diagrams user guide

Diagrams

User Guide

AVEVA Solutions Ltd

DisclaimerInformation of a technical nature, and particulars of the product and its use, is given by AVEVASolutions Ltd and its subsidiaries without warranty. AVEVA Solutions Ltd and its subsidiaries disclaimany and all warranties and conditions, expressed or implied, to the fullest extent permitted by law.

Neither the author nor AVEVA Solutions Ltd, or any of its subsidiaries, shall be liable to any person orentity for any actions, claims, loss or damage arising from the use or possession of any information,particulars, or errors in this publication, or any incorrect use of the product, whatsoever.

CopyrightCopyright and all other intellectual property rights in this manual and the associated software, and everypart of it (including source code, object code, any data contained in it, the manual and any otherdocumentation supplied with it) belongs to AVEVA Solutions Ltd or its subsidiaries.

All other rights are reserved to AVEVA Solutions Ltd and its subsidiaries. The information contained inthis document is commercially sensitive, and shall not be copied, reproduced, stored in a retrievalsystem, or transmitted without the prior written permission of AVEVA Solutions Ltd Where suchpermission is granted, it expressly requires that this Disclaimer and Copyright notice is prominentlydisplayed at the beginning of every copy that is made.

The manual and associated documentation may not be adapted, reproduced, or copied, in any materialor electronic form, without the prior written permission of AVEVA Solutions Ltd. The user may also notreverse engineer, decompile, copy, or adapt the associated software. Neither the whole, nor part of theproduct described in this publication may be incorporated into any third-party software, product,machine, or system without the prior written permission of AVEVA Solutions Ltd, save as permitted bylaw. Any such unauthorised action is strictly prohibited, and may give rise to civil liabilities and criminalprosecution.

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

First published September 2007

© AVEVA Solutions Ltd, and its subsidiaries 2007

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

TrademarksAVEVA and Tribon are registered trademarks of AVEVA Solutions Ltd or its subsidiaries. Unauthoriseduse of the AVEVA or Tribon trademarks is strictly forbidden.

AVEVA product names are trademarks or registered trademarks of AVEVA Solutions Ltd or itssubsidiaries, registered in the UK, Europe and other countries (worldwide).

The copyright, trade mark rights, or other intellectual property rights in any other product, its name orlogo belongs to its respective owner.

AVEVA Diagrams

Contents Page

AVEVA DiagramsContents

DiagramsDiagrams Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1Document Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1Diagrams Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1Database Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:2Main Operating Principles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:3

Application Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:5Runtime Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:5Environment Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:5Document Files, Sessions etc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:5

Copying Data between Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:6Database Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:7Schematic DB. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:7MDB Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:7Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:7Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:7

Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:9Starting the Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:9Making settings for the program session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:9Select Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:9Set up Default Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:10

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Select a Default System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:11Select a Current Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:12

Application Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:12Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:12Diagrams Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:13Other Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:16

Migration of Data from Tribon M3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:17Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:17Importing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:17Upgrading Shapes to Diagrams Format. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:17Upgrade Selected Master(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:18Upgrade Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:18Re-creating Database Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:18

Creating Shapes and Adding to Stencils. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:18Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:18Creating MS Visio Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:19Creating Diagrams Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:27Import Shape Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:28Edit Master . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:36

Working with Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:39Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:39Main GUI Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:40Main Window and Dockable Sub-windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:40Schematic Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:40System Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:41Diagram Drafting Canvas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:43Custom Properties Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:44Item List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:44Catalogue Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:45Command Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:46Message Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:47Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:48Initial 3D Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:50Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:50Find in Drawing Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:51Standard DB Browse Dialogue. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:52Document Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:53

Standard MS Visio Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:54

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Application Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:57Keyboard Shortcuts and Function Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:58File Handling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:58Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:58Document file formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:58New . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:59Open . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:60Open Read Only. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:63Save Work and Save As . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:70Get Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:71Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:71Additional Notes on File Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:71

Define / Undefine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:71Refresh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:72Consistency Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:72Annotation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:74Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:74Shape Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:75Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:76Property Break Symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:76

Off-page Connectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:77Offline Instruments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:80Manual Component Selection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:82Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:82Catalogue Explorer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:83Defining Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:83Modifying, Renaming and Deleting Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:86Using Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:86Selection Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:86Result List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:87

Copying/Pasting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:90Primary / Secondary Shapes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:90Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:90Creating Secondary Shapes by Changing Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:91Creating Secondary Shapes by Copy/Paste . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:92Viewing and Changing Primary/Secondary Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:93Behaviour of Primary/Secondary Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:93

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Deleting Primary/Secondary Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:97Finding All Shapes Referring to a Certain DB Element . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:97

Using Background Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:97Setting an Initial 3D Position. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:98Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:98Setting the Initial 3D Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:98

Changing Symbols for Existing Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:98Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:98Manual Replacing of Symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:98Automatic Replacing of Symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:99Replace Symbol from Catalogue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:100

Setting System Reference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:101Naming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:101Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:101Autonaming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:102Auto Renaming. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:102Rename Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:102Prompting the User to Enter a Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:104

Highlighting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:104Importing/Exporting Drawings, Stencils and Templates . . . . . . . . . . . . . . . . 4:105Importing and Exporting Data to the DB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:105Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:105Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:106

Undo and Redo. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:106

Piping & Instrumentation Diagrams (P&IDs) . . . . . . . . . . . . . . . . 5:107Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:107Creating Pipelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:107Pipeline Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:109Creating Branches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:109Adding Parts to a Branch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:110Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:110Arrive and Leave . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:110Dropping and Connecting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:110Using Tube Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:111Connecting Fittings without a Tube in between . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:111

Using Equipment and Subequipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:111

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Using Nozzles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:112Using Pipe Destination elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:113Grouped Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:113Online Dimensioning and Specification Search . . . . . . . . . . . . . . . . . . . . . . . 5:114Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:114No Dimensioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:116Dimensioning without Catalogue or Spec Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:116Dimensioning with Manual Catalogue Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:116Dimensioning with Automatic Spec Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:116Respec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:119Resize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:119Refit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:121

Reverse Direction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:122Splitting Pipelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:123Joining Pipelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:124Consistency Check for Pipe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:124Automatic Management of Logical Pipe Model. . . . . . . . . . . . . . . . . . . . . . . . 5:124

HVAC Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:125Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:125Creating HVAC Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:125HVAC Line Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:126Creating Branches and Adding Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:126Dimensioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:127Resize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:129Refit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:130Splitting and Joining HVAC Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:130Consistency Check for HVAC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:130

Cable Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:131Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:131Single Line Cabling Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:131Working with Multi-cables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:132Naming Cables Owned by Multi-cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:132Presenting Multi-cables in Item List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:134

Connecting Cable Elements to Nested Symbol . . . . . . . . . . . . . . . . . . . . . . . 7:134

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Core Connections Definition Dialogue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:134Defining the Number of Cores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:135Selecting Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:136Selecting Electrical Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:137Selecting the Terminal for Each Core . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:138Configuring the Dialogue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:138

Generating Core Connection Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:139

Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:141

Releasing Information for 3D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:143Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:143Setting the Release Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:143Visualizing Release and Link to 3D Status . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:147Warnings and Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:148Released but not Linked Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:148Released and Linked Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:149

Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:151Batch Job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:151Batch Consistency Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:152Batch Print . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:152

Project Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:153Clean Old Session Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:153

Schematic Model Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:155Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:155Starting the Viewer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:156Navigation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:157Zooming, Panning etc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:157Navigating Along the Pipeline Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:157

Re-arranging the Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:158Viewing Inline Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:158Viewing Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:158Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:159Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:159

Appendices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A:1

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Attribute Presentation Notation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A:1Pseudo Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A:1Customisation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A:2Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:2Using the Visio Drawing Control. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:2

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AVEVA DiagramsDiagrams Overview

1 Diagrams Overview

1.1 Document ContentsThe chapter gives an overview of the application and explains some of the main principles.It is intended for all users who need a general introduction to Diagrams.

1.2 PrerequisitesBefore starting to use the Diagrams application, it is recommended that users acquire somegeneral knowledge about using applications based on the AVEVA Design platform:

• Database principles, such as MDBs, sessions, DB elements, attributes, references etc.• Using the command line• Handling of the Application framework GUI, with docking windows etc.• General Microsoft Visio knowledge.• You also need to be familiar with the main principles of using Catalogues and

Specifications. Please refer to the Catalogues and Specifications User Guide for moreinformation.

These functions are relevant for the usage of the Diagrams application, but are outside thescope for this manual.

1.3 Diagrams ApplicationDiagrams supports the creation of Piping, HVAC and Cabling Diagrams. The application isbased on the AVEVA Design Platform GUI and diagram layouts are created using anembedded Microsoft Office Visio drawing control. All relevant data entered through theapplication is stored into the Schematic Database.

The functions available in the application include standard MS Visio functions, standardOutfitting functions and specific Diagrams functions.

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Figure 1:1. The Diagrams Application

1.4 Database ArchitectureThe object data created through the Diagrams application is stored in the SchematicDatabase. This data is possible to re-use for 3D modelling through the use of P&IDIntegrator (please refer to the Schematic 3D Integrator User Guide).

The diagram documents created through the Diagrams application will be stored in the filesystem or an external document management system. There are index elements in the



database for each diagram, stencil and template. Diagrams, stencils and templates arelisted and opened through the DB index elements.

In addition to the MS Visio Diagram files the application also creates SVG format files for thepurpose of viewing the diagrams in the P&ID 3D Integrator.

1.5 Main Operating PrinciplesWhen shapes are dragged from a stencil and dropped onto the diagram, a correspondingelement will, if possible, be automatically created in the database. This process is known asDefine. In some cases the Define operation will not take place until shapes are connected.It is also possible to manually Define and Undefine items.

The application supports the Dabacon session concept with Save Work / Get Workfunctions. In the Save Work function, the diagram document is also saved together with allpending DB changes in the session. To ensure consistency between diagram documentsand the database items, certain procedures have been introduced, for instance when theuser chooses Save As on a diagram, it is required that Save Work has first been executed.

The schematic data is organized in two parallel hierarchies. The main hierarchy is the GroupHierarchy, which works more or less like a folder structure where schematic items can beorganized according to customer preferences. There is also a secondary System Hierarchy,which represents the design systems within the project. Diagrams contains functions for theuser to control in which Schematic Group new items will be placed. Items will also beorganized into the system structure according to the system reference attribute.

The database also maintains references between schematic items and the diagramdrawings that they are represented on. This allows the user to, for example, find and openall diagrams where a certain pipeline is depicted.


AVEVA DiagramsApplication Setup

2 Application Setup

This chapter covers the database setup and runtime environment for the application. It isprimarily intended for administrators who will set up the project environment for usingDiagrams and for advanced users who need a deeper knowledge in how the applicationoperates on a technical level.

2.1 Runtime Environment

2.1.1 Environment VariablesTo define diagram, stencil and template paths a number of environment variables are used.They are named as follows:

%<PROJECTCODE>DIA%%<PROJECTCODE>STE%%<PROJECTCODE>TPL%

In the TTP project this would be equal to:

%TTPDIA%%TTPSTE%%TTPTPL%

These environment variables should point to the repository for each file type. Typically theywould reside under the project folder along with xxxPIC and xxxISO etc.

2.1.2 Document Files, Sessions etc.All MS Visio documents such as diagrams, stencils and templates are handled throughindex elements in the database.

When a diagram is created, an SCDIAG element is created in the database, and thiscontains a pseudo attribute (VISF) that provides the file name of the actual file in the filesystem. File names are composed by <element ID><session no>. This mechanismand naming convention supports the Dabacon session concept and provides a possibility forGLOBAL to manage the files in a multi-location project. These file names are not visible tothe user. The user will handle all diagrams through the index elements in the database andwill only see the names of the index elements.



This mechanism creates new files each time a Save Work is executed. This means thatwhen users have been working for a certain amount of time, a large quantity of files mayexist in the %<PROJECTCODE>DIA% directory, in the same way that a Dabacon databasegrows as sessions are being added. There is currently no mechanism to automaticallydelete obsolete versions of the files when a database session merge is executed, howeverthe Diagrams application provides a tool for removing old session files from a project. Itcould be used manually when KEEP_SESSION_FILES is set to False. For more informationplease refer to Clean Old Session Files in Chapter Utilities.

At the same time as a diagram file is saved, an SVG format file is optionally created. This isfor the purpose of viewing the diagrams in other applications such as the P&ID 3D Integratorwithout having the need for an MS Visio installation. In the same way as querying the VISFattribute on the SCDIAG element for obtaining the MS Visio diagram file name, the SVG filename can be found by querying the NVIEWF attribute.

On large diagrams, or diagrams that contain detailed imported background drawings, thecreation of the SVG file may take some time to execute. This could affect the performanceof the Save Work command. For that reason a possibility to control the SVG creation hasbeen introduced.

Whether the SVG file is created or not depends on the General Options > Systemconfiguration > SVG setting in Diagrams Options.

• If this setting is False, then the SVG file will only be created if the drawing contains orhas contained any items released to 3D.

• If this setting is True, the SVG file will always be created.

When an SVG file is created, there will be a message in the message log indicating this.

Note: By changing the KEEP_SESSION_FILES default setting to False, only the latestversion of the Visio diagram file as well as the SVG file will be kept. Please considerthat using this setting will not make it possible to restore a previous session includingthe corresponding diagram file version.

MS Visio templates and stencils are handled in the same way as the diagrams, usingSCTEMP and SCSTEN index elements in the database. One difference however, is that noSVG format files are created when templates and stencils are saved by the application.

2.2 Copying Data between DatabasesIt is possible to use RECONFIGURE to copy schematic data between databases. There area few restrictions in doing this, though.

Note: The FROM and TO databases have to have the same database number.

Note: RECONFIGURE has to be executed using the SAMEREF option, since the SCDIAG,SCSTEN and SCTEMP elements refer to files via their element id (ref. no).

Note: The actual diagram files are not handled by RECONFIGURE. These have to becopied manually afterwards. Use the pseudo attribute VISF to find the correspondingfilename (NVIEWF for the corresponding SVGs). VISF will point to the latest versionof the element. If all sessions are needed, it is advisable to copy all files starting withthe same reference number.



2.3 Database Setup

2.3.1 Schematic DBA new schematic (SCHE) database must be created in a project where Diagrams will beused. For more information on how to create databases please refer to your DataManagement and Data Base / Administrator User Guide.

2.3.2 MDB SetupThe MDB to be used for Diagrams must contain:

• At least one SCHE DB. The administrator can add several schematic DBs to the MDBif desired. The SCHE DB(s) must be writeable.

• At least one DESI DB for the System Hierarchy. The DESI DB(s) can be read-only if sodesired.

It is recommended to keep the System Hierarchy in a separate DESI DB to makeadministration easier. In case the Diagrams user should be able to access data in 3D designelements, additional DESI DBs can be added to the MDB.

If the Diagrams user should be able to modify the System Hierarchy, the following must becompleted:

1. The module definition of Diagrams must allow Read/Write access to DESI DBs.2. The Diagrams user must be a member of the team that owns the DESI DB where the

system hierarchy resides.

Note: It is possible to set it up in a way that the Diagrams user will have Read/Write accessto the DESI DB where the system hierarchy resides but not to other DESI DBs. Inthis case the Diagrams user should not be a member of the team(s) that owns theother DESI DBs.

2.3.3 GroupsWhen a schematic database has been set up, any number of Schematic Group elements(SCGROU) can be created to form the primary hierarchy in the database. This can beconsidered similar to a folder structure in the file system. Schematic groups can be used tohold schematic elements, such as diagrams, stencils, templates, equipment, pipelines,cables and HVACLines. Schematic groups can also be nested in an arbitrary number oflevels (having groups within groups). To create Schematic Groups, right click in theSchematic Explorer, or use the command line. It is also possible to import a standard Groupstructure into the database from a spreadsheet using the Spreadsheet Import function(please refer to Import in Chapter Working with Diagrams).

2.3.4 SystemsThe System Hierarchy can be created and maintained through the Tools > Utilities >System Hierarchy command. For each system, there is also a subordinate SYSCDAelement containing default values per system for the Diagrams application. For instance,when creating a new pipeline, the Pipe spec, Insulation Spec, Fluid Ref etc. canautomatically be picked up from the defaults set up in the SYSCDA element. Please refer tothe Design Common Functionality User Guide for setting up this data.

The System Hierarchy command is also available in the 3D Design applications.



Note: To be able to create and modify the System Hierarchy, it is required that the MDBcontains a writeable Design DB where the System Hierarchy resides.

Note: The SYSCDA elements are not visible in the Schematic Explorer.


AVEVA DiagramsGetting Started

3 Getting Started

This chapter describes how to get started with the Diagrams application, making settingsand creating base data etc. This chapter is primarily aimed at users who will be setting upthe working environment for users. These could be super-users or CAD co-ordinators.

3.1 Starting the ApplicationDiagrams is started by selecting the Diagrams module in the AVEVA Login dialogue.

Note: The Diagrams application requires an MDB that contains one or more schematicdatabases. Please refer to section Database Setup in Chapter Application Setup formore details.

3.2 Making settings for the program sessionWhen the application window has appeared, there are a few session settings that need tobe done before you can start using the application.

3.2.1 Select ModeSelect the Mode you want to work in (Pipe, HVAC, Cable), this setting is available in theTools > Mode menu.



3.2.2 Set up Default GroupsSet up default groups by clicking on the Default Groups panel in the status bar at thebottom of the screen. This will bring up the Default Group dialogue.



By clicking on the line for each type, a browse button will appear and a suitable groupcan be selected by clicking this button.

If the same group is wanted for all elements, use the Apply to All button to set the group forall elements in one go. The initial group for this option is calculated from CE (Current

Element) when the dialogue is entered. If there is a need to change this, use the buttonto browse the database for a new group.

In case new groups need to be created, this will have to be done before going into thisdialogue. New groups can be created by right clicking on the schematic world or on existinggroups in the Schematic Explorer and selecting the Create Group command. This mustthen be done before the Default Groups can be selected.

3.2.3 Select a Default SystemSelect a Default System, by right clicking on the Default System panel in the status.



3.2.4 Select a Current LineFor Pipe / HVAC mode, also select a Current Line before proceeding to create branchesand add fittings etc.

Note: This is however not done by clicking in the status bar, but is instead done byselecting a line in the schematic explorer.

3.3 Application Settings

3.3.1 OverviewIn the Tools menu the following commands are available:

• Visio Options. This is the standard MS Visio Options dialogue (available at Tools >Options in MS Visio). Please refer to the MS Visio documentation for more information.

• Diagrams Options. The Diagrams Options dialogue is used for making relevantsettings for the Diagrams application. This is further described below.

• Other Options. Through this command, a number of standard PDMS settings such asAutonaming can be reached. This is further described below.



3.3.2 Diagrams Options

• Defaults

In the Diagrams Options dialogue, there are a several settings that will control theoperation of the application. Below the settings pane is a grey box providing an explanationfor each setting. The settings are further described in the documentation for the respectivefunctions.

If changes have been made when the dialogue is closed by clicking the OK button, thedialogue window below will appear. In case the user clicks Yes the default settings will besaved for the next program session. If the user clicks No, the settings will only apply to thecurrent program session.



• Attribute Presentation

On the Attribute Presentation tab the user can set up the attribute presentation to be usedin the Custom Properties Window as well as in the Item List. To the left there is a tree-viewcontaining the different element types relevant to the Diagrams application. In case UDETshave been defined, these will be included in the list.

For each element type selected in the tree-view, the attribute presentation can beindividually controlled by the settings in the right hand list view. The columns in the table areas follows:

Attribute Name of the attribute. (This can not be modified).Label Presentation label for the attribute. This controls the name to be

presented to the user in the Custom Properties window only. Thissetting does not apply to the Item List as it shows mixed items in thesame list.

Prompt If a Prompt string is entered, the application will prompt the user fora value as the shape is dropped on the drawing. The Prompt stringwill be presented to the user at that time, for example ‘Please enterName’.

Visible If this checkbox is checked, then the attribute will be included in thelist of attributes shown in the Custom Properties window.

Visible in Item List If this checkbox is checked, then the attribute will be included in thelist of attributes shown in the Item List.



