Instrument Engineer User Guide

AVEVA Instrumentation

Instrument Engineer

User Guide

DisclaimerAVEVA Instrumentation provides instrument sizing calculations for estimation purposes only, end users of thesoftware should not rely on the calculations produced by the software for design purposes. End users should seekthe advice of certified equipment suppliers prior to specifying or purchasing equipment.

To the fullest extent permissible at law:

a) AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free from viruses;

b) AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar losses; loss ofanticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of data or information; anyspecial, indirect, consequential or pure economic loss, costs, damages, charges or expenses which may besuffered by the customer, including any loss suffered by the customer resulting from the inaccuracy or invalidity ofany data created by the AVEVA software, irrespective of whether such losses are suffered directly or indirectly, orarise in contract, tort (including negligence) or otherwise;

c) AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with theperformance of the AVEVA software shall be limited to 100% of the licence fees paid in the year in which thecustomer's claim is brought.

In the event of any conflict between the above clauses and the analogous clauses in the software licence underwhich the AVEVA software was purchased, the clauses in the software licence shall take precedence.

CopyrightAll intellectual property rights, including but not limited to, copyright in this manual and the associated software,(including source code, object code, and any data) belongs to or is validly licensed by AVEVA Solutions Limited orits subsidiaries.

All rights are reserved to AVEVA Solutions Limited and its subsidiaries. The information contained in this documentis commercially sensitive, and shall not be copied, reproduced, stored in a retrieval system, or transmitted withoutthe prior written permission of AVEVA Solutions Limited. Where such permission is granted, it expressly requiresthat this Disclaimer and Copyright notice 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 orelectronic form, without the prior written permission of AVEVA Solutions Limited. The user may also not reverseengineer, decompile, copy, or adapt the associated software. Neither the whole, nor part of the product described inthis publication may be incorporated into any third-party software, product, machine, or system without the priorwritten permission of AVEVA Solutions Limited, save as permitted by law. Any such unauthorised action is strictlyprohibited, and may give rise to civil liabilities and criminal prosecution.

The AVEVA products described in this guide are to be installed and operated strictly in accordance with the termsand conditions of the respective licence agreements, and in accordance with the relevant User Documentation.Unauthorised or unlicensed use of the product is strictly prohibited.

Copyright 2000 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

The AVEVA Instrumentation user interface is based on the Microsoft® Office Fluent™ user interface.

TrademarksAVEVA and Tribon are registered trademarks of AVEVA Group plc or its subsidiaries. AVEVA product names aretrademarks or registered trademarks of AVEVA Solutions Limited or its subsidiaries. Unauthorised use oftradema

Fluent i sed from Microsoft Corporation.

The Mic ational intellectual property lawsand is u

AVEVA Kingdom.

AVEVA Solutions Limited

rks belonging to AVEVA Group plc or its subsidiaries is strictly forbidden.

s a trademark of Microsoft Corporation and the Fluent user interface is licen

rosoft Office User Interface is subject to protection under U.S. and internsed by AVEVA Solutions Limited under license from Microsoft.

Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United

Revision Sheet

Date Version Comments / Remarks

March 2012 Copyright added to all pages.

Instrumentation Engineer User Guide

Instrumentation Engineer User Guide

Instrument Engineer User Guide

Contents Page


Instrument EngineerIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1Feature Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:4AVEVA Instrumentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:4Guide Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:4

User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1Instrument Engineer Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1Project Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2Home Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2Data Management Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4Contextual Actions Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4

Working with the Data Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:5Find and Replace Text in a Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:5Advanced Grid Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:5Grid Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:5Using PickLists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:5

Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1

Tag Formats. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1Define a New Tag Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:2

12 Seriesi© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.


Edit a Tag Format. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:3

Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1

Instrument List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1Manually Add a Tag to the Instrument List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:3Copy Data from another Tag or a Catalogue Instrument . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:5

Edit a Tag in the Instrument List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:7Edit Tag Details - Tab Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:10Edit Multiple Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:17Assign Instrument Tags to Loops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:17View/Edit Instrument Datasheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:19Standard Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:20Import Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:20Import Instruments from Intelli-Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:20Import Instrument Data from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:22Import Loop Data from Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:22AVEVA P&ID Instrument Tags Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:23AVEVA Schematic Model Instrument Tag Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:28AVEVA Tags Instrument Tag Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:35

Copy Instruments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:36To Copy a Single Tag (Instrument) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:36Engineer Instrument Copy Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:37

Create Instrument Wiring using Wiring Rules. . . . . . . . . . . . . . . . . . . . . . . . . . 6:40Create Tag Wiring using Wiring Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:40Assign a Junction Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:42

Tag Wiring Check Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:43Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:45

Datasheet Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:50Attachments (External Documents) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:50Attachments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:50

I/O Allocations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:57View the Project I/O List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:57Import I/O Allocation Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:57

Tag Function Catalogue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:63Export and Import the Tag Function Catalogue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:64

Project Voltages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:69

12 Seriesii© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.


Process Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:71Process Data Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:71Edit Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:73Edit Process Data for Multiple Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:74Import Process Data from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:75Process Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:76

View Data by Form Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:77Browse Data By Form Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:77Edit Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:78Edit Data for Multiple Tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:79

Instrument Loads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:81Sizing Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:81Perform Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:83

Loop List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:1Add a Loop to the Loop List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:2Edit a Loop in the Loop List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:4Edit Multiple Loops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:7Assign Tags to Loops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:8Select Existing Tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:9

Copy Existing Loops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:9To Copy a Single Loop. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:10Engineer Copy Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:10

Delete Loops. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:15Create Loop Wiring using Wiring Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:15Create Loop Wiring using Wiring Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:15Select a Field Device Terminal Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:17Assign a Junction Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:18

Loop Wiring Check Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:19AVEVA P&ID Loops Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:20AVEVA P&ID Loop Data Import Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:20Import Loops from AVEVA P&ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:21

AVEVA Schematic Model Loops Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:23AVEVA Schematic Model Loop Data Import Configuration . . . . . . . . . . . . . . . . . . . . . . . . 7:23Import Loops from AVEVA Schematic Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:23

Loop Catalogue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:26Export and Import the Loop Catalogue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:28

12 Seriesiii© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.


Datasheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1View/Edit Instrument Datasheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1Datasheet Data Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:2Convert Process Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:6Copy Tag Data during Data Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:7Datasheet Change Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:9

Datasheets List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:11Add New Datasheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:13Edit Datasheet Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:15Assign Tags To Datasheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:18Assign Tags from the Datasheet Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:18Assign Datasheets to Tags from the Instrument List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:20Batch Assign Multiple Tags to Datasheets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:20

Delete Datasheet Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:22Print Datasheets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:22Datasheet Revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:23Create a Revision. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:23Edit a Revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:24Viewing and Editing Multiple Datasheet Revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:25

Datasheet Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:26View a List of Previous Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:26

Merge Datasheets into a Single Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:27Assign Datasheets to the Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:28Unassign Datasheets from the Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:29Enter Basic Document Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:29Save and Publish the Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:33

Datasheet Publishing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:34Publishing Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:34Publish Datasheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:35

Import Datasheets from Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:36Import Datasheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:36Accept Changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:39

Document List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:40Delete Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:41Publish Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:42Document Revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:42

12 Seriesiv© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.


Datasheet Form Catalogue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:45Introduction to the Catalogue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:45Datasheet Catalogue Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:46Add a New Datasheet Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:47Datasheet Definition Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:50Copy Existing Datasheet Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:51Map Database Fields to Datasheet Cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:51Assign a PickList to a Cell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:55Auto Create Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:55Import Catalogue From Other Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:57Deleting a Datasheet Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:59

Property Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:59Add New Property Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:60Edit Property Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:63Delete Property Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:63Merge Property Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:64Import Property Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:65Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:67

Instrument Catalogue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:1Instrument Catalogue Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:1Add a New Catalogue Instrument. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:2Edit a Catalogue Instrument . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:3Import Catalogue Instruments from another Project . . . . . . . . . . . . . . . . . . . . . 9:3

Exports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:1Export to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:1Export to XPS and PDF Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:1Export Selected Datasheet Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:1Export Datasheets to a Specified Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:1Export Datasheets to Pre-Defined Folders with File Names in a Pre-Defined Format. . . . 10:2

Export to AVEVA NET . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:4AVEVA NET Export Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:5Export Data from Grids. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:6Export Reports and Associated Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:7Export Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:7

Work Packs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:1

12 Seriesv© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.


Change Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:1Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:1Database Revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:1

Report Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13:1

Wiring Rules Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14:1

Instrument Sizing Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A:1

AVEVA NET Export Configuration Files . . . . . . . . . . . . . . . . . . . . . .B:1

12 Seriesvi© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.

Instrument Engineer User GuideIntroduction

1 Introduction

The Instrument Engineer User Guide is designed to help the user learn Instrument Engineerjust a short amount of time. Along the way, the user will learn the basic steps of creatingdetailed project cable and wiring termination data and also learn from hints so you can bereally productive with Instrument Engineer.

The Instrument Engineer User Guide is designed to help users learn how to use theInstrument Engineer module of AVEVA Instrumentation. The User Guide describes how tocreate automated Loop and Termination diagrams from cable and wiring data.

Instrument Engineer manages all tasks typically handled by an Instrument Engineer duringa project life cycle including instrument index data entry and reports; instrument datasheets(specification sheets) including process data import/entry and document management(revision control, batch printing etc.). Instrument Engineer can be used to:

• Manage all project instrumentation data• Generate instrument datasheets or spec sheets automatically from the AVEVA

Instrumentation database in Microsoft Excel format (xls)• Create instrument tags and their wiring data (terminals, junction box allocations,

cables, wire terminations and wire nos) automatically from "wiring rules" directly intoAVEVA Instrumentation Wiring Manager database

• All data from Instrument Engineer (Manufacturer, model number, range, P&ID drawingno., I/O etc.) can be used in loop diagrams generated by AVEVA InstrumentationInstrument Designer.

• Produce reports:

Instrument List (or Instrument Index)Loop ListI/O AllocationsDatasheet ListChanges to Instrument data

For more information refer to Feature Overview.

1.1 Feature OverviewInstrument Engineer provides instrument index data entry, change tracking, instrumentindex type reports and definition of instrument data sheet (specification sheet) layouts andgeneration of data sheets including document management. Instrument Engineer includesthe following features:

Instrument List (Instrument Index)• User definable Instrument List Grid Views (viewable columns, captions, default column

widths, default sort order and data filters).

12 Series1:1© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.


• Add/Edit instruments and maintain instrument list data including DCS/PLC I/Oinformation.

• Catalogue of instrument definitions for use when creating new instruments.• Print, sort and filter list 'on the fly'.• Export Grid Views to Excel.• Import from Excel and from Intelli-Link (the automatic checking of AutoCAD P&ID

drawings against Instrument List).• Attach external documents/files to instrument tags (PDF, Word, Excel, various picture

formats etc.) and view these documents.• Support for several tag formats (e.g 021-FT-800, FT-800, FT-021-800, 21-FC-800-T

etc., all with or without delimiters e.g. '-').• Jump to datasheets directly from the Instrument List or instrument edit form.• Datasheet document numbers can be updated from Datasheet list.• Loop drawing numbers can be updated from Instrument Designer application.• Hook up (installation detail) document numbers can be updated from Instrument

Designer.• Change management: Report all tags added, deleted and renamed. Report detail

changes in each field (e.g. Ex Rating. now: Exi was Exd:, DCS I/O now: AI was: etc.).• Export instrument data to AVEVA NET.

Loop List• Create new loops using the advanced user interface (pick lists, auto tag build, add from

instrument index etc.).• Assign instruments to loops (from instrument list or create new tags on the fly).• Edit instrument data of any instrument assigned to a loop (i.e. access Instrument List

data from Loop).• Define "wiring rules" for each loop tag and generate all field cables, equipment

terminals and wire terminations in Wiring Manager application. Refer to Wiring RulesOverview.

Note: An AVEVA Instrumentation Designer license is required to access Wiring Rules.

• Database fields are automatically transferred to Designer's Drawing List (creates newdrawings, if required, and updates loop number, service etc.).

• Loop Wiring check enables printing and previewing loop wiring without CAD.• Change management: Report all loops added, deleted and renamed. Report detail

changes in each field (e.g. Loop No. now ABC was XYZ).• Export loop data to AVEVA NET.

Datasheets (Specifications)• Assign instruments to datasheets (supports multiple tags per datasheet).• Control printing and updating of datasheets in 'batch' mode.• Document management - control document revisions etc.• Datasheets use Microsoft Excel spreadsheets to define form layout for: Data Entry (if

fields are not updated from Instrument List, Document List or Process Data list).Formatting/printing (user defined format).

• Datasheets are stand-alone documents (Excel spreadsheets) for easy exchange withthird parties.



• Importing and Exporting data from spreadsheets completed by vendor or client etc.,highlight changes, accept and reject etc.

• Fully user definable datasheet design (form layout and cell/database mapping and usertable design).

• Copy datasheet design (form layout/setup etc.) from other AVEVA Instrumentationprojects.

• Tools to copy data from other tags and/or datasheets.• Auto input default Process Units (user definable).• Import/Export Process Data from/to Excel (highlight changes, accept/reject etc.).• View/Edit Process Data in a grid for easier management of process data across

multiple datasheets and tags.• View/Edit all Datasheet data by form type in a grid for easier management of all data

across multiple datasheets and tags.• Change Management: Highlight changes between Issues (revisions) e.g. Pressure

Max now: 2000 kPa.• View previous Issues.• Print datasheets to PDF.• Merge multiple datasheets into single documents for joint publication. Documents are

accessible from Documents grid.• Export datasheet data to AVEVA NET.

Change Management• Report all instruments/datasheets added, deleted and renamed.• Report detail changes in each field (e.g. Model No now XXXX was YYYY).• Log changes for future reporting (e.g. Tag FT-600 changed: Model No. 1234 was 4567

etc.).• Audit Manager enables users to view changes by object type.

Reports

Instrument Engineer supports the following user definable reports:• Instrument List (or Instrument Index), DCS I/O, PLC/ESD I/O etc.• Loop List.• Datasheet List (document list).• Process Data List.• Data by form type (e.g. Report all tag data on all 'Orifice Plates' datasheets).• Tags assigned to data sheets.• Database changes between Revisions.• Reports and associated data can be exported to AVEVA NET.

User Security Rights

An AVEVA Instrumentation administrator can set security rights for users to enable/disableaccess to AVEVA Instrumentation functionality including:

• Access to AVEVA Instrumentation application modules - users can be restricted fromusing any module (license).

• Access to AVEVA Instrumentation objects can be restricted to read-only (e.g. a usercannot add/edit a datasheets) or no access (i.e. the user cannot view an instrumentetc.).



Instrument Engineer objects include project entities such as cables, instruments, datasheetsetc., and catalogues, the importing of data etc.

By default all new projects have the Security Rights features disabled for backwardcompatibility with earlier versions of AVEVA Instrumentation. If security is required it must beturned on using the AVEVA Instrumentation Security Manager. Users must then be allocatedto 'Security Groups' such as Engineers and Designers, Read-Only Users etc. Refer to theAVEVA Instrumentation Security Manager documentation for more information.

1.2 System RequirementsFor the minimum system requirements needed to run AVEVA Instrumentation, refer to theInstallation User Guide.

1.3 AVEVA InstrumentationFor an overview of AVEVA Instrumentation, its features and benefits, refer to the CommonFunctionality User Guide.

1.4 Guide Structure

Introduction a brief description of Instrument Engineer.

User Interface begins by displaying the View tab of Instrument Engineer.

Options describes how to set various Instrument Engineer options andpreferences

Tag Formats describes how each Tag Number in the Instrument List(Instrument Index) is made up from sub fields or componentfields that represent information such as a plant area number,function code.

Areas all objects are based on Plant Areas, once the project is setupthe first task is to add the various plant areas to the projectdatabase.

Instrument List is the main Instrument Index window for adding/editinginstruments in the Index.

Loop List is the main window for adding/editing Loops to your project andto assign instruments.

Datasheets allows the user to view and edit instrument datasheets directlyfrom Datasheet List, Instrument List and Instrument Edit Detailwindow.

Instrument Catalogue a catalogue of user-defined instrument definitions for use whencreating new instruments.

Exports includes facilities to export files of item data and report PDFfiles for import into AVEVA NET.



Work Packs can be created with selected equipment and time scales for aparticular project.

Change Reports has an in-built Audit Manager that enables users to viewdatabase changes made during your project in the databaseaudit log.

Report Manager an in-built Report Manager that enables users to create andmodify reports.

Wiring Rules Overview

uses 'Wiring Rules' to auto generate typical field instrumentwiring/cabling.

Instrument Sizing Calculations

an appendix which covers all instrument sizing calculations.

AVEVA NET Export Configuration Files

explains the configuration required for AVEVA NET Export.




Instrument Engineer User GuideUser Interface

2 User Interface

When Instrument Engineer starts up, the AVEVA Instrument Engineer window is displayedshowing the Home tab.

2.1 Instrument Engineer TabsOn opening, the Engineer module each displays four tabs: Project, Home, DataManagement and View. Once a grid is opened, an optional "Contextual Actions" tab, namedafter that grid and containing commands specific to that grid, is displayed if applicable.

The rest of this section describes those tab options specific to Engineer.

For details of options common to all Instrumentation modules, refer to the CommonFunctionality User Guide.



2.1.1 Project TabThe Project tab includes the following Engineer-specific options:

Setup Sub Menu:

2.1.2 Home TabThe following Engineer-specific options are accessed from the Select option in the Listsand Schedules section:

Edit Process Units Enables users to add and edit Process Units to AVEVAInstrumentation. Refer to Process Units.

Project Voltages Enables users to define the voltages to be used on the projectwhen defining the power supply details of poweredinstruments. Refer to Project Voltages.

Property Definitions Displays the Property Definitions window.

Tag Formats Allows the user to select existing Tag Formats, create a newtag format or edit an exiting tag format.

Tag Function Catalogue

Provides access to the Instrument Tag Catalogue. Refer toTag Function Catalogue.

Loop Catalogue Provide access to the Loop Tag Catalogue. Refer to LoopCatalogue.

Set Datasheet Export File Name / Folders

Enables users to define rules to allow datasheet Excel files tobe automatically renamed when copied out of AVEVAInstrumentation into user defined folders. Refer to ExportSelected Datasheet Files.

Drawings Export to External System Configuration

Allows the user to select where the publishing folder islocated, what executable format is required and fields ofinformation written for each published item. Refer toDatasheet Publishing.

AVEVA P&ID Import Configuration

Displays the AVEVA P&ID Data Import Configurationwindow which allows the user to select the path to the AVEVAP&ID Project file and configure the mapping between theAVEVA P&ID and AVEVA Instrumentation fields. Refer toAVEVA P&ID Tag Data Import Configuration for furtherinformation.

AVEVA Schematic Model Import Configuration

Displays the AVEVA Schematic Model Login window. Referto AVEVA Schematic Model Import Configuration for furtherinformation.

AVEVA Tags Integration Configuration

Displays the AVEVA Engineering Data ImportConfiguration window which allows the user to select anAVEVA Tags project and configure the mapping between theAVEVA Tags and AVEVA Instrumentation fields. Refer toAVEVA Tags Import Configuration for further information.



Under the List heading:

Under the Catalogue heading:

The following Engineer-specific options are accessed from the Fixed Reports option in theReports section:

Instruments Displays the Instrument List which enables definition and editing ofinstrument tags from the Instrument List grid view.

Loops Displays the Loop List, a list of all loops and instruments assigned toeach loop.

Process Data Displays the Process Data List, a list of all process data fields fortags assigned to datasheets.

Datasheets Displays the Datasheets List, which enables creation/editing ofproject datasheets from the Datasheet List grid view.

Browse Data by Form Type

Displays the View Data by Form Type list of instruments by theassociated with a selected datasheet form type, which enablesviewing of multiple datasheet tag data.

Document List Displays the Document List of available documents with all theproperty details.

Instrument Loads

Display the list of Instrument Loads, i.e. instruments which havepower requirements.

Datasheets Displays the Datasheet Catalogue Grid, list of user defineddatasheet form definitions.

Instruments Displays the Instrument Catalogue of user-defined instrumentdefinitions for use when creating new instruments.

I/O List Opens a grid view showing which tags are assigned to which I/Omodules/channels.

Instrument Count Opens a grid view showing the number of each Instrument Type(Description).

Tags Assigned to Loop

Opens a grid view listing the tags assigned to a loop.

DCS New Opens a grid view listing new tags assigned to the DCS system.

DCS New with Signal Type

Opens a grid view listing new tags with signal types assigned tothe DCS system.

DCS Remove Opens a grid view listing tags removed from the DCS system.

PLC/ESD New Opens a grid view listing new tags assigned to the PLC/ESDsystem.

PLC/ESD New with Signal Type

Opens a grid view listing new tags with signal types assigned tothe PLC/ESD system.



2.1.3 Data Management TabThe Data Management tab includes the following Engineer-specific options:

In the AVEVA Integration section:

In the Import section:

2.1.4 View TabAll options on the view tab are common to all AVEVA Instrumentation modules.

2.1.5 Contextual Actions TabThe Contextual Actions tab contains options specific to the grid which is currently beingviewed. If no grid is open, the tab will not be displayed.

The name of the tab will be the name of the current grid.

PLC/ESD Remove Opens a grid view listing tags removed from the PLC/ESDsystem.

Tags Assigned to Datasheets

Opens a grid view listing tags assigned to datasheets.

Tags Not Assigned to Datasheets

Opens a grid view listing tags not assigned to a datasheet.

Publish to AVEVA NET

Used to export data to AVEVA NET. Refer to Export to AVEVANET.

AVEVA P&ID Import Used to import data from AVEVA P&ID. Refer to Import Tagsfrom AVEVA P&ID and Import Loops from AVEVA P&ID

AVEVA Schematic Model Import

Used to import model data from AVEVA Schematic Model. Referto Import Tags from AVEVA Schematic Model and Import Loopsfrom AVEVA Schematic Model.

AVEVA Tags Import Used to imports instrument data from AVEVA Tags. Refer toAVEVA Tags Instrument Tag Import.

AVEVA Instrumentation Intelli-Link

Used to import instruments from AVEVA Instrumentation Intelli-Link. Refer to Import Instruments from Intelli-Link.

From Other Project Used to import instrument catalogue items from another project.Refer to Import Catalogue Instruments from another Project

Attached Documents

Used to import attached documents details from an Excelspreadsheet. Refer to Import Attached Documents Data.

I/O Allocations Used to import I/O Allocations from an Excel spreadsheet. Referto I/O Allocations.



2.2 Working with the Data GridFor a description of the generic functionality of the Data Grid used in all AVEVAInstrumentation applications, refer to the Common Functionality User Guide.

2.3 Find and Replace Text in a GridAny text string within a grid can be found, highlighted and optionally replaced. For adescription of this functionality, refer to the Common Functionality User Guide.

2.4 Advanced Grid FiltersAdvanced (complex) filters can be applied to a grid. For a description of this functionality,refer to the Common Functionality User Guide.

2.5 Grid ManagerThe Grid Manager allows users to define their own sets of data fields (columns), defaultcolumn orders, default sorting and predefined data filters for most grids. For a description ofthis functionality, refer to the Common Functionality User Guide.

2.6 Using PickListsMany grid cells, datasheet cells and window fields can be, or must be, completed byselecting from lists of values. These “Pick Lists” can be edited if required. For a descriptionof this functionality, refer to the Common Functionality User Guide.




Instrument Engineer User GuideOptions

3 Options

The Options window allows the user to set the text/combo field label captions on the Newand Edit Tag windows and on the Datasheet Revision window, and to set other optionsrelated to datasheets.

To open the Options window select Options from the Project tab.

By default the Instruments tab grid is inactive and the Field Name captions cannot beamended. To activate the fields check the Use Gridview Captions for Instrument Editdialog box. The user can now amend any of the Caption column fields.

Note: The user can revert back to the default settings by un-checking the Use GridviewCaptions for Instrument Edit dialog box.

To set the Datasheet Revision history preferences click the Datasheets tab.



On the Datasheets tab, the user can set the number of revisions that appear in the historylist and change the default Field Name captions.

To change a Field Name caption, enter the required text in the Caption field and check theUse box. If no text is entered into the Caption text fields and the Use checkbox is checked,the default name shown in the Field Name column will be used.

If the Use checkbox is left un-checked, the default Field Name and any text in the Captionfield with be ignored.

The properties of each datasheet include an "of" value. For example, a datasheet may besheet 1 of 2. If this value (e.g. "2") is to be calculated either by simply totalling the number ofsheets with the same datasheet number, the Use 1st sheet No. as starting value for sumshould be unchecked.

If the first sheet number (i.e. the lowest) is to be used as the basis for this calculation, thischeckbox should be checked. In other words, when the lowest number is more than one,then the sheets with lower numbers that are implied to exist are taken into account.

If this setting is changed, a message will be displayed when preferences are saved askingwhether or not sheet numbers for existing datasheets should be recalculated. If No isclicked, the change will only be applied to datasheets subsequently created or updated.

If when an instrument tag is assigned to datasheet, the Requisition Number of the datasheetis to overwrite that of the instrument, check the Overwrite Tag Requisition Numbercheckbox (the default setting). Otherwise uncheck the checkbox.

If the checkbox is checked, if the datasheet is deleted or the instrument tag is unassignedfrom it, the Requisition Number is deleted from the instrument tag details.



To save any changes made to the Instruments or Datasheets tabs and close thePreferences window, click Save. Click Cancel to close the Preferences window withoutany changes.




Instrument Engineer User GuideTag Formats

4 Tag Formats

In Instrument Engineer, Tag Numbers (including Loop Numbers) are constructed from theattributes of instruments. For example, a Tag Number may be the concatenation of therelevant plant area number and its function code, suffixed or prefixed with a sequentialnumber. Instrument Engineer is supplied with multiple Tag Formats, which can be edited.New Tag Formats can also be defined.

Examples of different Tag Formats for a flow transmitter:

A Tag Format must be selected for each AVEVA Instrumentation project to define howinstrument tag numbers are formatted. The project Tag Format is set during projectdatabase creation but can be changed at any time either by selecting from a list ofpredefined tag formats supplied with AVEVA Instrumentation, by selecting a user-definedTag Format created by using the Instrument Engineer Tag Format feature.

To change a Tag Format click Setup > Tag Formats in the Project tab to display the Selecta Tag Format for the Project window.

To select a Tag Format, first select either Instrument or Loop as required from the pull-down in the toolbar then select the format and click Select.

FT-600 Typical ISA style tag format.

33-FT-600 Typical ISA style tag format where Tag is prefixed with its plant areanumber (33 , separated by delimiters (dashes).

33FT600 Typical ISA style with area number but no delimiters.



Note: When a different Tag Format is selected, you are given the option to update anyexisting Tag Numbers from the old (current) tag format to the new tag format.

