dessoft - p&id pid piping & instrumentation design engineering software training manual...

P&ID Training Manual

© 2011 DesSoft

Version: 2.0.0.21

All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, ormechanical, including photocopying, recording, taping, or information storage and retrieval systems - without thewritten permission of the publisher.

Products that are referred to in this document may be either trademarks and/or registered trademarks of therespective owners. The publisher and the author make no claim to these trademarks.

While every precaution has been taken in the preparation of this document, the publisher and the author assume noresponsibility for errors or omissions, or for damages resulting from the use of information contained in thisdocument or from the use of programs and source code that may accompany it. In no event shall the publisher andthe author be liable for any loss of profit or any other commercial damage caused or alleged to have been causeddirectly or indirectly by this document.

Printed: April 2011 in Eldoraigne, South Africa

P&IDTraining Manual

© 2011 DesSoft

PublisherSpecial thanks to:

All the people who contributed to this document.DesSoft

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Table of Contents

Foreword 0

Part I Introduction & Setup 8

................................................................................................................................... 81 Introduction

................................................................................................................................... 92 Setup and Navigation

................................................................................................................................... 123 Logging In

Part II License Management 14

................................................................................................................................... 141 Activating Licenses from Web License Server

................................................................................................................................... 152 Concurrent User Management

................................................................................................................................... 163 Firewall and Proxies

Part III Help and Licensing 18

................................................................................................................................... 181 Activating a local license

................................................................................................................................... 192 Returning a local license

................................................................................................................................... 203 Connecting to the license server

................................................................................................................................... 224 About dialog

................................................................................................................................... 225 Contact support

Part IV P&ID Modules 24

Part V Projects 26

................................................................................................................................... 261 Project building options

................................................................................................................................... 262 Creating projects

................................................................................................................................... 273 Opening projects

................................................................................................................................... 274 Deleting projects

................................................................................................................................... 275 The Recent Projects list

Part VI User Management 30

................................................................................................................................... 301 Add a user group

................................................................................................................................... 302 Delete a user group

................................................................................................................................... 303 Rename a user group

................................................................................................................................... 304 Add a user

................................................................................................................................... 315 Delete a user

................................................................................................................................... 316 Modify a user

................................................................................................................................... 317 Defining access rights

Part VII Creating Plant Components 34

................................................................................................................................... 361 Updating the pick list

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................................................................................................................................... 372 Creating instruments

................................................................................................................................... 383 Creating equipment

................................................................................................................................... 384 Creating pipes

Part VIII P&ID's 42

................................................................................................................................... 421 Creating a P&ID

................................................................................................................................... 432 Populating a P&ID

................................................................................................................................... 433 Anchor points

................................................................................................................................... 444 Modifying existing symbols

................................................................................................................................... 455 Creating symbols

................................................................................................................................... 466 Creating a Tie-In

................................................................................................................................... 467 Associating components with symbols

................................................................................................................................... 468 Dissociating components from symbols

................................................................................................................................... 479 Defining process line types

................................................................................................................................... 4710 Automatic pipe tags

................................................................................................................................... 4711 Component annotations

................................................................................................................................... 4812 Associating symbols with symbols

................................................................................................................................... 4813 Dissociating symbols from symbols

Part IX Hands-On One 50

Part X Document Tokens 54

................................................................................................................................... 541 Understanding document tokens

Part XI Tag Rules 58

................................................................................................................................... 581 Internal functions

Part XII Tables 62

................................................................................................................................... 621 Modifying table structures

................................................................................................................................... 622 Exporting tables

................................................................................................................................... 633 Importing tables

Part XIII Queries 66

................................................................................................................................... 661 Creating queries

Part XIV Reports 70

................................................................................................................................... 701 Viewing reports

................................................................................................................................... 702 Creating reports

Part XV P&ID Options & Tools 74

................................................................................................................................... 741 P&ID options

................................................................................................................................... 752 Tools

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Index 77

P&ID Training ManualDesSoft - Engineering Design Documentation Software

Part

I


© 2011 DesSoft

1 Introduction & Setup

In this section we will cover:

How to setup DesSoft P&ID.How to navigate within F-Des .How to log in .

1.1 Introduction

What is DesSoft P&ID:

DesSoft P&ID enables you to create P&ID Drawings that are intelligent and can be linked to theproject database to provide bidirectional data between other DesSoft Engineering tools. This offer theideal design environment where all departments can work on the same project. This also eliminateall duplication of tag numbers in a project.

Minimum requirements are:

Basic knowledge on the Windows system. Process and Piping knowledge.Database knowledge

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1.2 Setup and Navigation

How to install DesSoft P&ID

This section will guide you on how to install DesSoft P&ID.

Please visit www.dessoft.co.za and download the latest version of DesSoft P&ID, if you do notalready have it.

Run the Setup.exe and follow onscreen prompts.The default install path for DesSoft P&ID is C:\Program Files\DesSoft\5.0\PID(Where [5.0] is the version which you are currently using.)

And the installed projects will be stored in the C:\1Des\SampleProjects folder.

How to navigate within DesSoft P&ID

Menu Bar:The menu bar displays all the menus available to the user. Some menus are module specific andwill be labeled with the module name in the title bar. In the screenshot above, "P&ID Tools", "Draw"and "Page Layout" are specific to the Diagram module that is currently open.

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© 2011 DesSoft

Ribbon Bar:Every menu in the menu bar, has it's own set of ribbon bars that are labeled and grouped accordingto specific functions to ensure ease of use.

Filter Bar:Almost every data window has a field above the data listed in the window. This enables you tofilter the content of the window for any specific criteria.