By clicking the Move Up and Move Down buttons, the presentation order of the currentlyselected attribute can be changed.

In the Import Shape Wizard there is a possibility to override the default attribute presentationsettings for individual shapes. In case this override should be enabled, the Allow individualshape settings to override default settings should be checked. This setting can beapplied individually for each element type by first selecting a type in the tree before clickingthe checkbox. If this is not checked, any attribute presentation settings done in the ImportShape Wizard for individual shapes will be ignored.

By clicking the Referenced attributes button, it is possible to add attributes fromreferenced or hierarchically superior elements.

If changes have been made when the dialogue is closed by clicking the OK button, thebelow dialogue will be shown. In case the user clicks Yes the attribute presentation settingswill be saved for the next program session. If the user clicks No, the settings will only applyto the current program session.

Read Only If this checkbox is checked, it will not be possible to update theattribute value from the Custom Properties window or from theItem List.

Copy with Shape If this checkbox is checked, the attribute value will be copied whenshapes are copied in or between drawings. Please note that theshape must be defined for the Copy with Shape setting to apply(refer to Define / Undefine in Chapter Working with Diagrams).



Referenced attributes can be added in two ways:

1. Navigate and select. Navigate and select the attribute in the tree view on the righthand pane, and click the Add button to add them to the Selected Attributes list on theright hand side.

2. Key-in. Click on the next free line in the Selected Attributes list, and key in the name ofthe referenced attribute using a dot notation as described in Attribute PresentationNotation in Chapter Appendices.

Attributes selected by Navigate and Select can also be manually edited by selecting themin the Selected Attributes list. For example by selecting SPRE.CATR.PARA and thenmanually adding (0) at the end to get the first parameter.

Note: Pseudo attributes are not shown in the list of attributes in Attribute Presentationand Referenced Attributes dialogues. In case pseudo attributes should bepresented, these will have to be added manually by using the Key-in methoddescribed above. A few pseudo attributes that can be useful for the Diagrams userare described in Pseudo Attributes in Chapter Appendices.

3.3.3 Other OptionsUnder the Tools > Other Options menu item the following commands can be found:

• Naming• Explorer



The Naming command is further described in

The Explorer command is further described in

3.4 Migration of Data from Tribon M3

3.4.1 OverviewDiagrams includes some functions that can be used for migration of data from Tribon M3. Itis possible to migrate stencils, templates and diagrams, but not related database data.Database data will have to be re-created using Diagrams. The procedure to follow isindicated below for each kind of document:

Stencils:

1. Import the stencils and save them into the project database.2. Upgrade shapes to Diagrams format.3. Add more data to the shapes to make them fully useable in Diagrams.

Templates:

1. Import the templates and save them into the project database.2. In order to make full use of the Diagrams functions, some manual editing can be done.

Diagrams:

1. Import the diagrams and save them into the project database.2. Upgrade shapes to Diagrams format.3. Add more data to the shapes to make them fully useable in Diagrams.4. Define the shapes to create corresponding data into the database.

Note: Please also note that AVEVA provides migration assistance services, as themigration of data from Tribon M3 is somewhat complex.

3.4.2 Importing DocumentsStencils, templates and diagrams that do not have any SCDIAG, SCSTEN or SCTEMP indexelements in the database can be opened by using the File > Import commands. Diagramsand templates can be opened using the File > Import > Drawing and stencils can beopened using the File > Import > Stencil.

After being opened in this way, they can be saved using the File > Save As and File > SaveStencil As commands which will create the index elements in the database and save thefiles in the location pointed to by the %<PROJECTCODE>DIA%, %<PROJECTCODE>STE%and %<PROJECTCODE>TPL% variables.

Note: Importing documents in this way will not import the data to the database.

3.4.3 Upgrading Shapes to Diagrams FormatIn the Tools > Upgrade menu, the following choices are available:

• Upgrade selected Master(s)• Upgrade Drawing



The upgrade will be done according to the following principles:• Non-Tribon M3 shapes will be ignored. • The upgrade will not add any of the new AVEVA features, such as attribute

presentation settings etc. to the upgraded shapes. • It is possible to develop a function that will post-process shapes after the standard

upgrade has been executed. This will enable programmatically applying settings etc. tomultiple shapes. Please refer to the Customisation in Chapter Appendices for moreinformation about how to attain this.

3.4.4 Upgrade Selected Master(s)This command will upgrade all selected shapes on the current stencil from Tribon M3 formatto Diagrams format. To keep the upgraded shapes, the stencil must be saved afterwards. Inorder to enable additional AVEVA features such as Attribute Presentation Settings etc., theEdit Master function can be used.

3.4.5 Upgrade DrawingThis command will upgrade all Tribon M3 Diagrams shapes on the current drawing toAVEVA Diagrams shapes. Non-Tribon M3 shapes will be ignored. Upgraded shapes will notautomatically be defined in the database. This will have to be done manually afterwardsusing the Define function (refer to Define / Undefine in Chapter Working with Diagrams).

3.4.6 Re-creating Database DataAfter a drawing has upgraded, it is possible to use the Define and Define Branchcommands to re-create database data. Before the define operation can be successfullyperformed, base data such as the Schematic Groups, System Structure, Specification andCatalogue Items etc. will have to be created. Also relevant default settings will have to beset up properly, for instance Default Groups.

In many cases further data will have to be added manually to the shapes before they can bedefined correctly. This is for example:

• References (to specification etc.)• GTYPEs• Etc.

When the shapes have been defined, the Consistency Check function (please refer toConsistency Check in Chapter Working with Diagrams) can be used to check that thediagram is consistent with the database data.

3.5 Creating Shapes and Adding to Stencils

3.5.1 OverviewA major part of the Diagrams functionality is based on a set of specialized Diagramsshapes. Many of these shapes contain information about what kind of database element theshape should be related to, while others do not have any database equivalence at all (suchas annotation labels etc.). This mechanism enables the application to automatically createrelated database elements, as well as provide automatic annotation and generalintelligence.



Shapes that should be recognized by Diagrams and handled by the application logic mustbe created through the Import Shape Wizard accessible through the Tools menu. Examplesof these are as follows:

• Shapes corresponding to DB elements, for instance branches, valves, instruments andfittings.

• Off-page connector shapes.• Label shapes presenting attribute information.

Shapes processed by the Import Shape Wizard will be stored in a user-selected stencil andwill contain data specific to the Diagrams application.

Other Visio shapes that have not been processed through the Import Shape Wizard can stillbe used for annotation etc. on drawings, but they will not be handled ‘intelligently’ by theapplication.

Diagrams shapes can also contain default attribute values, which can enable users tocreate specialized shapes and will reduce the amount of information that is necessary toenter when diagrams are created.

By investing some time and effort in the creation of stencils and shapes, the application canbe tailored to work as efficiently as possible for the needs of the user. Thereby time andeffort can later be saved when these shapes are used to build up diagrams.

3.5.2 Creating MS Visio ShapesBefore shapes can be imported to a stencil using the Import Shape Wizard, they will have to be created using MS Visio tools. It is highly recommended that the user creating shapes has a good knowledge of MS Visio and is familiar with how Visio shapes works before proceeding to create Diagrams shapes. MS Visio offers many possibilities for creation of smart shapes with different kinds of behaviour. We recommend that this is used sparingly and with consideration, as complex shape behaviour can result in reduced performance and also interact with the Diagrams application code in a way that can give unexpected errors. A few examples of useable behaviour are described below.

Note: To be able to create shapes with special features, the MS Visio Shape Sheet has to be used. For technical reasons, this is not available in the Diagrams application. In case you need to access the Shape Sheet for making special settings in the shapes before import, you will have to copy the shape to the Standard MS Office Visio application, access the Shape Sheet, and then copy the shape back to Diagrams.

When drawing the shape, it is recommended to use the same grid setting that will apply when the shape will be used in the drawing, thereby avoiding alignment and snapping problems. To minimize the risk for mistakes when different zoom settings are used, the grid can be set to Fixed. A suitable grid size is suggested to be 1 mm. The Ruler & Grid dialogue is available from the Tools > Ruler and Grid command in the main application menu.



It is also preferable to use a X any Y size of the shape that is evenly dividable with 2, so that connection points can be conveniently placed at grid intersections.

Figure 3:1. Example of Valve shape using a 4x8 size

Connection points can be added to shapes by using the Connection Point Tool available on the dropdown for connector tool in the Standard toolbar.



To add connection points, Ctrl+Click using this tool. For inline pipe/HVAC parts, the order inwhich connection points are added is relevant, as the first added connection point willcorrespond to ppoint 1 on the catalogue item. When an inline fitting is connected, Arrive andLeave are resolved depending on the connections. I.e. if conn 1 is connected to Leave ofanother fitting during define, conn 1 will be Arrive and vice versa. If it is not connected whendefined, Arrive and Leave will default to 1 and 2. The direction of the connection points canbe changed by right clicking on a connection point and selecting Inward, Outward orInward & Outward.

Note: These directions are NOT related to flow directions of the component. This only relates to Visio mechanisms for connecting shapes to each other. Connection points for 2D shapes (such as Equipment, Valves, Fittings etc.) should normally be Inward. Only use Outward connection points if you intend the shape to be directly connected to other 2D shapes. The normal approach is to always use Inward when shapes are created, and to change them to Outward after dropping on a drawing only in case the shape should be connected to another 2D shape. (refer to Connecting Fittings without a Tube in between in Chapter Piping & Instrumentation Diagrams (P&IDs)).

Note: When creating grouped piping/HVAC shapes having connection points, please make sure to first group the shapes and then add the connection points to the group. In case connection points are added to the members of the group, this could result in difficulties to connect pipes/HVACs when the shapes are used. For electrical items, it is OK to have connection points on group members as this is specially handled by the application when cables are connected.



Note: When grouping shapes, use the Group command rather than Convert to group, as the former works better with the Diagrams application.

Example 1: Creating an attachment line

For shapes that can be attached to other shapes using a control handle, such as labels and off-line instruments, it can be preferred to have an attach line showing where the item is connected. This can be achieved by going though the following steps:

1. Create the shape in MS Visio by using the drawing tools.2. Group the shape (required for the attachment line to appear behind).3. Access the Shape Sheet (available on the right click menu).4. If there is not any Controls section, create a new (Right click > Insert section).

5. Create a new Geometry section having a MoveTo at the desired origin point of the line(centre of the shape is =Width*0.5 and =Height*0.5).

6. In the LineTo, refer to =Controls.Row_1 and Controls.Row_1.Y.

7. In order to get the attachment line behind the shape rather than in front of it, right clickon the shape and select Format > Behaviour. Then change Group Data to Behindmember shapes.



8. If the attachment line should originate from the corner points rather than from the centre point, the following formulas could be entered on the MoveTo line of the Geometry section: =IF(Controls.Row_1>Width*0.5,Width,0) and =IF(Geometry1.Y2>Height*0.5,Height,0).



9. The attachment line will now snap to the nearest corner point as the control point isbeing moved.

10. In case there should be a possibility to turn on and off the attachment line, this can be achieved by inserting an Actions section with the =SETF(GetRef(Actions.Row_1.Checked),NOT(GetVal(Actions.Row_1.Checked))) action and referring the Checked property using the =NOT(Actions.Row_1.Checked)formula from the NoShow property of the Geometry section:

11. The attachment line can now be turned on and off by using the shape right click menu.



Note: It is also possible to add features to the Visio shapes after they have been imported using the Import Shape Wizard. When this wizard is executed, it will add properties in sections such as Custom Properties, User-defined cells, Controls etc. To avoid malfunctions in the Diagrams application, these rows must not be modified. However, adding new rows to these sections is allowed.

The table below provides some specific information for each kind of shape to be imported:

Category Type Conn. Points

Notes

Equipment items Equipment Any numberSub-equipment Any numberNozzle 2 The point to be used for

connecting the nozzle to an equipment item should be of Outward type. The point where a pipe branch should be connected should be Inward.

Electricalconnection

2 The point to be used for connecting the elconn to an equipment item should be of Outward type. The point where a cable should be connected should be Inward.

Pipeline elements Pipeline, Branch,Tube

N/A These must be connector type shapes. Linestyles can be assigned before importing. In case any indication of flow direction is to be used, Begin is considered to be Arrive, and End is considered to be Leave.

Pipe components Valve For 2-way:2

For 3-way:3

For 4-way:4

Assign connection points so that the desired Arrive (= connection point 1) and Leave (= connection point 2) for the main flow will be achieved.

Instrument 2



Pipe Destination 1Offline Instrument Any number During Import Shape, an

attachment control handle willautomatically be added to theshape, if it does not alreadyexist in the shape sheet.

Pipe components - Fitting

Cap

Closure

1

Blind flange

Coupling

Filter

Flange

Reducer

Trap

Vent

Weld

2 For a reducer, the first connection point (arrive) is normally on the large side.

OtherCross 4 Assign connection points so

that the desired Arrive - Leave (main flow) will be achieved.

Olet

Tee

3 Assign connection points so that the desired Arrive - Leave (main flow) will be achieved.

HVACline elements HVACline, HVAC branch, Duct

N/A These must be connector type shapes. Linestyles can be assigned before importing. In case any indication of flow direction is to be used, Begin is considered to be Arrive, and End is considered to be Leave.



3.5.3 Creating Diagrams ShapesDiagrams shapes can be created using the following steps:

1. Create a shape in a diagram drawing using standard Visio drawing tools andaccording to the instructions in Creating MS Visio Shapes shapes.

2. If the shape has been drawn as separate entities, e.g. two separate lines, or a line anda text etc., it must be grouped before proceeding. Normally shapes should be groupedBEFORE connection points are added, refer to further info in Creating MS VisioShapes

3. If relevant, attach connection points by using the Connection Point tool andCtrl+Click to add the points to the shape.

4. Make sure that the stencil that you want to add the shapes to is open.5. Select the shape(s), (several shapes can be imported in one go, but they must be of

the same type).

Inline HVAC Components - HVAC Fitting

Air handling unit

Cowl

Grille

Mesh

Plate

Taper

1

Branch connector

Damper

Fan

Flexible joint

Offset

Plenum

Silencer

2

Straight

TransformationpieceThree way 3

Cable elements Cable

Multi-cable

N/A Must be a Connector typeshape.

Annotation - Labels Label NoneMultilabel None

Off-page connectors Off-pageconnector,incoming

1

Off-pageconnector,outgoing

1

Line splitter Line splitter



6. Select Tools > Import Shape. This will start the Import Shape Wizard that will guideyou through the steps to transform the shapes into Diagrams shapes.

3.5.4 Import Shape Wizard

• OverviewPrior to starting the Import Shape Wizard, one or more shapes must have been selected onthe current drawing. In case more than one shape has been selected, they will all receive acommon type, common presentation settings etc. when the wizard has completed. Only thename will be different. If shapes of different types should be imported, the wizard must beexecuted once for each type of shape.

When the Import Shape Wizard starts, it will perform an optional scale check of the shape.In the Diagrams Options > System Configuration > Import Shape a min/max height/width can be set up. Import Shape will check against these values and give a warning to theuser in case the shape exceeds or falls below the set limits.

The four steps of the import shape wizard allows the user to set up the following informationfor the imported shapes:



• Step 1: Selecting Type and Assigning a Name

1. First select the category in the explorer pane to the left.2. Then select the type in the right hand pane.

In case UDETs have been defined, these will be available for selection together with thecorresponding base types.

3. Last enter the name for the shape. In case more than one shape is imported at thesame time, the name will be suffixed _1, _2 etc.

Note: For piping and HVAC branches, a Denote to dropdown box will appear. This can beused to select the tube/duct type that a branch should be denoted to when droppedon to the drawing.

When a branch shape is dropped on to a drawing, a new branch element will be created inthe pipeline hierarchy. At the same time, the actual shape will be denoted to become a tube/duct shape, and a corresponding tube/duct element will be created in the DB as well. Incase a shape having a UDET type derived from a branch is dropped on the drawing, theapplication must know which UDET type it should be denoted to.



When the Next button is clicked, the wizard will continue to the next step. At this time, thereis also a check that the shape has the correct number and direction of connection points.

Figure 3:2. Example of error message dialogue box shown when the number of connections on the shape is not correct

• Step 2: Selecting the Stencil

In this step you should select the stencil to which the shape should be added. The dialoguewill show the currently open stencils, so the stencil must have been opened before startingthe Import Shape Wizard.

Note: When import shape is performed, the stencil is automatically saved, but to make thissave permanent, the user will have to perform a Save Work.



• Step 3: Annotation Style Settings

In this step the default annotation can be set up. The default annotation is represented bythe shape text as well as a number of default labels that can be automatically placed on thedrawing when the shape is dropped. The number of default annotations varies dependingon the type of item and can be controlled by changing the settings under General Options> Annotation Settings in Diagrams Options.



The annotation options are as follows:

Shape text options Use defaults If this is set to True, the Shape Text settings will be fetched from the default set up in Diagrams Options > Element Options for the relevant type. If it is set to False, it will be possible to override the default settings with a specific setting for the shape to be imported in this dialogue. Other Shape text options can only be changed if Use defaults is set to False.

Shape text The shape text can be specified using attribute references and dot notation (refer to Attribute Presentation Notation in Chapter Appendices).

Text frame style The setting is available for 2D shapes except annotating shapes (e.g. Labels). It allows adding a frame around the shape's text. Possible values are: None-no text frame, Rectangle-rectangular frame will be added to the shape text, RoundedRectangle-rectangular frame with rounded corners will be wrapped around text.

Rotate text withshape

The setting is available for 2D shapes except annotating shapes (e.g. Labels). Its value determines the shape text orientation. When set to False, the text will always be oriented horizontally regardless of the shape's rotation. When it is set to True - the text orientation will be corresponding to the shape's rotation.

Shape text colour

The colour of the shape text can be freely selected from a Windows standard colour palette.

Shape text font The shape text font can be freely selected from a Windows standard font dialogue.

XRef XRef can be set to CENTRE, RIGHT or LEFT. It represents the reference point in the shape to which the X offset of shape text is related. The setting is available for 2D shapes only.

YRef YRef can be set to CENTRE, TOP or BOTTOM. It represents the reference point in the shape to which the Y offset of shape text is related. The setting is available for 2D shapes only.

Offset X Horizontal offset for shape text placement in relation to XRef. The setting is available for 2D shapes only.

Offset Y Vertical offset for shape text placement in relation to YRef. The setting is available for 2D shapes only.



Offsetlongitudinalreference

The setting is available for 1D shapes (connectors) only. It can be set to CENTRE, RIGHT or LEFT and represents the reference point in the text block. Longitudinal offset of the text will be measured from that point to the centre of the longest part of the line.

Offsetlongitudinal

The setting is available for 1D shapes (connectors) only. It determines the longitudinal offset of shape text in relation to the centre of the longest part of the line.

Offsetperpendicularreference

The setting is available for 1D shapes (connectors) only. It can be set to CENTRE, TOP and BOTTOM and represents the reference point in the text block. Perpendicular offset of text will be measured from that point to the longest part of the line.

Offsetperpendicular

The setting is available for 1D shapes (connectors) only. It determines the distance between the label and the longest part of the line.



Annotation 1 - 10 Use Can be set to the following values:

USE - Means that the annotation will be used for this shape and that the annotation settings can be specified separately.

DON'T_USE - Means that the annotation will not be used for this shape.

USE_DEFAULT - Means that the default settings as specified in Diagrams Options > Element Options will be used.

Other annotation options can only be changed if Use is set to USE.

Attribute The attribute to be shown in the annotation label can be specified using attribute references and dot notation (refer to Attribute Presentation Notation).

XRef XRef can be set to CENTRE, RIGHT or LEFT and represents the reference point to in the shape to which the X offset is related. The setting is available for 2D shapes only.

Offset X X offset for label placement in relation to XRef. The setting is available for 2D shapes only.

Yref YRef can be set to CENTRE, TOP or BOTTOM and represents the reference point to in the shape to which the X offset is related. The setting is available for 2D shapes only.

Offset Y Y offset for label placement in relation to YRef. The setting is available for 2-D shapes only.

