defaults button in the status bar. The Session
Defaults window is then displayed:

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In the Attribute field, select the attribute for which a default value is to be set up for. Enter or
select the default value in the Value field. Ensure that the Enabled checkbox if the default
value is to be used (it is checked by default). Otherwise uncheck it.
A new row of blank fields for defining a further default value is automatically added beneath
the existing rows whenever a default value is defined.
Click the Apply button to save the default values, or the Reject button to undo any changes
made since the window was accessed.
Autonaming
When a new record is created, the name of the new record may be automatically completed
in a format defined by an autonaming rule.
To switch on autonaming, click Autonaming Setup in the Admin Tools group of the Admin
tab.
The Naming Settings dialog is then displayed:

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Autonaming rules are defined and selected using facilities accessed from the Define
Naming Rules button.
To turn on autonaming, check the Auto Naming On/Off checkbox.
5.6.3 Renaming
To rename a record, select it and click the down-arrow button next to the Edit option in the
Records group of the Home tab. From the menu that is then displayed, click Rename:
Or right-click on the record and select the Rename option from the menu that is then
displayed.
The Rename option is disabled if more than one record is selected.
The Rename element window is then displayed:
Enter the new name and click OK to apply it.

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Apply Autonaming Rules to existing Records

Autonaming rules may be applied to existing records that are not named according to the
current applicable rules.
Apply autonaming rules to records, select them and click the down-arrow button next to the
Edit option in the Records group of the Home tab. From the menu that is then displayed,
click Auto Rename:
Or right-click on the list and select the Auto Rename option from the menu that is then
displayed.
The selected records are then renamed according to the current autonaming rules for the
elements in question.
5.6.4 Multi-Record Edit

To edit multiple records in a list, select them (see Select Multiple Rows), and click Edit in the
Records group of the Home tab.
The Multi Record Edit window is then displayed.

Tags User Guide
Use Lists
The window lists all the columns in the list. Click the Selected checkbox next to a column if
it is to be edited and enter the required value in the Value field.
Repeat this for every column that is to edited. Check the Select all checkbox to check all
Selected checkboxes.
Once all required columns have been selected and values entered for them, click OK. The
window closes all the selected records are updated.
For example, to set the description of every selected record to “Drum”, check the Selected
checkbox for the DESC column, and enter “Drum” in the Value field. When OK is clicked,
the value in the DESC fields for every selected record is set to “Drum”. Existing values are
overwritten.
Copy First Record’s Data to other Selected Records

To set values of the selected records to those of the first record selected in the list, check the
Copy first record’s Data checkbox.
Note: The “first record” does not necessarily mean the first (upper-most) record listed of
those selected, it means the first record that was selected when the selection of
multiple records was made.

Tags User Guide
Use Lists
The Value fields are then populated with the values of the first record.
Select columns to update with these values as described above, and click OK to apply
these values to the other selected records.
5.6.5 Delete Records

Note: The Undo facility (see Undo and Redo Changes) does not undo deletions.
To delete records, select the records and either click Delete in the Records group of the
Home tab, or right-click and select Delete from the menu that is then displayed.
Multiple records can be deleted.
A message is then displayed requesting that the user confirm the deletion.
Click Yes to proceed with the deletion or No to cancel the deletion.

If Yes is selected, the records are then deleted from the list.
Note: Records can also be deleted using the explorer. Refer to Explore the Database for
5.6.6 Undo and Redo Changes

Changes to data in a list can be undone and redone using buttons located in the Quick
Access Toolbar.
Undo Undoes the last change made to data in a list, including the adding and
copying of records.
Note: Deletions of records cannot be undone using this facility.
Note: Changes made prior to the last save (see Save Changes) cannot be
undone.
Multiple changes can be undone by using this facility, i.e. each time the button
is clicked the previous change is rolled back.
Redo Reverses the last undo (see above) made to data in a list.
Multiple undoes can be reversed
5.6.7 Refresh Data

To refresh data in any opened lists with any changes that other users may have made to the
data since the lists were opened, click the Get Work button in the Quick Access Toolbar:
, select the Get Work option from the Project menu, or press Ctrl+G.

Tags User Guide
Use Lists
A progress bar is displayed while the list data is updated. The update can be cancelled if
required by clicking the Cancel button. When the update is complete, changes to the data
are highlighted in colour.
Difference highlight colours are used for difference types of changes. Modifications are
highlighted in yellow. New records are highlighted in green. Deleted records are highlighted
in red.
Details of the refresh process and its results are displayed in the status bar and recorded in
the Message Log (see Messages in the Status Bar and Message Log).
5.6.8 Save Changes

To save any changes made to data in lists click the Save Work button in the Quick Access
Toolbar: , select the Save Work option from the Project menu, or press Ctrl+S.
If the Prompt for Session Comment during Save Work checkbox in the Options window
is checked (see 3: Options), the Save Work Comment window is displayed:
Enter a session comment as required and click OK to complete the save. Click Cancel to
cancel the save.
If the Prompt for Session Comment during Save Work checkbox is not checked, the
save will take place immediately.
Note: After changes have been saved, they cannot be undone using the Undo facility (see
Undo and Redo Changes).
Click Yes to proceed or No to cancel.
5.7 Find and Replace Text in a List

Any text string within a list can be found, highlighted and optionally replaced.
Text can also be searched for in column headings.
Find Text
To find text within a list or column heading enter the string to be searched for in the Find
field in the Find Replace group of the Home Tab.
To specify whether the string should be searched for in a list and/or a column headings, click
the arrow to the right of button next to the Find field to access the following drop-down list:

Tags User Guide
Use Lists
Select the Search in Headings and/or Search in Data Values options as required. Both
may be selected at once. If only one option is selected, if that option is then de-selected, the
other option automatically becomes selected.
To start the search, click the button with the binoculars symbol next to the Find field.
If searching within column headings, the first heading that contains a match is then
highlighted.
If searching within data values, the first row that contains a match is then highlighted and the
cell that contains the match is selected.
Click Next or the button again the find the next match. Click Previous to select previous
matches for the current search.
If searching within both headings and data values, matches within column headings are
highlighted first, followed by matches within the list.
If no matches are found, a message is displayed to inform the user of this.
The drop-down list in the field lists all the strings searched for in the current sessions.
Alternatively, click Find in the drop-down list accessed from the arrow to the right of button
next to the Find field, or right-click on a list and select the Find and Replace option from the
menu that is then displayed. The Find and Replace window is then displayed:
Enter the string that is to be searched for in the Find what field. If the string has already
been searched for during this session, it can be selected from the drop down list accessible
from this field.
By default, the search is conducted down the list, column by column.
To change the search order, or to selected option to conduct a more refined search, click the
+ button. Additional fields are then displayed in the window:

Tags User Guide
Use Lists
If the search is to be conducted row by row instead of column by column, click the By Row
option.
If the search is to be conducted from the bottom of the list upwards instead of from the top of
the list downwards, click the Up option.
To refine the terms of the search, check the Match case, Match entire cell contents.
Match prefix and/or Match suffix checkboxes as required.
To proceed with the search, click Find Next.
The cell that contains the first match is then selected.
Click Find Next again to find the next match.
Click Close to exit the window.
Replace Text
To find and replace text either click Replace in the drop-down list accessed from the arrow
to the right of button next to the Find field, or if the Find and Replace window is already
open, click on the Replace tab.
The Replace tab of the Find and Replace window is then displayed:

Tags User Guide
Use Lists
Specify the search options as described above.

In addition, enter the text that is to replace the found text in the Replace with field.
To proceed with the search and replace, click Find Next.
The first row that contains a match is then highlighted and the cell that contains the match is
selected.
If this text is to be replaced, click Replace.
To replace all matching text, click Replace All.
Whether or not a replace is implemented, click Find Next to find the next match.
Click Close to exit the window.
5.8 Print a List

To print the currently displayed list:
• Click Print > Print List on the Project menu.
• Right-click on the list and select Print Preview from the menu that is then displayed.
The Print Preview window is then displayed.

Tags User Guide
Use Lists
The window displays a preview of the list. Click the Print toolbar button to print it, or select
the Print option from the File menu. The File menu also includes a Page Setup option,
which accesses the standard Windows Page Setup window.
Thumbnail images of each page are displayed in the left-hand pane of the window. The
section of the page currently being viewed in the main viewing pane is enclosed in the
thumbnail (see the example above).
To close and open the thumbnail pane, select the Thumbnails option from the View menu.
Toolbar buttons:
Hand Tool Used to drag the page view in any direction. Click on the page
with this tool activated, drag the page until the required view is
visible, then release the mouse button.
Also available on the Tools menu.
Snapshot Tool Used to take screen captures of a page, or part of a page.

Captures are copied to the clipboard.
To take a capture of an entire page, click on the page with this
tool activated. To take a capture of a part of a page, click on one
corner of the area to be captured, then drag the cursor to the
opposite corner of the area and release the mouse button.

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Use Lists
Dynamic Zoom When this tool is active, the page will be zoomed into when the
Tool cursor is dragged up the page or the mouse wheel rolled up, and
zoomed out when it the cursor is dragged down or the mouse
wheel rolled down.
Zoom In Tool When this tool is active, left-clicking the mouse on a page will
zoom into that page to the next standard zoom level.
Zoom Out Tool When this tool is active, left-clicking the mouse on a page will
zoom out from that page to the next standard zoom level.
Page Width Sets the view to same width as the current page.
Also available on the View menu.
Margin Width Sets the view to the width of the margins of the grid image on the
current page.
Whole Page Sets the view to display the entire current page.
Zoom In Zooms into the page to the next standard zoom level.
Zoom Used to change the zoom level the value selected from the list
accessed from this field, or typed into this field.
Zoom Out Zooms out from the page to the next standard zoom level.
Continuous Removes the gaps between the different pages of the preview in
the main view. Click this button again to replace the gaps.
Page Layout Opens a drop-down list from where various page layout options
can be selected.
Close Preview Closes the Print Preview window.