Quick Filter:This acts as a filter for the various component groups. The tag numbers displayed in the Tag List,are a result of the group selected in the Quick Filter. Eg. If Motors is selected in the Quick Filter,ONLY Motor tag numbers will be displayed in the Tag List.

Tag List:This list displays the tags of all the components associated to the group selected in the Tag ListFilter.

Diagram List:When the Documents tab is selected, this list displays the diagrams in the current project. It alsohas a Revision tab that will display all the revisions for the diagram selected under the Documentstab.

Window Tabs:All the currently open modules/components/diagrams etc. will be displayed here, for easy access. You can close a window tab by clicking the tab and then the "x" on the right hand side of thescreen. (IN LINE WITH THE TABS)

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Project Button: The Project button takes you to the screen where you can manage projects, manage users andtheir access rights, enter project information, application options, activate or return licensesand even contact support.

1. The Add Project function allows one to add an existing project located on a local or networkdrive to the Recent Projects List.

2. The Project/User Information section allows one to enter Project Information and ManageUsers for the project selected in the Recent Projects List, as well as manage SystemAdministrators.

3. The Recent Projects List, lists all the projects that were accessed recently. From here one canaccess a different project, open the project folder, remove projects from the list, delete projects orsimply log in as a different user.

4. The New Project function is a wizard type interface to simplify the creation of projects.5. Set the DesSoft P&ID system's options here.6. An existing user for the project selected in the Recent Projects List, can log in here.7. The System Administrator logs in here. Some functions are only available when the System

Administrator is logged in. (See Logging In )8. The System Administrator logs out here. 9. Here you can access DesSoft P&ID's help files, license the software, obtain DesSoft P&ID

version information and contact DesSoft support.10.Exits DesSoft P&ID.

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1.3 Logging In

The System Administrator needs to be logged in, in order to perform functions like:

Entering Project InformationManaging UsersManaging System AdministratorsChanging application options

Login as a System Administrator

1. In the menu bar, click Project.2. Click Login System Administrator.3. Enter the System Administrator's Username.4. Enter the System Administrator's Password.5. Click OK.

Logging in as a System Administrator allows you to manage users andprojects.

The default System Administrator username and password is "Administrator".

Login as a Project User

1. In the menu bar, click Project.2. Click Login Project User.3. Enter the Project User's Username.4. Enter the Project User's Password.5. Check the 'Remember Me ' option. (optional)6. Click OK.


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2 License Management

This section explains the various methods to activate DesSoft P&ID

To remove DesSoft P&ID from Evaluation mode, the software needs to:

1. Be activated with a Local Workstation license.2. Connect to the DesSoft Concurrent User Manager (CUM) that will issue a license to DesSoft

P&ID.3. Be setup to use the Licenses on the CUM.

2.1 Activating Licenses from Web License Server

Upon purchase of DesSoft P&ID the client is issued with a ClientID and a login Password to accessthe Client's licenses on the DesSoft Web License Server. To access the licenses visit the DesSoftWeb License Server at http://www.dessoft.co.za/licencelogin.aspx

How to Activate the CUM with Client Licenses

1. Make sure that the DesSoft Concurrent User Manager (CUM) is Installed.2. Visit the DesSoft Web License Server.

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3. Generate an activation code for all the licenses you want to make available on the CUM orcontact your company's License Administrator to issue you with an activation code.

4. Start the CUM application.5. In the CUM application, click Activate.6. Paste the Activation code you generated from the Web License Server or received from the

Company's License Administrator, in the Activate License dialog.7. Click Activate. If the transaction is successful, a message box will appear indicating the amount

of licenses that were activated on the CUM. After closing the Activate Licenses dialog thelicenses will appear in the CUM license list and the licenses are now ready to be used on thecompany's Local Area Network (LAN). If the transaction was unsuccessful see the section onFirewall and Proxies.

8. To setup DesSoft P&ID to use the CUM licenses on the company's LAN, see the topic Help andLicensing .

2.2 Concurrent User Management

1. Click here to enter your activation code you generated on the DesSoft website.2. Here you can change your proxy settings, and how often Concurrent User Manager must look for

Licenses.3. Refresh queries the web server for licenses. Be sure to hit Refresh after entering your Activation

code.4. The ID of the license.5. Your company name.6. The type of license. 7. The computer the license is on.8. If the license is available or in use.9. If the license is being used, this will tell you who is using it.10. When your license expires.11. Shows connectivity to the web server. If it's red, it means CUM cannot access the internet.

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Please check your firewall / proxy settings and ensure everything is correct.

2.3 Firewall and Proxies

If the transaction to activate your license on the CUM was unsuccessful, make sure that the CUM is notblocked by a Firewall. If your company uses a Proxy server contact your network administrator for theproxy settings.

To setup the proxy settings in the CUM application.

1. Click the Options button.2. Enter the proxy settings.3. Click OK.

To setup the proxy settings in DesSoft P&ID.

4. In the menu bar, click Tools.5. In the Tools and Options ribbon bar, click P&ID Options.6. In the Options dialog, click on Proxy Settings in the list.7. Enter the proxy settings.8. Click OK.


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3 Help and Licensing


Activating a local license.Returning a local license.Connecting to the license server (CUM).Finding version information.Contacting support.

3.1 Activating a local license

1. Visit the DesSoft Web License Server and generate an activation code for all the licenses youwant to make available for the Workstation/Notebook or contact your company's LicenseAdministrator to issue you with an activation code.