Offsetlongitudinal

The setting is available for 1D shapes (connectors) only. It determines longitudinal offset of a label in relation to the centre of the longest part of the line.

Offsetperpendicular

The setting is available for 1D shapes (connectors) only. It determines the distance between a label and the longest part of the line.

Colour Annotation colour can be freely selected from a Windows standard colour palette.

Font Font can be freely selected from a Windows standard font selection dialogue.

Stencil Name of the stencil where the label shape should be fetched from.

Label shape Name of the label shape to be used for the annotation.



• Step 4: Attribute Presentation

In this step the attribute presentation can be set up. If the Use default attributepresentation settings checkbox is checked, all presentation settings will be taken from thedefault that has been set up using the Attribute Presentation tab of the Diagrams Optionsdialogue (refer to Diagrams Options).

In addition to the default presentation settings, it is in this step also possible to set up adefault value (the Value column) for each attribute. This can still be provided even if thepresentation settings are taken from the default.

For a description of the columns, please refer to the Attribute presentation tab of theDiagrams Options dialogue.

Note: In the Diagrams Options dialogue, there is also an Allow individual shapesettings to override default settings checkbox related to the behaviour of this step.If that checkbox is checked, the presentation settings specified in this step of theImport Shape Wizard will be ignored. In case the user wants to override the defaultsettings for certain shapes, this checkbox will have to be unchecked when theshapes are dropped on to the diagram drawing.

Note: The value of the Text attribute is controlled by Annotation Settings in step 3, and istherefore disabled in step 4.

When step 4 has been completed and the Finish command has been given, the shape(s)will be added to the selected stencil. The user will also be prompted if he/she wants to makea Save Work or not. The reason for this is that if the application subsequently will be closedwithout any Save Work command being issued, the imported shapes will be lost. So if theuser clicks NO, then he/she will have to remember to perform a SaveWork at a later time.



• Step 5: Default Catalogue Search Filter

In this step, it is possible to specify a default catalogue search filter for the shape. If this isdone, the filter will be applied in subsequent catalogue search operations using the ManualCatalogue Selection (refer to Manual Component Selection in Chapter Working withDiagrams). This can for instance be used in a way that for a cable shape, a filter is referredthat includes searching in the correct category for cables. When the user will subsequentlyselect such a cable shape in the drawing and go to the catalogue search window, it willautomatically apply the pre-defined filter so only relevant cable catalogue items will beshown.

Default filters for each type of item can be specified in Diagrams Options by using theCatalogue search settings > Default filters for non-pipeline elements settings. If theseshould be used, the Use filter from Diagrams default settings should be checked.Otherwise a specific filter for the particular shape can be specified in the Default cataloguesearch filter textbox.

Note: If specification search for pipeline parts is not active, the following settings are alsoavailable, Catalogue search settings > Default filters for pipeline elements.

3.5.5 Edit MasterBy using the Tools > Edit Master command, it is possible to edit the settings for Diagramsshapes in a stencil without having to do a new import. The user interface is the same as forImport Shape (refer to Import Shape Wizard). However, as the dialogue opens it goesdirectly to step 3, as steps 1 and 2 are irrelevant for an already existing shape in a stencil.



In step 3, the annotation settings can be changed, in step 4 the attribute presentation can bechanged and in step 5 the default catalogue search filter can be changed.


AVEVA DiagramsWorking with Diagrams

4 Working with Diagrams

This chapter describes all the standard functions and procedures for using the application,and is therefore of interest to all users of Diagrams.

4.1 IntroductionSymbols are added to drawings by dragging and dropping shapes from the stencil to thedrawing area. As soon as a shape that corresponds to a DB element is dropped, it will ifpossible be defined (refer to section Define / Undefine), which means that a correspondingdatabase element will be created in the current database session. Some shapes will need acontext to be defined. For example, if a valve shape is dropped by itself, it will not be defineduntil it is connected to a defined member of a pipeline branch, for instance a SCTUB shape.

When a shape is defined, the corresponding database element can also be seen appearingin the DB explorer. When using the Consistency Check function (refer to sectionConsistency Check), a warning will be issued for undefined shapes.

Default attributes defined in the shape in the stencil will automatically be assigned to theelement. There is also a function to prompt the user for attribute values when a shape isdropped is also supported.

The attributes of a shape are available through the Custom Properties window. As soon asan attribute is changed by the user, it will be updated into the database session. The datawill then be written to the database and be available to other users after issuing a SaveWork command.

Shapes can be connected to other shapes directly when dropped, or they can be connectedafterwards.



Figure 4:1. Attributes for a shape can be viewed and updated through the Custom Properties window. Updated attributes are automatically stored in the corresponding DB element.

4.2 Main GUI Components

4.2.1 Main Window and Dockable Sub-windowsThe main window contains a number of dockable/floatable sub-windows that can berearranged in different ways. Please refer to the Common Application Framework (CAF)documentation for further details.

4.2.2 Schematic ExplorerThe Schematic Explorer can be used to navigate in the Schematic World in the database. Ifthe Schematic Explorer is not visible, it can be displayed using the View > SchematicExplorer command in the main application menu.

In this explorer you can see the primary Schematic Group hierarchy (refer to Groups inChapter Application Setup). Below each schematic group, the items are further sub-groupedby Folders. Folders do not exist in the database, they are only a way to display items of thesame type, together, and provide a better navigation and overview.

Above the navigation tree is a Filter checkbox as well as a dropdown list where predefinedfilters can be selected. If the Filter checkbox is checked, the selected filter will be applied tothe explorer tree. Currently there are tree filters available, one for each discipline (Piping,HVAC, Electrical).

The Schematic Explorer features a context sensitive right mouse button menu that providescommon commands.

Note: The Schematic Explorer shows the entire contents of the database and not only thecurrent drawing. Also, operations done through the explorer such as rename etc., willonly affect the database. To see such changes in an open drawing, the user will haveto use the Refresh command (refer to section Refresh).



4.2.3 System ExplorerThe System Explorer can be used to navigate in the System Hierarchy in the database. Ifthe System Explorer is not visible, it can be displayed by using the View > System Explorercommand in the main application menu.

In this explorer you can see the secondary Systems hierarchy. Below each system, theitems are further sub-grouped by Folders. Folders do not exist in the database, they are onlya way to display items of the same type, together, and provide a better navigation andoverview.

Main schematic items such as Pipelines, HVAC lines, Equipment items and Cables aremembers in the system hierarchy through their SCSYSF attribute, which contains an arrayof system references. This means that a schematic item can be a member of more than onesystem simultaneously, thereby appearing in several places in the System Explorer tree.The first system in the array is considered the primary system, and others are consideredsecondary. By default, all subordinate items are considered to be members of the samesystem as the parent Pipeline / HVACline / Equipment item. It is however possible tooverride this buy setting a different system reference on a subordinate item, such as aspecial valve or a sub-equipment item.

In this case that particular item would both appear below the parent item (Pipeline,Equipment) in the system explorer, and also by itself under the system set for that item.



Diagrams are shown under all systems to which the items on the diagram belong. Thisincludes both primary and secondary systems.

Above the navigation tree is a Filter checkbox as well as a dropdown list where predefinedfilters can be selected. If the Filter checkbox is checked, the selected filter will be applied tothe explorer tree. Currently there are tree filters available, one for each discipline (Piping,HVAC, Electrical).

The System Explorer features a context sensitive right mouse button menu that providescommon commands.

Note: The System Explorer shows the entire contents of the database and not only thecurrent drawing. Some administrative elements such as the SYSCDA and SYSMDAare however hidden in order not to clutter the view. These elements can be seen andmanipulated through the systems hierarchy administration function. Please refer toSystems in Chapter Application Setup for further information.



4.2.4 Diagram Drafting CanvasThe MS Visio sub-window contains the diagram drawing canvas and provides access tostencils as well as attributes through the Custom Properties window.

• Shape attributes are available through the Custom Properties window (see below).• There are right-click menus available for shapes as well as for the drawing background

providing context sensitive short-cuts for common functions.• When an item is selected on the drawing, it will automatically be made the Current

Element (CE), which means that it will be selected in the explorer and other windowsthat track the CE.

• When an item is selected in the explorer, it will however not be selected in the drawingautomatically. In case the user wants to select it, there is a Select in Drawingcommand on the right click menu in the explorer.

• Navigation such as Scrolling, Panning, Zooming in the drawing window can beachieved through standard Visio functions such as Ctrl+Shift+Click on left and rightmouse buttons. See table below.

Ctrl+Shift+Left Mouse button click Zoom inCtrl+Shift+Right Mouse button click Zoom outCtrl+Shift+Right Mouse button drag Pan



• A number of Function Keys are available for easy access and commonly usedcommands. Please refer to section Keyboard Shortcuts and Function Keys for moreinformation.

• Please refer to the MS Visio documentation for further information about the drawingwindow.

4.2.5 Custom Properties Window

If the Custom Properties window is not visible, it can be shown using the View > CustomProperties Window command in the main menu. The attributes presented for each kind ofitem can be changed using the Attribute Presentation settings in Diagrams Options inChapter Getting Started.

When the value of an attribute is changed through Custom Properties, it will automaticallybe changed in the related database item using the current Dabacon Session as well. Topermanently save the changes to the database, the Save Work command must be issued.For further information about this, refer to section Save Work and Save As.

To enter multiple values for an array type attribute, the values can be entered separated bya blank (using space bar).

In case more than one shape is selected in the drawing, Custom Properties will show theattributes for the first selected item. If the user will then update an attribute value, it will beapplied to all selected shapes.

4.2.6 Item ListThe Item List contains lists of the items on the current page of the diagram drawing. Theseare arranged on different tabs according to their type. The Item List can be shown by usingthe View > Item List command in the main menu.



The Item List is synchronized with the drawing, so that any items added to or removed fromthe current drawing page will immediately be reflected in the Item List.

Note: When drawings with many items are being worked on, the automatic synchronizationbetween the drawing and the Item List might lead to a noticeable delay in somesituations, depending on the computer performance rating. In case this happens, theautomatic updating can be turned off by setting the System configuration > ItemList > Automatic updating default setting in Diagrams Options to False. Then theItem List can be refreshed manually by using the Refresh command on the right clickmenu.

When items are selected in the drawing, they will also be selected in the Item List and viceversa. This behaviour can be turned off by setting the Connect Item List with Drawingdefault option to False.

In the Pipe inline components and HVAC inline components tabs, Tube and Duct elementsare by default not shown in the list. It is however possible to turn on the display of Tubes/Ducts by changing the System configuration > Item List > Tube/Duct visible defaultsetting in Diagrams Options to True.

The Item List is using the AVEVA Grid Control which provides a number of filtering, sortingand grouping functions. For more information about the AVEVA Grid Control, please refer toGetting started with PDMS documentation. The presentation of attributes in the Item List isconfigurable by the Attribute Presentation tab in the Tools > Diagrams Options dialogue.Please refer to Attribute Presentation in Chapter Getting Started for further information.

Attribute data can be edited in the Item List as well as in the Custom Properties Window(refer to section Custom Properties Window).

The Item List features a right click menu that contains the same item specific commands asin the Schematic Explorer as well as some presentation options such as Show Filter Line,Show Group Panel etc.

The Item List also includes an Export to spreadsheet feature. This is further describedunder section Export.

4.2.7 Catalogue SearchBy selecting the View > Catalogue Search command in the main application menu, theCatalogue Search window can be shown. This is further described under ManualComponent Selection.



4.2.8 Command LineBy selecting the View > Command Line command in the main application menu, theCommand Window can be displayed. In the Command Window you can type in standardPDMS commands for listing and manipulating data, executing PML functions etc. For moreinformation, please refer to the Data Management and Data Base / Database ManagementReference Manual.

Note: The command line should be used with care, and it is important to fully understandthe consequences of the commands issued. Some commands might not work asexpected in the Diagrams context. A few examples of these are listed below:

• If changing modules by issuing the Outfitting or similar commands, the Diagrams exithandling will be bypassed, so settings and data will not be properly saved.

• By using the Savework command, the diagram document might not be saved if theuser subsequently clicks Cancel in the following dialogue.

• Any DB element data that is changed through command line commands will not beavailable in the diagram until the Refresh command has been used.



4.2.9 Message Log

The Message Log can be shown by issuing the View > Message Log command from themain application menu, or by clicking on the Message Log in the Status Bar (refer tosection Status Bar for more information).

The Message Log shows messages that occur when the application is being used.Messages can have different severity (Error, Warning or Information) as indicated by theicon. In case a message is related to a particular shape in the drawing, this is indicated bythe shape name in the Shape column and the page number in the Page column. In this caseit is also possible to click on the message to select the related shape in the drawing. If theshape is not available on the drawing any more (i.e. was deleted or drawing is closed), thepage number disappears after the first click on the line with this shape. When the shape isnot visible in the drawing window, the window will pan/zoom as necessary.

The Message Log can be cleared of all messages by right clicking and selecting ClearMessage Log.

The columns are as follows:

Note: When the Message Log window is not open, any error or warning (but notinformational messages) that occurs will cause the status bar panel to flash in anorange colour. The flashing will stop as soon as the user moves the mouse to thestatus bar panel. Please note that in some cases several messages can begenerated by a single user operation. In the example below, it is not the SPREchanged… informational message that caused the flashing, but rather the previouserror message. Opening the Message Log will show that a previous error messagecaused the flashing.

Column ExplanationMessage 1. The icon indicates the severity of the message (Error, Warning or

Information)2. Message text

Shape Name of the Visio shape that the message is related to.Connection Connection number of the shape which the message is related to. This is

only shown in case the message is related with a certain connectionpoint on the shape.

DB Element Name of DB element that the shape is related to. This is only shown incase the message is related to a shape that has a corresponding DBelement.

Page Page number in the drawing on which the related shape exists. This isonly shown in case the message is related to a shape.

Time The time that the message was generated.



Status bar panel flashes when the Message Log window is not open.

Opening the Message Log reveals the actual error message that caused the flashing.

4.2.10 Status Bar

The status bar contains the following panels from left to right:

Panel DescriptionStatus message Shows status messages, for instance how many shapes are

selected at the moment.Message Log Shows the latest message in the Message Log. By clicking on

this panel, the Message Log window will be shown (refer to thesection Message Log for more information).

Current Line Shows the name of the current Pipeline/HVACline. Theapplication remembers the latest Pipeline/HVACline that wasselected by the user. In case the CE moves to another part of theschematic hierarchy, for instance by selecting an equipmentitem, the latest selected Pipeline/HVACline will still beremembered and shown in this panel. If any new branches areadded, they will be created in the line shown in this panel. If youclick on this panel, the line shown will become CE.



Figure 4:2. The Default Groups dialogue.

Default System Shows the current Default System. When new items, that can bepart of the System hierarchy, are created they will be createdunder the current Default System. The current Default Systemcan be changed by clicking on this panel, this will bring up theStandard DB Browse Dialogue.

Default Groups This panel shows the current setting for Default groups. This canbe either Individual per type or Get from CE. The Default Groupssetting determines at which position in the main hierarchy(schematic groups) that new items will be created. By clicking onthe panel, the Default Groups dialogue will be shown (seebelow). In the Default Groups dialogue, the default group can beset up for each type of item. In case UDETs are being used,separate settings can be applied for each UDET type.

In case the Get Default Group from CE checkbox is checked,new elements will instead be created under the SchematicGroup which is found in the CE path.

Panel Description



4.2.11 Initial 3D PositionThe Initial 3D Position dialogue can be used to set up an initial 3D position for schematicelements.

Please refer to section Setting an Initial 3D Position for further information.

4.2.12 SearchThe Search command is available in the View menu. This function searches the databasefor elements based on name, element type or other criteria and can be useful for findingelements in case the user is not familiar with their location in the schematic hierarchy andare therefore difficult to locate in the explorer. The Search Results shows a list of elementsfound, and features a right-click menu with common commands.



4.2.13 Find in Drawing ToolbarThe Find in Drawing Toolbar can be used for finding and highlighting of shapes in thediagram. These selections can be used for further operations.

The procedure to use the Selection Toolbar is as follows:

1. First select the type of element using the Type dropdown box.2. Select an attribute using the Attribute dropdown box. If no attribute is selected, all

items of the specified type will be selected in the drawing. It is also possible to key inthe name of a pseudo attribute or a referenced attribute in this field. In order to do thatsquare brackets must be used, e.g. [ABORE] or [SPRE.CATR.PARA(1)].



3. Select an operator using the Operator dropdown box.4. Enter a criteria value. The value can be left blank in case you are searching for shapes

where some fields have not been set, for instance where SPRE in not set.5. Click the Find and Select button to select items according to the criteria, or click the

Find and Highlight button to instead highlight items according to the criteria.6. Click the Previous button to go to the previous item within the collection of selected or

highlighted shapes. The Next button goes to the next item within the collection ofselected or highlighted shapes.

By clicking the Add to current selection / Highlight button, the ‘add to’ mode will beenabled or disabled. When enabled, it means that a new search will add to the existingselection or highlight. When disabled, a new search will disregard the previous selection /highlight the next time that the user performs a search.

When the Zoom To button is activated the application will zoom and/or pan so that theentire selection is visible.

By using the dropdown for Defined/Undefined Shapes this function can be set up tosearch for only Defined shapes, Undefined shapes or both.

On the History dropdown there is a list of previous searches that the user has made. Byselecting one of these, a previous search can be recalled and the Type, Attribute,Operator and Value fields will be updated accordingly. The user will then have to click theFind and Select or Find and Highlight button to perform the search.

4.2.14 Standard DB Browse DialogueA standard dialogue is used for several tasks where a DB reference is to be set. Thedialogue enables the user to navigate the relevant parts of the database hierarchy as well assearch for items by a text search. When the OK button is clicked, the reference to theselected item will be returned to the UI component from which he dialogue was called.



In the Database Tree tab only relevant parts of the database for the current context isshown. In case the user is supposed to select a certain kind of element, only this kind ofelement together with necessary hierarchy elements will be shown.

Using the Search tab, it is possible to make a text search in the database.

In case the user has selected a hierarchy node in the Database Tree tab, the search will belimited within that part of the hierarchy. The current search scope can be seen after theSearch in label above the text criteria field.

The text criteria should be keyed into the criteria field. This will be matched against aconcatenation of the Name and Description attributes as the search is being carried out. Incase no wildcard characters are used, only items with a whole word matching the criteria willbe found. In case more than one word is entered, this will be considered as a completestring to be matched. This means that if you want to find a string that contains two or morewords which might be separated by other words, you will have to use asterisks in between(see wildcards below).

The asterisk (*) character can be used as a wildcard denominator. Asterisks can be placedbefore (e.g. *A3), after (e.g. A3*) or in between (e.g. system*spec). This can also becombined (e.g. *A3*).

Note: The search is not case sensitive.

4.2.15 Document LinksThe Links command is available in the View menu and the Tools menu. It allows the userto link documents, URLs etc., to elements in a generic fashion using the LinksAddin. Thefunctionality provided by the LinksAddin is further described in Database ManagementReference Manual chapter Link Documents.



4.3 Standard MS Visio Functions The standard MS Visio functions are embedded and available through menus and toolbars.For more information about MS Visio functions, refer to the MS Visio documentation.

Below can be seen the main application menus, where the standard MS Visio functionshave been highlighted in a yellow colour.



Other main application menus do not contain any standard MS Visio commands.

4.4 Application ModesDiagrams can operate in three different application modes:

• Pipe mode• Cable mode• HVAC mode

The selected mode will affect some of the available commands. Each mode has its ownmain application menu (Pipe, HVAC, Cable) that is only available when that mode isselected.



Figure 4:3. Application mode selection in Tools menu.

4.5 Keyboard Shortcuts and Function KeysIn the following table is listed the various keyboard shortcuts available in Diagrams.Standard Visio commands have been highlighted in a yellow colour, while Diagrams specificcommands are not.

4.6 File Handling

4.6.1 OverviewAll diagrams, stencils and templates are handled through proxy elements in the database,even if the actual files are stored in the file system. Please refer to Database Architecture inChapter Diagrams Overview for an overview of how these documents are managed.

