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TABLE OF CONTENTS
CHAPTER 1: INTRODUCTION
WHAT IS OPENPLANT POWERPID? ......................................................................... 1-2
SYSTEM REQUIREMENTS......................................................................................... 1-2
HELP AND DOCUMENTATION................................................................................... 1-3
HTML HELP AND PDF TUTORIAL FILES....................................................... 1-3
HELP/DOCUMENT UPDATES........................................................................ 1-3
OPENPLANT POWERPID HELP ORGANIZATION ........................................ 1-4
PRINTING HELP/TUTORIAL FILES ............................................................... 1-4
FEATURES.................................................................................................................. 1-5
ABOUT THIS TUTORIAL ............................................................................................. 1-6
TECHNICAL INFORMATION RESOURCES ............................................................... 1-7
BENTLEY SERVICES ..................................................................................... 1-7
BENTLEY SELECT................................................................................... 1-7
BENTLEY PROFESSIONAL SERVICES .................................................. 1-7
BENTLEY INSTITUTE .............................................................................. 1-7
DOCS.BENTLEY.COM ................................................................................... 1-7
DOCUMENTATION CONVENTIONS .......................................................................... 1-8
PROCEDURE CONVENTIONS ...................................................................... 1-8
PRE-START CHECKLIST............................................................................................ 1-9
INSTALL BENTLEY POWERPID PROGRAM FILES ...................................... 1-9
LICENSE AND VALIDATION........................................................................... 1-9
CHAPTER 6: REPORTS
OVERVIEW..................................................................................................................6-2
GENERATING A DGN REPORT ..................................................................................6-3
GENERATING A GRID REPORT .................................................................................6-5
GENERATING A CRYSTAL REPORT .........................................................................6-6
CONCLUSION .............................................................................................................6-8
FEATURES 1-5
PowerPID provides a cost efficient application for companies by reducing the design and
documentation time for capturing process information for system design and plant studies (HAZOP
studies, etc.), ensuring compliance to OSHA 1910 and ISO standards. Through its "scaleable
design," PowerPID is suitable for large, mid-sized and small engineering companies and plant
operators providing a key tool for the lifecycle design and documentation of process plants.
SYSTEM REQUIREMENTS
You must have a CD drive or Internet access for product installation. The following prerequisites
are required to run the Bentley OpenPlant PowerPID application.
Hard Disk 900MB free disk space (which includes the 400MB install footprint for a complete
installation)
Video Graphics Card Graphics Card supported by DirectX 9.0. See graphics card manufacturer for latest
information on DirectX drivers. If no graphics card supported by DirectX can be found,
Bentley PowerPID will attempt to use software emulation under Windows XP SP2. At
least 128 MB of video RAM is recommended. For optimal performance, graphics
display color depth should be set to 24-bit or higher. When using a color depth setting of
16-bit, some inconsistencies will be noted.
Input Device Any industry-standard input device supported by Windows
Output Device Any industry-standard output device supported by Windows
Before you install the OpenPlant PowerPID application, you should confirm that you have
adequate hardware and software capabilities to install and use the product.
All applications provide a Help > Contents menu selection, which will display the help for that
application. In most instances, primary application help may also be directly launched via the
Bentley > OpenPlant PowerPID > Help Files folder in your Windows Start menu.
HELP/DOCUMENT UPDATES
The Contents page of PowerPID help files contains an Update Now button. If you have a
connection established with an Internet provider, press this button to access the
http://docs.bentley.com web page. OpenPlant PowerPID Help and Tutorials are tracked by the
build date that displays in the Title bar of each help/tutorial window. Compare the build date on
your existing file with the build date of this file in the download area of the Bentley web site to
determine if a newer version is available.
Downloads will be provided in the form of self-extracting zip files. When you download an update,
simply save the file to the directory where the old files reside, then run the downloaded executable.
