1)
TRAINING GUIDE
Engineering User Training
TM-3650
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AVEVA Engineering (14.1)
Engineering User Training TM-3650
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Engineering User Training TM-3650
Revision Log
Date Revision Description of Revision Author Reviewed Approved
0.1 Issued for Review KI, JB
0.2 Reviewed KI, JB JB
Approved for Training with AVEVA
09/06/14 1.0 KI, JB JB GC
Engineering 14.1.0
Approved for Training with AVEVA
05/06/15 2.0 KI JB GC
Engineering 14.1SP1
Updates
Change highlighting will be employed for all revisions. Where new or changed information is presented
section headings will be highlighted in Yellow.
Suggestion / Problems
If you have a suggestion about this manual or the system to which it refers please report it to AVEVA
Training & Product Support at tps@aveva.com
This manual provides documentation relating to products to which you may not have access or which may
not be licensed to you. For further information on which products are licensed to you please refer to your
licence conditions.
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.
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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.
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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
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.
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Contents
1 Introduction .............................................................................................................................................. 8
Aim..................................................................................................................................................... 8
Objectives ......................................................................................................................................... 8
Prerequisites .................................................................................................................................... 8
Course Structure .............................................................................................................................. 8
Using this guide ............................................................................................................................... 8
Starting AVEVA Engineering .......................................................................................................... 9
2 Overview of the AVEVA Engineering Application .............................................................................. 11
AVEVA Engineering Concept ....................................................................................................... 11
AVEVA Engineering Interdisciplinary Project Data Concept .................................................... 12
AVEVA Engineering deliverables ................................................................................................. 13
AVEVA Engineering (Tags) Integration with AVEVA Products ................................................. 16
3 AVEVA Engineering Basic Workflow ................................................................................................... 17
AVEVA Engineering (Basic) Workflow......................................................................................... 17
4 AVEVA Engineering User Interface Overview .................................................................................... 21
AVEVA Tags Title Bar .................................................................................................................... 21
Tab Menus ...................................................................................................................................... 21
Project Tab ............................................................................................................................... 22
Home Tab................................................................................................................................. 26
Manage Tab ............................................................................................................................. 26
View Tab .................................................................................................................................. 27
Admin Tab ................................................................................................................................ 27
Quick Access Toolbar ................................................................................................................... 28
Adding Menu to Quick Access Toolbar A Worked Example ................................................. 29
Messages ........................................................................................................................................ 29
Project Explorer ............................................................................................................................. 30
Exercise 1 AVEVA Tags User Interface Basic Overview ..................................................................... 32
5 Create and Edit Lists Records .............................................................................................................. 33
Records Creation in List View ...................................................................................................... 34
Direct (Manual) Records Creation in List View A Worked Example ..................................... 34
List Data Entry & Editing ............................................................................................................... 37
Direct Data Entry A Worked Example ................................................................................... 38
Data Entry Using Lists of Values Fields A Worked Example ................................................ 38
Data Entry Using Reference List A Worked Example ........................................................... 39
Editing List Data Records ............................................................................................................. 40
Single Cell Edit A Worked Example ...................................................................................... 40
Multi-Records Edit A Worked Example ................................................................................. 42
Editing Claimed Records .............................................................................................................. 45
Modifying List Columns Units of Measure .................................................................................. 45
Applying User Defined Units Sets to Columns Headings A Worked Example ..................... 45
Changing Column Headings Units of Measure A Worked Example ..................................... 49
Copying List Data........................................................................................................................... 51
Single Cell Copy of List Data A Worked Example ................................................................ 51
Multiple Cells Copy of List Data -A Worked Example .............................................................. 52
Auto naming Records .................................................................................................................... 53
Applying Auto Naming to Existing Records A Worked Example .......................................... 53
Find and Replace Text in List Data .............................................................................................. 58
Find and Replace Text in List Data A Worked Example ....................................................... 58
Exercise 2 - Create and Modify Records ..................................................................................................... 60
6 Creating \ Editing Records Using Excel Import/Export Tool ............................................................. 63
Formatting Excel Import Files ...................................................................................................... 63
Excel Worksheet Import A Worked Example ........................................................................... 64
Exporting Data to Excel Output .................................................................................................... 74
Exporting Data from Current Lists View A Worked Example ................................................ 74
Exporting Selected Data from Database to Excel File A Worked Example .......................... 75
Exercise 3 - Excel Import / Export ................................................................................................................ 81
7 List Records Management .................................................................................................................... 83
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View and Change Status of Lists Data......................................................................................... 83
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Engineering User Training TM-3650
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Engineering User Training TM-3650
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CHAPTER
CHAPTER11
1 Introduction
This training guide is for use with AVEVA Engineering 14.1. AVEVA Engineering 14.1 is based on the
AVEVA Everything3D platform, which is visible in the look and feel of the user interface and login screen
etc. However, it does not need AVEVA Everything3D in order to function.
This chapter outlines the objectives for this guide, details the knowledge required, what must be in place
before training starts, how to use this guide and the course structure.
Aim
The aim of this training guide is to provide Engineers with the knowledge and skills necessary to create and
maintain the major project indices such as Line List, Equipment Index etc.
Objectives
To provide a clear understanding of the basic features of AVEVA Engineering Tags application.
To familiarise users with the screen layout and the workings of the user interface.
Generate key project documents e.g. Datasheets, Line list. Equipment List etc.
Prerequisites
Course Structure
Training will consist of oral and visual presentations, demonstrations and set exercises. Each workstation
will have a training project, populated with model objects. This will be used by the trainees to practice their
methods, and complete the set exercises.
Certain text styles are used to indicate special situations throughout this document, here is a summary;
Menu pull downs and button press actions are indicated by bold dark turquoise text.
Additional information
Refer to other documentation
System prompts should be bold and italic in inverted commas i.e. 'Choose function'. Example files or
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Engineering User Training TM-3650
The Trainer will provide user names and passwords; a typical example is shown below:
Project: ACE
Username: JNR.PROCESS-A
Password: ENG
MDB: ACE_PROC_WORK
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CHAPTER
CHAPTER22
AVEVA Engineering is an application for the creation and management of Engineering Tag Information &
List data such as Line, Valve and Equipment Lists etc.
AVEVA Engineering provides Interdisciplinary Workflow functionality also known as Controlled Object
Revisioning; this enables independent concurrent working between disciplines as well as allowing
Engineers to be in control of the data they are consuming from other disciplines.
The Interdisciplinary Workflow enables different disciplines to work at different rates with staggered
completion times and prevent changes in one discipline being forced on to other disciplines triggering a
cycle of change.
Create baseline across the whole project using selected revisions of data from each discipline
Compare, update and link attributes in other AVEVA product databases
View and change the lifecycle status of elements
View Schematic diagrams, Schematic & 3D models
Manage Datasheets.
AVEVA Engineering enables multi-disciplinary teams of specialist engineers to work together in an effective
manner as they jointly develop the definition of all the key engineering items involved in plant or marine
projects. The product allows this process to take place across multi-disciplinary teams in such a way that
each discipline retains full control of its part of the information relating to any item as described below.
Line List
Doc. No. Rev:
Project: IPE-033 A01
1800,
23 L 0003 1600, PT AD200 23HJ001 23VG001 XB-2320-01, XB-2310-01 0.4 30 10 FV 100 -29 Water 15.0 M 13905 YES 1 CAT 3 1, 3
1400
AD200T
D02 23 L 0004 1000 PV 01 50 Y 23L0013 23L0001 XB-2330-01, XB-2310-01 0.4 67 10 FV 100 -29 Water 15.0 V 10 7895 YES 1 CAT 2 1, 2
P&ID
S
1600,
23 L 0006 PV AD200 23VG001 23KA001 XB-2330-01, XB-2320-01 0.4 30 10 FV 100 -29 Water 15.0 V 9990 YES 1 CAT 3 1
1400
0400,
23 L 0007 PV AD200 01 50 Y 23VG001 23PSV2006A XB-2320-01 0.4 30 10 FV 100 -29 Water 15.0 V 10 10450 YES 1 CAT 2 1, 2
0300
23 L 0008 0300 PV AD200 01 50 Y 23L0007 23PSV2006B XB-2320-01 0.4 30 10 FV 100 -29 Water 15.0 V 10 2300 YES 1 CAT 1 1, 2
0400,
D02 23 L 0009 PL BD200 04 30 Y 23VG001 23PA001A XB-2320-01, XB-2340-01 0.4 30 10 FV 100 -29 Water 15.0 L 7850 NO 1 SEP 1
0300
23 L 0010 0200 DC AD200 23L0009, 23L0011 57L2301 XB-2320-01 0.1 AMB 10 FV 100 -29 Water 15.0 L 6605 NO 1 SEP 1
23 L 0011 0100 DC AD200 23L0010 XB-2320-01 0.1 AMB 10 FV 100 -29 Water 15.0 L 1545 NO 1 SEP 1
AD200,
D02 23 L 0012 1200 PV AD200T 23KA001 23HJ002 XB-2350-01, XB-2330-01 2.5 69 10 FV 100 -29 Water 15.0 V 15950 YES 1 CAT 2 1 1
S
AD200T
D02 23 L 0013 0800 PV 01 50 Y 23L0012 23L0004 XB-2330-01 2.5 69 10 FV 100 -29 Water 15.0 V 10 2340 YES 1 CAT 2 1, 2
S
0800, AD200T
D02 23 L 0015 PV 01 50 Y 23L0012 23PSV3011A XB-2330-01 2.5 69 10 FV 100 -29 Water 15.0 V 10 5650 YES 1 CAT 2 1, 2
23 L 0016
0600
0800,
0600
PV
S
AD200 01 50 Y 23L0015 23PSV3011B XB-2330-01 2.5 69 10 FV 100 -29 Water 15.0 V 10 9340 YES 1 CAT 2 1, 2 Process
D02 23 L 0017 0200 PL BD200 04 30 Y 23PA001A 43L2321, 20L0035 XB-2340-01, XB-2050-01 2.8 30 10 FV 100 -29 Water 15.0 L 11430 NO 1 SEP 1
D02 23 L 0018 0300 PL BD200 04 30 Y 23L0009 23PA001B XB-2340-01 0.4 30 10 FV 100 -29 Water 15.0 L 3505 NO 1 SEP 1
D02 23 L 0019 0200 PL BD200 04 30 Y 23PA001B 23L0017, 23L0042 XB-2340-01 2.8 30 10 FV 100 -29 Water 15.0 L 4250 NO 1 SEP 1
23 L 0020 0200 DC AD200 23PA001A 23L0021 XB-2340-01 0.1 AMB 10 FV 100 -29 Water 15.0 L NO 1 SEP 1
D02 23 L 0021 0200 DC BD200 23L0009, 23L0020 57L2303 XB-2340-01 0.1 AMB 10 FV 100 -29 Water 15.0 L NO 1 SEP 1
23 L 0022 0200 DC AD200 23PA001B 23L0023 XB-2340-01 0.1 AMB 10 FV 100 -29 Water 15.0 L NO 1 SEP 1
D02 23 L 0023 0200 DC BD200 23L0018, 23L0022 57L2303 XB-2340-01 0.1 AMB 10 FV 100 -29 Water 15.0 L NO 1 SEP 1
1400,
23 L 0024 PT AD200 23HJ002 23VG002 XB-2350-01, XB-2360-01 1.5 30 10 FV 130 -29 Water 15.0 M YES 1 CAT 3 1, 3
1200
1200,
23 L 0025 PV AD200 23VG002 23KA002 XB-2370-01, XB-2360-01 1.5 30 10 FV 130 -29 Water 15.0 V YES 1 CAT 2 1
1000
23 L
0600,
0026 0400,
0200
PV AD200 01 50 Y 23VG002 23PSV6006A XB-2360-01 1.5 30 10 FV 130 -29 Water 15.0 V 10 YES 1 CAT 2 1, 2 Stress
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The Interdisciplinary Workflow (Controlled Object Revisioning) is a new feature that has been added to
AVEVA Engineering 14.1. The functionality has been designed to enable independent and concurrent
working between disciplines. More specifically, it is intended to allow engineers to work to a specification
whilst remaining in control of the set of data they are consuming from other disciplines.