Also available from the File menu (Exit option).
First Page Displays the first page of the preview.

Previous Page Displays the previous page of the preview.

Next Page Displays the next page of the preview

Last Page Displays the last page of the preview


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Use Lists
Previous View Changes the display the previous view.

Next View Changes the display the next view.


Tags User Guide
Use Lists

Tags User Guide
Project Breakdown Structure Explorer
6 Project Breakdown Structure Explorer
The PBS (Project Breakdown Structure) Explorer allows presenting database content
depending on user needs. It is accessible in Home ribbon tab in Database group:
The data can be shown as one or more user-defined structures. Each structure is shown in
the explorer as a hierarchy starting from separate root node and can show database items
organised according to their belonging to system, class, etc., depending on definition in
Lexicon (for more information please refer to Project Breakdown Structure chapter in
Lexicon User Guide).
The PBS Explorer tree is generated during runtime from Lexicon definition and its nodes
can represent database items as well as just label texts generated from definition. By
selecting node connected to database item, user can navigate database hierarchy (set
current element). Also, context menu with basic commands is available for relevant nodes.

Tags User Guide
Project Breakdown Structure Explorer

Tags User Guide
Explore the Database
7 Explore the Database
To explore the project database hierarchy, click Explore in the Database group of the
Admin tab. The Database explorer is then displayed:
Click the Engineering tab to view the Engineering hierarchy:

Tags User Guide
Click the System tab to view the System hierarchy:
The hierarchies are displayed in a standard Explorer tree-view.

Elements which have been claimed locally (refer to Manage Claims for further information)
are displayed in bold. For example:

Tags User Guide
If the Track CE checkbox is checked, the attributes of the element currently selected in the
hierarchy (the Current Element) are displayed to the right of the explorers.
When a different element is selected, the attributes of the element are automatically
displayed.
The displayed attributes may be edited if required.
Note: If the database has been set to Explicit Claim mode, before elements can be edited
they must first be claimed. Refer to Manage Claims for further information.
If an attempt to edit an unclaimed element in such a database is made, the edit will
fail.
A message will be issued explaining why (refer to Messages and the Message Log),
and the cell feedback colour will be set to that indicating an unsuccessful edit (see
Feedback Colours).
See also:

Tags User Guide
• Database - Attributes Tab

• Right-Click Menu Options
7.1 Database - Attributes Tab

The Database - Attributes tab is displayed when the Database Explorer is opened:
The tab contains the following options:
View Group
Alphabetically Used to set attributes to be displayed as a list (the default
setting).
By Category Used to set attributes to be displayed broken down into

categories. For example:
Click on the + and - symbols to expand and collapse

categories of attributes.
Categories Group
Select Used to specify which attribute categories are displayed for
the currently selected type of object. The following window is
displayed:

Tags User Guide
By default, all categories are displayed. To stop a category

being displayed, uncheck its checkbox.
Use to Check all and Uncheck all options to check or uncheck
all category checkboxes.
Manage Clicking the arrow next to Select and then Manage displays
the Manage Category Filters by Element Type window. The
category filters, are used to determine which categories can
be displayed in the Attributes window and managed by the
user.
Expand All If attributes are displayed broken down into categories, this
Categories option is used to expand all categories.
Collapse All If attributes are displayed broken down into categories, this
Categories option is used to collapse all categories.

Tags User Guide
Display Group
User Defined Used to show or hide the display of user defined attributes in
Attributes the list of attributes.
Pseudo Attributes Used to show or hide the display of pseudo attributes.
P-points Used to show or hide the display of p-points.
Names Used to show or hide the display of names.
Descriptions Used to show or hide the display of descriptions.
Data Types Used to show or hide the display of data types.
Show Unset/Nulref Used to toggle on and off the display of unset and nulref
values.
7.2 Right-Click Menu Options

The following menu is opened by right-clicking on an element in either explorer:

Tags User Guide
The menu consists of the following options:
New Opens a sub-menu from which a new element can be

created. The sub-menu consists of element types which can
be members of the currently selected element.
New elements are created without a name. They are given a
default identifier in the explorer consisting of the element
type suffixed with a sequential numbers, for example,
“:EQUITAG 1”. Use the Rename option to give a new
element a name.
Rename Used to rename the current element. Displays the Name

window:

Tags User Guide
Enter a new name in the Name field.

Use the drop-down list to select the type of renaming
operation:
• The Only option is used to rename the selected
element only.
• The Re-name all option is used to rename the entire
hierarchy below the selected element.
• The Un-name option is used to remove the name from
an element. Unnamed elements are given a default
identifier in the explorer consisting of the element type
suffixed with a sequential numbers, for example,
“:EQUITAG 1”.
If the current element has changed since the window was

opened, the window does not automatically reflect this. Click
the CE button if the current element is to be renamed. The
Name field then changes to display the name of the current
element.
Delete Used to delete the current element. A warning message will

be displayed requesting that the deletion be confirmed.
If the current element has members below it in the hierarchy,
they will also be deleted.
New Explorer Opens a sub-menu from which another Explorer window can
be opened, either displaying the current element and its
members, or the owner element of the current element and
its members.

Tags User Guide
Cut Standard options for cutting, copying and pasting elements.
Copy When an element is copied or cut, its members are also

copied/cut.
Paste
The paste option pastes cut/copied elements as members of
the element currently selected in the hierarchy. If the current
element cannot have the cut/copied elements as members,
the paste option will be disabled.
Copied elements will be given a default name consisting of
the name of the copied element suffixed with “copy-of-”.
In addition to the common options above, the following options are available on the right-
click menu in the Engineering explorer:

Release Used to release elements from local claims. Refer to

Release Elements from Local Claims for further information.
Flush Used to update parent extracts/databases with changes

made to extracted elements. Refer to Flush Extracts for
Issue Used to issue changes made to extracted elements to their

parent extract/database and to release those elements.
Refer to Issue Extracts for further information.
Drop Used to undo all changes made to extracted element and to

release those extracts. Refer to Drop Extracts for further
information.

Tags User Guide

Tags User Guide
Data Management
8 Data Management
The following data management facilities are provided in the Tags Module:
• Facilities for viewing and changing the project lifecycle status of elements. Refer to
View and Change Status.
• Facilities for highlighting changes to data between sessions. Refer to View Changes.
• Facilities for claiming and managing database claims. Refer to Manage Claims.
• Facilities for comparing attributes in other AVEVA product databases and updating and
linking them if required. Refer to Compare / Update / Link Attributes.
Facilities are also provided to export data to AVEVA NET, and to export and import data to
and from Excel spreadsheets. Refer to Import and Export for further information.
8.1 View and Change Status

Elements may be assigned a lifecycle consisting of defined Status, which they progress
through.
Status definitions are specified and applied by Administrators in LEXICON. Refer to Status
Control for further information.
The Tags Module is provided with the following Status management facilities:
• A graphical viewer which displays the lifecycle associated with the elements in the
current list as a workflow diagram. Refer to Display Graphical View of Lifecycle.
• The facility to select elements in a list according to their status. Refer to Select
Elements according to Status.
• The ability to change the status of an element or elements in a list, including adding
and removing elements to/from a lifecycle. Refer to Change Status of Elements.
• A log of status changes. Refer to View Log of Status Changes.
• A graphical representation of the proportion of elements at each status in a list. Refer to
View Graphical Report.
8.1.1 Display Graphical View of Lifecycle

To open a graphical workflow view of a lifecycle (Status Definition) associated with the
elements in a list, open the list and select the lifecycle from the Status Definition list (the top
drop-down list) in the Status Control group of the Manage tab, and click the button next to
the drop-down list.
The Graphical View window is then opened with the graphical representation of the
selected lifecycle displayed:

Tags User Guide
Data Management
8.1.2 Select Elements according to Status

To select all the elements in a list that share the same status in a lifecycle, open the list and
select the lifecycle from the Status Definition list (the top drop-down list) in the Status
Control group of the Manage tab.
From the Status Values list (the bottom drop-down list), select the status with the selected
lifecycle, and click the button next to that drop-down list.

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Data Management
A progress bar is displayed while the list is searched for all objects at the selected status.
The search can be cancelled if required by clicking the Cancel button. When the search is
complete, items at selected status are selected and highlighted:
The selected elements can then be collectively changed to another status as explained
below.
8.1.3 Change Status of Elements

Note: If a database has been set to Explicit Claim mode, before the status of elements can
be edited they must first be claimed. Refer to View Extract Claim State of Elements
If an attempt to change the state of an unclaimed element in such a database is
made, the attempt will fail. A message will be issued explaining why (refer to
Messages and the Message Log).
To change the status of an element or elements to the next status in the lifecycle, select
them in a list and click Promote in the Status Actions group of the Manage tab.
To change the status of an element or elements to the previous status in the lifecycle, select
them in a list and click Demote.
Note: Multiple elements at different status may be promoted or demoted using these
options.