There are two commands on the toolbar:

4.1 Define a New Tag FormatTo define a new tag format, click New on the Select a Tag Format for the Project windowto display the Tag Format Editor window.

The user must enter a unique Name. The user also has the option to add a Description andRemarks.

The format of the Tag is defined by selecting a value from each of the six drop-down menus.Six values plus a blank are available for each drop-down menu. The user can use as manyof the values as they require in whichever format is required.

Note: The same value cannot be used in more than one field.

Note: A blank value should be selected in the fields that are not required.

Between each of the fields a delimiter can be selected from a drop-down menu.

Note: Where no delimiter is required between fields, that delimiter field must be left blank.

In the example below the user has defined a typical tag format using all the fields with adifferent delimiter between each field.

New Enables a new, user-defined Tag Format to be created in the Tag FormatEditor window.

Edit Enables the selected Tag Format to be edited in the Tag Format Editorwindow.



Below each of the six format fields are six Value List fields which only become active if theformat field above the Value List field contains the value {Prefix}, {TagPart} or {Suffix}. Theuser can select a value from the drop-down menu or leave it blank. Entering a valuepresents the user with a drop-down list of values to select from when they are adding a newtag, refer to Manually Add a Tag to the Instrument List or editing an existing tag, refer to Edita Tag in the Instrument List.

Checking the Editable box under the value list field allows the user to add a value to the fieldwhen adding or editing a Tag as well as selecting from a drop-down list. Leaving the box un-checked only allows the user to select from a drop-down list when adding or editing a Tag.

4.2 Edit a Tag FormatTo edit a tag format, select the tag format to edit from the list in the Select a Tag Format forthe Project window, and then click Edit to display the Tag Format Editor window. Make therequired changes and click Save.




Instrument Engineer User GuideAreas

5 Areas

All Engineering items in AVEVA Instrumentation must be assigned to a Plant Area. The firsttask once the project is setup (refer to the Installation User Guide for further information onproject setup), is to add areas to the project database.

For a description of this functionality, refer to the Common Functionality User Guide.


Instrument Engineer User GuideAreas


Instrument Engineer User GuideInstrument List

6 Instrument List

The Instruments List is the main Instrument Index window for adding/editing instruments inEngineer's Instrument Index. By default all instruments for your project are shown in theInstrument List grid. The viewable columns, their captions, column size and order are userdefinable using the Grid Manager utility.

Instrument Engineer allows Instruments to be created without assigning them to a loop. Forexample pressure gauges, relief valves etc.

A catalogue of common instrument definitions may be created for use when creatinginstruments with common attributes.

Instruments may also be created from the Loop List window. The Loop List window is alsoused to assign existing instruments from the Instrument List to any loop.

Access the Instrument List

To open the Instrument List, click Select in the Grids and Schedules section of the Hometab.

Select Instruments under the Lists heading from the list of grids that is then displayed. TheInstrument List grid is then displayed:

Note: Some instruments in the above example have no Loop information as these are notassigned to a loop at this time.

Refer to Working with the Data Grid for information on the grid controls including selectingan instrument record, and sorting and filtering the grid data.

To edit data the user can either double-click on an instrument record, or select it and clickEdit on the Home tab. The user can also edit most column data directly in the Grid itself by



selecting the cell and entering a new value, selecting a value from a Pick list etc. Columnswith a yellow coloured background cannot be edited directly in the grid.

Special Instrument List Grid Features

Some cells within the grid will show a small button in the right side of the cell when themouse cursor hovers over it indicating that you can access additional information related tothe cell's instrument and cell name. These cells are:

Loop No: Selecting the Loop No cell button will allow viewing/editing of the Loop data byopening the Edit a Loop in the Loop List window. If no loop is assigned the user can assigna loop to the instrument from the Project Loop List in the Assign Loop window. Refer toAssign Instrument Tags to Loops.

Datasheet No: Selecting the Datasheet No cell button will allow viewing/editing of thedatasheet assigned to the instrument. If a datasheet is not assigned you may assign the tagto a new or existing data sheet (if using multiple tags to a datasheet and 'spare' positions areavailable) based on datasheets currently created in the Project Datasheets List.

Attachments: Selecting the Attachments cell button displays the Attached Documentswindow which allows the user to attach external documents/files to instrument tags.

Grid PickLists

Some Instrument List grid cells contain picklists (e.g. Area No, Location, Project Status,Description, Manufacturer, I/O Type etc.). The value list in each picklist are generally loadedfrom both the PickList library AND any value that exists in the picklist's field. Thereforemanually adding a value into the picklist will add that new value to the picklist for future use.

Note: A picklist may be set so that grid cells must be completed with the values in it, i.e.other values may not be manually entered.

Note: Any value manually added directly into a grid picklist does not get added to thepicklist's value list until the Refresh toolbar command is used or the grid is re-loaded(e.g. Instrument Engineer is re-started).

Refer to Using PickLists for further information on editing picklists.

Instrument List Contextual Action Options

The following options are located on the Contextual Actions - Instruments tab:

Records Section

Refresh

These common options are also located on the Home tab.Refer to the Common Functionality User Guide for details.

New

Edit

Delete

Actions Section

Show Un-Wired This checkbox is used to filter the grid so that only unwiredinstruments are listed. Uncheck the checkbox to remove thefilter.



Adding New Tags to the Instrument List

Instruments can also added to the Instrument List by Import Instrument Data from Excel orfrom P&IDs (after using the Intelli-Link facility Import Instruments from Intelli-Link, AVEVAP&ID Tag Data Import Configuration and Import Tags from AVEVA P&ID) and by copying aLoop from the Loop List (copying a Loop also copies all the loop's assigned instruments).

Deleting Instruments

When Instruments are deleted Instrument Engineer checks if the instrument has wiring (inWiring Manager application) and if it is assigned to a Datasheet. If either of these are truethen AVEVA Instrumentation prompts if the loop wiring (and associated terminations) shouldbe deleted too and/or if the datasheet should be deleted as appropriate.

6.1 Manually Add a Tag to the Instrument ListTo manually add a new instrument tag to a project, with the Instrument List open click Newin the Records section of the Home tab to display the Add New Tag window:

Sizing Calculation Used to perform sizing calculations for the selected instrument.Refer to Sizing Calculations for details.

Attached Documents Section

Open for Selected Opens a list of the documents attached to the selectedinstrument.

Attach Document Enables the selected instrument to be linked to an externaldocument (e.g. Vendor Data PDF, Calibration Sheet WordDocument etc.).

Refer to Attachments (External Documents) for more information on these two options.



Note: The fields directly below Tag No may vary depending on your project's chosen TagFormats. The Tag No. field is always automatically updated from these fields basedon the tag format and values entered.

Data is entered into each Tag component field by selecting from a drop-down list. If whenthe tag format was created, the value for the Prefix:, Tagpart: and Suffix: fields was checkedas editable then a value can be typed into these fields. Refer to Tag Formats for moreinformation.

The user can change the description for each of the text boxes, for example Tag No: can bechanged to read Tag Number:

For more information refer to Options.



AVEVA Instrumentation builds the Tag No directly from the data entered into the Prefix:,Function:, Plant Area:, Number:, Tagpart: and Suffix: fields based on the current project TagFormat.

If Tag Catalogue Mode is enabled, a list of functions is available to complete the Functioncomponent of the Tag No, from which the function must be selected. Refer to Tag FunctionCatalogue for details of the Tag Catalogue.

General Information about Fields

Loop Order is used to sort instrument within a loop. It has no other purpose.

Loop Number and Loop Service are not editable fields. These fields are populated by datafrom the loop to which the instruments is assigned, if applicable, refer to Assign InstrumentTags to Loops.

Data on several of the fields in this window can be shared with a datasheet defined in theDatasheet Catalogue for your project.

Wiring Configuration on the Detail tab is used to assign a wiring rule to the instrument. Referto Create Instrument Wiring using Wiring Rules. The name is used to auto generate theinstrument termination arrangement including terminal details, cable type, connectionarrangement and wire ferrule numbers etc. Typically this choice is made by the personresponsible for detail wiring design. It can also be edited from the Designer application.Adding a Wiring Configuration enables AVEVA Instrumentation to create the field device andterminals in Wiring Manager.

PickLists (pull downs) can be updated with new values to choose from by selecting thebutton to the right of most pull down options. Exceptions are: Area (based on project Areasdefined), Description (based on the ISA Tag Catalogue and any previous value entered forDescription), Wiring Configurations (based of project Wiring Rules).

The Project Status, Location and Description PickLists are created from all previouslyentered values for each respective field in your current project combined with alldescriptions entered in the PickList Manager (for Project Status and Location) or ISA TagCatalogue (for Description) for your project.

Data is grouped logically by Tabs. The tabs in the window enable the following information tobe added, viewed and edited:

For details of each tab refer to Edit Tag Details - Tab Details.

6.1.1 Copy Data from another Tag or a Catalogue InstrumentThe information in the tabs can be populated by copying the information from another tagand from a catalogue instrument.

General Information

Detail Design information related to Detail design

Datasheet Information related to the Datasheet (if any)

DCS System Information related to the DCS I/O

PLC/ESD System Information related to the PLC or ESD (Emergency Shutdown) I/O

User User Defined Fields

Alarms/Settings Information related to Alarms, Set Points etc.



To copy from another tag, click Copy Data. The Copying data to window is displayed.

Using the drop-down list Select a Tag to Copy from: select the appropriate tag. Theinformation from the selected tag will be displayed in the Proposed Value Column. If theproposed value matches the existing value it will be displayed in black, otherwise it will bedisplayed in red. The user can choose which values to copy by checking the boxes in theAccept column. Checking the Accept All box checks all the boxes in the Accept column.Click Save to accept the selected proposed values.

To copy from a catalogue instrument, click Copy From Catalogue. The Copying data towindow is then displayed. This works in the same way as the Copying data to windowaccessed from the Copy Data window. Pick the catalogue instrument to copy from theSelect a Catalogue Instrument to Copy from list.

For information on creating, editing and viewing catalogue instruments, refer to InstrumentCatalogue.



Copied data may subsequently be amended as required.

6.2 Edit a Tag in the Instrument ListTo edit an instrument tag, highlight the tag in the Instrument List and click Edit in theRecords section of the Home tab, or double-click on the tag.

The Edit window is then displayed.



Note: The fields directly below Tag No may vary depending on your project's chosen TagFormats. The Tag No. field is always automatically updated from these fields basedon the tag format and values entered.

Note: The Last Edit field displays the date and time when the instrument data was lastedited. The user name of the individual that performed the edit is displayed in a tool-tip when the mouse cursor is hovered over the field. Click the button in the field todisplay the Audit Manager, which will display a list of all the changes to theinstrument data.

Data is entered into each Tag component field by selecting from a drop-down list. If whenthe tag format was created, the value for the Prefix:, Tagpart: and Suffix: fields was checkedas editable then a value can be typed into these fields. Refer to Tag Formats for moreinformation.

The user can change the description for each of the text boxes, for example Tag No: can bechanged to read Tag Number:.



For more information refer to Options.

Changing a Tag Number

AVEVA Instrumentation builds the Tag No directly from the data entered into the Prefix:,Function:, Plant Area:, Number:, Tagpart: and Suffix: fields based on the current project TagFormat.

If Tag Catalogue Mode is enabled, a list of functions is available to complete the Functioncomponent of the Tag No, from which the function must be selected. Refer to Tag FunctionCatalogue for details of the Tag Catalogue.

General Information about Fields

Loop Order is used to sort instrument within a loop. It has no other purpose.

Loop Number and Loop Service are not editable fields. The fields are populated by datafrom the loop to which the instrument is assigned, if applicable, refer to Assign InstrumentTags to Loops.

Data on several of the fields in this window can be shared with a datasheet defined in theDatasheet Catalogue for your project.

Wiring Configuration on the Detail tab is used to assign a wiring rule to the instrument. Referto Create Instrument Wiring using Wiring Rules. The name is used to auto generate theinstrument termination arrangement including terminal details, cable type, connectionarrangement and wire ferrule numbers, etc. Typically this choice is made by the personresponsible for detail wiring design. It can also be edited from the Designer application.Adding a Wiring Config enables AVEVA Instrumentation to create the field device andterminals in Wiring Manager.

PickLists (pull downs) can be updated with new values to choose from by selecting thebutton to the right of most pull down options. Exceptions are: Area (based on project Areasdefined), Description (based on the ISA Tag Catalogue and any previous value entered forDescription), Wiring Configurations (based of project Wiring Rules).

The Project Status, Location and Description PickLists are created from all previouslyentered values for each respective field in your current project combined with alldescriptions entered in the Picklist Manager (for Project Status and Location) or ISA TagCatalogue for your project.

Data is grouped logically by Tabs. The tabs in the window enable the following information tobe added, viewed and edited:

General Information

Detail Design information related to Detail design

Datasheet Information related to the Datasheet (if any)



For details of each tab refer to Edit Tag Details - Tab Details.

The information in the tabs can be populated by copying the information from another tag.Clicking Copy Data displays the Copy data to window.

Using the drop-down list Select a Tag to Copy from: select the appropriate tag. Theinformation from the selected tag will be displayed in the Proposed Value Column. If theproposed value matches the existing value it will be displayed in black, otherwise it will bedisplayed in red. The user can choose which values to copy by checking the boxes in theAccept column. Checking the Accept All box checks all the boxes in the Accept column.Click Save to accept the selected proposed values.

6.3 Edit Tag Details - Tab DetailsPickLists (pull downs) can be updated with new values to choose from by clicking the arrowto the right of most pull down options.

Note: The option fields allow selection from user defined Picklists and manual data entry.

DCS System Information related to the DCS I/O

PLC/ESD System Information related to the PLC or ESD (Emergency Shutdown) I/O

User User Defined Fields

Alarms/Settings Information related to Alarms, Set Points etc.



General

The General tab is used to enter typical common data for most instruments on your project.

The values available from the Instrument Range and Calibration Range, Units drop-downlists are dependant on the Function type entered on the main window. For exampleselecting Function AE displays the following values via the Units drop-down list:

whereas selecting Function TT displays the following values:



Detail

The Detail tab is used for more detailed design data and includes data typically required forwiring and installation information.

The Wiring Config PickList is used to assign a Wiring Rule to the instrument. The name isused to auto generate the instrument termination arrangement including terminal details,cable type, connection arrangement and wire ferrule numbers etc. Typically this choice ismade by the person responsible for detail wiring design. It can also be edited from theDesigner and Wiring Manager applications.

The Junction Box in-cell command button displays an Assign window which allows theuser to assign the current instrument to a Junction Box.

Click Create Tag Wiring to display the Create Tag Wiring for window. Refer to Create TagWiring using Wiring Rules for further information.

Clicking Tag Wiring Check displays a report showing wiring connectivity for the current tag.



The Hookup Config in-cell command button enables assignment of the current instrument toa Hookup type. The pop-up list is populated from a list of Hookup templates created inDesigner.

Datasheet

The Operating Principle PickList is used to pre-assign an instrument to a data sheet formtype.

The Sizing Calculation button is used to display windows used to perform sizing calculationsfor the instrument. If no sizing calculations have been performed for the instrument, thebutton will display a list of sizing calculation types to select from.

If a sizing calculation or calculations have been performed, the last type of calculationperformed is displayed under the button. The button will open the window used to performthat calculation.

To select a different calculation to perform, double-click on the calculation type name underthe button. The list of calculation types is then displayed.

For more details, refer to Sizing Calculations.

The button Datasheet No. command button allows direct access to the datasheet (if itexists). If the tag is not yet assigned to a datasheet the user is allowed to assign the currenttag to an existing datasheet using the Add Datasheet for window. Refer to DatasheetAssignment (if the project utilises multiple tags per data sheet) or you can create a newdatasheet 'on the fly'.



DCS System

The DCS System tab is used to assign DCS I/O information for the current tag (if the currenttag will be connected to the DCS System).

The bottom 12 field captions are user definable. To change captions use the Preferenceswindow, accessed from the Application menu.

Important: The DCS I/O Type must contain a non-blank value for the current tag to beassigned to an I/O Module in Wiring Manager and to allow wiring to becompleted to the I/O terminals.

PLC/ESD System

The PLC/ESD System tab is used to assign PLC or ESD (Emergency/Safety Shutdown) I/Oinformation for the current tag (if the current tag will be connected to the PLC or ESDSystem).

The bottom 12 field captions are user definable. To change captions use the Preferenceswindow, accessed from the Application menu.



Important: The PLC I/O Type must contain a non-blank value for the current tag to beassigned to an I/O Module in Wiring Manager to allow wiring to be completed tothe I/O terminals.

User

Instrument Engineer has twenty-four user defined fields (UserField1 to UserField24). TheUser section shows sixteen of these user fields (the others can be added to any grid view).

All user field captions are user definable. To change captions use the Preferences window,accessed from the Application menu.

Alarms/Settings

Use this tab to enter Alarm and Settings data required for the instrument.



Properties

Use this tab to enter additional instrument and process data properties as required. Click onthe appropriate Select Properties Type option and enter or edit values as required.

Power Supply

Used to enter details of any power supply requirements for the instrument. If appropriate,check the Requires Power Supply checkbox and enter the details in the fields provided.

Note: The voltages used when defining the power supply details must be selected from apre-defined list of project voltages. Refer to Project Voltages for details.

If the instrument data is to be shared with AVEVA Electrical, click Share with Electrical.

Note: Unless sharing with AVEVA Electrical is enabled for the project the checkbox will bedisabled. Sharing with AVEVA Electrical may be enabled during project setup, orafterwards (using the Project tab > Edit Project option). Refer to the InstallationUser Guide for details.



6.4 Edit Multiple TagsInstrument Engineer allows editing of data for multiple instruments tags and catalogueinstruments.

To edit multiple records in your project, select multiple records in the Instrument List orInstrument Catalogue then, click Edit in the Records section of the Home tab. The MultiField Edit (Bulk Edit) window is displayed.

Actions required to Edit multiple tags:• Check the Select checkbox for all columns you want to edit.• Enter the new value required in the 'Value' column

(repeat for all columns you want to update).• Click Save to save the data to all selected tags.

Note: The 'Copy first record's Data' option will copy the data from the first record selectedin the Grid View into the window ready for editing. The data is not actually copied tothe selected tags unless the 'Select' checkbox is selected and you click the Savecommand button.

Note: The columns in this window are the same as the columns in the current Grid view asdefined by the Grid Manager.

6.5 Assign Instrument Tags to LoopsInstrument Tags can be assigned to loops from the Instrument List.



Note: It is not mandatory for each tag to be assigned to loops. For example field pressuregauges and pressure relief valves are not normally members of a control loop. Theyare stand-alone instruments.

Hover the mouse over the Loop No cell in the instrument and a cell command buttonappears as shown below:

Click on the Loop No cell command button for any tag not currently assigned to a loop todisplay the Assign Tag to Loop window.



The Assign Tag to Loop window shows all loops already defined in AVEVA Instrumentationfor the current project. The list by default is filtered by the current instrument’s Plant Areanumber.

The 'Match Number' checkbox filters the list of loops by the Tag No. 'number' field. In theexample above selecting 'Match Number' would limit the list of loops to only thosecontaining '510' if the current instrument was numbered '510'.

To Assign the Current Instrument to an Existing Loop

Double-click on the desired loop number in the list of loops, or select a Loop and click theAssign command button.

Assign the Current Instrument to a New Loop

Click the New Loop command button to display the Add New Loop window, refer to Add aLoop to the Loop List. Enter the loop details in the window and save the new loop.

AVEVA Instrumentation will return to the Assign Tag to Loop in which the new loop will nowbe listed. The user can then assign the current instrument to the new loop.

Unassign an Instrument from a Loop

If an instrument is assigned to a loop then in the Instrument List selecting the tag's Loop Nocell command button displays the Loop Edit window, refer to Edit a Loop in the Loop List. Tounassign the tag select the instrument tag in the list of instruments and press <Delete> key.The instrument is not deleted, it just unassigns the selected tag from the loop.

6.6 View/Edit Instrument DatasheetsEngineer allows you to view and edit instrument datasheets directly from the followingplaces:

From the Datasheets List, double-click on the Datasheet record.

From the Instrument List or Instrument Catalogue grid, click on the Datasheet No cellcommand button as shown below:

On the Edit window, on the Datasheet tab, refer to Edit a Tag in the Instrument List, click theDatasheet No cell command button.



The datasheet is then shown by the AVEVA Instrumentation Datasheets viewer. Refer to theDatasheet Data Entry to see an example.

Note: If the instrument tag or catalogue instrument is not currently assigned to a datasheetthen Instrument Engineer will ask if you wish to assign it. Refer to Assign InstrumentTags to Loops to find out how you can assign a tag to a datasheet from Engineer.

6.7 Standard ReportsInstrument Engineer has some useful reports that are accessible from the Reports tab.

These reports always come up in a preview window allowing for viewing. If you require hardcopy select the Print command in the Report window.

6.8 Import Data

6.8.1 Import Instruments from Intelli-LinkEngineer allows users to import data into the Instrument List from the AVEVAInstrumentation Intelli-Link application. Intelli-Link P&ID is used to scan P&ID drawingscreated in AutoCAD and reads instrument tags into the Intelli-Link data tables stored in theAVEVA Instrumentation project database.

Instrument List Generates a report of all instruments in the Main Instrument ListWindow

I/O Lists Generates a reports showing an I/O type count by DCS and PLC/ESD Systems

Tags Yet to BeAssigned

Generates a report showing all tags yet to be assigned to a loop

Loop List Generates a report of all loops in the Loop List



Once an Intelli-Link has been set up in your project and the project P&IDs have beenscanned, Engineer imports and/or checks the instrument tags in the P&IDs with theInstrument List tags. The import process always shows the differences between import data(i.e. Tag data on the P&IDs) and the current Instrument List data. To import/change thecurrent Instrument List data a user must 'accept' the proposed change before AVEVAInstrumentation imports the change (or new instrument tag, if the P&ID tag is new).

To Import Intelli-Link Tag Data

Open the Instruments List grid.

In the AVEVA Integration section of the Data Management tab, click AVEVAInstrumentation Intelli-Link.

AVEVA Instrumentation will display an Import Options window from which you may chooseto import reports one by one or in a batch.

The batch option processes all records together then displays a differences report allowingyou to accept or reject each change. The one by one option displays a differences report foreach tag record one at a time.

Unlike Engineer's Excel Import the data fields to import are pre-defined, so you do not 'map'data to be imported.

If you are testing your data we recommend selecting the Process each Record... one byone option.

Once an option is selected, click Import.

AVEVA Instrumentation will go ahead and process the data and show any differences in awindow:



Note: To minimise the possibility that data currently being worked on by another user maybe affected by an import, a list of the users working on the current project is availablefrom the UserCount link. The number of current users is displayed next to the link.This total includes the user performing the import.

The Import Differences window shows the differences between current AVEVAInstrumentation Instrument List data and the proposed (Intelli-Link) data for a single tagrecord (One by one option above).

To accept the changes either, select individual field data by clicking the Accept checkbox foreach, or select the Accept All checkbox at the top of this window (all individual records willbe auto-selected).

To save the checked (accepted) data to the Instrument List, click Save.

AVEVA Instrumentation will then proceed to the next tag record to be Imported.

To cancel the import for the current tag record, click Close.

AVEVA Instrumentation will then proceed to the next tag record to be Imported.

Note: To cancel ALL further importing click Stop Import.

6.8.2 Import Instrument Data from ExcelInstrument Engineer allows users to import instrument data into the AVEVA Instrumentationproject database from a Microsoft Excel Workbook.


6.8.3 Import Loop Data from ExcelEngineer allows users to import instrument data and loop data into the AVEVAInstrumentation project database from a Microsoft Excel Workbook. The two stage importfirst imports Loops then assigns instruments to loops defined in the Excel workbook beingimported.




6.8.4 AVEVA P&ID Instrument Tags Import

AVEVA P&ID Tag Data Import Configuration

Before the user can import data from AVEVA P&ID, they must set the mapping values. Toset the mapping values between AVEVA P&ID and AVEVA Instrumentation, click Setup >AVEVA P&ID Import on the Project tab to display the AVEVA P&ID Data ImportConfiguration window.


Both the AVEVA P&ID and the AVEVA Instrumentation mapping fields will be empty until theuser selects a project file. To select a project file, click the browse button to the right of theAVEVA P&ID Project file text field. A browser window will open allowing the user tonavigate to the required project file. After the project file is selected the AVEVA P&ID DataImport Configuration window will refresh to display the default mapping.



If the user changes the AVEVA P&ID Project file setting, a warning message window willbe displayed informing the user that changing project files may corrupt the data.

Click Yes to accept the change of project or No to cancel.

The Elements Types field on the AVEVA P&ID Data Import Configuration window allowsthe user to filter the data displayed in the grid view between Instrument and Loop byselecting from the drop-down menu. The mapping data for Instrument is imported into theInstrument List. The mapping data for Loop is imported into the Loop List.

To map a field click on the drop-down list in the AVEVA Instrumentation Field column andselect a value from the list.



Some of the fields in the AVEVA Instrumentation Field column are mandatory. If any ofthese fields are not populated with a value and the user clicks Save, the user will promptedwith a message asking them to configure the mandatory field.

The user must click OK to return to the AVEVA P&ID Data Import Configuration windowand configure the mandatory field(s).

To save the changes made to the mapping fields click Save. To cancel the changes made tothe mapping fields click Cancel.

If the AVEVA P&ID Project is changed after data has been loaded, the Schematic Modelitem unique id's stored in AVEVA Instrumentation will potentially be invalid. An additionalcheckbox, Remove all the links for items previously imported from this project isdisplayed on the AVEVA P&ID Data Import Configuration window.

Checking this checkbox removes all the unique id's allowing a subsequent import to correctthe tag list in line with the new project.

Import Tags from AVEVA P&ID

To import tags from AVEVA P&ID, select AVEVA P&ID Import from the AVEVA Integrationsection of the Data Management tab to display the Import from AVEVA P&ID window.



The Import from AVEVA P&ID window displays new and existing tags with the option toimport all the tags in a batch or individually. If the amount of tags in AVEVA P&ID hasreduced, the Import from AVEVA P&ID window displays this and the Process deletedtags button becomes active. The user can click Process deleted tags to delete the tagsfrom Instrumentation.

To import the tags individually click Process one by one to display the Import Differenceswindow. The grid view will display the first tag to import.

Note: If the user is working under a Workpack a message window will be displayed.

The user can now select individual tags to import by clicking their relevant checkboxes orchoose all the tags by clicking Select all.

