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Steps of Excel file import to SPI

By A.K.SARKAR A. The following activities are to be carried out on the excel file before importing to SPI

1. Remove all special characters like , - ! / ; \ ( [ { > @ # $ % blank space etc from header row. Do not use capital letters. Under score [ _ ] is allowed. 2. Add the followings in the header row: a. instrument_type b. instrument_type_description c. process_function_type Note: a) instrument_type: It is like PT, FT, LT, PI, AT etc b) instrument_type_description:It is like vortex flow meter, pressure transmitter, pressure indicator, globe control valve etc. c) process_function_type: It is like Pressure, Temperature, Level, Flow etc

3. Segregate the records unit wise i.e. from the original excel file create same number of excel files as the number of units of the plant. 4. Check the naming philosophy of the tag no and loop no. Basically number of characters, space and suffices etc. Make all the tag/loop nos. in the same format. 5. Unwanted columns should be removed like Sr.No, old tag no etc. 6. Now go to the individual unit wise excel file and select all the records and click insert icon on menu bar. Go to Name and then Define. Define window pops up, give a name and close it. Remember this name. 7. Like step no.6 carry out the same for all other units excel files. 8. Close all excel files.

B. Log on as Domain administrator and in the particular domain and particular unit naming convention module set the naming convention of component and loop as per the excel table.

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Steps of Excel file import to SPI


By A.K.SARKAR C. Now again log on as user and create all types of instruments and their profile as per the excel file.

D. Now go to Start menu and Intergraph SPI and click on Import Utility. In the open sub window select the unit no where the excel file is to be imported. Now the following steps are to be followed. 1. Link Explorer window pops up. Click on All and then click on service on menu bar and select preliminary function. 2. Preliminary function window pops up and click ok. 3. Select ODBC file window pops up and select Excel files in the list. 4. Enter File name window pops up. Browse to the units excel file and click open. 5. Enter table name window pops up. Here give the new name which you gave earlier in step no A-6 and ok it. 6. Define Fields window pops up. Here on right hand side under select fields the following fields should be matched with the fields on the left hand side fields under source column fields a. Instrument type name b. Instrument type description c. Process function type d. Tag no. Just click on the fields on both sides and match them. Do not type. Then click ok. 7. Define Function type window pops up. There is a drop down window against each type of instrument. From the drop down menu select the type of instrument ( these are the type of instruments you have created in the Instrument table of index module. Check all [X] the boxes against each type of instrument. Then click ok. 8. Now again on Link Explorer window right click on All and select new link 9. Import link source and target definition window pops up. In this window do the following things: a. Select module

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Steps of Excel file import to SPI


By A.K.SARKAR b. In the drop down select Instrument index c. In the database type select ODBC d. In SQL data select Excel files e. In file name: Browse the units excel file and ok it. Then in the enter table name type the new name as given in step A-6. f. Now click on view source on Import link source and target definition and view the data. All the data of the source file will be seen in the window. g. Now press on save link button and give name of the link. Say Import_index and ok it and close this window. h. This new link Import_index will be seen under All of the link explorer window. 10. Select the new link (Import_index) and right click on it and click on open link. 11. Import Link Module Import_index window pops up. This window is vertically divided into two halves, Source and Target. Now we have to do the following things in this window. a. In the target window against tag no we have to type as followed: 001+-+tag_no(5,3)+-+tag_no(9,4) Explanation: i) 001 = 001 is the unit no. Under whatever is written it will come as it is. ii) + = Means continuous string iii) tag_no(5,3) = It is a variable. It means in the tag_no starting from 5th character take 3 character. b. Similarly in the target window against Loop name we have to type the following: 001+-+tag_no(5,1)+-+tag_no(9,4) c. Now we have to match the minimum the following fields between the source and target window fields 1. instrument type description 2. process function type

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Steps of Excel file import to SPI


By A.K.SARKAR 3. instrument type. Match all other fields of source to the fields of target. While matching care should be taken in such a way that the contents in the fields should match the SPIs specific table for those data. Otherwise you may face problem during detail engineering as all the tables are interlinked in the back ground. 12. Now in the module menu bar press step by step and then click on test button 13. Import Progess test window pops up and different table importing dynamic bar will be displaced. Number of records imported and rejected will also be seen in the boxes. After each table import press cancel button till the process completes. This activity is not actually importing the data rather it is showing us how much data is going to be imported and how much will be rejected. Click on report it will show all the records which are rejected and reason for the same. 14. If you are satisfied with the test report the release the step-by-step button and then click on Import button on the module menu bar. Now all the tables will be imported automatically, no need of pressing cancel button. 15. Once the importing is over close the import utility window and log on to SPI and go the particular unit and open its index browser and see the data.

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