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Data Management
To change the status of an element or elements to any status in the lifecycle that those
elements can be promoted or demoted to from the status it they are currently at, select them
in a list and click Edit.
Note: In this case, if multiple elements are selected they should be at the same status.
If the Promote or Demote options were selected, the Status - Tag Status window is
displayed as follows:
The window lists the names of the selected elements, the time and date of the last status
modification and the identity of the user who made that change, and if all the selected
elements are at the same status, the status that these elements will be promoted or
demoted to.
If required, enter a comment in the Comment field.
Click OK to apply the status change.
If the Edit option was selected, a different version of the Status - Tag Status window is
displayed:

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Data Management
In this case, the status to be applied to the selected elements may be chosen from a list of
available status. The list will consist of all status that the elements may be changed to,
according to the definition of the lifecycle.
As described above, enter a comment if required and click OK. To apply the status without
exiting the window, click Apply instead.
If multiple elements are selected that are different status, or had their status changed at a
different time and/or by a different user, “mixed” will be displayed instead of the data in
question. For example:

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Data Management
Add Elements to a Lifecycle

Elements that are not on the lifecycle currently selected for the list (using the Status
Definition list in the Status Control group of the Manage tab) cannot be promoted or
demoted (the options on the tab are disabled).
They can however be added to the lifecycle by using the Edit option.
The current status of the element will be listed as “Not Controlled”, meaning they are not on
the current lifecycle. As described above, select the required status to apply to the element,
enter a comment if required, and click OK or Apply.
Remove Elements from Lifecycle

To remove an element or elements from a status lifecycle, select them in the list and click
Remove in the Status Actions group of the Manage tab.
The selected elements are then taken off the lifecycle. Their status is set to “Not Controlled”,
meaning they are not on the lifecycle currently selected for the list.
8.1.4 View Log of Status Changes

To view a history of status changes for elements, select them in the list and click History in
the Status Actions group of the Manage tab.
The Status History window is then displayed. It lists details of the status transitions for the
selected elements, along with other session history:

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Data Management
The log can be printed or exported to an Excel spreadsheet by right-clicking and selected
the required option from the menu that is then displayed.
If Export to Excel is selected, the Save as dialog is displayed. Refer to Export to AVEVA
NET for further information.
If Print Preview is selected, the Print Preview window is displayed. Refer to Print a List for
A Refresh option is available to update the log with any changes made since it was opened.
8.1.5 View Graphical Report

To view a graphical breakdown of the proportion of selected elements a list at each status,
click Statistics in the Status Actions group of the Manage tab.
The Statistical Report window is then displayed:

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Data Management
Each coloured segment of the chart represents a status in the lifecycle currently selected for
the list, as explained in the legend.
Hover the mouse cursor over a segment to view to percentage of selected elements that the
segment represents.
To display the list of selected elements that a segment represents, right-click on it and select
the List Elements option from the menu that is then displayed.
A window is then displayed listing the elements represented by the segment:

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Data Management
To edit the status of the elements that a segment represents, right-click on it and select the
Edit Status option from the menu that is then displayed. The Status - Tag Status window is
displayed then displayed. Select the required status for the selected elements as described
in Change Status of Elements.
To view a log of the status changes that have been applied to the elements that a segment
represents, right-click on it and select the Status History option from the menu that is then
displayed. The Status History window is then displayed. Refer to View Log of Status
Changes for further information.
Right-click on the report background to display a menu with options for:
• printing reports (the Print Preview window is displayed - refer to Print a List for further
information),
• saving reports as .xml files,
• loading saved reports,
• refreshing reports with any changes made since they were opened.
8.2 View Changes

Data in one session can be compared to data in another and the differences highlighted. A
log of changes to data is also available. Refer to:
• Highlight Changes between Sessions
• View History of Changes
8.2.1 Highlight Changes between Sessions

To highlight changes between selected sessions, click Highlight in the Changes group of
the Manage tab.
The Choose Historical Database Session window is then displayed:

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Data Management
The window is used to select a target session and a base session. Stamps may also be
selected. The target session defaults to the current session. To select a different target
session or a stamp, and to select a base session or stamp, click the appropriate ... button.
The Select Session dialog is then displayed:
The Sessions tab displays the list of available sessions. The Stamps tab displays the list of
available stamps. Select the required session or stamp and click OK.
The Choose Historical Database Session window then displays the selected session:

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Data Management
When the required sessions have been selected, click OK.

Differences between the selected sessions or stamps will be highlighted. For example, if an
element was added, modified or deleted after the base session but during or by the time of
the target session, this will be highlighted.
For example:
Difference highlight colours are used for difference types of changes. Modifications are
highlighted in yellow. New records are highlighted in green. Deleted records are highlighted
in red.
Highlight Changes between Last and Current Session

To highlight changes between the last session and the current session, click on the arrow
button underneath the Highlight option in the Changes group of the Manage tab, and from
the menu that is then displayed, click the Last Session option.
Changes between the last and current sessions are then highlighted as described above.

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Data Management
8.2.2 View History of Changes
View Record or Cell History

To view the history of a record or a cell, select the required row or cell in the list and click
History in the Changes group of the Manage tab.
Note: If a record is based on different database elements, the user will be prompted to
specify which element historical data is to be displayed for.
Details of the history of the selected record or cell are then displayed as a new list tab.
View Column History

To view the history of data in a column, select a single cell in that column.
Click on the arrow button underneath the History option in the Changes group of the
Manage tab, and from the menu that is then displayed, click the Column History option.
Details of the history of the selected record or cell are then displayed as a new list tab (see
above for an example).
8.3 Manage Claims

If a database has been set to Explicit Claim mode (refer to the Administrator User Guide for
further information), before elements can be edited or have their status changed they must
first be claimed by the user to a Local Claim.
If the database is set to Explicit Claim mode and is also Extract database, they must also be
claimed to an Extract Claim after being claimed to a Local Claim.
If an attempt is made to edit or change the status of an element that must be claimed either
locally or to an extract, the edit/status change will fail. A message will be issued explaining

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Data Management
why (refer to Messages and the Message Log for further information).
Data Management facilities in the Tags Module enable users to:
• View the current local and extract claim state of elements in a list.
See View Local Claim State of Elements and View Extract Claim State of Elements..
• Claim and release elements from a local claim.
See Claim Elements to Local Claims and Release Elements from Local Claims.
• Claim, release, flush, issue and drop elements from an extract claim.
See Claim Elements to Extract Claims, Release Claimed Elements from Extract
Claims, Refresh Extracts, Flush Extracts, Issue Extracts and Drop Extracts.
For further details of Extracts, Claims and related concepts and procedures, refer to the
Administrator User Guide.
8.3.1 View Local Claim State of Elements

To view the local claim state of all the elements in the current list, click Claim in the Records
group of the Home tab. From the menu that is then displayed, click Show Claim State:
The Show Claim State window is then displayed:

Tags User Guide
Data Management
Select the required options on the window to specify whether:

• the rows of elements claimed to a local claim will either be selected or highlighted
(displayed with a different background colour).
• all elements not claimed to a local claim, all elements claimed to a local claim, only
those that have been modified, or only those not modified are to be selected/
highlighted.
• only those elements claimed by the current user or by all users are to be selected/
highlighted.
Click OK. The window then closes and a progress bar is displayed while the local claim
states of the elements in the list are queried.
The elements are then selected/highlighted in accordance with the selected options.

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Data Management
If only some of the attribute groups of an element have been claimed to a local claim and the
highlight option was selected, only the columns in the claimed attribute groups are
highlighted.
The default highlighting colour can be changed via the Feedback Colours option in the
Grid Options group of the View tab (refer to Feedback Colours for further information).
To remove highlighting, click Reset Cell Feedback in the Grid Actions group of the Home
tab.
8.3.2 View Extract Claim State of Elements

To view the extract claim state of all the elements in the current list, click State in the
Extracts group of the Manage tab. The Show Extracts State window is then displayed:

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Data Management
Select the required options on the Show in List tab of the window to specify whether:
• the rows of elements claimed to an extract will either be selected or highlighted
(displayed with a different background colour).
• all elements not claimed to an extract, all elements claimed to an extract, only those
that have been modified, or only those not modified are to be selected/highlighted.
Click OK. The window then closes and a progress bar is displayed while the extract states
of the elements in the list are queried.
The elements are then selected/highlighted in accordance with the selected options.

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Data Management
If only some of the attribute groups of an element have been claimed to an extract, and the
highlight option was selected, only the columns in the claimed attribute groups are
highlighted.
The default highlighting colour can be changed via the Feedback Colours option in the
Grid Options group of the View tab (refer to Feedback Colours for further information).
To remove highlighting, click Reset Cell Feedback in the Grid Actions group of the Home
tab.
The All Claimed Elements tab lists all elements claimed to an extract and can be used to
flush, issue and drop claims.
Refer to Flush Extracts, Issue Extracts and Drop Extracts for further details.
8.3.3 Claim Elements to Local Claims

To claim elements to a local claim:
• select the elements in a list and click Claim in the Records group of the Home tab.
From the menu that is then displayed, click Claim:

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Data Management
or
• select the elements in a list and then right-click and select the Claim option from the
menu that is then displayed, or
• in the Engineering tab of the Database explorer (see Explore the Database), right-click
on an element, group or world and select the Claim option from the menu that is then
displayed.
The Claim Records window is then displayed:
The window lists the attribute groups associated with the selected elements, and the
columns in each attribute group.
To claim an attribute group to a local claim, ensure the appropriate Select checkbox is
checked (this is the default setting).
Click OK. The selected elements/attribute groups are then claimed to form a local claim.
If a selected element or attribute group has already been claimed by another user, the claim
will fail. An error message will be issued explaining why.
8.3.4 Release Elements from Local Claims

To release elements from a local claim:

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Data Management
• select the elements in a list and click Claim in the Records group of the Home tab.
From the menu that is then displayed, click Release.
or
• select the elements in a list and then right-click and select the Release option from the
menu that is then displayed, or
on an element, group or world and select the Release option from the menu that is
then displayed.
The Release Records window is then displayed:
To release an attribute group, ensure the appropriate Select checkbox is checked (this is
the default setting).
Click OK. The selected elements/attribute groups are then released from the local claim.
If a selected element/attribute group has been edited, it must be saved before it can be
released. If it is not, the release will fail. An error message will be issued to explain why.