The user must click Save to import the selected tag. After processing the tag the grid viewwill refresh to display the next tag, which allows the user to repeat the process. The userhas the option to click Cancel without making a selection which will refresh the grid view todisplay the next tag. When the user has finished importing the Tags the Import Log windowis displayed.

To batch import the tags click Batch process all to display the Import Differences window.The grid view will display all the tags to import.





Click Save to start the import process. When the import has been completed, the ImportLog window will be displayed.

Clicking Find displays the Find window, which allows the user to select items with variousfiltering options.

Print opens a Print Preview window allowing the user print the grid view.

To cancel the import click Stop Import.

The Import Log then shows the user the import status and displays the successfullyimported files in the grid view.



Export To Excel opens a window allowing the user to name the Excel file and save the fileto a chosen location.

Print opens a Print Preview window allowing the user print the log.

Clicking Close closes the Import Log window and returns the user back to the grid view.

The options available on the Import Differences window are common to either selection.

6.8.5 AVEVA Schematic Model Instrument Tag Import

AVEVA Schematic Model Import Configuration

Before the user can import data from AVEVA Schematic Model, they must set the mappingvalues. To set the mapping values between AVEVA Schematic Model and AVEVAInstrumentation, select Setup > AVEVA Schematic Model Import from the applicationmenu to display the AVEVA Schematic Model Login window.

The user must populated all the text fields, Project, Username, Password and ProjectMBD. Click OK to display the AVEVA Schematic Model Data Import window or Cancel toterminate the process.




The AVEVA Schematic Model Version field allows the user to chose which version of thesoftware to import from by selecting from a drop-down menu which list all the softwareversions currently installed on the user's workstation.

The Elements Types field allows the user to filter the data displayed in the grid view byselecting an option from the drop-down menu. The mapping data for Offline Instrument,Inline Instrument, Actuator and Instrument Valve are imported into the Instrument List.The mapping data for Loops is imported into the Loop List.

To map a field click on the drop-down list in the AVEVA Instrumentation Field column andselect a value from the list.



Some of the fields in the AVEVA Instrumentation Field column are mandatory. If any ofthese fields are not populated with a value and the user clicks Save, the user will promptedwith a message asking them to configure the mandatory field.

The user must click OK to return to the AVEVA Schematic Model Data ImportConfiguration window and configure the mandatory field(s).

To save the changes made to the mapping fields click Save. To cancel the changes made tothe mapping fields click Cancel.

Import Tags from AVEVA Schematic Model

To import tags from AVEVA Schematic Model, select Imports > Import from AVEVASchematic Model from the Tools tab to display the AVEVA Schematic Model Loginwindow.

If data has previously been imported into the project from AVEVA P&ID, a message isdisplayed warning the user that because of this no data can be import from AVEVASchematic Model.

Clicking OK will terminate the process.



If no data has previously been imported into the project, a message is displayed warning theuser that, after importing data from AVEVA Schematic Model the user will be prevented fromimporting data from AVEVA P&ID.

If the user clicks No a message window is displayed informing the user that the import hasbeen terminated.

Click OK to return to the Instruments grid view.

If the user clicks Yes the AVEVA Schematic Model Login window is displayed.

The user must populated all the text fields, Project, Username, Password and ProjectMBD. Click OK to display the Import from AVEVA Schematic Model window or Cancel toterminate the process.

Note: If the Field mapping have not been set the AVEVA Schematic Model Data ImportConfiguration window is displayed. The user must set the Field mappings and clickSave, refer to AVEVA Schematic Model Import Configuration for further information.If the user clicks Cancel, a message window is displayed informing the user that theimport cannot continue without the Field mappings being set.



The Import from AVEVA Schematic Model window displays new and existing tags with theoption to import all the tags in a batch or individually. If the amount of tags in AVEVASchematic Model has reduced, the Import from AVEVA P&ID window displays this and theProcess deleted tags button becomes active. The user can click Process deleted tags todelete the tags from Instrumentation.

To import the tags individually click Process one by one to display the Import Differenceswindow. The grid view will display the first tag to import.





The user must click Save to import the selected tag. After processing the tag the grid viewwill refresh to display the next tag, which allows the user to repeat the process. The userhas the option to click Cancel without making a selection which will refresh the grid view todisplay the next tag. When the user has finished importing the Tags the Import Log windowis displayed.

To batch import the tags click Batch process all to display the Import Differences window.The grid view will display all the tags to import.
















6.8.6 AVEVA Tags Instrument Tag Import

AVEVA Tags Import Configuration

Before the user can import data from AVEVA Tags, mappings between AVEVA Tagselements in a selected Tags project and AVEVA Instrumentation elements must be set up.

Click Setup > AVEVA Tags Integration Configuration on the Project tab to display theAVEVA Engineering Data Import Configuration window.



The configuration and import procedures are similar to those of the Schematic Model LoadTags Import. Refer to AVEVA Schematic Model Instrument Tag Import for details.

6.9 Copy InstrumentsEngineer supports copying of existing instruments to create new tags.

6.9.1 To Copy a Single Tag (Instrument)Select the existing tag record in the Instrument List and select Copy Selected from thedrop-down menu next to the New option on the Home tab.

AVEVA Instrumentation will display a new Instrument Edit window containing all the copieddata in the window.

Change the details as required. Make sure the Tag Number is changed.

Click Save.



6.9.2 Engineer Instrument Copy WizardEngineer also supports copying of multiple existing instruments to create new tags. Copyinginstruments using the Copy Wizard also copies each instrument's datasheets (if any). TheInstrument Copy Wizard enables users to step through all the selected instruments and theirdatasheets to enable renaming of the copied objects in a logical manner.

To copy Multiple Instruments

From the Instrument List, select all the existing Tag records in the Instrument List thatrequire copying, click: Copy Selected from the drop-down toolbar menu (next to the Newbutton of the Home tab).

AVEVA Instrumentation will pop up the Engineer Copy Wizard:

Screen 1 of the Instrument Copy Wizard shows all selected instruments.

Use the Select checkbox within the grid to select or remove records from furtherprocessing.

Before continuing each selected instrument must be renamed by editing all or some of thefields that make up the New Tag No. Users may also change the Instrument Service, P&IDdrawing Number and Plant Connection (e.g. Line Number or Equipment No.) information ifrequired.

Note: Users may filter and select multiple records in this grid then use the Edit SelectedRows command to make a bulk change to all selected tag numbers (e.g. changeArea from '01' to '02' etc.).

As each tag number is changed it is validated against the current database to ensure thenew tag number is unique. If validation is successful AVEVA Instrumentation changes the'NewTagNo' column to be coloured green.

To continue click Next.



Screen 2 of the Loop Copy Wizard shows all selected instrument datasheets (if any).


Before continuing each selected instrument datasheet must be renamed by editing all orsome of the fields that make up the Doc No (including Sheet No).

Note: Users may filter and select multiple records in this grid then use the Edit SelectedRows command to make a bulk change to all selected document numbers (e.g.change Area from '01' to '02' etc.).

As each document number is changed it is validated against the current database to ensurethe new datasheet document number is unique. If validation is successful AVEVAInstrumentation changes the 'New Doc No' column to be coloured green.




The Copy Wizard shows all the proposed instruments and datasheets.

To copy the new objects, click Copy.

AVEVA Instrumentation copies all the new objects then stops and displays a log:

Users may need to refresh the appropriate grids to see the new records.



6.10 Create Instrument Wiring using Wiring Rules

6.10.1 Create Tag Wiring using Wiring RulesInstrument Engineer will auto create the field device, terminals, cables, their cores and wirenumbers and terminate cable cores at both the field device and Junction box cable endsbased on assigned Wiring Rules Overview for each specific Loop instrument whicheffectively completes field wiring in a very efficient and simple manner that can savehundreds on man-hours on a large project.

Note: Your PC must have a license for the Wiring Manager application for this feature to beavailable from Engineer.

Note: Although you can use Wiring Rules to create field cables/terminations from Engineer,this is limited to working on a tag by tag or Loop by Loop basis. AVEVAInstrumentation recommends creating field wiring using Wiring Rules from the WiringManager's Equipment View or Cable Block Diagram by assigning (allocating) fieldtags to Junction Boxes which is more efficient than doing it in Engineer for each Tagor Loop individually.

To Create Instrument Wiring using Wiring Rules

From the Edit window for the instrument:

Click on the Detail tab.

Click on the Create Tag Wiring command button.

AVEVA Instrumentation will bring up the following window:



Data Explanation:

TagNo The instrument tag number - Non editable.

Note: Although the Wiring Rule (Wiring Config) defines the terminal arrangement of theField Device you can select a different type by clicking on the Tag No commandbutton on the right hand side to the tag text box.

Loop Dwg Code The Loop Code is used by Datalinks to map information into aloop drawing template when generating CAD drawings. It is ONLYrequired if you intend to generate CAD loop drawings in Designer.The Loop Code must be unique for the current loop for CAD loopdrawing creation.

Wiring Config The name of the Wiring Rule to apply to the tag. The cell is acombo box (PickList) so you can easily apply a rule (or change).The combo box only appears when your mouse pointer hoversover the WiringConfig cell.

Junction Box Holds the name of the equipment the cable will run to. The cell hasa small command button embedded at the right hand side. Clickingon that button will display a Assign a Junction Box window.

Terminate Cable When 'checked' cores will be terminated at the JBox end (on thenext available spare terminals). When unchecked cores will notbe terminated at the JBox end. The cores will need to beterminated manually using Wiring Manager by dragging the cableor cores to the desired terminals.

Cable Number Shows the default cable number as created by the wiring rule orthe actual cable number from the Cable Schedule (if the cable hasbeen created previously). You may enter a new value if required.

Cable Type Shows the base cable type. It comes from the Wiring RuleCatalogue cable or from the Cable Schedule (if the cable has beencreated previously). You may override the current selection byclicking on the small command button embedded at the right handside.

Cable Length You can enter a Cable Length here. The length is saved in WiringManager's Cable Schedule.



Command Buttons:

As soon as Create is finished you may use the Instrument Data windows Tag Wiring Checkcommand to view all information generated (or changed) in the Tag Wiring Check Report.Refer to Tag Wiring Check Reports.

6.10.2 Assign a Junction BoxWhen selecting a Junction Box when applying Wiring Rules, the following window appearsshowing all junction boxes defined in the current plant area:

The window initially shows all Junction Boxes in the instrument's plant area. You may selectthe All Areas option to view equipment in all plant areas.

To assign the instrument to a Junction Box double-click on the desired equipment tag.

To select equipment that is not a Junction Box use the Show all Equipment Typescheckbox which removes the filter on Junction Boxes to show all equipment currently addedto the project's Equipment List (in Wiring Manager). Junction Boxes and other equipment(other than instruments) can only be created by Wiring Manager.

Note: If you wish to select another Tag as the Junction Box (cable end) connection thattag must have previously been created by a Wiring Rule for it to appear in the List of

Create Goes ahead a Creates all selected tag, cable, terminations and otherwiring data from the Wiring Rules and data in this window.

Note: Create will make the field device, terminals & wire markings, the field cable(s)and cores & terminate the field cable(s) at both the field device and Junction Boxends which effectively completes field wiring in a very simple and efficientmanner.

Save Saves changed data in the grid, but does not create Wiring Rule datawhich allows you to pre-assign junction boxes and data etc. prior to cable/device creation.

Cancel Quits the window, not saving or creating.



Equipment. For example if you wish to connect a Field Element to a Transmitter thenyou must first create the Transmitter, then assign the Element to the Transmitter (e.gthe Transmitter becomes the Element's Junction Box.

Note: The instrument Signal Type is shown near the top of this window which comes fromthe Instrument's Signal Type field in the AVEVA Instrumentation Instrument Datawindow. There is nothing to stop you assigning any instrument to any junction box,regardless of signal type.

6.11 Tag Wiring Check ReportsTag Wiring Check Reports show a graphical type report of all wiring connected to a tag. Thereport may be printed directly to a printer or saved as a PDF, XPS or AutoCAD file.

To view a Tag Wiring Check Report, on the Edit window for the instrument, click the TagWiring Check command button. The report is then displayed.

This option will only be available for Tags that have had wiring created for them.

The Wiring Check Report window is then displayed:

Note: If the PC has a license for Wiring Manager, when a tag is right-clicked on, options foraccessing the Wiring Manager Terminations window, (which enables drag and dropediting of cable/wire terminations) and to view a Termination Report are displayed.

If the PC has a license for Wiring Manager, when a cable is right-clicked on, an option foraccessing the Wiring Manager Cable Detail window is displayed. This enables the details ofa cable to be viewed and edited.

Refer to Wiring Manager documentation for details of the above Wiring Manager facilities.

Various functions are available to the user via the File, Edit, View and Layout drop-downmenus, or by clicking the required button on the toolbar.



File Menu

Edit Menu

File Saves the report to the database. This option is available on thetoolbar.

Refresh Updates and reloads the tag data and refreshes the window. Thisoption is available on the toolbar.

Export to PDF Exports the report into a .pdf format file in the projects Drawingfolder. The filename used is the Tag number.

Export to XPS Exports the report into an .xps format file in the projects Drawingfolder. The filename used is the Tag number.

Export to AutoCAD

Exports the report to AutoCAD. The filename used is the Tagnumber.

Page Setup Displays the Page Setup window which allows the user to changethe paper size and source, the orientation and the size of themargins.

Print Preview Displays the Print preview window which allows the user to viewthe print before sending to a printer. This option is available on thetoolbar.

Print Displays the Print window which allows the user to customise theprint. This option is available on the toolbar.

Printing Enables the user to print the report to a defined size by selecting apercentage. After selecting a percentage the Print preview windowis displayed, enabling the user to view the print before sending to aprinter.

Preferences Display the Preferences window. Refer to Preferences.

Exit Closes the report window.

Undo Un-does the last command. This option is available on the toolbar.

Redo Re-does the last Undo. This option is available on the toolbar.

Trim Canvas Enables the user to change the size of canvas to the actually sizeof the diagram.

Select All Selects all objects.

Find Equipment Displays the Find Text window allowing the user to search for aterm.

Insert Note Opens a text box within the report which allows the user to type anote. The text box can be positioned in the report by clicking on itand dragging it to the required position.



View Menu

Layout Menu

6.11.1 PreferencesTag Wiring Check Report preferences can be set from the Preferences window. To displaythis window select Preferences from the File menu.

Insert Rev Enables the user to add a revision information block.

Insert Document No.

Enables the user to add a document number block.

Show Overview Display the Overview window which displays all the report pages.

Predefined Percentages

Allows the user to select a predefined zoom percentage.

Zoom Normal Selecting Zoom Normal allows the user to revert back to thedefault zoom.

Zoom to Fit Zooms to fit all the pages into the window. This option is availableon the toolbar.

Zoom In Increases the image size. This option is available on the toolbar.

Zoom Out Decreases the image size. This option is available on the toolbar.

Align Horizontally

Enables the user to move two or more selected nodes to the samerow according to the first selected node.

Align Vertically Enables the user to move two or more selected nodes to samecolumn according to the first selected node.

Layout Equipment (Flat)

Enables the user to layout diagrams automatically by positioningthe Items and routing the links horizontally.

Layout Equipment (Tree)

Enables the user to layout diagram automatically by positioningthe Items and routing the links as a tree.

Make Sub Diagram

Enables the user to select multiple items of equipment and groupthem all together and keeping the item to be individually selectedand moved.

Layout Sub Diagram

Enables the user to layout the item inside the sub diagramsautomatically.

Group Selected Enables the user to select multiply items of equipment and groupthem all together.

Ungroup Selected

Enables the user to ungroup multiply items of equipment whichwere grouped together using the Group Selected option.



General Tab

The General tab allows the user to specify how the Tag Wiring Check Report is displayed.



Cables/Wires Tab

The Cable/Wires tab allows the user to specify how the Cable and Wires will be displayedin the Tag Wiring Check Report.



Printing Tab

The Printing tab allows the user to set the default paper size, orientation and margins, themaximum number of terminals that can be displayed on each page and to add a header andfooter to the pages.



Export Tab

The Export tab allows the user to define the settings to be used when exporting the TagWiring Check Report to AutoCAD.

Note: The user must have AutoCAD installed on their workstation to export the Tag WiringCheck Report successfully.

The user can revert back to the Preferences window's default settings by clicking UseDefault.

Click OK to save the changes and close the Preferences window or Cancel to close thePreferences window without saving any changes.

To commit the changes to the Tag Wiring Check Reports window click Apply. A warningmessage is displayed informing the user that applying the new settings will cause thediagram to reload.



Click Yes to continue or No to terminate the process.

6.12 Datasheet AssignmentAVEVA Instrumentation allows new datasheets to be created from the Instrument List,Instrument Catalogue and Datasheets List. Refer to Add New Datasheets for furtherinformation.

6.13 Attachments (External Documents)

6.13.1 AttachmentsEngineer supports attaching external documents/files to instrument tags and allowingviewing of any attached document by clicking on the attachment.

Attachments can include any Windows supported file that can contain information such as:vendor data, catalogue data, calibration certificates, hazardous area certificates, sitephotographs, CAD files etc. Just about everything engineering teams or maintenancepersonnel could use in their day to day activities.

AVEVA Instrumentation supports attachment of any Windows file format, however, to viewan attached document the user's workstation must contain a compatible Windowsapplication to open the attachment's file format. For example, to view a PDF file the userrequires a PDF viewer such as Adobe Acrobat Reader or to open a Word document theuser requires Microsoft Word or other application that can open a Word DOC format file.

AVEVA Instrumentation can export most of its reports, datasheets and drawings to eitherPDF or XPS format. PDF requires a PDF viewer such as Adobe Acrobat Reader. XPS is anew XML (text) file format which requires Microsoft Internet Explorer (or other compatibleapplications) to view. So either of these formats is a good choice to get data onto a site/plantenvironment where for example the originating application is not available (e.g. AutoCAD isnot installed locally).

Engineer contains an Document Attachments list that displays all attached files.

To view the list of the attached documents for an instrument, select the instrument, then clickOpen for Selected in the Attached Documents section of the Contextual Actions -Instruments tab to display the Attached Documents window.



Note: The Attached Documents window can also be viewed when editing a tag by clickingAttached Documents on the General tab on the Edit window.

To view the attached document assigned to a tag, highlight the tag and click Open.

To view an attached document the user workstation must have a compatible application toopen the attachment's file format.

Attach a Document to an Instrument

To attach a new document to an instrument tag, either click New on the AttachedDocuments window, or click Attached Document in the Attached Documents section ofthe Contextual Actions - Instruments tab to display the Attached Documents window.

The Attached Document Details window is displayed.

Note: Documents can also be attached by importing details of attached documents from anExcel spreadsheet. See below.

The file to be attached is selected by clicking the button to the right of the Document field. Afile browser window is opened allowing the user to navigate to the file. Select the requiredfile and click Open on the file browser window to close the file browser window and return tothe Attached Document Details window with the Document field populated.

The user can select a document type from the Type drop-down list or manually enter a newtype. An optional description can be entered in the Description text box.

By checking the Public checkbox the user can share the attachment with all the users onthe same project. Leaving the Public box un-checked will set the attachment to private andonly the originator will have access to the attachment.



Click Save to close the Attached Document Details window and return to the AttachDocuments window with the new attachment displayed in the grid or Cancel to return to theoriginal Attached Documents window.

Edit Attached Document Details

To edit an attachment assigned to a tag, highlight the tag in the grid and select Edit todisplay the Attached Document Details window.

The user can edit the Document attached to the tag, the Type and the Description.

Click Save to close the Attached Document Details window and return to the AttachDocuments window with the amendments displayed in the grid or Cancel to return to theoriginal Attached Documents window.

Delete Attached Document

To delete an attached document, highlight the tag in the Attached Documents window andclick Delete.

Note: Only the attached document is deleted from the tag, the tag is not deleted andremains in the Instruments grid.

Import Attached Documents DataAttached documents data can be imported from an Excel spreadsheet.

Open the Instrument List grid. From the click Attached Documents in the Import section ofthe Data Management section. The Attached Document Import wizard window is thenopened:



Click Browse and select the Excel file from which data is to be imported. Click Next >.

The next window shows all the columns in the Excel spreadsheet to be imported. Select anexisting Field Mapping (if one for this Import type exists) from saved mappings drop downOR use the automatic mappings created by AVEVA Instrumentation and make changes tothese mappings (if required).




Excel Column Name fields display the names of the columns in the spreadsheet. TheAVEVA Instrumentation Field fields displays the Instrumentation fields they are mappedto.

To map an Excel Column to an AVEVA Instrumentation database field click in the AVEVAInstrumentation Field field adjacent to the relevant Excel Column Name field, and selectthe required AVEVA Instrumentation field from a drop-down list. To exclude a field from theimport, click Clear button in the grid against the field that needs to be excluded or select theblank entry from the mapping drop-down list.

Note: AVEVA Instrumentation automatically checks each Excel Column Name from the firstrow in the Excel worksheet against fields names in AVEVA Instrumentation Database(if not found then field Captions - as set in the Grid Manager). If a match is foundthen AVEVA Instrumentation automatically adds the Field Name to the mapping list.The user can select a different field from the mapping list if required.

Defining a New Mapping Definition

Sets of column-field mappings can be saved and re-used for future imports. Define therequired mappings as described above, then select the New command button. TheMapping Name and Description fields are then displayed and the New button is replacedby a Save button.



Once you have entered the name and description for the mapping, click Save and themappings will be saved and added to the Saved Mappings drop down.

Note: Data can also be imported by just clicking on the Import button. However it maysave time to save the mappings if an import with those mappings is to be performedagain.

AVEVA Instrumentation displays a window showing all the columns in the Excel Workbookselected earlier.

Once the mappings have been set up, click Next >.

A list of instruments for which attached document details can be imported is then displayed.

Click Import to proceed with the import. The import then takes place. After the import iscomplete, a log of the imported document details is displayed:



Click Close the exit the import wizard.

Export Attached Documents DataThe Attached Documents grid in the Attached Documents window can be exported toExcel by clicking Export To Excel. A Save file as dialogue is displayed allowing the user tonavigate to a chosen destination and to name the Excel file.

The user can change the folder path by clicking Change Folder to display a file browserwindow allowing the user to navigate to a different folder or create a new folder. If the newfolder path does not contain the attached file a message window is displayed.

Clicking Yes changes the folder path in the Attached Documents window but the user cannot view any attachments until the file is moved or copied to the new folder path. Click No tocancel the folder path change.

To close the Attached Documents window and return to the Instruments grid view, clickClose.



6.14 I/O Allocations

6.14.1 View the Project I/O ListTo view project I/O data in a grid, click Fixed Reports in the Reports section of the Hometab, then click I/O List on the menu that is then displayed. The I/O List window is thendisplayed:

The Tag No column displays the instrument which has been allocated to a particular I/O.

6.14.2 Import I/O Allocation DataEngineer supports importing of I/O Allocations (tag to channel assignment) from an Excelspreadsheet.

To import I/O Allocations the Excel file must contain the following information at a minimum:

Cabinet Name, I/O Module Name (or Tag), I/O module Catalogue Number (Model No),Channel No (Point) and Tag No.

Since Engineer I/O Modules have several user definable property fields users can alsoimport additional data such as Rack, Slot, System, Chassis etc into those I/O moduleproperty fields by including that data in the Excel file being imported.

Important: Tags cannot be assigned to an I/O Module through importing unless the Tag Noalready exists in the Engineer Instrument List.

Prior to importing the Excel Worksheet must be in a simple tabular format (columns androws) and the first row should contain unique column names (headings) so that Engineercan identify the column's data to enable 'mapping' to Engineer database fields. The columnnames are user definable but must not be duplicated. Engineer will only import column datathat contains a heading, furthermore, the Excel file must contain the following mandatory



columns/data: Cabinet Name, I/O Module Name (or Tag), I/O module catalogue number,Channel No and Tag No.

If the I/O Module Tag/Name does not exist Engineer will automatically create an I/O modulewith that Tag/Name in the Cabinet listed in the Excel workbook.

Once an Excel Worksheet is formatted accordingly and selected for import, users must'map' each Excel column name (heading) to an Engineer database field using the Engineerimport utility. Then data can be imported into Engineer. The import utility will check ifmandatory columns exists in the Excel file and Mappings. While processing I/O Modules tobe imported, if a Module already exists in the database Engineer will show the differencesbetween the imported data and the Engineer data, allowing the user to accept/reject theproposed changes on a record by record (and field by field) basis. If the I/O Module does notexist in Engineer and the user accepts to import, Engineer will create a new I/O Module inthe Equipment (Cabinet) specified in the Excel data.

To start the import procedure, open the Instrument List grid or the Loops grid. Then click I/OAllocations in the Import section of the Data Management section. The AttachedDocument Import wizard window is then opened:

Click Browse and select the Excel file from which data is to be imported. Click Next >.

The next window shows all the columns in the Excel spreadsheet to be imported. Select anexisting Field Mapping (if one for this Import type exists) from saved mappings drop downOR use the automatic mappings created by AVEVA Instrumentation and make changes tothese mappings (if required).







Define a New Mapping Definition







Once the mappings have been set up, click Next >.

The list of I/O Modules in the selected Excel file is then displayed.

To import the instrument allocation data for an I/O Module, check its Select checkbox.Check the Select all checkbox to check all the Select checkboxes.

Click Next >.

The data in the spreadsheet is then validated. Lists of I/O Modules that cannot be importedand these reasons for this are then displayed. For example:



The list of I/O Modules than can be imported is then displayed. For example:



Click Import to proceed with the import. The import then takes place. After the import iscomplete, a log of the imported document details is displayed, including the I/O allocationsthat have taken place as a result of the import:



Click Close the exit the import wizard.

6.15 Tag Function CatalogueThe Function components of instrument tags can be selected from a list of values in the AddNew Tag and Edit Tag windows. This list of values is compiled in the Tag FunctionCatalogue.

To open the Tag Function Catalogue, select Setup > Tag Function Catalogue from theProject tab. The Tag Function Catalogue window is then displayed:



Whether or not the list of tag functions is to be used when entering instrument tags iscontrolled by the Enable Tag Function checkbox. If this checkbox is checked, the list offunctions is available when entering a tag function, and one of these functions must beselected.

If the checkbox is not checked, the list of values is not available and any entry may be madefor tag functions.

To create a new tag function, click New. A new row of fields is added to the bottom of the list.Enter the details of the function in these fields.

To edit an existing function, click in the function row and edit the details as required.

To delete an existing function, select the function row and click Delete. A message isdisplayed requesting that the deletion be confirmed. Click Yes to proceed.

6.15.1 Export and Import the Tag Function Catalogue

Export the Tag Function Catalogue to Excel

The tag function catalogue can be exported to an Excel spreadsheet. Click Export. Astandard Save file as window is then displayed. Browse for the location that the file is to beexported to, enter the file name, and click Save.