This is done by preventing changes in one discipline being forced immediately onto other disciplines and
thereby avoiding a cycle of change being triggered between disciplines.This enables an engineer to base
their own changes on a consistent set of data. It also facilitates the ability of different disciplines in a project
to work at different rates with staggered completion times. This is achieved by revisioning data and using
extracts to separate working data from issued data.
Controlled Object Revisioning (COR) allows Engineering to control when Users want to pick up object
changes. When objects are released via status control a notification is sent to any users who subscribe to
that object. The user, once notified, can elect if and when to adopt that change. This process is implemented
using AVEVAs database (Dabacon) Extract functionality.
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As part of the Inter-disciplinary Workflow, Baseline Project Data can also be created. Baselines allow a
view of all disciplines data to be saved in a particular state. Baselines are used to bring together the correct
versions of data from other disciplines to form a consistent set of data that meets a known specification.
The Baseline functionality allows each discipline to continue to change data and create new revisions of
data without changing the view of a project saved in a baseline. Baselines may be created at any time in a
project after the initial project configuration has been defined, and in practice they are likely to be created at
key project milestones.
The Baseline functionality work examples are currently not available in this revision of the
Training Guide due further enhancements of this feature.
A wide variety of fully formatted reports can be generated automatically from the database; including key
project documents such as:
Line lists
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In AVEVA Engineering Tags, imported or created data can also be used in:
2D drawings (P&IDs).
3D Model information.
Isometrics (with process information).
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Datasheet
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AVEVA Engineering contains Compare/Update utilities that allows AVEVA Engineering data to be compared
against data created in other AVEVA products and/or external systems, and allow updates to be selectively
applied as, where and if required.
The Compare/Update utilities can be used by user(s) to integrate data between Design, Schematic and
Engineering databases, as well as data from AVEVA Instrumentation, AVEVA Electrical and other 3 rd party
data source (via Excel) into Dabacon Model databases as shown:
When integrating between two Dabacon databases, it adds the capability to link objects using the
linking capabilities shared with AVEVA Schematic 3D Integrator.
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CHAPTER
CHAPTER33
This chapter gives a basic overview of AVEVA Engineering workflow, together with expected outputs such
as line lists, equipment lists and valve lists, datasheets as well as various kinds of ad hoc or departmental
reports.
The workflow begins with an introduction to the AVEVA Engineering user interface and basic manipulation of
the key facilities and utilities.
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In AVEVA Engineering, list records used in key project deliverables such as Line List, Equipment List etc.
can be generated and maintained.
Records can be viewed, created and updated in the grid view via various methods such as:
AVEVA Engineering Tags provides various manage capabilities allowing users to:
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5. Deliverables
The user can run a quick report e.g. Equipment list, Line list and various kinds of ad hoc or departmental
reports on the data in the list view using pre-defined templates. The generated reports can be previewed,
exported or printed in different formats such as PDF, HTML etc.
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CHAPTER
CHAPTER44
The main parts of the AVEVA Engineering Tags User Interface are:
Title Bar
Tab Menus
o Project
o Home
o Manage
o View
o Admin (ADMIN users only)
Quick Access Toolbar
List / View Window
Message Log / Window
The title bar of the AVEVA Engineering-Tags module displays the module name, project name and MDB of
the currently project in the example below:
Tab Menus
In AVEVA Engineering-Tags all of the commands, facilities and utilities are accessed from a number of
Tabs, which can be selected from the Module Interface, these include:
Tab Menus
o Project
o Home
o Manage
o View
o Admin (Only visible for ADMIN users )
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Enter AVEVA Engineering-Tags module as SYSTEM user with the following details: Username: SYSTEM;
Password: XXXXXX; MDB: ACE_PROC_WORK.
Project Tab
The Project Tab is primarily used to exit the programme, switch between AVEVA PDMS modules if required
and allow the user to set editing/viewing preferences for the AVEVA Engineering-Tags module.
This menu provides access to a number of key functions such as Save Work and Get Work. To access the
Project menu, click on the Project tab from the AVEVA Engineering-Tags main toolbar as highlighted.
Save Work
The Save Work option is used to save any changes made to data made using the AVEVA Engineering-Tags
module.
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Get Work
The Get Work option is 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.
The above commands are quite frequently added as icons to the main menu. See example later in the
manual. 4.3.1.
Help
Online Help for the Tags module can be accessed by clicking on the Project tab and selecting AVEVA
Engineering-Tags Help option from the sub-menu as shown:
Alternative Online Help for AVEVA Engineering-Tags module can be accessed by clicking on the help
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Options
The Options form is used to view and edit user preferences for the AVEVA Engineering-Tags Module. To
open the Options form select Options from the Project tab as shown:
Set Default Units of Measure: Set the default or presentation units of measure used for values in lists,
(Only enabled for ADMIN users).
Save List Layout Changes on Close: Users may change the layout of lists e.g. the order in which columns
are displayed. If a messages is to be displayed asking whether or not such changes are to be saved, select
Ask (this is the default setting). If such changes are not being saved, select No.
Prompt for Session Comment during Save Work: 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.
Highlight Changes after Get Work: Enables/disables highlight changes after GetWork.
Highlight Changes after Refresh from Parent Extract: Enables highlight changes after refresh from
Parent Extract.
Highlight Changes after Refresh from All Ancestors: Enables/disables highlight changes after refresh
from Ancestors.
Selection direction after cell edit: The direction of the next cell relative to the current.
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Auto Save Work: Enables the ability to have perform automatic Save Work operation on a regular and
controlled basis. There are controls for whether this feature is on or off, the duration in minutes between
each Auto Save event, as well as whether a prompt should be displayed to the Engineering user to confirm
or cancel the Auto Save.
Modules
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Home Tab
This menu provides access to number of key groups. Click on the Home tab from the AVEVA Engineering
main toolbar as highlighted to access the menu.
Project Explorer: Presents database content depending on user needs. It provides relevant navigation and
selection, independent of database organisation.
Lists and Schedules: Enables creation, opening and managing lists and list categories.
Clipboards: Contains functions to cut, copy and paste data in a list view.
Records: Contains functions to create new records, and edit and delete multiple records in a list.
Grid Actions: Contains functions to select all records in a list, view lists in the Card View format, clear all
temporary filtering from a list, set cell feedback colours and generate a report on the data in the current list.
Reporting: Provides access to Report Designer used to run pre-defined reports and to create user defined
reports. These are supplied with Tags or created by users in Report Designer.
Find : Enables search operations such as tagged items, Headings and Data Values.
Manage Tab
Status Control: Contains functions to set status definitions and display a graphical representation of a
selected lifecycle.
Status Actions: Contains functions to Promote, Demote, Edit, view graphical representation and view
Status History for the selected records.
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Revisions Baseline: Only available if the project is configured to use the Controlled Object Revisioning
capabilities.
Changes: Provides functions to highlight data changes between different selected database sessions and
view the column /row history .
Integration: Provides functions to export data to AVEVA NET and Compare/Update/Link the data values
from AVEVA Engineering against data held in other AVEVA databases.
Import / Export: Provides functions to export/import data to/from an Excel spread sheet.
View Tab
This tab deals mainly with the grid display modes. It also provides functions to view schematic diagrams and
3D models within AVEVA Engineering application.
View: Provides functions to view the schematic diagram in which an element is located, view the schematic
and 3D model associated with an element, and view the documents linked to elements. The Collections
options allows for ad-hoc selection of items in the grids to be grouped together under a user defined name.
Grid Options: Provides functions to display or hide grid options such as filtering, units of measurement in
the column headers of a list, cell feedback colours, slash that prefixes some values in a list, column
summaries etc.
Admin Tab
The Admin tab is only displayed if the user is a member of the TAGSADMIN team and FREE USER (e.g.
SYSTEM).
Admin Tools: Provides functions to open the Command Window, edit database views, define and switch on
autonaming rules for new records and configure the interface with AVEVA NET.
This toolbar provides the capability to add Tabs and Project menus for easy access. Some commands such
as Save Work, Get Work, Redo and Undo are located in the toolbar by default.
Get Work: Refreshes data in any opened lists with any changes that other users may have made to
the data since the lists were opened.
Undo: Undoes the last change made to data in a list, including the adding and copying of records.
Redo: Reverses the last undo (see above) made to data in a list. Multiple undoes can be reversed.
Session Comment: Enables user (s) to add database default session comment.
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To add a tab or project menu to the Quick Access toolbar, right-click on the required command, in this case
, and select Add to Quick Access Toolbar option from the menu as shown:
The selected Tab is then added to the toolbar and to remove the added command right-click on the Quick
Access Toolbar main toolbar and select Remove from Quick access Toolbar.
Messages
The Messages button displays messages issued during the current session. To display the log, click on the
message text in the status bar. The Messages window is then displayed above the status bar as shown:
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Project Explorer
The Project Explorer is a configurable mechanism to be able to display the database in a manner that suites
a project or companys requirements. In this training project we have provided some examples of how this
may look.
System based
Document Based
Class based
Right button click on an item in the explorer will display the context menu.
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In the VIEW tab thare is an option to change the way the explorer behaves, primarily to track items in the
list against the item in the grid and to automatically refresh the list with new data.
Each breakdown can be displayed as a multi list (default) or split on to separate tabs as below.
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1. Add the following functionality icons listed below to the Quick Access Toolbar:
a). Cut
b). Copy
c). New
2. Select the Customize Quick Access Toolbar pull-down to display the Customize Quick Access
Toolbar list menu. Click the Show Below the Ribbon option to display the Ribbon below the Ribbon Bar.
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CHAPTER
CHAPTER55
In AVEVA Engineering, list records in key project deliverables such as Line List, Equipment List etc. can be
viewed, created and updated using a number of lists or views, each of which displays a category of data in a
grid format.