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Data Management
8.3.5 Claim Elements to Extract Claims

To claim elements and form an extract of those elements, select the elements in a list and
click Claim in the Extracts group of the Manage tab.
The Claim Extract window is then displayed:
To claim an attribute group to an extract claim, ensure the appropriate Select checkbox is
checked (this is the default setting).
Click OK. The selected elements/attribute groups are then claimed to form an extract claim.
If a selected element or attribute group has already been claimed by another user, the
extract will fail. An error message will be issued explaining why.
8.3.6 Release Claimed Elements from Extract Claims

To release claimed elements from an extract claim select the elements in a list and from the
menu accessed from the arrow under the Claim button in the Extracts group of the Manage
tab, select Release:

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Data Management
The Release Extract window is then displayed:
To release an attribute group, ensure the appropriate Select checkbox is checked (this is
the default setting).
Click OK. The selected elements/attribute groups are then released from the extract claim.
released. If it is not, the release will fail. An error message will be issued to explain why.
8.3.7 Refresh Extracts

To refresh extracted elements with current data from the parent database only (which itself
may be an extract), select the elements from the list and click Refresh in the Extracts group
of the Manage tab.
To refresh extracted elements with current data from all their “ancestors”, i.e. from parent
extracts, and from their parent extracts or databases up to the top of the database hierarchy,
select the elements from the list, and from the menu accessed from the arrow under the
Refresh button in the Extracts group of the Manage tab, select From All Ancestors.

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Data Management
The refresh then takes place. Changes are indicated using the highlight colour.
8.3.8 Flush Extracts

To update the parent extract or database with saved changes made to extracted elements,
either:
• select the elements from the list and click Flush in the Extracts group of the Manage
tab, or
• click State in the Extracts group of the Manage tab to display the Show Extracts
State window (see View Extract Claim State of Elements). Select the All Claimed
Elements tab, select the elements from the list on this tab, then right-click and select
the Flush option from the menu that is then displayed, or
on an element, group or world and select the Flush option from the menu that is then
displayed.
The Flush Extract window is then displayed:
To flush an attribute group, ensure the appropriate Select checkbox is checked (this is the
default setting).

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Data Management
If required, enter a comment regarding the flush in the Comments field.

Click OK. The parent extract or database is then updated with any saved changes made to
selected elements/attribute groups. Changes that have not been saved are not flushed.
The selected elements/attribute groups are not released from the extract by this procedure.
8.3.9 Issue Extracts

To issue any saved changes made to extracted elements to their parent extract or database
and to release those elements, either:
• select the elements from the list and click Issue in the Extracts group of the Manage
tab, or
the Issue option from the menu that is then displayed, or
on an element, group or world and select the Issue option from the menu that is then
displayed.
The Issue Extract window is then displayed:
To issue an attribute group, ensure the appropriate Select checkbox is checked (this is the
default setting).
If required, enter a comment regarding the issue in the Comments field.

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Data Management
Click OK. The parent extract or database is then updated with any changes made to
selected elements/attribute groups, and the selected elements/attribute groups are
released.
issued. If it is not, the issue will fail. An error message will be issued to explain why.
8.3.10 Drop Extracts

To undo all changes made to extracted element and to release those extracts, either:
• select the elements from the list and click Drop in the Extracts group of the Manage
tab, or
the Drop option from the menu that is then displayed.
on an element, group or world and select the Drop option from the menu that is then
displayed.
The Drop Extract window is then displayed:
To drop an attribute group, ensure the appropriate Select checkbox is checked (this is the
default setting).
If required, enter a comment regarding the drop in the Comments field.
Click OK. The selected elements/attribute groups are then dropped and released, and all
modifications made to them are undone.

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Data Management
8.4 Compare / Update / Link Attributes

The Compare / Update / Link Attribute facility is used to compare the attribute values of Tags
data against data held in AVEVA Instrumentation, AVEVA Electrical and Design databases,
and to update the Tags data with values from these databases.
To access the facility click Compare / Update / Link in the AVEVA Integration group of the
Manage tab.
The Compare Update window (see below) and the Compare/Update - Actions tab are then
displayed:
From upper list in Source Selection group, select the data source with which Tags data is
to be compared etc:
If AVEVA Electrical, AVEVA Instrumentation or AVEVA P&ID is selected, the next step is to
select an Electrical, Instrumentation or P&ID project via the Login option which is then
displayed on the Compare/Update - Actions tab.
If the Design Database, Schematic Database or Engineering Database option is selected, a

connection is automatically established with the database of the current project.
After a connection has been established, select the element source from the lower list in the
Source Selection group.

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Data Management
If attribute mappings and filters have previously been set up the compare process will then
start automatically.
If attribute mappings and/or filters have not been set up, the user will be prompted to set
these up.
The results of the process are displayed in the Compare/Update window:
Compare/Update - Actions Tab

When the Compare/Update window is open, an extra tab, Compare/Update - Actions, is
displayed.
The tab has the following options:
Source Selection Group

Data source Used to select the type of source database: AVEVA
Electrical, AVEVA Instrumentation, AVEVA P&ID or Design,
Schematic or Engineering.
Elements Once the source database has been selected, used to select
the type of elements that the compare/update process is to
be the subject of.
Source Group

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Data Management
Login / Logoff The Login option is used to select and connect to an AVEVA
Electrical, AVEVA Instrumentation or P&ID database.
The option changes Logoff once a connection is
established.
Not displayed if the data source is a Design, Schematic or
Engineering database.
Refresh Used to repeat the comparison process.
Destination Group
Update Database Used to display the Update Engineering Database window,
which is used to view comparison process statistics and
options, and to apply updates to Tags data.
Configuration Group
Accept All / Reject All Used to accept or reject all changes all compared objects.
If the checkbox is checked, the label is set to Accept All. If
the checkbox is unchecked, the label is set to Reject All.
Filters Used to display the Filters window, which is used to set up

filters.
Options Used to display the Options window, which is used to set

the types of objects that will be compared and how their
attributes will be mapped.
Refer to the Compare/Update User Guide for further information.

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Data Management

Tags User Guide
Import and Export
9 Import and Export
Data can be exported and imported to and from Excel spreadsheets. It can also be exported
to AVEVA NET.
• Import from and Export to Excel
• Export to AVEVA NET
Data in Tags can also be updated with data from other databases. See Compare / Update /
Link Attributes for further information.
9.1 Import from and Export to Excel

The Excel Import and Export tool supports the import and export of Excel Workbook files to
and from a Dabacon database.
• To import data from Excel, click Excel Import in the Import / Export group of the
Manage tab.
• To export data from a list, open the list and either click Excel Export in the Import /
Export group of the Manage tab, or right-click on the list and select the Export to
Excel option from the menu that is then displayed.
• To export data selected from the database, click the arrow button next to the Excel
Export in the Import / Export group of the Manage tab, and from the menu that is then
displayed select the Select From Database option.
Refer to Design Common Functionality User Guide for more information and to Datasheets
(Current Datasheet) for more information
.
9.2 Export to AVEVA NET

Tags data can be exported to AVEVA NET.
Before an export can take place, a number of export options must be specified. Click
AVEVA NET Gateway Setup in the Admin tab. The Publish to AVEVA Net window is then
displayed:

Tags User Guide
Import and Export
For more information on setting up the interface, refer to AVEVA NET Schematic Gateway
Configuration Guide.
To export data to AVEVA NET from a list, open the list and click Publish to AVEVA NET in
the AVEVA Integration group of the Manage tab.
Note: In order for data to be exported to AVEVA NET from a list, the Can be published to
AVEVA NET checkbox for that list must be checked on the View tab of the List
Manager window. Refer to Create a List for further information.
If this checkbox is not checked, the Publish to AVEVA NET option will be disabled.

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View Diagrams, Models and Linked Documents
10 View Diagrams, Models and Linked Documents
The schematic diagrams, schematic models and documents associated with an element
can be viewed in Tags. In the case of documents, further documents can be linked to
elements. Refer to:
• View Schematic Diagrams
• View Schematic Models
• View and Add Document Links
10.1 View Schematic Diagrams

The schematic diagram in which an element is located can be viewed in Tags, and changes
made to schematic diagrams between selected sessions can be highlighted and listed.
Refer to:
• Open a Schematic Diagram
• Highlight Changes in Schematic Diagrams
10.1.1 Open a Schematic Diagram

To view the schematic diagram in which an element is located, select the element in a list,
and click Diagram in the View group of the View tab, or right-click on the element in a list
and select the View Diagram option on the menu that is then displayed.
If the element is associated with a diagram, the Diagram Viewer is then displayed with the
diagram displayed. Refer to the Schematic Model Manager User Guide for further
information.
If the element is not associated with a diagram, an error message is displayed.
To browse for and open a schematic diagram, either click Diagram in the View group of the
View tab when an element is not selected in a list, or click on the arrow under the Diagram
option and select View Diagram from the menu that is then displayed.
The View Diagram window is then displayed, from which the required diagram can be
selected and opened in the Diagram Viewer. Refer to the Schematic Model Manager User
Guide for further information.