2. In the menu bar , click Project.3. Click Help.4. Click Activate Local License.

5. Enter the activation code you received from the DesSoft Web License Server or from thecompany's License Administrator.

6. Click Next.7. The activation code will be verified on the DesSoft Web License Server and if the code is valid a

local license will be created on your computer.

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8. If the transaction failed refer to the Firewall and Proxies section.

3.2 Returning a local license

1. In the menu bar , click Project.2. Click Help.3. Click Return Local License.

4. Click Return License to return the license to the DesSoft Web License Server. If thetransaction was successful the following dialog will appear.

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5. If the transaction failed refer to the Firewall and Proxies section.6. If DesSoft P&ID was previously setup to connect to the CUM and there are licenses available on

CUM, your computer will automatically fetch a license from the CUM on your company'sLAN.

7. If DesSoft P&ID stays in EVALUATION mode refer to the License Management section to setup licensing.

3.3 Connecting to the license server

1. In the menu bar, click Project.2. Click Help.3. Click Connect to LAN License Server.

4. Enter the host computer name or IP address. This will be the computer where the CUM is

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installed.5. Enter the Host Port number. This number must be the same as the Listen Port on the CUM.6. Select the License Tag Limit that you need. The available Tag Limits can be seen on the CUM if

not known.7. Click Test to test communication with the CUM.8. If the connection was successful the following dialog will appear. DesSoft P&ID will start to use

licenses from the CUM.

9. If the connection failed, the following dialog will appear. Verify your Host Name and Port as wellas your computers firewall & proxy settings.


© 2011 DesSoft

3.4 About dialog

The about dialog shows information about the current version as well as support information.

1. In the menu bar, click Project.2. Click Help.

3.5 Contact support

1. In the menu bar, click Project.2. Click Help.3. Click Contact Us.4. Login to your DesSoft account or register if you don't have one.5. Click Create New Issue.

An internet connection is required to contact support.

After logging a support issue you will receive an e-mail with a support tracking number. Pleaserefer to the support tracking number in all follow up conversations.


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4 P&ID Modules

ProjectsThe projects module is used to create, open and delete projects. Existing Projects can also beadded to the projects tree in the projects module.

Tag ListThis module is used to create, rename and open components. Components can also be draggedand dropped from the Tag List onto a P&ID Diagram.

Diagram ListThis module is used to create, delete, open, print and revise P&ID Diagrams.

TablesThis module is used to open various tables in the project for editing, importing data into the databaseor exporting the data into Microsoft Excel for editing or reporting. The tables can also be modified toadd additional columns into the database.

QueriesThis module interface is similar to the tables module interface and you can create your own dataqueries to view, update and delete data from the database.

Knowledge of Microsoft SQL Language is essential to create your own queries.

ReportsThis module is used to create, delete, print and view various reports. Each report can run against itsown configuration and a report can have multiple configurations.

For example: A report can be created to show all the equipment in the project. This report can have aconfiguration that will show only Area 10. Another configuration can be added that shows onlyArea 20 equipment. This is an easy method to report on various equipment in the project. Knowledge of Microsoft SQL is essential to create queries for the reports.

Libraries and StandardsThis module opens the Standards list, Pick list editor, Document tokens editor, Symbol library andthe Property page.

Tools and OptionsThis module opens DesSoft P&ID's options and Data Tools dialog that can be used to check theintegrity of the database.

HelpThis module opens all Help and Licensing related dialogs.


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5 Projects


The available options when creating a project.How to open a project.How to create a project .How to delete a project.The project tree .

5.1 Project building options

'Project Type' options

1. New From System Project - The new project will be created from the System Project andSystem Library with a Local Library.

2. Access 2000 Project - This is mostly used when the project often needs to be mobile.3. SQL Server Project- This is mostly used when large teams work on the same project and the

project does not need to be mobile.

'Project options' options

1. Local Libraries - The project will have it's own library, which will only be available to that project.2. Shared Libraries - Multiple projects can use the same library.

'Create project from...' options

1. System Project - The project will be created from the original project structures found on theinstallation CD/DVD.

2. Current Project (Without Data) - A duplicate of the current project will be made, excluding thedata. This is useful if you have added custom fields to the database and wish to use it in anotherproject.

3. Current Project (With Data) - A duplicate of the current project will be made, including thedata. This is handy if you have projects that contain very similar data.

When creating SQL Server projects, the company's SQL Server Administrator'scredentials are required to give DesSoft P&ID rights to create the SQL database

and user login in SQL Server.

5.2 Creating projects

1. In the menu bar, click Project.2. Click New Project.3. On the left, select what type of project you want to create.4. Select what type of library the project must have.5. Select where the project must be created from.6. On the right, browse to where you want your project located.7. Under Project Name, enter a name for the project.8. Under Project Description, enter a description for the project.9. Click Create Project.

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5.3 Opening projects

1. In the menu bar, click Project.2. Click Recent Projects.3. Select the project in the list.4. Click Open Selected Project.

5.4 Deleting projects

1. In the menu bar, click Home.2. In the Modules ribbon bar, click Projects.3. Select the project in the Project Tree.4. In the Project ribbon bar, click Delete Project.5. Click Yes.

5.5 The Recent Projects list

Adding a project to the list

1. In the menu bar, click Project.2. Click Add Project.3. Browse to the DesSoft.Proj / Config.xml file in the Project Folder.4. Click Open.

Removing a project from the list

1. In the menu bar, click Project.2. Click Recent Projects.3. Click Remove From Recent List.

Switching Users

In the menu bar, click Project.Click Recent Projects.Click Switch Users.Select the Username and enter the Password.Click OK.


