Process Engineer User Guide

AVEVA Instrumentation

Process 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;

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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.

Process Engineer User Guide



Contents Page


Process EngineerIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1AVEVA Instrumentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1Guide Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1

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

Working with the Data Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2Find and Replace Text in a Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2Advanced Grid Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2Grid Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3Using PickLists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3

Process Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1Edit Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:3Editing Process Data for Multiple Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:4

Process Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:5

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


Property Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:7Add New Property Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:7Edit Property Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:9Delete Property Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:10Merge Property Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:11Import Property Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:12Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:14

Import from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:15Sizing Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:15Perform Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:17

Exports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1Export to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1Export to XPS and PDF Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1Export to AVEVA NET . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1AVEVA NET Export Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1Exporting Data from Grids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:3Export Reports and Associated Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:4Export Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:4

Work Packs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1

Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1

Report Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:1

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

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

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

Process Engineer User GuideIntroduction

1 Introduction

Process Engineer allows you to view and edit process data for multiple instruments in a gridformat. This enables faster entry with copy and paste functionality and allows you to viewlike instruments and immediately see gaps in data or data that may look inconsistent etc.

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

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

1.3 Guide Structure

Introduction a brief description of Process Engineer.

User Interface view of the user interface and its functions.

Process Data allows the user to view and edit process data for multipleinstruments in a grid format.

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

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

Audit Manager the Audit Log contains a list of new and old database fieldvalues for each object and includes a time stamp and user'sname who initiated the change.

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

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

Process Engineer User GuideIntroduction

Instrument SizingCalculations

an appendix which covers all instrument sizing calculations.

AVEVA NET ExportConfiguration Files

explains the configuration required for AVEVA NET Export.


Process Engineer User GuideUser Interface

2 User Interface

When Instrument Process Engineer starts up, the AVEVA Instrumentation Process Engineerwindow is displayed showing the Home tab.

2.1 Process Engineer TabsOn opening, the Process 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 Process 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 Process Engineer-specific option:



Setup Sub Menu:

2.1.2 Home TabThe following Process Engineer-specific option is accessed from the Select option in theLists and Schedules section:

2.1.3 Data Management TabThe Data Management tab includes the following Process Engineer-specific option in theAVEVA Integration 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.

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.

Property Definitions Displays the Property Definitions window. Refer to PropertyDefinitions.

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

Publish to AVEVA NET

Used to export files of item data for import into AVEVA NET.Refer to Export to AVEVA NET.



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 and window fields can be, or must be, completed by selecting from lists ofvalues. These “Pick Lists” can be edited if required. For a description of this functionality,refer to the Common Functionality User Guide.




Process Engineer User GuideProcess Data

3 Process Data

Process data for multiple instruments may be viewed in a grid format. This enables fasterdata entry using copy and paste functionality, and enables users to view like instrumentsand more easily see missing or inconsistent data etc.

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

To open the Process Data Grid, click Select in the Grids and Schedules section of theHome 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 documentinfo, 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).

This 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 to showonly those specific to that tag type (e.g. For a Pressure Transmitter showPressureMax, TemperatureDesign and exclude LevelMax etc). It is not possible tocreate instruments and tag them in the Process Engineer module. Instruments must



be created in the Instrumentation Engineer module and assigned a datasheet beforethey appear in the Process data grid.

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

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

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:



3.1 Edit DataProcess Engineer allows editing of Process data for a tag in a vertical format. This allows auser 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 clickEdit in the Records section of 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.



You can make changes 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.

3.1.1 Editing Process Data for Multiple TagsProcess Engineer 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 on the Edit toolbar button.

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 window readyfor editing. The data is not actually copied to the selected tags unless the Selectcheckbox 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 edit2. 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.

3.2 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.

3.3 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 in the Process Data grid and on the Properties tabof the Instrument and Catalogue Instrument details windows in Engineer, enabling data toassigned 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:

3.3.1 Add New Property DefinitionTo add a property definition, click New to display the Property Definition window.



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 new property has units, check the Has Units checkbox (not present for instrumentproperty 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 Has Units checkbox was checked, a property definition for the units of the newproperty 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.