For example, if you download an update for the OpenPlant PowerPID help file POWERPID.CHM,
the downloaded file will be named POWERPID.EXE. Save the file to your directory where the
existing POWERPID.CHM Help file resides, and then run the POWERPID.EXE to overwrite your
existing help file.
+ Getting Started: Provides an introduction to the interface, and provides a description on how to
best use the help system.
+ Command Reference: This folder is organized to closely match the structure of the PowerPID
menu sytem and the PowerPID taskbars. This should enable you to quickly locate help on a
specific menu option. In general, the help for each command resides in a separate folder under
the menu name folder where it exists in the menu. Most command folders also contain link(s)
to a set of procedure topics that describe how to use that command. The PowerPID
Taskbar help enables you to navigate through the help system by selecting taskbar commands
located under Workflow based taskbar help directories.
+ User Procedure How To: Contains step-by-step procedures to perform OpenPlant PowerPID
program usage tasks.
+ Technical Support: Contains information on how and when to contact our Technical Support
staff. This section includes telephone and fax numbers, as well as a live web link to the
Bentley web site for the latest support information.
PDF files may be printed by selecting File > Print, then selecting the range of pages to print.
FEATURES
OpenPlant PowerPID has a user-friendly menu/taskbar-driven interface with context-sensitive on-
line help. The component tools are located in a series of task flow based palettes on the left hand
side of the screen. PowerPID also uses Task Navigation controls (alpha-characters) for the taskbar
components.
Chapter 2: Getting Started: In this chapter, you will learn some of the basic features of the
Bentley OpenPlant PowerPID application. You will also learn how to launch Bentley
PowerPID and start a new drawing. You will be given a tour of the PowerPID’s Main Taskbar
pallet and introduced to the Task Navigation Controls.
Chapter 3: Component Placement: In this chapter, you will learn to place PID equipment
components such as pumps, exchangers, and vessels. You will also place process lines and
valves connecting the equipment components, then finish off by creating an instrument loop.
Chapter 4: Modifying Components: In this chapter, you will learn to edit component properties
on equipment and process line components. You will also learn a quick way to replace
components in the drawing.
Chapter 5: Create Assemblies: In this chapter, you will use the Assembly Manager to create,
edit and place an assembly in your drawing.
Chapter 6: Reports: In this chapter, you will learn about the reports capabilities of the
OpenPlant PowerPID application. You will generate reports in DGN, Grid and Crystal
Reports formats.
BENTLEY SERVICES
COUNTRY EMAIL ADDRESS
U.S./Canada/Latin America support@bentley.com
Europe/Middle East/Africa support@bentley.nl
Asia/Pacific support@bentley.com.au
BENTLEY SELECT
Bentley SELECT® is the comprehensive delivery and support subscription program that features
product updates and upgrades via Web downloads and MySELECT CD, around-the-clock
technical support, exclusive licensing options, discounts on training and consulting services, as
well as technical information and support channels for its members.
Client Server is an online newsletter for Bentley SELECT subscribers. This online resource is
filled with the latest technical news and information. Archives of Client Server provide an
abundant resource of technical information in the form of book excerpts, case studies, commentary
and analysis, and productivity tips.
BENTLEY INSTITUTE
The Bentley Institute manages professional training programs to ensure consistent, high quality,
user training for a variety of Bentley products and varying levels of application experience.
Bentley Institute training is developed to maximize your productivity by using examples relevant
to your day-to-day project efforts. Training is developed concurrently with software applications to
provide knowledge of the latest tools and features. Additionally, all Bentley Institute faculty meet
rigorous certification requirements.
DOCS.BENTLEY.COM
Docs.Bentley.com is your repository of product help files and books. You can browse through
online help for specific information or download it to ensure you have the most recent help
availableon your computer. Also through this site, many product books are available as free,
downloadable PDFs, or can be purchased pre-bound with a credit card.
DOCUMENTATION CONVENTIONS
A number of conventions are maintained throughout all documentation to make it easier to identify
and understand the information presented.
CONVENTION DESCRIPTION
NOTE: Precedes information of general importance.
HINT: Precedes optional time-saving information.