List records can be created and edited in the grid view via various methods as illustrated in diagram.
The diagram gives a basic overview of some of the capabilities available for creating and editing list records
in AVEVA Engineering. These methods or procedures will be discussed in details and with worked examples
in subsequent sessions.
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AVEVA Engineering provides user(s) the capability to directly add a new record to a list view. This is
described in following the worked examples.
Enter AVEVA Engineering-Tags module as JNR.PROCESS user with the following details: Username:
JNR.PROCESS-A; Password: ENG; MDB: ACE_PROC_WORK.
Adding a new record to a list view, first open the desired list, in this case Line List-- Basic view.
Click on the Home tab, and then select the category (e.g. Process) the list belongs to, from the list of
categories pull-down window in the Lists and Schedules group.
Then select the desired list Line List - Basic from the available lists and click the Open icon. The list is
then displayed in the List / View window.
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Click on the New button in the Records group of the Home tab.
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This displays a second form to enter optional data that may be entered now or later.
Select the Finish button to confirm the settings and close the form .
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The new record is then displayed in the grid and the Project Explorer.
The grid view provides user(s) the capability to add data directly to newly created items or edit existing
records as described in the following worked examples.
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Data can be added directly to newly created record (100-HL-56-1). This is achieved by singleclick on the
desired attribute cell and enter the desired value. In this case in Design Temperature Maximum field
enter 140.
The background colours of cells indicate if the update is successful or unsuccessful. In this example the
update is successful.
Lists of values are available for some fields; these are accessed from the arrow button which is displayed
when the mouse cursor is hovered over them.
For line 100-B-1, click into the Fluid Code. Select the preferred value (e.g. CN) from the available pull-down
list to update the list data as shown:
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For more details on how to setup Lists of Values, please refer to AVEVA Engineering (14.1) Tags
(Admin) guide.
Some fields in the list view can be setup to use a reference list. In grid view such cells are automatically
provided with the facility to select values from a reference browser.
The Reference browser form can be accessed by clicking the browse button which is displayed when the
mouse cursor is hovered over it as shown: Highlight line 150-A-3.
Click the browse button and the Reference Browser form is then displayed.
The Search tab in the Reference Browser form may also be used to search for values.
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Use the Explorer tab to browse the database structure for the desired value. In this example select SPEC
A3B and click OK button from the Reference Browser form to update the list view as shown:
List data in the grid view can be edited using single cell edit or multi-record cell Edit (Bulk Edit) as described
in the following worked examples.
User(s) must have the appropriate access right or own the data to modify records.
Edit a single cell in a list view, for Line 50-CN-25150-A1. Click on the desired value to select it and change
the existing value in Design Temperature Maximum field from 93.33 to 100.
The slider at the button of the form can be used in the normal manner to increase/decrease the font size.
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Alternatively user (s) can also use Tag Editor to edit attributes /properties of a single tagged item. The Tag
Editor can be accessed from the View tab in AVEVA Engineering main toolbar.
The Tag Editor can also be displayed by selecting the preferred tagged item row in the displayed list view
and then click on the Tag Editor option from the context menu.
The Tag Editor option is only available to the end user if enabled in the Admin tab of AVEVA
Engineering by user with appropriate administration access rights.
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When the Tag Editor Tracking option is on, the grid will update itself to track changing selections in the
Project Explorer or a Lists view to display the properties. When turned off, it will continue to display the last
selected item.
Multi-Record Edit allows user(s) to edit multiple records in a list view if required.
This is achieved via the standard window selection method, select the desired row as shown (e.g. left mouse
click on the required row plus Ctrl).
The Select All option in the Grid Actions group of the Home tab may be used to select all rows in
lists.
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Click on the Edit option in the Records group of the Home tab. Select the Edit Selected Records option
from the pull-down window.
The Multi record edit form can also be displayed by clicking on the Edit icon.
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The displayed Multi-Record edit form lists all the columns in the list. Click on the Copy first records Data
checkbox to display existing data of the columns as shown:
Click the Selected checkbox next to a column to update in this case Area, and enter the desired value
e.g. 100 in the Value field as highlighted.
Select all the checkboxes for edit via the Select all checkbox.
Click the OK button to apply the update to the selected record in the list view.
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There are flexibilities in the way in which Engineering can be configured and therefore the user must claim
an element before changing or editing it and this can happen automatically depending on the database claim
mode setting. This is discussed in Appendix-B
The unit of measure is used to quantify values in a column and can be changed by user(s) to desired units
of measure. The units change(s) is only for the user presentation, it does not affect the project default units.
AVEVA Engineering also provides the user with the capabilities to apply user defined Unit Sets to List
columns. This is described in the worked example below:
The Unit sets definitions are done in AVEVA Lexicon by the system Administrator.
In this example, close all previous Process AVEVA Engineering-Tags sessions and enter AVEVA
Engineering as user SYSTEM password XXXXXX MDB: ACE-PROC-WORK
Users modifying column headings Unit Sets must have the appropriate access right.
Open Lines list basic list view from Process Lines category.
Click the unit icon button in the Design Temperature Maximum column to display default of units of
measure.
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In Units sub-menu the current Unit is selected by default. If the unit icon is not displayed, select
the Show Units in Column Headers checkbox in the Grid Options group of View tab to display
units icon.
Click on the Manage icon in the List and Schedules group to apply desired unit sets to column headings
or modify existing column headings Unit Sets.
The Manage Lists form is then displayed. Click on the List Properties button.
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Select the Fields tab from the List Manager form to display the Fields tab content.
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From the Unit Sets column, click on the pull-down window and select the appropriate Unit Set name, in
this case Temperature Unit Set.
The Unit sets definitions are done in AVEVA Lexicon by the system Administrator. The List Manager
Form Unit Sets columns only display UnitSets definitions names if the attributes have appropriate
unit dimensions.
Then click on the OK button from the List Manager form to Save the Fields settings and close the List
Manager form. The Manage List form is then displayed.
Finally, click on the OK button from the Manager Lists form to confirm the settings and close the Manage
Lists form.
Click the unit icon button in the Design Temperature Maximum column to display user defined Unit
Sets as highlighted below.
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Edit a range of Operating Temperature Maximum cells for tagged items (100-A-15,100-A-18,100-A-20
and 100-A-320 with some values as shown:
Click the unit icon button in the column heading, and select the desired unit e.g. K from the displayed
list.
The values in the column are then re-calculated in accordance with the new unit of measurement as shown
above.
The units change is only for user presentation, it does not affect the project default units or data
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Using the Precision option allows user to set the number of decimal places required to be displayed. In the
following example this is set from 2 to 3.
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The copy functionality allows users to copy the content of a cell in a list. This can either be single or multiple
cell copy as described in the worked example.
Select the desired 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, alternatively press Ctrl+C.
To paste into a cell in a list, select the desired cell and click Paste in the Clipboard group of the
Home Tab or right-click and select Paste from the menu, or press Ctrl+V.
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Click on the cell with the desired content (e.g. 50-CN-25100-A1 From cell) and use standard window
selection methods (e.g. left mouse click plus Ctrl and Shift keys) to select other multiple empty cells to copy
the data.
Once multiple cells have been selected right click on the edited cell and select Fill Down from the right-click
menu.
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Records in a list view can be renamed if required; this can be done by applying auto naming rules via the
Auto naming option or manually by clicking the Rename option from the Edit option in the Records
group of the Home tab.
Auto naming rules are usually defined by the system administrator in accordance with the company naming
conventions or format. When the rules are activated and applied to new or existing records, the selected
records are automatically named according to the current applicable rules. This is described in the following
worked example.
The Auto naming Setup form is in the Admin Tools group of the Admin Tab. The Admin tab is only
displayed if the user is a member of the TAGADMIN team. For more detail, please refer to AVEVA
Engineering (14.1) Admin guide
In this example, the selected item will be automatically renamed when a change is done to an attribute,
which the naming rule depends on.
This is achieved by selecting the desired tagged item e.g.100-B-2 using the list filter functionality.
Enter values for the attributes Fluid Code(BW) ,System(A), Line Sequence Number(2), Specification(A3B)
and Service code(1).
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Auto naming rules will fail if the name already exists in the list data or database.
Auto naming rules can also be applied to existing records that are not named according to the current
applicable rules.
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Click on 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 option.
If more than one record row is selected the Rename option is disabled.
The Rename element form is then displayed with the current value.
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Enter the new name /200mm-BW-A-2-A3B-1 and click OK button to apply the change as shown below:
Select the record row 200mm-BW-A-2-A3B-1 and click on 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 option.
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Auto naming rules automatically update the selected record according to the current applicable rules as
highlighted below:
Users with appropriate access right (Admin User) can deactivate Auto-renaming on attribute change in
the Project Option menu as highlighted below:
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The Find and Replace function enables users to search and highlight list data, values or headings and
optionally replaces any text string within a list. This is described in the example below.
Find heading text FROM within the Line List list, enter the text (FROM) to be searched for in the FIND
field in the Find Replace group of the Home Tab.
From the Search icon pull-down list , select the data to search for; (e.g. Headings and Data Values).
Click on the search icon.The first row that contains a match is then highlighted and the cell that contains the
match is selected.
Searching for Data Value within the displayed Line List list , first enter the desired value text e.g. V1234 .
From the Search icon pull-down list , select the data to search for; (e.g.Data Values).
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Click on the search icon.The first row that contains a match is then highlighted and the cell that contains the
match is selected.
Alternatively, click Find or Replace icon 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.
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1. Open Lines List-Basic list view and create the following 4 records using the New button in the
records groups of the home tab as described:
The Mandatory and Optional information fields should be completed as shown below:
2. Add the following attribute data in the table to the newly created records.
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Add the following attribute value in the table to the newly created records.
100-HL-401-1 Liquid
100-HL-402-2 Liquid
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CHAPTER
CHAPTER66
This section describes how to use the Excel Import/Export tool in AVEVA Engineering Tags. The Excel
Import and Export tool supports the import and export of Excel Workbook files to and from the Engineering
database. The Import/Export tool also provides the capability to highlight differences and accepts or rejects
attribute data updates.
Excel Import tool is used where the contents of an Excel file is used for an import. The Excel file may contain
multiple worksheets.
The Import file must contain One Element Type per Worksheet, including UDETs.
The first row of the file must contain a list of headings. Each heading represents a column in the file
containing an attribute of the elements being loaded.
Item create will require an OWNER column. If this column is present, the owner of an element in an
import file must either exist in the import file, or already exist in the Dabacon database.
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This example describes the use of the Excel Import function in AVEVA Engineering Tags to import Excel
Worksheet files e.g. Equipment List to the Dabacon database (Engineering Database).
In a separate session enter AVEVA Engineering with the following details: Username: JNR.MECH.A
Password: ENG; MDB ACE_MECH_WORK
Open Equipment List-Full List list view from the Mechanical category.
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Click on the Manage tab and then select the Excel Import/list option in the Import / Export group as
highlighted, use the list option.