4.6.2 Document file formatsDocuments in the Diagrams application can be saved in two formats - binary or XMLdepending on the ‘Save documents in Visio XML format’ setting in Diagrams Options:



The setting provides possibility to choose if drawings, templates and stencils should bestored in binary (*.vsd, *.vst, *.vss) or XML format (*.vdx, *.vtx, *.vsx).

It is recommended to save documents in a binary format which is more efficient andimproves performance of Save Work and Open operations. For that reason it is used bydefault in the Diagrams application.

It is possible to check in which format the document was last saved by querying SCHFF(schematic file format) attribute of SCDIAG, SCTEMP or SCSTEN. It can have the followingvalues:

0 - Visio XML format

1 - binary format

When Save Work is performed all opened documents (also unchanged) with file format notcorresponding to the ‘Save documents in Visio XML format’ setting will be saved again in anappropriate format.

4.6.3 New

New diagrams, templates and stencils can be created through the New Diagram and NewStencil commands in the file menu.



If desired, a template for a new diagram can be chosen from the database. If no templateshould be used, then click the No template button.

4.6.4 OpenExisting diagrams, stencils and templates can be opened through the File menu.

When the Open command is issued, the Open dialogue is shown. This dialogue shows alist of the diagram, stencil and template index elements in the database, through which thediagrams can be opened.



Diagrams, stencils and templates can also be opened by double clicking or using the right-click menu of the Schematic Explorer.



In case the diagram is connected to other diagrams through off-page connectors, theConnected Diagrams command will be available. By selecting this command either of twothings will happen:

1. If the diagram is connected to one other diagram only, this diagram will open.

2. If the diagram is connected to several other diagrams, a list of diagrams will be shown sothe user can select which one(s) to open.



Note: When the user tries to open a diagram that is already claimed a dialogue will beshown where the user gets the opportunity to open in read only mode.

4.6.5 Open Read OnlyIt is possible to open a diagram as read only. It will not be possible to modify the diagramand in read only mode it will not be claimed. This means that other users still can open it inRead/Write mode (using the normal Open command). The Open Read Only command isavailable in a number of situations as seen below.



Figure 4:4. Context menus on SCDIAG



Figure 4:5. Context menus on SCPLIN or its members (also SCEQUI etc.)



Figure 4:6. When line, equipment etc. are placed on diagrams

Figure 4:7. When option Connected Diagrams is chosen



Figure 4:8. Open from File menu



Figure 4:9. In Open From Batch Job

Figure 4:10. In Line Properties



Figure 4:11. In the Search Result context menus



4.6.6 Save Work and Save AsWhen the Save Work command is issued, it will perform the following actions:

1. Save the Visio drawing and modified stencils to the file system, also re-save all openeddocuments with file format not corresponding to ‘Save documents in Visio XML format’setting.

2. Update the SCDIAG and SCSTEN index elements in the database with Visio drawingrelated data.

3. Perform the Dabacon SaveWork, thereby flushing all session data to the database.4. Create an SVG format diagram file for viewing in the P&ID 3D Integrator. If the General

Options > System configuration > SVG > Always Create SVG setting is set toFalse, the SVG file will only be created if there are or have been any items in thedrawing that are released to 3D.

Note: When a SaveWork command is issued from PML or the command prompt, this willalso trigger the saving of the Visio drawing as described above. However, in the caseof a new drawing, the user will be presented with a dialogue to enter a name for thedrawing. If the user then clicks Cancel in this dialogue, the drawing will not be saved,but the SaveWork will still proceed leading to an inconsistency between the DB dataand the drawing.

This is only the case when the Savework is called from PML or the command prompt. Whenusing the Save Work and Save As commands in the Diagrams File menu or Standardtoolbar, and subsequently cancelling as described above, the Savework will also becancelled and a consistent state will be reached.

The Save As command will provide the user with a possibility to save the drawing under adifferent name. The maximum length for a diagram name is 50 characters. This commandalso performs a Save Work before the user is prompted for the new name for the copy.

In the Save As dialogue it is also possible to create new schematic groups by right clickingon the Schematic world element or an existing Schematic group element.

Note: In case you have done updates to a previously saved diagram and then make aSave As, the Save Work will first apply the changes to the existing diagram beforethe copy is created.

Note: If more than one diagram is open, all open diagrams will be saved when Save Workis performed.



Note: It is not allowed to overwrite an existing diagram by making a Save As and selectingthe same name as an existing diagram. This is due to technical reasons and the waythat diagram files are stored and referred from the DB proxy elements (SCDIAG).The workaround is to first delete the diagram to be overwritten before making theSave As using the same name.

4.6.7 Get WorkTo get access to updates done by other users, the Get Work command can be used. Thisworks exactly like the standard PDMS Get Work command.

4.6.8 DeleteDiagrams can be deleted using the Delete command on the right click menu on theSCDIAG element in the schematic explorer. When a diagram is deleted, any related itemson that diagram will not be deleted from the database. However, all references to thatdiagram will be cleared. This means that if the diagram for instance contains an equipmentshape, the DIAREFARRAY on the equipment item will be updated, but the equipment itemas such will not be deleted.

Any orphan items left over when diagrams are deleted can be found by searching for itemswhere DIAREFARRAY is empty.

Note: When a single page within a diagram is deleted, the user will be presented with aquestion regarding deleting all items from the database or not.

4.6.9 Additional Notes on File HandlingBelow are a few notes regarding file handling:

• The application supports Multiple Document Interface (MDI) which allows severaldiagrams to be open at one time. However, due to technical reasons and theintegration between the document state and the database state (Save Work and DBsessions), it is not possible to only save one single document or to close one singledocument.

• When Save Work is performed, all open diagrams will be saved.• When Quit Work is performed (for instance when one diagram is closed), all open

diagrams will be closed.• When exiting the application, the user will be prompted whether to save work or not.• When KEEP_SESSION_FILES default setting is set to False, there is a tool available

for cleaning old session files. For more information refer to Clean Old Session Files inChapter Utilities.

4.7 Define / UndefineThe Define command will create a new database element that corresponds to a shape andlink the shape to that database element. In case an element with the same name alreadyexists in the DB, the application will issue an error message and create a new unnamedelement. The Define command is available on the Object > Define main menu, on theObject toolbar as well as on the right click menu for shapes in the drawing.

For piping and HVAC branches, there is also a Define Branch command that will create anew branch element under the current pipe-/HVAC-line and define all in-line fittings in thebranch in one go.



The Undefine command will break the link between the shape and the correspondingdatabase element. The database element will not be deleted.

Note: When Undefine is performed, the attributes will be cleared using the same rules aswhen a shape is copied, refer to the Copy with shape setting in Step 4: AttributePresentation in Chapter Getting Started.

During normal drafting of diagrams by dragging and dropping shapes from a stencil andconnecting together in the drawing, the Define operation will be handled automatically bythe application. The manual define/undefined only has to be used in special situations. Forexample, if a number of inline fitting shapes (a branch or part of a branch) are copied andpasted, they will not automatically be defined, so the user will have to first select a currentPipe-/HVAC-line and then issue the Define command. The Define command can also beused in conjunction with data migration procedures (refer to Migration of Data from TribonM3 in Chapter Getting Started).

It is possible to disable the automatic Define mechanism by setting the Define shape ondrop to False.

As a visual feedback to the user, it is possible to set up a default colour that is automaticallyassigned to shapes when they are defined. This is done by the Colour setting for each kindof item under Element Options in Diagrams Options in Chapter Getting Started. Using thedefault application settings from the installation, this means that Equipment and Pipeworkshapes will turn blue as they are defined, HVAC ducting and fittings will turn green etc. Incase the colour does not change on drop/connect, the user will see that the shape could notbe defined.

4.8 RefreshThe relation between Visio shapes and their corresponding database elements means thatattribute data is actually stored in two places during program execution. The architecture isdesigned in such a way that the database element is considered the master.

Under some circumstances the attribute data might become out-of-sync, so that thedatabase element becomes updated while the shape is not. This can for instance occurwhen attribute data has been updated from the command line, or when a shape text refersto other database elements and these element have been updated.

In this case the Refresh command can be used. The Refresh command updates the shapeattributes from the corresponding database element data. Refresh can be performed on asingle shape, on a group of shapes or on all shapes in the drawing. The Refresh commandis available in the main application Object menu, on the Object toolbar and on shape anddrawing right-click menus.

4.9 Consistency CheckThe Consistency Check command can be executed on a single shape, several shapes oron all shapes in the drawing. This function will perform two kinds of checks on the selecteditems. It will check the consistency between the drawing and the database as well asperforming an engineering check.



In case any inconsistencies are found, these will be listed in the Consistency CheckResult window. Inconsistencies are classified as Errors, Warnings and Informationalmessages as indicated by the status icon.

The columns are as follows:

By clicking on each line in the dialogue, the corresponding shape will be highlighted in thedrawing. In case the shape is not visible in the current view, the system will pan and ifnecessary zoom out to make the entire shape visible.

The system will also attempt to bring back the drawing to a consistent state against thedatabase in case any inconsistencies have been detected. This normally means thatshapes will be disconnected or undefined in the drawing. No automatic updates will be doneto the database.

Below is a table showing the different checks that are performed during the Consistency Check operation.

Column ExplanationShape 1. The icon indicates the severity of the problem (Error, Warning or

Information).2. Name of the Visio shape that the problem is related to.

Connection Connection number of the shape which the problem is related to. Thisis only shown in case the problem is related to a certain connectionpoint on the shape.

DB Element Name of DB element that the shape is related to. This is only shownin case the problem is related to a shape that has a corresponding DBelement.

Page Page number in the drawing on which the related shape exists. Thisis only shown in case the message is related to a shape.

Problem Problem text. See below for the list of problems that can be detectedby the Consistency Check function.

Corrective action In case any corrective action has been taken, this will be indicated inthis column.

Problem Severity Corrective actionNot connected to the same point on element inDB

ERROR Disconnect in dwg

Not connected to the same element in DB ERROR Disconnect in dwgConnected shape's element does not exist inDB

ERROR Disconnect in dwg



The Consistency Check command can be issued through the following UI commands:• Object pull-down menu• Shape right-click menu (also works on a selection of shapes)• Drawing background right-click menu

A summary of the consistency check result can also be seen in the Message Log. In caseno inconsistencies are detected, the Consistency Check Result pane will not appear.

4.10 Annotation

4.10.1 OverviewDiagrams supports the standard Visio shape Text field as well as predefined label shapes.The user scan create their own label shapes, including multi-field labels. When such a labelis dropped on the drawing and connected to a DB element shape, it can display arbitraryattributes.

Element not connected in DB ERROR Disconnect in dwgNozzle not related with an equipment item ERROR Undefine shapeElectrical connection not related with an equipment item

ERROR Undefine shape

Shape is related to a different equipment itemthan in database

ERROR Undefine shape

The database element is missing ERROR Undefine shapeShape has only to/from flows WARNING NoneBoresizes does not match (between currentand connected shape)

WARNING None

Widths does not match WARNING NoneHeights does not match WARNING NoneBoresize not set INFORMATION NoneShape not connected at connection point INFORMATION NoneShape is not defined in the DB INFORMATION NoneOnly X of Y cable members released to 3D (performed for Multi-cables)

WARNING None



4.10.2 Shape TextThe Visio Shape Text field provides a default annotation that will be presented togetherwith the shape in the diagram. The initial position of the shape text is automaticallycalculated by the application according to text placement settings provided in DiagramsOptions and in Import Shape Wizard (for more information refer to Import Shape Wizard inChapter Getting Started). After a shape has been placed, the shape text can be selectedand dragged by the mouse to another position.

For connector type shapes such as tubes, ducts and cables, the shape text is automaticallyplaced and oriented along the longest leg. To be able to move and place the shape textmanually, the Using control handle command has to be enabled. This command isavailable on the Shape right-click menu.

The shape text can be turned on or off by right-clicking on a shape and selecting the ShowLabel command. This command can also be used after having selected several shapes.

Line breaks in the shape text can be accomplished in two different ways:• By adding a "\n" escape sequence to the text annotation format.• By defining a linebreak character. This is done by assigning a value to the Linebreak

delimiter setting in Diagrams Options.This requires that the attribute data values to bepresented in the text contains such characters at suitable positions, which in essencemeans that these characters will be stored inside the text strings in the database. Toenable this kind of linebreaks for a certain shape, the Linebreaks command in theright-click menu has to be checked.

For pipe tubes and HVAC ducts, there is a possibility to enable a mode where only theshape text for the first tube/duct in a branch (or rather segment) will be visible, while others



will be invisible by default. This function can be enabled by setting the Show Text on firstsegment only default setting in Diagrams Options to True. However, depending on thesequence of operations when the branches and segments are built, some extra texts mightbe left in the middle of a segment. These can then be manually hidden by using the rightclick command.

4.10.3 LabelsShapes for custom labels and multilabels can be created using the Import Shape Wizard.The annotation strings can be formatted according to the Attribute Presentation Notation(please refer to Attribute Presentation Notation in Chapter Appendices) in order to presentattribute values from the related shape.

Default labels can also be set up for shapes, so that for instance an equipment shape willget a number of pre-defined labels when it is dropped on the drawing. This can be done inthe type specific settings in Diagrams Options and can also be overridden in step 3(Annotation settings) of the Import Shape Wizard in case individual settings are required.

A number of annotation settings are available in Diagrams Options that controls the labelshape to be used for annotation as well as the number of annotation labels that should beavailable for each type of item in Import Shape Wizard. These settings can be found underGeneral Options > Annotation Settings.

Line breaks are supported in the same way for labels as for the Shape Text.

4.10.4 Property Break SymbolIn the Annotations stencil supplied with Diagrams, there is a Property Break symbol. Thissymbol can be dragged to the diagram and attached to a connection point on an inlinefitting. The property break symbol will then show attributes that differ between the elementsat the connection. This can for instance be used to annotate spec breaks. In the examplebelow, there are different Pspec (A300 vs. A150) and Ptspec (PS007 vs. PS008) betweenthe tee and the following tubing.



The attributes that will be shown can be configured using the General Options>Annotation settings > Property Break settings in Diagrams Options. This setting isrepresented by a comma separated list of attributes. Only the attribute values that differ willbe shown.

4.11 Off-page ConnectorsDiagrams allows the creation of discontinuous pipelines / HVAClines through the use of anOff-Page Connector (OPC) mechanism. Even if these are called Off-Page Connectors, theycan also be used within a page.

Two variants of Off-Page Connectors are supported by the application, Outgoing andIncoming.

Off-Page connectors are created by dragging an OPC shape onto the drawing andconnecting it to a free end of a pipeline branch.

An outgoing OPC can be connected to an incoming (or vice versa) using the Connect OPCcommand in the shape right-click menu.

This command will bring up a Selection dialogue (Standard DB Browse Dialogue) where allunconnected OPCs of the opposite kind will be listed.



By selecting a matching OPC they will be connected by the OPCREF attribute.

When examining the database explorer, it can be seen that a new SCSEG element hasbeen created. The purpose of these administrative elements is to serve as containers for theparts of a branch that is divided by OPCs.

The shape text shown in the OPC can be controlled by the Attribute Presentation Notation.Refer to Attribute Presentation Notation in Chapter Appendices for further information. It isfor example possible to show the name of the drawing and the page of the OPC that thecurrent one is connected to by using the following format:[opcref.owner.diaref(1)] - Page: [opcref.owner.page(1)].

It is possible to navigate between connected OPCs by using the Go to Connected OPCcommand available on the right click menu.



The OPC connections can also be listed and navigated on a diagram level. By right clickingon a Diagram Element in the database explorer and choosing the Connected Diagramscommand, all diagrams connected to the current one will be listed.



By clicking on a diagram in the list, this can be opened.

4.12 Offline InstrumentsOffline instruments can be connected to any inline fitting in a pipeline / HVACline.

1. To create an offline instrument, first drag an offline instrument shape from the stencilonto the drawing.

2. Next drag the control handle and connect it to an inline fitting.



3. Instrument is now connected to the fitting

It is also possible to have connection points on the off-line instrument, allowing control linesto be attached to it as can be seen in the example below.



4.13 Manual Component Selection

4.13.1 OverviewBy using the Catalogue Search function, it is possible to search through the catalogue andto assign catalogue references to the selected item(s). This is achieved by the followingsteps:

1. First select the item(s) in the drawing that should receive the new catalogue reference. 2. Second, make a selection in the Catalogue Search window. The Select command is

available on the right click menus of the explorer and the result list as well as on adedicated button in the bottom right of the window.

Manual component selection behaves differently depending on the current setting of theUse specification default variable as shown below:

The Catalogue Search window is divided in two main parts. To the left is a pane thatcontains two tabs, Catalogue Explorer and Selection Tables, to the right there is a searchresult list.

The Catalogue Search window will automatically navigate to the currently used catalogueitem. This means that when a shape which has a SPREF pointing to a GPART or aTABITEM is selected in the drawing, the catalogue search will switch to the relevant tab andnavigate to the currently selected catalogue item in the Catalogue Explorer, as well as in theresult list. However, on slow computers this can cause a slight delay when shapes areselected. If this is the case, this behaviour can be turned off by setting the General options> Catalogue search settings > Configuration > Auto navigate to catalogue elementsetting in Diagrams Options to False.

Default setting Value DescriptionGeneral Options - Pipe Dimensioning - Spec Search - Use Specification

True Manual component selection can be donefor SCOINS, SCEQUI, SCSUBE, SCCAB,SCMCAB, SCDUCT and SCHVFI

False Manual component selection can be donefor elements listed above and also forSCINST, SCTUB, SCVALV and SCFITT.



4.13.2 Catalogue ExplorerBy selecting the Catalogue Explorer tab, the user can navigate through the GPART userdefined hierarchy of the catalogue. In case the desired GPART can be identified already inthe explorer, it is possible to right click and choose the Select command to assign thecatalogue reference (SPREF) to the selected item(s) in the drawing. There is also apossibility to define and use filters to be applied to the search. When the Find button isclicked, the search result will be displayed in the result list pane to the right.

In case default filters for shapes have been specified in Diagrams Options or in the DefaultCatalogue Search Filter (refer to Step 5: Default Catalogue Search Filter in ChapterGetting Started), the "== Use default filter from item ==" option will have to be selected forthese to take effect. When a shape associated with a default filter is selected, and the "==Use default filter from item ==" is applied, as soon as the Find button is clicked, theassociated filter will automatically be applied.

4.13.3 Defining FiltersBelow the explorer pane, there is a possibility to define or use filters to be applied to thesearch. By clicking the Define Filters link, the Define Filters dialogue is shown.



To define a new filter, click the New filter button and specify a name.

Below the Select Filter section, there is a Category line. If the Category checkbox ischecked, the filter will include a category selection criteria. This means that when the filter isused, it will only search within the predefined category. As a default, the currently selectedcategory in the GPART hierarchy explorer pane will be shown in the category textbox. Incase the user wants to select another category, the Browse button (…) to the right can beused. If the Category checkbox is not checked, the filter will be defined as a generic filter,which can be applied to any category when used.

When filters are used, it works as follows:• If a filter including a category definition is used, the system will first navigate

automatically to the defined category in the explorer and then apply the rest of the filterand make the search.

• If a filter which does not include a category is used, the system will apply the filter to thecategory that is currently selected by the user in the explorer.



Below the category line, a table of criteria statements can be defined for the filter. To add anew statement, simply click on the Attribute field to display a dropdown list of attributes.This list contains all attributes that have been defined using the Customize function andmay include attributes from referenced elements.

Next click the Operator field and select an operator. Note that some operators are onlyapplicable to certain data types, for instance the Like operator can only be applied to textstring attributes.

Finally enter a criteria value in the Value field. When using the Like operator, wildcards canbe specified using the asterisk (*) character.

To add another criteria statement, simply click on the next empty line which wasautomatically added when the first criteria statement was defined.

In case more than one statement is used for a filter, there will be an implicit AND operatorapplied between statements.

Finally click OK to create the filter and close the dialogue.



