Schematics Update Release 12.0.SP6. User Bulletin

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1 Schematics Update Release 12.0.SP6 User Bulletin

2 Disclaimer Information of a technical nature, and particulars of the product and its use, is given by AVEVA Solutions Ltd. without warranty. However, it is acknowledged that there may be errors or omissions in this publication. Neither the author nor AVEVA Solutions Ltd. shall be liable to any person or entity 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. Copyright All rights reserved. The information contained in this document is commercially sensitive, and shall not be copied, reproduced, stored in a retrieval system, or transmitted without the prior written permission of AVEVA Solutions Ltd. Where such permission is granted, it expressly requires that this Disclaimer and Copyright notice is prominently displayed at the beginning of every copy that is made. Neither whole nor part of the product described in this publication may be adapted, reproduced, reverse engineered, or copied in any material or electronic form without the prior written permission of AVEVA Solutions Ltd. Neither whole nor part of the product described in this publication may be incorporated into any thirdparty software, product, machine, or system without the prior written permission of AVEVA Solutions Ltd. The AVEVA products described in this guide are to be installed and operated strictly in accordance with the terms and conditions of the respective license agreements, and in accordance with the relevant User Documentation. Unauthorised or unlicensed use of the product is strictly prohibited. First published AVEVA Solutions Ltd and its subsidiaries. AVEVA Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom. Trademarks AVEVA is the registered trademark of AVEVA Solutions Ltd. Unauthorised use of the AVEVA trademark is strictly forbidden. Microsoft, Windows, and Windows XP are trademarks or registered trademarks of the Microsoft Corporation, registered in the USA and elsewhere. Intel is a trademark or registered trademark of the Intel Corporation, registered in the USA and elsewhere. Any other product name or logo is the copyright, trademark, or registered trademark of its respective owner.

3 Contents Schematics Update Release 1 Release 12.0.SP6 1 User Bulletin 1 1. Introduction About this Software Release About this Manual Software Distribution & Installation AVEVA Schematic Model Products Portfolio Operating Environment PC hardware configuration Upgrading from the 12.0.SP6 Release 5 2. AVEVA Diagrams Flow Direction Enhancements Area Shapes Auto Formatting Rules Release Diagram Sheets to 3D and Performance of the SaveWork Command Update of Multiple Diagrams Save As with Copy of DB Data Session defaults DWG File Export Enhancements New Excel Import / Export Function Export Consistency Check Result to File Schematic 3D Integrator Line List Comparison Comparison Colour Key Print Compare Report and Export Compare Report to Excel New Diagram Viewer Schematic Model Manager New Excel Import / Export function New Diagram Viewer AVEVA Instrumentation Data Update Add-in Filtering Function Cable Data Interface 24 18/11/2010 3

4 1. Introduction 1.1 About this Software Release The 12.0.SP6 Schematics Update Release is supplied on a DVD-R, which self-installs using standard Microsoft installation procedures. The full software suite is usually loaded onto individual PCs running Windows, with the license server and file loaded onto a networked Windows server. The 12.0.SP6 Schematics Update Release is deployed as fix release no 8 on top of either AVEVA PDMS 12.0.SP6.or AVEVA Hull & Outfitting 12.0.SP6. So it is a pre-requisite to first install 12.0.SP6 before applying the 12.0.SP6 Schematics Update Release. Any error corrections and minor improvements delivered as part of previous hotfixes have been rolled up and are included into the 12.0.SP6 Schematics Update Release. In addition to this the 12.0.SP6 Schematics Update Release also includes a number of new features for the Schematics applications, which are AVEVA Diagrams, AVEVA Schematic Model Manager and AVEVA Schematic 3D Integrator. Please note that 12.0.SP6 onwards requires Flexman 5 and an appropriate license it will not work with Flexman 3 or 4. For further details of Flexman License Server releases, please see About this Manual This manual gives an overview of changes in the Schematic Model Applications since the 12.0.SP6 Service Pack. It is primarily aimed at users upgrading from that release. Users that upgrade from previous releases will have to also refer the User Bulletins for 12.0.SP6 to obtain a complete understanding of the full functional scope of this release. 1.3 Software Distribution & Installation Please note that the installation process has been changed for 12.0.SP4 onwards. The installers now use standard Microsoft Installer (MSI) technology, which facilitates silent installations through standard MSI means. They are usually triggered by use of a setup.exe file. 18/11/2010 4