The Select File to Import dialog is then displayed. Navigate to the folder containing the Excel file, select
the Excel file (EQUIP LIST IMPORT.xls) and click the Open button to display the Excel Interface Wizard-
Import dialog.
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Click on the Look In drop-down to select where the configuration file is stored, in this example select
Product.
If no Configuration Name exists, user(s) may enter their preferred name; in this case enter EQUIP LIST
TEST.
If Configuration Name exists, it will be available for selection from the Configuration Name drop-
down menu.
Configuration Name is not mandatory, it is only required if the user needs to the save the
Configurations for future use.
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Project C:\Users\Public\Documents\AVEVA\Engineering\Projects14.1.1\<Project>\<project>
dflts>\Data\Excel
Product C:\Users\Public\Documents\AVEVA\Engineering\Data14.1.1\DFLTS\data\Excel
Select the preferred Data Mode to use for the import, in this case Element Type radio button is selected
by default.
For details on how to use Database View(s) Data Mode please refer to PDMS Design
Common Functionality User Guide.
From the Excel Interface Wizard- Import dialog, click the Next button to display the Worksheet and
Element Type Configuration dialog.
If the Excel Interface Wizard- Import made no element type suggestion or made an inappropriate
suggestion, the user must select the required Element type from the Element Type drop down list.
Where an import file contains multiple worksheets this form allows the worksheets to be imported to
the Engineering database. The user also has the option to include the Worksheets to be imported by
checking the Include column checkbox or exclude the worksheet from the import process by
unchecking desired worksheet Include checkbox.
Checking the Include All column will automatically check all the displayed worksheet Include
checkbox.
To delete or remove any row, select the desired row and then select the delete icon to remove
the row.
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To continue click on the Next button from Worksheet and Element Type Configuration dialog to display
the Column and Element Configuration dialog as shown:
The Column and Element Configuration dialog allows users to specify the element to update
during the import process.
In the Attribute row, map the data (attributes) contained in the excel import file to the required Engineering
database attribute which will be populated or updated.
The Excel Column text are automatically mapped to the Engineering database attributes in the Attribute
cell if the Excel Column text match the Engineering database attribute
If no match is established, the data (attributes) contained in the excel import file are manually mapped to the
desired Engineering database attributes for each column as shown below:
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If the attribute name is known it may be typed into the Attribute cell. Pseudo attributes are not in the
drop down list and must be typed into the Attribute cell.
By checking the Update All checkbox, Update rows checkboxes are automatically checked. This
allows the available columns to be included in the import process. If some columns are not required
they could be excluded from the import by unchecking the appropriate Update column(s).
Leaving the Update checkbox unchecked will allow the attribute to be used during the import
matching process and any difference will be highlighted in the Accept and Reject Form, but will not
update the database attribute.
Once the required configuration in Column and Element dialog is complete, click on the Next button; the
Configuration Options form is then displayed.
To remove carriage return from text attributes, click the checkbox. In this example the checkbox should not
be unchecked.
The Configuration Options Form allows remove carriage return from the text attributes.
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To continue click on the Next button from Configuration Options dialog to display the Save
Configuration Changes dialog.
Click the Finish button. The Excel Wizard then scans the Dabacon database and determines what changes
will take place if the import is confirmed.
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Once the processing of the source data (Excel import data) is completed, the Accept/Reject Wizard
window will then be displayed with a list of potential changes. No changes are made at this point, and the
import may be cancelled without affecting the contents of the database.
The Accept /Reject Form is only displayed if Element Type Data Mode is selected from Excel Interface
Wizard- Import form. The form is disabled if the user selects Database View data mode.
Select the Accept/Reject tab to review all the imported data as shown:
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User(s) can reset the Accept/Reject Grid feedback colour to any preferred colour, by selecting Feedback
Colours option form by right clicking the submenu as shown below:
Start the import process, click on the OK button from the Accept/Reject tab. Import progress dialogue will
then be displayed indicating the progress of the import as highlighted.
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The Summary and Errors & Warnings Tabs on the Import Progress Dialog displays the textual
description of the import and a list of import errors respectively.
In this example the error message reported error while evaluation Status Expression.
The import data is then displayed in the specified list e.g. Equipment List-Full List.
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The Export to Excel option is a tool used when exporting item(s) from Engineering database to an Excel
output. There are two ways to export data from AVEVA Engineering these are:
Open the list view e.g. Equipment List-Full List. Right-click on the list and select the Export to Excel
option from the submenu as shown:
Alternatively, click on the Current List from the pull-down list in the Import / Export group of the Manage
tab as shown:
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The Save As form is then displayed, enter a preferred file name in this case EQUIP EXPORT TEST and
click on the Save button to save the file.
This tool allows users to export selected data from the database (e.g. Engineering database).
Open the list view e.g. Equipment List-Full List. Click the pull-down arrow button next to the Excel
Export in the Import / Export group of the Manage tab. Select the Select from Database option.
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The Worksheet and Element Type Configuration wizard form will then be displayed, showing the
Worksheets and Elements types defined during the import process.
Toolbar descriptions:
This adds a new row to the grid. This allows an additional worksheet to be defined and added to the
export by selecting the icon.
Moves the selected row up the grid. The worksheets in the export file will be created in the order that
they are shown in the grid.
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Once the required configuration in Worksheet and Element Type Configuration has been completed,
click on the Next button to continue. The Column and Element Configuration wizard form is then
displayed.
Users may choose to add an additional attribute to the displayed Element Type by clicking Add a new row
Icon in Column and Element Configuration toolbar to add the required number of rows.
If the column and Attribute fields (rows) are not completed for any of the displayed element types, a
warning message will be displayed if the Next button is selected.
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In this case add attribute : WIDTH-DIA and Ref to the attribute row. The wizard automatically defaults
the Excel Column name to the name of the selected attribute by clicking the Excel column row. This can be
changed if required.
Click the Next button in the Column and Element Configuration wizard to continue. The Configuration
Options wizard form is then displayed.
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To remove leading slash from NAME, OWNER, and Reference attributes. Click on the appropriate
checkboxes. In this example the checkbox for NAME and OWNER should be checked to remove leading
slash from exported data.
Click on the Finish button. The Select Filename for export dialogue will then be displayed. Enter Name
of the export file and click the Save button.
Enter Name of the export file and click the Save button.
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Exporting to Excel File form is then displayed, showing the progress and completion of export.
The file is then saved to the specified location. Some formatting is included and a filter is automatically
added to each column as shown:
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Use the Excel Import tool to create the following records in the Equipment List Full List view.
Using the Excel export tool, export the data to an Excel worksheet and modify the highlighted record
listed below before re-importing the data.
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CHAPTER
CHAPTER77
AVEVA Engineering Tags provides various Manage capabilities allowing users to:
This chapter covers Status control and Change Highlights Managements worked
examples.
AVEVA Engineering provides Status management facilities to graphically view lifecycle stages associated
with the elements in the current list as a workflow diagram.
Elements may be assigned a lifecycle consisting of defined Status, which they progress through. The status
levels are defined in the Lexicon module by the system administrator.
This capability allows users to add Elements that are not on the lifecycle and to change the status of
elements to any status in the lifecycle. This is actioned by commands to promote or demote on the status
actions part of the Manage tab.
This example describes how to add status to item(s) e.g. Equipment items and change existing status of
item(s) in the lifecycle.
In a separate session enter AVEVA Engineering as JNR-MECH-A user with the following details:
Username: JNR-MECH-A; Password: ENG; MDB: ACE-MECH-WORK
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Open Equipment List-Full List list view. Use the filter on C- in the TagNo column to restrict the number
in the list. Click on the Manage tab as shown.
Select the appropriate lifecycle for the displayed list (e.g. Equipment List-Full List) from the Status
Definition drop-down list (in this case Equipment Status Definition for Engineering items) and select
Status Graphical Viewer icon button to open and review the graphical representation of the selected
lifecycle. The Graphical View form is opened displaying the graphical representation of the selected
lifecycle.
Select the desired elements in this case C-9001, C-9002 and C-72404. Click the Edit icon in the
Status Action group of the Manage tab as highlighted:
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The Status Definition for Engineering Items form is then displayed. The current status of the element
will be listed as Not Controlled, meaning they are not on the current lifecycle.
Select the required status in this case Identified [0] to apply to the element, enter a comment if required,
and click OK button or Apply button.
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The elements (item) are set to the selected status in the list as shown:
Use the Multi-select filter in the TagNo column to restrict the number of items in the displayed list.
Promote the status of the item C9001 to the next stage in the lifecycle, select it in the list and click
Promote in the Status Actions group of the Manage tab or select Edit option to promote the element to the
next status.
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The Status Definition for Engineering Items form is displayed as shown. Enter comment if desired and
click on OK button to apply the status change:
The Multiple elements in the same status can also be selected and promoted or demoted.
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Search for elements in a list that share the same status in a lifecycle, click on the drop-down list next to
Status Values list field as shown below:
From the Status Values list pull-down list select the desired status from the available list in this case
Working [0].
Click the search icon next to the pull-down list. All objects in the list at the selected status are then
highlighted.
The selected Status value is displayed both in the grid and highlighted in Graphical view form as shown.
The selected Status value is displayed both in the grid and highlighted in Graphical view form.
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Right clicking on a status definition (e.g. identified) from Graphical View form highlight items in the list
that shares the same status.
Remove an element or elements from a status lifecycle by selecting the desired item (C-9001) in the list.
Click on the Remove button in the Status Actions group of the Manage tab.
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The Remove Status form is then displayed. Select the Yes button to remove the selected element(s)
from the status lifecycle. In this example select the No button.
This functionality allows the user(s) to generate and view a graphical breakdown of the proportion of
selected elements in a list at each status. This is described in the work example.
View graphical or statistical breakdown of elements by selecting the desired elements e.g. C-9002 in the
list and promote to the next status (Working).
Then select the tagged items (C-9001, C-9002 and C-72404) in the list and Click the Statistics button in the
Status Actions group of the Manage tab. The Statistical Report form is then displayed.
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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 the percentage of selected
elements that the segment represents.
Display a different chart type, by right clicking on the report background to display a menu and select
Chart type from the sub-menu click on required chart type in this case Pie Chart (3D) as shown.
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Display the list of selected elements that a segment represents, by right-clicking on it and select the List
Elements option from the menu.
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View a log of the status changes that have been applied to the
elements that a segment represents,by right clicking on it and
select the Status History option from the menu that is then
displayed.
This facility allows the users to view the details of the status transitions for the selected elements, along with
other session histories. This is described in the example below:
View a history of status changes for elements, by selecting the desired item (C-72404) in the list as shown:
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Click the History button in the Status Actions group of the Manage tab. The Status History form is then
displayed.
The log can be printed or exported to an Excel spread sheet by right-clicking and selecting the required
option from the menu that is then displayed. If Export to Excel is selected, the Save as dialog is displayed.
If Print Preview is selected, the Print Preview window is displayed. A Refresh option is available to update
the log with any changes made since it was opened.