4.13.4 Modifying, Renaming and Deleting FiltersTo modify an existing filter, click the Define Filters link to go the Define Filters dialogue.Then select the filter from the dropdown list and change the criteria statements.Unnecessary statements can be removed by first selecting the statement in the list and thenclicking the Remove Statement button.

Filters can be modified and removed by using the Rename and Delete buttons for theselected filter.

4.13.5 Using FiltersTo use a filter for a search, select it from the Filter dropdown box, and click the Find buttonto perform the search. In case the filter definition includes a category, the explorer willautomatically navigate to this category when the filter is selected, and the search will beperformed accordingly.

Filters are stored in the Windows registry of the local machine.

4.13.6 Selection TablesSelection Tables (available on the Selection Tables tab in the left pane), can be used to findcatalogue items in a way similar to pipe specifications.



By making a selection in the Table and Type dropdown boxes and clicking the Find button,the table on the right hand side will be filled with a relevant selection of catalogue itemsrepresented by TABITE database elements.

If the Auto select table and type from item checkbox is checked, the table and typedropdowns will automatically be set according to applicable default settings under GeneralOptions > Catalogue Search Settings in Diagrams Options or specified in step 5 of ImportShape Wizard.

A selection table item can contain default values that will be applied to the shape when thecatalogue reference is set, provided that the Apply default values to item checkbox ischecked. This can be followed up in the Message Log where messages regarding assigneddefault attributes is provided.

4.13.7 Result ListWhen a search has been performed, the result can be seen in the Result List. If theCatalogue Search tab has been used, the list will contain GPARTs, if Selection Tableshave been used, it will show TABITEs.



To select a Catalogue Reference from the result list, you can either select the line in the listand click the Select button, or use the Select command in the right click menu on the itemin the list.

The columns shown in the result list can be changed by clicking the Customise link. Thiswill show the Catalogue Search Result Presentation Settings dialogue.

Note: The result list for GPARTs will automatically be filtered on the LSELEC attribute. Thishas to be true in order for the GPARTs to be shown in the result list.



In this dialogue, the presentation label can be changed and it can be set up whether theattribute should be visible or not. By clicking the Referenced Attributes button, attributesfrom related elements can be shown. This dialogue works just like the same dialogue usedfor Attribute Presentation (refer to Step 4: Attribute Presentation in Chapter Getting Started).

The result list can be presented in three different layouts, in order to provide as much spacefor data as possible. By right clicking in the list and selecting Horizontal Layout, VerticalLayout or Result list only the layout can be changed so that either as many rows and/orcolumns as possible can be shown.

In the right click menu, commands are also available for showing or hiding the Groupingpane, Filters row and Summary line. For more information on how to use the grouping andfiltering functions, please refer to the Getting Started with PDMS documentation.



4.14 Copying/Pasting DataData and arrangements in a diagram can be re-used by using the standard Copy and Pastecommands. When shapes are pasted, they will not be automatically defined, the user willhave to manually issue the Define or Define Branch (refer to section Define / Undefine)commands afterwards. This allows a better control over the definition process.

Which attributes to be copied or not copied together with the shape can be set up using theAttribute Presentation function in Diagrams Options (please refer to Step 4: AttributePresentation in Chapter Getting Started).

Note: That this only applies when defined shapes are copied.

Please also see the section on Primary / Secondary Shapes below, as this has relevance tothe behaviour of the Copy/Paste operation.

There is also a possibility to copy and paste several attributes at the same time betweenexisting shapes. This can be done by using the Copy Attributes and Paste Attributescommands in the Edit menu. These will copy and paste all attributes that have been definedas copy with shape in Attribute Presentation. These can be used in the following way:

1. Select a single shape from which the attributes should be copied.2. Use the Copy Attributes command.3. Select one or more shapes of the same type as the one that you just copied from.4. Use the Paste Attributes command.

The result of the paste operation can be followed up in the message log, which will show alist of the attributes that have been pasted for each shape.

Note: It is the Copy with shape setting for the destination shape which will determinewhich attributes will be pasted. The Copy with shape setting for the source shape isnot considered.

Note: The Copy/Paste Attributes function only apply for DB defined attributes.

4.15 Primary / Secondary Shapes

4.15.1 OverviewDiagrams supports a Primary/Secondary shapes concept. This allows a single item in thedatabase to be represented by several shapes in diagrams. The shapes can exist in thesame page, on another page in the same diagram or on different diagrams. A good exampleof this are equipment items to which several systems are connected, such as the main



engine. Even if the main engine will be represented on all the related systems' diagrams, itcan still be a single item in the database.

In some cases the main responsibility for an equipment item lies with a certain design teamor system design group while it needs to be accessible to other teams for connecting othersystems to it. To support this way of working, shapes can be considered Primary orSecondary, and different rules and restrictions can be applied to these categories.

The system allows 0-n primary shapes and 0-n secondary shapes for a certain element inthe database. This means that the shapes corresponding to a certain DB element, might beall primary, all secondary or a mix of primary and secondary.

For instance, if an equipment shape is deleted while keeping the corresponding DB item,and later a new shape is created referring to the same DB item, the new shape will besecondary even if no primary shape exists. This kind of situation is not handledautomatically by the system. It is however possible for the user to manually change theIsPrimary flag.

The Primary/Secondary shape concept can be applied to the following kinds of items:• Equipment• Subequipment• Electrical connection elements• Cables• Multi-cables

Secondary shapes can be created in two main ways:• By changing the name into an already existing name.• By copying and pasting shapes in the drawing.

Note: The usage of Primary/Secondary shapes for certain combinations of main itemshaving subitems and/or connected cables or pipes involves a complex behaviour andcan give results that were not expected by the user. When using the Primary/Secondary shapes for such combinations, it is important that the user understandsall implications of his/her actions.

4.15.2 Creating Secondary Shapes by Changing NameWhen a shape of one of the above listed types is dropped on to the drawing, a new item willbe created in the database according to the normal Define (Define / Undefine) process. Thisshape will automatically be considered a Primary shape.

In case the name of the item is subsequently changed to the same name as another item, adialogue will be shown to the user. This behaviour is depending on default settings, pleaserefer to section Behaviour of Primary/Secondary Shapes.



In case the user will click OK, the shape will refer the existing item in the database havingthe name entered by the user and it will be made into a secondary shape.

The user will then also be asked if the original item created when the shape was droppedshould be deleted from the database, depending on the setting for Primary Shape Delete.

In case the original database item had some subordinate Electrical Connection Elements, adialogue will be shown to the user asking if these should be copied to the existing itemhaving the new name entered by the user. Nozzles are moved rather than copied as theycan not have a secondary representation.

In case the user clicks OK, the subordinate elements will be copied before the original itemis deleted from the database.

If the item has pipe branches connected to it, these will be disconnected before the shapewill be referred to the other DB item. This is necessary in order to avoid inconsistenciesbetween the drawing and database.

The system also enforces some restrictions on secondary shape handling for hierarchicallysubordinate items such as subequipment and electrical connection elements. It is forinstance not allowed to have secondary electrical connection elements referring to a DBitem owned by a different equipment item than the one that the electrical connectionelement is connected to on the current drawing. This is described in more detail underBehaviour of Primary/Secondary Shapes.

4.15.3 Creating Secondary Shapes by Copy/PasteSecondary shapes can also be created by copying and pasting shapes in or betweendrawings. When a shape is being pasted, the system checks if it contains a name of a DBelement and if that DB element already exists, a dialogue will be shown. For electricalconnection elements, no separate dialogue is shown and the response is taken from theparent equipment item. This behaviour is depending on default settings, please refer toBehaviour of Primary/Secondary Shapes.



4.15.4 Viewing and Changing Primary/Secondary StatusThe Primary/Secondary status of a shape can be seen by having a look at theIsPrimaryShape attribute in Custom Properties or the Item List. It is also possible to changethe Primary/Secondary status for a certain shape by using the dropdown list.

4.15.5 Behaviour of Primary/Secondary ShapesA set of default settings available in Diagrams Options controls how primary and secondary shapes will behave regarding creation, updates of attributes and deletion of the shape. These can be found under the respective element options. For instance for equipment items, the settings can be found under Element Options > Equipment Options. The settings are as follows:

Default setting Value DescriptionPrimary Shape Delete Always Delete When a primary shape is deleted, the

corresponding DB element is always also deleted without any confirmation or message to the user.

Never Delete When a primary shape is deleted, the corresponding DB element is never deleted.

Ask User When a primary shape is deleted, the system will ask the user if the corresponding DB element should be deleted or not.

Secondary Shape Create on name change

Always Create When the name of a shape is changed to the name of an existing item in the database, always create a secondary shape referring to the same item in the DB.

Never Create It will not be allowed to change the name to the same name as an existing item in the database.

Ask User When the name of a shape is changed to the name of an existing item in the database, the user is asked whether to create a secondary shape referring to the same item in the DB or not.



There is also certain behaviour related to subitems and connected items. This behaviour isdescribed in the table below. In case of secondary shape creation through name change,the DB item that the shape was referring to before it was assigned to another one is referred

Secondary Shape Create on paste

Always Create When a shape having a name already existing in the DB is pasted, always create a secondary shape referring to the same item in the DB.

Never Create When a shape having a name already existing in the DB is pasted, blank the name and never create a secondary shape. A new item will be created in the DB.

Ask User When a shape having a name already existing in the DB is pasted, the user is asked whether to create a secondary shape referring to the same item in the DB or not.

Secondary Shape Delete Always Delete When a secondary shape is deleted, the corresponding DB element is always also deleted without any confirmation or message to the user.

Never Delete When a secondary shape is deleted, the corresponding DB element is never deleted.

Ask User When a secondary shape is deleted, the system will ask the user if the corresponding DB element should be deleted or not.

Secondary Shape Modify Always Modify When an attribute value for a secondary shape is changed, the corresponding DB element is always also updated without any confirmation or message to the user.

Never Modify When an attribute value for a secondary shape is changed, the corresponding DB element is never updated. The user will receive an error message.

Ask User When an attribute value for a secondary shape is changed, the system will ask the user if the corresponding DB element should be updated or not.



to as the Source item. The DB item that the shape will be linked to after the creation isreferred to as the Destination item.

Method Action BehaviourName Changed Creating secondary shapes

for equipment where the source DB item has got subequipment.

No special handling. The source subequipment items will be kept or deleted with the source item according to the user selection (Delete Yes/No).

Creating secondary shapes for equipment or subequipment where the source DB item has got electrical connection items.

The user will be asked whether he/she wants to move the elconns to the destination equipment item.

Yes: The system will move the elconns to the destination element without disconnecting cables.

No: The system will disconnect any cables connected to the elconns in the drawing and make the elconns undefined.

Note: Finally the source equipmentitem will be deleted or keptaccording to user selection ordefault settings. The systemonly allows to create secondaryshapes for elconns if parent(equipment/subequipment) inDB is the same.

Creating secondary shapes for equipment or subequipment where the source DB item has got nozzles

The nozzles will be copied to thedestination DB item. The nozzle shapeswill still be primary, as secondaryshapes is not supported for nozzles.

Creating secondary shapes for equipment or subequipment having connected cables

Cables are disconnected

Creating secondary shapes for equipment or subequipment having connected pipes

The pipes will be disconnected

Creating secondary shapes for equipment or subequipment having connected HVACs

The HVACs will be disconnected

Creating secondary shapes for cables

If the cable is connected, it will bedisconnected.



Copy/Paste Creating secondary shapes for equipment where the source DB item has got subequipment.

No special handling. The sourcesubequipment items will always bekept.

Creating secondary shapes for equipment or subequipment where the source DB item has got electrical connection items.

The electrical connection items will becopied to the destination DB item, andthe electrical connection shapes will bemade secondary shapes.

Creating secondary shapes for equipment or subequipment where the source DB item has got nozzles

No special action as long as only theequipment shape is copied.

Creating secondary shapes for equipment or subequipment where the source DB item has connected cables


Creating secondary shapes for equipment or subequipment having connected pipes


Creating secondary shapes for equipment or subequipment having connected HVACs


Copy/Paste of an elconn A new elconn is always created. When copying multiple shapes including equipment items and elconns, the elconn always inherits the answer from its parent.

Copy/Paste of multiple shapes having mixed item types.

When multiple shapes of different kinds are copied and pasted, the system will behave differently depending on the kinds of items that have been selected. This is fairly complicated and is therefore not recommended unless the user knows exactly what he/she is doing.

If the user for instance has selected a few equipment items and a few sub-equipment items and these items contain elconns, all elconns will be added to their parents as primary/secondary - depending on the answer from the parent.

Method Action Behaviour



• Equipment and Sub-equipment Copy and Paste SummaryWhen the user copies/pastes more than one item in one step, and that collection thencontains both equipment and sub-equipment, the following logic is used to determine thecorrect equipment owner (Situations are considered each time the user chooses CreateNew DB Item during the copy/paste action):

1. First situation. There are two equipment and two sub-equipment. The User selects theit and do copy - paste. In the result he will get two new equipments and two new sub-equipments like below:

4.15.6 Deleting Primary/Secondary ShapesThe system does not include any automatic management of primary/secondary status whenshapes are deleted. This means that if a primary shape is deleted, leaving the DB element,it can happen that only secondary shapes are left for that item. In case this is not a preferredsituation, one of the secondary shapes will have to be upgraded to a primary by changingthe status of the IsPrimaryShape attribute. In case the DB element has also been deleted,this will be detected and reported by the consistency check operation for the secondaryshapes.

4.15.7 Finding All Shapes Referring to a Certain DB ElementTo find out which drawings contain shapes that references a certain DB element, the OpenDiagram function can be used. This is for instance available by right clicking on the elementin the Schematic Explorer. In case the element only exists on a single drawing, this drawingwill be opened. If it occurs on several drawings, a list will be displayed. When a drawing hasbeen opened, the Find in Drawing Toolbar can be used to find all instances of the DBelement within that drawing.

4.16 Using Background DrawingsDiagrams relies on the standard Visio function Import CAD Drawing for importingbackground drawings. This means that the process is the following:

1. Export the background drawing from Marine Drafting using the Export > DXFfunction, having a format that is compatible with the used MS Visio version, forinstance R12 DXF*.

2. Import the drawing using the Insert > CAD Drawing command in Diagrams.

*As the support for drawing formats and versions changes with new releases ofMarine Drafting and MS Visio, it is recommended that the user will make some testsand investigations using their current program versions to determine which format andversion will provide the best results.

For more information about the Import CAD Drawing function, please refer to the MS Visiodocumentation.



4.17 Setting an Initial 3D Position

4.17.1 OverviewDiagrams supports a 3D Position (POS) attribute for relevant schematic database elements.This position is independent of the 3D position of any related 3D elements. This can behandled in different ways using the P&ID 3D Integrator. It is for instance possible to copy theinitial 3D position given for the schematic element to the corresponding 3D element duringthe build process. Please refer to the Schematic 3D Integrator User Guide for more details.

4.17.2 Setting the Initial 3D PositionThe initial 3D position can be set by using the dialogue available through the View > Initial3D Position command.

Note: The Initial 3D Position command is only enabled when a database containing a shipcoordinate system is available in the current MDB.

The initial 3D position can also be set as XYZ coordinates by directly updating the POSattribute. In case the position should be presented to the user using the ship coordinatesystem format, the SHIPX, SHIPY and SHIPZ pseudo attributes can be used. Refer to thedocumentation for referenced attributes in Attribute Presentation in Chapter Getting Startedfor more information on how to access pseudo attributes.

4.18 Changing Symbols for Existing Items

4.18.1 OverviewDiagrams supports exchanging a placed and connected symbol with another symbol. Allattributes and connections will be retained. This can be done either manually by the user orautomatically by fetching a shape reference from the catalogue.

The reason that this function is called Replace Symbol rather than Replace Shape whichwould be the standard MS Visio terminology, is that it will only replace the visual appearanceof the shape, and will not apply to all attributes, default values etc.

4.18.2 Manual Replacing of SymbolBy selecting one or more shapes and using the Replace Symbol command on the rightclick menu, the symbol can be manually replaced. This will bring up a dialogue where a newshape can be selected.



In the treeview to the left, all open stencils are shown. In the right hand pane all shapes forthe selected stencil can be seen. Select one of these and click the Replace button to makethe change. In case the dialogue should remain open, use the Apply button instead. TheReset button will restore the original symbol(s).

If the selected shape is not of the same type or has too few connections, an error messagewill be shown and the symbol will not be replaced.

4.18.3 Automatic Replacing of SymbolWhen the catalogue reference for an item is set or changed, the application canautomatically replace the symbol using a symbol reference from the catalogue. This can forinstance be applied when a generic shape has been used from the beginning, and when ata later time in the process the catalogue reference is set. Then a more specific symbol canbe fetched from the catalogue, given that the catalogue item includes a shape reference.

The shape reference in the catalogue can be set using the Symbol Group and SymbolName fields in Paragon. Symbol Group should contain the name of the stencil and SymbolName should be the name of the shape within the stencil.



Figure 4:12. Catalogue symbol reference in Paragon

The way that the automatic symbol replacement works is controlled by some default settings in Diagrams Options (Defaults in Chapter Getting Started):

In addition to this, there is also a setting for Auto replace manually replaced shapes. Thiscan have the same values as described above for the Auto replace shape from catalogue,with the difference that it only applies to shapes that the user has previously exchangedmanually. This basically provides a way to disallow any automatic changes to shapes thatthe user has manually replaced.

4.18.4 Replace Symbol from CatalogueBy using the Replace Symbol from Catalogue command available on the shape right clickmenu, the current symbol will be replaced with the one stored in the catalogue. This can beuseful in the following cases:

• The item has received a new catalogue reference outside the control of the Diagramsapplication and the symbol has therefore not been updated accordingly.

• The user has manually replaced a symbol and now wants to return to the symbolprovided by the catalogue.

• The catalogue has been updated with new symbol references and the diagram shouldreflect this change.

Default setting Value DescriptionAuto replace shape from catalogue

Yes When the catalogue reference is set or changed, the application will check if the referenced catalogue item has a shape reference. If it has, the shape will automatically be replaced with one referenced from the catalogue.

No When the catalogue reference is set or changed, the application will not attempt to replace the shape from the catalogue.

Ask User When the catalogue reference is set or changed, the application will check if the referenced catalogue item has a shape reference. If it has, the system will ask the user if the shape should be replaced.



4.19 Setting System ReferenceIn some cases the user might want to override the System reference inherited from thepipeline for a particular valve or fitting. In this case the Set System Reference commandavailable on the shape right-click menu can be used. This will bring up a dialogue where thesystem reference can be set or updated. This dialogue can also be used for setting thesystem reference(s) for equipment items and cables.

One item can be a member of multiple systems. To add a reference to a System, click the

button, which will bring up a dialogue where the system hierarchy can be browsed anda system selected.

To remove a system reference, select it in the list and click the button.

In the list you can also see the system reference of the parent Pipeline / HVACline forapplicable items as a greyed out system name at the top of the list. This is not shown forcables or equipment items, as there is no hierarchically superior element in the databasethat has a system reference.

4.20 Naming

4.20.1 OverviewDiagrams includes a possibility for automatic naming and re-naming of database elements.This is primarily accomplished through the standard Outfitting Autonaming function. Inaddition to this, there are also functions to rename elements based on their position in thediagram layout.



4.20.2 Autonaming

• Naming RulesTo set up naming rules to be automatically applied when DB elements are created, use theTools > Other Options > Naming function. Please refer to the Data Management and DataBase / Administrator User Guide for more information about this. The autonaming onlyworks when no name has been given at the time the element is created. If for instance thePrompt on drop (Prompting the User to Enter a Name) facility is used to prompt the user fora name, the autonaming will not be activated (unless the user does not enter any name).

• Autoname CEThe naming can also be manually triggered by using the Autoname CE function availableunder Object > Naming > Autoname CE menu item, or from the Naming toolbar.

Note: That this only works in case the element is not already named.

• Autoname CE and OffspringThe Autoname CE and Offspring function is the same as the Autoname CE, but it willalso autoname any unnamed off springs of CE.

