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Schematic 3D Integrator

User Guide
AVEVA Solutions Limited

Disclaimer
1.1 AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free from
viruses.

1.2 AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar losses; loss of
anticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of data or information; any
special, indirect, consequential or pure economic loss, costs, damages, charges or expenses which may be
suffered by the user, including any loss suffered by the user resulting from the inaccuracy or invalidity of any data
created by the AVEVA software, irrespective of whether such losses are suffered directly or indirectly, or arise in
contract, tort (including negligence) or otherwise.

1.3 AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with the
performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year in which the user's
claim is brought.

1.4 Clauses 1.1 to 1.3 shall apply to the fullest extent permissible at law.

1.5 In the event of any conflict between the above clauses and the analogous clauses in the software licence under
which the AVEVA software was purchased, the clauses in the software licence shall take precedence.

Copyright
Copyright and all other intellectual property rights in this manual and the associated software, and every part of it
(including source code, object code, any data contained in it, the manual and any other documentation supplied
with it) belongs to, or is validly licensed by, AVEVA Solutions Limited or its subsidiaries.

All rights are reserved to AVEVA Solutions Limited and its subsidiaries. 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 Limited. Where such permission is granted, it expressly requires
that this copyright notice, and the above disclaimer, is prominently displayed at the beginning of every copy that is
made.

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

The AVEVA software described in this guide is to be installed and operated strictly in accordance with the terms
and conditions of the respective software licences, and in accordance with the relevant User Documentation.
Unauthorised or unlicensed use of the software is strictly prohibited.

Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved. AVEVA shall not
be liable for any breach or infringement of a third party's intellectual property rights where such breach results from
a user's modification of the AVEVA software or associated documentation.

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

Trademark
AVEVA and Tribon are registered trademarks of AVEVA Solutions Limited or its subsidiaries. Unauthorised use of
the AVEVA or Tribon trademarks is strictly forbidden.

AVEVA product/software names are trademarks or registered trademarks of AVEVA Solutions Limited or its
subsidiaries, registered in the UK, Europe and other countries (worldwide).

The copyright, trademark rights, or other intellectual property rights in any other product or software, its name or
logo belongs to its respective owner.
Schematic 3D Integrator User Guide

Revision Sheet

Date Version Comments / Remarks


September 2011 12.1.1 Changes to Example Compare Macro, Expression Syntax
amended with New Configuration screens and Managed Links
added.
January 2012 Copyright added to all pages.
Schematic 3D Integrator User Guide
Schematic 3D Integrator User Guide

Schematic 3D Integrator User Guide

Contents Page

Schematic 3D Integrator
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Who Should Use this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
How the Guide is Organised . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
What the Integrator Can Do. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:2
Compare 3D Design against Schematic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:2
Build 3D Model Data from Schematic Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:2
Link 3D and Schematic Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:3
Product Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:3

References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1
Start the Integrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1
Select Main Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1
Open and Close a Diagram View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:2
Zoom and Pan in a Diagram View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:4
Compare a 2D and 3D Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:5
Build a 3D Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:6
Link and Unlink Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:7
Integrator Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:7

Integrator Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1

Copyright 1974 to current year. i 12 Series


AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Schematic 3D Integrator User Guide

Main Table Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1


Subtype Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1
Main Object Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:2
Scope for Schematic Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:2
Column Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:3
Settings, Interaction Mode and Reset Cell Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:4
Refresh .............................................................. 4:5
Export to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6
Print Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6
Save Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6
Save Layout As . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6
Display a Main Table Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6
Subtype Table Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:7
Subtype Tables for each Main Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:7
Hide .............................................................. 4:8
Column Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:8
Settings .............................................................. 4:8
Export to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:9
Print Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:9
Save Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:9
Save Layout As . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:9
Display a Subtype Table Layout. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:9
Main Table Context Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:9
Linkage Between Main Table and Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:9
Compare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:10
Build in 3D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:10
Link Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:10
Unlink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:10
View an Object on a Diagram. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:11
Find a Linked Object in its Own Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:11
Set an Object to be the Current Element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:11
View an Object in 3D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:11
Connection Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:11
Pick Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:13
Subtype Table Context Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:14
Build, Link and Compare in Subtype Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:14
Design Explorer Context Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:14
View on Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:14
Find in 2D Table from the Design Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:15