This tool provides users with the capability to view database changes related to objects between two
database sessions or stamps and highlight the changes using different colours.
A new Session is created on the database when a savework is made. Details such as date, user and
Session descriptions are stored as part of the Session data. Stamps are usually setup by system
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The Highlight Changes option contains current session and Choose Sessions sub-options. The Latest
option will automatically compare two most recent database sessions Choose Sessions option will
display dialogs for selecting database sessions and/or database stamps. The use of this tool is described in
the example below:
Highlight changes between the last session and the current session . First change the C-9001 attribute value
for Area to 104.
Click on the arrow button underneath the Highlight option in the Changes group of the Manage tab. From
the menu that is then displayed, click the Current Session option.
The differences between the last and current sessions are then highlighted in the list view on a new list tab.
The new list tab only displays the changes. The data in this list view cannot be modified.
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The list view also display the type of change against each record in the list view as highlighted below.
Previous values of element(s) in previous sessions can also be viewed by hovering the mouse cursor
over the desired item to display the previous value.
Finally close the Changes in:( Equipment List-Full) (s (0)-s(Latest)) List. This is a read only List view,
no modification of data is allowed via this view.
Highlight changes between selected sessions by clicking on the Highlight icon in the Changes group of
the Manage tab. The Choose Historical Database Session form is then displayed as shown below:
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Select a Base Session, click the appropriate browse ... button. The Select Session dialog is then
displayed.
Select the Sessions tab to display available sessions. The Stamps tab typically displays the list of available
stamps. Select the desired Session and click OK button.
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The selected session is then saved to the Choose Historical Database Session form as shown:
From the Choose Historical Database Session form, click OK button. The differences between the
selected sessions is then highlighted in the Changes in Highlighted List as shown:
Remove the applied filter on TagNo column to display the full records.
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Different types of changes are indicated with different colours. Modifications are highlighted in yellow.
New records are highlighted in green. Deleted records are highlighted in orange.
The history of record data in a row or column in the displayed list can be viewed by selecting the desired row
(in this case P1502A) and click on the History icon. Then select History option from the pulldown list in
the Manage tab.
Apply appropriate filter to the TagNo column for quick access to the desired tagged item.
The Row History list is then displayed in a separate List tab. The new list tab (Row History tab) for
P1502A displayed the changed columns and values between selected sessions.
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The Column History for the selected sessions can also be display. This can be achieve by selecting the
desired single cell in that column (in this case Area column) and click on the Column History to view the
data history.
The Column History list for the selected sessions (Target and Base sessions) is then displayed in a
separate List tab as shown:
Users with the appropriate access rights can modify the row history identification column heading using
the List Manager form. This is usually the first column by default in the Row History List, in this case
TagNo column to display the desired column using the List Manager form as shown
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In a List view, items (elements) that are associated (linked) with a schematic diagram and 3D model can be
displayed and viewed in Diagram Viewer and 3D Viewer.
This user (s) can also highlight changes made to schematic diagram objects between selected sessions on
which an item is located. This is described in the worked example below:
Open Equipment List-Full List list view from the Mechanical category.
Select the desired item (P1501A) in a list, and click Diagram in the View group of the View tab and from the
pull-down list select View Selected Item on Diagram. Or right-click on the list and select View Diagram
option from the sub-menu.
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The View Selected Item on Diagram option is available only when the element is linked with its
equivalent in Schematic database using Compare Update tool.
Alternatively, right-click on the list and select View Diagram option from the sub-menu.
Schematic Diagram can also be opened, when items are not linked with its equivalent in schematic
database by clicking on the arrow under the Diagram in the View group of the View tab as shown.
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The Diagram Viewer form is then displayed with the selected element, in this case P1501A highlighted in
the diagram.
When the Diagram Viewer is open, an extra tab, Diagram Viewer-Actions, is displayed with options
to navigate the displayed diagram.
To display associated or linked 3D item, click 3D in the View group of the View tab. Alternatively right-click
on the list and select 3D option from the sub-menu.
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Select the 3D Viewer Action tab to display the 3D Viewer contextual menu. Select the Equipment &
Piping checkboxes to display the 3D model of the selected element, in this case P1501A.
By using the clipbox slider, it is possible to see more or less of the surrounding items.
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Transparency of surrounding items can be adjusted using the Transparency Slide to make the selected
item stand out, and to become clearly visible even if it is obscured by other items.
Options are available in the 3D Viewer contextual menu for what kind of items to include in the 3D View
(Equipment, Piping, Structure, Cabling, and Hangers & Others).
The Schematic Model Viewer allows users to view the contents of the schematic model database
independently of diagram layouts.
It provides a continuous navigable view of equipment items and the interconnecting networks, independently
of which system they belong to or which P&ID they have been drafted on. The section below described how
this tool is used.
To generate a schematic model from list view data, select the desired item e.g. P1501A in Equipment
list-Full List view. Click on Model View in the View tab and from the pull-down list select View Selected
Item in Schematic Model Viewer from the sub-menu as shown:
The View Selected Item in Schematic Model Viewer option is available only when the element is
linked with its equivalent in Schematic database. A Schematic Model can also be generated if required,
when items are not linked with its equivalent in schematic via the View Schematic Model Viewer
option.
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The Schematic Model Viewer form is then displayed. The selected element in this case P1502A is
placed at the centre of the generated view and the system automatically finds all connections in the
database and displays each connection as a graphical sub tree.
To display inline items such as valves, reducers, instruments etc., select the Inline Items icon from the
Schematic Model Viewer-Actions toolbar.
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The example below describes how to view, documents and other resources linked to an element. Select the
element in a list or in the database explorer and click Linked Documents in the View group of the View tab.
Linked documents are organised in the link classes which are in turn collected into link worlds. For
more details on this and how to create Worlds and Classes. Please refer to AVEVA Engineering Tags
User Guides.
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101-P-2603 Working
101-P-2604 Working
101-P-2605 Working
101-P-2606 Working
3. Display the Statistical/graphical report in bar chart. Use the Highlight changes capability to view the
changes between the last and current session.
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CHAPTER 8
AVEVA Engineering Tags provides users the capability to group and manage project
data into different user-defined categories which are normally discipline specific and
under each of these categories specific Lists (e.g. Equipment list) are created.
A list is created initially from a project database view and then grouped into user-defined Categories and this
will usually be created by the advanced users or system administrator with administrative access rights to
create or modify list layout.
The following worked examples describe how to create and manage a user-defined Category and Lists
within that Category.
In this example only user (s) with administrative access rights in this case SYSTEM user can create or
modify existing categories.
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Click on the Manage icon in the List and Schedules group, the Manage Lists form is then displayed.
Click on the Add Category button on the Manage Lists form and the Manage Lists Category form is then
Displayed.
In the Category field text box enter the preferred Category name, in this case PLANT
Select the Category type from the available pull-down list, User. In this example select Project
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The choice of the Category type from the pull-down list determines where the list is stored. A User, may
not have write access to the Project or Company, depending on Windows access rights.
Click on the OK button. The Manage Lists Category form is then closed and the new category is listed in
the Categories group of the Manage Lists form.
Edit the Category Name and Type by selecting the preferred Category name from the categories list
and click on the properties button to modify the name.
Delete Category from the categories list by selecting the category name and click the Remove
Category button. When a category is deleted all the lists in that category are also deleted.
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This worked example describes how to create and add Lists (e.g. Equipment list) to preferred Category.
Select the preferred Category and add List by clicking on the Add List button on the Manage Lists form.
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To make the list visible in the list dropdown, check the Visible in list dropdown checkbox. Unchecking
this option hides a list to user. It is not displayed in dropdown list control and cannot be opened. It can
still be used as a sub-list.
In the View Definition Set section of the form, by default Project Views is selected in the list, this
allowing users to select views from Element, User or Project view - In this example this field should
remain as Project View.
The next step is to select the desired project database view (datasource) to base the list on, which will form
the basis of the list view. In this case select LINE-BASIC
Click on the OK button to close the form. The newly created list Plant Line List is then added to the
PLANT category and is displayed on the Manage Lists form within the Lists in Category list form.
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To Copy a list, select the required list from the Lists in Category list, and click Copy List button. The
List Manager form is then displayed with the properties of the copied list and a default name of copy
of <name of copied list>, is given to the new list.
Finally, click on the OK button from the Manager Lists form to save the newly created list and close the
Manage Lists form.
The user can specifies which fields are to be included in the list view, define the layout of the fields, the
sorting order of the fields, and they can also apply filtering.
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The List Fields allows user(s) to specify the columns to be displayed in the grid view and also give the
user(s) the capability to modify the columns caption (display name).
In this example the Plant Line List fields are modify to only display the following column in the grid view.
Name
Process Phase
Fluid
TO
FROM
Size
Service Code
Line Sequence
Fluid Code
Area
Select the Manage icon, to display the Manage Lists form. Click on the PLANT category to display
available list (e.g. Plant Line List).
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Select the preferred list e.g. Plant Line List and click on the Lists Properties button to display the List
Manager form.
The List Manager form, by default will select the View tab, where the lists, Name and Description can
be modified if required.
Then click on the OK button from the List Manager form to Save the Fields settings and close the List
Manager form. The Manage List form is then displayed as shown:
Finally, click on the OK button from the Manager Lists form to confirm the settings and close the Manage
Lists form. The displayed list in the grid, in this case Plant Line List will automatically be updated with
the field settings as shown:
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The List Layout allows user (s) to specify the order in which the lists columns are to be displayed in grid
view. The List Layout also gives the user(s) the capability to add multi-level column headings and control the
appearance of colours for headers and rows in a List, on a per-column, together with control of the cell Font
colour.
Multi-level column headings may be created by user(s) if required. Multi-level column is used to group
columns together under User-defined column headings.
This is achieved by selecting the Layout tab from the List Manager form to display the Layout tab
content. Then right-click on the column displayed name or the Root node, in the left-hand section of the tab
and click on Add Group.
A new column group heading is then added with the default name Group 1 (assuming it is the first group to
be created). Rename the default column group heading Name Group 1 if required. In this case enter
General Data.
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Multi-select the desired columns and drag them onto the newly created group as shown:
The user could also add a column pin if required, by clicking on the Multi-Level Headings column
displayed pin icon.
Alternatively right-clicking on the Multi-Level Headings column name in the list of columns and select
Pin Column / Unpin Column from the context menu.
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The options to add colour to list columns are available on the Layout tab of the List Manager, via the
context menus for the Headers and the cells.
The seven options available on these two context menus have the following effect:
Header Colour: Changes the background colour of the currently selected column header(s).
Header Font Colour: Changes the font colour of the currently selected column header(s).
Reset Header Colours: Resets the background and font colours of the selected column header(s)
to their default values.
Cell Colour: Changes the background colour of the cells in the first row for the selected column(s),
and then every other data row in the column(s).
Alternate Row Cell Colour: Changes the background colour of the cells in the second row for the
selected column(s), and then every other data row in the column(s).
Cell Font Colour: Changes the font colour for all data rows in the selected column(s).