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6 User Management


How to add a new user.How to delete an existing user.How to change a user's password or group.Setting a user's access rights.

To manage users of a project, the project must be selected in the RecentProjects list.

Only System Administrators can manage users.

6.1 Add a user group

1. In the menu bar, click Project.2. Click Project/User Information.3. Click Manage Users.4. In the Groups section, click Add New Group.5. Specify the Group Name.6. Specify the Group Description.7. Click OK.

6.2 Delete a user group

1. In the menu bar, click Project.2. Click Project/User Information.3. Click Manage Users.4. In the Groups section, select the Group.5. In the Groups section, click Delete Selected Group.6. Click OK.

6.3 Rename a user group

1. In the menu bar, click Project.2. Click Project/User Information.3. Click Manage Users.4. In the Groups section, select the Group.5. In the Groups section, click Rename Selected Group.6. Perform the desired changes.7. Click OK.

6.4 Add a user

1. In the menu bar, click Project.2. Click Project/User Information.3. Click Manage Users.4. In the Users section, click Add New User.5. Under Username, specify the desired Username.6. Under Password, specify the desired Password.7. Select the group the user will belong to.8. Click OK.

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6.5 Delete a user

1. In the menu bar, click Project.2. Click Project/User Information.3. Click Manage Users.4. In the Users section, select the user.5. In the Users section, click Delete Selected User.6. Click Yes.

6.6 Modify a user

1. In the menu bar, click Project.2. Click Project/User Information.3. Click Manage Users.4. In the Users section, select the user.5. In the Users section, click Change Selected User's Password and/or Group.6. Perform the required changes.7. Click OK.

6.7 Defining access rights

Access rights can be set per module, per user.There are 5 check boxes. Below explains their checked state.

New - The user can create new items in the module.Edit - The user can edit/modify items in the module.Rename - The user can rename items in the module.Delete - The user can delete/remove items in the module.Available - The user will not be able to access the module at all. The button will even

disappear from the interface.

1. In the menu bar, click Project.2. Click Project/User Information.3. Click Manage Users.4. In the Users section, select the user.5. In the Groups section, perform the desired changes.6. Click Close.


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7 Creating Plant Components


How to use the pick list editor.How to create instruments.How to create equipment.How to create pipes.

We will be building this P&ID

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Creating Plant Components 35

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7.1 Updating the pick list

Use the picklist to create sub-groups in the Quick Filter.

The picklist can create sub-groups for the following Groups.

Group List Type Table

Electrical components ETYPE EINDEXFlanges FTYPE FLANGEInstruments ITYPE IINDEXNozzles NTYPE NOZZLEPipes PTYPE PIPEEquipment QTYPE EQUIPMENTReducers RTYPE REDUCERValves VTYPE VALVE

1. In the menu bar, click View.2. In the Open Editor ribbon bar, click Picklist.3. Under List Type, select ITYPE.4. Under List Item, enter TX.5. Under Description, enter Transmitter.6. Under Table(s), enter IINDEX.7. Click Add.8. Click OK.


© 2011 DesSoft

7.2 Creating instruments

1. Select the Transmitter sub-group in the Quick Filter.2. In the Component ribbon bar, select New Component.

A sub-group must be selected for this ribbon bar to appear.

3. Under Tag Number, enter 30-TT-009.4. Under Tag Rules, select Area-Func-Num.5. Click OK.

6. Repeat step 2 to 5 and create the rest of the instruments on the P&ID under the following groupsusing the Area-Func-Num Tag Rule. You should have a total of 15 instruments.


© 2011 DesSoft

FUNCTION GROUP SUB-GROUPLE, TE Instruments Instrument ElementFT, LT, TT Instruments TransmitterFIC, LIC Instruments ControllersLV, FV Instruments Instrument ValvesMV Valves Manual Valves

7.3 Creating equipment

1. Select the Motor sub-group in the Quick Filter.2. In the Component ribbon bar, select New Component.3. Under Tag Number, enter 30-M-003.4. Under Tag Rules, select Area-Func-Num.5. Click OK.

6. Select the Tank sub-group in the Quick Filter.7. In the Component ribbon bar, select New Component.8. Under Tag Number, enter 30-TNK-005.9. Under Tag Rules, select Area-Func-Num.10. Click OK.

11. Repeat step 7 to 10 and create the tanks on the P&ID using the Area-Func-Num Tag Rule.12. Also use the steps above to create the pump under the Mechanical Pump sub-group.

7.4 Creating pipes

1. Select the Major Process Pipes sub-group in the Quick Filter.2. In the Component ribbon bar, select New Component.3. Under Tag Number, enter 30-EFF-4"-001.


© 2011 DesSoft

4. Click Show.5. Click Add Rule Line until you have 4 rule lines.6. Type the data below into the rule column as shown below.

Area=GetS(1,TagNum,"-")Func=GetS(2,TagNum,"-")PipeSize=GetS(3,TagNum,"-")Num=GetS(4,TagNum,"-")

7. Under Rule Name, enter Pipe Training.8. Click Save As.9. Click OK.10. Using the Pipe Training Tag Rule, create the rest of the pipes and categorize them as follows:

2" = Minor Process Pipes4" = Major Process Pipes

NOTE: For more information on Tag Rules, refer to the Tag Rules topic.58


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8 P&ID's


How to create a diagram.How to populate a diagram.How to use anchor points.How to modify existing symbols.How to create symbols.

8.1 Creating a P&ID

1. In the menu bar, click Home.2. In the Modules ribbon bar, click Diagrams.3. In the Diagram ribbon bar, click New.4. Under Tag Number, enter 30-PID-01.5. Click OK.