4.20.3 Auto RenamingIn addition to the autonaming, it is also possible to autorename elements. These functionsworks more or less in the way that the current name is first removed and then a newautoname is applied.

• Auto Rename CEThis function will autoname the current element according to the current Naming Option,after first removing the current name. The function is available under Object > Naming >Auto Rename CE in the main menu or on the Naming toolbar.

• Auto Rename CE and OffspringWorks the same way as Auto Rename CE, but it will also auto rename any off springs of CE.The function is available under Object > Naming > Auto Rename CE and Offspring in themain menu or on the Naming toolbar.

4.20.4 Rename ElementsThis function works on the current selection in the diagram, and can rename the elementsbased on their position in the diagram layout. Typically the user can select elements of acertain type (i.e. valves, cables etc.) and rename them according to their position.



• Name OptionChoose whether the names should be regenerated, re-ordered ascending or re-ordereddescending.

Regenerating the names will first remove the names of the selected elements and then theautoname function will be applied to the selected elements. Re-order names will keep thenames of the selected elements and re-order them alphanumerically.

• Point of ComparisonChoose which point of the shape that should be used for deciding the order. Typically thissetting is used in conjunction with function Sort Options Horizontally and Vertically.



Sort Option:

4.20.5 Prompting the User to Enter a NameBy using the Attribute Presentation settings (please refer to Attribute Presentation inChapter Getting Started), it is possible to make the application prompt the user for attributevalues as a shape is being dropped on the drawing. In case the NAME attribute is used forprompting, a special functionality is invoked. In case an element with the same namealready exists in the DB, the user will be presented with a dialogue where it is possible to re-enter the name, create a Secondary shape (Creating Secondary Shapes by Copy/Paste), ifthis is enabled, or to create the new item anyway, but with a blank name.

4.21 HighlightingThe application includes a number of ways to highlight shapes in the drawing. Someexamples of these are the right-click menu in the Schematic and System Explorers, theFind in Drawing toolbar, during automatic dimensioning/spec search etc.

In the case that the application will not automatically reset the highlight, it can be reset byusing the Reset Highlight function. This is available in the main application Object menuas well as in the Object toolbar. In addition to this, the F7 key on the keyboard can be used.

The highlight colour and linewidth can be configured by changing some default settings inDiagrams Options (refer to section Defaults):

Horizontally This will consider the X position of the shapes first.Vertically This will consider the Y position of the shapes first.Selected Order This will rename in the order that the shapes where

selected.Reversed Selected Order This will rename in the reverse order that the shapes where

selected.Chain (cables only) This will rename cables in a chain style, starting with the

selected cable traversing downstream via connected equipments/elconns. Before using this option, the user must first have selected a single cable at the start of the chain. If more than one cable is selected, the rename chain option will be disabled. It will also only propagate downstream if there is exactly one incoming and one outgoing cable at each connection. Typically this feature can be used for naming continuous circuits like lighting, fire alarms etc.

Default setting Value DescriptionHighlight colour Colour (default is Red

colour)Colour to be used when highlighting

Line width multiplier Multiplier factor The multiplier to be applied to the line width when highlighting. This is only relevant when ‘Enable auto line width’ is False.

Enable auto line width

True / False Automatically adjust the line width to the current zoom level when highlighting is done.



4.22 Importing/Exporting Drawings, Stencils and TemplatesThe File > Import function can be used to open Visio drawings which are not createdthrough the Diagrams application and are therefore not represented by index elements inthe database. Likewise, to export an existing drawing or to save a newly created Visiodrawing to a file without creating an index element in the database, the export function canbe used.

The Diagrams Import and Export functions are basically the same as the standard MSVisio Open and Save As functions, and also supports importing/exporting other formats,such as DXF etc. Please refer to the MS Visio documentation for further information on howthese functions operate. For Export and Save As there might for instance be somedifferences in what kinds of information can be exported to different formats, as well as if thefunction will export the whole diagram or only the current page.

Please note that the Import Drawing function only opens a Visio drawing stored in the filesystem and does not import related data to the database. Please refer to the Migration ofData from Tribon M3 in Chapter Getting Started chapter for how to migrate data from TribonM3.

4.23 Importing and Exporting Data to the DB

4.23.1 ImportThe Tools > Utilities > Spreadsheet Import command provides a possibility to import datato the schematic database from .CSV and .XLS format files. Please refer to the DataManagement and Data Base / Database Management Reference Manual for a descriptionof how to use it.

Auto line width Line width The line width in approx points to be applied when ‘Enable auto line width’ is True.

Apply auto line width on zoom operation

True / False Automatically adjust the line width when the zoom level is changed. This can be set to False if the performance of the zoom operation degrades on large drawings.

Keep highlight after dimensioning operation.

True / False If True, changed component will be kept highlighted after resize / refit operations.



4.23.2 ExportThe Item List includes a facility for exporting data to a spreadsheet file. By right clicking onthe table and selecting Export to SpreadSheet the contents of the currently selected tabwill be exported to an .XLS file. The file can be saved in a location selected by the userthrough a standard File > Save As dialogue.

4.24 Undo and RedoThe standard Visio Undo and Redo commands are available in Diagrams. These can befully used for Visio functions and operations that are not affecting the database, for instanceundoing the move of a shape in a drawing etc.

Note: The Undo/Redo command supplied via Visio is not connected to the Undo/Redofunctionality presented by the database. If any database actions have been carriedout as a result of the previous Visio command, then the Undo buffer will be emptiedto assure consistency between the diagrams and database.

Also, pure Diagrams functions such as Refresh, Resize, Refit etc. are not possible toUndo/Redo.


AVEVA DiagramsPiping & Instrumentation Diagrams (P&IDs)

5 Piping & Instrumentation Diagrams (P&IDs)

The chapter covers the special functions and procedures for the Piping discipline and is ofspecial interest to users creating Piping and Instrumentation diagrams.

5.1 OverviewThe Diagrams application supports the creation of piping diagrams. This includes featuressuch as automatic management of the logical pipe model, dimensioning and automaticspecification search for components.

To create P&IDs, the Pipe mode should be used. This can be selected in the Tools > Modemenu.

5.2 Creating PipelinesPipelines can be created using the Tools > Create Pipeline command.



When the Create Pipeline dialogue is opened, a number of attributes will have values pre-set as follows. These are just default values and can be changed by the user.

• Group will be set from the default group settings available in the Status Bar.• Primary System will be set from current system setting available in the Status Bar.• Pipe Specification will be set from the default value of the Primary system.• Insulation Specification will be set from the default value of the Primary system.• Tracing Specification will be set from the default value of the Primary system.• Fluid will be set from the default value of the Primary system.

The Type dropdown box will allow the user to create pipelines using derived UDET types.

The pipeline name can be automatically constructed by using the Autonaming function. Inorder to provide feedback on the autonaming while the dialogue is open, a pipeline elementis actually created as the dialogue is opened. In case the user clicks Cancel, this pipelineelement will be removed again.

The pipeline will be created in the selected group (SCGROU) in the main hierarchy of theschematic database.

It is also possible to move pipelines between schematic groups either by changing theGroup in the Pipeline Properties dialogue, or by using the Cut and Paste commands inthe Schematic Explorer.



Note: That it is also possible to create pipelines by dropping a Pipeline shape onto thedrawing. This works more or less like a Branch shape with the difference that it alsocreates a new pipeline (the Create Pipeline dialogue is automatically shown whenthe pipeline shape is dropped onto the drawing). Pipeline shapes can be created byusing the Import Shape Wizard. See chapter Getting Started for further information.

5.3 Pipeline PropertiesAfter a pipeline has been created, its properties can be viewed and changed by using thePipeline Properties command. This command is available through the right click menu inthe Explorer on pipelines and their members, as well as through the right click menu forInline Fittings in the drawing.

In case any branches have been created on diagram drawings, the dialogue will now alsoshow an additional tab, Diagram references, which contains a list of all diagrams/pagesthat the pipeline is represented on.

5.4 Creating BranchesBefore a branch can be created, the Current Pipeline must be selected. The CurrentPipeline can be viewed in the Status bar (please refer to Status Bar in Chapter Working withDiagrams). To change the Current Pipeline, you can either select the pipeline or any itembelow it in the explorer, or you can select a duct or an inline fitting in the drawing whichbelongs to the desired pipeline.

Pipeline branches are then created by dragging and dropping a branch shape onto thedrawing area. The branch will be added to the Current Pipeline.

In addition to the branch element, the application will also create a Segment Element and aTube Element.

The purpose of the Segment Element is to provide a way to divide branches betweenseveral pages or drawings using Off-page Connectors (please refer to Off-page Connectorsin Chapter Working with Diagrams). All in-line fittings in a branch belonging to a certaindrawing page will be grouped under the same segment in the hierarchy.

The tube element will be related with the tube shape in the drawing which was created whenthe branch shape was dropped. In case UDETs are used, there is a possibility in the ImportShape Wizard (refer to Import Shape Wizard in Chapter Getting Started) to set up whichUDET type of tube should be created when the shape is dropped (Denote to).

It is possible to move branches between pipelines by using the Cut and Paste commands inthe Schematic Explorer. However, please note that this will not re-apply any default values,like pipe spec etc., from the receiving pipeline to the branch or its members.

In Diagrams Options > Element Options > Fitting Options > Default Options, the settingAuto create branch on connect Tee will automatically add a new branch shape when aTee is dropped into a line.



5.5 Adding Parts to a Branch

5.5.1 OverviewValves, fittings and inline instruments can be members of a branch and are all consideredinline parts. These can be created by dragging and dropping shapes from the stencil ontothe drawing area. Inline parts can be added to a branch in different ways.

5.5.2 Arrive and LeaveInline parts with 2 or more connections are using the Arrive and Leave attributes to relatethe main flow (design) direction to the connection points on the shape. When a shape iscreated using MS Visio tools and subsequently added to a stencil using the Import ShapeWizard, it is important that the connection points are added in the correct sequence. Thepoint added first will by default be related to Arrive, and the second will be related to Leave.This can be seen as the default value of Arrive is 1 (referring to the first point) and Leave is2 (referring to the second point).

Note: If the values of Arrive and Leave are changed, this will affect the application’sperception of what is the main flow, and therefore cause inconsistencies if notproperly applied.

5.5.3 Dropping and ConnectingWhen a shape is dragged and dropped onto the drawing, it will respond differentlydepending on where it is dropped:

1. Dropped onto an empty space in the drawing: The shape will not be defined (refer toDefine / Undefine in Chapter Working with Diagrams) until it is subsequently connectedto a member of a branch.

2. Dropped onto a tube shape: The tube will be divided into two and the dropped shapewill be inserted in between and defined (Define / Undefine) in the database.

Note: This only happens if the connections points related with Arrive and Leave (point 1and 2 in the shape) will both be in line with the tube shape. Also, Arrive and Leavewill if necessary also be automatically switched so that they will be consistent withthe flow direction of the branch that the shape is dropped into.

Note: If the connector has more than one angle and the connector style is set to RerouteFreely, then each time when the user is trying to drop something on that connectorthe line is immediately rerouted, avoiding the dropped shape. To prevent connectorreroute during that operation the user has to set the reroute style to Reroute onCrossover or Never Reroute using the Layout & Routing toolbar.

3. Dropped onto a free end of a tube shape: By aligning one of the connection points ofthe part and a free end of a tube when the shape is dropped, they will be connectedand the shape will be defined (Define / Undefine) and added to the branch.

When an inline component is connected to a branch, the Arrive and Leave will automaticallybe set to follow the flow of the branch. However, the visual appearance of the shape will notbe changed. There are two ways to make sure that the shape gets the right direction in thebranch:

1. Drop the shape onto an empty area of the drawing, and use the rotation handle toproperly align it with the branch it should be connected to. Then connect it to thebranch end or drag it over a tube to insert it.



2. Drop the shape into the branch (connect or split on drop), and if it gets the incorrectorientation, use the Reverse Direction command.

When connecting a branch/tube to an item (valve, inline fitting, equipment, nozzle etc.),which is a grouped shape, the connection points must be on the group and not on themembers of the group. Otherwise the connection operation will fail and the message ‘Not avalid pipe piece and/or pipe connection’ is shown.

It is not possible to directly connect tube/branch shapes to each other, a Visio 2D shape isrequired in between. For example, to connect one branch to another, a fitting such as a Tee,Olet or Coupling must be inserted, and the branches connected to this.

5.5.4 Using Tube ShapesValves, fittings and instruments are normally connected by tube elements. These can becreated by dragging and dropping in a similar manner as the parts described above. Tubesare represented by Visio connector shapes, while all other inline parts are represented byVisio 2D shapes. Please refer to the MS Visio documentation for more information about thebehaviour of connector shapes and 2D shapes.

The main difference between a branch shape and a tube shape is that while the branch willcreate branch, segment and tube elements in one go, the tube will only create the tubeelement and can thereby be used to extend an existing branch.

5.5.5 Connecting Fittings without a Tube in betweenIt is also possible to connect several inline parts in a sequence without having a tube inbetween. This can for instance be used to attach a reducer directly to a valve, or to create asequence of valves without intermediate tubing. To achieve this, follow these steps:

1. Drag and drop the inline part to the drawing area.2. Select the Visio Connection Point tool (available on the dropdown by the Connector

tool in the Standard toolbar).3. Right-click on the connection point that you will be using to connect the new shape to

the existing one.4. Select Outward from the right-click menu.5. Change back to the Pointer tool (available in the Standard toolbar or press F8).6. Position the mouse pointer close to the connection point that was just modified.

Important: If the mouse pointer is closer to another connection point or to the centre pointof the shape as the shape is dragged, it will not be possible to connect.

7. Drag the shape so that the connection point aligns with the connection point of theexisting shape.

5.6 Using Equipment and SubequipmentEquipment items can be created by dragging and dropping equipment shapes from thestencil to the drawing area. The application includes support for Primary and Secondaryequipment items (refer to Primary / Secondary Shapes), meaning that a single equipmentitem in the database can be represented by two or more shapes on the same or on differentdrawings. For an equipment to be defined on drop, it is required that a default Group is setup in the Default Groups dialogue that can be reached from the Status Bar.



Subequipment items can also be created by dragging and dropping a subequipment shapefrom a stencil onto the drawing. However, for the subequipment shape to be defined in thedatabase, it is required the equipment item to which is should belong is currently selectedwhen the drop takes place.

It is possible to add more connection points after an equipment, or sub-equipment, item isdropped onto the drawing. To achieve this, select the Visio Connection Point tool andCtrl+Click to add points.

Sub-equipment items are not dependent on their parent equipment item being representedon the same diagram. It is allowed to have the main equipment item on one diagram and thesubequipment item on another diagram, even if they are hierarchically linked in thedatabase. Likewise, when and if they appear on the same diagram, there are no layoutrestrictions in terms of them having to be connected or close to each other in any way.

5.7 Using NozzlesNozzle shapes can be added to equipment items by dragging and dropping onto anequipment item. They can be attached to a connection point on the equipment item (‘Glue toconnection point’) or just to the geometry (‘Snap to Geometry’). Nozzle items will then becreated under the equipment item in the DB. In case a nozzle shape is not connected to anequipment item on drop, it can be connected later, but it will not be defined in the databaseuntil it is connected to an equipment item.



Note: When dragging a nozzle to connect to an equipment item, it is important that themouse pointer is close to the connection point on the nozzle that you want to connectto it. Otherwise Visio will not find the correct connection.

The nozzle specification can be set by right-clicking on the nozzle shape and selecting theNozzle Specification command. This will bring up the Nozzle Specification dialogue.

In the Nozzle Specification dialogue, the Specification, Generic Type and Nominal borecan be selected, and this will result in a specification reference. When the OK button isclicked, the specification reference will be updated in the CATREF attribute of the nozzle.

Branches can now be created and connected to the nozzle.

5.8 Using Pipe Destination elementsFor pipes that end without any connection to an equipment item, Pipe Destination elementscan be used. A Pipe Destination shape can be attached to the end of a branch, and cancontain a description of the nature of the branch end. This can for instance be ‘Vent toatmosphere’, ‘Overboard discharge’ etc.

Pipe Destination elements will also remove unnecessary information messages from theconsistency check result, such that the end of a branch is unconnected.

Pipe Destination shapes can be created using the Import Shape Wizard.

5.9 Grouped ShapesIt is possible to group together several shapes into a unit that can be added to a stencil. Toachieve this, start by building up the arrangement in the drawing in the normal way. Thenselect the shapes that should form the group, undefine them (Define / Undefine in ChapterWorking with Diagrams), and drag them to the stencil. They will then be groupedautomatically.



Figure 5:1. Example of a group of shapes

This group can then be dragged and dropped onto a drawing, thereby adding anarrangement of branches and inline fittings in a single operation. In case the arrangementcontains more than one branch, the user will have to select a part in each branch and issuethe Define branch command (Define / Undefine in Chapter Working with Diagrams).

Note: When a group of shapes is added to the drawing in the way described above, it isrecommended to ungroup it (Right click > Shape > Ungroup) before proceeding toconnect or modify. If this is not done, it can result in unexpected behaviour. Forinstance that a tube within the group will not split into two when a new fitting isdropped onto it.

5.10 Online Dimensioning and Specification Search

5.10.1 OverviewThe Diagrams application supports a flexible approach to the handling of dimensioning andspec search. The following levels of automation are supported:

• No dimensioning.• Dimensioning without catalogue or spec search.• Dimensioning with manual catalogue selection.• Dimensioning with automatic spec search.

These methods can also be combined in various ways and allows for an incremental/iterative workflow. It is for instance possible to start a diagram using dimensioning but nocatalogue or spec search. At a later time when a catalogue and specification has beenestablished, the spec search can be enabled and the selection of components be donebased on the previously entered dimensions.

If the automatic spec search is enabled, the manual catalogue search can not be done forin-line parts, please refer to Manual Component Selection in Chapter Working withDiagrams for more information about the Catalogue Search window.

The dimensioning is using the concepts of Fit and Size operations:• Refit means that the current component will obtain a new size from the upstream

component. When this will occur automatically, it is called Autofit.• Resize means that the user will manually select a new size to be applied to the

component. This only applies to branching and size-changing components such astees and reducers.

The dimensioning can work with varying degrees of propagation of dimension changes.Propagation will always occur in a downstream direction (from head to tail).



There are a number of default settings in Diagrams Options under General Options >Pipe Dimensioning that control the way that the dimension and spec search is operating(please refer to Defaults in Chapter Getting Started):

Default setting Value DescriptionRefit - Autofit on connect True The component will automatically obtain

the dimension from the upstream component when connecting.

False The component will not obtain any dimension from the upstream component when connecting.

Refit - Autofit on delete True The component following the one that is being deleted will automatically obtain the dimension from the upstream component.

False The component following the one that is being deleted will not obtain any dimension from the upstream component.

Refit - Propagate autofit True Autofit should be propagated to downstream components.

False Autofit should not be propagated to downstream components.

Refit - Propagate at segment True Autofit propagation will continue over segment limits.

False Autofit propagation will not continue over segment limits.

Refit - Propagate at branch True Autofit propagation will continue over branch limits.

False Autofit propagation will not continue over branch limits.

Resize - Propagate at segment True Resize propagation will continue over segment limits.

False Resize propagation will not continue over segment limits.

Resize - Propagate at branch True Resize propagation will continue over branch limits.

False Resize propagation will not continue over branch limits.

Spec Search - Use Specification True The specification search will be used.False The specification will not be used.

Dimensioning will be stored locally in each inline part using the BOREARRAY attribute.

Spec Search - Autoselect ondefine

True Specification search and component selection will be triggered when a shape is defined.

False No spec search and automatic component selection will be done when a shape is defined.



5.10.2 No DimensioningTo create a piping diagram without any dimensioning, all the settings described in the tableabove should be set to False.

5.10.3 Dimensioning without Catalogue or Spec SearchIf the Spec Search > Use Specification default setting is set to False, the specification willnot be used and all dimensioning will be handled through the BOREARRAY attribute on theparts.