Reset Cell Colours: Resets the background and font colours of the data cells in the selected
column(s) to their default values.
Select the preferred Header in this case General Data group Header and then click on the Header Colour
option from the context menu.
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The Colour Picker control, which allows the choice of standard or custom colours is then displayed. Select
the desired colour e.g. yellow and click on the OK button to confirm the settings and close the Colour
Picker control form.
Multi-column selection is available in this dialog to speed up the application of column colours, where
the same colours are desired on multiple columns.
Select the preferred cell (s) in this case General Data group Header and then click on the Header Colour
option from the context menu.
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From the Colour Picker control, select the desired colour e.g. yellow and click on the OK button to confirm
the settings and close the Colour Picker control form.
Finally, click on the OK button from the Manager Lists form to confirm the settings and close the Manage
Lists form. The displayed list in the grid, in this case Plant Line List will automatically be updated with
the Layout settings as shown:
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By default, records in a list are displayed in rows based on order of creation, with the newest listed first. This
default sort order can be changed using the List Manager on the Sorting tab.
This is achieved by selecting the Sorting tab from the List Manager form to display the Sorting tab
content
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Double-click on the preferred View fields e.g. Line Sequence Number. The Sort by row is then populated
with selected View Fields (Line Sequence Number).
Select the desired Sort order from the available pulldown list.
The Numerical Sorting can also be enabled if required. By default, in AVEVA Engineering Tags grid,
text attributes are sorted by alphabetically, even if the value contains both numerical and alphabetical.
Enabling the Numerical Sort allows numerical sorting for particular columns.
Finally click on the OK button from the List Manager form to save the sorting settings and close the List
Manager form.
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The Manage List form is then displayed. Click on the OK button from the Manager Lists form to
confirm the settings and close the Manage Lists form.
The modified list in this case Plant Line List will automatically update the affected view Columns in
accordance with the Sorting Order settings.
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The Sub-Lists tab lists the allowable sub-lists for the current list. If a sub-list is set up for a list, when an item
is selected in the list, the sub-list will display the details of items associated with the selected item. The Sub-
Lists tab also provides the capability to control the layout of Sub-lists.
Enabling Sub-List display can be achieved by selecting the Sub-List tab from the List Manager form.
Select the appropriate sub-list item checkbox to enable the Sublist display for the selected List.
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The Sublist Layout can modified if required, by selecting a sub-list in the tree explorer, its layout options on
Layout property grid is shown on the right-hand side of this dialog. Multiple sub-lists can be change by selecting
multiple sub-lists using Ctrl+left mouse button click.
Multiple sub-lists can be change by selecting multiple sub-lists using Ctrl+left mouse button click.
All of the layout options will affect the Sub-list window layout after opening the main list with which they
are defined.
Finally to save the Sub-lists settings; click on the OK button on the List Manager and Manage Lists
forms to confirm the settings and close both forms respectively.
The modified list in this case Plant Line List is updated automatically displaying the enabled sub-list as
shown below:
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When an item is selected in the list, the sub-list will display the details of items associated with the
selected item in a sublist. In this example the selected item (90-CO-99-9) does not have any associated
item.
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1. Create a Category for Electrical Engineers and complete the displayed fields as shown:
2. Create a List based on project database view ELEC-EQUIPMENT-BASIC for the newly category
(Electrical Group) and complete the displayed fields as shown:
3. Open the newly created List Electrical List and modify the List View using the List Manager form to
display only the following columns in the List grid view:
- Tag Number
- Prefix
- Tag Letter
- Suffix
- Description
- Location
- Service
- Area
- Name
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4. Using the Layout tab in List Manager, create a Multi-level column heading to group the following field
columns Name, Tag number, Tag Letter, Prefix and Suffix listed in Electrical List view .
5. Using the available Headers and cells Colour options on the Layout tab of the List Manager, add the
following to the Electrical List columns and rows as shown:
Header Colour
Cell Colour
Alternate Row Cell
Colour
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CHAPTER 9
CHAPTER 9
AVEVA Engineering provides Interdisciplinary Workflow functionality also known as Controlled Object
Revisioning. The Controlled Object Revisioning enables independent and concurrent working between
disciplines and allows Engineers to be in control of the data they are consuming from other disciplines.
When a discipline issues/release data via the status control mechanism a notification is sent to any users
who subscribe to attributes defined a particular Database Views (List View) of interest. The user, once
notified, can choose if and when to adopt that change
This process is implemented using AVEVAs Database Extract functionality that allows Users to change data
belonging to their own discipline, and to choose when to accept status changes from other disciplines. An
extract hierarchy is used to support the general Issued -> Approved -> Working mechanism for the data
being modified. Extract databases called consumer extracts allows users to pull changes from other
disciplines into their view. This is illustrated in the user journey worked example below.
In this example the Interdisciplinary Project data User journey is illustrated using three different user journey
scenarios:
This example deals with a user journey for Junior Mechanical Engineer working on Working Data.
Working
Mech Data
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Junior Mechanical Engineer enter AVEVA Engineering-Tags module as JNR.MECH-A user with the
following details: Username: JNR.MECH-A; Password: ENG; MDB: ACE_MECH_WORK
The Junior Mechanical Engineer working in the Mechanical Discipline has an Equipment list with
mechanical attributes which they can change and attributes from Electrical and Process disciplines,
which are read only.
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The Junior Mechanical Engineer with the appropriate access rights modifies some of the Mechanical
discipline attributes.
The Junior Mechanical Engineer then submits the modified data for approval using the Status Management
functions to promoting the item from Identified >Working>Pending Approval as shown:
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Select the appropriate Status definition (e.g. Equipment Status Definition for Engineering items) from the
available pull-down list. Click on the Edit icon in the Status Action group of the Manage tab:
The Status Status Definition for Engineering Items is then displayed. The current status of the
element will be listed as Not Controlled, meaning they are not on the current lifecycle.
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Select the required status value in this case Identified to apply to the item, enter a comment if required,
and click on the Apply button to apply the settings.
To promote the status of the item P-72310 to the next stage in the lifecycle (Working), select it in the list
and click Promote in the Status Actions group on the Manage tab, to display the next status transition.
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Enter a comment if desired and click on the OK button to apply the status change.
Promote the item to the next stage in the lifecycle (i.e. from Working to Pending Approval) by selecting the
item in the list and on the Manage tab, click Promote in the Status Actions group.
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Promoting the selected item P-72310 to the Pending Approval transition state automatically issues the
data up to the next level of the Mechanical extract hierarchy for approval by a Senior Mechanical Engineer.
The example will now deal with the Senior Engineers approval process user journey.
Mech Data
Reviewed and Approved.
In a separate session enter the AVEVA Engineering-Tags module as a SNR.MECH user with the following
details: Username: SNR.MECH-A; Password: ENG; MDB: ACE_MECH_APRV
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The Senior Mechanical Engineer reviews and approves changes made by the Junior Mechanical Engineer
using the Status Management functions to promote the item from Pending Approval to Approved as
shown:
On the Manage tab, click Promote icon in the Status Actions group. The Status Status Definition for
Engineering Items form is then displayed and the next status transition of the item will be listed as
Approved.
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Select the appropriate Reason from the pull-down menu to enable the OK button. In this case select For
Review.
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When the Senior Mechanical Engineer promotes items from Pending Approval to Approved, the Status
Control mechanism automatically Issues the data up to highest level extract ( Master database), where it
becomes available for other disciplines to consume.
Once the data reaches the Released level (i.e. Master database), the system sends a notification to Users in
other disciplines who subscribe to attributes defined in the Database Views (List View) of interest .
The disciplines (e.g. Electrical Engineers discipline) who subscribed to attributes defined in the Database
Views of interest, automatically received a notification ( ) to indicate that changes are available.
Engineering users are notified when a different disciplines team issues a new revision of data for which
their teams has a subscription. Users can only accept new revisions of data from different team; it is not
possible to return older revisions.
The example will now show how an electrical engineer can accept the approved mechanical changes.
In a separate session enter the AVEVA Engineering-Tags module as JNR.ELEC user with the following
details:
Username: JNR.ELEC-A;
Password: ENG;
MDB: ACE_ELEC_WORK
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The flag ( ) displayed in the status bar is known as the notification flag, it indicates the number of tagged
items that have any unaccepted revisions outstanding on them.
The Lists can also be configured via the List Manager form to optionally add a column to indicate if there
are any outstanding notifications on the tagged item in each row of the grid.
In this example the number following the flag indicates one (1) item with an unaccepted revision outstanding.
A single-click on the notification flag in the status bar will bring up the Revision Centre as shown.
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The Revision Centre form allows user to view all available revisions of tagged items released by other
disciplines to which the user has a subscription. The Revision Centre has two tabs; Select and
Compare/Update.
The tab (Select) lists out all of the revisions of tagged items that are outstanding and waiting to be accepted
by the current team. To accept the revision(s), click to select the check box adjacent to the revision(s).
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The records in the Select grid can be filtered and sorted to narrow down the tagged items to be focused
on and multiple records can be selected for compare.
Then click the plus icon to display the available revision(s) for the tagged items (e.g. P-72310).
The
feedback
colour
indicates new
records.
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To accept a revision, click to select the check box adjacent to the revision.
Selecting the revision checkbox changes the feedback colour of the cells that will be affected by the
update.
Only one revision per tagged item can be selected, but new revisions of more than one tagged item can
be selected in this dialog.
Select the Update button to commit the change and close the Revision Centre dialog.
The number associated with the red flag icon in the status bar will also be updated to reflect the change, but
it will only go down if all pending changes for a tagged item are selected (i.e., the latest revision).
Clicking the Apply Button to accept the new information refreshes the Revision Centre dialog without
closing it.
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Once the Junior Electrical Engineer pulls the changes into the appropriate List View (e.g. Equipment List
Full List), the User (JNR.ELEC) can then add or modify the Electrical disciplines attribute data.
Efficiency: 0.88
Phase: 3
Click the Save Work button to save the changes to the Electrical Working extract database.
The Junior Electrical Engineer then promotes the tagged item from Identified >Working>Pending Approval
as shown:
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Click to select the appropriate Status definition (e.g. Electrical Attribute: Status Definition for Engineering
item) in the Status Action group of the Manage tab.
Click the Edit icon in the Status Action group of the Manage tab to display the current status for
Electrical Attribute: Status Definition for Engineering item.
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Select the required status in this case Identified to apply to the item, enter a comment if required, and click
the OK button to close the form.
Promote the tagged item P-72310 to the next stage in the status lifecycle i.e. from Identified>Working
using the Status mechanism as previously described.
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Promoting the selected item P-72310 to the Pending Approval transition state automatically issues the
data up to the next level of the Electrical extract hierarchy for approval by a Senior Electrical Engineer.