6. Create 2 more diagrams: 30-PID-02 and 30-PID-03.

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8.2 Populating a P&ID

1. In the Symbol Library, select Tanks.2. In the Symbols list, right click and drag Pressure Vessel 1 onto the diagram twice.3. Repeat step 1 to 2 and add the following symbols to the diagram.

Symbol Library Symbol Quantity

Instrument Symbols Front of Panel Mounted Instrument 6Instrument Symbols PiD - Field Instrument 4Instrument Symbols DCS Function (Accessible to Operator) 2Tanks Flash Tank 2 2Transmitters Level Level Gauge 1Pumps Variable Speed Pump 1Border Components Document Entry 2Border Components Document Exit 2Valves Control Valve A 1Valves Control Valve A.1 1Valves Manual Control 2

4. Arrange the components to look similar to the P&ID.5. Connect all the components together as in the P&ID.6. When done, click the P&ID Tools ribbon bar.7. In the Diagram ribbon bar, click Save.

8.3 Anchor points

Adding anchor points

1. Select the symbol on the diagram.2. In the Anchor Points ribbon bar, click the Anchor point you wish to add.

Moving anchor points

1. Select the Anchor Point, by dragging a box around it.2. Use the arrow keys to move the Anchor Point to the desired location. Holding down control


© 2011 DesSoft

while moving the anchor point, allows you to place it more accurately.

Deleting anchor points

1. Select the Anchor Point, by dragging a box around it.2. On the keyboard, press Delete.

8.4 Modifying existing symbols

You may have realized while populating the diagram, that we don't have the correct symbol for 30-FV-002. However, we do have a symbol that looks similar (Control Valve A.1). Let's modify thissymbol to our requirements.

Control Valve A.1

1. In the Symbol Library, select Valves.2. In the Symbol list, right click and drag Control Valve A.1 onto the diagram.3. Select the symbol on the diagram.4. In the the Arrange ribbon bar, click Ungroup.5. Select "TAGNUM".6. In the menu bar, click Format Text.7. In the Font ribbon bar, select the Arial font and size 6.8. Change the rest of the symbol to our requirements.9. Select all the pieces of the symbol by dragging a box around them.10. In the Arrange ribbon bar, select Group.11. In the Symbol Library, click New.12. Name the new library Training.13. Click OK.14. In the menu bar, click P&ID Tools.15. In the Symbol ribbon bar, click Add to Library.16. Name the new symbol Control Valve.17. Click OK.18. In the Symbols list, right click and drag Control Valve onto the diagram to use it for 30-FV-002

.

Clicking Add to Library, will add the symbol to the library currently selected.

19. Modify the symbol used for 30-TT-009, to contain the FUNC and NUM text.20. Add it to the Training library.21. Name the symbol Local Instrument.22. Replace all the local instruments' symbols with the new Local Instrument symbol.

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8.5 Creating symbols

Create the Pre-Heater symbol below with its anchor points.

1. In the menu bar, click Draw.2. In the Draw Shapes ribbon bar, click Draw.3. Use the drawing tools to draw the symbol.4. Select "TAGNUM".5. In the menu bar, click Draw.6. In the Arrange ribbon bar, select Group.7. Select all the pieces of the symbol by dragging a box around them. (including TAGNUM)8. In the Arrange ribbon bar, select Group.9. In the Anchor Points ribbon bar, click the top and bottom anchor points.10. In the Symbol Library, select Training.11. In the menu bar, click P&ID Tools.12. In the Symbol ribbon bar, click Add to library.13. Name the symbol Pre-Heater.

Clicking Add to Library, will add the symbol to the library currently selected.

By making the textbox a group and then grouping it together with the rest of thesymbol, enables you to move the textbox later on without ungrouping.

14. Create a tie-in symbol. Pay attention to which anchor point is used.15. Add it to the Training library.16. Name the symbol Tie-in.17. Refer to the P&ID and used the Tie-in symbol where applicable.18. Once all the lines are connected to it, select the symbol on the diagram.19. In the menu bar, click P&ID Tools.20. In the Database Link ribbon bar, click Create Tie-In.


© 2011 DesSoft

8.6 Creating a Tie-In

1. Select the Tie-In symbol on the diagram.2. In the menu bar, click P&ID Tools.3. In the Database Link ribbon bar, click Create Tie-In.

This procedure allows the software to create an ID for the Tie-In symbol whichwill prove useful when doing reports such as a pipe-run.

8.7 Associating components with symbols

1. Right click and drag 30-TT-009 from the Tag List onto the relevant symbol to associate it withthat symbol. (refer to P&ID)

2. Associate the rest of the instruments, equipment, pipes and documents.

8.8 Dissociating components from symbols

1. Select the symbol on the diagram.2. In the menu bar, click P&ID Tools.3. In the Database Link ribbon bar, click Unlink Component.4. Click Yes.

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8.9 Defining process line types

1. Select the line on the diagram.2. In the menu bar, click Format Line.3. In the Change line to... ribbon bar, click Process Major or Process Minor.

8.10 Automatic pipe tags

1. In the menu bar, click Tools.2. In the Tools and Options ribbon bar, click P&ID Options.3. Select Pipe Options from the list.4. Check all the available options.5. In the Pipe Number Shape section, select Square.6. Under Tag Number Rule, enter Pipe.Area+"-"+Pipe.Func+"-"+Pipe.PipeSize+"-"+Pipe.

