Professional Documents
Culture Documents
Release Bulletin
General Notes............................................................................................................................................. 11
Installing SmartPlant Instrumentation on a 64-Bit Operating System ........................................... 11
Upgrading from Version 7 to 2009 ................................................................................................ 11
Retrieving DCS Catalogs ............................................................................................................... 12
Internationalization ................................................................................................................................... 39
General Features
It is possible to define custom fields for electrical equipment. Electrical equipment has been
added as a new item type on the Custom Fields dialog box in the Administration module.
Also, the Associated Electrical Equipment supporting table in the Instrument Index
module now has thirty additional custom fields for electrical equipment.
It is now possible to create instrument tags without spaces, for details see the Rule Manager
section.
It is recommended that any cables in the As-Built, that have been assigned to
cable drums, are un-assigned from their drums before you claim them to the project.
Failure to do so, will result in inconsistencies in the As-Built drum data when merging
the cables back to the As-Built. Cable drums created in the project can be merged to the
As-Built without creating any discrepancies in the As-Built drum data.
Domain Explorer
Uncoupled CS Tags Uncoupled CS tags (CS tags that are not linked to another tag), are
now stored in Uncoupled CS Tags folder added to the Domain Explorer under the Unit
hierarchy.
Cables and Panels folders Cables and Panels now appear in their respective folders
under the Unit they were assigned, in as well as in the main folders under the plant
hierarchy. It is also possible to drag and drop cables and panels from one unit to another.
Enhanced Reports
An assembly is a symbol created by combining a number of component symbols into one.
Until now if a change was made to one of the component symbols, the changes were not
reflected in the assembly without carrying out complex editing of the assembly symbol.
Now, using the Update Assembly command, changes made to component symbols are
reflected in the assembly symbol easily.
As well as displaying OPCs (Off Page Connectors) between drawing sheets, the Enhanced
Report Utility now has the ability to create OPCs between loop drawings. This new OPC
functionality allows you to display a dynamic reference to a related loop drawing and open
it from within another loop drawing. The OPC between drawings functions in regular and
custom modes.
Pairing of OPCs between loop drawings, allows you to select an OPC on one loop
drawing and pair it to another OPC on a different loop drawing. Then when you use the
OPC to open the second loop drawing, after the loop drawing has been generated, the
software automatically zooms-in to display the area around the paired OPC.
Labeling an OPC allows you to add a OPC Label text box to your OPC, you can then
use this label to give the OPC a unique name or descriptive text.
The OPCs between drawing sheets are now automatically created in custom mode as
well as in regular mode.
After upgrading to the Enhanced Report Utility 2009 Service Pack 1, upgraded
custom loops are now generated automatically with OPCs where the custom loop
drawing meets the required parameters.
Swap Objects Command - a new function added to the Enhanced Reports Utility that
allows the user to select two objects and swap their position visually on a report, without
making any changes to the sequencing, connections, and so forth.
Saving Custom Symbols in a Layout A new preference has been added to SmartPlant
Instrumentation that allows for the saving of customized symbols within a layout. This
allows you to generate a customized loop or fieldbus drawing that displays the customized
symbols instead of the default symbols.
Integration
New user-defined fields are available in SmartPlant Instrumentation that allow you to map
electrical equipment for publish and retrieve.
When SmartPlant Instrumentation retrieves data from SmartPlant P&ID, it traverses piping
connectivity from instruments to detect relationships to process lines and process
equipment. This has now been enhanced to include special cases for relief valves.
Soft tags are now created from P&ID Control System Function objects when retrieving from
SmartPlant Instrumentation P&ID.
When publishing instrument tags from the Instrument Index module, in addition to
conventional tags, SmartPlant Instrumentation also supports publishing of tags belonging to
the following tag classes: Foundation Fieldbus, HART, Profibus-DP, Profibus-PA, and Soft
Tags. By default, all tags belonging to any of these tag classes are published. If you wish
to restrict the tag classes that are published, you can apply appropriate filters.
It is now possible, from the Style dialog box, to enable for the current browser view to
become available in the Show Browser dialog box that you open from an explorer window,
and the Find Documents to Publish wizard when working in an integrated environment
Internationalization
Updated translation and localization kits are now available for various languages.