WARNING: Precedes information about actions that should not be performed
under normal operating conditions.
FILENAMES Directory paths and the file names are italicized.
Example: C:\TUTOR directory. AUTOEXEC.BAT file.
Program Code Excerpts from text or basic script files, variables, and statements
appear in the font shown.
INPUT Commands or information that must be manually entered is bolded
in the font shown.
Menu & Menu commands and dialog buttons appear in a sans serif font that
Buttons stands out from normal body text.
Example: After selecting the File menu, press the OK button in the
dialog.
Dialogs Dialog and database table names are italicized.
Field_Name
Select Indicates that the command must be executed from a menu or
dialog.
Through this Tutorial, the command sequence required to place a
component will be explicitly defined in the text, while the associated
toolbar/taskbar button is presented in the margin.
PROCEDURE CONVENTIONS
Several procedures are provided throughout this tutorial. Menu selections and user input are
emphasized in bold while the toolbar equivalent is shown in the left margin. Refer to the example
below.
PRE-START CHECKLIST
In this chapter, you will learn some of the basic features of the Bentley
OpenPlant PowerPID application. You will also learn how to launch
PowerPID and create a new PID drawing.
1. Install, configure, and authorize the software as instructed in the Installation and
Configuration Guide.
2. Select Programs > Bentley >Bentley OpenPlant PowerPID > Bentley OpenPlant PowerPID v8i
from your Windows Start menu to display the File Open dialog.
3. Select the New File button from the top of the dialog to display the following dialog.
4. Enter Tutor1 as the drawing name and click Save to return to the File Open dialog.
5. Select the new drawing from the list and select Ansi from the project field.
Note In this tutorial, we will use English (ANSI) units for the drawing settings, however, ISO
standards are shipped with the product as well.
6. Click Open.
The OpenPlant PowerPID interface displays with the Tutor1 drawing space loaded.
1. Click the Settings tab and ensure the Tag Dialog Prompt option is enabled.
2. In the Piping Properties section, select CS150 from the Specification list.
3. Disable the Component Validation on Component Placement option.
4. Click the Title Sheets tab.
5. Ensure that the “D size title sheet” option is displayed in the field.
6. Next click the Plant tab.
7. Click in the Plant Area and press Add.
8. The Plant Area dialog displays.
9. Enter A1 in the Name field and click OK.
Hint The Fit View button is part of the View Control toolbar located at the top of the View1
pane in the interface.
In addition to the taskbars, there is a main toolbox that remains displayed in the taskbar section.
This includes many of the preferred symbols more commonly used when creating a PID. A sample
of the Main Taskbar and the Equipment taskbar is displayed below:
Each work flow based taskbar contains a number of individual taskbars related to the selected
workflow. Each of these contain a list of tools available for placement, such as the Pumps taskbar
which is expanded and shown below:
There are three different views for the taskbars, the Icon mode, the List mode (shown above) and
the Panel mode.
The Icon mode shows the component icons in a horizontal toolbox shown below.
Note You also have the option to open the taskbars as dockable toolboxs. Right-click on the
Pumps taskbar and select “Open as Toolbox” from the context menu.
The final view is the Panel mode. The icons are shown in a panel format.
Hint To view the name of the command that will be executed by any taskbar icon, simply
position the cursor over the item and pause. A “tool tip” will display describing that item.
In this chapter, you will learn to place a pump, heat exchanger and a vessel
that is parametric. You will then place a series of pipelines, valves and
reducers between the equipment components.
OVERVIEW 3-2
CONCLUSION 3-19
OVERVIEW
In this chapter you will focus on placing components in your drawing including a pump, vessel,
exchanger along with connecting pipelines and valves. You will also associate instrument bubbles
with some of the components including creating an instrument loop. When finished, you drawing
should appear as follows:
Note This is a common dialog that displays with all components requiring a tag number. The
title of the dialog will reflect the component being placed. You can disable the option that
prompts you with this dialog in the Settings tab of the PID Document dialog. This is
accessed by selecting the Drawing option from the Settings menu.