Tags User Guide
Diagram Viewer - Actions Tab

When the Diagram Viewer is open, an extra tab, Diagram Viewer - Actions, is displayed.
The tab has the following options:
Diagram Group
Open Used to select and open a schematic diagram.
View Group
Zoom In When this tool is active, left-clicking the mouse on a diagram
will zoom into that diagram to the next standard zoom level.
Zoom Out When this tool is active, left-clicking the mouse on a diagram
will zoom out from that diagram to the next standard zoom
level.
Zoom To Selection Used to zoom to a selected area of the diagram. Select this
button then select the area by left-clicking on one corner of
the area and then dragging the cursor to the opposite corner
of the area.
Zoom To Window Used to zoom out so that the entire diagram is visible.
This option is also available from the menu that is displayed
by right-clicking on a diagram.
Auto Zoom On External Used to toggle the mode for auto-zoom. When this option is
Selection toggled on, selecting an element will zoom the diagram to
display that element and highlight it.
Bookmarks Group
Set Bookmark Used to save the current view of a diagram. Saved views
are known as bookmarks.
Previous Bookmark Used to set the view to the bookmark that was set before the
current bookmark.
Next Bookmark Used to set the view to the bookmark that was set after the
current bookmark.
Remove Bookmark Used to delete the current bookmark.
Clear All Bookmarks Used to delete all bookmarks.
10.1.2 Highlight Changes in Schematic Diagrams

Changes made to schematic diagrams between selected sessions can be highlighted and
listed.
To highlight changes made to the diagram on which an element is located, select the
element in the list, click on the arrow under the Diagram option in the View group of the
View tab, and select Change Highlighting from the menu that is then displayed.
The Select Diagram and Sessions to Compare window is then displayed. This window is
used to select the sessions (or stamps) which are to be compared.

Tags User Guide
Once the sessions/stamps have been selected, the changes to diagrams between sessions
are displayed in the Diagram Change Highlighting window.
Diagram Change Highlighting - Actions Tab

When the Diagram Change Highlighting is open, an extra tab, Diagram Change
Highlighting - Actions, is displayed. The tab has the following options:
Diagram Group
Open Opens the Select Diagram and Sessions to Compare
window so that a new session comparison can be made.
Refresh Performs a re-comparison of the current diagram and

sessions so that changes made since the comparison was
made will be highlighted and changes made to attribute and
colour settings (see below) are implemented.
Highlighting Group
Highlight New Used to highlight new elements on the diagram in the
Elements selected highlight colour for new elements.
Highlight Deleted Used to highlight deleted elements on the diagram in the

Elements selected highlight colour for deleted elements.
Highlight Modified Used to highlight modified elements on the diagram in the

Elements selected highlight colour for modified elements.
View Group
Zoom In Used to zoom into a diagram to the next standard zoom
level.
Zoom Out Used to zoom out from a diagram to the next standard zoom
level.
Zoom to Fit Used to zoom a diagram out so that the entire diagram is
visible
Auto Zoom on Used to toggle the mode for auto-zoom. When this option is
Selection toggled on, selecting an element will zoom the diagram to
display that element and highlight it.
Configuration Group
Attribute Configuration Used to specify which attributes are to be considered when
comparing changes to diagrams, i.e. changes to specific
attributes may be ignored if required.
Highlight Colour Used to set the colour used to highlight new, deleted and
Configuration modified elements.
10.2 View Schematic Models

To view an element within a representation of the schematic model, select the element in a
list, and click Model View in the View group of the View tab.

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The Schematic Model Viewer is then displayed, showing the element within the schematic
model. Refer to the Diagrams User Guide for further information.
To browse for and open an element to view within the Schematic Model Viewer, either click
Model View in the View group of the View tab when an element is not selected in a list, or
click on the arrow under the Model View option and select View Model from the menu that
is then displayed.
The Select Equipment window is then displayed, from which the required element can be
selected and opened in the Schematic Model Viewer. Refer to the Diagrams User Guide
Model Viewer - Actions Tab

When the Schematic Model Viewer is open, an extra tab, Model Viewer - Actions, is
displayed. The tab has the following options:
Model Group
Open Used to browse for and open a element to view within the
Schematic Model Viewer.
Visibility Group
Pipe lines Used to toggle the display of pipe lines within a model view.
HVAC lines Used to toggle the display of HVAC lines within a model view
Cables Used to toggle the display of cables within a model view.
View Group
Centre Used to generate a new view, with the item currently
selected in the model view at its centre.
Expand Used to traverse and expand all connections to the item

currently selected in the model view. This will generate a
new view.
Collapse Used to collapse a previously expanded item.
Show Inline Items Used to toggle the display of inline items within a model
view.
Settings Used to open the Settings window.
10.3 View and Add Document Links

To view, edit and add documents and other resources linked to an element, select the
element in a list or in the databases explorer and click Linked Documents in the View
group of the View tab.
The Linked Documents window is then displayed:

Tags User Guide
Continue at:
• View Links
• Create Worlds and Classes
• Add and Edit Links
10.3.1 View Links

The Documents linked to pane on the Links tab of the Linked Documents window
displays the documents, URLs and e-mail addresses currently linked to the selected
element.
If the Track CE checkbox is checked, the links of the element currently selected in the
hierarchy (the Current Element) are displayed in the Links tab. When a different element is
selected, the links of that element are automatically displayed instead.
To open a linked file or URL, or to send a message to an linked e-mail address, right-click on
the link in either tab and select Open from the menu that is then displayed:
Links are organised in the link classes which are in turn collected into link worlds. Refer to
the Database Management Reference Manual for further details of this links worlds and
classes.
10.3.2 Create Worlds and Classes

Before links can be created, the worlds and classes they are to be assigned to must first be
created.
To view existing words and classes, and to create new ones, click on the Folders/Classes
tab.
The left-hand pane of the tab display the existing structure of worlds, sub-folders and
classes in an explorer tree-view:

Tags User Guide
To view the links which have been assigned to a class, select it from the explorer. The links
assigned to the selected class are then listed in the middle, Linked documents in class
pane:
To view the classes a link has been assigned to click on that link in the Links tab or the
Folders/Classes tab. In the right-hand Assign Classes pane, the classes to which the link
has been assigned are indicated with a tick against them:
To create a new world, right-click on a space in the left-hand section of the Folders/Classes
tab and select the New world option from the menu that is then displayed.
A node for the new world is added to the explorer. Enter a unique name for it:

Tags User Guide
To add a class to a world, right-click on the world node, or on a sub-folder in that world (see
below), and select the New class option from the menu that is then displayed:
A new node is then created for the class under the selected world. Enter a unique name for
it:
If required, sub-folders may be added to the hierarchy under the world level into which
classes may be placed. To add a sub-folder, right-click on a world node or on an existing
sub-folder, select New folder from the menu that is then displayed, and enter the name of
the folder:

Tags User Guide
Classes and further sub-folders can then be added to the new folder as required. For
example:
To delete a world, class or folder, right-click on it and select Delete or click on it and press
the Delete key.
To rename a world, class or folder, right-click on it and select Rename, and enter the new
name.
World, classes and folders can be cut, copied and pasted using the appropriate options on
the right-click menu, by dragging and dropping in the normal way, and by using the standard
keyboard commands. The names of copied items are suffixed with “-COPY”.
10.3.3 Add and Edit Links

To a link to an element, open the Links tab and select the element in a list or in the
databases explorer (ensure that the Track CE checkbox is checked).
Right-click in the Documents linked to pane and select the Add Link option from the menu
that is then displayed.
The Add Link to <element name> window is then displayed:

Tags User Guide
To add an existing link to the element, click on the Existing link category (the window
defaults to this category if there are any existing links).
The Link options pane displays the hierarchy of worlds and classes as described above. It
also displays the existing links in each world.

Tags User Guide
To select an existing link, click on it, and then click OK. The link is then assigned to the
element:
To add a link to a file, click on the Existing file category:
Enter a unique name for the link and a description. Click Choose file to browse for the file,
or enter the file path and name in the Path to file field.
Click OK to add the link to the element.
To add a link to a web page, click on the Web page category:

Tags User Guide
Enter a unique name for the link and a description. Click Browse to browse for the web
page, or enter the URL in the Address field.
If Browse is clicked, a browser is opened. Browse to the required web page and then close
the browser. The Address field is then completed with the URL of the web page.
To add a link to an e-mail address, click on the E-mail address category:
Enter a unique name for the link and a description.

Enter the e-mail address and the default subject for messages sent to the linked address via
the Linked Documents window.
Assign Links to Classes

To assign a link to a class, click on it in the Links tab or the Folders/Classes tab. In the
Assigned Classes pane, the classes to which the link has been assigned are indicated with
ticks in the adjacent checkboxes:

Tags User Guide
To assign the link to a class, check the appropriate checkbox.

Uncheck a checkbox to remove a link from a class.
Open and Edit Links

To open a linked file or URL, or to send a message to an linked e-mail address, right-click on
the link and select Open from the menu that is then displayed.
To rename a link, right-click on the link, select Rename from the menu and enter the new
name. Each name must be unique.
To remove a link from an element, right-click on the link and select Remove.