Naming Conventions
A new NamingConventionMap.xml that handles conventional instruments and other
instrument classes such as Soft Tags, Fieldbus and so forth, is included with this Service
Pack 1 installation. Installing Service Pack 1 over SmartPlant instrumentation 2009
overwrites the existing NamingConventionMap.xml with the new one. If you have
customized the NamingConventionMap.xml in SmartPlant Instrumentation 2009 or earlier
and want to save these customizations for use with Service Pack 1, change the
NamingConventionMap.xml file name to NamingConventionMapOLD.xml, which is
under the SmartPlant Instrumentation home folder. After installing Service Pack 1, copy and
paste your customizations to the new NamingConventionMap.xml file in the XML folder.
For more details see, SmartPlant Instrumentation Installation and Upgrade Guide >
Pre-Installation Requirements > Upgrading the NamingConventions.xml File.
Rule Manager
A new rule is provided with the shipped data that enables you to trim all the extra spaces in
tag number names. In Rule Manager, enable the Trim Instrument Tag Names rule in the
Instrument Index folder.
Specifications
You can associate an instrument tag with several specification forms and set an active
specification for that tag number. The specification can be a single-tag or a composite
specification but not a multi-tag specification. Also, if the selected tag has several process
data cases, you can associate different specification forms for each case.
You can now define a printout size for the Multi-Tag List of a multi-item specification.
Wiring
Cable Routing and Cable Drum functionality have been improved to allow for their use at a
project level.
It is now possible to drag and drop cables and panels from one unit to another. For details,
see the Domain Explorer section.
SmartPlant Instrumentation now allows you to export cables to SmartPlant Electrical.This
way SmartPlant Instrumentation cables can be worked on using all the available cable
management features of SmartPlant Electrical.
Administration Features
The software now has an enhanced encryption mechanism.
You can delete multiple engineering projects from the Domain Administrator using the
DBA > Delete Projects command.
Enhanced Reports
Standard macro functions in a loop or hook-up drawing available with a CAD generation
function when the drawing is created with the Enhanced Report Utility. In addition four
new macro functions have been added for use in both CAD and the Enhanced Report
Utility.
Left
Right
Left Trim
Right Trim
New user-defined macros have been added:
System Substr Left truncates and displays the first 4 characters of a string (Start 1
length 4) .
System Substr Right truncates and displays 4 places of a string from the seventh
character of a string (Start 7 length 4).
Hook-Ups
Hook-up items may now include leading zeros and decimal points.
Hook-up items are sorted as numbers and not as strings using the Reference Explorer.
Integration
SmartPlant Instrumentation supports publishing from an Instrument Index browser, only
those items that appear in a filtered view.
KKS
When working with the KKS naming convention, SmartPlant Instrumentation allows for the
customization of the numeric cable sequence so that it can be extended to meet 3 characters
in the cable numbering part of the numbering element of the KKS cable name.
Reports
SmartPlant Instrumentation supports InfoMaker 11 Service Pack 2. InfoMaker 10 and
earlier versions are not supported.
General Notes
Publishing DCS Catalogs still requires that the SmartPlant Schema Component and
SmartPlant Client be installed.
If you are working with the SmartPlant Instrumentation - SmartPlant Electrical
point-to-point interface, you should install the SmartPlant Schema Component and
SmartPlant Client from the SmartPlant Instrumentation installation DVD. If you are
working in a fully integrated environment then, you must install these items from the
SmartPlant Foundation installation DVD.
Common Icons
The following table displays the common SmartPlant Instrumentation icons, comparing the
icons from the current 2009 version to those used in previous versions. The icons are listed
alphabetically.
Close
Open Lowest Plant Hierarchy
Item
As-Built Data (Owner operator
domains only)
Project Data (Owner operator
domains only)
Generate Reports
Browser
Instrument Index
Specifications
Wiring
Process Data
Calculation
Loop Drawings
Hook-Ups
Calibration
Maintenance
DDP
Document Binder
General Icons
Name Old Icon New Icon
Archive
Close
Compare
Copy
Cut
Delete
Exit
Filter
Find
First Page
First Report
Help
Last Page
Last Report
Next Page
Next Report
Open
Paste
Previous Page
Previous Report
Print
Print All
Properties
Refresh
Report
Revisions
Save
Save
Save As
Search (Explorer Windows)
Sort
Undo
New Custom View (Explorer
Windows)
View (Explorer Windows)
Zoom
Administration Module
The following table displays the SmartPlant Instrumentation Administration module icons,
comparing the icons from the current 2009 version to those used in previous versions. The
icons are listed in the order that they appear on the toolbars.
