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AVEVA Instrumentation 12.1.SP2

Product Feature Update

Chris Binns

Product Manager Electrical & Instrumentation

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Copyright 2013 AVEVA Solutions Limited and its subsidiaries. All rights reserved.

AVEVA Instrumentation 12.1.SP2 New Features

Pick-list enhancements Enhanced Excel export/import controls in Security Manager

Decimal comma support

Duplicate sub-areas

AVEVA Diagrams Licensing

AVEVA Engineering/Tags rebrand

Fluent UI changes

Wiring rule enhancements

Process Data datasheet datalink improvements

Flexible tagging

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Copyright 2013 AVEVA Solutions

Limited and its subsidiaries.

All rights reserved.

Pick-List

Enhancements

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Pick-list Enhancements

Originally released in 12.1.SP1 Fix 1 Users with applicable permissions can now assign a

pick-list to (almost) any field or property displayed in

any data access grid

Also applicable to AVEVA Electrical

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Description field for pick-list values Users can now add descriptive entries against pick-list

values

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Assign pick-lists to fields Pick-lists can be assigned directly to fields in the grids via

the Grid Manager dialogue

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7/80Copyright 2013 AVEVA Solutions Limited and its subsidiaries. All rights reserved.


Assign pick-lists to fields Pick-list values accessible via the grids

Capability applies to both out-of-the-box pick-lists and

user defined pick-lists

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Locked Pick-lists If a pick-list is locked, users can only select data from the pick-list value list via the grids.

Data cannot be entered manually

If a locked pick-list is assigned to a field via Grid Manager, and that field is displayed as a

text box on a dialogue, the text box becomes read-only on the dialogue. The text box

will not automatically convert to a pick-list. It will remain a read-only text box.

If an unlocked pick-list is assigned to a field via Grid Manager, and that field is displayedas a text box on a dialogue, the text box remains open on the dialogue. The text box will

not automatically convert to a pick-list. It will remain an open text box.

If an attempt is made to import a value to a field assigned to a locked pick-list, and that

value is not incorporated within the value list for the pick-list, then the import of that

value will fail. If that value is attributed to a new record/tag, then the import of that

record/tag will fail entirely.

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Bulk Edit of Tags The application of pick-lists to fields in the grids will also

apply to the bulk edit dialogues as below

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Pick-lists on Datasheets Any fields that have pick-lists assigned to them via grids, will not appear

automatically as pick-lists on datasheets

Once a cell on a datasheet template has been mapped to a field, the cell still

has to be right-clicked and associated with the corresponding pick-list

Locked pick-lists will still prevent data from being manually entered via thedatasheet that is not incorporated within the value-list for the locked pick-list

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Limited and its subsidiaries.

All rights reserved.

Enhanced Excel

Export/ImportControls

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Enhanced Excel export/import controls

Enhancements within Security Manager Originally released in 12.1.SP1 Fix 3

Exporting and importing of data via Excel can now be

controlled by user groups within Security Manager New Access Types such as Full Access (No Excel

Import/Export) added

Also applicable to AVEVA Electrical

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Excel Export/Import Controlled by User Groups New Access Types with options to control Excel Import/Export

Full Access (No Excel Import)

Full Access (No Excel Export

Full Access (No Excel Import/Export)

Read Only (No Excel Export)

These access types are assigned to user groups as below

In this example all the Instrument Designers have Full Access but cannot

export or import instrument or loop tags via Excel

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UI Response Once security is enabled for the project and an Instrument

Designer logs in, the Excel export and import buttons are

disabled

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Limited and its subsidiaries.All rights reserved.

Decimal Comma

Support

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Decimal Comma Support

Windows Region & Language settings observed tosupport decimal comma vs. decimal point

Application language settings do not influence this

setting

Example: language set as English and the Decimal

Symbol comma

Data still stored in database as decimal point to

facilitate integration with existing AVEVA application Will change once all AVEVA apps support decimal comma

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Windows Region and Language settings Format = Portuguese (Brazil)

Decimal Symbol = ,

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AVEVA Instrumentation Language = English

Control Valve Sizing data utilising decimal comma instead

of decimal point

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AVEVA Electrical Language = English

Load Detail pick-lists and motor catalogue data displaying

decimal comma instead of decimal point

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Duplicate Sub-

Areas

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Duplicate Sub-Areas

Users can now create duplicate areas as sub-areas For example the following is now permitted