4. Type PMP in the Type field and 001 in the Number field and click OK.
Note By default, the current Area value is pre-pended to the tag number as shown in the Tag
Number field above. This is standard for all components requiring a tag number.
5. Click in the lower right hand portion of the drawing to place the pump.
6. Drag your cursor to the left to orient the pump outlet facing left and left click to complete the
placement
7. Pick a point in the drawing to place the tag annotation and left click to place.
By default you are prompted to place another instance of the annotation. For this example you
will not place anymore pump annotation, so right-click to terminate the annotation placement
procedure.
Note By default, the value for the Area is pre-pended to the tag number
Hint If possible, try to line existing nozzles on equipment up with the gridlines. This will make it
easier to connect pipelines later on in the tutorial.
5. Place the tag annotation and Cancel the properties dialog to end the command.
Note This is a modeless dialog whereas you can continue with the placement without having to
close the dialog. If changes are made within this dialog during placement, then those
changes are immediately reflected in the equipment being placed.
5. Click on a point above the pump PMP-001 and higher on the drawing sheet than the
exchanger E-001 this is the upper left corner and starting point of the tank.
6. Orient the tank and size by dragging your cursor. Make the tank approximately twice as tall as
it is wide. Click to accept.
7. Place the tank’s tag annotation and right-click to end the command.
Note By default, parametric equipment components do not prompt you to repeat the
component placement.
Note Once the tank is place, you may resize it by clicking on the item and then use one of the
arrowed grips to shape the tank to the desired size.
Note The All tab shows both the Major Pipeline tag number and the Pipe Run tag number. The
Piping tab will show the tag information for the Pipe Runs associated with the Pipeline.
Note If you have a problem connecting to the outlet of the pump, change the snap lock setting
in the Place Pipe Run dialog to nearest.
8. Move cursor to the left under the bottom left nozzle on exchanger A1-E-001. Left-click to
place a vertex.
9. Move cursor up to exchanger A1-E-001.
10. Left-click to connect piping to the nozzle on the bottom left of the exchanger.
11. Right-click to end the command.
12. Place another line from exchanger A1-E-001 to tank A1-V-001 using the same procedure using
the default settings and tag number when prompted. Start the line from the top left nozzle of
the exchanger and place the run as shown below.
Note Notice that when you connect the pipe run to the vertical vessel, a nozzle is automatically
placed.
13. Using the same procedure, place a third line into the inlet of the pump A1-PMP-001 from a
point in space as shown in the following figure:
Note This dialog displays when there is more than one component record that match the
search criteria.
5. Click the first gate valve in the list and click OK.
6. When the properties dialog displays again, click OK and place another gate valve on the other
side of the pump as shown.
Note The tag number sequence automatically defaults to the next available number.
7. Once again, select the first record displayed in the Select Spec Record dialog.
8. Click Cancel when the properties dialog displays to end the command.
Note Notice the check valve’s flow assumes the direction of the pipe run.
4. Click Cancel when the properties dialog displays the end the command.
This dialog allows you to select the type of valve and the actuator to use for the control valve.
The image preview will reflect the current valve Type and Actuator selections.
Note If there is more than one valve in the spec that meets the criteria, the Spec Record
Selection dialog displays prompting you to select the exact valve you want to place.
8. Define properties for the bubble and pick a point in the drawing to place it.
9. When the properties dialog displays, click Cancel to end the command.
PLACE INSTRUMENTS
In the following section, you will learn to place instruments and instrument loops to components in
the drawing and associate them with the previously placed components.
1. Expand on the Instruments workflow set of taskbars in the main taskbar view.
2. Click the Instruments taskbar.
3. Select Discrete Instruments.
4. The properties dialog for the instrument displays.
5. Enter A1-TT-001 in the Tag Number field and press OK.
Note For this example, we are only changing the tag number for the instrument. However, the
properties dialog allows you to define detailed property values for the instrument if
desired.