5 1.4 AVEVA Schematic Model Products Portfolio The AVEVA Schematic Model Product portfolio consists of the following products all based on the AVEVA Design Platform and Dabacon database technologies. These are add-on applications to 12.0.SP6 as follows. AVEVA Diagrams AVEVA Schematic Model Manager AVEVA Schematic 3D Integrator Used for creating P&IDs, HVAC and Cable diagrams. It saves both the diagram and the engineering objects in the Schematic Model database. Provides unrivalled features for the consolidation of all P&ID data for a project, independently of the P&ID authoring tool. Provides an integrated Schematic / 3D environment that allows customers to build their 3D model in a controlled manner, directly from the information on a P&ID, and enables consistency checks between the Schematic model and the 3D model. 1.5 Operating Environment PC hardware configuration Please refer to the Minimum Systems Requirements Manual. 1.6 Upgrading from the 12.0.SP6 Release The 12.0.SP6 Schematics Update Release is fully compatible with 12.0.SP6 data with the following exception: 18/11/2010 5

6 Note!: The following settings files for AVEVA Diagrams will need to be manually upgraded: DiagramsAttributePresentation.xml DiagramsDefaultSettings.xml The files that are included in the 12.0.SP6 delivery may contain additional settings that have been added in this release. If these files will be manually overwritten with the previous files holding application settings done by users, the new settings will no longer be visible in e.g. the Diagrams Options dialogue. Recommended procedure: 1. Back up the current versions of these files 2. Install the 12.0.SP6 Schematics Update Release 3. Merge the files by either copying and inserting new settings from the new files into the old ones or by copying and applying user settings from the old files into the new ones. It is recommended to use an XML merging tool for this task. One example of an XML merge tool is XMLDiffMerge from IBM. 18/11/2010 6

7 2. AVEVA Diagrams Here follows a list of new enhancements included in the 12.0.SP6 Schematics Update Release release. For more information refer to User Guide AVEVA Diagrams. 2.1 Flow Direction Enhancements The available functionality has been enhanced with respect to Flow Direction as follows. - Direction dependent components: With the 12.0.SP6 Update Release, it will now be possible to add flow direction dependent components, for example to represent check valves etc. The application will verify that these are inserted in the proper direction and also automatically turn them around in cases where the flow direction is changed. - Reverse Branch command: There is also a new Reverse Branch command, that will reverse the flow direction of a selected branch - Flow arrow symbol: A new flow arrow symbol type has been added. By using this, it is now possible to place intelligent flow direction arrows at any point along a pipe See also User Guide AVEVA Diagrams / Piping & Instrumentation Diagrams (P&IDs) / Flow Direction. 18/11/2010 7

8 2.2 Area Shapes The new Area Shape function allows the assignment of attribute values to schematic items based on their location in the diagram drawing. An area shape can for instance represent a room, a package, a spec or any other entity. By dropping a schematic item inside the border of the area, the attribute value associated with the area shape will be applied to the schematic item. For example, the Location attribute of an equipment item can receive a value of 202 when the item is dropped or moved into the area representing room 202. See also User Guide AVEVA Diagrams / Working with Diagrams / Area Shape. 18/11/2010 8

9 2.3 Auto Formatting Rules By using Auto Formatting Rules, it is possible to automatically assign various kinds of formatting to shapes, based on rule-driven criteria. This feature can for instance be used for applying client standard formatting, such as special line styles for insulated pipes, or different colours for different mediums. Assignment of attribute values to the items can then trigger the automatic formatting according to user specified rules. See also User Guide AVEVA Diagrams / Working with Diagrams / Main GUI Components / Auto Formatting Rules. 18/11/2010 9