Num7. Define the colors you want your major and minor process lines to appear in on the P&ID.8. Click OK.9. In the menu bar, click P&ID Tools.10. In the Database Link ribbon bar, click Update Pipe Tags.

8.11 Component annotations

Specifying fields for component annotations

1. In the menu bar, click Tools.2. In the Tools and Options ribbon bar, click P&ID Options.3. Select Tag Number Annotations from the list.


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Here you can specify column names that w ill be included in component annotations

on a P&ID.

Annotating components

1. In the Diagram List, double click on 30-PID-01.2. On the diagram, select 30-TNK-007.3. In the menu bar, click P&ID Tools.4. In the Database Link ribbon bar, click Annotate Component.

8.12 Associating symbols with symbols

You can associate symbols on a P&ID with each other in order to move them together.

1. Select the equipment on the P&ID.2. Press and hold Ctrl and select the instruments you wish to associate with the equipment.3. In the menu bar, click P&ID Tools.4. In the Components ribbon bar, click Associate.

You can only associate instruments with equipment.

8.13 Dissociating symbols from symbols

1. Select the symbol on the diagram.2. In the menu bar, click P&ID Tools.3. In the Components ribbon bar, click Dissociate.4. Click Yes.


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9 Hands-On One

For this hands on session, we will be using all the skills learnt so far to createthe following P&ID.

The term "Components" means Instruments, equipment, pipes and diagrams.

1. Create a new project: Training2.2. Create all the components under the relevant groups in the Tag List. You are free to create as

many sub-groups as you like.3. Create and modify symbols as necessary and add them to the Training Library.4. Associate all the components to the relevant symbols.5. Define the Automatic Pipe Tags Rule.6. Major Process Pipes are red.7. Minor Process Pipes are green.

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10 Document Tokens

What are document tokens?

A token is the text on a drawing that is being used to link information from the database. A tokencan be identified as text starting with the “&” character.

10.1 Understanding document tokens

Typical token structure is &1B2,Panel.TagNum or &2A3,Term.TNum.As terminal, Panel, Tstrip, etc numbers are commonly used per template, shortcuts can be createdto reduce the amount of “clutter” on the template. These shortcuts must be created and viewed inP&ID from the menu “View\Document Tokens”. For the above example Panel.TagNum can bereplaced by Panel and Term.TNum by TN.E.g: &1B2,Panel or &2A3,TN.

To achieve this, the document tokens are created as follows:Panel = Panel.TagNumTN = Term.TNum

And for the same matter one could createTC = Core.Core (Connected Terminal’s Core Color)

A token consist of the identifier, an address section and the database reference name, e.g. &2A3,Term.TNum where:1. Identifier = &2. Address = 2A3The address (2A3) is the seek field been used to get the correct record from the database where:\

Ord address = the digits before the character, in this case “2” represents an Ord number of theTstrip in Field bus templates or the Ord of the Instrument in a Loop drawing. Thus in a typical fieldbus junction box, there can be three or more Tstrips and the Ord field in the Tstrip table willuniquely identify the Tstrip’s data to be displayed on the drawing.TsCon address = the Tstrip connection position within a connection row. A connection row are theconnections for example from the instrument’s positive terminal to the junction box terminal, viamulti-core cable to the PCS/PLC/DCS cabinet’s terminal to the card’s terminal and then onewould have another row for the negative terminal, etc. The TsCon will start at A and increments toD in the above scenario. (See below)

Trow address = the digits after the character, in this case “3” that presents the terminal rownumber within the tstrip or for that matter in a loop diagram the Instrument’s tstrip’s trow number.The Trow address is only required when detail connections needed to be displayed.

3. Database reference = Term.TNum(Remember that the database reference can be replaced by a shortcut token)(The database reference needs to have the table name plus a dot plus the column name in that table.When a shortcut token is used, there is additional functionality available namely the IIF function andalso the Get type functions like GetS, GetN, etc.)

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Tips (suggestions) for future planning when using templates on a P&ID project:

To allow existing templates to work and possible future templates to be created as different loopconfigurations occur during the project process:

1. Make sure that all instruments are in Tstrip connection position (TsCon) “A”2. All junction box TsCon in “J”, which allows other JB’s or LCP to be created between the

Instrument and the JB.3. All Card TsCon in “Y”, which allows other cabinets, Marshalling strips to be somewhere between

“J” and “Y”, etc.


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11 Tag Rules

Tag Rules are used to build tag numbers in a certain format as well as populatingadditional fields in the table of the component, the rule is applied on.In the following example is an Analog Input Transmitter Tag Rule that populates the Area,Func, Num and the I_O fields in the database for the instrument tag number.

For more functions that are available, see the Internal Functions topic.

11.1 Internal functions

Internal functions used with Tag Rules

1. GetS function (Get Substring)The GetS function will get a substring from the string passed as a parameter.

Definition: GetS(nPos, String, Delimiter) wherenPos (number) is the position of the substring inside the string.String (text) is the passed string to the functionDelimiter (text) is used to determine the count for nPos. By default the delimiter is a "," and

when it is something else one has to specify it.

E.g. To get the function (second) part out of a tag number (string) that consists of area-func-num ("-"is the delimiter) the function will be: GetS(2,"22-M-01","-") = "M"If the string must be a specific field in the database then the field name has to be passed like:

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GetS(2,TagNum,"-") = "M"

A literal string value must be passed with inverted commas ("). When a reference to a text fieldis passed as the string value, then the field name without the inverted commas is typed.A number is also passed without the inverted commas. A number reference is treated the sameas above.

2. GetL function (Get the Left part of a string)The GetL function will get the specified amount of characters from the left of the string.