Import the Tag Function Catalogue from Excel

The tag function catalogue can be imported from an Excel spreadsheet. It can also beimported from another AVEVA Instrumentation project (see below).

To import from a spreadsheet, click Import from Excel. The Select excel workbook toimport window is displayed:

Browse for the spreadsheet that data is to be imported from and click Open. The ImportFields window is then displayed:




Select an existing Field Mapping (if one for this Import type exists) from saved mappingsdrop down OR use the automatic mappings created by AVEVA Instrumentation and makechanges to these mappings (if required).











Import the Tag Function Catalogue from another Project

To import from a spreadsheet, click the small down arrow next to the Import from Excelbutton and select Import from other project from the menu that is then displayed.

The Select an AVEVA Instrumentation Project window is then displayed. Select the projectfrom which data is to be imported and click Select. Login if required.

To import the Excel data, click Import.

AVEVA Instrumentation will pop-up an Option window from which you may choose to importreports one by one or in a batch. The batch option processes all records together thendisplays a differences report allowing you to accept or reject each change. The one by oneoption displays a differences report for each record one at a time.

If you are testing the field mappings we recommend using Process each Record andShow Differences one by one, once the option is selected, click Import. Click on therequired option. AVEVA Instrumentation will go ahead and process the data and show anydifferences in the Import Differences window:



The Import Differences window shows the differences between AVEVA Instrumentation dataand Proposed (imported Excel) data. If the one by one option was selected, the differencefor a single tag record are listed. If the batch option was selected, differences for all recordsare displayed.

To accept the changes either, select individual field data by clicking the Accept checkbox foreach,

Or:

Select the Accept All checkbox at the top of this window (all individual records will be auto-selected).


If the one by one import option was selected, the window then displays the differences forthe next tag record, if there is one.

To cancel any import for the current tag record, click Close.





Import Log

The Import Log window shows the user the import status and displays the successfullyimported files in the grid view.




6.16 Project VoltagesThe voltages to be used when defining the power supply details of powered instrumentsmust be selected from a pre-defined list of project voltages.

To edit the list of project voltags, select Setup > Project Voltages from the Project tab. TheVoltages window is then displayed:



The window lists those project voltages already set up.

To add a new project voltage, click New. The Voltage Detail window is then displayed:

Enter the volts in the field provided and select the number of phrases and the frequencyfrom the lists of values.

Click Save. The Voltage Detail window is closed and new project voltage is added to the listin Voltages window.

To edit an existing voltage, select it from the list and click Edit. The Voltage Detail window isthen displayed with the details of the selected voltage displayed.

Edit the details as required and click Save.



To delete a voltage, select it from the listand click Delete. A message is then displayedrequesting confirmation of the deletion. Click Yes to continue with the deletion.

Multiple records may be selected for deletion.

6.17 Process Data

6.17.1 Process Data GridIn Engineer, process data for multiple instruments may be viewed in a grid format. Thisenables faster data entry using copy and paste functionality, and enables users to view likeinstruments and more easily see missing or inconsistent data etc.

The grid window also supports editing of multiple tags from a single multi-editing window.

To View/Edit Process Data in the Process Data Grid

Click Select in the Grids and Schedules section of the Home tab.

Select Process Data from the list of grids that is then displayed. The Process Data grid isthen displayed:

All fields with a yellow background are not editable - use the Datasheet List to edit documentinformation, Instrument List to edit Tags, P&ID No, Line numbers etc.

You may edit instrument data by clicking on the command button that appears in the Tag Nocell when the mouse moves over the cell.

Note: Any change made to data in this grid is not updated onto the respective datasheetuntil the datasheet is Opened (or Updated from the Datasheet List).

The grid supports Grid Manager for user defined grid layouts. AVEVA Instrumentation'remembers' the last Grid View used and starts with that view.

Note: Grid Manager allows each user to define their own sets of data fields/columns,column order, predefined filters and sort order for the Process Data List. Each set isknown as a 'View'. For example, you can set various views to show only certain tagtypes (e.g Control Valves, Pressure Transmitters etc.) and then limit the fields toshow only those specific to that tag type (e.g For a Pressure Transmitter showPressureMax, TemperatureDesign and exclude LevelMax etc.).

By default all fields in the AVEVA Instrumentation database table 'ProcessData' are shownalong with a few base InstrumentList fields (e.g TagNo, P&IDNo etc.).



Note: You can use the windows copy and paste key shortcuts Ctrl-C and Ctrl-V to copy andpaste data between grid cells.

Process Data Contextual Action Options

The following options are located on the Contextual Actions - Process Data tab:

Records Section

Refresh


New

Edit

Delete

Actions Section

Apply Default Units If this option is checked then on update of a value in grid cell,the default unit is appended to the value if no unit is present.

To change a project's default units use the Setup > EditProcess Units option from the Project tab. Refer to ProcessUnits.

Hide\Show GridColumns

Displays a Hide\Show window allowing a user to temporarilyhide or un-hide columns as required.

Invert Hide\Show GridColumns

Makes the hidden column visible and hides currently visiblecolumns.

Sizing Calculation Used to perform sizing calculations for the selectedinstrument. Refer to Sizing Calculations for details.

Insert Special Characters

Displays a menu enabling insertion of special characters intoa grid cell:



6.17.2 Edit DataInstrument Engineer allows editing of Process data for a tag in a vertical format which allowsa user to view all the field data more conveniently than in a conventional horizontal grid.

To view/edit Data in a Vertical Format window

From the Process Data Grid:

Double-click on the tag record or select the tag record and click Edit in the Records sectionof the Home tab to display the Editing data for: window.

Change Process Units

Displays a window that lists all the supported process units forthe value in the currently selected cell and allows the user tochange from one unit type to another unit type withoutchanging the value. For example 100°C to 100°F.

Convert Units Displays a window that lists all the supported process units forthe value in the currently selected cell and allows the user tochange from one unit type and to change the value to reflectthis. For example 100°C to 212°F.



Changes can be made as required.

Note: If more than one record is selected from the Process Data Grid AVEVAInstrumentation allows you to Edit Multiple records, refer to Editing Process Data forMultiple Tags.

6.17.3 Edit Process Data for Multiple TagsEngineer allows editing of data for multiple tags concurrently.

To edit multiple Instrument Tags in your project:

From the Process Data Grid window, select multiple instrument records in the grid, then,click Edit in the Records section of the Home tab.

A window appears confirming you want to edit data for all selected tags:



If you select Yes the Multi Tag edit window comes up as shown below:

Note: The Copy first record's Data option will copy that records data into the windowready for editing. The data is not actually copied to the selected tags unless theSelect checkbox is selected and you click the Save command button.

Actions required to Edit Multiple Tags

1. Check the Select checkbox for all columns you want to edit

2. Enter the new value required in the Value column

(repeat steps 1 and 2 for all columns you want to update).

Click Save to save the data to all selected tags.

6.17.4 Import Process Data from ExcelProcess Data can be imported from Excel spreadsheets.




6.17.5 Process UnitsThe Process Units window is used to add, edit and delete process units and processproperties (types of process units), and to specify which process unit within each processproperty is the default.

To access this window select Setup > Process Units from the Project tab.

Initially the window displays all units of all process properties.

To add a new process unit, first select the process property of the new unit from the dropdown list. The list of process units then changes to display only the process units of theselected process property (select ALL from the drop down list to return to window todisplaying all units).

Click Add Item. A new row of fields is added to the bottom of the list. Enter the details of thenew unit in these fields.

To edit an existing type, click in the unit row and edit the details as required.

To delete an existing unit, select the unit row and click Remove Item. A message isdisplayed requesting that the deletion be confirmed. Click Yes to proceed.

To set a unit as the default unit for a process property, check its Default checkbox.

If a unit is set as the default, and if the Apply Default Units checkbox of the Process Datagrid is checked, when a value of the unit's process property is entered for an instrument inthe Process Data grid, this unit is automatically applied to that value and added to it in thegrid.

To create a new process property, select the empty space in the drop down list (beneathALL in the list), and enter the name of the new process property. Click Add New ProcessProperty. A process property with the entered name is then created.



To delete a process property, delete all the units of that property.

To save changes and exit the window, click Save.

If more than one unit within a process property has been set as the default, a message isdisplayed informing the user of this. The save will not take place and the window will remainopen. Rectify the problem and then click Save again.

To exit the window without saving any changes, click Cancel.

6.18 View Data by Form Type

6.18.1 Browse Data By Form TypeEngineer allows you to view and edit data for multiple instruments in a grid format by formtype. For example view all data for all Control Valve tags. This enables faster entry with copyand paste functionality and allows you to view data for like datasheets and immediately seegaps in data or data that may look inconsistent etc.

The grid window also supports editing of multiple tags from a single multi-editing windowallowing easy bulk editing of multiple tags.

View/Edit Datasheet Data in a Grid by Form Type

To open the Browse Data by Form Type grid, click Select in the Grids and Schedulessection of the Home tab.

Select Browse Data by Form Type from the list of grids that is then displayed. The BrowseData by Form Type grid is then displayed:

To View Data you must select a form type from the Datasheet Form Type drop-down menu.

The following screen shows the window after selecting a Form Type:

Note: The fields in this grid depend on the actual fields mapped to the current Form Typeselected.

AVEVA Instrumentation automatically displays all fields that have been mapped to thedatasheet and displays them in this grid.

All fields with a yellow background are not editable - use the Datasheet List to edit documentinformation and the Engineer Instrument List to edit Tags, P&ID No, Line numbers etc.



You may bring up the datasheet window by clicking on the command button that appears inthe DocNo cell when the mouse hovers over the cell. Refer to Datasheet Data Entry topic.

You may edit instrument data by clicking on the command button that appears in the Tag Nocell when the mouse hovers over the cell.

Note: Any change made to data in this grid is not updated onto the respective datasheetuntil the datasheet is Opened (or Updated from the Datasheet List).

Note: You can use the windows copy and paste key shortcuts Ctrl-C and Ctrl-V to copy andpaste data between grid cells.

Browse Data by Form Type Contextual Action Options

The following options are located on the Contextual Actions - Browse Data by Form Type tab:

Convert Process Units

A user can convert process units, refer to Convert Process Units for more information.

6.18.2 Edit Data Engineer allows editing of Form data for a tag in a vertical format which allows a user toview all the field data more conveniently than in a conventional horizontal grid.

To view/edit data in a Vertical Format window

From the Browse Data By Form Type grid, select the tag record and click Edit on the toolbarto display the Editing Data for: window.

Records Section

Refresh


New

Edit

Delete

Actions Section

Datasheet Form Type Used to select the required form type, as described above.

Apply Default Units If this option is checked then on update of a value in grid cell,the default unit is appended to the value if no unit is present.

Sizing Calculation Used to perform sizing calculations for the selectedinstrument. Refer to Sizing Calculations for details.

Hide\Show Grid Columns

Displays a Hide\Show window allowing a user to temporarilyhide or un-hide columns as required.

Invert Hide\Show Grid Columns

Makes the hidden column visible and hides currently visiblecolumns.



Note: The fields in this window depend on the actual fields mapped to the current FormType selected in the Browse Data By Form Type grid.

Note: If more than one record is selected from the Browse Data By Form Type grid AVEVAInstrumentation allows you to Edit Multiple records, refer to Edit Data for MultipleTags.

6.18.3 Edit Data for Multiple TagsInstrument Engineer allows editing of data for multiple tags concurrently.

To edit multiple Instrument Tags in your project:

From the Browse Data By Form Type, select multiple instrument records in the grid, then,click Edit. A message is displayed.



Click Yes. The Multi Field Edit (Bulk Edit) window is then displayed:

Note: The Copy first record's Data option will copy the data from first record in selectioninto the window ready for editing. The data is not actually copied to the selected tagsunless the Select checkbox is selected and you click the Save command button.

Note: The fields in this window depend on the actual fields mapped to the current FormType selected in the Browse Data By Form Type grid.

Actions required to Edit Multiple Tags

1. Check the Select checkbox for all columns you want to edit

2. Enter the new value required in the Value column



(repeat steps 1 and 2 for all columns you want to update)

Click Save to save the data to all selected tags.

6.19 Instrument LoadsDetails of instruments identified as having power requirements, i.e. which are loads, can beviewed in a separate list.

To open the Instrument Loads List, click Select in the Grids and Schedules section of theHome tab.

Select Instrument Loads under the Lists heading from the list of grids that is thendisplayed. The Instrument Loads grid is then displayed:

All data is the grid is display-only. It cannot be edited, deleted or added to.

Note: Load requirements are specified on the Power Supply tab of the Edit window ofinstruments. See Edit Tag Details - Tab Details.

6.20 Sizing CalculationsThe following sizing calculations can be performed for an instrument:

• Control Valve Sizing • Flow Element Sizing• Relief Valve Sizing• Thermowell Vibrations• Gas compressibility factor “Z”

For details of these calculations, refer to Instrument Sizing Calculations.

Important: AVEVA Instrumentation provides Instrument Sizing Calculations for Estimatingpurposes only.End Users should not rely on AVEVA Instrumentation calculation results forDesign purposes.AVEVA recommends using certified equipment vendor calculations for finalspecification/purchasing.

To perform sizing calculations for an instrument:• either select the instrument from the Instrument List and click Sizing Calculation in the

Actions section of the Contextual Actions tab (an error message is displayed ifmultiple instruments are selected)



• or access the Edit window for the instrument, and click Sizing Calculation on itsDatasheet tab.

If no sizing calculations have been performed for the instrument, a list of sizing calculationtypes to select from will be displayed.

Click on the required calculation type. A window is then displayed on which the calculationcan be performed. For details of these windows, continue at Perform Calculations.

Note: The first time that that sizing calculation functionality is accessed, the followingdisclaimer is displayed before the list of calculation types:



Click OK to display the list of calculation types. The disclaimer can be viewed againat any time by clicking the link below the list of calculation types.

Note: The window for performing Gas compressibility factor “Z” calculations is accessedfrom the Control Valve Sizing window.

If a sizing calculation (or calculations) has been performed, the window used to perform thatcalculation is displayed instead.

The last type of calculation that was performed (if any) is displayed under the SizingCalculation button on the Datasheet tab of the Edit window.

To select a different calculation to perform, double-click on the calculation type name underthe button. The list of calculation types (see above) is then displayed.

6.20.1 Perform CalculationsAccess the required calculation windows as described above.



Control Valve Sizing window:



Flow Element Sizing Window:



Relief Sizing - Gases & Vapours Window:



Thermowell Vibration Window:

Basic details of the selected instrument are displayed at the top of the windows

Enter or select the values required to perform the calculations. Complete the fields in theorder that they are displayed on the window.

For example in the Control Valve Sizing window enter the Upstream Nominal Size first, thenthe Upstream Nominal Size, finishing with the Cp/Cv, leaving blank any the values to becalculated (if values are entered in these fields they will be overwritten when a calculation isperformed).

Fields with a yellow background cannot be edited. They either display general data relatingto the instrument, or can only be populated when a calculation is performed.

Values entered in one calculation window automatically populate corresponding fields inother calculation windows.

If a field that must be completed is left blank, or is completed with an invalid value, anwarning symbol is displayed next to that field:

Hover the mouse cursor over the symbol to display a tooltip explaining the reason for thewarning:



To perform a calculation, click the appropriate button, e.g. Calc. Flow, Calc. DP, PSV Sizeetc.

Note that the Calc. Density button on the Control Valve Sizing window opens the GasCompressibility Factor “Z” window (see below).

The calculated values then populate the appropriate fields on the windows.

If there are any warnings or noteworthy implications arising from a calculation, they aredisplayed as messages at the bottom of the window.

To save any calculations or entered values and exit a window, click Save. Click Cancel toexit a window without saving.

Gas Compressibility Factor “Z” calculations are performed by clicking Calc. Density on theControl Valve Sizing window. The Gas Compressibility Factor “Z” window then opens. Asdescribed above, enter the required values then click Calculate to the perform thecalculation.



To print the calculation results, click Print. The data is then displayed in a Print Previewwindow.

To exit the Gas Compressibility Factor “Z” window, click Cancel. Note that calculations andentered values are not saved when the window is closed.




Instrument Engineer User GuideLoop List

7 Loop List

The Loop List is the main window for adding/editing Loops in your project and for assigninginstruments to loops. By default all loops in your project are shown in the Loop List grid. Youmay use the column filters to filter the list by plant area, etc.

Access the Loop List

To open the Loop List, click Select in the Grids and Schedules section of the Home tab.

Select Loops from the list of grids that is then displayed. The Loop List grid is thendisplayed:

Refer to Working with the Data Grid for information on the grid controls including selecting aloop record, and sorting and filtering the grid data.

The Loop List consists of two grids. The main, upper grid displays details of the loops in theproject. The lower grid displays details of any instruments assigned to the loop currentlyselected in the upper grid.

To edit data you may double-click on the desired Loop record (or select it and click Edit onthe Home tab). If a Loop has instruments you may also double-click on an instrument recordto edit the instrument data. The Edit a Tag in the Instrument List window is the same as thatused in the Instrument List.



A Loop can be copied by selecting an existing loop record then clicking the Copy Selectedmenu option from the small pull-down menu next to the New option on the Home tab).Copying a loop will also copy loop instruments and the original data assigned to eachinstrument to the new instruments created except the following: TagNo, PlantConnection.

You may also edit most columns directly in the Grid itself. Select the cell and enter a newvalue, select from a Pick list etc.

Loop List Contextual Action Options

The following options are located on the Contextual Actions - Loops tab:

7.1 Add a Loop to the Loop ListTo add a new loop to a project, with the Loop List open click New in the Records section ofthe Home tab to display the Add New Loop window:

Records Section

Refresh


New

Edit

Delete

Tools Section

Show Un-Assigned

This checkbox is used to filter the list so that only unassigned loops,i.e. without allocated instruments, are listed. Uncheck the checkbox toremove the filter.

Wiring Creates a graphical wiring report for the currently selected loop(s)showing detailed loop wiring. The command will only show validtermination data if wiring/cabling has been created for instruments inthe selected loop(s) using Wiring Manager. Refer to Loop WiringCheck Reports.



Enter a loop number by:

1. Select a loop type from the Loop Type combo box (see Note 1).2. Choose a plant area from the Plant Area combo box3. Enter the number into the Number text box

Note: 1. Selecting a loop type automatically places a corresponding letter in the Functiontext box. The letter is based on ISA naming conventions (e.g. F = Flow, L = Leveletc.). You may overwrite the default value after selecting a loop type.

Loop types can be selected from the list of loop types specified in the LoopCatalogue. Refer to Loop Catalogue for details.

Note: 2. Instrument Engineer builds the full Loop Number by appending the three entriesabove into the 'Loop Number' text box.

If the Drawing Required checkbox is checked, Engineer creates a drawing entry in theDesigner application. The Loop Number and Loop Service are automatically inserted intothe drawing list as a Loop Diagram drawing.

Related Loops

You may assign up to two 'related loops' which enables AVEVA Instrumentation to placeinformation for related loops (including their instrument tag data) on any Loop Diagramcreated with Designer. To assign a related loop select the button inside one of the RelatedLoops fields. The Loop Selection window is then displayed.



Loop Instruments List

The Loop Instruments list at the bottom of the window shows all instruments assigned tothe current loop.

To assign Instrument Tag Numbers to this loop click the Add Tag button, refer to AssignTags to Loops.

To edit instrument data, double-click on the desired tag number.

To Remove a Tag from the Current Loop

Select the instrument tag record in the 'Loop Instruments' list then press the <Delete> key.

Command Buttons:

Copying Loops

Existing loops (and their instruments) can be copied by using the Copy Selected commandfrom the Loop List (the pull-down menu option next to the New toolbar command in the LoopList.

7.2 Edit a Loop in the Loop ListTo edit a loop, select the loop in the Loop List and click Edit in the Records section of theHome tab, or double-click on the loop.

Add Tag Enables addition of new or existing tags to the current Loop.

Save Saves your changes to the database

Cancel Exits without saving changes



The Loop Edit window is then displayed..

Note: The window may also be accessed by selecting the Loop No cell command button inthe Drawing List grid in Designer, if a license for Engineer is active on the PC.

Note: The Last Edit field displays the date and time when the loop data was last edited.The user name of the individual that performed the edit is displayed in a tool-tip whenthe mouse cursor is hovered over the field. Click the button in the field to display theAudit Manager, which will display a list of all the changes to the loop data.

You may edit the loop number by:

1. Select a loop type from the Loop Type combo box (see Note 1).2. Choose a plant area from the Plant Area combo box3. Enter the number into the Number text box

Note: 1. Selecting a loop type automatically places a corresponding letter in the Functiontext box. The letter is based on ISA naming conventions (e.g. F = Flow, L = Leveletc.). You may overwrite the default value after selecting a loop type.

Loop types can be selected from the list of loop types specified in the LoopCatalogue. Refer to Loop Catalogue for details.

Note: 2. Instrument Engineer builds the full Loop Number by appending the three entriesabove into the Loop Number text box.



The Drawing Required checkbox tells Engineer to create a drawing entry in the InstrumentDesigner application. If this is checked the Loop Number and Loop Service is automaticallyinserted into to drawing list as a Loop Diagram.

Related Loops

You may assign up to two related loops which enables AVEVA Instrumentation to placeinformation for related loops (including their instrument tag data) on any Loop Diagramcreated with Designer. To assign a related loop select a command button inside one of therelated loop text boxes which displays a Loop Selection window enabling selection of anyloop.

Loop Instruments List

The Loop Instruments list at the bottom of the window shows all instruments assigned tothe current loop.

To assign Instrument Tag Numbers to this loop click the Add Tag button, refer to AssignTags to Loops.

To edit instrument data, double-click on the desired tag number.

To remove a tag from the current loop, select the instrument tag record and press the<Delete> key.

To change the loop order of instruments drag and drop each to the desired position.

Special Loop Command Buttons

The three loop command buttons: Loop Wiring Check, Create Loop Wiring and RemoveLoop Wiring are typically used by designers to view and build loop wiring details from WiringRules Overview.

Note: If your PC does not have a valid license for Designer only Loop Wiring Check isvisible.

To Unassign an Instrument from a Loop

To unassign the a tag select the instrument tag in the Loop Instruments list and press<Delete> key. The instrument is not deleted, it just unassigns the selected tag from the loop(after the Save command is used).

Loop Wiring Check Displays the loop wiring print preview window showing allinstrument wiring in the AVEVA Instrumentation databasefor the current loop.

Create Loop Wiring Allows automatic creation of instrument field wiring forinstruments in the current loop. Displays the Create LoopWiring using Wiring Rules window.

Remove Loop Wiring Removes all field wiring/cables and terminations for thecurrent loop instruments previously created with CreateLoop Wiring.

Add Tag Enables addition of new or existing tags to the current Loop.



7.3 Edit Multiple LoopsInstrument Engineer allows editing of data for multiple loops.

In the Loop List, select multiple loop records then click Edit in the Records section of theHome tab.

A window appears confirming you want to edit data for all selected loops:

Click Yes to display the Multi Field Edit (Bulk Edit) window.

Actions required to edit multiple loops:• Check the Select checkbox for all columns you want to edit.• Enter the new value required in the Value column

(repeat for all columns you want to update).• Click Save to save the data to all selected loops.



7.4 Assign Tags to LoopsInstruments tags may assigned to loops either from Loop List facilities, or from theInstrument List. Refer to Assign Instrument Tags to Loops for details of the Instrument Listfacility.

Note: It is not mandatory for each tag to be assigned to a loop. For example a simple fieldpressure gauge or a pressure relief valve are not normally members of a controlloop. They are stand-alone instruments.

To Assign a Tag(s) to a Loop from the Loop List

In the Edit Loop window (or from the Add Loop window if creating a new loop), click theAdd Tag button to display the following window:

The left-hand list shows typical tags and descriptions from the Instrument Engineer ISA tagCatalogue and built using the current loop Function prefix.

The right-hand list shows all tags assigned to the current loop (if any).

To assign a tag to the current loop you may use two methods:

1. Build a Tag Number using the ISA tag Catalogue (left list)Double-click on the desired tag and the full tag number is added to the Tags to Add list(right list).

Note: You may click on the Tag value and overwrite any tag number.

2. Pick an existing tag number from the Instrument ListClick the From Instrument List button, which displays a window for Select ExistingTags not assigned to any loop.

Save Saves assignment changes (if any)

Cancel Cancels assignment changes (if any)



7.4.1 Select Existing TagsAfter clicking the From Instrument List button in the Assign Tags to Loops window thefollowing window appears:

The window contains only those tags yet to be assigned to a loop. The tag list can be filteredto enable easy access to tags by Plant Area (Display by Area combo box).

To Assign a Tag to the Current Loop

To assign a single tag, double-click on a Tag Number to assign the selected tag to thecurrent Loop.

To assign multiple tags, click the check boxes for all the tag numbers to assign, click theAssign button.

The Exit button cancels any tag assignment.

The Match Number checkbox filters the list of loops by the Tag No. number field. In theexample above selecting Match Number would limit the list of loops to only thosecontaining '510' if the current loop was numbered '510'.

Note: Use the Display by Area to filter the instruments by the selected plant area and useCtrl-F to bring up a search window, where you can locate a tag number faster if thelist of instruments is large.

7.5 Copy Existing LoopsEngineer supports copying of existing Loops to create new loops. Copying a loop alsocopies the loops's instruments (if any).



7.5.1 To Copy a Single LoopSelect the existing loop record in the Loop List and select Copy Selected from the drop-down menu next to the New option on the Home tab.

AVEVA Instrumentation will display a new Loop Edit window containing all the data(including instruments assigned) in the window.

To copy the loop make sure the Loop Number is changed, click Save.

Note: The command copies all loop instruments and the original data assigned to eachinstrument to the new instruments created except the following: TagNo,PlantConnection.

P&ID No, DataSheetNo, LoopDwgNo, LocationDwg, InstallDwgNo and JunctionBox. Thecommand also copies any field device definitions and cables (including terminations) foreach loop instrument (if any) as defined in the Wiring Manager module for the copied loop.

7.5.2 Engineer Copy WizardEngineer supports copying of multiple existing Loops to create new loops. Copying loopsusing the Copy Wizard also copies the loop's instruments (if any) and datasheets (if any).The Loop Copy Wizard enables users to step through all the selected loops, theirinstruments and datasheets to enable renaming of the copied objects in a logical manner.

Note: The Wizard copies all selected loops and loop instruments and the original dataassigned to each instrument to the new instruments created except the following:TagNo, PlantConnection, P&ID No, DataSheetNo, LoopDwgNo, LocationDwg,InstallDwgNo and JunctionBox. The Wizard does NOT currently copy any fielddevice definitions and cables (including terminations) for each loop instrument (ifany) as defined in the Wiring Manager module for the copied loop. The Wizard doesenable copying of all instrument datasheets.