Open
Close
Domain
User
Department
Save
Close
Upgrade
Edit
Delete
Close
Domain
Project Activities
Owner
Naming Conventions
Explorer
Custom Fields
Save
Close
Logo
Notes
Access Rights
Browser Module
The following table displays the SmartPlant Instrumentation Browser module icons, comparing
the icons from the current 2009 version to those used in previous versions. The icons are listed
in the order that they appear on the toolbars.
Open View
Add View
Delete
Copy
Paste
Undo
Find
Browser Manager
Count
Print
Copy
Paste
Refresh
Find
New Tag
Tag Number
Properties
Duplicate Tag
New Loop
Loop Properties
Duplicate Loop
Rename Loop
Browse
Associate
Tag Number
Properties
Browser Manager
Count
Print
Documents
Refresh
Find
Supporting Table
Delete Tag
Copy
Paste
Remarks
Specifications Module
The following table displays the SmartPlant Instrumentation Specification module icons,
comparing the icons from the current 2009 version to those used in previous versions. The
icons are listed in the order that they appear on the toolbars.
Open Specification
Page Editor
Section Editor
Form Editor
Format Editor
Spec Data Dictionary
Open Specification
Save
Print
Revisions
Manufacturer
Model
Expand Notes
Refresh
Add Tag
Multiple
Single
Find Tag
Open Page
Open File
Save
Save as Page
Save as File
Regenerate Page
Edit Fields and
Headers
New Composite Page
Add Sections
Form List
Delete Page
Column List
View Names
Delete
Position
Duplicate
Computed Fields
Text
Picture
Line
Show Invisible Fields
Open Section
Open File
Save
Save as Section
Save as File
Regenerate Section
Edit Fields and
Headers
Page List
Delete Sections
Open Form
New Form
Save
Save as Form
New Page
Remove Page
Sort pages
Page List
Delete Form N/A
Open Format
Save
Generate Format
Multi-Item List N/A
Printout Size
Open Form
Save
Generate Format
Properties
Multi-Item List N/A
Printout Size
Open Form
Save
Print
Change Form Data
Template Name
Expand Notes
Refresh
Open Specification
Save
Print
Revisions
Manufacturer
Model
Add Tags
Remove Tags
Refresh
Wiring Module
The following tables display the SmartPlant Instrumentation Wiring module icons, comparing
the icons from the current 2009 version to those used in previous versions. The icons are listed
in the order that they appear on the toolbars.
Device Panels
Connection Type
I/O Assignment
Intrinsically Safe
Circuit
Auto Wiring N/A
Fieldbus Segment
Manager
New Tag
Create
Associate
Dissociate
Filter
Find
Refresh
Report
Add
Properties
Delete
Couple
Decouple
Assign to a Channel
Unassign from a
Channel
Range
Signal Path
Refresh
Report
Filter
Find
Channels
Properties
Assign to a Channel
Unassign from a
Channel
Refresh
Report
Find
Channels
I/O Data
New Task
Edit Task
Delete Task
Execute Task
Junction Box
Assignment
Junction Box
Advanced
Junction Box Batch
Browser Manager
Count
Print
Refresh
Find
Auto-Wiring
Manual
Cross
Point-to-Point Wiring
Diagram
Remove
Target
Signal-(Assign)
Terminal Connection
Refresh
Panel-Strip Report
Remove
Connection Type
Adjacent
Refresh
I/O Assignment
Signal Path
Search for Terminal
Jumpers
Panel-Strip Report
Local Signal
(Remove)
Local Signal (Assign)
Reassign
Current Terminal
Strip
Refresh
Connect
Remove
Fieldbus
The following table displays the SmartPlant Instrumentation Explorer Fieldbus module icons,
comparing the icons from the current 2009 version to those used in previous versions. The
icons are listed in the order that they appear on the toolbar.
Panels
DP Tags
Delete
New FB Tag
Find
Refresh
Segment Views
Segment-Wide
Parameter Profiles
Validation
Profibus DP Segment
Profibus PA Segment
Foundation Fieldbus
Segment
Fieldbus Instrument
Function Block
Function Block
Enabled
Virtual Tag
Instrument or
Line
Edit Revision
Instrument or
Line
Save
Report
Highlight Process
Data
Add Case
Delete Case
Instrument or
Line
Save
Report
Add Case
Delete Case
Calculation Module
The following table displays the SmartPlant Instrumentation Calculation module icons,
comparing the icons from the current 2009 version to those used in previous versions. The
icons are listed in the order that they appear on the toolbars.