Tags User Guide
Reports
11 Reports
The following reporting facilities are available:

• Quick reports can be run on the data in the current list using simple pre-defined
templates. Refer to Running Quick Reports on the Current List.
• A number of pre-define reports supplied with the product, as well as user defined
reports can be run. Refer to Running Pre-Defined Reports.
• Reports can also be run from within the Reporting Designer. Reporting Designer can
also be used to create new reports and report templates. Refer to Reporting Designer.
11.1 Running Quick Reports on the Current List

To run a report which contains the data displayed in the current list, click Quick Report in
the Grid Actions group of the Home tab.
The Quick Report window is then displayed:
The window is used to select the template (a .repx file) to be used as the basis for the new
report.
To select a template, first select the template location from the Look In drop-down:

Tags User Guide
Reports
These locations correspond to the following folders:

Product: %PDMSDFLTS%\Data\Reports
Project: %<PRJ>INFO%\Reports
User: %PDMSUSER%\Data\Reports
Select Browse… to look for layout templates in an alternative folder.
The templates supplied with the product are located in the Product folder.
Once a folder has been selected, the layout templates in that folder are listed in the Layout
Template tab. Click on a template to view a preview of it.
To select a template and exit the window, click on it and then click Open.
The following message is displayed:
If Yes is selected, a new report is then created based on the selected template and
displayed in Reporting Designer. Reporting Designer facilities can then be used to save,
print and/or export the report.
If No is selected, a new report is created with the data source as the fields in the current list
but without the layout as defined by the selected template applied. The user may then
define the appearance of the new report using Reporting Designer facilities, and then save
and/or export the report as required.

Tags User Guide
Reports
For further information on Reporting Designer, refer to the Reporting User Guide.
11.2 Running Pre-Defined Reports

To run a pre-defined report either supplied with the product or created by a user, click
Reports in the Reporting group of the Home tab. From the menu that is then displayed,
click Run Reports.
The Run Report window is then displayed:

Tags User Guide
Reports
The window is used to select the report definition (a .repv file).

To select a report first select the report definition location from the Look In drop-down:
These locations correspond to the following folders:

Product: %PDMSDFLTS%\Data\Reports
Project: %<PRJ>INFO%\Reports
User: %PDMSUSER%\Data\Reports
Select Browse… to look for report definitions in an alternative folder.
The report definitions supplied with the product are located in the Product folder.
Once a folder has been selected, the report definitions in that folder are listed in the Report
Definition tab. Click on a report definition to view a preview of it.
To run the selected report and exit the window, click Run.
The Run Report window of the Reporting Designer is then displayed, from which the report
can be printed and/or exported. Refer to Reporting User Guide for further information.

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Reports
11.3 Reporting Designer

User-defined reports and report templates can be designed and edited using the Report
Designer.
To access the Report Designer, click Reports in the Reporting group of the Home tab.
From the menu that is then displayed, click Report Designer.
The Reporting Designer application is then opened:

Tags User Guide
Reports

Tags User Guide
Datasheets
12 Datasheets
The Datasheets functionality available in the module provides the user with the ability to
create, revise, view, export and compare datasheets. These datasheets are stand-alone
documents which can be created for tagged items.
12.1 Datasheet Hierarchy

As with all elements in the software, all the TAGS module elements are owned by other
elements, therefore elements must be created in strict order. The datasheet hierarchy for
the TAGS module is displayed in the Database Explorer.
Below the Dictionary world level in the TAGS module, the datasheet specific elements are:
12.1.1 Datasheet Instance World

A Datasheet Instance World (DSIWLD) element is a container for Datasheet Instance
(DSINST) definitions.
To create a Datasheet Instance World, right click the required element in the Database
Explorer, select New > DSIWLD: Datasheet Instance World. A DSIWLD element is
created and displayed in the Database Explorer.
12.1.2 Datasheet Instance Group

If multiple elements of a similar type are to be created in the dictionary database then
groups can be used to simplify navigation of the database hierarchy.

Tags User Guide
Datasheets
A Datasheet Instance Group (DSIGRO) must be created below a DSIWLD element. To

create a DSIGRO element, right click the DSIWLD element in the Database Explorer,
select New > DSIGRO: Datasheet Instance Group. A DSIGRO element is created and is
displayed in the Database Explorer.
12.1.3 Datasheet
A datasheet must be created below a DSIGRO element, to create a Datasheet Instance
(DSINST) element, right click the DSIGRO element in the Database Explorer, select New >
DINST: Datasheet Instance.

Tags User Guide
Datasheets
The datasheet instance is created with a default name, the attributes and properties of the
datasheet are displayed in the current editor element.
Properties of the datasheet

On the Home tab, in the Datasheets group, click Datasheet, select New from the drop-
down list to display the Datasheet window.

Tags User Guide
Datasheets
Or, on the View tab, in the Datasheets group, click Datasheet, select New from the drop-
All of the tasks that a user would carry out that are associated with the creation or
modification of a datasheet are initiated from a central window which acts as a task hub.
Depending on selections made in the Datasheet window the user will be presented with
further prompts requiring user input, allowing the workflow to continue.
From the Datasheet window, the user must select a datasheet template, name and tag for
the datasheet. The Misc attributes of the optional, populate as required.

Tags User Guide
Datasheets
Select a datasheet template form the list of available templates, refer to Datasheets for
more information.
Enter a name for the new datasheet or use the autonaming functionality.
Note: Names must not contain spaces.
To specify the engineering tag item from which the datasheet is to be created. Select
Browse, the Reference Picker window is displayed.

Tags User Guide
Datasheets
From the list of displayed engineering tag items, select the required engineering tag item,
then click Add. The Reference Browser window is displayed.
Select the engineering tag item, click OK.

Or
Click Cancel to discard any inputs and close the Reference Browser window. From the
Datasheet window, click OK to create the new DSINST element.

Tags User Guide
Datasheets
The new DSINST element is displayed in the database explorer and the datasheet is
displayed alongside the CE editor.
Modify Datasheet
Tag attributes displayed in the grid can be modified and the corresponding attribute in the
datasheet is then automatically updated to reflect the modification and vice versa.
Open datasheet
On the Home tab, in the Datasheets group, click Datasheet, select Open from the drop-

Tags User Guide
Datasheets
Or, on the View tab, in the Datasheets group, click Datasheet, select Open from the drop-
The Open tab of the Datasheet window is populated with existing datasheets. Click to
highlight the required datasheet, click OK to display the required datasheet. Or click Cancel
to discard any inputs and close the datasheet window.
Datasheet Revision
Datasheets which have been revised can be viewed and opened, on the Home tab, in the
Datasheets group, click Datasheet, select Open Revisions from the drop-down list to
display the Datasheet window.

Tags User Guide
Datasheets
Or, on the View tab, in the Datasheets group, click Datasheet, select Open Revisions from
the drop-down list to display the Datasheet window.
The Revisions tab of the Datasheet window is populated with existing datasheets which
have been revised. Click to highlight the required datasheet, click OK to display the required
datasheet.
Edit datasheets
The common functionality to edit a datasheet, such as Cut, Copy, Paste Undo and Redo is
available to the user for selection from the Clipboard group and quick access toolbar.
Publish Datasheets
Datasheets and lists can be published to a variety of formats:
• Print a hard copy

Tags User Guide
Datasheets
• Export as Excel
• Export as PDF
• Publish to AVEVA NET.
Print a hard copy of a datasheet or list

On the Project tab, select Print then Print Datasheet or Print List.
Export as Excel
A current list or datasheet or a selection from the database can be exported to Excel for
example: Current Datasheet.
On the Manage tab, in the Import/Export group, click Excel Export Wizard, select Current
Datasheet, export the current datasheet in an excel format to any location.
Export as PDF
A current list or datasheet can be exported to pdf for example: Current Datasheet.

Tags User Guide
Datasheets
On the Manage tab, in the Import/Export group, click Pdf Export, select Current
Datasheet, export the current datasheet in a pdf format to any location.
Publish to AVEVA NET

A current list or datasheet can be published to AVEVA NET, for example: Current Datasheet.
On the Manage tab, in the Integration group, click Publish to AVEVA NET, select Current
Datasheet.
The datasheet can be published as MHTML format to any staging area specified by the
user. Refer to Import and Export for further information.
Import Datasheet/List
Datasheet or lists can be imported and then compared with currently opened datasheet. To
import and compare a datasheet. On the Manage tab, in the Integration group, click Excel
Import, select Import.
From the displayed Open window, select the datasheet to be imported and compared with
the current datasheet.
All of the mappings from the imported datasheet are compared with the current datasheet
and displayed in the displayed Datasheet Import window.

Tags User Guide
Datasheets
The highlighted rows are the imported mappings which differ from the current datasheet
mappings, the differences are also highlighted in the datasheet.
To update the current datasheet to reflect the mapping differences, from the Datasheet
Import window, select the Accept check box alongside the highlighted row. Then on the
Manage tab, in the Integration group, click Excel Import, select Current Datasheets then
Update from the drop down list.