To copy Multiple Loops

From the Loop List, select all the existing loop records in the Loop List that require copying,click: Copy Selected from the drop-down toolbar menu (next to the New button of theHome tab).

AVEVA Instrumentation will pop up the Instrument Engineer Copy Wizard:



Screen 1 of the Loop Copy Wizard shows all selected loops.


Before continuing each selected loop must be renamed by editing all or some of the fieldsthat make up the New Loop No. Users may also change the Loop Service descriptions ifrequired.

Note: Users may filter and select multiple records in this grid then use the Edit SelectedRows command to make a bulk change to all selected loop numbers (e.g. changeArea from '01' to '02' etc.).

As each loop number is changed it is validated against the current AVEVA Instrumentationdatabase to ensure the new loop number is unique. If validation is successful AVEVAInstrumentation changes the NewLoopNo column to be coloured green.




Screen 2 of the Loop Copy Wizard shows all selected loop's instruments.


Before continuing each selected instrument must be renamed by editing all or some of thefields that make up the New Tag No. Users may also change the Instrument Service, P&IDdrawing Number and Plant Connection (e.g. Line Number or Equipment No.) information ifrequired.

Note: Users may filter and select multiple records in this grid then use the Edit SelectedRows command to make a bulk change to all selected tag numbers (e.g. changeArea from '01' to '02' etc.).

As each tag number is changed it is validated against the current AVEVA Instrumentationdatabase to ensure the new tag number is unique. If validation is successful AVEVAInstrumentation changes the NewTagNo column to be coloured green.




Screen 3 of the Loop Copy Wizard shows all selected loop's instruments datasheets (if any).


Before continuing each selected instrument datasheet must be renamed by editing all orsome of the fields that make up the Doc No (including Sheet No).

Note: Users may filter and select multiple records in this grid then use the Edit SelectedRows command to make a 'bulk' change to all selected document numbers (e.g.change Area from '01' to '02' etc.).

As each document number is changed it is validated against the current AVEVAInstrumentation database to ensure the new datasheet document number is unique. Ifvalidation is successful AVEVA Instrumentation changes the New Doc No column to becoloured green.




The Copy Wizard shows all the proposed new loops, instruments and datasheets.

To copy the new objects, click Copy.

AVEVA Instrumentation copies all the new objects then stops and displays a log:

Users may need to refresh the appropriate grids to see the new records.



7.6 Delete LoopsWhen a loop is deleted from the Loop List, a message is displayed requesting that thedeletion be confirmed. Click Yes or No as appropriate

If Yes is clicked, the Delete Options window is displayed.

The window provides the option of either unassigning instruments from the loop (UnassignInstruments from Loop), or deleting them (Delete Instruments in Loop).

If the delete option is selected, a further option to delete the associated instrument wiring isavailable: Remove any Instrument Wiring.

If there is a loop diagram for the loop it may be deleted by checking the Delete LoopDiagram checkbox.

After the required options have been selected, click Delete to proceed with the deletion.Click Cancel to cancel the deletion.

7.7 Create Loop Wiring using Wiring Rules

7.7.1 Create Loop Wiring using Wiring RulesUsing wiring rules (see Wiring Rules Overview) Instrumentation can create cables toconnect field devices and junction boxes, and the required cables cores, terminals andwiring numbers.

This effectively completes field wiring in a very efficient and simple manner that can savehundreds on man-hours on a large project.

Note: Your PC must have a license for the Wiring Manager application for this feature to beavailable in Engineer.

Note: Although Wiring Rules can be used to create field cables/terminations fromInstrument Engineer, this facility is limited to working on a Loop by Loop basis. It isrecommended that field wiring is generated using Wiring Rules from the WiringManager's Equipment View, or the Cable Block Diagram facility, by assigning fieldtags to Junction Boxes. This is more efficient than creating wiring for each Loopindividually.



To Create Loop Wiring using Wiring Rules

From the Loop Edit window (see Edit a Loop in the Loop List), click on the Create LoopWiring command button.

AVEVA Instrumentation will bring up the following window:

The window shows all instruments assigned to the current loop. Only those instrumentsselected will be processed by the Create command.

Columns Explanation

Select Only those instruments selected are processed when the Createcommand is used.

TagNo The instrument tag number - non editable (tags can only be assigned toa loop using Instrument Engineer).

Note: Although the Wiring Rule defines the terminal arrangement of the Field Device, ifrequired you can select a different arrangement by clicking on the Tag No cellbutton that appears when the mouse hover over this cell.

Code The Loop Code is used by AVEVA Instrumentation Datalinks to mapinformation into a loop drawing template when generating CADdrawings. It is only required if you intend to generate CAD loop drawingsin Designer. The Loop Code must be unique for the current loop forCAD loop drawing creation.

Wiring Rule The name of the Wiring Rule to apply to the tag. The cell is a combo box(PickList) so you can easily apply a rule (or change it). The combo boxonly appears when your mouse pointer hovers over the Wiring Rule cell.

Junction Box

Holds the name of the equipment the cable will run to. The cell has asmall command button embedded at the right side of each cell. Clickingon that button will display a window used to select the Junction Box (seeAssign a Junction Box). The button only appears when your mousepointer hovers over the Junction Box cell.

Terminate When checked cores will be terminated at the JBox end (on the nextavailable spare terminals). When unchecked cores will not beterminated at the JBox end. The cores will need to be terminatedmanually using Wiring Manager by dragging the cable or cores to thedesired terminals.



As soon as Create is finished you may use the Loop Data windows Loop Wiring Checkcommand to view all information generated (or changed) in the Loop Check Report.

7.7.2 Select a Field Device Terminal ConfigurationAlthough the selected Wiring Rule defines the terminal arrangement of a Field Device, ifrequired you can select a different arrangement by clicking on the Tag No cell button thatappears when the mouse hover over this cell in the Create Loop Wiring for window (seeCreate Loop Wiring using Wiring Rules).

The Select a Field Device Terminal Configuration window is then displayed:

Cable No. Shows the default cable number as created by the wiring rule or theactual cable number from the AVEVA Instrumentation Cable Schedule (ifthe cable has been created previously). The user can enter a new valueif required.

Length The user can enter a Cable Length here. The length is saved in WiringManager's Cable Schedule.

Cable Type Shows the base cable type. It cannot be changed in this window. Itcomes from the Wiring Rule Catalogue cable or from the AVEVAInstrumentation Cable Schedule (if the cable has been createdpreviously).

Command Buttons

Create Goes ahead a Creates all selected tags, cables, termination and otherwiring data from the Wiring Rules and data in this grid.

Note: Create will make the field device(s), terminals & wire markings, the field cable(s)and cores & terminate the field cable(s) at both the field device and Junction Boxends which effectively completes field wiring in a very simple and efficientmanner.

Save Saves changed data in the grid, but does not go ahead and createWiring Rule data which allows you to pre-assign junction boxes etc.,prior to cable/device creation.

Cancel Quits the window, not saving or creating.



The Graphic tab displays graphical representations of each available configuration. The Listtab displays them in a simple list.

To select a configuration and exit the window, either double-click on it, or single click on itand click Select.

7.7.3 Assign a Junction BoxWhen selecting a Junction Box when running Wiring Rules, the following window appearsshowing all junction boxes defined in the current plant area:

The window initially shows all Junction Boxes in the instrument's plant area. You may selectthe All Areas option to view equipment in all plant areas.



To assign the instrument to a Junction Box double-click on the desired equipment tag.

To select Equipment that is not a Junction Box use the Show all Equipment Typescheckbox which removes the filter on Junction Boxes to show all equipment currently addedto the project's Equipment List (in Wiring Manager). Junction Boxes and other Equipment(other than instruments) can only be created by Wiring Manager.

Note: If you wish to select another Tag as the Junction Box (cable end) connection thattag must have previously been created by a Wiring Rule for it to appear in the List ofEquipment. For example if you wish to connect a Field Element to a Transmitter thenyou must first create the Transmitter, then assign the Element to the Transmitter (e.gthe Transmitter becomes the Element's Junction Box.

Note: The instrument Signal Type is shown near the top of this window which comes fromthe Instrument's Signal Type field in the Instrument Data window. There is nothing tostop you assigning any instrument to any junction box, regardless of signal type.

7.8 Loop Wiring Check ReportsLoop Wiring Check Reports show a graphical loop diagram type report of all wiring forinstruments in selected loops. The report may be printed directly to a printer or saved as anAdobe Acrobat PDF file. These reports are not intended for final project use, Designershould be used to create production loop diagrams using AutoCAD templates. These LoopWiring Check reports are for dynamic checking of current wiring created in Wiring Managerassociated with a loop's instruments.

For a Loop Check Report to be created instruments must be assigned to the current loopand at least one of the loop's instruments must be wired in Wiring Manager.

To Create a Loop Wiring Check report you can use Two Methods

From the Loop List select the Loop(s) to create Loop Wiring Check Reports for, and clickWiring on the Contextual Actions - Loops tab.

Or, in the Loop Edit window (see Edit a Loop in the Loop List), cick Loop Check Report.

The following figure shows a typical report:



You may print the report to a printer or save the report to a file in Adobe Acrobat PDF formatby clicking the relevant Print or Export to PDF buttons. The Setup button allows you tochange print properties such as page size and orientation etc.

When exporting to PDF AVEVA Instrumentation creates a file named after the LoopNumber. The file name for this example would be: 00-F-100.pdf.

You may double-click on the report to zoom in or select a zoom ratio from the list of options

after selecting the Zoom button:

You can also click on the background and drag to pan the document.

The Preferences command enables you to set the default page size for the entire project.AVEVA Instrumentation defaults to A4 if not set.

Note: If your PC has a license for Wiring Manager when you right-click on any equipmenttag AVEVA Instrumentation will bring up an option to allow access to the WiringManager's Terminations window which allows drag and drop editing of cable/wireterminations or to generate termination reports for the selected equipment.

Note: If your PC has a license for Wiring Manager when you right-click on any cableAVEVA Instrumentation will bring up an option to allow access to the WiringManager's Cable Detail window which allows viewing/editing for the selected cable.

7.9 AVEVA P&ID Loops Import

7.9.1 AVEVA P&ID Loop Data Import ConfigurationBefore importing loop data from AVEVA P&ID the user must select an AVEVA P&ID Projectfile and map the fields between AVEVA P&ID and AVEVA Instrumentation. Refer to AVEVAP&ID Tag Data Import Configuration for further information.



7.9.2 Import Loops from AVEVA P&IDTo import loops from AVEVA P&ID, select AVEVA P&ID Import from the AVEVAIntegration section of the Data Management tab to display the Import from AVEVA P&IDwindow.

The Import from AVEVA P&ID window displays new and existing loops with the option toimport all the loops in a batch or individually. If the amount of loops in AVEVA P&ID hasreduced, the Import from AVEVA P&ID window displays this and the Process deletedbutton becomes active. The user can click Process deleted to delete the loops fromInstrumentation.

To import the loops individually click Process one by one to display the ImportDifferences window. The grid view will display the first loop to import.


The user can now select individual loops to import by clicking their relevant checkboxes orchoose all the loops by clicking Select all.

The user must click Save to import the selected loop. After processing the loop the grid viewwill refresh to display the next loop, which allows the user to repeat the process. The userhas the option to click Cancel without making a selection which will refresh the grid view to



display the next loop. When the user has finished importing the Loops the Import Logwindow is displayed.

To batch import the loops click Batch process all to display the Import Differenceswindow. The grid view will display all the loops to import.







The Import Log then shows the user the import status and displays the successfullyimported files in the grid view







7.10 AVEVA Schematic Model Loops Import

7.10.1 AVEVA Schematic Model Loop Data Import ConfigurationBefore importing loop data from Aveva Schematic Model the user must select an AVEVASchematic Model Version to import from and also map the fields between AVEVA SchematicModel and AVEVA Instrumentation. Refer to AVEVA Schematic Model Import Configurationfor further information.

7.10.2 Import Loops from AVEVA Schematic ModelTo import loops from AVEVA Schematic Model, select Imports > Import from AVEVASchematic Model from the Tools tab. A message window is displayed informing the userthat importing data from AVEVA Schematic Model will stop the user importing data fromAVEVA P&ID into the current project.

If the user clicks No a message window is displayed informing the user that the import hasbeen terminated.



Click OK to return to the Loops grid view without importing any Loop data.

If the user clicks Yes the AVEVA Schematic Model Login window is displayed.

The user must populated all the text fields, Project, Username, Password and ProjectMBD. Click OK to display the Import from AVEVA P&ID window or Cancel to terminate theprocess.

The Import from AVEVA Schematic Model window displays new and existing loops withthe option to import all the loops in a batch or individually. If the amount of loops in AVEVASchematic Model has reduced, the Import from AVEVA Schematic Model window



displays this and the Process deleted button becomes active. The user can click Processdeleted to delete the loops from Instrumentation.

To import the loops individually click Process one by one to display the ImportDifferences window. The grid view will display the first loop to import.


The user must click Save to import the selected loop. After processing the loop the grid viewwill refresh to display the next loop, which allows the user to repeat the process. The userhas the option to click Cancel without making a selection which will refresh the grid view todisplay the next loop. When the user has finished importing the Loops the Import Logwindow is displayed.

To batch import the loops click Batch process all to display the Import Differenceswindow. The grid view will display all the loops to import.













7.11 Loop CatalogueThe type of a loop can be selected from a list of values in the Add New Loop and LoopEdit windows. This list of values is compiled in the Loop Catalogue.

To open the Loop Catalogue, select Setup > Loop Catalogue from the Project tab. TheLoop Catalogue window is then displayed:



To create a new loop type, click New. A new row of fields is added to the bottom of the list.Enter the details of the type in these fields.

The entry in the Order field defines the position in which a loop type will appear in the list ofvalues. The lower the order number, the higher the position. Loop types with the samenumber will be listed in alphabetically order. For example, in the screen example above,there are many loop types with an order value of 99. These will be listed after those looptypes with lower order values, in alphabetical order.

To edit an existing loop type, click in the function row and edit the details as required.

To delete an existing loop type, select the loop type row and click Delete. A message isdisplayed requesting that the deletion be confirmed. Click Yes to proceed.



7.11.1 Export and Import the Loop Catalogue

Export the Loop Catalogue to Excel

The loop type catalogue can be exported to an Excel spreadsheet. Click Export. A standardSave file as window is then displayed. Browse for the location that the file is to be exportedto, enter the file name, and click Save.

Import the Loop Type Catalogue from Excel

The loop type catalogue can be imported from an Excel spreadsheet. It can also beimported from another AVEVA Instrumentation project (see below).

To import from a spreadsheet, click Import from Excel. The Select excel workbook toimport window is displayed:

Browse for the spreadsheet that data is to be imported from and click Open. The ImportFields window is then displayed:




Select an existing Field Mapping (if one for this Import type exists) from saved mappingsdrop down OR use the automatic mappings created by AVEVA Instrumentation and makechanges to these mappings (if required).











Import the Loop Type Catalogue from another Project

To import from a spreadsheet, click the small down arrow next to the Import from Excelbutton and select Import from other project from the menu that is then displayed.

The Select an AVEVA Instrumentation Project window is then displayed. Select the projectfrom which data is to be imported and click Select. Login if required.

To import the Excel data, click Import.

AVEVA Instrumentation will pop-up an Option window from which you may choose to importreports one by one or in a batch. The batch option processes all records together thendisplays a differences report allowing you to accept or reject each change. The one by oneoption displays a differences report for each record one at a time.

If you are testing the field mappings we recommend using Process each Record andShow Differences one by one, once the option is selected, click Import. Click on therequired option. AVEVA Instrumentation will go ahead and process the data and show anydifferences in the Import Differences window:



The Import Differences window shows the differences between AVEVA Instrumentation dataand Proposed (imported Excel) data. If the one by one option was selected, the differencefor a single tag record are listed. If the batch option was selected, differences for all recordsare displayed.

To accept the changes either, select individual field data by clicking the Accept checkbox foreach,

Or:

Select the Accept All checkbox at the top of this window (all individual records will be auto-selected).



To cancel any import for the current tag record, click Close.





Import Log

The Import Log window shows the user the import status and displays the successfullyimported files in the grid view.





Instrument Engineer User GuideDatasheets

8 Datasheets

Datasheets are stand-alone documents which the user can view, edit or exchange with thirdparties. Refer to Datasheets (Specifications) for further information on the availablefeatures.

8.1 View/Edit Instrument DatasheetsEngineer allows the user to view and edit instrument datasheets directly from the followingplaces:

• From the Datasheets List, double-click on the Datasheet record or highlight the recordin the Datasheets list and click Open on the Contextual Actions - Datasheets tab.

Note: Datasheets assigned to catalogue instruments are not listed in the Datasheets Listgrid.

• From the Instrument List or the Instrument Catalogue, click on the Datasheet No cellcommand button as shown below:

• When editing a tag, on the Datasheet tab of the Edit window click the Datasheet Nocell command button.



The datasheet is then displayed in the Datasheet viewer. Refer to the Datasheet Data Entryfor details.

Note: If the instrument tag or catalogue instrument is not currently assigned to a datasheetthen Engineer will prompt you to assign it. Refer to Assign Tags To Datasheets tofind out how you can assign a tag to a datasheet from Engineer.

8.1.1 Datasheet Data EntryOpening a datasheet displays a data entry window used to define the datasheet Cataloguefile.



Enter or Modify Data

Double-click any cell and type in the data. If the cell has a PickList the user can select avalue from the drop-down list. Refer to Using PickLists.

Note: You can only save changes made to Process Data and data associated with formtype. You can not save changes made to Revisions, the Document Number and TagNumbers within this window. To make these changes use the appropriate InstrumentList, Datasheet List and Datasheet List Revisions windows.

Copy Data from another Datasheet

You may also copy data from any other tag assigned to the same datasheet Catalogue type(e.g Pressure Relief Valves for above) using the Copy command and the Copy Tag Dataduring Data Entry topic.

Editing a PickList

If a cell has a PickList attached then by right-clicking on the cell a pop-up menu appears.Select Edit PickList Values and the PickList edit window will appear allowing additionalvalues to be added, edited or changed in the selected PickList.

For example:



Refer to Using PickLists for further information on editing PickLists.

Data Entry Command Buttons

Save Saves the data values to the database and opens it in an Excelspreadsheet.

Save & Exit The Save & Exit option is accessed from a drop-down list next to Save and saves the data values tothe database and to the Excel spreadsheet andcloses the datasheet.

Copy Allows copying of another instrument tag's or catalogue instrument'sdatasheet data to the tag targeted on the current datasheet. To target atag as being the tag to copy to, double-click in its Tag Number cell priorto clicking this Copy command. The command displays a windowcontaining a list of all tags and catalogue instruments assigned to thesame datasheet Catalogue form type to choose from. Refer to CopyTag Data during Data Entry.

Undo Undoes the last change made. Any subsequent undo will roll back eachprevious change.

Redo Reverses the last undo (see above) made.

Print Saves the data and prints the datasheet.

Print to PDF Saves the data and opens it in a PDF window.

Note: The Print and Save commands use Microsoft Excel, therefore you must haveExcel installed on your workstation to enable printing and saving. The Printcommand uses the print area, print setup (Margins, scales etc.) as defined in thedatasheet Catalogue template file for the current project.

Preview Print Preview the datasheet.



Note: Data can also be entered from predefined PickLists.

Note: Right-clicking on a cell displays a special menu enabling insertion of specialcharacters (° ± ² ³ ¼ ½ ¾ ?).

Convert Process Units

A user can convert process units. Refer to Convert Process Units for more information.

Issue Issues the datasheet by taking a snapshot of the data in the datasheet'smapped cells and saves it to database for future reference whichenables AVEVA Instrumentation to show changes between Issues. TheIssue option and it's sub-menu options are not available for datasheetsassigned to catalogue instruments.

If the document has previously been issued, an Issue message windowis displayed informing the user to create a new revision before issuing.

Click Cancel to cancel the issue or OK to create a new revision. Referto Datasheet Revisions for further information on creating a newrevision. After creating a new revision, the document is issued and anIssue message window is displayed asking if the issued documentshould be printed. Click Yes to sent to the document to the defaultprinter or No to close the Issue message window without printing thedocument.

Load Previous Issue

Loads the datasheet in a read only window fromvalues with which it was issued for selected revision.

Highlight IssueChanges

Highlights the cells whose values have changedsince the issue (i.e. the revision) selected from thissub menu.

Reset Resets the datasheet to its last saved / opened state by clearing"changed" cells highlighting and reverting the values back to originalvalues- shows all cells as unchanged (unhighlighted).

Zoom Zooms the Datasheet Layout area according to the value selected from

drop down. Use buttons to decrement or increment the zoom.

Preferences Opens Datasheet Change Preferences window. Not available fordatasheets assigned to catalogue instruments.

Apply Default Units

If this option is checked then on update of a value in a datasheet cell,the default unit is appended with the value if no unit is has beenentered.

Close Exits without saving changes to the database.



8.1.2 Convert Process UnitsEngineer allows users to convert process units to another unit from the Datasheet DataEntry window.

A user can convert process units by right-clicking on any ProcessData table field (cellsmapped to a ProcessData database field) that contains a Pressure, Flow, Density,Temperature, Viscosity or Level value or on any cell within the Datasheet Edit windowmapped to such fields.

Note: The selected field must already contain valid numeric data along with a Process Unitrecognised by AVEVA Instrumentation.

When you right-click on one of the above fields AVEVA Instrumentation will pop-up a menuwhich includes an option to Convert Units:

The Change Process Units sub-menu will include all the supported units for that processand allows the user to change from one unit type to another unit type without changing thevalue. For example 64°C to 64°F.

The Convert Units sub-menu will include all the supported units for that process type. Thefigure below shows the sub-menu after a Temperature field is selected:

To convert the selected fields data to the new units and change the value to reflect this, clickon the new unit from the sub-menu.

Conversion Prefixes

AVEVA Instrumentation uses a smart algorithm to recognise SI unit prefixes automaticallyas follows:

Si Prefix Name Power

y yocto -24

z zepto -21

a atto -18

f femto -15

p pico -12



Note: For the Conversion to be successful you must use these Si prefixes with their correctcase. e.g KPa will not be recognised it should be kPa.

'Out the box' AVEVA Instrumentation is configured as:

Absolute Zero = -273.15

1 Atmosphere = 101325

8.1.3 Copy Tag Data during Data EntryWhen the Datasheet Data Entry window is opened from the Datasheets List and the Copycommand button is clicked the Copy Data window is displayed:

n nano -9

u micro -6

m milli -3

c centi -2

d deci -1

h hecto 2

k kilo 3

M mega 6

G giga 9

T tera 12

P peta 15

E exa 18

Z zetts 21

Y yotto 24



The Copy Data window is used to copy data to the current (target) tag number from anothertag number.

The grid shows all fields associated with the datasheet as defined in the DatasheetCatalogue Grid.

Select a Tag or Catalogue Instrument to Copy From

Select the tag from which data is to be copied from this list. Onlytag numbers assigned to the same datasheet form type will beavailable for selection.

Accept Marks fields to be copied.

Note: To select all fields check the Accept All checkbox

Show Process Data

Checking the Show Process Data checkbox displays the processdata in the grid view.

Field The field name (as defined in the Datasheet Catalogue).

Existing Value The current value of each field for the target tag.

Proposed Value The data about to be copied, if accepted, from the selectedsource tag, as chosen from the Select a Tag to Copy From list.



After all desired fields values are selected, click Save to copy the data to the current tag orCancel to exit without copying data.

Note: Only fields associated with the datasheet are available to copy. Copying InstrumentIndex data such as Tag Number, Service, Line or Equipment Number or Datasheettitle and Revision data is not possible with this feature.

Note: If the selected tag or catalogue instrument type is associated with a datasheet with adifferent form type from the tag or catalogue instrument being copied to, a messageis displayed to inform the user of this and to give the option of keeping the existingdatasheet or replacing it with a datasheet derived from the form type linked to theselected tag or catalogue instrument.

8.1.4 Datasheet Change PreferencesWhen the Datasheet Data Entry form is opened from the Datasheets List and thePreferences command button is clicked the Datasheet Change Preferences windowappears.

The window enables users to set their own datasheet change highlighting method for allproject datasheets. These preferences affect the Datasheet Data Entry window and printeddatasheets when using the Print with Previous Issue's Changes print option and areapplied once a datasheet is Issued.



Note: In a multi-user environment there will only be one set of preferences that will beapplied to all the users i.e. each user cannot have their own preferences.

Issue Changes:

Current Changes:

Printing:

Note: To stop AVEVA Instrumentation from adding a watermark set this to the word: NONE.

Font Select the font from the drop down to show in issue change highlighting.

Font Size Select or enter the font size of the text in issue change highlighting.

Bold Whether the text in issue change highlighting will be bold or not.

Back Colour Select the back colour for issue change highlighting of cells.

Fore Colour Select the text colour for issue change highlighting of cells.

Font Select the font from the drop down to show in current changehighlighting.

Font Size Select or enter the font size of the text in current change highlighting.

Bold Whether the text in current change highlighting will be bold or no.

Back Colour Select the back colour for current change highlighting of cells.

Fore Colour Select the text colour for current change highlighting of cells.

Watermark The text that appears as watermark on each Datasheet when printing ifthere are any changed values since the last issue.



8.2 Datasheets ListThe Datasheets List is the main grid for adding/editing datasheets. Datasheets in this gridare listed by document number. By default all datasheets assigned to instrument tags inyour project are shown in the grid.

Note: Datasheets assigned to catalogue instruments are not listed in the Datasheets Listgrid.

Access the Datasheets List

To open the Datasheets List, click Select in the Grids and Schedules section of the Hometab.

Select Datasheets under the Lists heading from the list of grids that is then displayed. TheDatasheets List grid is then displayed:

Datasheets List Contextual Action Options

The following options are located on the Contextual Actions - Datasheets tab

Records Section

Refresh


New

Edit

Delete

Action Section

Open Open the selected datasheet for editing/viewing/print preview oftechnical data (Editing of title block and revision information should bedone from the Edit button above). Displays the Datasheet Data Entrywindow.

Update Displays the Update options window which updates the spreadsheetsof the selected datasheets with the current project data. If an Excelworkbook file does not exists the file is created in the current project'sdatasheet folder.

Update with Changes

Updates spreadsheets of selected datasheets with the changeshighlighted in the previous issues of the datasheets.



Issue Issues and updates selected datasheet(s) - takes a snapshot of the datain the datasheet's mapped cells and saves it to database for futurereference. Refer to Datasheet Issues for further information.