In a separate session enter AVEVA Engineering-Tags module as SNR.ELEC user with the following details:
Username: SNR.ELEC-A; Password: ENG; MDB: ACE_ELEC_APRV
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The Senior Electrical Engineer reviews and approves changes made by the Junior Electrical Engineer
.Promote the tagged item P-72310 from Pending Approval to Approved by selecting the appropriate
Status definition (e.g. Electrical Attribute: Status Definition for Engineering item) in the Status Action group of
the Manage tab.
When the Senior Electrical Engineer promotes the tagged items from Pending Approval to Approved, the
Status Control mechanism automatically issues the data up to highest level ( Master database), where it
becomes available for other disciplines to consume.
The system sends a notification to users in other disciplines who subscribe to attributes defined in the
Database Views (List View) of interest.
In this example the Mechanical Engineers discipline has a subscription on Electrical data, as result the
Mechanical Engineer (User) will automatically receive notification from the Electrical discipline.
The next step is for the Mechanical discipline to accept the approved changes from Electrical discipline.
In a separate session enter AVEVA Engineering-Tags module as JNR.MECH user with the following details:
Username: JNR.MECH-A;
Password: ENG;
MDB: ACE_MECH_WORK
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Click the Get Work icon to display the notification received from the Electrical discipline.
To accept the notification, double-clicking on the red flag in the row adjacent to the tagged item to display
the Revision Update form, shown, docked to the button of the AVEVA Engineering-Tags module window.
The notification red flag ( ) in the grid view will only appear if existing tagged items in the current grid
view have any outstanding notifications.
The Revision Update form mini-grid shows the current data and the available set of revisions. The
example above shows a new revision from the Electrical discipline. If there is more than one revision that
can be chosen, these are available for selection in the second row of the Revision column, via a drop-down.
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The Revision Update form is designed for single tagged item update. For multiple tagged item
updates the Revision Centre form is more suitable. This is explained later in this manual.
Click the Update button in the Revision Update form. Successful update will automatically close the
Revision Update form mini-grid and the notification red flag ( ) in the grid view adjacent to the tagged
item is automatically removed from the grid view.
The number associated with the red flag icon ( ) in the status bar will also be updated to reflect the
change, but it will only go down if all pending changes for a tagged item are selected (i.e. the latest revision)
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Working User
Approve User
2. As SNR. Mech Engineer enter AVEVA Engineering using SNR.MECH-A; Password: ENG; MDB:
ACE_MECH_WORK.
3. As JNR. Process Engineer enter AVEVA Engineering using MDB (ACE_PROC_WORK) Password:
ENG.
SNR. Process Engineer enters AVEVA Engineering using MDB (ACE_PROC_ APRV).
- Promote the newly created items from Pending Approval to Approve via Status Control form.
SNR. Elect Engineer logs into Engineering using MDB (TRAINING_ELEC_ APRV).
- Promote the newly created items from Pending Approval to Approve via Status Control form.
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CHAPTER 10
AVEVA Engineering allows user(s) to generate a wide variety of fully formatted reports from the database,
including key project documents such as:
Datasheets.
List data e.g. Line Lists, Valve Lists, Equipment Lists etc.
Ad hoc or departmental report.
Engineering Tag Information can also be used in; 2D drawings (P&IDs)
and Isometrics.
Datasheets Deliverables
In AVEVA Engineering datasheets are created based on datasheets templates created in Lexicon by the
system administrator. The datasheets documents can be viewed, edited or exchanged with third parties via
Excel /Import.
The steps listed below describe a basic workflow for datasheets generation.
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AVEVA Engineering allows new datasheets instances to be created from existing datasheets templates
created in Lexicon module by the system administrator.
To illustrate this:
Login enter AVEVA Engineering-Tags module as SYSTEM user with the following details: Username:
SYSTEM; Password: XXXXXX; MDB: ACE_MECH_WORK.
The System user is a free and has a read and writes access to all discipline databases in this project.
Open a desired List view; in this example open the Equipment List-Full List from MECHANICAL
category.
From the displayed List View (Equipment List-Full List), select the desired item row (P1502A) to enable the
Datasheet Icon.
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The Name and Description fields are automatically set from the datasheet Template description. Users
can modify these fields (Name & Description) manually or via autonaming rule if required.
Finally, click on the OK button to confirm the settings and open the Datasheets Instance.
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AVEVA Engineering supports two way data modification that is users are able to view and edit datasheets
directly from the List grid View and Datasheet list.
From the List View (e.g. Equipment List-Full List), datasheet instance of tagged item can be viewed by
double clicking on the Datasheet column cell as highlighted below:
Once the datasheet instance is displayed, click on the preferred cell and type in the data. If the cell has a
picklist the user can select a value from the drop-down list.
In this example update the following fields using the data below:
The List grid View and Datasheet list are updated simultaneously. The background colours of cells indicate
if the update is successful or unsuccessful. In this example the update is successful.
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In Datasheet list, user can modify or convert units by clicking on any cell with mapped unit of measure and
select the appropriate unit from the pull-down list button.
Click on the Temp unit cell pull-down window and select K from the available.
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To increase or decrease the precision of the displayed value, click on the Precision tab.
The units change is only for user presentation, it does not affect the project default units.
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Datasheets revisions works on the standard Status definitions, when a new datasheet is created it is placed
under Revision Control and a status definition is assigned to the datasheets elements.
The datasheets Status transitions are made using the Status Control form, based on the current selection in
the Datasheet Revision list based on datasheet instance elements.
Revision control is only applicable to datasheets elements (instance) not the templates.
To issue a datasheet:
Click on the Manage tab and select the appropriate lifecycle for the displayed datasheet list (e.g. Datasheet
Revision List) from the Status Definition pull-down list in this case (DSINT:Status - Status Definition
for Engineering items (Datasheets))
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Select the Status Graphical Viewer icon button next to open and review the graphical representation of
the selected Status lifecycle.
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The DSINT:Status: Status Definition for Engineering items (Datasheets) form displays the first stage
of status transition for the displayed list which in this case Identified [0].
Enter comment if desired and click on OK button to apply the status change.
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The Status transition to the Working state triggers creation of a new working revision of a datasheet
instance (*).
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The following next step illustrates how the Senior Mechanical Engineer reviews and approves changes in
the datasheet instance.
The modified attribute data for tagged item (P1502A) must also be released for review via status
transition (See Section 9 for details) simultaneously with the datasheet instance.
Close all previous AVEVA Engineering sessions. In a separate session enter AVEVA Engineering-Tags
module as SYSTEM user with the following details: Username: SYSTEM; Password: XXXXXX; MDB:
ACE_MECH_APRV
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The datasheets instance is then approved using the Status Management functions to promote the item from
Pending Approval to Approved .Select the datasheet instance (P1502A_CENTRI-PUMP-
DATASHEET-TEMPLATE).
Click Promote icon in the Status Actions group of the Manage tab. The DSINT:Status - Status
Definition for Engineering items (Datasheets) form is then displayed and the next status transition of the
item will be listed as Approved.
Select the appropriate Reason from the pull-down window to enable the OK button. In this case select For
Review.
Enter comment if desired and click on the OK button to apply the revision number and the close displayed
datasheet.
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To view the approved datasheet instance, open the Datasheet List from the DATASHEET categories.
Open the saved issued datasheet instance, by clicking on the Open Revision option from Datasheet
icon pull-down list.
From the displayed datasheet form, select the preferred revision and click on OK button to display the issue
datasheet.
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The issued datasheet instance is displayed with appropriate revision number as highlighted.
The issued datasheet instance is also displayed with the appropriate revision marks.
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AVEVA Engineering provides the capability to add a tag specific sketch on an instance of a datasheet rather
than a generic one on the datasheet template.
In a separate session the User (e.g. SYSTEM) enters AVEVA Engineering-Tags using the following details
the following details: Username: SYSTEM; Password: XXXXXX; MDB: ACE_MECH_WORK.
If the AVEVA Engineering-Tags session is previously opened, do not re-enter the session, simply
proceed with the following steps.
Open the Datasheet List from the DATASHEET categories and select the desired element row in this case
P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE.
Approved datasheets instance are not editable. To edit a datasheet instance that has been issued, it must
be demoted to a Working status value.
Click on the Promote icon in the Status Actions group of the Manage tab to promote the datasheets
instance to Revised status.
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Click the Demote icon in the Status Actions group of the Manage tab to move the datasheet Instance from
Revised to Working status. Remove the Comment General Check and click on the OK button
The Revision column of the Datasheets List view is automatically updates from A1 to A1* which indicate a
working revision.
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Open the datasheet instance and navigate to the Sketch page. Then right click on the image, to display the
context menu.
A datasheet template must have been configured with editable Sketch control settings in order to
modify the process sketch page on an instance of datasheet.
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Click the on Insert Picture option and select the preferred picture file e.g. Pump Sketch_1
The sketch page is then updated with the chosen sketch /picture as shown:
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Additional Sketch page can be added to the datasheet instance if required by clicking on the New sheet
and select Add Sketch page from the context menu.
The Additional Page Selection Form is then displayed showing available Additional Page definitions.
Select the desired Additional Page definition, in this case CENTRI-PUMP-DATASHEET_Sketch Page and
click on the OK button.
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Clicking the OK button automatically adds additional Page to the displayed datasheet instance.
AVEVA Engineering provides the capability to load external RTF file to update the datasheet instance free
cells as well as direct modification of the free cells values.
This can be achieved by opening the datasheet instance and navigate to the Note page/Free cell section of
the datasheet instance. Right-click in the free text cell and select Load RTF file to update the datasheet
instance free text cells.
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Select the preferred the RFT file, in this case Demo_test from the desired directory and click the Open
button.
The datasheet instance free text cell is then updated accordingly. Users can edit the RFT files via the
datasheet instance if required.
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Additional Note page can be added to the datasheet instance if required by clicking on the New sheet and
select Add Note page from the context menu.
The Additional Page Selection Form is then displayed showing available Additional Page definitions.
Select the desired Additional Page definition, in this case CENTRI-PUMP-DATASHEET_Note Page and
click on the OK button.
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Clicking the OK button automatically adds additional Page to the displayed datasheet instance.
A datasheet template must have Notes Pages configuration to allow user (s) creates additional Notes
pages in datasheet instance.
Revisions of the selected datasheet instance can be compared and the changes highlighted using revision
markers.
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Select the preferred Revision numbers from the Compare Revision pull-down list as shown:
Click on the OK button to display the results. The changes made since the last revision (A1), which Note
page updates are highlighted in default colour feedback as shown:
To enable the datasheet instance Change Highlighting capability, the system administrator or user(s)
with administrative access rights must configure this option via the Configuration option in the
Datasheet group of the Admin tab.
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Datasheets Export/Import
Users (Engineers) can Export /import datasheet as Excel spread sheets, to or from vendors or from other
departments using the AVEVA Engineering Excel Import capability.
Data imported from spread sheets compared against existing records in the database and all differences
between current and data to be imported is highlighted to users enabling acceptance or rejection of the data.
To export a datasheet to vendors, select the displayed Datasheet list. Click the pull-down arrow button next
to the Excel Export in the Import / Export group of the Manage tab. Select the Current Datasheet to
Provider option.