3.3.2 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.

3.3.3 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.

3.3.4 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.

3.3.5 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.

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 PropertyDefinitions window. The imported definitions will be displayed in the grid view.

3.3.6 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.



3.4 Import from ExcelProcess data can be imported from an Excel spreadsheet.

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

3.5 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: select the instrument from the ProcessData list and click Sizing Calculation in the Actions section of the Contextual Actions tab(an error message is displayed if multiple instruments are selected).

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.



3.5.1 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.




Process Engineer User GuideExports

4 Exports

This section describes the export options available on the Data Management tab.

4.1 Export to ExcelThe contents of the Process Data grid can be exported to an Excel spreadsheet with samelayout of columns and rows.

Data can also be exported to an Excel spreadsheet from a number of windows that displaydata in a grid.


4.2 Export to XPS and PDF FilesThe contents of the Process Data grid can be exported to PDF and XPS files.


4.3 Export to AVEVA NETAVEVA Instrumentation Process Engineer includes facilities to export files of InstrumentProcess data for import into AVEVA NET.

The files produced by the exported can subsequently be imported into AVEVA NET Portal(refer to AVEVA NET documentation for details).

4.3.1 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.



From the Name field, select the type of data export to AVEVA NET to be configured (in thecase of Process Engineer, Process Data is the only option).

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 … 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 … 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 configuration and mapping files supplied with AVEVAInstrumentation, click Copy Sample Files.

4.3.2 Exporting Data from GridsTo export data from the Process Data grid, select the items from the grid and from the DataManagement tab, click Publish 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:



4.3.3 Export Reports and Associated DataTo export reports and associated data, on the Reports tab, click Report Manager to openthe Report Manager.

Select the report to be exported. 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.

4.3.4 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.


Process Engineer User GuideWork Packs

5 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.



Process Engineer User GuideWork Packs


Process Engineer User GuideAudit Manager

6 Audit Manager

AVEVA 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.



Process Engineer User GuideAudit Manager


Process Engineer User GuideReport Manager

7 Report Manager

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



Process Engineer User GuideReport Manager


Process 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.

Process Engineer User GuideInstrument Sizing Calculations

12 SeriesA:2© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.

Process 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.

Process 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


AAudit Manager . . . . . . . . . . . . . . . . . . . . . 6:1

EEdit Data . . . . . . . . . . . . . . . . . . . . . . . . . 3:3

Multiple Tags . . . . . . . . . . . . . . . . . . 3:4Export

Reports and Associated Data . . . . . . 4:4to AVEVA NET . . . . . . . . . . . . . . . . . 4:1to Excel . . . . . . . . . . . . . . . . . . . . . . . 4:1to XPS and PDF . . . . . . . . . . . . . . . . 4:1

GGrid Filters . . . . . . . . . . . . . . . . . . . . . . . 2:2Grid Manager . . . . . . . . . . . . . . . . . . . . . 2:3

IImport

to Excel . . . . . . . . . . . . . . . . . . . . . . 3:15

PProcess Data . . . . . . . . . . . . . . . . . . . . . 3:1Process Units . . . . . . . . . . . . . . . . . . . . . 3:5Property Definitions . . . . . . . . . . . . . . . . . 3:7

RReport Manager . . . . . . . . . . . . . . . . . . . 7:1

SSizing Calculations . . . . . . . . . . . . . . . . 3:15

Control Valve Sizing . . . . . . . . . . . 3:15Flow Element Sizing . . . . . . . . . . . 3:15Gas compressibility factor . . . . . . . 3:15Relief Valve Sizing . . . . . . . . . . . . . 3:15Thermowell Vibrations . . . . . . . . . . 3:15

UUser Interface . . . . . . . . . . . . . . . . . . . . . 2:1

WWork Packs . . . . . . . . . . . . . . . . . . . . . . 5:1

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


12 SeriesIndex page 2© Copyright 2000 to current year.AVEVA Solutions Limited and its subsidiaries. All rights reserved.

Documents

Process Engineer User Guide