Open Issues For Selected

Displays the Issues window listing all the current issues for the selecteddatasheet. Refer to View a List of Previous Issues for furtherinformation.

Open Issues For All

Displays the Issues window. Refer to View a List of Previous Issues forfurther information.

Revisions Displays a list of all datasheets and their revisions. Refer to Viewing andEditing Multiple Datasheet Revisions.

Add Revision

Displays the Revision Entry window allowing the user to add a revisionto the datasheet. Refer to Create a Revision.

Edit Revision

Displays the Revision Entry window allowing the user to edit anexisting revision. Refer to Edit a Revision.

Tools Section

Batch Assign Tags

Displays the Batch Assign Tags to Datasheets window showing allinstrument Tags not yet assigned to a datasheet and enablesassignment/creation of multiple tags to datasheets in a batch process.Refer to Batch Assign Multiple Tags to Datasheets for details.

Printing Section

Number of Copies

Select the number of copies required for printing.

Print Print all selected datasheet(s).

Print with Changes

Prints with changes from the previous issue highlighted.

Print To PDF Creates a pdf file of the selected datasheets.

Print To PDF with Changes

Creates a pdf file of the selected datasheets with changes from theprevious issue highlighted.

. Refer to Print Datasheets for further information on these options

Export Section

To External System

Publishes documents to area that was set up using the Setup >Datasheets Publishing Configuration option on the Project tab.Refer to Datasheet Publishing.

To Document List

Displays a window in which the selected documents can be merged intoa single document, which is then added to the Document List and canbe published. Refer to Merge Datasheets into a Single Document forfurther information.

Selected Datasheets



8.3 Add New DatasheetsAVEVA Instrumentation allows new datasheets to be created from the Datasheet List,Instrument List and Instrument Catalogue.

To add a new Datasheet, with the Datasheets List open, click New in the Records section ofthe Home tab to display the Add a new Datasheet window.

To add a new Datasheet from the Instrument List or Instrument Catalogue, click theDatasheet No. cell command button that appears when the mouse hovers over the cell.

Note: The Datasheet No cell must be empty.

The Add Datasheet for: window is displayed.

Copy / Archive to Folder

Used to export datasheet files to a folderdefined during the export process. Refer toExport Datasheets to a Specified Folder.

Copy / Archive to Folder with Changes

Used to export datasheet files to a folderdefined during the export process withchanges from the previous issue highlighted.Refer to Export Datasheets to a SpecifiedFolder.

Copy to User Defined Names

Used to export datasheet files to a pre-definedfolder or folders with file names in a pre-defined, user-defined format. . Refer toExporting Datasheets.

Copy to User Defined Names with Changes

Used to export datasheet files to a pre-definedfolder or folders with file names in a pre-defined, user-defined format, with changesfrom the previous issue highlighted. Refer toExporting Datasheets.



1. Enter a Datasheet number.

Note: The number will be used as the document number, as appearing on the printeddatasheet form and as the file name used by the Excel spreadsheet.

2. Enter a Sheet No. (optional - see below).

Note: By default AVEVA Instrumentation selects the Use Next Sheet No checkbox - if thisis selected AVEVA Instrumentation will automatically use the next available sheetnumber by searching for all other datasheets with the same Datasheet No and usingnext highest sheet no - if none are found then AVEVA Instrumentation uses '1'.

3. Select a datasheet Form Type from the options.

Note: All Catalogue form types currently defined in the Datasheet Catalogue Grid areavailable for selection.

4. Click Next > to create the new blank datasheet. The datasheet is added to theDatasheet List and the Edit Datasheet Information window is displayed, allowingassignment of tag(s) to the datasheet and the adding of other information relevant tothe new datasheet.

Note: The document number is made up of: 'Data Sheet No' + '-' + 'Sheet/Page No'. OnSave AVEVA Instrumentation will check that this document number is unique. If thecombination of Datasheet No and Sheet/Page No has been used an error messagewill be shown. To continue you will have to enter a unique combination.

Note: When adding further datasheets during the current session Instrument Engineer willremember the last Plant Area, Datasheet No and Form Type pre-filling those valuesin this form.

The Add a New Datasheet window is displayed for the newly created datasheet.



To assign a Tag Number (or multiple Tag Numbers if the catalogue datasheet was designedto allow for multiple tags). Either:

Click Assign or, double-click on an empty Tag Number record in the Tags list to display theAssign Tags window. Refer to Assign Tags To Datasheets for further information.

8.4 Edit Datasheet InformationThe Datasheet Information window is used to assign tags to each specific datasheet andedit information about the datasheet including its Datasheet Number (Document Number)and the revision information that appears in the datasheet title block.

The user can also use this window to edit tag data (double-clicking on any assigned tagnumber displays the Instrument Edit window).

To open the Datasheet Information window, with the Datasheets List open, click Edit in theRecords section of the Home tab.



The window is also displayed when assigning datasheets to an instrument tag or catalogueinstrument. Refer to Datasheet Assignment. There are five tabs in the bottom section of thewindow:

Note: The Last Edit field displays the date and time when the datasheet data was lastedited.The user name of the individual that performed the edit is displayed in a tool-tip when the mouse cursor is hovered over the field. Click the button in the field todisplay the Audit Manager, which will display a list of all the changes to the datasheetdata.

Assign a New Tag or Catalogue Instrument to the Datasheet

Double-click on any empty Tag Number record to display the Assign Tags To Datasheetswindow listing all tags or catalogue instruments previously added to the project InstrumentList that have NOT already been assigned to a datasheet.

Tags lists all tags assigned to this datasheet.

Note: The number of tags you can assign to a datasheet is defined in the DatasheetCatalogue for the current form type.

Note: When assigning a datasheet to an instrument tag or catalogue instrument, thetag or catalogue instrument in question is listed.

Revisions lists all revisions for this datasheet.

Notes lists notes assigned to the current datasheet.

User Fields lists user fields for the current datasheet.

Other lists additional fields for the current datasheet.



Note: To add a new tag to your project use the Instrument Engineer Instrument List.

Note: A Double-click on any Tag Number already assigned to a datasheet displays the Editwindow used for viewing/editing of detailed data as required. Refer to Edit a Tag inthe Instrument List for further information. This is the only window in InstrumentEngineer that allows changing of Tag Numbers.

Note: In the case of catalogue instruments, only a single catalogue instrument may beassigned to the datasheet. In other words, before assigning a different catalogueinstrument to a datasheet, the catalogue instrument currently assigned must first beunassigned (see below).

Reassign a Tag Position in the Current Datasheet

Drag and drop one tag onto the position of another to exchange their positions. This willautomatically move all tag data on the corresponding datasheet to the new column and/orrow positions next time the datasheet is updated.

Remove a Tag or Catalogue Instrument from the Current Datasheet

Select a Tag or Catalogue Instrument and click Un-assign.

Note: Removing a tag or Catalogue Instrument does not delete the tag or its data from theproject database. If you reassign the tag or Catalogue Instrument to anotherdatasheet of the same form type (e.g Venturi Tubes) the data will be inserted into thatdatasheet which is useful if you wish to move tags between datasheets.

Revisions Tab

The Revision Tab displays the revision history for the selected datasheet. The number ofrevisions displayed and the column descriptions can be changed using the Preferenceswindow. For more information refer to Options.



Note: Pressing the <Delete> key on any existing Revision will also delete the currentlyselected revision.

Saving

Changes made using this window are not saved until the Save command button is selected.

Note: AVEVA Instrumentation does not update the external Excel workbook file with yourchanges until either: the datasheet is opened using the Open command or updatedusing the Update command.

8.5 Assign Tags To Datasheets

8.5.1 Assign Tags from the Datasheet WindowDouble-click on an empty tag number record in the Edit Datasheet Information windowdisplays the Select Tag(s) to Assign to Datasheet window.

Add allows a new revision to be added to the current datasheet by displayingthe Revision Entry window. See Create a Revision.

Edit allows editing the currently selected revision by displaying the RevisionEntry window. See Edit a Revision.

Note: Double-clicking on any existing Revision will also bring up the revision entrywindow allowing the selected revision to be edited.

Delete allows deletion of the currently selected revision.



The Batch Assign Tags to Datasheet window shows all the tags that have NOT yet beenassigned to any datasheet.

The tags list can be filtered to enable easier access to tags: using standard grid facilities,plus the Match Operating Principle checkbox.

When the "Match Operating Principle" checkbox is checked, only those tags with the sameOperating Principle as the Catalogue type of the datasheet are listed. When the "MatchOperating Principle" checkbox is not checked all tags from the Instrument List which haveANY operating principle that is NOT blank (empty) are shown.

Note: Prior to creating datasheets AVEVA recommend you assign an operating principle toall tags that require a datasheet in the Instrument List as only those tags will appearin this window for assignment to a datasheet.

Assign a Tag to the current Datasheet

Double-click on a Tag Number to assign the selected tag to the current datasheet. You mayrepeat the double-click selection to assign more than one tag (if the current datasheet hasmultiple tags that are yet to be assigned).

Note: The selected tag(s) are allocated to the next available spare tag position on thedatasheet. If you wish to change tag positions then the tags can be dragged into anew position using the Edit Datasheet Information window.

To assign multiple tags to a datasheet type, click the Select checkbox for each tag you wantto assign.

Note: Use the column filters and the Select All toolbar command to select multiple tagnumbers.

OR:

drag each instrument record to the Tag No list (or drag all selected records).

Note: Initiate a Drag by selecting the white space to left of the Pin icon for each record. Ifmultiple Tag records are selected the Drag method will assign all the selected tags.

To Create Datasheets for all the Tags

Select a Catalogue Form type (right combo box).



Specify the document naming rules by selecting or entering data for at least on of thefollowing options:

(optionally) set the document number prefix (e.g. '07-DS-').

(optionally) select to use the Tag Number as part of the document number.

(optionally) specify a numeric value to append to the above values and whether youwish AVEVA Instrumentation to auto-increment the numeric value for each datasheet(e.g. '4001').

(optionally) specify if you wish to increment the Sheet No (instead of the documentNumeric identifier).

click Create.

Engineer will create new datasheets in the Datasheet List naming each datasheet documentby appending the prefix, tag number and the auto-incrementing numeric identifier fields (asdefined in this window) to create each datasheet.

To Remove Tags from the Tag No List

select a tag, then press the <Del> (Delete) key.

8.5.2 Assign Datasheets to Tags from the Instrument ListFrom the Instrument List (Main Instrument Engineer window):

Click the 'Datasheet No' cell command button that appears when the mouse hovers overthat cell for the required Instrument Tag:

The Add new Datasheet window is displayed as described earlier in this topic.

If an Operating Principle has been assigned AVEVA Instrumentation will attempt to find amulti-tag datasheet of the required datasheet type, otherwise AVEVA Instrumentation willprompt for a datasheet type. Once selected the window above will pop up asking for thePlant Area and Document No. Once entered AVEVA Instrumentation goes ahead andcreates the new datasheet, assigning the current tag used in the Instrument List.

Note: You can access any existing Datasheet directly from the Engineer Instrument List byclicking the 'Datasheet No' cell command button that appears when the mousehovers over that cell for any tag.

8.5.3 Batch Assign Multiple Tags to DatasheetsInstrument Engineer enables users to batch assign multiple tags to datasheets and socreate multiple datasheets using the Batch Datasheet Assignment grid. Each Batchassignment must use the same datasheet form type. Datasheet form types are defined inthe AVEVA Instrumentation Datasheet Catalogue Grid.

With the Datasheets List open, click Batch Assign Tags in the Tools section of theContextual Actions - Datasheets tab.



The Batch Assign Tags to Datasheet window shows all the tags that have NOT yet beenassigned to any datasheet.

To assign multiple tags to a datasheet type, click the Select checkbox for each tag you wantto assign.

Note: Use the column filters and the Select All toolbar command to select multiple tagnumbers.

OR:

drag each instrument record to the Tag No list (or drag all selected records).

Note: Initiate a Drag by selecting the white space to left of the Pin icon for each record. Ifmultiple Tag records are selected the Drag method will assign all the selected tags.

To Create Datasheets for all the Tags

Select a Catalogue Form type (right combo box).

Specify the document naming rules by selecting or entering data for at least on of thefollowing options:

(optionally) set the document number prefix (e.g. '07-DS-').

(optionally) select to use the Tag Number as part of the document number.

(optionally) specify a numeric value to append to the above values and whether youwish AVEVA Instrumentation to auto-increment the numeric value for each datasheet(e.g. '4001').



(optionally) specify if you wish to increment the Sheet No (instead of the documentNumeric identifier).

click Create.

Engineer will create new datasheets in the Datasheet List naming each datasheet documentby appending the prefix, tag number and the auto-incrementing numeric identifier fields (asdefined in this window) to create each datasheet.

To Remove Tags from the Tag No List

select a tag, then press the <Del> (Delete) key.

8.6 Delete Datasheet OptionsTo delete datasheets, select the datasheets in the Datasheets List and click Delete in theRecords section of the Home tab. The following window is then displayed:

Click Delete to continue or Cancel to exit.

8.7 Print DatasheetsSelected datasheets can be printed in batch mode from the Datasheets List:

• Select the datasheet(s) records to be printed.

Delete from List Only Delete the datasheet record from Datasheet List (doesnot delete the Excel spreadsheet - if it exists).

Delete Datasheet File Only Deletes any existing Excel spreadsheets (Does notdelete the datasheet record in the Datasheet List).

Delete from List and Datasheet File

Delete both the spreadsheet file AND remove thedatasheet record from Datasheet List.



• Select the number of copies to be printed from the Number of Copies in the Printingsection of the Contextual Actions - Datasheets tab.

• Select the required the print option from the Printing section of the ContextualActions - Datasheets tab:

Note: The spreadsheet file must already exist to be printed. You can use the Updatecommand on multiple datasheets to force the datasheet spreadsheet file to becreated and/or updated from the database. Update makes sure latest databaseinformation (e.g Revisions, Instrument List data changes such as Tag No, Service,P&ID etc.).

Note: Printing is handled by Microsoft Excel. To print datasheets you must have MicrosoftExcel installed on your workstation (AVEVA Instrumentation supports Excel 2000 to2007).

8.8 Datasheet Revisions

8.8.1 Create a RevisionTo create a revision for a datasheet:

• In the Datasheet Information window for the datasheet, click Add on the Revisions tab.• Or, select the datasheet in the Datasheet List and click Add Revision in the Actions

section of the Contextual Actions - Datasheets tab.

To create a revision for multiple datasheets:• Select the datasheets in the Datasheet List and click Add Revision in the Actions

section of the Contextual Actions - Datasheets tab.When revisions are added using this method the details entered in Revision Entrywindow are assigned to ALL selected datasheets.

The Revision Entry window is then displayed:

Print Sends the latest issue of the selected datasheet to the defaultprinter.

Print with Changes Sends the latest issue of the selected datasheet to the defaultprinter. The printed copy is printed with the changes madefrom the previous issue highlighted. Highlighted changes areas specified by the Datasheet Change Preferences window.

Print to PDF Prints the latest issue of the selected datasheet to a PDF filewhich is stored in the folder designated in the Project Datawindow.

Print to PDF Changes Prints the latest issue of the selected datasheet to a PDF filewhich is stored in the folder designated in the Project Datawindow. The PDF file highlights the changes made from theprevious issue. Highlighted changes are as specified by theDatasheet Change Preferences window.



Note: The Description field contains a list of all previously created revision descriptions.You can add a new description by entering any desired description. Any newdescriptions will be available in future Revision Entry.

Command Buttons

8.8.2 Edit a RevisionTo edit the current revision of a datasheet:

• In the Datasheet Information window for the datasheet, select the revision on theRevisions tab and click Edit.

• Or, select the datasheet in the Datasheet List and click Edit Revision in the Actionssection of the Contextual Actions - Datasheets tab.

To edit the current revisions for multiple datasheets:• Select the datasheets in the Datasheet List and click Edit Revision in the Actions

section of the Contextual Actions - Datasheets tab.When revisions are edited using this method the details entered in Revision Entrywindow are assigned to ALL selected datasheets.

The Revision Entry window is then displayed. Edit details as required.

Save Creates a new Revision with data entered in the Revision Details fields.

Note: When creating a new revision leaving the Revision No text box blank will causeDesigner to use the next revision number. e.g. if the current revision is "A", thenthe next is "B" or if current revision is "2", then the next is "3" etc.

Cancel Exits without saving changes or adding a revision.



8.8.3 Viewing and Editing Multiple Datasheet RevisionsTo view a list of all revisions of all datasheets in the Datasheet List, click Revisions in theActions section of the Contextual Actions - Datasheets tab. The Revisions window isdisplayed:

To view the revisions for a single datasheet, click on the + icon next to its listing.



To view revisions for all reports, click Show All Revs.

8.9 Datasheet IssuesTo issue a datasheet:

• Open the datasheet and click Issue.• Or, select the datasheet in the Datasheet List and click Issue in the Actions section of

the Contextual Actions - Datasheets tab.

select it and click Issue in the . A progress dialog for the issue is displayed:

If the report has already been issued at the current revision, or has had no revisions createdfor it, a message window is displayed to inform that the user that a new revision must becreated before issuing.

Click Cancel to cancel the issue or OK to create a new revision. Refer to Datasheet Revisions for further information on creating a new revision. Once the revision has been created, the issue procedure automatically resumes.

8.9.1 View a List of Previous IssuesAVEVA Instrumentation saves all previous Issues of datasheets which enables users toaccess any previous issued datasheets for information etc.

To see previous issues:



• Click Open Issues for Selected or Open Issues for All as required, accessible fromthe drop-down menu displayed by clicking the button next to the Issue button on theDatasheet window.

• Or, click Open Issues for Selected or Open Issues for All as required in the Actionssection of the Contextual Actions - Datasheets tab.

The Issues window appears:

Command Buttons:

8.10 Merge Datasheets into a Single DocumentMultiple datasheets can be merged into a single document which can then be published.

Open Open the selected issue in Excel.

Delete Deletes the selected issue.

Print Prints the selected issue(s).

Find Displays the Find window to search by any text string located anywherewithin the grid.

Filter Opens up an advanced Advanced Grid Filters window for you to definethe current grid view filter criteria.

Refresh Updates entire grid with latest database information (useful in multi-userproject environments).

Close Closes the window.



Documents created by merging datasheets are listed in the Documents List grid. Refer toDocument List for further information.

Datasheets are merged using the Document Information window which is accessible fromthe Datasheets and Documents List grids.

To merge datasheets from the Datasheets grid, select the datasheets to be merged, andclick To Document List in the Export section of the Contextual Actions - Datasheets tab.The Document Information window is displayed.

To merge datasheets from the Document List grid, click New to display the DocumentInformation window.

To change the datasheets assigned to an existing document, select the document from theDocument List grid and click Edit to display the Document Information window.

If the Document Information window is accessed from the Datasheets grid, thedatasheets that were selected are listed in the lower half of the window on the Main tab.Further datasheets can be added, or removed.

If the Document Information window is accessed by clicking New on the Document Listgrid, no datasheets are listed. Add datasheets as described next.

If the Document Information window is accessed by clicking Edit on the Document Listgrid, the datasheets previously assigned to the document are listed. Add or removedatasheets as required.

8.10.1 Assign Datasheets to the DocumentTo assign a datasheet to the document, click Assign DataSheet to display the SelectDatasheets window.



To select a datasheet, either double-click on it, or highlight it and click Select. The datasheetis then added to the list in the Document Information window.

8.10.2 Unassign Datasheets from the DocumentTo unassign a datasheet from the document, click on the datasheet in the list in theDocument Information window and click UnAssign DataSheet. The selected datasheet isthen removed from the list and from the document.

8.10.3 Enter Basic Document DetailsBasic document details are entered in the upper half of the Main tab.

Enter the number of the document in the Document Number field. The filename and pathof the document is displayed in the Document Publishing File field once the document issaved.

Note: The filename will be the same as the document name.

Select the file type from the Format list, PDF, Excel or Zip. The Zip format is a collection ofExcel files, one for each document sheet, in a .ZIP file. The PDF and Excel formats aresingle, multi-page files that include all the document sheets.

To select the datasheet that will be used as the front page for the document, click the Selectbutton next to the Front Sheet field. The DataSheet Catalogue window is displayed.



The Datasheet Catalogue window lists all those datasheets from the catalogue of the FrontSheet type. To create a new front sheet datasheet, click New. The Catalogue Informationwindow is displayed, in which details of the new datasheet can be entered. Refer to Add aNew Datasheet Definition for details.

To select a datasheet, either double-click on it, or highlight it and click Select. Once a frontsheet datasheet is selected, it is displayed in the Front Sheet field. Click the adjacent Clearbutton to de-select it and clear the field.

To generate an index sheet for the document, click Create next to the Index Sheet field. Astandard index sheet is then automatically generated for the document and is displayed inthe Index Sheet field. The Create button is then replaced by a View button. Click View toopen the index sheet in the Custom Report window from which it can be edited if required.Refer to Report Manager for details. Click the adjacent Clear button to delete the indexsheet.

To select the datasheet that will be used as the summary page for the document, click theSelect button next to the Summary Sheet field to display the Datasheet Cataloguewindow. To create a new Summary Sheet datasheet, click New. The CatalogueInformation window is displayed, in which details of the new datasheet can be entered.Refer to Add a New Datasheet Definition for details. Follow the same procedure as for frontsheets, as described above.

To select a datasheet, either double-click on it, or highlight it and click Select. Once asummary sheet datasheet is selected, it is displayed in the Summary Sheet field. Click theadjacent Clear button to de-select it and clear the field.

Revisions

Document revisions are added, edited and deleted using the Revisions tab.



Note: Revisions can also be added, edited and deleted from the Document List window.

To add a new revision, click Add to display the Revision Entry window.

The text field descriptions displayed are dependant on the setting made on the Preferenceswindow. For further information refer to Options.

Note: The Description pull down contains a list of all previously created revisiondescriptions. The user can add a new description by entering it. Any newdescriptions will be available for future revision entries.



Once a revision is created it is listed in the Revisions tab.

To edit a revision, select it and click Edit to display the Revision Entry window. Change therevision details as required and click Save.

To delete a revision, select it and click Delete. The revision is then deleted.

Note: New revisions, changes to revisions and deletions of revisions are not saved to theproject database until the Save button is clicked.

Title

Enter the document title text in the fields in the Title tab.

User Fields

Enter any user/project specific text in the fields in the User Fields tab.

Save Creates a new revision with the data entered in the Revision Detailsfields.

Note: When creating a new revision leaving the Revision No text box blank will causeAVEVA Instrumentation Document to use the next revision number. e.g. if thecurrent revision is "A", then the next is "B" or if current revision is "2", then thenext is "3" etc.

Cancel Exits without saving changes or adding a revision (as appropriate).



Notes

Enter any notes or remarks in the fields in the Notes tab.

8.10.4 Save and Publish the DocumentTo save the document and exit the Document Information window, click Save.

To save the document, exit the Document Information window, and publish the document,check the Publish on Save checkbox, then click Save.

The document is then published in accordance with the settings specified on the Main tab.A Progress window displays the progress of the procedure.



Note: Documents can also be published from the Document List window.

To exit the Document Information window without saving or publishing, click Cancel.

8.11 Datasheet PublishingDatasheets in the Datasheet List can be published, i.e. their Excel files saved to a pre-defined location.

PDF versions of the published datasheets may also be produced.

The folder that datasheets are published to, whether or not PDF versions of the publishedfiles are to be produced, and other options are specified using the Publishing Configurationwindow.

8.11.1 Publishing ConfigurationBefore datasheets can be published, a number of configuration options must be specified.

Select Setup > Datasheets Publishing Configuration from the Project tab. ThePublishing Configuration window is then displayed:



In the Publishing folder field, enter the folder into which datasheets are to be published, orclick … and browse for it.

If PDF versions of published files are to be generated using Excel, in addition to thepublished Excel files, check Publish as PDF.

If PDF versions of published files are to be generated using a PDF generator other than theExcel PDF writer, in the Executable to handle publishing field, enter the name andlocation of the executable file that will handle the publishing, or click … and browse for it. IfPublish as PDF is checked, this setting will be ignored.

For each published datasheet, an XML file containing selected datasheet data is alsoproduced in the publishing folder. To select the datasheet data that the XML file will include,click Add. A blank row is added to the area below this button. From the drop down list in thisrow, select the required datasheet data. Repeat for each type of datasheet data required.

To delete a row, select it and click Delete. A message will be displayed requesting that thedeletion be confirmed. Click Yes.

If no fields are selected, the XML files are not generated.

To save configuration changes and exit the window, click Save.

To exit the window without saving any changes, click Cancel.

8.11.2 Publish DatasheetsTo publish datasheets, select them in the grid and click To External System in the Exportsection of the Contextual Actions - Datasheets tab. Multiple datasheets can be selectedand published.

The datasheets will then be published to the publishing folder along with (optionally) thePDF and XML data files.



If PDF versions of the datasheets are to be generated using a PDF generator other thanExcel, this is opened and used to generate the PDFs instead.

Any errors that occur during the publishing process are reported in the Error Summarywindow.

Click Continue to carry on with the procedure or Cancel to stop it.

8.12 Import Datasheets from ExcelEngineer can import Excel spreadsheets, for example those from vendors or from otherdepartments (e.g Process department). Data imported from spreadsheets will replace dataon an individual cell/field basis. All differences between current and data to be imported ishighlighted to users enabling acceptance or rejection of the data, again on a field by fieldbasis.

8.12.1 Import DatasheetsTo import a datasheet into Engineer the following is mandatory:

• The Excel spreadsheet must be identical in layout to a Datasheet Catalogue definitionpreviously defined in Datasheets (ideally it would be Exported from the current AVEVAInstrumentation project using the Project > Export Datasheets command).

• The Excel spreadsheet file name (.xls) must be identical to a previously createddatasheet in the Datasheet List (the datasheet file name is in the format 'DocNo-Sheet'- that is: the document number + '-' + Sheet Number).

• The Excel spreadsheet file must reside on an accessible disk (either on a network,local hard disk or removable drive). Furthermore, if multiple spreadsheet files are to beimported we recommend they all reside in same directory/folder.

Note: The easiest way to satisfy the above criteria is to create the datasheet using theAVEVA Instrumentation Engineer application (this will satisfy items 1 and 2 above),then copy the created Excel spreadsheet to a directory for editing in Excel.

To import an Excel datasheet, with the Datasheets List open, click From Excel in theImport section of the Home tab.



The Datasheet(s) Import window is then displayed:

Note: The entry in the Datasheet folder field defaults to the folder selected during the lastimport.


Click the button to the right of the Datasheet Folder field to display the Browse for Folderwindow.



