Professional Documents
Culture Documents
© 2009 DesSoft
Version: 2.1.0
P&ID Training Manual
© 2009 DesSoft
All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or
mechanical, including photocopying, recording, taping, or information storage and retrieval systems - without the
written permission of the publisher.
Products that are referred to in this document may be either trademarks and/or registered trademarks of the
respective owners. The publisher and the author make no claim to these trademarks.
While every precaution has been taken in the preparation of this document, the publisher and the author assume no
responsibility for errors or omissions, or for damages resulting from the use of information contained in this document
or from the use of programs and source code that may accompany it. In no event shall the publisher and the author be
liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or
indirectly by this document.
Table of Contents
Foreword 0
Section V Projects 28
1 Project building
...................................................................................................................................
options 28
2 Creating ...................................................................................................................................
projects 28
3 Opening ...................................................................................................................................
projects 29
4 Deleting projects
................................................................................................................................... 29
5 Switching
...................................................................................................................................
between projects 30
6 The project
...................................................................................................................................
tree 30
© 2009 DesSoft
4 P&ID Training Manual
3 Creating ...................................................................................................................................
equipment 40
4 Creating ...................................................................................................................................
pipes 41
© 2009 DesSoft
Contents 5
Index 79
© 2009 DesSoft
P&ID Training Manual
Section
I
8 P&ID Training Manual
1.1 Introduction
What is DesSoft P&ID:
DesSoft P&ID enables you to create P&ID Drawings that are intelligent and can be linked to
the project database to provide bidirectional data between other DesSoft Engineering tools.
This offer the ideal design environment where all departments can work on the same project.
This also eliminate all duplication of tag numbers in a project.
© 2009 DesSoft
Introduction & Setup 9
Please visit www.dessoft.co.za and download the latest version of DesSoft P&ID, if you do not
already have it.
Menu Bar:
The menu bar displays all the menus available to the user. Some menus are module specific
and will be labeled with the module name in the title bar. In the screenshot above, "P&ID
Tools", "Draw", "Format Text", "Format Line" and "Page Layout" are specific to the diagram
module that is currently open.
Ribbon Bar:
Every menu in the menu bar, has it's own set of ribbon bars that are labeled and grouped
according to specific functions to ensure ease of use.
Filter Bar:
© 2009 DesSoft
10 P&ID Training Manual
Almost every data window has a field above the data listed in the window. This enables you
to filter the content of the window for any specific criteria.
Quick Filter:
This acts as a filter for the various component groups. The tag numbers displayed in the Tag
List, are a result of the group selected in the Quick Filter. Eg. If Motors is selected in the
Quick Filter, ONLY Motor tag numbers will be displayed in the Tag List.
Tag List:
This list displays the tags of all the components associated to the group selected in the Tag
List Filter.
Diagram List:
This list displays the diagrams in the current project.
Window Tabs:
All the currently open modules/components/diagrams etc. will be displayed here, for easy
access.
You can close a window tab by clicking the tab and then the "x" on the right hand side of the
screen. (IN LINE WITH THE TABS)
© 2009 DesSoft
Introduction & Setup 11
1.3 Logging In
· Upon running DesSoft P&ID, You will be prompted for a Username and Password.
· Valid credentials of an existing user must be entered before the application can be
accessed.
© 2009 DesSoft
P&ID Training Manual
Section
II
14 P&ID Training Manual
2 License Management
This section explains the various methods to activate DesSoft P&ID
To remove DesSoft P&ID from Evaluation mode, the software needs to:
© 2009 DesSoft
License Management 15
1. Click here to enter your activation code you generated on the DesSoft website.
2. Here you can change your proxy settings, and how often Concurrent User Manager must
look for Licenses.
3. Refresh queries the web server for licenses. Be sure to hit Refresh after entering your
Activation code.
4. The ID of the license.
5. Your company name.
6. The type of license.
7. The computer the license is on.
8. If the license is available or in use.
9. If the license is being used, this will tell you who is using it.
10. When your license expires.
11. Shows connectivity to the web server. If it's red, it means CUM cannot access the internet.
Please check your firewall / proxy settings and ensure everything is correct.
© 2009 DesSoft
16 P&ID Training Manual
© 2009 DesSoft
P&ID Training Manual
Section
III
18 P&ID Training Manual
4. Enter the activation code you received from the DesSoft Web License Server or from the
company's License Administrator.
5. Click Next.
6. The activation code will be verified on the DesSoft Web License Server and if the code is
valid a local license will be created on your computer.
© 2009 DesSoft
Help and Licensing 19
3. Click Return License to return the license to the DesSoft Web License Server. If the
transaction was successful the following dialog will appear.