Definition: GetL(nPos, String) wherenPos (number) is the amount of characters from the left in the string.String (text) is the passed string to the function.

E.g. GetL(2,"ABCD-123-EFG") = "AB"

3. GetR function (Get the Right part of a string)The GetR function will get the specified amount of characters from the right of the string.

Definition: GetR(nPos, String) wherenPos (number) is the amount of characters from the right in the string.String (text) is the passed string to the function.

E.g. GetR(2,"ABCD-123-EFG") = "FG"

4. GetN function (Get the Number part of a string)The GetN function will get the first numbers found from the string.

Definition: GetN(String) whereString (text) is the passed string to the function.

E.g. GetN("ABCD123-EFG") = "123"

5. GetC function (Get the Character part of a string)The GetC function will get the first characters found from the string.

Definition: GetC(String) whereString (text) is the passed string to the function.

E.g. GetC(GetS(1,"123ABCD-EFG",”-“)) = "ABCD"

6. GetP function (Get the Position character in a string) (only 2 parameters)The GetP function will get the character from the string at the specified position.

Definition: GetP(nPos, String) wherenPos (number) is the position of the character counted from the beginning of the string.String (text) is the passed string to the function.

E.g. GetP(2,"ABCD123-EFG") = "B"

7. GetP function (Get the Part of a string) (3 parameters)The GetP function will get part of the string from the specified position for an amount of

characters.

Definition: GetP(nPos, String, nAmount) wherenPos (number) is the position of the character counted from the beginning of the string.String (text) is the passed string to the functionnAmount (number) is the amount of characters to return from the defined position in the string.

E.g. GetP(3,"ABCD123-EFG",4) = "CD12"


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8. GetX function (Get the NeXt value from the last character in a string)The GetX function will get the next incremented value for the last character in a string. It can be

a numeric value or a string value.

Definition: GetX(String) whereString (text) is the passed string to the function

E.g.1. GetX("ABCD123-EFG") = "ABCD123-EFH"E.g.2. GetX("ABCD123") = "ABCD124"

9. GetX function (Get the NeXt incremented count value from the last character in a string)The GetX function will get the next incremented count value for the last character in a string. It

can be a numeric value or a string value.

Definition: GetX(String, nCount) whereString (text) is the passed string to the functionnCount (number) is the amount that the last character in the string needs to be incremented.

E.g.1. GetX("ABCD123-EFG",3) = "ABCD123-EFJ"E.g.2. GetX("ABCD123",3) = "ABCD126"

10. The above functions can be called as a combination like:

E.g. TagNum = "22-M-001AB"GetR(2,GetS(3,TagNum,"-")) = "AB"

The function will always first evaluate the function within the brackets and work its way to theoutside. Thus the above example will first return the GetS(3,TagNum) that equals "001AB" then runthe GetR(2 part of the function which results in "AB".


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12 Tables


How to modify table structures.How to export table information.How to import table information.

12.1 Modifying table structures

Change the field size of the I_O in the Term table.

1. In the menu bar, click Home.2. In the Modules ribbon bar, click Tables.3. In the Table List, click on Term.4. In the Table Option ribbon bar, click Modify.5. In the list, select I_O.6. Change the Field Size to 8.7. Click Update.8. Click Ok.

You can also add / delete columns here.

Always refresh your table for changes to take effect.

12.2 Exporting tables

1. In the menu bar, click Home.2. In the Modules ribbon bar, click Tables.3. In the Table Option ribbon bar, click Show Hidden Tables.

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4. In the Table List, select Valve.5. In the Table Data ribbon bar, click Export.

6. Select the file type you wish to export the table data to.7. Browse to the location where you wish to create the file by clicking the ellipse button.8. Specify the filename.9. Click OK.

12.3 Importing tables

1. In the menu bar, click Home.2. In the Modules ribbon bar, click Tables.3. In the Table Option ribbon bar, click Show Hidden Tables.4. In the Table List, click on CableStandards.5. In the Table Data ribbon bar, click Import.6. Browse to the file you wish to import.7. Click Open.

8. Check the field(s) that exist in the file as well as in the table that can be used as the link keybetween the file rows and the table records.

9. Click OK.


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13 Queries


How to create queries.

13.1 Creating queries

Write a query to count the valves in the project

1. In the menu bar, click Home.2. In the Modules ribbon bar, click Queries.3. In the Query Options ribbon bar, click New Query.4. In the Script Area, type the following query:

SELECT Count(Valve.TagNum) AS ValveCount FROM Valve

5. In the Query Options ribbon bar, click Execute.

Change the query to include the P&ID Numbers the valves belong to

6. Change your query to the following:

SELECT Document.TagNum AS 'P&ID', Count(Valve.TagNum) AS ValveCountFROM (Valve INNER JOIN DocumentCon ON Valve.ValveID = DocumentCon.ConID) INNER JOINDocument ON DocumentCon.DocumentID = Document.DocumentIDGROUP BY Document.TagNum

In the query above, we added another column in the SELECT statement (Document.TagNum). Sincewe are using 2 different tables (Document and Valve), we have to find a column in each of them thatwe can use to set the tables equal to each other — These columns are the ID-columns — ValveID,ConID and DocumentID. In order to get to the Document.TagNum, we have to JOIN the Valve Tableand the DocumentCon Table together on the ValveID and ConID columns to get the DocumentID.Once we know what the DocumentID is, we can JOIN the DocumentCon Table and the DocumentTable together on the DocumentID column to finally get Document.TagNum. Lastly, we group theresult of the query by Document.TagNum in order to see how many valves there are per P&ID.