Select the folder that holds the datasheet (Excel spreadsheets) and click OK. TheDatasheet(s) Import window refreshes and displays a list of valid spreadsheets in theselected folder.

Note: In this context a Valid datasheet spreadsheet means the Excel spreadsheet filename (.xls) must be identical to a previously created datasheet in the Datasheet List.



To select a spreadsheet to import, select the Import checkbox (on left of each Datasheetfilename) then click Import. To Import All spreadsheets check the Select All checkboxabove the list then click Import.

Note: You can sort the list by clicking on the desired column header (e.g. In figure above:"Description" sorts by Description, "Datasheet" sorts by datasheet document name.

Clicking Import processes each selected spreadsheet and displays a detailed list ofProposed Changes, for example differences between data in the spreadsheets and thecurrent database.

To Cancel without importing click Cancel.

8.12.2 Accept ChangesFor each Excel spreadsheet selected for import a detailed list of differences is shown.

Note: The list in this window shows all values that are different between imported Excelspreadsheet and the AVEVA Instrumentation database. Values that are the same arenot listed.

Engineer only imports data with the Accept checkbox checked.

To accept all click on the Accept All checkbox. If necessary you can then scroll through thelist of all field values and check or uncheck on a field by field basis as required.

Note: The import is done on a per tag basis. The tag value is shown in parentheses afterthe field name, for example (13RV012.3) in the first line in above figure.



Tag numbers are never imported. The data from each imported datasheet is applied to eachtag that has already been assigned to each datasheet, refer to Assign Tags To Datasheetsfor further information.

To import the checked values click Import.

To Cancel any import for the current Excel spreadsheet click Cancel.

For both of the above commands, if multiple files are selected for import InstrumentEngineer will bring up the next files 'Delta Values' window. If you have selected multiple filesfor import you can stop all importing by clicking the Stop Importing command.

Note: To change the sort order in the list view click on the desired column header. e.g. clickon "Field" column to sort by the database field name or "Proposed Value" to sort bydata value of proposed import etc.

8.13 Document ListMultiple datasheets can be merged into a single document which can then be published.Refer to Merge Datasheets into a Single Document.

These documents are listed the Document List grid, from where they can be viewed, editedand published. New documents can also be created from this grid.

To open the Document List, click Select in the Grids and Schedules section of the Hometab.

Select Document List from the list of grids that is then displayed. The Document List grid isthen displayed:

Refer to Working with the Data Grid for information on the grid controls including selecting adocument record, and sorting and filtering the grid data.

Document details cannot be edited directly in the grid. They are edited using the DocumentInformation window, as described below.

Open a Published Document

Once a document has been published, it may be opened by clicking on the button that isdisplayed in the Publishing Path field when the mouse cursor is hovered over it.

If the document has not been published, a message is displayed informing the use of thiswhen the button is clicked.



Documents List Contextual Action Options

The following options are located on the Contextual Actions - Document List tab:

8.13.1 Delete DocumentsTo delete documents, select the documents from the Document List and click Delete in theRecords section of the Home tab. The Delete Document? window is then displayed:

Select the required deletion option:

Click Delete to proceed with the selected type of deletion.

Click Cancel to cancel the deletion.

Update Publishes the selected document. Refer to Publish Documents.

Revisions Displays a list of all documents and their revisions. Refer to Viewingand Editing Multiple Document Revisions.

Add Revision Displays a window for adding a new document revision. If multipledocuments are selected, a new revision may be added to each ofthese. Refer to Add and Edit Revisions for Single Documents andAdd Revisions to Multiple Documents.

Edit Revision Displays a window for editing the most recent revision of document.Refer to Add and Edit Revisions for Single Documents.

Refresh Sheet/Page Count

Updates the grid with the current sheet/page counts of the listeddocuments.

Delete from List Only Delete the document from the Document List but do notdelete any published document files.

Delete Document Only Delete published files but do not delete the document fromthe list.

Delete from List and Document

Delete from the Document List and delete any publishedfiles.



8.13.2 Publish DocumentsTo publish documents, select them in the Document List grid and click Update on theContextual Actions - Document List tab.

A message is then displayed to warn that files previously published from the document(s)may be overwritten. Click Yes to proceed with the publishing or No to cancel.

If Yes is clicked, the documents is then published in accordance with the settings specifiedon the Main tab of the Document Information window. A Progress window displays theprogress of the procedure for each selected document.

8.13.3 Document Revisions

Viewing and Editing Multiple Document Revisions

To view a list of all revisions of all documents in the Document List, click Update on theContextual Actions - Document List tab. The Revisions window is displayed:

To view the revisions for a single drawing, click on the + icon next to its listing.



To view revisions for all drawings, click Show All Revs.

To edit an existing revision click Edit. The Multi-Field Edit (Bulk Edit) window is displayed.

• To edit a revision field, check the appropriate checkbox and enter the new value. • Click Select all to select all fields for editing. • Click Copy first record's data to copy the values for the revision first selected in the

Revision window into the fields.• Once the required changes have been entered, click Save.

To add a new revision, click New. The Revision Entry window (described below) is thendisplayed. Enter the required details and click Save.

To delete a revision, select the revision and click Delete. A message will then be displayedrequesting that the deletion be confirmed. Click Yes to confirm the deletion or No to cancel.

Add and Edit Revisions for Single Documents

To add a new revision for a single document from the Document List, click Add Revision onthe Contextual Actions - Document List tab.

Note: Revisions can also be added and edited using the Revisions tab of the DocumentInformation dialog. Refer to Enter Basic Document Details for details.

The Revision Entry window is then displayed:




Note: The Description pull down contains a list of all previously created revisiondescriptions. The user can add a new description by entering it. Any newdescriptions will be available for future Revision entries.

Once a revision is created it is listed in the Revisions tab of the Document Informationdialog. Refer to Enter Basic Document Details for details.

To edit a revision, select it and click Edit Revision on the Contextual Actions - DocumentList tab. The Revision Entry window is then displayed. Change the revision details asrequired and click Save.

Add Revisions to Multiple Documents

To add a new revision to multiple documents, select the documents from the Document Listthen click Add Revision on the Contextual Actions - Document List tab.

The Revision Entry window is then displayed.

When revision entries are added using this method the Revision Entry window entries(below) are assigned to ALL selected datasheets.

Save Creates a new Revision with the data entered in the Revision Detailsfields.

Note: When creating a new revision leaving the Revision No text box blank will causeAVEVA Instrumentation Document to use the next revision number. e.g. if thecurrent revision is "A", then the next is "B" or if current revision is "2", then thenext is "3" etc.

Cancel Exits without saving changes or adding a revision (as appropriate).




Note: The Description pull down contains a list of all previously created revisiondescriptions. The user can add a new description by entering any desireddescription. Any new descriptions will be available in future Revision Entry.

If a datasheet does not have a current revision (i.e. no revision has previously been added)then a revision is created from the entered data. This first revision will become 'A'.

8.14 Datasheet Form Catalogue

8.14.1 Introduction to the CatalogueAll AVEVA Instrumentation Engineer are based on user definable Excel Worksheets that areused as templates for each datasheet.

The AVEVA Instrumentation Datasheet Catalogue defines all datasheet forms and theirdefinitions for each project including:

• Name of datasheet type and its Operating Principle.• Layout/Design (i.e. the name of Excel spreadsheet file).• Database table(s) used to store data within the AVEVA Instrumentation database.

Save Creates a new Revision with data entered in the Revision Details fieldsfor ALL selected datasheets.

Note: When creating a new revision checking the 'Auto Increment' checkbox option willcause AVEVA Instrumentation to use the next revision number. e.g. if the currentrevision is "A", then the next is "B", if the current revision is "2", then the next is"3" etc. This occurs for ALL selected datasheets which allows AVEVAInstrumentation to increment each datasheet revision based on each datasheetscurrent revision.

Cancel Exits without saving changes or adding any revision (as appropriate).



• Field definitions (one per spreadsheet cell is required).• Spreadsheet cell to database field mappings (using AVEVA Instrumentation

DataLinks).

The Catalogue Datasheet definition is complete when each cell in the datasheet is mappedto an AVEVA Instrumentation database field. Then when a project datasheet uses theCatalogue Datasheet all data entered into each datasheet cell can be saved to the mappeddatabase field and any data changed in the database can be updated back to eachdatasheet cell.

Suggested Workflow to create a new Catalogue Datasheet Template

Before adding any new entry into the Catalogue we suggest you first create your newdatasheet form layout in Microsoft Excel which is your new Excel datasheet template. Basethis on one of the Excel spreadsheet datasheets supplied with Engineer or you can copyany customised datasheet spreadsheet you may have already created.

By completing the layout in Excel you are also designing all the fields you will require in theAVEVA Instrumentation database, effectively one field per datasheet cell. You should payattention to fonts, justification and merged cells to complete the ideal form for your particularinstrument type. All physical attributes of the form including fonts, cell sizing/merging, cellformatting (bold, italics and justification etc.), print setup, margins, colours, shading etc. arecontrolled by this Excel template. There is no control of formatting/layout within AVEVAInstrumentation which just transfers data between the spreadsheet cells and the AVEVAInstrumentation database.

Once you are happy with the new spreadsheet layout (and it is approved by your projectteam!), you should then register it in the Datasheet Catalogue Grid by following theinstructions in Add a New Datasheet Definition Definition. When registering the newCatalogue datasheet AVEVA Instrumentation will allow you to copy your new spreadsheet tothe template folder for the current project. (the template folder name can be found byselecting the Project > Edit option from the Datasheets List (Main Datasheets Window).

Once the new Catalogue Datasheet template is registered you should open this datasheettemplate in Design Mode from the Datasheet Catalogue Grid List and define Map DatabaseFields to Datasheet Cells. The step shows AVEVA Instrumentation which database fieldsare linked to each spreadsheet cell so AVEVA Instrumentation can update each cell withdatabase data (& vice versa).

Note: AVEVA Instrumentation can only save data to/from the project database/Excelworkbook if a worksheet cell is mapped to a database field. Any other data will not besaved.

Finally while in the Design Mode Assign a PickList to a Cell for more efficient data entry.

When this is completed your new datasheet template is ready for use on the project!

8.14.2 Datasheet Catalogue GridThe Datasheet Catalogue grid is used to create new datasheet form definitions and to editexisting definitions and templates.

To open the Datasheet Catalogue grid, click Select in the Grids and Schedules section ofthe Home tab.

Select Datasheets under the Catalogues heading from the list of grids that is thendisplayed. The Datasheet Catalogue grid is then displayed:



The Datasheets Catalogue grid shows information about each datasheet's form definition.

Datasheet Catalogue Contextual Action Options

The following options are located on the Contextual Actions - Datasheet Catalogue tab:

8.14.3 Add a New Datasheet DefinitionIt is recommended that you first create the Excel spreadsheet layout in Microsoft Excel (97to 2007) prior to adding your new template form to the AVEVA Instrumentation DatasheetsCatalogue as described below. The fastest way to do this is to copy an existing Datasheetspreadsheet provided with Instrument Engineer (or copy one previously created or modifiedfor your project).

Records Section

Refresh


New

Edit

Delete

Actions Section

Open Opens the selected datasheet definition for editing in order to add ormodify database field to workbook/worksheet cell mappings and toassign PickLists to cells. Refer to Map Database Fields to DatasheetCells and Assign a PickList to a Cell.

Open In Excel

Opens the selected datasheet template in excel.Also available from a drop-down menu accessed by clicking the arrownext to the Open option.

Printing Section

Number of Copies

Used to select the number of copies to be printed using the Print Formsoption.

Print Forms Prints selected empty (blank) Catalogue templates (the datasheet Excelspreadsheet template).



To add a new Datasheet definition to the project Catalogue, with the Datasheet CatalogueGrid grid open, click New in the Records section of the Home tab.

The Select Catalogue Type window in then displayed:

Select the type of datasheet definition to be created and click OK. The CatalogueInformation window is then displayed.

The version of the Catalogue Information window displayed above is that displayed if theselected datasheet definition type was "DataSheet". If the selected type was Front Sheet orSummary Sheet, a different version is displayed:



Note: The ... button at the end of the File Name field can be used to locate any existingspreadsheet file and to copy the selected file to the project datasheet template folder.You can use any existing Excel file, including Excel workbooks with multipleworksheets.

The template folder for the current project is listed on the Project Data window, accessed byselecting Edit Project on the Project tab.

To Copy an Existing Form Definition

A new form definition can be copied from any other form in the current project or fromanother AVEVA Instrumentation project.

To copy an existing form select the Copy Definition button to display the Copy ExistingDatasheet Definition window which allows you to select an existing datasheet form.

After selecting the form type that window is closed and you are returned to this 'CatalogueInformation' window. If you have copied from the current project you will need to change theForm Name and File Name to proceed.

When this definition is saved the existing form definition is copied including the Excel fileand its field to cell mappings. At this point you can edit the new (copied) form to changelayout, field mappings etc. if desired.

Manually Create a New Form Definition from Scratch

1. Enter a new Form Name for the new form.2. Enter a useful Description that describes the new form.3. Enter the Number of Tags that will be entered on this form. This is not relevant to Front

Sheet and Summary Sheet definitions and therefore the field in question is notdisplayed.

4. Enter the Excel spreadsheet file name. The file must exist in the Project Datasheetstemplate directory.

5. Select the file format (.xls or .xlsx).

Note: You may use the ... button at the end of the File Name field to locate any existingExcel file. The file will then be copied to the template folder for the AVEVA



Instrumentation project for you and renamed to match the 'Form Name' entered inthis window.

6. Enter the spreadsheet cell dimensions (Number of columns and Rows) - this is used tolimit AVEVA Instrumentation's view of each template to those dimensions. This restrictsviewing to only the number of columns and rows entered here.

7. Select a Principle of Operation which best describes the type of instrument(s) to bespecified on this datasheet. The Operating Principle is used to auto-match instrumentsfrom the instrument list with this new form type definition.When completed click Save tosave the definition information or Cancel to exit without saving. This is not relevant toFront Sheet and Summary Sheet definitions and therefore the field in question is notdisplayed.

8.14.4 Datasheet Definition InformationThe Datasheet Definition Information window allows access to the Catalogue datasheetdesign definition. The window is accessed from the Datasheet Catalogue Grid:

Note: Once a Catalogue datasheet is created (using the NEW command from theDatasheet Catalogue), certain fields (Form Name, File Name) cannot be edited.

Use the ... button at the end of the File Name field to open the Excel file for editing inMicrosoft Excel.

Use the Spreadsheet Layout data to define the Number of Column and Rows in the Excelfile. This restricts viewing to only the number of columns and rows entered here.

Command Buttons

Save Saves the definition to the database and close the window

Cancel Closes the window without saving changes



8.14.5 Copy Existing Datasheet DefinitionWhen creating a new form type (Catalogue Datasheet) in AVEVA Instrumentation you cancopy any existing form definition by selecting the Copy Definition button on the Add a NewDatasheet Definition window when creating a new Catalogue form type.

A list of existing Catalogue Datasheet forms to copy from is displayed.

To copy an existing form definition, double-click on the form record in the window above.

By default the list initially shows forms from the current project, however the Select aProject button enables you to copy an existing form from any other AVEVA Instrumentationproject.

Note: AVEVA Instrumentation also provides a command from the Datasheet Catalogue Listthat enables copying multiple Catalogue Datasheet definitions from another AVEVAInstrumentation project.

After selecting the form type, the window is closed and the Catalogue Information window isdisplayed again. When that window is saved, the existing form definition is copied, includingthe Excel file and field to cell mappings (DataLinks).

8.14.6 Map Database Fields to Datasheet CellsThe Datasheet Design window allows access to add or modify the database field toworkbook/worksheet cell mapping for each datasheet in the Datasheet Catalogue. Thewindow is accessed from the Open option on the Contextual Actions - DatasheetCatalogue tab, and shows the datasheet form layout as previously created using MicrosoftExcel:



There are two main areas on this window:

Datasheet Layout

The left area contains the spreadsheet layout and shows each cell as previously defined inMicrosoft Excel. You cannot change the layout from AVEVA Instrumentation Datasheets thismust be done from Microsoft Excel. The grey coloured cells indicate which cells have beenmapped (or linked) to a database field as previously defined in Datasheets Database TableDesign window.

Note: To see which DataLink (field) is mapped to a particular cell click in the cell and the listview will highlight the DataLink. In the figure above the user selected cell F-16 andthe List view highlighted the Field10 field in the Instrument Properties table for Tag1.The feature works only when the used checked is checked (see below).

DataLinks List View

The right area contains a list of all DataLinks (database fields) previously defined in AVEVAInstrumentation Datasheets Database Table Design window. This also contains systemfields that are predefined in Datasheets to enable access to data in:

Instrument List example: Tag Number, Instrument Service, Line or EquipmentNumber, Manufacturer, Model Number etc.

Datasheet List example: Datasheet Document No, Title, Last Revision etc.

Datasheet Revisions example: Revision 1, Description, By, Checked, Revision 2Description, By Checked etc.

Process Data example: PressureMax, PressureMin, TemperatureMax etc.

Generic DSHData example: Field01, Field21, Field50 etc.



Note: Data should be mapped to Instrument List, Process Data and Datasheet/Revs Listfirst. Once these common fields are mapped then map any remaining cells to theGeneric fields in the DSHData table. DSHData is used a generic database locationfor all datasheet information that lies outside Process Data and Instrument List data.These fields can have their captions renamed for each specific datasheet form typeso that users can identify their contents when importing data for viewing multiple tagdata using the View by Form Type command.

Note: New properties and the fields to be used to represent them can be user-defined forequipment. Refer to 8.15.1: Add New Property Definition. See also the NewProperties Command button (described below)

Note: The Print command in this window prints the datasheet form with Datalink mappings.

When the Design window is first shown the DataLinks List view show used DataLinks only.

Note: You can sort the lists by clicking on the column header (e.g. In figure above: "Table"sorts by Table name, "Field" sorts by field name, "Tag" sorts by tag name etc.).

Whether used or unused DataLinks are displayed is controlled by the Used checkbox. Toview only unused DataLinks, uncheck the Used checkbox. To display both used and unusedDataLinks, clear the Used/Unused filter by clicking on the clear filter criteria button next tothe Used checkbox.

Map a DataLink to a Cell

Drag the required DataLink from the Fields list to the desired cell and drop the DataLink ontothe cell. If the mapping is successful the cell will become

Note: If the DataLink is for the first (Tag1) of a multiple tag datasheet then drag and dropof a Tag1 field will auto assign all other DataLinks of the same field name if both Tag1TagNo and Tag2 TagNo fields are already mapped. Example: In the figure above weare dragging the PressureMax for Tag1. If the "Automatic Copy for multiple Tags"checkbox (at top of window) is checked then Datasheets will attempt to assignDataLinks for PressureMax to Tags 2, 3 and 4 also using the row/column offsetbetween Tag1 and Tag2 to offset the other fields. The feature makes assigningmappings for multi tag datasheets far more efficient.

Note: We recommend you sort the DataLink list view by Field to more easily identify thefields you are mapping.

Unmap or Unassign a Mapped Cell

Right-click on the desired cell already mapped to a DataLink to display a pop-up menuwhich includes an option to "Delete DataLink".

Note: You can select multiple cells or ranges and delete multiple Datalinks using thiscommand (hold the Ctrl key down to select multiple cells).



Command Buttons

Once saved the new or modified Catalogue Form is ready to be used by your project team.We recommend testing the mappings thoroughly prior to use on your project. If necessaryyou may change mappings (delete and/or add) as required.

Note: You should not modify these cell/field mappings for a datasheet type at the sametime other users are accessing datasheets of the same Catalogue type. e.g if you aremodifying mappings for Orifice Plates let other uses know not to work on any OrificePlate datasheets!

Change Field Captions

When mapping cells to generic fields such as those from the DSHData table users candefine their own field captions for when AVEVA Instrumentation displays the data outsidethe normal Datasheet view (Excel Worksheet like display). Browse by Form Type andDatasheet Import will by default show the AVEVA Instrumentation field name, however, auser defined caption is shown instead if a caption is defined.

To define a user caption/description, after a Cell is Mapped to a field.

With the 'Used' DataLink Type option selected double-click in the List view on any linkedcell.

AVEVA Instrumentation will put the 'Caption' column into edit mode enabling you to enter acaption/description (or paste from the Windows clipboard):

Save Saves your mappings to the database.

Print Opens the datasheet excel file in a print preview window with all themapped field names populated in their respective cells.

Zoom Zooms the Datasheet Layout area according to the value selected

from drop down. Use buttons to decrement or increment thezoom by 10.

New Properties

Opens a sub-menu with the following options:

New Instrument Data Property

New Process Data Property

Auto Create Properties

The first two options open the Property Definition window for creatinga new Instrument or Process data property as appropriate. Refer to8.15.1: Add New Property Definition for details.

The Auto Create Properties option opens the Auto Create Propertieswindow, used to create multiple new properties with attributes derivedfrom headings on the datasheet. Refer to 8.14.8: Auto CreateProperties for details.

Close Closes the window and confirms to save any changes made.



8.14.7 Assign a PickList to a CellOnce a PickList has been defined (refer to Using PickLists) the it can be assigned to cellswithin the datasheet for use during data entry.

While in the Datasheet Design window (accessed from the Open option on the ContextualActions - Datasheet Catalogue tab) you can right-click on any cell that has already beenmapped to a database field to display a pop-up menu:

Select the Add Picklist option, then select the PickList name from the fly-out menu.

To define new PickLists select Add Picklist > Add New PickList and in the resulting textbox enter the name of new picklist you want to add and press enter to finish. (To define newitems or modify existing items in a PickList refer to Using PickLists).

To delete an existing picklist just select Delete Picklist from the pop up menu.

8.14.8 Auto Create PropertiesTo create multiple new properties with attributes derived from headings on the datasheet,click New Properties then Auto Create Properties. The Auto Create Properties window isthen displayed:



Click on the datasheet headings from which the attributes of the new properties are to bebased. As each heading is clicked on, default details derived from the heading text are listedin the window. For example:

The default object type is InstrumentData. If required, change this to Process Data byselecting ProcessData from the list of values available in the Object Type fields.

The rest of the default details can either be edited as described below, in the PropertyDefinition window, accessed or by clicking on the button in the Edit field. Refer to 8.15.1:Add New Property Definition for details.

Specfiy Details of New Properties

If required, change the object type as described above.

The default property names and captions are copies from the selected heading text. Editthese as required by direct entry into the Property Name and Caption fields.

If a property is of the Process_Data object type, if the new property has units, check the HasUnits checkbox (not used for InstrumentData property types).

The default data type is Text. Specify a different data type in the Datatype field if required.



To auto map a new properties to the datasheet cell to the right of the heading from which itwas derived, check the AutoMap checkbox. Check the AutoMap All checkbox to check allthe AutoMap checkboxes.

To remove a property from the window, select it and then click Delete.

Create the New Properties

Click the Create button. The new properties will then be created (and mapped to datasheetcells for those properties where this option was selected).

For properties of the Process_Data type that had their HasUnits checkbox checked, aproperty definition for the units of the new property is automatically created at the sametime.

The name of a units property definition will be the name of the new property suffixed with theunits suffix specified in the Please enter a new Units Suffix window accessed from theProperty Definitions window (see Preferences - the default suffix is “Units”). The data type ofunits property definitions is text. Neither this or the name may be changed.

A report listing details of the created properties will be displayed:

8.14.9 Import Catalogue From Other ProjectEngineer allows importing of Catalogue Datasheets (form definitions) from another AVEVAInstrumentation project in a multi project environment.



Import Catalogue Datasheets from another Project into your Current Project

With the Datasheet Catalogue Grid open, select From Other Project in the Import sectionof the Data Management tab to display the Select Project window. Select the project fromwhich the Catalogue Datasheets are to be imported are defined.

After selecting the project, a window containing a list of all catalogue forms within theselected project is displayed:


Select the Catalogue Datasheet(s) you want to import and click Import in the Toolbar at thetop of the window.

AVEVA Instrumentation will copy the selected catalogue forms from the selected project toyour current project including their DataLinks (Database field/cell mappings).



8.14.10 Deleting a Datasheet DefinitionTo delete a datasheet definition from the Datasheet Form, click Delete in the Recordssection of the Home tab.

If the definition has been used to define a datasheet it cannot be delete and the followingmessage is displayed:

If the definition has not been used to define a datasheet, the Delete datasheet window isdisplayed:

If the definition is to be deleted from the list in the Datasheet Catalogue grid, but its Excel fileis not to be deleted, click Delete from List Only.

If the Excel file of the definition is to be deleted, but the definition is not to be deleted fromthe list, click Delete Datasheet File Only.

If the definition is to be delete from the list, and its Excel file is to be delete as well, clickDelete from List And Datasheet File.

After the required option has been selected, click Delete to proceed with the deletion. ClickCancel to cancel the deletion.

8.15 Property DefinitionsAVEVA Instrumentation supports user defined properties for use when creating instrumentdatasheets and when defining instruments. These properties enable users to createmeaningful attribute names for data that has no other logical property or field within theproject database. Properties can belong to one of two Property Type groups:

• Instrument Properties• Process Properties.



Once created, a new property can be assigned to a catalogue datasheet. When datasheetsbased on that catalogue datasheet are created, data can be assigned to that property.

The new property will also be displayed on the Properties tab of the Instrument andCatalogue Instrument details windows and in the Process Data grid in Process Engineer,enabling data to assigned to that property for an instrument.

Note: If the user has a Catalogue Datasheet open at the same time as creating a new field,the new field does not display until the datasheet is closed and then re-opened.

To display the Property Definitions window, select Setup > Property Definitions from theProject tab:

Select InstrumentData from the Object Type list to view instrument properties andProcessData to view process properties.

8.15.1 Add New Property DefinitionTo add a property definition, with the appropriate properties list (instrument or process)open, click New to display the Property Definition window.

For instrument properties:



For process properties:

Enter values in the Property Name and Caption fields. The Property Name is mandatoryand a message is displayed if no value is entered into the field.



If no value is entered in the Caption field the value in the Property Name is used.

Select the data type of the property (text, numeric (decimal), numeric (integer) or True/False) from the Data Type list.

If the property type is process, if the new property has units, check the Has Units checkbox(not present for instrument property types).

If data entered for the new property is to be restricted to the values in a pick list, click thebutton in the Pick List field. The Select Picklist window is then displayed:

Select the required picklist by double-clicking on it or clicking on it and clicking Select. Thewindow then exits and the selected picklist is displayed in the Pick List field.

If a numeric data type was selected in the Data Type field, the minimum and maximumvalues that may be entered for the property may be specified in the Minimum Value andMaximum Value fields.

For any data type except True/False, entries for the property may also be validated againsta regular expression entered in the Regular Expression field.