© 2009 DesSoft
20 P&ID Training Manual
3. Enter the host computer name or IP address. This will be the computer where the CUM is
installed.
© 2009 DesSoft
Help and Licensing 21
4. Enter the Host Port number. This number must be the same as the Listen Port on the
CUM.
5. Select the License Tag Limit that you need. The available Tag Limits can be seen on the
CUM if not known.
6. Click Test to test communication with the CUM.
7. If the connection was successful the following dialog will appear. DesSoft P&ID will start to
use licenses from the CUM.
8. If the connection failed, the following dialog will appear. Verify your Host Name and Port as
well as your computers firewall & proxy settings.
© 2009 DesSoft
22 P&ID Training Manual
© 2009 DesSoft
Help and Licensing 23
© 2009 DesSoft
P&ID Training Manual
Section
IV
26 P&ID Training Manual
4 P&ID Modules
Projects
The projects module is used to create, open and delete projects. Existing Projects can also be
added to the projects tree in the projects module.
Tag List
This module is used to create, rename and open components. Components can also be
dragged and dropped from the Tag List onto a P&ID Diagram.
Diagram List
This module is used to create, delete, open, print and revise P&ID Diagrams.
Tables
This module is used to open various tables in the project for editing, importing data into the
database or exporting the data into Microsoft Excel for editing or reporting. The tables can also
be modified to add additional columns into the database.
Queries
This module interface is similar to the tables module interface and you can create your own
data queries to view, update and delete data from the database.
Reports
This module is used to create, delete, print and view various reports. Each report can run
against its own configuration and a report can have multiple configurations.
For example:
· A report can be created to show all the equipment in the project. This report can have a
configuration that will show only Area 10. Another configuration can be added that shows
only Area 20 equipment. This is an easy method to report on various equipment in the
project.
· Knowledge of Microsoft SQL is essential to create queries for the reports.
Help
This module opens all Help and Licensing related dialogs.
© 2009 DesSoft
P&ID Training Manual
Section
V
28 P&ID Training Manual
5 Projects
In this section we will cover:
© 2009 DesSoft
Projects 29
10. In the Project Type section, select what type of project you want to create.
11. Click Next.
12. Verify the information you have specified and click Next.
13. Change the location of the system/project libraries and system/project folders
© 2009 DesSoft
30 P&ID Training Manual
© 2009 DesSoft
P&ID Training Manual
Section
VI
32 P&ID Training Manual
6 User Management
In this section we will cover:
ü How to add a new user. 32
ü How to delete an existing user. 32
ü How to change a user's password. 32
© 2009 DesSoft
User Management 33
© 2009 DesSoft
P&ID Training Manual
Section
VII
36 P&ID Training Manual
© 2009 DesSoft
Creating Plant Components 37
© 2009 DesSoft
38 P&ID Training Manual
© 2009 DesSoft
Creating Plant Components 39
6. Repeat step 2 to 5 and create the rest of the instruments on the P&ID under the following
groups using the Area-Func-Num Tag Rule. You should have a total of 15 instruments.
© 2009 DesSoft
40 P&ID Training Manual
11. Repeat step 7 to 10 and create the tanks on the P&ID using the Area-Func-Num Tag
Rule.
12. Also use the steps above to create the pump under the Mechanical Pump sub-group.
© 2009 DesSoft
Creating Plant Components 41
· Area=GetS(1,TagNum,"-")
· Func=GetS(2,TagNum,"-")
· PipeSize=GetS(3,TagNum,"-")
· Num=GetS(4,TagNum,"-")
© 2009 DesSoft
42 P&ID Training Manual
NOTE: For more information on Tag Rules, refer to the Tag Rules 60 topic.
© 2009 DesSoft
P&ID Training Manual
Section
VIII
44 P&ID Training Manual
8 P&ID's
In this section we will cover:
ü How to create a diagram. 44
ü How to populate a diagram. 45
ü How to use anchor points. 45
ü How to modify existing symbols. 46
© 2009 DesSoft
P&ID's 45
© 2009 DesSoft
46 P&ID Training Manual
NOTE: Clicking Add to Library, will add the symbol to the library currently
selected.
19. Modify the symbol used for 30-TT-009, to contain the FUNC and NUM text.
20. Add it to the Training library.
21. Name the symbol Local Instrument.
22. Replace all the local instruments' symbols with the new Local Instrument symbol.
© 2009 DesSoft
P&ID's 47
NOTE: Clicking Add to Library, will add the symbol to the library currently
selected.
NOTE: By making the textbox a group and then grouping it together with
the rest of the symbol, enables you to move the textbox later on without
ungrouping.