Change the query to include the Manufacturer, Model, VType, PipeSize and theP&ID Description

7. Change your query to the following:

SELECT Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.Description AS 'P&IDDescription', Document.TagNum AS 'P&ID', Count(Valve.TagNum) AS ValveCountFROM (Valve INNER JOIN DocumentCon ON Valve.ValveID = DocumentCon.ConID) INNER JOINDocument ON DocumentCon.DocumentID = Document.DocumentIDGROUP BY Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.TagNum,Document.Description

In the query above, we only added a few more columns in the SELECT statement. Since these arelocated in the Valve and Document table, there is no need to add any JOIN statements. At the end ofthe query, we used the group by statement again. The order you put the fields in, in the GROUP BY

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statement, will be determined by how you would like the information to be presented on your report.

Change the query to filter for a certain manufacturer

SELECT Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.Description AS 'P&IDDescription', Document.TagNum AS 'P&ID', Count(Valve.TagNum) AS ValveCountFROM (Valve INNER JOIN DocumentCon ON Valve.ValveID = DocumentCon.ConID) INNER JOINDocument ON DocumentCon.DocumentID = Document.DocumentIDWHERE Valve.Manufacturer = "Parker"GROUP BY Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.TagNum,Document.Description

In the query above, we only added a WHERE clause that filters all the valves and only returns the valvesthat contain "Parker" in the Valve.Manufacturer column.

8. In the Query Options ribbon bar, click Save.9. Name the query ValveCount.

STATEMENT EXPLANATION

SELECT Selects data from the database

JOIN Joins tables together

WHERE Filters the selected data for a specified value

GROUP BY Groups common values for the fields specified, inthe order they are specified


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14 Reports


How to view reports.How to create your own reports.

14.1 Viewing reports

Select and view the Instrument index and Cable Schedule.

1. In the menu bar, click on Home.2. In the Modules ribbon bar, click on Reports.3. In the Reports List, expand Instrument Index.4. Double Click on Instrument Index to view it, close when done.5. In the Reports List, expand Document Register.6. Double Click on Document Register to view it, close when done.

14.2 Creating reports

We are going to create a report for the query we created in the Queries section.

1. In the menu bar, click Home.2. In the Modules ribbon bar, click Queries.3. In the Queries List, expand Select.4. Open the ValveCount query.5. Copy the query text from the Script Area.6. Close the Query Viewer.7. In the Modules ribbon bar, click Reports.8. In the Report File ribbon bar, click New.9. Paste the query in the box that appears.

10. Click Next.11. Move Manufacturer, Model, VType and PipeSize into the Groups section.

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12. Move 'P&ID', 'P&ID Description' and ValveCount into the Detail section.

13. Click Next.14. Under Layout, Select Outline.15. Click Next.16. For training, select the first style for your report. Otherwise, select any style you wish to use.17. Click Next.18. Name the report Valve Count - Parker.19. Select Modify the report's design.20. Click Finish.21. Change the design of the report to look like the one below.


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15 P&ID Options & Tools


DesSoft P&ID's options dialog.The Data Tools dialog.The Task list.

15.1 P&ID options

1. Displays general project information. You can also change the location of the Libraries andSystem Project here by clicking on the linked path.

2. Change document output behaviour as well as the document list's colors.3. Enable/disable tracking of changes and specify what type of changes must be tracked.4. Specify which database fields need to be included in annotations on P&IDs.5. Specify the Tag Rule that will be used for pipes as well as the colors they are displayed in on

P&ID's.6. Change the location where document repository is kept and general settings for repository

related items.7. Define proxy settings.8. Other departments in your company can receive e-mail notifications of changes made to the

database using your e-mail account settings entered here. <UNDER CONSTRUCTION>

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15.2 Tools

Data Tools

Data tools is used to keep your project clean & proper.Synchronizes associated components' information to ensure information is correct.Keeping a database healthy has NEVER been this easy, nor this fast!

1. Deletes pipes that are not associated to a diagram.2. Deletes nozzles that are not associated to anything.3. Synchronizes the sizes specified for the nozzles, with the sizes specified for pipes.4. Synchronizes the sizes specified for the reducers, with the sizes specified for pipes.5. Synchronizes the sizes specified as the instruments valves' pipe size, with the sizes specified for

pipes.6. Synchronizes the sizes specified as the hand valves' pipe size, with the sizes specified for pipes.

Task List

Make note of what needs to be done (before you forget).Keep track of what has been done.Prioritize tasks.

1. In the ribbon bar, click View.2. In the View ribbon bar, click Task List.

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Index- A -About Dialog 22

Activate a Local License 18

Activating Licenses from Web License Server 14

- C -Component Tag List 34

Concurrent User Management 15

Concurrent User Management (CUM) 14

Connecting to the License Server 20

Contact Support 22

Creating a P&ID Diagram 42

Creating Projects 26

- D -Deleting a Project 27

- F -Firewall and Proxies 16

- H -Help And Licensing 18

- I -Introducation 8

Introduction 9

- L -License Management 14

- M -Managing Users for a Project 30

- O -Opening Projects 27

- P -P&ID Dashboard 24

P&ID Diagrams 42

P&ID Options 74

Project Building Options 26

Projects 26

- R -Returning a Local License 19

- S -Setup 9

- T -Table Structures 62

- U -Updating the Pick List 36

Back Cover

dessoft - p&id pid piping & instrumentation design engineering software training manual...

Documents

user group

concurrent user management

publisher dessoftall

local license

publisher andthe author

license management141

web license server

opening projects