When a new branch is created, the boresize will be picked up from the default bore size thatis set up in the current pipeline.

When inline parts such as valves, reducers etc. are dropped into a branch, the bore will bepicked up from the upstream component.

In case a size-changing or branching component will be dropped, the system will prompt theuser for a ‘Leave bore?’ or ‘Branching bore?’. In all other cases the system will automaticallypick up the bore size from the element it will be connected to.

Figure 5:2. The bore-question dialogue.

The Resize and Refit operations and related propagation settings operates in the same wayfor dimensioning with or without spec search.

5.10.4 Dimensioning with Manual Catalogue SelectionWhen the Spec Search > Use Specification default setting is set to False, it is possible tomanually select components from the catalogue for inline parts using the Catalogue Searchfunction (see Catalogue Search in Chapter Working with Diagrams).

5.10.5 Dimensioning with Automatic Spec SearchTo use the automatic spec search, the Spec Search > Use Specification default settingmust be set to True.

A default pipe specification for a pipeline can be set up in the Create Pipeline dialoguewhen the pipeline is created.



The pipe specification works as a default value that is propagated to subordinate elementssuch as branches and inline parts as these are created within the pipeline. It is possible tosubsequently change the specification reference for an individual fitting through the CustomProperties window or Item List.

If the pipe spec is later changed in the pipeline properties dialogue, it will not affect existinginline parts within the pipeline, it will only be applied to new inline parts as they are added.

When a new branch is created, the boresize will be picked up from the default bore size thatis set up in the current pipeline.

When inline parts such as valves, reducers etc. are dropped into a branch, the bore will bepicked up from the upstream component and a specification search will be performed,provided that the Autoselect on Define default setting is set to True in Diagrams Options.

Figure 5:3. Before valve is dropped

Figure 5:4. After valve is dropped. The specification reference can be seen in the shape text, as this has been set up to show [SPRE.NAME].

In case a size-changing or branching component will be dropped, the system will prompt theuser for a ‘Leave bore?’ or ‘Branching bore?’. In all other cases the system will automaticallypick up the bore size from the element it will be connected to.



The Bore-question dialogue will present a dropdown list of valid boresizes picked up fromthe specification. In case a user will type in a bore size that does not match any of these, theapplication will round it up to the next defined bore size.

The result of the specification search will be that the specification reference (SPREF) willpoint to the matching SPCO element. In case no matching SPCO will be found, the SPREFwill not be set.

The operation of the spec search is highly dependant on how the spec is organized in termsof the hierarchy of questions and answers. In case the spec search will not find the expectedSPCO, please review the structure of the spec and modify if necessary.

The progress of the spec search is also presented in the Message Log window (refer toMessage Log in Chapter Working with Diagrams). Successful spec search operations arelogged as informational messages, while unsuccessful ones are logged as warnings.

All elements affected by an automatic spec search can also be left highlighted, dependingon the value of the Keep highlight after dimensioning default setting.

Note: When the automatic spec search is enabled, it is not possible to manually setcatalogue references for the inline parts using the Catalogue Search function(please refer to Catalogue Search in Chapter Working with Diagrams).



5.10.6 RespecChanging the specification of existing pipework can be done by first selecting all relevantinline parts and then change the PSPEC attribute in the Custom Properties window. Thenew spec will be applied to all the selected inline parts. After this, the spec selection processwill automatically be triggered and changes to Sprefs can be followed up by viewing theMessage Log.

Note: In order to get a good overview of what happens during the respec operation, it isrecommended to only respec a reasonable number of parts in the same operation.This makes it easier to follow up and check any changes.

Note: To select, in the current drawing, all inline parts in a branch or a pipeline, it is possibleto right click on the branch or pipeline in the explorer and use the Select in Drawingcommand.

In the case where a diagram has been created without using any specification, and yousubsequently want to apply a spec, the below procedure can be followed:

1. Go to the Diagrams Options dialogue and change the Use specification defaultsetting under General options > Pipe Dimensioning > Spec search to True.

2. Also make sure that any desired propagation settings such as Refit – PropagateAutofit, Refit – Propagate at Segment and Refit – Propagate at Branch are set toTrue.

3. Close the Diagrams Options dialogue. 4. Click on the first tube/fitting in the branch you want to apply spec search to and select

pipeline properties. 5. In the Pipeline Properties dialogue, go to the Specification tab and select a Pipe

spec.6. Click OK to close the dialogue.7. Select the first tube or fitting in the branch, right click and choose Refit. The

specification search will now be carried out and propagated according to thepropagation settings.

5.10.7 ResizeIn case the user would like to change the leave bore or branching bore on an existingshape, the Resize command can be used. The Resize command is available on the mainObject menu as well as on the shape right-click menu. Whether the result of the Resizeoperation should be propagated or not is controlled by the various propagation defaultsettings.



In case specification search is used, the Bore size dialogue will contain a dropdown listwhere valid boresizes can be selected. In case the user will key in a bore size, this willautomatically be rounded off to the nearest valid bore size.

In case specification search is not used, the dropdown list will not contain any predefinedvalues, and the rounding will not occur.

Note: Resize can only be done at the start of a branch, at branching components such astees and at size-changing components such as reducers. All other components willobtain their size from upstream components in order to keep the dimensionalconsistency of the data model.

There are cases when the resize will not provide any result from the spec search, such aswhen an equal Tee is resized to be un-equal. The Diagrams application then provides afallback in form of a new spec search which will hopefully find a matching SPCO of the un-equal type. In case this happens, it will be visible to the user in the way that the Borequestion dialogue will appear twice.



5.10.8 Refit

In case a bore size inconsistency has occurred, the Refit function can be used. This can forexample happen when a reducer is inserted and the Propagate autofit setting is set toFalse. In the example above, the reducer has an input bore size of 100 and output of 80while the downstream valve has a bore size of 100. Such inconsistencies can be found byusing the Consistency Check function.

By using the refit function available on the shape right click menu, the specificationreference for the valve will be re-selected using the upstream bore size.

After the Refit command has been performed, the valve now has a correct bore size andspecification reference.



Depending on the propagation settings, the action will propagate downstream to a varyingdegree.

5.11 Reverse DirectionBy using the Reverse Direction command, the direction of valves and fittings can bechanged.

Before Reverse Direction is performed, Arrive is 1 and Leave is 2. The Reverse Directioncommand is available on the shape right-click menu.



After Reverse Direction has been performed, the symbol has been reversed and Arriveand Leave have been exchanged.

Note: Reverse Direction only works on valves and fittings, which are Visio 2D shapes. Incase the user wants to reverse the direction of a tube segment, which is a Visioconnector, the standard Visio Reverse Ends command can be used. This commandcan be found in the Shape > Operation menu in the main menu bar. An importantdifference between these commands is that Reverse Ends changes the flowdirection, while Reverse Direction does not.

5.12 Splitting PipelinesOne pipeline can be split into two by using the Pipe Splitter tool. This is available in thePipes sample stencil delivered with the system. Drag the Pipe Splitter and drop it onto theposition where the pipeline should be split.

The parts following the split point will now be re-organised into a new pipeline.

Note: If the Pipe Splitter will not split the line as it is being dropped, try to zoom in and makesure that the hair cross is properly aligned with the line to be split.

If the Show property dialogue on split default setting is True, the application willautomatically show the pipeline properties dialogue for the newly created pipeline. This willgive the user the opportunity to change attributes as for instance the description of the newpipeline.



5.13 Joining PipelinesTo join two pipelines, first select the last part of a branch in the target pipeline, thenCtrl+Click to also select the first part in the source pipeline. Next use the Join Pipelinescommand to join the two pipelines together. All branches and inline parts will now betransferred from the source pipeline to the target pipeline and the now empty sourcepipeline will be deleted.

Note: That the Join Pipeline command requires that the branches are not connected atthe join point.

5.14 Consistency Check for PipeThe Consistency Check function can be used to check the consistency of the pipingarrangements (please refer to Consistency Check in Chapter Working with Diagrams).

5.15 Automatic Management of Logical Pipe ModelAs the user is working with the diagram, creating/deleting and connecting/disconnectingitems, the application will attempt to keep a consistent data model. This includes thefollowing functions:

• Automatic concatenation of branches. When the first or last element of a branch isconnected to the first or last element of another branch in the same pipeline, thebranches will be concatenated. This means that all inline fitting will be reorganized asmembers of the first branch, and the second branch will be deleted.

• When the last inline part within a segment is deleted, the segment will also be deleted.The same goes for branches. Because of this, the user will not have to consider thissituation and there will never be any empty segments or branches left in the database.


AVEVA DiagramsHVAC Diagrams

6 HVAC Diagrams

In this chapter the special functions and procedures for the HVAC discipline are coveredand it is of special interest to users creating HVAC diagrams.

6.1 OverviewThe application supports the creation of HVAC diagrams. This has a lot in common with thecreation of piping diagrams, but with the following major differences:

• The dimensioning considers the shape factor (Rectangular, Round, Oval).• There is no automatic spec search.

To create HVAC diagrams, the HVAC mode should be used. This can be selected in theTools > Mode menu.

Before reading the HVAC diagrams documentation, it is recommended that you read thePipe diagrams section. The documentation for HVAC diagrams primarily covers thedifferences compared to the piping diagrams functionality.

6.2 Creating HVAC LinesHVAC lines can be created by using the HVAC > Create HVAC line command in the mainmenu.



This dialogue is similar to the Create Pipeline dialogue, the most significant difference is inthe Default Dimension tab. In this tab the Shape setting is available as well as Width andHeight for using with the rectangular and oval shapes. For the circular shape, only the Widthis available, which then represents the diameter.

6.3 HVAC Line PropertiesAfter a HVACline has been created, its properties can be viewed and changed by using theHVACline Properties command. This command is available through the right click menu inthe explorer on HVAClines and their members, as well as through the right click menu forinline fittings in the drawing.

6.4 Creating Branches and Adding PartsBefore a branch can be created, the Current HVACline must be selected. The CurrentHVACline can be seen in the Status Bar. To change the current HVACline, you can eitherselect the HVACline or any item below it in the explorer, or you can select a duct or an inlinefitting in the drawing which belongs to the desired HVACline.

Parts are added in the same way as for piping, by dragging and dropping ducts and fittingsto the drawing and connecting it together.



6.5 DimensioningThe HVAC dimensioning considers the shape factor as well as the dimension. The shapefactor is stored in the Conarray attribute, and the dimension in Heightarray and Widtharray.In case a circular shape is used, the diameter is stored in the Heightarray.

When a branch shape is dropped on a drawing, the dimension will be picked up from thedefault dimensioning settings for the HVACline.

As HVAC fittings are added, they will pick up the dimension from the upstream component,provided that the Autoselect on Define default setting is True.



As can be seen in the picture above, the fittings will by default get the same dimension forarrive and leave. Please note that the CON1 & CON2 annotations do not reflect arrive andleave, but rather connection1 and connection2.

The behaviour of the dimensioning during the creation of HVAC diagrams can be controlledthrough a number of default settings that can be found under General options > HVACDimensioning:

Default setting Value DescriptionMiscellaneous - Autoselect on define

True The component will automatically obtain the dimension from the upstream component when defined (dropped onto a free connection).

False The component will not obtain any dimension from the upstream component when defining.

Refit - Autofit on connect True The component will automatically obtain the dimension from the upstream component when being connected.

False The component will not obtain any dimension from the upstream component when being connected.

Refit - Autofit on delete True The component following the one that is being deleted will automatically obtain the dimension from the upstream component.

False The component following the one that is being deleted will not obtain any dimension from the upstream component.

Refit - Propagate autofit True Autofit should be propagated to downstream components.

False Autofit should not be propagated to downstream components.



6.6 ResizeThe Resize command is available on the right click menu of the shape. It will bring up adialogue where the leave size, and if applicable also the branching size can be set. Whetherthe result of the Resize operation should be propagated or not is controlled by the variouspropagation default settings.

Figure 6:1. Resize dialogue

Refit - Propagate at segment

True Autofit propagation will continue over segment limits.

False Autofit propagation will not continue over segment limits.

Refit - Propagate at branch

True Autofit propagation will continue over branch limits.

False Autofit propagation will not continue over branch limits.

Resize - Propagate at segment

True Resize propagation will continue over segment limits.

False Resize propagation will not continue over segment limits.

Resize - Propagate at branch

True Resize propagation will continue over branch limits.

False Resize propagation will not continue over branch limits.



Figure 6:2. After resizing

6.7 RefitIn case a size inconsistency has occurred, the Refit function can be used. This can forinstance happen when a dimension is changed and refit propagation is disabled (HVACDimensioning > Refit options set to False). Such inconsistencies can be found by usingthe Consistency Check function.

The Refit function is available on the shape right click menu and will apply the upstreamsize to the current part.

6.8 Splitting and Joining HVAC LinesHVAC lines can be split and joined in the same way as pipelines.

6.9 Consistency Check for HVACThe Consistency Check function (please refer to Consistency Check in Chapter Workingwith Diagrams) can be used to check the consistency of a HVAC diagram and will providemessages for mismatches between diagrams against the database, dimensionalmismatches and unconnected ends etc.


AVEVA DiagramsCable Diagrams

7 Cable Diagrams

This chapter covers the special functions and procedures for the Cable discipline and is ofspecial interest for users creating single line and core connections diagrams.

7.1 OverviewThe application supports the creation of single line cabling diagrams as well as coreconnection diagrams.

7.2 Single Line Cabling DiagramsThere are two types of cable elements:

• Cables - connector shapes representing a single cable line.• Multi-cables - connector shapes representing a set of cables (please see Working with

Multi-cables for further information).

Both types listed above are created by dragging and dropping corresponding shapes fromthe stencil. Cables and Multi-cables can be connected to equipment items in four differentways:

• Connected to the centre point of the equipment item. This means that the shaperepresenting the equipment item does not have to have any connection points defined.

• Connected to a predefined connection point on the equipment item.• Connected to an electrical connection element on the equipment item.• By applying the Connection to Nested Symbol method (please see Connecting Cable

Elements to Nested Symbol for further information.

For renaming cables there is a special Rename Chain function in the Object > Naming >Rename Elements function (refer to Rename Elements in Chapter Working with Diagrams).

Note: That you might have to refresh the shapes to update annotation etc. on the drawing,after the Rename operation is complete.

Electrical equipment items can be created in the same way as other equipment items. Seethe Using Equipment and Subequipment in Chapter Piping & Instrumentation Diagrams(P&IDs). For cabling diagrams, electrical connection elements can be used. These behavevery much like piping nozzles, see Using Nozzles in Chapter Piping & InstrumentationDiagrams (P&IDs).



7.3 Working with Multi-cablesMulti-cable elements represent several cables with the same specification and are alsoconnected to/from the same database item. In database, cables represented by a multi-cable shape, are placed below the corresponding Multi-cable db element.

On the drawing, multi-cables are represented by single connector lines and can be createdby dragging and dropping Multi-cable shapes from a stencil. Dropping Multi-cable on a pagewill result in creation of a new Multi-cable db element with a configurable number of dbcables placed below it.

The number of cables represented by Multi-cable is controlled via its SCQUAN attribute. Itcan be set in the Shape Data window or directly on the command line. Connecting/disconnecting Multi-cable shapes to/from different db elements (equipments, sub-equipments, electrical connections) will cause changing STAREF/ENDREF of Multi-cableand all cables below it. Changes to Multi-cable attributes, except NAME, will overridechanges to Cable attributes.

Changes made in Multi-cable are propagated to its cable members. It is possible to setvalues of attributes of a particular cable by using the command line (except STAREF,ENDREF, CATREF), but the values will be overridden each time the same attribute willchange on Multi-cable level.

Figure 7:1. Example of using Multi-cable element

7.3.1 Naming Cables Owned by Multi-cableCables owned by Multi-cable are named automatically and the names can not be editeddirectly. The names are consisting of three parts:



• Name of owning Multi-cable• Delimiter - configurable by SCDELIM attribute of Multi-cable• Ordinal character (numeric or alpha)

Ordinal character is controlled by SCALPHA and SCDIGITS attributes in the following way:SCALPHA determines whether ordinal character should be numeric (SCAPHA=false) ofalphabetic (SCALPHA=true).

Example 1:

Result Cable names:

Example 2:

Result Cable names:

Note: The names of cables owned by Multi-cable will be generated automatically onlywhen the name of the Multi-cable itself is set.

Note: Each time SCDELIM, SCALPHA or SCDIGITS (when SCAPHA=false) is changed,the names of cables will be redefined.

Attribute Value

SCMCAB NAME /XYZ

SCDELIM '-'

SCALPHA false

SCDIGITS 2

Element Name

SCCAB1 /XYZ-01

SCCAB2 /XYZ-02

Attribute Value

SCMCAB NAME /XYZ_1

SCDELIM Unset

SCALPHA true

SCDIGITS 2 (ignored when SCALPHA=true)

Element Name

SCCAB1 /XYZ_1A

SCCAB2 /XYZ_1B



7.3.2 Presenting Multi-cables in Item ListAs any schematic elements present on a drawing, the Multi-cables are shown in the ItemList. They are listed on a separate Multi-cables tab. Cable members can be shown on theCables tab depending on the Show Multi-cable Members setting, which can be defined inthe Diagrams Options window.

7.4 Connecting Cable Elements to Nested SymbolOne of the methods of connecting Cable or Multi-cable to equipment is connection using anested symbol. It can be established as follows:

• By connecting the Cable element to a connection point on a symbol being part ofEquipment, Sub-equipment or Electrical Connection group.

• By dragging a symbol that is already connected to a Cable element into Equipment,Sub-equipment or Electrical connection group. To be able to use this option, thebehaviour of the Containing Group should be set to Accept dropped shapes andnested symbol should be set to Add shape to group option.

Disconnecting a cable element from a symbol belonging to an equipment group, or dragginga symbol connected to a cable element out of an equipment group, will result indisconnection in db.

To achieve this functionality the Equipment, Sub-equipment or Electrical connection shouldbe converted to a group before importing a shape to the stencil.

7.5 Core Connections Definition DialogueBy first selecting one or more cables, and then issuing the Cable > Define CoreConnections command, the core connections can be defined. In case other items thancables have been selected, these will be ignored.

Note: To select all cables in a drawing or cables according to a certain criteria, theSelection Toolbar can be used (refer to Find in Drawing Toolbar in Chapter Workingwith Diagrams.

The Define Core Connections dialogue will contain one section for each cable. In themiddle is the cable with its cores and to the left and right are the connected equipmentitems.



7.5.1 Defining the Number of CoresThe number of cores for a cable is fetched from the catalogue. If the Spref is already set, thecorrect number of rows will be shown for each cable, one for each core. In case the cabledoes not have any Spref, the application will not know how many cores the cable has andwill therefore show a question mark in the Core column. It is possible to assign a Spref to acable in the core connections dialogue by right-clicking on the cable name and selecting SetCatalogue Reference.

This will bring up a Catalogue Search dialogue, which works in the same way as thegeneral Catalogue Search function (Catalogue Search in Chapter Working with Diagrams).



When a cable catalogue item has been selected, the Cable Core Connection Definitiondialogue will know how many cores the cable has got and will then show the correspondingnumber of rows.

7.5.2 Selecting EquipmentIn case the cable has already been connected to equipment items in the diagram, theseequipment items will be shown in the Equipment columns to the left and to the right in thedialogue. If it has not been connected, it is possible to select an equipment item in the core

connections dialogue by clicking on the text box and using the button.

This will bring up the standard Browse/Search dialogue (Standard DB Browse Dialogue inChapter Working with Diagrams) where an equipment item can be found and selected.



The text box in the Equipment column also features a fill handle. By clicking and draggingon the grey box in the lower right corner, the selected equipment can be applied to otherrows in the same way that the fill handle works in applications like MS Excel.

It is also possible to change the connected equipment item for a cable that has beenconnected to an equipment shape in the diagram. Changing the equipment item in thisdialogue will only affect the core connections. The cable as such will still retain itsconnection to the equipment item, as defined in the diagram, and will not be affected.Theoretically it is possible to define all cores being connected to a different equipment itemthan the one that the cable is connected to, in the single line diagram.