14. Create a tie-in symbol. Pay attention to which anchor point is used.
15. Add it to the Training library.
16. Name the symbol Tie-in.
17. Refer to the P&ID and used the Tie-in symbol where applicable.
18. Once all the lines are connected to it, select the symbol on the diagram.
19. In the menu bar, click P&ID Tools.
20. In the Database Link ribbon bar, click Create Tie-In.
© 2009 DesSoft
48 P&ID Training Manual
NOTE: This procedure allows the software to create an ID for the Tie-In
symbol which will prove useful when doing reports such as a pipe-run.
© 2009 DesSoft
P&ID's 49
© 2009 DesSoft
50 P&ID Training Manual
Here you can specify column names that will be included in component annotations on a
P&ID.
Annotating components
1. In the Diagram List, double click on 30-PID-01.
2. On the diagram, select 30-TNK-007.
3. In the menu bar, click P&ID Tools.
4. In the Database Link ribbon bar, click Annotate Component.
© 2009 DesSoft
P&ID Training Manual
Section
IX
52 P&ID Training Manual
9 Hands-On One
For this hands on session, we will be using all the skills learnt so far to
create the following P&ID.
NOTE: The term "Components" means Instruments, equipment, pipes and
diagrams.
1. Create a new project: Training2.
2. Create all the components under the relevant groups in the Tag List. You are free to
create as many groups as you like.
3. Create and modify symbols as necessary and add them to the Training Library.
4. Associate all the components to the relevant symbols.
5. Define the Automatic Pipe Tags Rule.
6. Major Process Pipes are orange.
7. Minor Process Pipes are green.
© 2009 DesSoft
Hands-On One 53
© 2009 DesSoft
P&ID Training Manual
Section
X
56 P&ID Training Manual
10 Document Tokens
What are document tokens?
A token is the text on a drawing that is being used to link information from the database. A
token can be identified as text starting with the “&” character.
A token consist of the identifier, an address section and the database reference name, e.g.
&2A3,Term.TNum where:
1. Identifier = &
2. Address = 2A3
The address (2A3) is the seek field been used to get the correct record from the database
where:\
· Ord address = the digits before the character, in this case “2” represents an Ord number of
the Tstrip in Field bus templates or the Ord of the Instrument in a Loop drawing. Thus in a
typical field bus junction box, there can be three or more Tstrips and the Ord field in the
Tstrip table will uniquely identify the Tstrip’s data to be displayed on the drawing.
· TsCon address = the Tstrip connection position within a connection row. A connection row
are the connections for example from the instrument’s positive terminal to the junction box
terminal, via multi-core cable to the PCS/PLC/DCS cabinet’s terminal to the card’s terminal
and then one would have another row for the negative terminal, etc. The TsCon will start at
A and increments to D in the above scenario. (See below)
· Trow address = the digits after the character, in this case “3” that presents the terminal row
number within the tstrip or for that matter in a loop diagram the Instrument’s tstrip’s trow
number. The Trow address is only required when detail connections needed to be displayed.
© 2009 DesSoft
Document Tokens 57
To allow existing templates to work and possible future templates to be created as different loop
configurations occur during the project process:
1. Make sure that all instruments are in Tstrip connection position (TsCon) “A”
2. All junction box TsCon in “J”, which allows other JB’s or LCP to be created between the
Instrument and the JB.
3. All Card TsCon in “Y”, which allows other cabinets, Marshalling strips to be somewhere
between “J” and “Y”, etc.
© 2009 DesSoft
P&ID Training Manual
Section
XI
60 P&ID Training Manual
11 Tag Rules
· Tag Rules are used to build tag numbers in a certain format as well as populating
additional fields in the table of the component, the rule is applied on.
· In the following example is an Analog Input Transmitter Tag Rule that populates the Area,
Func, Num and the I_O fields in the database for the instrument tag number.
For more functions that are available, see the Internal Functions 60 topic.
© 2009 DesSoft
Tag Rules 61
· A literal string value must be passed with inverted commas ("). When a reference to a text
field is passed as the string value, then the field name without the inverted commas is typed.
· A number is also passed without the inverted commas. A number reference is treated the
same as above.
8. GetX function (Get the NeXt value from the last character in a string)
© 2009 DesSoft
62 P&ID Training Manual
The GetX function will get the next incremented value for the last character in a string. It
can be a numeric value or a string value.
Definition: GetX(String) where
String (text) is the passed string to the function
E.g.1. GetX("ABCD123-EFG") = "ABCD123-EFH"
E.g.2. GetX("ABCD123") = "ABCD124"
9. GetX function (Get the NeXt incremented count value from the last character in a string)
The GetX function will get the next incremented count value for the last character in a
string. It can be a numeric value or a string value.
Definition: GetX(String, nCount) where
String (text) is the passed string to the function
nCount (number) is the amount that the last character in the string needs to be
incremented.