10 2.4 Release Diagram Sheets to 3D and Performance of the SaveWork Command A new function for releasing diagrams to 3D is now available. This function will allow users to selectively create SVG viewer files and set release status for a diagram or sheet at a time. Together with this function there is also a new option for Savework behaviour, whereby it is possible to specify that SVG files should not be created on SaveWork and only by the Release Diagram to 3D function. If this feature is enabled, then the performance of Savework can be significantly improved, as the creation of SVG files may take some time to execute. See also User Guide AVEVA Diagrams / Working with Diagrams / File Handling / Save Work and SVG Creation. 18/11/

11 2.5 Update of Multiple Diagrams In cases where drawing standards may change during the cause of a project, there is now a new possibility to apply changes to annotation formats and symbol appearance for a selection of diagrams in one go. This has been added as a new Update diagrams button in the Batch Job function. This also includes an option to refresh the drawings, in case updates have been done to database data and these changes should be reflected in the diagram drawings. See also User Guide AVEVA Diagrams / Utilities / Batch Job / Batch Update. 18/11/

12 2.6 Save As with Copy of DB Data In previous releases, the user would manually have to redefine the items on a diagram created by the SaveAs function. A new possibility has now been introduced to get a copy of all related database items when a diagram is created by the SaveAs function. An options dialogue provides a possibility to affect how some special cases will be handled. See also User Guide AVEVA Diagrams / Working with Diagrams / File Handling / Save As with Copy of Data. 18/11/

13 2.7 Session defaults A new Default Attributes feature has been introduced for assigning default values to items created during the program session. Values will be set for any items where the chosen attribute is applicable. Also, the previously available Default Groups and Default System functions have been combined together with Session Defaults into a common dialogue. This dialogue is available from the Session Defaults panel in the status bar at the bottom right hand corner of the application window. See also User Guide AVEVA Diagrams / Getting Started / Making Settings for the Program Session / Set Up Default Groups, Default System and Default Attributes. 18/11/

14 2.8 DWG File Export Enhancements The DWG export function has been enhanced with a possibility to manage layers. Any layers created in the Visio drawing will be preserved into the created DWG file. It is also possible to configure the usage of ByLayer for colours, line widths and line patterns. See also User Guide AVEVA Diagrams / Utilities / DWG Export. 18/11/

15 2.9 New Excel Import / Export Function A new Excel Import / Export function is available in Diagrams as well as Schematic Model Manager. This function can be used for importing data from Excel files into a Schematic Model database. It includes a possibility to configure element types and attribute mappings. Such configurations can be named and saved for re-use at a later time. During import there is also highlighting of changes with Accept / Reject options for each record or attribute. See also User Guide AVEVA Diagrams / Working with Diagrams / Importing and Exporting Data to the DB. 18/11/

16 2.10 Export Consistency Check Result to File A new feature has been added to allow the export of a consistency check result. After having done a consistency check for a diagram, the user can right click and choose Export to. In the Save As dialog it is possible to choose text file format or Excel file format. See also User Guide AVEVA Diagrams / Working with Diagrams / Main Gui Components / Message Log and Working with Diagrams / Main Gui Components / Consistency Check. 18/11/

17 3. Schematic 3D Integrator Here follows a list of new enhancements included in the 12.0.SP6 Schematics Update Release release. For more information about these features, please refer to the Schematic 3D Integrator User Guide. 3.1 Line List Comparison In addition to the existing capabilities for Schematic P&ID 3D comparison, there is now also a new possibility for line list comparison. In case the schematic model is loaded with line list data rather than the full P&ID-based connectivity model, then this data can now be compared against 3D model data. This includes comparison of From/To line list attributes against 3D connectivity, as well as comparison of other attribute values between lines and 3D pipes. See also User Guide Schematic 3D Integrator / Integrator Controls / How to use the Bar Menu / Line List Options. 18/11/