Flowmeter
Thermowell
Control Valve
Relief Valve
Flowmeter Batch
Temperature Batch
CV Batch
RV Batch
Report
Highlight Process
Data
Add Case
Delete Case
Find Tag
Remove or
Calculate
Flowmeter Batch
Temperature Batch
CV Batch
RV Batch
Calculation Data
Calculation Errors
PD Report
Calculation Report
Assign
Macro Definitions
Hook-Ups Module
The following table displays the SmartPlant Instrumentation Hook-Ups module icons,
comparing the icons from the current 2009 version to those used in previous versions. The
icons are listed in the order that they appear on the toolbar.
Macro Definitions
Calibration Module
The following table displays the SmartPlant Instrumentation Hook-Up module icons, comparing
the icons from the current 2009 version to those used in previous versions. The icons are listed
in the order that they appear on the toolbars.
Calibration Profile
Tag Settings
Data Entry
History
Fluke
Select Calibration
Profile
Save
Add Data Entry
Refresh
Show Alarm/Trip
Summary
Tag List
Select Calibration
Profile
Save
Refresh
Show Alarm/Trip
Summary
Tag List
Copy Process Data
Previous
Next
Print
Save
Refresh
Delete
Show Alarm/Trips
Summary
Show History
Sessions
Tag List
Copy Process Data
Previous
Next
Save as Page
Maintenance Module
The following table displays the SmartPlant Instrumentation Maintenance module icons,
comparing the icons from the current 2009 version to those used in previous versions. The icons
are listed in the order that they appear on the toolbars.
Open (selected
activity)
Delete
Preventive /
Maintenance
Activities
Preventive
Maintenance Tasks
Attachments
Extend Schedule
Refresh
Default
Working
Vendor
Groups
Process Connection
Class
Process Connection
End Preparation
Forms
Filter
Sort
Print Dimensional
Data Sheets
(Working and Vendor
data only)
Manager
Count
Print
Copy
Paste
Refresh
Find
Open Document
Explorer
Open Selected Item
Move Up a Level
Delete
Find
Print
Revisions
Refresh
Properties
PSR Viewer
PBL Viewer
Print
Preview
Retrieve
Save As
Page Up
Page Down
List
Save
Insert
File
Delete
Path
Select
Internal Setup
The following table displays the SmartPlant Instrumentation Internal Setup Utility icons,
comparing the icons from the current 2009 version to those used in previous versions. The
icons are listed in the order that they appear on the toolbar.
Execute
Open
Save
Print
Internationalization
Supporting internationalization in a homogeneous environment is one of the enhancements
available in SmartPlant Enterprise. A homogeneous environment uses elements from only a
single locale. For example, a German customer running on a German operating system using
only German characters and German cultural conventions is a fully supported homogeneous
environment configuration.
Homogeneous Environments
When starting a new project, use extra care during installation and configuration to ensure the
proper creation and maintenance of homogeneous environments:
All the computers (servers and clients) within an integrated SmartPlant Enterprise
implementation must have the same regional settings, and no one should change the regional
settings after the project has started.
Do not cross the decimal locale boundary. This is the most common cause of numeric data
corruption and calculation errors. Having users with different regional settings (like with a
period versus a comma for the decimal point) causes the software to interpret values
unpredictably. For example, a pipe run with a pressure of 35.3 psi can be read by the
software as 353 psi to the user with different regional settings. A cable length defined as 39
ft 11,21 inches has been interpreted as 121718910971323 meters when published to an
XML file. These incorrect interpretations may be used in internal software calculations and
can be impossible to backtrack or correct. Do not change the decimal point character to try
to solve an issue. Doing so will only corrupt values in the database or in text files.
Do not cross the character-set locale boundary. For example, the character set boundary
between Western (Latin-based) and Eastern Europe (Cyrillic-based), or between Eastern
Europe and Japan.
Create Microsoft SQL Server databases with locale-specific collation settings and ensure
that all databases have the same setting.
Heterogeneous Environments
In contrast, a heterogeneous environment using elements from different, or even multiple
locales, is not supported. Many customers are currently operating in unsupported
heterogeneous environments and are often not aware of that fact. Examples of heterogeneous
environments:
Entering or viewing Japanese data on an US/English operating system
Using German Regional Settings (where the decimal point is a comma) on a US/English
operating system
Using databases with different character encodings such as CL8MSWIN1251 or JA16SJIS
Using multiple languages in a project, especially when crossing language-group boundaries
Using an English server with different local language clients