6. Click on an area to the right of the exchanger A1-E-001 to place the instrument.
7. Drag instrument line from instrument to exchanger.
8. Click Cancel when the properties dialog displays to end the command.
5. Click Cancel when the properties dialog displays to end the command.
Next you will place an Electrical line connecting the two instruments.
Note This dialog is similar to the Pipeline Tag Creation dialog seen earlier. In the tabbed
section to the left, the tag numbers for the loop and the instrument are listed. Select one
to edit its properties.
4. Select the A1-FE-0001 Instrument tag number and tag the instrument A1-FT-001.
5. Select the remaining instrument in the All tab and click Delete.
Hint Press and hold the Ctrl button to select both instruments simultaneously.
6. Accept the default Instrument Loop tag number (A1-F-0001) and press OK.
7. Connect the instrument directly to the rotameter.
8. Right-click to place the instrument without a leader line.
9. Click Cancel when the properties dialog displays to end the command
CONCLUSION
This concludes the placement exercises for this chapter. In the next chapter you will focus on
modifying the components you have placed.
In this chapter, you will learn to edit component properties on equipment and
process line components. You will also learn a quick way to replace
components in the drawing.
CONCLUSION 4-7
1. Click the Element Selection option and select the inlet line leading into pump Pmp-001.
2. Select Element > Information.
3. The Element Information dialog displays.
The properties for the run are displayed in the bottom section.
Note When editing a pipeline, both the pipeline and its pipe run(s) will be listed in this top
section. The properties displayed in the bottom section are dependent on the element
selected at the top.
Note Notice that the size of the valve is also automatically updated to reflect the change in line
size.
When finished editing the line, you can either close the Element Information dialog or dock it
for future use.
9. If the grips remain active on the vessel after you close the dialog, left click to clear them.
REPLACE A COMPONENT
In this exercise, you will replace the gate valve on the discharge end of the pump with a globe
valve.
A brief description of the fields in this dialog is provided in the table below:
Selected Components This pane contains the component(s) selected for replacement. The
component(s) are listed by the Business Key number.
Available Components This section contains the list of components available to replace the
selected component. If more than one type of component is listed in the
Selected Components section, then the list of available components will
reflect the class of the current component selected.
(Example: If a valve is selected in the Available Components section, then
this list will contain components from the Valves class.)
As you click on a component in this list, a preview of that component
displays in the pane to the right.
Component Properties The component properties section allows you to modify the component
values of the replacement symbol before you complete the replacement
procedure.
The A1-HV-0002 valve displays in the top left of the dialog. For this example, we will replace
the existing gate valve with a globe valve.
Note This option can also be used to replace multiple items at one time. If more than one valve
were selected, then each selected valve would be listed here.
3. Select the Globe Valve option from the Available Replacement Components list.
4. Click OK to complete the replacement.
Note The globe valve symbol retains the tag number from the gate valve.
For this example, we changed the actuator type to an Electro Hydraulic shown below:
6. You can either close the Element Info dialog, or leave it docked for future use.
CONCLUSION
This concludes the exercises for this chapter. For detailed information on how to edit components
in the drawing, refer to the online help which is shipped with your application. The next chapter
will focus on creating and placing assemblies.
In this chapter, you will use the Assembly Manager to create, edit and place
an assembly in your drawing.
5. Left click in the drawing to determine the starting point for the vessel and drag the mouse to
the appropriate size for the vessel.
6. Left-click to finish drawing the vessel.
7. Place the tag number annotation in the desired location when prompted.
8. Right click to end the command.
13. Create another parametric instrument named LC-101 using the same procedure and place it
adjacent to the LI-101 bubble.
14. When the properties dialog displays again, click Cancel to end the command.
4. Click the PID Assembly option from the Assembly Class list and click Next.
5. Enter a name for the assembly (Ex: VesselWithLevelControllers) in the Assembly Name field.
6. Select a Location for the assembly from one of the options listed:
Project Assemblies – store the assembly to the project making it accessible by all users on
the project
System Assemblies – store the assembly with the assemblies provided with the
application.