Tags User Guide
Datasheets
Once the mappings that differ are updated, the status column is added to the Datasheet
Import window.
If required the user can refresh the datasheet (that is the imported datasheet is compared to
the current datasheet and the Datasheet Import grid is automatically repopulated).On the
Manage tab, in the Integration group, click Excel Import, select Current Datasheet then
Refresh.
12.2 Datasheet Configuration

All of the tasks that a user would carry out that are associated with the format of a datasheet
are initiated from a central window which acts as a task hub.
Depending on selections made in the Datasheet window the user will be presented with
further prompts requiring user input, allowing the workflow to continue.
On the Admin tab, in the Datasheets group, click Configuration to display the Datasheet
Configuration window.

Tags User Guide
Datasheets
From the Datasheet part of the Datasheet Configuration window, the user can select the
owner (the hierarchy) of the datasheet, see the Reference Browser window.
The Change Highlighting part of the Datasheet Configuration window allows the user to
specify how differences between the last revision and working version are highlighted.

Tags User Guide
Datasheets
Attributes changes Highlights all the attribute mappings with changes.
Cell position changes Highlights the cell with changes in unit of measure.
Unit of measure Highlights the mappings whose cell position has changed
changes (the mappings are copied to another cell).
Sort order of list items Highlights all the list of value mappings with change in
sorting order.
If any changes are made to datasheet with free text, the user is asked if the changes to the
data sheet are to be saved as a revision. The revised datasheet will be saved to the
following location: Project Default folder\Data\Datasheets\Instances.
The Watermark part of the Datasheet Configuration window allows the user to format a
watermark for the datasheet.
Text Select the required watermark from the drop-down list.
Direction Select the required direction of the watermark from the

drop-down list.
Colour Select the required colour for the watermark from the drop-
down list.
Font Select the required font for the watermark from the drop-
down list.
Size Select the required font size for the watermark from the
drop-down list.

Tags User Guide
Datasheets
Font Style Select the font style for the watermark.
Position Select if the watermark is positioned in front of the text or

behind the text.
Click OK, all the settings are saved in DatasheetInstanceSettings.xml file at Project
Default folder\Data\Datasheets or click Cancel to discard any inputs and close
the Datasheet Configuration window.

Tags User Guide
Index
A Show Units in Column Headings . . 5:11

Sort a List . . . . . . . . . . . . . . . . . . . . . 5:9
Accessing the Tags Module . . . . . . . . . . 1:2 Columns Summaries . . . . . . . . . . . . . . 5:10
Actions Tab . . . . . . . . 8:26, 10:2, 10:3, 10:4 Combine Columns . . . . . . . . . . . . . . . . . 5:8
Admin Tab . . . . . . . . . . . . . . . . . . . . . . . 2:11 Command Window . . . . . . . . . . . . . . . . 2:15
Alternate Filtering . . . . . . . . . . . . . . . . . 5:20 Compare / Update / Link Attributes . . . 8:25
Arrays of References . . . . . . . . . . . . . . 5:25 Compare/Update - Actions Tab . . . . . . 8:26
Attributes Tab . . . . . . . . . . . . . . . . . . . . . 7:4 Copy . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:23
Auto Rename . . . . . . . . . . . . . . . . . . . . 5:30 Create New Records . . . . . . . . . . . . . . 5:26
Auto Size Columns . . . . . . . . . . . . . . . . 5:12 Customise the Interface . . . . . . . . . . . . 2:15
Autonaming . . . . . . . . . . . . . . . . . 5:28, 5:30 Cut . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:23
AVEVA NET . . . . . . . . . . . . . . . . . . . . . . 9:1
D
C
Data Management Tab . . . . . . . . . . . . . 2:7
Cells Database . . . . . . . . . . . . . . . . . . . . . . . . 7:1
Feedback Colours . . . . . . . . . . . . . 5:12 Attributes Tab . . . . . . . . . . . . . . . . . 7:4
Select Cells and Values in Cells . . . 5:12 Right-Click Menu Options . . . . . . . . 7:6
Show/Hide Leading Slashes . . . . . 5:12 Database Views . . . . . . . . . . . . . . . 4:5, 4:15
Show/Hide Unset and Nulref Values 5:12 Database Views Editor . . . . . . . . . . . . . 4:15
Change Column Order . . . . . . . . . . . . . . 5:8 Datasheet
Change Tag Status . . . . . . . . . . . . . 8:1, 8:3 Configuration . . . . . . . . . . . . . . . . 12:13
Change Units of Measure . . . . . . . . . . . 5:11 Hierarchy . . . . . . . . . . . . . . . . . . . . 12:1
Changes between Sessions . . . . . . . . . . 8:9 Instance Group
Changes in Schematic Diagrams . . . . . 10:2 New . . . . . . . . . . . . . . . . . . . . . 12:1
Claim Elements to Extract Claims . . . . . 8:20 Modify . . . . . . . . . . . . . . . . . . . . . . 12:7
Claim Elements to Local Claims . . . . . . 8:17 New . . . . . . . . . . . . . . . . . . . . . . . . 12:2
Columns Datasheet Revision . . . . . . . . . . . . . . . 12:8
Auto Size Columns . . . . . . . . . . . . . 5:12 Datasheets . . . . . . . . . . . . . . . . . . . . . . 12:1
Change Column Order . . . . . . . . . . . 5:8 Edit . . . . . . . . . . . . . . . . . . . . . . . . . 12:9
Change Units of Measure . . . . . . . . 5:11 Open . . . . . . . . . . . . . . . . . . . . . . . 12:7
Combine Columns . . . . . . . . . . . . . . 5:8 Publish . . . . . . . . . . . . . . . . . . . . . . 12:9
Pin Columns . . . . . . . . . . . . . . . . . . . 5:9 Datasheets/Lists
Pin Summaries . . . . . . . . . . . . . . . . 5:10 Import . . . . . . . . . . . . . . . . . . . . . . 12:11
Resize . . . . . . . . . . . . . . . . . . . . . . . 5:8
© Copyright 1974 to current year. Index page 1 12 Series

Tags User Guide
Publish H
AVEVA NET . . . . . . . . . . . . . . 12:11
Export as Excel . . . . . . . . . . . 12:10 Hierarchy
Export as PDF . . . . . . . . . . . . 12:10 DSIWLD . . . . . . . . . . . . . . . . . . . . . 12:1
Print . . . . . . . . . . . . . . . . . . . . 12:10 Highlight Changes between Sessions . . 8:9
Default Units of Measure . . . . . . . . . . . . 3:1 Highlight Changes in Schematic Diagrams 10:2
Delete Records . . . . . . . . . . . . . . . . . . . 5:32 History of Changes . . . . . . . . . . . . . . . . 8:12
Diagram Change Highlighting - Actions Tab Home Tab . . . . . . . . . . . . . . . . . . . . . . . 2:4
10:3
Diagram Viewer . . . . . . . . . . . . . . . . . . 10:1 I
Diagram Viewer - Actions Tab . . . . . . . 10:2
Display Lists in Windows . . . . . . . . . . . . 5:6 Issue Extracts . . . . . . . . . . . . . . . . . . . . 8:23
Document Links . . . . . . . . . . . . . . . . . . 10:4
Add and Edit . . . . . . . . . . . . . . . . . . 10:8 L
Classes . . . . . . . . . . . . . . . . . . . . . . 10:5
Worlds . . . . . . . . . . . . . . . . . . . . . . 10:5 List Categories
Drop Extracts . . . . . . . . . . . . . . . . . . . . 8:24 Create . . . . . . . . . . . . . . . . . . . . . . . 4:1
Delete . . . . . . . . . . . . . . . . . . . . . . . 4:3
Edit . . . . . . . . . . . . . . . . . . . . . . . . . . 4:3
E Lists
Edit Cell Data . . . . . . . . . . . . . . . . . . . . 5:21 Auto Rename . . . . . . . . . . . . . . . . . 5:30
Excel Autonaming . . . . . . . . . . . . . . . . . . 5:28
Import from Excel . . . . . . . . . . . . . . . 9:1 Categories . . . . . . . . . . . . . . . . . . . . 4:1
Explore the Database . . . . . . . . . . . . . . . 7:1 Close . . . . . . . . . . . . . . . . . . . . . . . . 5:3
Export to AVEVA NET . . . . . . . . . . . . . . 9:1 Copy . . . . . . . . . . . . . . . . . . . . . . . 4:14
Export to Excel . . . . . . . . . . . . . . . . . . . . 9:1 Create . . . . . . . . . . . . . . . . . . . . . . . 4:4
Extract Claims . . . . . . . . . . . . . . . . . . . . 8:12 Create Lists . . . . . . . . . . . . . . . . . . . 4:1
Claim Element to Extract Claims . . 8:20 Create New Records . . . . . . . . . . . 5:26
Drop Extracts . . . . . . . . . . . . . . . . . 8:24 Delete . . . . . . . . . . . . . . . . . . . . . . 4:14
Flush Extracts . . . . . . . . . . . . . . . . . 8:22 Delete Records . . . . . . . . . . . . . . . 5:32
Issue Extracts . . . . . . . . . . . . . . . . . 8:23 Display Lists in Windows . . . . . . . . . 5:6
Refresh Extracts . . . . . . . . . . . . . . . 8:21 Edit . . . . . . . . . . . . . . . . . . . . . . . . . 4:13
Release Claimed Elements from Extract Edit Cell Data . . . . . . . . . . . . . . . . . 5:21
Claims . . . . . . . . . . . . . . . . 8:20 Filter Row . . . . . . . . . . . . . . . . . . . . 5:16
View Extract Claim State of Elements 8:15 Filters . . . . . . . . . . . . . . . . . . . . . . . 5:16
Find and Replace Text in a List . . . 5:33
General Functionality . . . . . . . . . . . . 5:4
F Group List Data . . . . . . . . . . . . . . . 5:14
Feedback Colours . . . . . . . . . . . . . . . . . 5:12 Group List Data by Multiple Attributes 5:15
Filter Row . . . . . . . . . . . . . . . . . . . . . . . 5:16 Layout . . . . . . . . . . . . . . . . . . . . . . . 4:7
Filters . . . . . . . . . . . . . . . . . . . . . . . . . . 5:16 List of Values . . . . . . . . . . . . . . . . . 5:23
Alternate Filtering . . . . . . . . . . . . . . 5:20 Multi-Record Edit . . . . . . . . . . . . . . 5:30
Filter Row . . . . . . . . . . . . . . . . . . . . 5:16 Open . . . . . . . . . . . . . . . . . . . . . . . . 5:1
Multi-Select Filtering . . . . . . . . . . . . 5:17 Print a List . . . . . . . . . . . . . . . . . . . 5:36
Removing Filtering . . . . . . . . . . . . . 5:21 Refresh Lists . . . . . . . . . . . . . . . . . 5:32
Find and Replace Text in a List . . . . . . 5:33 Renaming . . . . . . . . . . . . . . . . . . . 5:29
Flush Extracts . . . . . . . . . . . . . . . . . . . . 8:22 Right-Click Menu . . . . . . . . . . . . . . . 5:3
Save Changes . . . . . . . . . . . . . . . . 5:33
Session Default Values for New Records
G 5:27
Get Work when Save Work is done . . . . 3:2 Short List Titles . . . . . . . . . . . . . . . . 5:6
Group List Data . . . . . . . . . . . . . . . . . . . 5:14 Sub-Lists . . . . . . . . . . . . . . . . . 4:13, 5:2
Group List Data by Multiple Attributes . 5:15 Undo and Redo Changes to Lists . 5:32
Ungroup Data . . . . . . . . . . . . . . . . 5:16