7.5.3 Selecting Electrical ConnectionBy clicking at the Text box in the Electrical connection column, an electrical connection(elconn) can be selected. The dropdown list will show all existing elconn elements for theselected equipment item. In case the equipment item does not have any or too few elconns,it is possible to add new ones by selecting the Add… command.



This will bring up the Create electrical connection dialogue, where the new electricalconnection can be created and its attributes set. The Catalogue reference is of specialimportance as it will be used to determine how many terminals the elconn has.

The Electrical connection column also features a fill handle like the one described above forthe Equipment column.

7.5.4 Selecting the Terminal for Each CoreBy clicking on the dropdown and using the fill handle in the terminal column, the actual coreconnection can be defined.

7.5.5 Configuring the DialogueIn the Diagrams Options, under the General Options > Dialogues, there are a number ofvalues that can be set up to control the initial layout of the dialogue columns. The numbersare given as a percentage of the total dialogue width. By entering -1 as column width, thecolumn will automatically adjust to the free width.



Here it is also possible to configure tooltips to be shown in the dialogue. This can forinstance be used to show the description of an equipment item when the mouse hovers overthe equipment name. The format of the tooltip definition follows the Attribute PresentationNotation format, please refer to Attribute Presentation Notation in Chapter Appendices forfurther information.

7.6 Generating Core Connection DiagramsAfter the core connections have been established using the Cable Core ConnectionDefinition dialogue, the Generate Core Connections Diagram command can be used tocreate the connection diagram layout. This will be created as a new diagram that can bemanually annotated, saved, printed etc.



The Diagrams application is delivered with a standard core connections diagram layoutwhich can be considered a sample. As there is a wide variety of preferred layouts and manycompanies have their own layout standards, the program source code for the CoreConnections diagram generation is provided on the support site (www.aveva.com/support).It is therefore possible for customers to modify the layout by modifying the program code, orto create totally different layouts by creating new code, perhaps with some inspiration fromthe standard sample.

The program code is contained within the following c# source files:• CableInfo.cs

• CoreInfo.cs

• Commands.cs

• CoreConnectionsDiagram.cs

• CoreConnectionsDiagramAddin.cs

These can be found on the installation DVD in folder Manuals/Docs/Samples.zip.Microsoft Visual Studio is required to modify and rebuild the Add-in.


www.aveva.com/support

AVEVA DiagramsReporting

8 Reporting

The Diagrams application offers different types of reports of schematic data for variouspurposes. These are as follows:

• Visio reports: This is the standard MS Visio report function and can be used to createreports based on diagram document data. Please refer to the MS Visio documentationfor more information. This command is available in the Tools-Reporting > VisioReports menu.

• Reports: This is the standard AVEVA reporting tool which can create reports fromdatabase data and is also available in the other Outfitting applications. In the Tools-Reporting > Reports sub-menu there are commands for running, creating, modifyingand deleting reports. Please refer to the General / Reporting Reference Manual formore information on this reporting tool.

• Quick Reports: This is the standard AVEVA quick reporting tool and is available in theTools > Reporting-Quick Reports menu. Please refer to the Catalogues andSpecifications User Guide / Quick Reports Form for more information.

• Spreadsheet export: This is available on the right click menu in the Item List (pleaserefer to Item List in Chapter Working with Diagrams) and can be used to createequipment lists, fitting lists, cable lists etc. from the current drawing. This is furtherdescribed in Export in Chapter Working with Diagrams.


AVEVA DiagramsReporting

Figure 8:1. The reports menu


AVEVA DiagramsReleasing Information for 3D

9 Releasing Information for 3D

This chapter includes information about managing the relation with 3D data and is of interestto most users when the link to 3D through the P&ID 3D Integrator is used.

9.1 OverviewTo support the workflow between diagram designers and 3D model designers, Diagramsincludes some functions to manage the release of information to 3D. These are as follows:

• Setting the Release Status.• Highlighting and Visualizing Release and Linked-to-3D status.• Warnings and Restrictions for Released and Linked-to-3D items.

Diagrams supports a Release status that can be set or re-set through the application andserves as a flag to the 3D designers that the diagram data is now complete and approvedand can be used as a base for 3D modelling. When related 3D data is created through theP&ID 3D Integrator, a link between 2D schematic items and corresponding 3D items will beestablished in the database. These items are then considered to be linked, and this isrepresented by a linked-to-3D status attribute. If items have been linked they can beconsidered as being picked up and re-used by the 3D designers.

The release status can be set on database items in a flexible way, among these is to set therelease status for all items in a diagram. However, the diagram document as such does nothave a release status and will not be managed in this way.

The release status is represented by the RESTAT attribute in the database. A value of 1means that the item is released, and a value of 0 means that it is not released.

The diagram documents are made available to 3D design users as CSV files. Each time adiagram document is saved, a corresponding CSV file is created in addition to the Visio file.This can then be used for viewing the diagram without the need for having MS Visioinstalled. The SVG file name can be found by querying the NVIEWF pseudo attribute on theSCDIAG element.

9.2 Setting the Release StatusSetting the release status can be done in different contexts and parts of the user interfaceproviding a flexible way of selecting the items to be released. The Set Release status isavailable:

• By right-clicking on items in the Schematic Explorer.• By right-clicking on items in the System Explorer.• By selecting one or more objects in the drawing and using the Object > Set Release

Status menu or using the shape right click menu.



• By right clicking on the drawing background (this will release all items on all pages inthe current drawing).

The release status can be set individually for:• Equipment• Subequipment• Cables

For piping and HVAC, the lowest level that can be released is a segment. Nozzles andElconns will be released together with their parent equipment/subequipment item.

When the Set Release Status command is issued, a dialogue will be shown to the user. Inthis dialogue it is possible to see the current release status of the selected items as well asset or reset the status of the selection or individual items.

When the dialogue is opened, the current release status is shown. If the item is alreadyreleased, you will see a green checkmark in the box in front of the item. For hierarchicallysuperior items, there is also a green checkmark if all subordinate items are released. If onlysome of the subordinate items are released, there will instead be a green box shown.

After the type, name and description of the item, the date and user that released it is alsolisted.

To set the release status, click the boxes. If a box on a high level is checked, all subordinateitems will also be checked, the same applies if you uncheck a box.



As well as setting the release status, it is also possible to reset it here, simply by uncheckingthe boxes. This means that items that were earlier released now no longer are released.This enables the user to make changes to already released items and these changes canbe detected by the P&ID 3D integrator application. Once the changes are complete, therelease status can be set once again.

The dialogue also includes a Comment field which can be used to enter a release commentto be applied to the items.

Depending on how the Set Release Status command was activated, the dialogue will showa different hierarchy:

The picture above shows the Group Context window which will be displayed when aschematic group has been selected in the explorer. The dialogue now shows the completehierarchy below the group node.



The picture above shows the Objects Context window which will be displayed when one ormore objects have been selected in the explorer or in the drawing. The dialogue now onlyshows parts of the hierarchy covering the selected items. If for instance a piping or HVACbranch has been selected, the explorer only shows that branch, even if the pipeline mighthave other branches.



The picture above shows the Diagram Context window which will be displayed when theuser has right clicked an SCDIAG element in the explorer or on the drawing background.The dialogue now shows all items in the current drawing. In case the drawing contains partsof a pipeline (branches or segments) while other parts of the pipeline are represented inother drawings, the explorer only shows the parts of the pipeline that are on the currentdrawing.

9.3 Visualizing Release and Link to 3D StatusBy using the Tools > Visualize Release and Link to 3D Status command, the items in thecurrent drawing page can be highlighted or selected.



9.4 Warnings and RestrictionsIn case the user will try to modify or delete an item that has been released or associated,messages will be shown and restrictions can apply.

9.4.1 Released but not Linked Items

The dialogue above will be shown when an item which is released but not linked is modified.If the user clicks OK, the modification will be applied to the item and the release status willbe reset. If the user wants to release the item to 3D again, he/she will have to use the SetRelease Status function again. If the Cancel button is clicked, any changes will be undone.



If the user tries to delete one or more items that are released but not linked, the dialogueabove will be shown. If the user clicks OK, the item(s) will be deleted, otherwise the usershould click Cancel.

Also if the user opens the Pipeline Properties / HVACline Properties dialogues, a warningwill be issued.

9.4.2 Released and Linked ItemsFor items that are released AND linked, similar dialogues as above will be shown. However,depending on the value of the Allow changes to linked with 3D default setting, changesand deletions will be either allowed or not.


AVEVA DiagramsUtilities

10 Utilities

This chapter describes miscellaneous utilities that can be useful to most users.

10.1 Batch JobBy using the Batch Job function, a selection of diagrams can be checked and printed in oneoperation.

To the left, the contents of the database can be navigated using the Database Tree tab andsearched using the Search tab. This part of the dialogue behaves more or less like thegeneral Browse Dialogue (please refer to the Standard DB Browse Dialogue in ChapterWorking with Diagrams), with the difference that it contains checkboxes for multiple



selection in the tree view. In the search view, multiple diagrams can be selected by usingnormal Shift+Click and Ctrl+Click.

Items can be added to the selection in the right side of the dialogue by using the Add buttonand removed using the Remove button.

The selected diagrams can then be consistency checked and printed by using the buttons atthe bottom of the dialogue.

In case the Refresh before processing checkbox is checked, each diagram will berefreshed before it is checked or printed (please refer to Refresh in Chapter Working withDiagrams for more information).

10.1.1 Batch Consistency CheckThe Consistency Check function will go through each of the selected diagrams and run aconsistency check on them.

The result summary for each diagram is reported in the Errors, Warnings and Informationalcolumns, as well as represented by the icon before the diagram name. The progress foreach diagram can be seen in the progress bar as well as in the status text below it.

By using the Stop button, the Check function can be cancelled.

In case the user wants to further investigate any of the issues found in a diagram, it ispossible to select the diagram and use the Open Diagram button. The diagram will then beopened in the background, and after the dialogue is closed, the Consistency Checkfunction can be used to create a detailed report of the issues with that diagram.

10.1.2 Batch PrintBy clicking the Print button in the batch job dialogue, a Print dialogue will be shown.



In the Print dialogue it is possible to select the following:• Which printer to use• Number of copies• Print colour as black• Printer paper size and aspect• Zoom settings

When the OK button is clicked, all pages of all selected diagrams will be printed on theselected printer.

10.2 Project Maintenance

10.2.1 Clean Old Session FilesThe Diagrams application provides a tool for removing old document session files from aproject. It is available from the menu Tools > Utilities > Project Maintenance and can beused when the Keep session files setting (KEEP_SESSION_FILES) in Diagrams Optionsis set to False. After selecting it from the menu, the dialogue window is opened and providesthe possibility to select the document types to clean:



After clicking OK the following confirmation dialogue is displayed:

After clicking the Yes button all old session files connected with DB elements (of selectedtypes) existing in the current MDB are removed. Files that are not connected with anySCDIAG, SCTEMP or SCSTEN from the current MDB are not considered to avoidaccidental deleting of important files.

Note: Cleaning old session files allows saving disc space in the case that there is no needto keep previous documents versions, but after performing the operation it will not bepossible to restore earlier sessions including the corresponding diagram fileversions.


AVEVA DiagramsSchematic Model Viewer

11 Schematic Model Viewer

11.1 Overview

The Schematic Model Viewer allows users to view the contents of the schematic modeldatabase independently of diagram layouts. It provides a continuous navigable view ofequipment items and the interconnecting piping networks, independently of which systemthey belong to or which P&ID they have been drafted on. In the current release, it onlyshows piping connections. Cable and HVAC will be added later.

The Schematic Model Viewer is implemented as a CAF Add-In, meaning that it can behosted by different applications. The viewer will also require access to a SCHE DB as partof the current MDB.



To start the viewer, the user will have to select an equipment item. This item will be placed atthe centre of the generated view and the system will automatically find all connections in thedatabase and display each connection as a graphical sub tree. Each subtler is traversedthrough all branches until other equipment items or branch ends are encountered.Branching points (such as Tees, Owlets or 3-way valves) are represented by a genericbranching point symbol. The initially generated view will not extend beyond the equipmentitems encountered at the end of the branches, but it is possible for the user to manuallyexpand and continue exploring along the schematic network. Equipment items aredisplayed using different icons, selected by a set of customer definable rules.

The viewer also comes with its own toolbar, which contains the following buttons:• New Schematic Model View• Save as Visio drawing• Print• Centre item• Expand• Collapse• Show inline items• Settings

11.2 Starting the ViewerThe viewer can be started in a few different ways, depending on the possibilities of thehosting application:

When using the New Schematic Model View command in the toolbar, a Select Equipmentdialogue will be shown where the equipment item can be selected.

Start method Available inClick the New Schematic Model View button in the Schematic Model Viewer toolbar.

All hosting applications where the Schematic Model Viewer is available.

Select an equipment item in the explorer, right click and choose the Create Schematic Model View command.

All applications where the schematic explorer is used.

Select an equipment item in the Diagram Drawing, right click and choose the Create Schematic Model View command.

Diagrams application only.



11.3 Navigation

11.3.1 Zooming, Panning etc.The viewer is using a MS Office Visio drawing control component to generate the view,please see the related Microsoft documentation for a full description on how to navigate in aMS Visio view. A few navigating functions especially worth mentioning are the following.

11.3.2 Navigating Along the Pipeline NetworkAfter the initial view has been created, it is possible to navigate around it in different ways.

Command ResultCtrl+Shift+Left mouse button click Zoom inCtrl+Shift+Right mouse button click Zoom outCtrl+Shift+Right mouse button drag Pan

Expand By selecting an item and using the Expand command (available in thetoolbar and in the right click menu), all connections to that item will betraversed and expanded. This will generate a new view.

Collapse Items that have previously been expanded can also be collapsed,restoring the previous state.

Centre Item By selecting a particular equipment item (except the one in the centre)and using the Centre Item command, a new view will be generated withitem in the centre. This will in essence be the same as making a NewSchematic Model View command for that item.



When items are selected in the viewer, the CE will also change accordingly. This means thatif the schematic explorer is visible, the currently selected item in the drawing will also beselected in the explorer. In case this is not desired, it can be turned off by changing theFollow CE setting in the Settings dialogue.

11.4 Re-arranging the LayoutThe automatically generated layout can be re-arranged by the user, simply by dragging theicons around. The Settings dialogue also contains settings that affect the way the layout isinitially generated.

Note: Certain operations such as Expand, Centre Item etc., will re-generate the layout andtherefore manual adjustments done by the user will be lost.

11.5 Viewing Inline ItemsBy selecting the View Inline Items command, the viewer will change into a mode where allinline fittings are shown. These will be placed along the lines between the branching points,like knots on a piece of string. The branching points will also be illustrated by an iconrepresenting the kind of fitting it is, rather than the generic branching point icon used wheninline fittings are not shown.

In case the view will become too cluttered when viewing inline fittings, it can either bemanually re-arranged or the layout settings can be changed.

11.6 Viewing AttributesBy right clicking on an item and selecting the View Attributes command, an attributes panewill be shown. This the standard MS Visio attributes pane which is labelled Customproperties. This pane can be resized, moved and docked in various ways, please refer tothe MS Visio documentation for more information.



11.7 Settings

By selecting the Settings command in the toolbar, the Settings dialogue will be shown. Itcontains the following settings and options:

By clicking the Apply button, the settings can be applied to the view without closing thedialogue.

11.8 IconsThe icons used to represent the equipment items, generic branch points as well as inlinefittings is determined by a set of user configurable rules. These rules are stored in an XMLfile, called ScheModViewConfig.XML which resides in the main installation directory.Below can be seen an example of this file. By changing the file, it is possible to applydifferent rules for the selection of icons. The icon files are by default stored in the

Setting / Option DescriptionFollow CE When this checkbox is checked, selecting items in the view

will also change CE (Current Element) to the current item.Show Inline Items This is the same as the Show Inline Items command on the

toolbar.Show Instruments This only applicable when the Show Inline Items setting is

enabled, and determines whether instruments should be shown or not.

Show available GTypes By clicking on this button, a separate panel is displayed, where it is possible to select the GTypes to be shown in the Show Inline Fittings mode.

Spacing between equipment items

By dragging the sliders, the amount of space allocated between each equipment item in the layout can be changed. This can be done separately for X and Y directions.



%PMLLIB%\icons\SchematicModelViewer\ directory. New icons can be added bycustomers to this locations, and it is also possible to modify or replace the existing ones if sodesired.


AVEVA DiagramsAppendices

A Appendices

A.1 Attribute Presentation NotationThrough the Attribute Presentation format notation, attribute information can be collectedfrom the DB element that corresponds to the shape as well as from hierarchically superiorelements and referenced elements. It can also be combined with literals in an arbitrary way.

The notation uses square brackets for attribute references that should be evaluated beforepresentation. All characters outside the brackets are considered as literals and will bepresented as-is. Referenced attributes can be referred by a dot notation(reference.attribute). References can be in several steps, in that case the reference chainwill be followed to resolve the expression and find the attribute value. An arbitrary number ofliterals and attribute references can be combined to form advanced attribute presentationand annotation strings.

The attribute presentation notation can be applied to the following:• Attribute Presentation Setup (In Diagrams Options and in Import Shape Wizard)• Shape Text attribute• Label annotation fields

Here follows a few examples:

To get a particular element from an attribute of array type, use a (num) notation. Example:Owner.Diaref(1). The enumeration of elements is 1-based. The (0) string will give allelements.

A.2 Pseudo AttributesThe table below describes a few pseudo attributes that can be useful for attributepresentation, annotation etc.

[scplin.bore] Will fetch the default bore attribute from the pipeline elementthat owns the current hierarchically subordinate element, forexample a valve

[owner.owner.owner.bore] Will provide the same result as above for a valve. The ownerof a valve is the SCSEG element, the owner.owner is theSCBRAN element, and the owner.owner.owner is theSCPLIN element.

[name]-[spref.name] Will display the name of the current element, a literal (in thiscase a "-"), and the name of the related catalogue element.

12.0 A:1© 2007 AVEVA Solutions Ltd

AVEVA DiagramsAppendices

A.3 Customisation

A.3.1 OverviewThe Diagrams application provides significant built-in customisation capabilities throughXML menus, default settings, UDETs and UDAs, autonaming, attribute presentation notationetc. For more extensive customisation it is also possible for customers to develop newprogram functions and routines.

Diagrams is based on the AVEVA Design Platform, and thereby includes all of thecustomisation and development possibilities provided by that platform. Examples of this arethe database.Net API (AVEVA.Pdms.Database) as well as other.Net APIs. CAF Add-ins canbe created and PML can be used to the same extent as in the Design (General) module.

In addition to this, the actual Microsoft Visio Drawing Control used by Diagrams is alsoaccessible, giving the user full access to the extensive toolbox that MS Visio provides. Agood example of how this works is the CoreConnectionsDiagramAddin, which is a sampleAddin shipped with the product to create core connection diagrams. The addin is deliveredwith source code for the user to use as template when creating their own addins to supporttheir particular needs.

A.3.2 Using the Visio Drawing ControlThe Visio Drawing Control can be accessed in different ways. By using reflection, it ispossible to invoke GetCurrentVisio method which will return an instance of Visio.Applicationassociated with currently active drawing.

See example in the following file: DrawingControlExample1.htm

Another approach is to use the AVEVA.ApplicationFramework.Presentation.WindowManager and iterate through the windows looking for an active Drawing Control.

See example in the following file: DrawingControlExample2.htm

When the Visio.Application instance is obtained from the Drawing Control it is possible toinvoke any of the Visio API methods available to customize the drawing.

Attribute Element DescriptionHBOR SCBRAN Head bore for the branchTBOR SCBRAN Tail bore for the branchABOR SCVALV, SCFITT, SCINST Arrival boreLBOR SCVALV, SCFITT, SCINST Leave borePPBO(n) SCVALV, SCFITT, SCINST Bore of connection point n, for example,

PPBO1 returns the bore

12.0 A:2© 2007 AVEVA Solutions Ltd