Click OK to return to the Property Definition window.

When all the required data for the property definition has been entered, click OK to return tothe Property Definitions window, where the new definition will now be listed.



If the property type is process, if the Has Units checkbox was checked, a property definitionfor the units of the new property is automatically created at the same time.

The name of a units property definition will be the name of the new property suffixed with theunits suffix specified in the Please enter a new Units Suffix window (see Preferences - thedefault suffix is “Units”). The data type of units property definitions is text. Neither this or thename may be changed.

8.15.2 Edit Property DefinitionTo edit an existing Property Definition, select from the list and click Edit. The PropertyDefinition window will be displayed with the fields populated.

The Property Name field cannot be edited. All other attributes may be edited. Click Save toexit the window and save any changes.

8.15.3 Delete Property DefinitionTo delete a Property Definition, select from the grid list and click Delete. If the property iscurrently being used a message will be displayed warning the user that all the referencesassociated with the property will also be deleted.



Click Yes to continue with the deletion and return to the Property Definitions window. Thedeleted Property Definition will be deleted and removed from the grid view.

Click No to cancel the deletion and return to the Property Definitions window.

If the selection has no references associated with it, a message will be displayed asking theuser to confirm the deletion.

Click Yes to confirm the deletion and return to the Property Definitions window. Thedeleted property will be removed from the grid view.

Click No to cancel the deletion and return to the Property Definitions window.

8.15.4 Merge Property DefinitionsProperty Definitions can be merged together by selecting the items to be merged in the gridview and clicking Merge Properties. The Property Merge window will be displayed.

The user can now enter a value for the Merged Property Name and Merged PropertyCaption. The Merged Property Name is mandatory and a message is displayed if no valueis entered into the field.



Click OK to return to the Property Merge window.

If no value is entered for the Merged Property Caption field the value given to the MergedProperty Name is used.

The user has the option to delete the selected properties after the merge and keep only themerged property or to keep the selected properties and add the newly merged property tothe grid list. To delete the selected properties check the Delete existing Properties box.

Note: If the Delete existing Properties box is checked, all references will be set to thenew property.

The user must check one of the radio buttons in the bottom pane to select which one of theexisting properties values will be saved to the newly merged property.

8.15.5 Import Property DefinitionsProperty Definitions can be imported from another project by clicking Import. The user willbe asked to select a project to import the properties from. If the properties are the same inboth projects a message is displayed informing the user that there are no properties toimport in the selected project.

Click OK to return to the Property Definitions window.

When differences are found by the import process the Property Definition Import windowis displayed listing the differences in the grid view.



The user can now select individual properties to import by clicking their relevant checkboxesor choose all the properties by clicking Select all. Clicking Cancel will return the user backto the Property Definitions window without merging any properties.

Click Import to start the import process. A progress bar will be displayed followed by theImport Log window.



The Import Log shows the user the import status and displays the successfully importedfiles in the grid view.



Clicking Close, closes the Import Log window and returns the user back to the PropertyDefinitions window. The imported definitions will be displayed in the grid view.

8.15.6 PreferencesClicking Preferences displays the Please enter a new Units Suffix window.

Enter a new suffix for the names of automatically generated units property definitions forprocess property definitions with units (see Add New Property Definition). Click Save. Allunits property definition names are automatically updated to include the new suffix.




Instrument Engineer User GuideInstrument Catalogue

9 Instrument Catalogue

Many instruments created for a project will have very similar attributes. For example, theremay be dozens of control valves with very little difference between them except for their tagnumbers.

To reduce the amount of repetitive data entry that specifying these items this wouldotherwise entail, a catalogue of user-defined instrument definitions can be set up. When aninstrument is being created, selected data from a catalogue definition can be copied to thenew instrument. This definition can be copied to all the instruments with similar attributes,e.g. similar control valves.

Refer to Manually Add a Tag to the Instrument List the procedure for copying data from acatalogue instrument.

9.1 Instrument Catalogue GridCatalogue instruments are viewed in, and are created and edited from, the InstrumentCatalogue grid.

To open the Instrument Catalogue grid, click Select in the Grids and Schedules section ofthe Home tab.

Select Instruments under the Catalogues heading from the list of grids that is thendisplayed. The Instrument Catalogue grid is then displayed:

Refer to Working with the Data Grid for information on the grid controls including selectingan instrument record, and sorting and filtering the grid data.

Edit Data in the Grid

To edit data the user can either double-click on an instrument record, or select it and clickthe Edit command button. The user can also edit most column data directly in the Grid itselfby selecting the cell and entering a new value, select a value from a Pick list etc.

The list of values comprising each picklist generally consists of those values from UsingPickLists, and any value that has been entered in the field in question. In other words,manually entering a value into the picklist field will add that value to the picklist for futureuse.



Note: Any value manually added directly into a grid picklist is not added to the picklist'svalue list until the Refresh toolbar command is used or the grid is re-loaded (e.g.Instrument Engineer is re-started).

Columns with a yellow coloured background, i.e. Name and DataSheetNo cannot be editeddirectly in the grid. Datasheet No column fields includes a button for use in assigning,viewing and editing datasheets for catalogue instruments. Refer to View/Edit InstrumentDatasheets.

9.2 Add a New Catalogue InstrumentTo manually add a catalogue instrument to the project, click New in the Records section ofthe Home tab to display the Add New Catalogue Instrument window.

Enter a project unique name for the catalogue instrument in the Name field.

Complete the rest of the fields with the data that is to be available for copying to projectinstruments creating using this catalogue instrument.

For guidance on completing these fields, refer to Manually Add a Tag to the Instrument List.

Note: A datasheet may be assigned to a catalogue instrument. When an instrument iscreated using the catalogue instrument, the selected datasheet may also beassigned to the new instrument. Refer to View/Edit Instrument Datasheets.

Click Save to create the new catalogue instrument. The new catalogue instrument will thenbe added to the list of catalogue instruments in the grid.



9.3 Edit a Catalogue InstrumentTo edit a catalogue instrument, highlight the record in the grid and click Edit in the Recordssection of the Home tab to display the Edit window.

Note: Double-clicking the record in the grid view also displays the Edit window.

Amend the details as required. For guidance on changing the data in the fields, refer toManually Add a Tag to the Instrument List.

Click Save to save the changes.

9.4 Import Catalogue Instruments from another ProjectCatalogue instruments may be imported from another AVEVA Instrumentation project in amulti-project environment.

With the Instrument Catalogue open, click From Other Project in the Import section of theData Management tab to display the Select an AVEVA Instrumentation Project window.Using this window, select the project from which the catalogue instruments are to beimported.

After selecting the project, the Instrument Catalogue Import window containing a list of allcatalogue instruments within that project is displayed:




Click the Select checkbox for those catalogue instruments that are to be imported. ClickSelect All if all are to be imported.

Click Next >.

All the selected catalogue instruments are then validated. If any of the catalogueinstruments are found to be invalid, they are listed in the next window, for example:



Catalogue instruments are invalid if:• They have the same name as a catalogue instrument in the current project (i.e. the

project being imported into). Catalogue instrument names must be unique within aproject.

• They are assigned to a datasheet that already exists in the current project.• They are assigned to a datasheet with a form definition which does not exist in the

current project.• They are assigned to a datasheet with a form definition that does exist in the current

project, but which has different data mappings.

If all selected catalogue instruments are valid or all are invalid, the window will display amessage informing the user of this.

Click Import to proceed with the transfer of the valid catalogue instruments. The button willbe disabled if no valid catalogue instruments are found.

The import Progress window is displayed:

As each catalogue instrument is imported, it is added to the Instrument Catalogue grid.



Once the import is complete, an import log listing the catalogue instruments that have beensuccessfully imported is displayed:

Click Close to exit the import wizard.


Instrument Engineer User GuideExports

10 Exports

This section describes the export options available on the Data Management andContextual Actions tabs.

10.1 Export to ExcelThe export contents of all the grids and catalogues accessible from the Select option on theHome tab can be exported to an Excel spreadsheet with same layout of columns and rows.

Data can also be exported to an Excel spreadsheet from a number of windows that displaydata in a grid.


10.2 Export to XPS and PDF FilesThe export contents of all the grids and catalogues accessible from the Select option on theHome tab can be exported to PDF and XPS files.


10.3 Export Selected Datasheet FilesThe datasheet files (.xls files) of datasheets selected in the Datasheet list grid can beexported to:

• a folder specified at time of export with file names formed from the document numberand sheet number in the normal way, and

• a pre-defined folder or folders with file names in a pre-defined, user-defined format.The folder(s) and the file name format are specified using facilities accessed from theSetup menu of the Project tab, as described below.

Datasheet files can be exported with or without changes made since the last issuehighlighted.

The .xls files of the selected drawing must be present in the Datasheet folder of the project.

10.3.1 Export Datasheets to a Specified FolderSelect the drawings in the Datasheets grid.

On the Contextual Actions - Datasheets tab, click Selected Datasheets in the Exportsection, then Copy/Archive to a Folder from the menu that is then displayed

If changes made since the last issue are to be highlighted, click Copy/Archive to a Folderwith Previous Issue's Changes highlighted instead.



A standard Windows Browse For Folder window is then displayed:

Use the window to select the folder to which the datasheets are to exported and click OK.

The export of the selected datasheets then takes place. A message is displayed when theexport is completed, for example:

10.3.2 Export Datasheets to Pre-Defined Folders with File Names in a Pre-Defined FormatBefore datasheets can be exported using this option, the folder or folders to which they areto be exported and the format of the datasheet file names must be defined.

Setting the Folder Name and File Name Folder

To specify the folder and sub-folders that drawings are to be exported into, and the filesnames that they will be given, click Setup on the Project tab. On the Setup menu, clickExport File Name/Folders.

The File Export Settings window is then displayed:



In the Root Folder field, enter the root folder under which the sub-folders that contain theexported files are to be located. Click the … button to browse for the required folder.

If no sub-folders are specified, as described below, all the files will be exported into thisfolder.

To specify the sub-folder structure, select the drawing attributes that will define the names ofthe sub-folders and from the Sub Folder list.

To select an attribute, check the appropriate checkbox. The selected attribute is thendisplayed in curly brackets in the field below the list.

As required, enter delimiter characters or text between the selected attributes in this field.

To specify the file name format of exported drawings, follow the same procedure as for sub-folders, but using the File Name list and field.Example:

In the example above, a Sub Folder structure of {ProjectNo}-Area{AreaNo} and a file nameformat of {DocNo}-{Sheet}-{Rev} have been selected. The selected root folder is "C:\AIDatasheets".



Using these settings, from a project called "Project1", drawings are exported with thefollowing details:

This will result in the creation of folder structure and files as follows:

C:\AI Datasheets (root folder)

Project1-Area00 (sub-folder)

ABC123-1-RevA.xls (exported datasheet file)

Project1-Area01 (sub-folder)

XYZ890-1-RevB.xls (exported datasheet file)

Exporting Datasheets

Select the datasheets in the Datasheets Grid.

On the Contextual Actions - Datasheets tab, click Selected Datasheets in the Exportsection, then Copy to User Defined Names from the menu that is then displayed.

If changes made since the last issue are to be highlighted, click Copy to User DefinedNames with Previous Issue's Changes highlighted instead.

The export of the selected datasheets then takes place. A message is displayed when theexport is completed, for example:

10.4 Export to AVEVA NETAVEVA Instrumentation Engineer includes facilities to export files of item data and reportPDF files for import into AVEVA NET.

The following can be exported:• Instruments data• Loops data• Datasheets data• Process data• Documents data• Reports and associated item data (i.e. of the items on the reports)

Area Document Number Sheet Number Revision

00 ABC123 1 A

01 XYZ890 1 B



The files produced by the exported can subsequently be imported into AVEVA NET Portal(refer to AVEVA NET documentation for details).

10.4.1 AVEVA NET Export ConfigurationBefore files can be exported for AVEVA NET, the export must be configured.

From the Project tab, click Setup, then Publish to AVEVA NET Configuration. TheAVEVA NET Export Configuration window is then displayed.

Instrumentation data of various types and from different sources can be exported to AVEVANET, for example instrument data or data from reports. From the Name field, select the typeof data export to AVEVA NET to be configured.

If a log file is to be generated for the export type, check the Log Enabled checkbox.

The Log File field will then become enabled. In the field, specify the file name and thelocation of the log file (a .txt file). Click the adjacent button to browse for the required folder.

In the Staging Area field, specify the top level folder into which files are to be exported.Click the adjacent button to browse for the required folder.

If the Create Trigger File checkbox is checked, a trigger.start file (an empty text file) iscreated in the staging area folder for each file type. The purpose of the trigger.start file is totrigger the AVEVA NET Portal’s import controller to automatically process all the files thatreside in the same folder.

If, for every object being exported, a separate output file is to be generated, check theOutput File Per Object checkbox.

To select mapping files for the export of data and specify other settings, click Settings. TheNon-CAD Mapping Configuration window is then displayed.



The mappings between Instrumentation data and AVEVA NET Portal format data are storedin XML files, one for each of the types of mapping:

• Object Mapping• Class Mapping

For details of these files, refer to AVEVA NET Export Configuration Files.

Click the appropriate … button to browse for the required mapping file.

Click the open file button to open the selected file. It will open in the default text editor,for example Notepad.

If no file is specified in the field, a new, blank .txt file is opened. If you specify a file that doesnot exist, you will be asked if you wish to create that file at the specified location. If you clickYes, a new blank .txt file is created and opened for editing.

To populate the fields with the default mapping files supplied with AVEVA Instrumentation,click Copy Sample Files.

10.4.2 Export Data from GridsTo export data from the Instrument List, Loop List, Datasheets List, Process Data grid andDocument List grid, select the items from the grid and from the Data Management tab, clickPublish to AVEVA NET in the AVEVA Integration section.

The Export To AVEVA NET window is then displayed, showing the progress of the import:

Once the export is completed, the Export Report window is displayed, listing the items forwhich a data export was requested and whether or not that export was successful or not.



10.4.3 Export Reports and Associated DataTo export reports and associated data, in the Reports section of the Home tab, click ReportManager to open the Report Manager.

Select the report to be exported, then click Publish to AVEVA NET.

A Save As dialog is then displayed. Specify the name and the location that the report PDF isto be saved to. Click Save.

The Export to AVEVA NET window is then displayed, followed by the Export Report window,as described above.

10.4.4 Export OverviewAVEVA Schematic Gateway is a common Gateway that will be used by different AVEVAschematic applications to export various kinds of data to AVEVA NET. This Gateway refersto various configurations which are provided to it through various configuration files(described in sections below).

As of now, AVEVA Schematic Gateway processes data (provided to it in a form of a Dataset)as well some external files (Excel spreadsheets - xls and xlsx, PDF files).

• Data provided to the Gateway through dataset gets processed and output getsgenerated into EIWM format.

• Gateway processes excel spreadsheets and produces output in MHTML format.• Gateway processes PDF files and produces output in PDF format.




Instrument Engineer User GuideWork Packs

11 Work Packs

Work packs can be created which consist of collections of items with shared projectmanagement requirements or properties. For example, all the items an individual user orgroup of users is concerned with may be assigned to a single work pack. Time constraintsmay be assigned to work packs, for example the required start and completion dates ofitems in the a work pack, so that work can be more easily prioritised.



Instrument Engineer User GuideWork Packs


Instrument Engineer User GuideChange Reports

12 Change Reports

12.1 Audit ManagerAVEVA Instrumentation has an in-built Audit Manager that enables users to view databasechanges made during your project in the database audit log. The Audit Log contains a list ofnew and old database field values for each AVEVA Instrumentation object and includes atime stamp and user's name who initiated the change.


12.2 Database RevisionsAVEVA Instrumentation allows users to make a copy of the current database state by savingthe database as a Database Revision. At any time, the current database can be comparedto a saved Database Revision. The feature can be used to track changes between keymilestones in the project, for example between data when documents were 'Issued forTender', 'Issued for Purchase' or 'Issued for Construction'.



Instrument Engineer User GuideChange Reports


Instrument Engineer User GuideReport Manager

13 Report Manager

AVEVA Instrumentation has an in-built Report Manager that enables users to create andmodify reports.



Instrument Engineer User GuideReport Manager


Instrument Engineer User GuideWiring Rules Overview

14 Wiring Rules Overview

AVEVA Instrumentation uses Wiring Rules to auto generate typical field instrument wiring/cabling. By using the Wiring Rules features the user can save many hours otherwiserequired to build terminal arrangements, cables, terminations etc. in Wiring Manager.

To apply a Wiring Rule refer to Create Loop Wiring using Wiring Rules topic.

By applying a Wiring Rule to a field instrument, you are defining a specific:• Terminal Arrangement - number of terminals, their markings, sequence• Default wire numbers to be used on wire terminations• Default Cable Type - type of cable (individual cores, pairs or triad etc.), whether

shielded/screened, and whether armoured etc.• Default Cable Number, based of the instruments tag number fields from Instrument

Engineer• Default Wire terminations at field device - how the cable is connected to the field device

terminals (core 1 to terminal 1, core 2 to terminal 2 etc.)• Default wire terminations at non-field device end - e.g how the cable is connected at

the Junction Box end (AVEVA Instrumentation automatically uses the next availablespare terminals).

When you Create Wiring based on a Wiring Rule, AVEVA Instrumentation creates all theabove for you. Just prior to saving this data AVEVA Instrumentation allows you to:

• Change the default Cable Number created by the Wiring Rule• Select equipment the cable will terminate to at the other end (provides a list of Junction

Boxes, Cabinets etc.).

After accepting defaults (or making changes as required) the Field Device & terminals arecreated, cable created and terminated at both ends (if you have selected equipment at theother end). At the other end AVEVA Instrumentation always uses the next available spareterminals.

At any time after a Wiring rule is applied you can easily edit data that has been generatedby:

1. Re-running the Create Wiring command using same Wiring Rule - this allows you toreassign a Cable No, reassign a Junction Box etc.

2. Re-running the Create Wiring command using a new Wiring Rule - this updatesterminal arrangements, cable type, terminations AND allows you to reassign a CableNo, reassign a Junction Box etc.

3. Edit the cable details/type using Wiring Manager - Cables (the Cable Schedule userinterface).

4. Edit terminations using Wiring Manager - Equipment (the Terminations editing userinterface).


Instrument Engineer User GuideWiring Rules Overview

Important: An AVEVA Instrumentation Wiring Manager license is required to access WiringRules commands in Instrument Engineer.


Instrument Engineer User GuideInstrument Sizing Calculations

A Instrument Sizing Calculations

The following instrument sizing calculations can be performed using AVEVAInstrumentation:

• Control Valve Sizing• Relief Valve Sizing• Flow Element Sizing• Thermowell Vibrations• Gas Compressibility Factor

Important: AVEVA Instrumentation provides Instrument Sizing Calculations for Estimatingpurposes only.End Users should not rely on AVEVA Instrumentation calculation results forDesign purposes.AVEVA recommends using certified equipment vendor calculations for finalspecification/purchasing.

For a description of these calculations, refer to the Common Functionality User Guide.

12 SeriesA:1© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.

Instrument Engineer User GuideInstrument Sizing Calculations

12 SeriesA:2© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.

Instrument Engineer User GuideAVEVA NET Export Configuration Files

B AVEVA NET Export Configuration Files

The following configuration files will be used by the AVEVA Schematic Gateway to processthe input:

• Project Configuration• Object Mapping• Class Mapping

For a description of these files, refer to the Common Functionality User Guide.

12 SeriesB:1© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.

Instrument Engineer User GuideAVEVA NET Export Configuration Files

12 SeriesB:2© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.

Index


CChange Reports . . . . . . . . . . . . . . . . . . 12:1

audit manager . . . . . . . . . . . . . . . . 12:1

DData

Import . . . . . . . . . . . . . . . . . . . . . . . 8:36Data Grid

working with . . . . . . . . . . . . . . . . . . . 2:5Datasheets . . . . . . . . . . . . . . . . . . . . . . . 8:1

data entry . . . . . . . . . . . . . . . . . . . . . 8:2view and edit . . . . . . . . . . . . . . . . . . 8:1

Datasheets Lists . . . . . . . . . . . . . . . . . . 8:11access . . . . . . . . . . . . . . . . . . . . . . 8:11add . . . . . . . . . . . . . . . . . . . . . . . . . 8:13assign tag . . . . . . . . . . . . . . . . . . . . 8:18datasheet form catalogue . . . . . . . . 8:45datasheet information . . . . . . . . . . . 8:15import datasheets from Excel . . . . . 8:36process data . . . . . . . . . . . . . . . . . . 6:71

grid . . . . . . . . . . . . . . . . . . . . . . 6:71property definitions . . . . . . . . . . . . . 8:59

DefiningNew Mapping Definition 6:54, 6:59, 6:66,

7:29

EExport

Data from Grids . . . . . . . . . . . . . . . 10:6datasheets to specified folder . . . . . 10:1Files . . . . . . . . . . . . . . . . . . . . . . . . 10:7Reports and Associated Data . . . . . 10:7

Selected Datasheet Files . . . . . . . . 10:1to AVEVA NET . . . . . . . . . . . . . . . . 10:4to Excel . . . . . . . . . . . . . . . . . . . . . 10:1to PDF . . . . . . . . . . . . . . . . . . . . . . 10:1to XPS . . . . . . . . . . . . . . . . . . . . . . 10:1

FFind and Replace

Text in a Grid . . . . . . . . . . . . . . . . . . 2:5

GGrid Filters

advanced . . . . . . . . . . . . . . . . . . . . . 2:5Grid Manager . . . . . . . . . . . . . . . . . . . . . 2:5

IInstrument Catalogue . . . . . . . . . . . . . . . 9:1

Add a New Catalogue . . . . . . . . . . . 9:2Edit a Catalogue . . . . . . . . . . . . . . . 9:3Grid . . . . . . . . . . . . . . . . . . . . . . . . . 9:1

Instrument Copy Wizard . . . . . . . . . . . . 6:37Instrument Engineer Features . . . . . . . . 1:1

change management . . . . . . . . . . . . 1:3datasheets (Specifications) . . . . . . . 1:2Instrument List . . . . . . . . . . . . . . . . . 1:1loop list . . . . . . . . . . . . . . . . . . . . . . . 1:2reports . . . . . . . . . . . . . . . . . . . . . . . 1:3user security rights . . . . . . . . . . . . . . 1:3

Instrument List . . . . . . . . . . . . . . . . . . . . 6:1access . . . . . . . . . . . . . . . . . . . . . . . 6:1add a tag . . . . . . . . . . . . . . . . . . . . . 6:3add new tag . . . . . . . . . . . . . . . . . . . 6:3

12 SeriesIndex page 1© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.


assign instrument tags to loops . . . 6:17attachments (external documents) . 6:50copy instruments . . . . . . . . . . . . . . 6:36create instrument wiring using wiring rules

6:40datasheet assignment . . . . . . . . . . 6:50deleting instruments . . . . . . . . . . . . . 6:3edit a tag . . . . . . . . . . . . . . . . . . . . . . 6:7edit muliple tags details . . . . . . . . . 6:17Edit Tag Details . . . . . . . . . . . . . . . 6:10

alarms/settings . . . . . . . . . . . . . 6:15datasheet . . . . . . . . . . . . . . . . . 6:13DCS system . . . . . . . . . . . . . . . 6:14details . . . . . . . . . . . . . . . . . . . . 6:12general . . . . . . . . . . . . . . . . . . . 6:11PLC/ESD system . . . . . . . . . . . 6:14user . . . . . . . . . . . . . . . . . . . . . 6:15

grid picklists . . . . . . . . . . . . . . . . . . . 6:2import data . . . . . . . . . . . . . . . . . . . 6:20

AVEVA Schematic Model tag data im-port configuration . . . . 6:28

AVEVA Tags data import configuration 6:35

Excel . . . . . . . . . . . . . . . . . . . . 6:22Intelli-Link . . . . . . . . . . . . . . . . . 6:20loop data from Excel . . . . . . . . 6:22tags from AVEVA P&ID . . . . . . 6:25tags from AVEVA Schematic Model

6:30special grid features . . . . . . . . . . . . . 6:2viewing/editing datasheets . . . . . . . 6:19

Instruments CatalogueImporting Project Catalogues . . . . . . 9:3

LLoop

Copy Wizard . . . . . . . . . . . . . . . . . . 7:10Copying . . . . . . . . . . . . . . . . . . . . . . 7:9Import from P&ID . . . . . . . . . . . . . . 7:21

Loop List . . . . . . . . . . . . . . . . . . . . . . . . . 7:1access . . . . . . . . . . . . . . . . . . . . . . . 7:1add a loop . . . . . . . . . . . . . . . . . . . . . 7:2assign tags . . . . . . . . . . . . . . . . . . . . 7:8AVEVA P&ID loop data import configuration

7:20AVEVA Schematic Model loop data import

configuration . . . . . . . . . . . 7:23copy existing loops . . . . . . . . . . . . . . 7:9create loop wiring using wiring rules 7:15delete loop . . . . . . . . . . . . . . . . . . . 7:15edit a loop . . . . . . . . . . . . . . . . . . . . . 7:4edit multiple loops . . . . . . . . . . . . . . . 7:7import loops from AVEVA Schematic Model

7:23wiring check reports . . . . . . . . . . . . 7:19

PProcess Data

Edit . . . . . . . . . . . . . . . . . . . . . . . . . 6:73Edit Multiple Tags . . . . . . . . . . . . . 6:74

Process Unitsconvert . . . . . . . . . . . . . . . . . . . . . . . 8:6

Project taboptions . . . . . . . . . . . . . . . . . . . . . . . 3:1

Project Voltages . . . . . . . . . . . . . . . . . . 6:69Property Definitions . . . . . . . . . . . . . . . 8:60

RReport Manager . . . . . . . . . . . . . . . . . . 13:1

SStandard Reports . . . . . . . . . . . . . . . . . 6:20

TTag

assigning to loop . . . . . . . . . . . . . . . 7:8Editing . . . . . . . . . . . . . . . . . . . . . . . 4:1New Format . . . . . . . . . . . . . . . . . . . 4:2

Tag Formats . . . . . . . . . . . . . . . . . . . . . . 4:1edit . . . . . . . . . . . . . . . . . . . . . . . . . . 4:3new . . . . . . . . . . . . . . . . . . . . . . . . . 4:2

UUser Interface . . . . . . . . . . . . . . . . . . . . . 2:1

ribbon menus . . . . . . . . . . . . . . . . . . 2:1

VView datasheets by form type . . . . . . . 6:77

WWiring Rules

overview . . . . . . . . . . . . . . . . . . . . . 14:1Work Pack . . . . . . . . . . . . . . . . . . . . . . 11:1

12 SeriesIndex page 2© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.