Plant 1 > Area 01 > System 01

Plant 1 > Area 02 > System 01

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AVEVA

DiagramsLicensing

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Change details Previously when integrating AVEVA Diagrams data into

AI/AE the integration choice was AVEVA Schematic Model

Import

This was confusing for customers who bought Diagrams (asthey did not know of a Schematic model)

It was also problematic for sales because the Schematic

option was using PDMS module number 97, Schematic

Model manager Schematic Model Manager is not bundled with Diagrams

and therefore when connecting it tries to take out a PID-

MANAGER license which is not part of Diagrams licensing

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Change details continued This licensing issue has been addressed in 12.1.SP2

A new integration option AVEVA Diagrams has been

added to the integration panel in the Manage tab and to

setup The new option now checks out the correct AVEVA

Diagrams license

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AVEVA Tags /

Engineeringrebranding

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AVEVA Tags/Engineering rebranding

Previously within the AVEVA Integration section ofthe UI there was a button labelled AVEVA Tags

Import

This has been renamed as AVEVA Engineering

Import and provides the choice of modules:

AVEVA Schematic Model Import

AVEVA Tags Import

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Fluent UI

Changes

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Fluent UI Changes

Data Management tab now labelled Manage AVEVA Integration pane now labelled Integration

Contextual Menu now displays List Tools or

Catalogue Tools

Changes made to align with other AVEVA Schematic

apps

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Wiring Rule

Enhancements

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Wiring Rule Enhancements

Spare and Reserved terminal Status Terminals can now have status of Spare or Reserved

Status can be assigned to the left, right or both sides of a

terminal

Status observed during both automatic and manualtermination

Automatic terminations will always skip spare or reserved

terminals

Manual terminations are permitted to spare terminalswithout any messaging

Manual terminations to reserved terminals are permitted

following warning messaging

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Wiring Rule Enhancements

Wiring pattern sequence vs. catalogue sequence The connection order of the wiring rule is always

preserved even if this does not match the core sequence

order defined in the cable catalogue

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Spare and Reserved Terminals

Right-click options to set terminal status Spare or Reserved

Left, Right or Both

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Status colour coding Blue = Spare

Grey = Reserved

Junction Box Allocation

Spare and Reserved terminals skipped

Cable core grouping is preserved

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Allocation of multiple instruments Reserved terminals skipped

Continuous terminations on next

available terminals

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Manual connection tospare terminal

Automatically removes

spare status of terminal

side Manual connection to

reserved terminals

Connection attempted to

terminal 5

Messaging displayed

User can choose to

continue with connection

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Manual connection toreserved terminals

contd..

Reserved status removed

from terminal side(s)

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Wiring Pattern vs. Catalogue Sequence

Example Cable catalogue type

IEF184AA001

Core Sequence

1 = 1W 2 = 1B

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Wiring Patterns vs. Catalogue Sequence

Wring Rule Wiring rule defined with

cores connected to JB

switched

Connections at JB

opposite way around from

catalogue sequence order

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Wiring Patterns vs. Catalogue Sequence

Terminations Connection sequence

order defined in wiring

rule preserved

Wiring rule sequenceoverrules catalogue

sequence

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Process Data

Datasheetdatalink

improvements

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Mapping datalinks for associated processequipment and process line simplified

Max no. of plant connections set at datasheet template

level

Helps to limit amount of datalinks listed for mapping

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Table selection when mapping datalinks reduced from:

InstProcessData>ProcessEquipment1

InstProcessData>ProcessLine1 Common>PETag1

Common>PLLine1

ProcessEquipment>PETag1

ProcessLine>PLLine1

To simply:

InstProcessData>PlantConnection1

ProcessProperties>PlantConnection1

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InsProcessData = form data held in the InstProcessData

table

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ProcessProperties = extended properties for process

objects

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Flexible Tagging

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Flexible Tagging

Previous tag formatting options too restrictive SP2 introduces a basic level of classification that will

enable the following:

Class level tag formats to enable different tag formats depending

on class type i.e. control valve tag format different to pressure

transmitter tag format etc.

Multiple tag formats per class to enable the tag format of a class

type to vary depending on location, process or service etc.