Copyright 1974 to current year. ii 12 Series


AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Schematic 3D Integrator User Guide

Find in 3D Table from the Design Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:15


Navigate to Linked Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:15
Schematic Explorer Context Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:15
View on Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:16
Navigate to Linked Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:16
How to Use the Diagram Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:16
Linkage Between Diagram and Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:16
Open and Close a Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:16
Select Objects in the Diagram Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:16
Pan and Zoom in the Diagram Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:17
Diagram Viewer Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:17
Viewer Context Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:18
Viewer Background Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:18
Viewer Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:19
How to Use the Bar Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:19
Show or Hide the Integrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:19
Display ............................................................. 4:20
Main Object Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:21
View Diagram and Close All Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:21
Main Table Context Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:21
Compare the Contents of a Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:21
Open Comparison Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:21
Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:22
View ............................................................. 4:22
Reset Diagram Colours and Reset All Diagram Colours . . . . . . . . . . . . . . . . . . . . . . . . . . 4:22
Main Table and Subtype Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:22
Diagram Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:23
Accept Differences Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:23
Manage Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:23
Line List Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:24
How to Use the Comparison Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:25
File Drop-down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:26
Edit Drop-down Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:27
View Drop-down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:28
Report Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:29
Data Panel Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:29
Comparison Report Context Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:30
Update a Value from the Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:31
Move to Next or Previous Difference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:31

Copyright 1974 to current year. iii 12 Series


AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Schematic 3D Integrator User Guide

Integrator Functions in Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1


Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1
Compare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1
Build .............................................................. 5:2
Link and Unlink. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:2
Schematic Data Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:2
Schematic to 3D Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:3
Release to 3D Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:4
Duplicate Names for Tagged Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:4
Matching Objects using Key Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:4
Comparing Sub-Equipment and Nozzles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:5
Comparing other Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:5
Integrator Database Administration including Global Projects. . . . . . . . . . . . . 5:5
How Integrator Compares Schematic and 3D Data . . . . . . . . . . . . . . . . . . . . . . 5:6
Example Compare Colour Coded Diagram and 3D View . . . . . . . . . . . . . . . . . . . . . . . . . . 5:6
Example Compare Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:6
Building a Missing Component from the Compare Report . . . . . . . . . . . . . . . . . . . . . . . . . 5:10
Updating an Attribute Value from the Compare Report . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:11
Drag and Drop onto Compare Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:12
Compare Colour Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:13
Auto Linking Matched Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:13
Auto Update of Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:14
Comparing in Line List Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:14
Accepting Differences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:18
Setup for Accepting Differences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:19
How to Accept Differences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:19
Ignoring MDS Trunnions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:22
How Integrator Builds 3D Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:22
Building Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:22
Building Pipework. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:23
Building HVAC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:24
Building Cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:25
Building Offline Instruments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:26
How Integrator Links Schematic and 3D Objects . . . . . . . . . . . . . . . . . . . . . . . 5:26

How to Configure Build Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1


Configuration File Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1
Modifying the Project Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1

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Schematic 3D Integrator User Guide

Display the Project Configuration Explorer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1


Open a New or Existing Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1
Save Changes to the Project Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:2
Discard Changes to the Project Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:2
Exit the Project Configuration Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:3
Modifying Configuration Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:3
Edit Configuration Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:3
Insert and Edit Configuration Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:3
Configuration File Section by Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:3
Project Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:4
Dictionaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:5
Spec Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:5
Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:6
Compare Colours . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:7
Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:9
Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:10
Expression Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:12
Example Rule Group for SCEQUI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:15
Example Rule Group for SCVALV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:19