Tags User Guide
Vertical View . . . . . . . . . . . . . . . . . . . 5:7 Select Multiple Rows . . . . . . . . . . . . 5:7

View Lists One above the Other . . . . 5:5
View Lists Side by Side . . . . . . . . . . 5:5 S
Lists of Values . . . . . . . . . . . . . . . . . . . . 5:23
Local Claims . . . . . . . . . . . . . . . . . . . . . 8:12 Save Changes . . . . . . . . . . . . . . . . . . . 5:33
Claim Element to Local Claims . . . 8:17 Save List Layout Changes on Close . . . 3:2
Release Elements from Local Claims 8:18 Schematic Diagrams . . . . . . . . . . . . . . 10:1
View Local Claim State of Elements 8:13 Schematic Models . . . . . . . . . . . . . . . . 10:3
Select a Single Row . . . . . . . . . . . . . . . . 5:7
M Select Cells and Values in Cells . . . . . 5:12
Select Multiple Rows . . . . . . . . . . . . . . . 5:7
Manage Lists . . . . . . . . . . . . . . . . . . . . . . 4:1 Session Default Values for New Records 5:27
ManageClaims . . . . . . . . . . . . . . . . . . . 8:12 Short List Titles . . . . . . . . . . . . . . . . . . . 5:6
Extract Claims . . . . . . . . . . . . . . . . 8:12 Show Units in Column Headings . . . . . 5:11
Message Log . . . . . . . . . . . . . . . . . . . . 2:14 Show/Hide Leading Slashes . . . . . . . . 5:12
Messages . . . . . . . . . . . . . . . . . . . . . . . 2:14 Show/Hide Unset and Nulref Values . . 5:12
Model Viewer - Actions Tab . . . . . . . . . 10:4 Sort a List . . . . . . . . . . . . . . . . . . . . . . . . 5:9
Multi-Record Edit . . . . . . . . . . . . . . . . . 5:30 Sub-Lists . . . . . . . . . . . . . . . . . . . . 4:13, 5:2
Multi-Select Filtering . . . . . . . . . . . . . . . 5:17
T
O
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3
Options . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1 Tag Status
Change . . . . . . . . . . . . . . . . . . . 8:1, 8:3
P Graphical View . . . . . . . . . . . . . . . . . 8:1
History . . . . . . . . . . . . . . . . . . . . . . . 8:6
Paste . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:23 Statistical Report . . . . . . . . . . . . . . . 8:7
Pin Columns . . . . . . . . . . . . . . . . . . . . . . 5:9 View . . . . . . . . . . . . . . . . . . . . . . . . . 8:1
Pre-Defined Reports . . . . . . . . . . . . . . . 11:3
Prerequisites . . . . . . . . . . . . . . . . . . . . . . 1:2 U
Print a List . . . . . . . . . . . . . . . . . . . . . . . 5:36
Project Menu . . . . . . . . . . . . . . . . . . . . . . 2:2 Undo and Redo Changes to Lists . . . . 5:32
Ungroup List Data . . . . . . . . . . . . . . . . 5:16
Q Units of Measure . . . . . . . . . . . . . . 3:1, 5:11
User Interface . . . . . . . . . . . . . . . . . . . . . 2:1
Quick Access Toolbar . . . . . . . . . . . . . . 2:12
Quick Reports . . . . . . . . . . . . . . . . . . . . 11:1 V
R Vertical View . . . . . . . . . . . . . . . . . . . . . 5:7
View and Add Document Links . . . . . . 10:4
Refresh Extracts . . . . . . . . . . . . . . . . . . 8:21 View Extract Claim State of Elements . 8:15
Refresh Lists . . . . . . . . . . . . . . . . . . . . . 5:32 View Lists One above the Other . . . . . . 5:5
Release Claimed Elements from Extract Claims View Lists Side by Side . . . . . . . . . . . . . 5:5
8:20 View Local Claim State of Elements . . 8:13
Release Elements from Local Claims . . 8:18 View Schematic Diagrams . . . . . . . . . . 10:1
Removing Filtering . . . . . . . . . . . . . . . . 5:21 View Schematic Models . . . . . . . . . . . . 10:3
Renaming . . . . . . . . . . . . . . . . . . . . . . . 5:29 View Tab . . . . . . . . . . . . . . . . . . . . . . . . 2:9
Report Designer . . . . . . . . . . . . . . . . . . 11:5 View Tag Status . . . . . . . . . . . . . . . . . . . 8:1
Reports . . . . . . . . . . . . . . . . . . . . . . . . . 11:1 Views . . . . . . . . . . . . . . . . . . . . . . . 4:5, 4:15
Pre-Defined Reports . . . . . . . . . . . . 11:3
Quick Reports . . . . . . . . . . . . . . . . . 11:1
Resize . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:8
Rows
Select a Single Row . . . . . . . . . . . . . 5:7


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Tags User Guide

User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1

© Copyright 1974 to current year. i 12 Series

Create and Manage Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1

Use Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1

© Copyright 1974 to current year. ii 12 Series

Undo and Redo Changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:32

Project Breakdown Structure Explorer . . . . . . . . . . . . . . . . . . . . . . . 6:1

Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1

Import and Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:1

© Copyright 1974 to current year. iii 12 Series

View Diagrams, Models and Linked Documents . . . . . . . . . . . . . . 10:1

© Copyright 1974 to current year. iv 12 Series

1.1 Guide Structure

Introduction An overview of the Tags Module, and how to access it.

User Interface Describes the main components of the user interface.

Options Describes how to set application preferences.

Use Lists How to use lists to view and edit data.

© Copyright 1974 to current year. 1:1 12 Series

Reports How to produce reports from data in the Tags Module.

Datasheets Describes the datasheet functionality available in the Tags

1.3 Accessing the Tags Module

© Copyright 1974 to current year. 1:2 12 Series

The main parts of the Tags User Interface are:

© Copyright 1974 to current year. 2:1 12 Series

2.1 Project Menu

© Copyright 1974 to current year. 2:2 12 Series

Print Displays a sub-menu used to print the current list or diagram.

Modules Used to switch to a different PDMS or Marine module. Opens

Help Opens the Online Help for the Tags module.

Options Displays the Options sub-menu which allows editing/viewing

Exit Exits the application

2.2 Tabs Overview

When the module is opened, the Home tab is initially displayed.

© Copyright 1974 to current year. 2:3 12 Series

2.2.1 Home Tab

Lists and Schedules Group

© Copyright 1974 to current year. 2:4 12 Series

Edit Used to edit multiple records in a list. Refer to Multi-Record

Edit Selected Used to edit multiple records in a list. Refer to Multi-Record

Rename Used to rename a selected record. Refer to Renaming for

Claim Used to claim elements to local claims. Refer to Claim

Claim Used to claim elements to local claims. Refer to Claim

Release Used to release elements from local claims. Refer to Release

Open Used to open existing datasheets, refer to Datasheets.

Open Revisions Used to open revisions of datasheets, refer to Datasheets.

Grid Actions Group

© Copyright 1974 to current year. 2:5 12 Series

Find Replace Group

Previous Used to select the previous match found by a search.

Next Used to select the next match found by a search.

Refer to Find and Replace Text in a List for further information.

© Copyright 1974 to current year. 2:6 12 Series

2.2.2 Manage Tab

Status Control Group

Status graphical viewer Used to display a graphical representation of the selected

Status Action Group

Demote Used to set elements to the next status in a lifecycle. Refer

Edit Used to set elements to another status in a lifecycle. Refer

History Used to view a log of status changes made to elements in a

Statistics Used to view a graphical representation of the proportion of