E.g.1. GetX("ABCD123-EFG",3) = "ABCD123-EFJ"
E.g.2. GetX("ABCD123",3) = "ABCD126"
The function will always first evaluate the function within the brackets and work its way to the
outside. Thus the above example will first return the GetS(3,TagNum) that equals "001AB"
then run the GetR(2 part of the function which results in "AB".
© 2009 DesSoft
P&ID Training Manual
Section
XII
64 P&ID Training Manual
12 Tables
In this section we will cover:
ü How to modify table structures. 64
ü How to export table information. 64
ü How to import table information. 65
© 2009 DesSoft
Tables 65
6. Select the file type you wish to export the table data to.
7. Browse to the location where you wish to create the file by clicking the ellipse button.
8. Specify the filename.
9. Click OK.
© 2009 DesSoft
66 P&ID Training Manual
8. Check the field(s) that exist in the file as well as in the table that can be used as the link key
between the file rows and the table records.
9. Click OK.
© 2009 DesSoft
P&ID Training Manual
Section
XIII
68 P&ID Training Manual
13 Queries
In this section we will cover:
ü How to create queries. 68
Change the query to include the P&ID Numbers the valves belong to
6. Change your query to the following:
In the query above, we added another column in the SELECT statement (Document.TagNum).
Since we are using 2 different tables (Document and Valve), we have to find a column in each
of them that we can use to set the tables equal to each other — These columns are the ID-
columns — ValveID, ConID and DocumentID. In order to get to the Document.TagNum, we
have to JOIN the Valve Table and the DocumentCon Table together on the ValveID and ConID
columns to get the DocumentID. Once we know what the DocumentID is, we can JOIN the
DocumentCon Table and the Document Table together on the DocumentID column to finally
get Document.TagNum. Lastly, we group the result of the query by Document.TagNum in
order to see how many valves there are per P&ID.
Change the query to include the Manufacturer, Model, VType, PipeSize and
the P&ID Description
7. Change your query to the following:
In the query above, we only added a few more columns in the SELECT statement. Since these are
located in the Valve and Document table, there is no need to add any JOIN statements. At the end
of the query, we used the group by statement again. The order you put the fields in, in the GROUP
BY statement, will be determined by how you would like the information to be presented on your
© 2009 DesSoft
Queries 69
report.
In the query above, we only added a WHERE clause that filters all the valves and only returns the
valves that contain "Parker" in the Valve.Manufacturer column.
STATEMENT EXPLANATION
SELECT Selects data from the database
JOIN Joins tables together
WHERE Filters the selected data for a specified value
GROUP BY Groups common values for the fields specified,
in the order they are specified
© 2009 DesSoft
70 P&ID Training Manual
© 2009 DesSoft
P&ID Training Manual
Section
XIV
72 P&ID Training Manual
14 Reports
In this section we will cover:
ü How to view reports. 72
ü How to create your own reports. 72
© 2009 DesSoft
Reports 73
12. Move 'P&ID', 'P&ID Description' and ValveCount into the Detail section.
© 2009 DesSoft
P&ID Training Manual
Section
XV
76 P&ID Training Manual
1. Displays general project information. You can also change the location of the Libraries
and System Project here by clicking on the linked path.
2. Change document output behaviour as well as the document list's colors.
3. Enable/disable tracking of changes and specify what type of changes must be tracked.
4. Specify which database fields need to be included in annotations on P&IDs.
5. Specify the Tag Rule that will be used for pipes as well as the colors they are displayed in
on P&ID's.
6. Change the location where document repository is kept and general settings for
repository related items.
7. Define proxy settings.
8. Other departments in your company can receive e-mail notifications of changes made to
the database using your e-mail account settings entered here. <UNDER
CONSTRUCTION>
© 2009 DesSoft
P&ID Options & Tools 77
15.2 Tools
Data Tools
· Data tools is used to keep your project clean & proper.
· Synchronizes associated components' information to ensure information is correct.
· Keeping a database healthy has NEVER been this easy, nor this fast!
Task List
· Make note of what needs to be done (before you forget).
· Keep track of what has been done.
· Prioritize tasks.
© 2009 DesSoft
Index 79
Index -O-
Opening Projects 29
-A- -P-
About Dialog 22 P&ID Dashboard 26
Activate a Local License 18 P&ID Diagrams 44
Activating Licenses from Web License Server 14 P&ID Options 76
Project Building Options 28
-C- Projects 28
-D- -T-
Deleting a Project 29 Table Structures 64
-F- -U-
Firewall and Proxies 16 Updating the Pick List 38
-H-
Help And Licensing 18
-I-
Introducation 8
Introduction 9
-L-
License Management 14
-M-
Managing Users for a Project 32
© 2009 DesSoft