18 3.2 Comparison Colour Key A colour key window for comparison colours is now available. This window shows an explanation for the colours used for presenting differences in the 3D and Schematics views. See also User Guide Schematic 3D Integrator / Integrator Controls / How to use the Bar Menu / Display. 18/11/

19 3.3 Print Compare Report and Export Compare Report to Excel The integrator compare report can now be printed and exported to Excel. These functions operates on the list view found in the Details tab of the comparison report and allow the main results of comparison to be printed or exported to a single Excel worksheet. This worksheet will show a sideby-side match of objects and includes comparison status and comparison comment. See also User Guide Schematic 3D Integrator / How Integrator Compares Schematic and 3D Data / Example Compare Report. 18/11/

20 3.4 New Diagram Viewer The SVG format diagram viewer included in Schematic 3D Integrator and Schematic Model Manager has been replaced by a new viewer developed by AVEVA. This means that it is no longer required to separately download and install the Adobe SVG viewer. In addition to not being dependent on the Adobe viewer, the new viewer also provides an improved overlay of compare colours and line graphics as well as a generally clearer view of diagram graphics. AVEVA SVG viewer Adobe SVG viewer See also User Guide Schematic 3D Integrator / Integrator Controls / How to Use the Diagram Viewer. 18/11/

21 4. Schematic Model Manager Here follows a list of new enhancements included in the 12.0.SP6 Schematics Update Release release. For more information about these features, please refer to the Schematic Model Manager User Guide. 4.1 New Excel Import / Export function A new Excel Import / Export function is available in Schematic Model Manager as well as Diagrams. This function can be used for importing data from Excel files into a Schematic Model database. It includes a possibility to configure element types and attribute mappings. Such configurations can be named and saved for re-use at a later time. During import there is also highlighting of changes with Accept / Reject options for each record or attribute. See also User Guide Design Common Functionality / Excel Import and Export. 18/11/

22 4.2 New Diagram Viewer The SVG format diagram viewer included in Schematic Model Manager and Schematic 3D Integrator has been replaced by a new viewer developed by AVEVA. This means that it is no longer required to separately download and install the Adobe SVG viewer. In addition to not being dependent on the Adobe viewer, the new viewer also provides a generally clearer view of diagram graphics. AVEVA SVG viewer Adobe SVG viewer See also User Guide Schematic Model Manager / Previewing Diagrams before Export /Schematic Model Manager Diagram Viewer. 18/11/

23 5. AVEVA Instrumentation Data Update Add-in Here follows a list of new enhancements included in the 12.0.SP6 Schematics Update Release. For more information about these features, please refer to the AVEVA Instrumentation Data Update Add-in User Guide. 5.1 Filtering Function A filtering function has been added to the AVEVA Instrumentation Data Update Add-in. This provides a way to pre-filter the data coming from AVEVA Instrumentation before displaying it in the grid, and allows users to compare a subset of the entire AVEVA Instrumentation project against Schematic Model data. See also User Guide Instrumentation Data Update / Compare and Update Data / Filter. 18/11/

24 5.2 Cable Data Interface The Instrumentation Data Update Add-in can now also be used for transferring cable and equipment data from AVEVA Instrumentation to the PDMS catalogue and to 3D cable design. In addition to Diagrams and Schematic Model Manager, this Add-in can now also be hosted in Paragon, in Design and in Outfitting Design, and is capable of accessing Cable and Equipment data stored in AVEVA Instrumentation. Please note that this functionality requires AVEVA Instrumentation 12.0.SP5 to be installed. See also User Guide Instrumentation Data Update / Compare and Update Data / Update the Target Database / Update the Design Database. 18/11/

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26 AVEVA Solutions Ltd., High Cross, Madingley Rd, Cambridge CB3 0HB, UK 18/11/

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