User Assemblies – store the assembly locally on your machine.
For this example, store the assembly in the User > Equipment folder.
Note If you enable the Launch Assembly Manager option, the Assembly Manager will open
when you click Finish allowing you to edit or place the new assembly.
13. Click Finish to complete the assembly creation process and to open the Assembly Manager.
Note If you did not enable that option, you can access the Assembly Manager by either
selecting the Insert Assembly option from the right-click menu, or selecting Tools >
Managers > Assembly Manager.
Note Note that when an individual component is selected, it is highlighted in the preview pane.
5. Change the tag number for the vessel to V-200 as shown above.
6. Likewise, change the tag numbers for the LI-101 and LC-101 instruments to LI-201 and LC-201
respectively.
7. Click the Save button to save the changes to the assembly definition.
The Modify Assembly Tags dialog displays giving you a final opportunity to modify the tag
information. Note that the updated tag values are displayed.
Note Any changes made in this dialog only apply to this single instance of the assembly
placement and does not change the overall definition of the assembly created earlier.
Note Notice the change in tag numbers for the assembly components.
CONCLUSION
This concludes this chapter on creating and placing assemblies using the Assembly Manager. In
the next chapter, you will learn how to generate reports using OpenPlant PowerPID’s report
interface.
OVERVIEW 6-2
CONCLUSION 6-8
OVERVIEW
The Reports option provides an interface to generate and edit reports in either, Crystal Reports,
DGN or Grid formats. Select Utilities > Reports to display the Reports dialog shown below, which
is a dockable, navigation tree, allowing you to browse the different style of reports available for
print or insertion into your drawing. From this dialog, you able to generate, create, and edit new or
existing reports for your PowerPID drawings.
The hierarchy of the navigation tree displays the main report categories with individual report
types listed underneath. When you click on a report type, the report properties display in the
Report Info section at the bottom of the dialog.
2. Expand the Reports tree and navigate to the Equipment Reports directory.
3. Right-click on the Equipment List entry.
4. Select Insert into Drawing from the context menu.
The Equipment List report is ghosted onto the mouse ready for placement.
5. Position the report in the desired location and left click to place it.
Note that only the Tag Number column is populated in the report. The reason for this is that the
other property fields do not have any values defined for them at this time. In the next exercise, you
define values for some of these fields and update the report.
Note that the changes made to the pump properties are now displayed in the appropriate fields.
The report grid can be left floating or docked on the border of the PowerPID window.
If you right-click on one of the column headers, a context menu (shown below) displays
providing a variety of sorting options to change the display of the columns in the grid. Please
refer to the online help for more detailed information on how to customize the display of this
report type.
Note It is possible for you to copy the report data out of the Grid and paste into an Excel
spreadsheet if desired. This will allow you to save the report to a file to be reviewed later.
Note For more detailed information on how to customize and create your Crystal Reports,
please refer to the online help.
Note The Valve List report is one of the predefined Crystal Report templates that is shipped
with the OpenPlant PowerPID application.
Hint The Crystal Report viewer can be left floating or docked if desired.
The Crystal Reports viewer provides a number of options to help you manage your reports
including:
Export Report – Allows you to save the report as an .Rpt file to the desired directory.
When saved in this format, any machine with Crystal Reports installed can access the
report.
Print Report – Prints a hard copy of the report.
Refresh Report – Updates the report to reflect any changes made in the drawing.
Find Text – Provides a search option for text in the report. This is especially useful for
report with multiple pages.
Note You can leave the Crystal Reports open while doing this.
2. Next, click the Refresh button in the Crystal Reports toolbar to update the report.
CONCLUSION
This concludes the OpenPlant PowerPID Tutorial. You should take the time to review specific
examples in this tutorial and experiment with them as they apply to your drawing environment.
Refer to the OpenPlant PowerPID online help for a more detailed explanation of available features
and functions.