Classification possible for Process Equipment, Process Lines,

Loops, Instruments as well as electrical loads and supplies

Tag formats can be made up of (potentially) unlimited

numbers of parts (tag codes)

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Flexible Tagging

Flexible Tagging continued Tag Codes (fields in tables) can be created by users to suit

any project requirements

Mostexisting fields in tables such as InstrumentList and LoopList

can be used as tag codes

Pick-lists can be assigned to any tag code via Grid Manager

Users can define their own tag code delimeters

Tag function codes (types) associated with classes

The selection of tag class controls which function codes are made

available for selection

No need to assign instrument tag format at project

creation

No longer restricted to 1 tag format for all tags

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Flexible Tagging

Flexible Tagging continued Legacy project upgrades will assign a base class to existing

tags along with migrating the tag format

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Flexible Tagging

Class Definitions A basic level of classification has

been introduced

All tags must have a class type

Tag formats assigned at the class

level A class must have 1 primary tag

format

A class can have multiple

alternate format

Projects can be configured to use

one class (per object type) or

multiple classes

Out-of-the-box classes shipped

that align with Aveva P&ID

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Flexible Tagging

Class Definitions Classes are required for the

following object types:

Loops

Instruments

Process Lines

Process Equipment

Electrical loads (AVEVA Electrical)

Electrical supplies (AVEVA Electrical)

Most out-of-the-box classes

can be deleted if not required

Exceptions: Loop ILP

Instrument INS

Process Equipment EQU

Process Line PMA and PSU

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Flexible Tagging

Class Definitions and Tag Formats Users can create new classes if required

Classes can be exported and imported via Excel to enable

exchange between projects

Tag Formats are associated with classes via the ClassDefinitions dialogue

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Flexible Tagging

Class Definitions and Tag Formats Each class has minimum 1 primary tag format

Alternate tag formats are not mandatory

The example below shows ISA with Area (delimiters) as

being the primary tag format All the other ISA tag formats are assigned as alternate tag

formats for the class

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Flexible Tagging

Tag Formats Project creation no longer requires the instrument tag

format to be specified

All tag formats shipped with 12.1.SP1 still ship with SP2

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Flexible Tagging

Tag Formats New Tag Format dialogue redesigned

No limitation on how many parts or Tag Codes make up a

tag number

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Flexible Tagging

Tag Codes Most fields in the source tables can be used as a tag code

Users can add their own fields to the source tables to be

used as tag codes

Datatype and maximum value length can be specified

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Flexible Tagging

Tag Codes Once added, tag codes are available for tag formats

Delimiters can be entered manually if they are not already

incorporated in the pick-lists

Space and no space (blank) supported as delimiters

Some characters cannot be used as delimiters i.e. %, @, !

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Flexible Tagging

Type Catalogue Function Codes within the type catalogues are now

associated with the classes

Association with class determines availability of function

codes when creating a new tag

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Flexible Tagging

Type Catalogue Classes associated with function codes via the New/Edit

Type dialogue

If types are not associated with a class, the Function code

pick-list will be empty when creating a tag of thatparticular class

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Flexible Tagging

Pick-lists and Tag Codes Pick-lists are assigned to tag codes via the Grid Manager

dialogue

Pick-lists are created as per 12.1.SP1

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Flexible Tagging

Separate New/Edit tagdialogue

User selects the class and

tag format before

entering the tag data Primary tag format

always presented first in

the pick-list

Selecting a different tagformat dynamically

changes the dialogue

structure

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Flexible Tagging

New/Edit Tag dialogue Tag number now

displayed as a label

Blue arrow clicked to edit

tag number Area path shown to

interpret duplicate sub-

areas

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Flexible Tagging

Importing Tag from Excel Mandatory fields required to import data from Excel:

Tag No

Class Name

Format Name Area Path

Area

Recommended fields:

Individual Tag Codes

Mapping these fields will ensure that the tag code fields in AVEVA

Instrumentation are in synch with the tag number

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Flexible Tagging

Integration with complimentary AVEVA applications Integration of AVEVA Instrumentation with other AVEVA

Schematic applications requires the mapping of 3 new

fields:

Area Path Tag Class

Tag Format

These 3 fields must be created as UDAs within the

complimentary applications such as AVEVA P&ID

These 3 fields must be populated in both AVEVA

Instrumentation and the integrated application for

Compare/Update to work

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Flexible Tagging

Integration with complimentary AVEVA applications Previously integrated projects

To enable successful integration the following steps must

be executed:

Upgrade AVEVA Instrumentation projects to 12.1.SP2

Creates Area Path, Tag Class and Tag Format data

Create new UDAs for Area Path, Tag Class and Tag Format in

integrated application

Add mappings for Area Path, Tag Class and Tag Format

Execute Compare/Update to pull new data from AVEVAInstrumentation

Complimentary application data should now be updated and in

synch

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Flexible Tagging

Integration with complimentary AVEVA applications Non-integrated projects AVEVA Instrumentation as

destination for the data


source application i.e. Aveva P&ID

Populate these UDAs in the source application

Upgrade AVEVA Instrumentation project to 12.1.SP2, or create a

new project

Add mappings for Area Path, Tag Class and Tag Format in AVEVA

Instrumentation Execute Compare/Update to pull new data into AVEVA

Instrumentation

Data should now be updated and in synch

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Flexible Tagging

Integration with complimentary AVEVA applications Non-integrated projects AVEVA Instrumentation as

Source for the data

Upgrade AVEVA Instrumentation project to 12.1.SP2, or create a

new project

Creates Area Path, Tag Class and Tag Format data


destination application i.e. Aveva P&ID

Add mappings for Area Path, Tag Class and Tag Format in

destination application Execute Compare/Update to pull new data into destination

application

Data should now be updated and in synch

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Flexible Tagging

Integration with complimentary AVEVA applications If Area Path and Tag Class are not mapped and populated,

Compare/Update will not work

If Area Path and Tag Class are mapped, but Tag Format is

blank, AVEVA Instrumentation will assign the primary tagformat for the tag class

Aveva P&ID will not allow UDAs to be created for Loops

These UDAs must be created and populated using AVEVA P&ID

Reports

See Aveva P&ID mapping information in this document and

AVEVA Instrumentation 12.1.SP2 Release Letter

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Flexible Tagging

Integration with AVEVA Engineering Tags AVEVA Engineering Tags required mappings

New mappings highlighted

Note new UDAs in AVEVA Tags

Instruments Loops

l ibl i

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Flexible Tagging

Integration with AVEVA Diagrams AVEVA Diagrams required mappings


Note new UDAs in AVEVA Diagrams

Instruments Loops

l ibl i

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Flexible Tagging

Integration with AVEVA Schematic Model AVEVA Schematic Model required mappings


Note new UDAs in AVEVA Schematic Model

Instruments Loops

Fl ibl T i

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Flexible Tagging

Integration with AVEVA P&ID AVEVA P&ID required mappings for loops

AVEVA P&ID does not allow UDAs to be created for loops

The new UDAs required for integration of loop data must be

created and populated using Aveva P&ID Reports

Fl ibl T i

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Flexible Tagging

Integration with AVEVA P&ID AVEVA P&ID required mappings


Note new UDAs in AVEVA P&ID and P&ID Reports

Instruments Loops

Fl ibl T i

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Flexible Tagging

Loop Edit dialogue > Add Tag If the instrument class primary tag format contains

Function code, functionality as per 12.1.SP1

Fl ibl T i

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Flexible Tagging

Loop Edit dialogue > Add Tag If the instrument class primary tag format does not

contains Function code, then the instrument tag must be

created from scratch or picked from the instrument list

Fl ibl T i

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Flexible Tagging

Project Level Tag FormatUpdate

Tag Format dialogue Update Tags

option

Example:

Existing tag contain Plant No

Fl ibl T i

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Flexible Tagging

Project Level Tag FormatUpdate

Example:

Remove Plant No from tag format

and apply to all applicable tags

Plant No removed from all applicable tags

Fl ibl T i

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Flexible Tagging

Tag Level Tag Format Update Select applicable tags in grid

Pick Bulk Update Tag Format

Select tags to change and pick

new tag format Tag formats update

New tag format now applied

Flexible Tagging

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Flexible Tagging

Tag Level Class Update Tag class can also be changed via this dialogue

For example, change a general instrument to a

control valve by removing the lock on class

Flexible Tagging

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Flexible Tagging

Copy Wizard Tag Copy Wizard now groups the tags by tag

format

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Thank you

cf10481.pdf

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