Exporting datasheet instance with Current Datasheet to Provider option. Enables the cells that have
been set with the Provided by Supplier settings in the datasheet template, to remain unlocked by
default, with the rest of the cells in the datasheet instance being locked by default, when exported as an
Excel spreadsheet.
Enter Name of the export file and click the Save button.
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The exported Excel file is saved to a predefined location. Double click on the Excel to open.
Open the exported Excel file and update the following fields:
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A warning message is displayed by default if the vendor attends to modify unauthorised fields as shown
below:
To Import the same Excel file into AVEVA Engineering, select the displayed Datasheet list. Click the pull-
down arrow button next to the Excel Import in the Import / Export group of the Manage tab.
Select the Current Datasheet from the submenu and click on the Import option.
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Select the Excel file (P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE.xlsx) and click the Open button to
display the Datasheet Excel Import wizard dialog.
From the Datasheet Excel Import wizard, click the Next button to display the Select Tag page.
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To continue click on the Next button from Select attribute to update page to display the attributes to
import from Excel file to the datasheet. The Datasheet Excel Wizard then scans the Dabacon database and
determines what changes will take place if the import is confirmed
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Only data
with the Accept
checkbox
checked are
imported.
Check the Accept All check box to accept all the required changes or updates.
To continue click on the Next button the import process is completed with Errors. Click on the Finish button
to complete the import process and close the Datasheet Excel Wizard respectively.
The changes are then applied to the database and the import data is displayed in the appropriate list e.g.
Datasheet instance.
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Datasheets Publishing
Datasheets can be published as Excel files saved to a predefined location and PDF versions of the
published datasheets can also be produced.
Datasheets can also be published to AVEVA Net in xlxs file format. To do this, configurations for
publishing datasheets to AVEVA Net must be setup via the AVEVA NET Gateway setup tool.
Before datasheets can be published, a number of configuration options such as Watermark may be
specified if required. This configuration is often setup by system administrator or user(s) with administrative
access rights.
Click on the Admin tab and then select the Configuration icon in the Datasheet group of the Admin tab.
Select the preferred Watermark settings from the Watermark section of the Datasheets Configuration
form. In this example leave the Watermark settings unchanged.
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Click on the Manage tab and select the displayed Datasheet list. Select Current Datasheet from the
PDF Export pull-down list in the Import/Export group of the Manage tab.
Enter Name of the export file and click the Save button.
The exported PDF file is saved to a preferred location. Double click on the PDF to open.
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Print Datasheets
To do this, click on the Project tab and select the Print Datasheet option.
Report -Deliverables
The Reporting tool in AVEVA Engineering allows user (Engineer) can run a quick report e.g. Equipment list,
Line list and as well as any kind of ad hoc report on the data in the list view using pre-defined templates. The
generated report can be previewed and export or print reports in different format such as PDF, HTML etc.
Quick reports - run on the data in the current list using simple pre-defined templates
Reporting Designer - used to create new reports and report templates.
This section will describe with worked examples how to run a report on the data in the current list.
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To run a report which contains the data displayed in the current list, open the List Views in this case Lines
List. Click on the Quick Report icon in the Grid Actions group of the Home tab.
Click on the Look In drop-down to select the template location, in this example select Product as shown
below. Select the desired template (A-4-Portrait) to be used as the basis for the new report as shown:
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Select Open button from the Quick Report form. If any of the default layout is selected you will then be
prompted to confirm if you want the default layout to be applied as shown below:
If the Yes button is selected, the Reporting Tool will automatically place the fields in your Search Results
grid into a system generated table placed directly in your Quick Report and displayed in Preview Tab as
shown below:
The Report includes all data from the current list grid. The Quick Report Designer dialog will allow the user
to export the report to various file types or print the report.
For further details, on Quick Report, Please refer to Reporting User Guide.
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To run a pre-defined report either supplied with the product or created by system administrators, click
Reports in the Reporting group of the Home tab. From the menu that is then displayed, click Run Reports.
The Run Reports form is then displayed. Click on the Look In drop-down to select the template location,
in this example select Project.
Select the desired Report Definition, in this case TAGS - Line List and click the Run button.
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The Run Report form of the Reporting Designer is then displayed, from which the report can be printed
and/or exported.
For further details on Reporting Tool, please refer to Reporting User Guide.
To print the currently displayed list for example Equipment List-Full List view, right-click on the list and
select Print Preview from the menu that is subsequently displayed.
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The Print Preview form is then displayed. Select the Print icon from the Print Preview form to print.
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Datasheet
2. Display the newly created datasheet, enter the following records and issue the datasheet with
appropriate Revision Number.
4. Using Excel export tool, export the datasheet to an Excel worksheet and modify the record listed below
before re-importing the data
Report
5. Open Equipment List and Run a Quick report on the displayed list.
6. Run a report using a pre-defined Report template Equipment List (Checked Version).
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CHAPTER 11
11 Design Reuse
Design Reuse is a tool that simplifies the copying of design data or any database element between projects.
Data base elements can be exported to the local file system and then can be imported by the same tool to a
new project.
The exports objects are stored in the transfer set directory as xml file, scheme file, or data file etc. The export
mechanism creates separate files automatically for each export.
The Design Reuse tool can be accessed from the Admin tab in AVEVA Engineering main toolbar. The
Admin tab is only displayed if the user is a member of the TAGSADMIN team and FREE USER (e.g.
SYSTEM).
Export Tab
Import Tab
Import items
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The Design Reuse Setting tab is used to configure the Transfer Set Local Settings such as the default
Transfer set name prefix.
Export design data (e.g. Engineering list data) from existing AVEVA Engineering project, by selecting the
Admin tab from the main toolbar to display the Design and click on the Design Reuse button.
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From displayed Engineering list, Project Explorer or Database Explorer, select the items to export and then
add the selected items to Design Reuse Export list by clicking on the Add Selected Items to List icon
Selected Items can also be drag and drop to the Design Reuse Export list.
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The Design Reuse Export list is automatically updated with the selected items. Right click on the item and
select appropriate option (Get referred items) from the submenu to upload referred items.
Click on the Export button to export the items to a local file system [Transfer set directory]. Rename the
Transfer Set name if required and click on the OK button.
The Design Reuse Export list is automatically updated with the exported items status. In this case all
selected items exported successfully.
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Importing project Engineering data to new/exiting project, users must ensure that the project contains
appropriate UDAs and UDETs configurations and a suitable MDB definitions must be used for import process.
The example below illustrates the import of Engineering data (Line List) from an existing project to ACE project.
This can be achieved by selecting Import tab from the Design Reuse window.
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Click on the Transfer Set folder and select the desired Transfer Set file (e.g.TransferSet 8) form the list, click
on the OK button:
The Design Reuse Import list is automatically updated with the imported items from the local file system
[Transfer set directory].
Click on the Import button to import the items to the target project (e.g. ACE)
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APPENDIX
APPENDIXAA
Cell feedback colours highlight certain actions which have taken place in the cells of the grid on the
Compare / Update main grid table. These colours can be modified according to preferences, and default
colours can be selected when required.
Right click on any column header to display the grid context menu, and select Settings > Feedback
Colours to display the Feedback colours entries submenu.
Each listed sub menu entry represents actions which can occur for elements present on the Compare /
Update grid. It aids with giving a quick / identifiable result on the state of listed grid items.
Select the Feedback colour sub entry Linked with No Changes Row Colour to display a colour pallet,
from which the default colour for this action can be modified
The default colour which identifies a grid row of a source element which is linked to a target element, and
having no mapped attribute value difference (after a database update) is white.
Select the Green colour from the colour pallet; to change this default colour to ensure that rows of linked
elements which have no changes will be highlighted with the Green colour.
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Each colour pallet includes the button Define Custom Colours >> with
which a pallet with a wider variety of colours can be accessed. This offers the customisation of colours
choices with a greater colour variety than is available on the basic pallet.
All default colours can be reverted back to, by selecting the Reset Default Feedback Colours sub menu
entry.
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Appendix
AppendixBB
The ACE project is configured for Control Object Revisioning. This provides a more sophisticated way to
control attribute data in a multi-discipline working environment. In the following we discuss how attribute control
is handled in a vanilla non COR configured project. In both situations the use of claimed data is considered.
Claiming is standard PDMS functionality to allow data to be temporarily removed from all users whilst one
user works on it. This claim can be explicit where it is an action to claim and then release data or implicit where
just touching and object claims it and by leaving it releases it. The implicit method is the most widely used.
To illustrate how this functionality works in a vanilla project the following describes how this can be
demonstrate using screen shots from another project, not the ACE project.
Like all PDMS based applications attribute control is based on username/password. A project would be
configured to have, for example, users and databases for a process engineers and a piping engineers. In the
first example we consider two process users who have access to the line list.
The first user A opens the Lines list list view from Process Lines category.
The engineer Selects B-56 and update Fluid attribute value from Hydrocarbon to Oil as highlighted:
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Click on the Save Work icon from Quick Access Toolbar to save any changes made to the data.
Process Engineer B opens up the same list; Open Lines list list view from Process Lines category.
He clicks on the GetWork icon from Quick Access Toolbar to refresh data in any opened lists with any
changes that other users, A, may have made to the data since the lists were opened.
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The Fluid attribute cell for B-56 is automatically updated with the value from PROCENG user
(A).The background colours of cells indicated edited cell data.
Then click on Fluid attribute cell and update the value from Oil to Hydrocarbon as highlighted.
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Then press Enter from the Keyboard or click outside the cell. The Value fails to update and unsuccessful
edit feedback colour is displayed. To display the error message, hover the mouse cursor over the data cell
as shown.
The error message is also displayed in the status bar and recorded in the Message Log.
In this example the update failed because the element is already claimed by other user. To update the
element B-56, it needs to be released by the user that has claimed the item in this case PROCENG
Engineer A.
To do this:
Go to the AVEVA Engineering Tags Session run by PROCENG Engineer A. Select the element B-56.
Click Claim Icon in the Records group of the Home tab to display the menu and select Show Claim State
icon.
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The Show Claim State form is window is then displayed showing the claim state of the selected element.
Click the Release option from the Claim icon pull-down list to display the Release Record form.
The Release Records form is then displayed, listing all the attribute groups associated with the selected
elements, and the columns in each attribute group (e.g. Line Process Data).
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Click on the Select checkbox to select the attribute group if it is not selected by default. Click on the OK
button to confirm the record to release.
If a selected element or attribute group has already been claimed by another user, the action will fail.
An error message will be issued explaining why.
Do a Get Work by selecting Get Work icon from the Tags main toolbar. Click on Fluid attribute cell and
update the value from Oil to Hydrocarbon as highlighted:
A second example would be the case where a Piping Engineer updates piping attribute associated with the
line list. In this case the attributes Stress Reason and Date are modified
Save work will save the change in this database but does not automatically make it available to other users.
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The Engineering or Process user sees the existing state of the data.
The Process user now executes a Get Work in his session and the data fields are updated
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