How to use Integrator from the Command Line . . . . . . . . . . . . . . . . 7:1


Integrator Object Initialisation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:1
Integrator Object Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:1
Comparison Summary Methods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:2
Accept Differences Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:3
Example Compare Macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:4
Diagram Viewer Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:5

How to Customise the Integrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1


How to Add Functionality with PML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1
How to Distribute Customised Table Layouts. . . . . . . . . . . . . . . . . . . . . . . . . . . 8:2

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Schematic 3D Integrator User Guide

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Schematic 3D Integrator User Guide
Introduction

1 Introduction

This guide introduces AVEVAs Schematic 3D Integrator product. The Integrator is provided
as an Add-In to AVEVA Plant DESIGN and AVEVA Marine Outfitting. This chapter lists the
different types of user who would need to read this guide and sets out what knowledge they
will need before they start. It then explains how the Integrator is used in conjunction with
other AVEVA products.

1.1 Who Should Use this Guide


Users who are new to the Integrator should use this guide to understand the main tasks the
Integrator can do.
Users who have more experience of the Integrator should use this guide when they need
details of how to achieve a specific task using the controls provided by the Integrator. Refer
to Integrator Functions in Detail to understand the concepts and detailed function of the
Integrator, and Integrator Controls for details of the user interface controls.
Administrators should use this guide to configure rules used by the Integrator to suit project
requirements. They can also use this guide to set up batch processes to automate certain
Integrator tasks, and to customise the Integrator if needed to suit project requirement. Refer
to How to Configure Build Rules to configure the rules that the Integrator will apply to your
project, How to use Integrator from the Command Line to set up batch processes to carry
out Integrator tasks automatically and How to Customise the Integrator if you need to
customise the Integrator for your project.

1.1.1 Assumptions
Users have a valid Schematic license and the software has been installed.
Users of the Integrator have a basic knowledge of AVEVA DESIGN or Marine Outfitting.
Administrators have a reasonable knowledge of AVEVA Plant or Marine database structures
if they need to configure rules. A knowledge of PML is required if they need to set up batch
processes or customise the Integrator.

1.2 How the Guide is Organised


The guide is divided into chapters, as follows:
Introduction introduces the Integrator.
References lists other documents that provide supporting information.
Getting Started explains basic commands.

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Introduction

Integrator Controls explains how the user interface enables the Integrator tasks to be
invoked.
Integrator Functions in Detail explains the concepts behind the Integrator and describes the
main tasks in detail.
How to Configure Build Rules explains how to use the Integrator Configuration Tool.
How to use Integrator from the Command Line explains how to use Integrator functionality
from the command line.
How to Customise the Integrator describes the mechanisms available to customise the
Integrator for specific project needs.

1.3 What the Integrator Can Do

Figure 1:1. Integrator User Interface

The Integrator provides schematic and 3D model data in an integrated environment,


enabling quick and easy browsing and reporting on that data. Figure 1:1.: Integrator User
Interface shows some of the main elements of the user interface, including a diagram view,
a 3D graphical view, and a table control listing some schematic data.
When schematic or 3D model objects are selected in the table or the diagram viewer,
Integrator can perform the following key functions.

1.3.1 Compare 3D Design against Schematic


Integrator can compare 3D objects against their corresponding schematic objects and report
any inconsistencies in connectivity or attributes according to easily configured rules.

1.3.2 Build 3D Model Data from Schematic Data


Integrator can create 3D objects using data from their corresponding schematic objects,
connect objects such as equipment and Pipework, and set key attributes such as tags and
process data using easily configured rules.

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Introduction

1.3.3 Link 3D and Schematic Objects


Integrator can link existing 3D objects with their corresponding schematic objects, enabling
verification of consistency of 3D design against schematic.

1.4 Product Compatibility


The Integrator can be used with the following products:
AVEVA Plant DESIGN 12.0 or later
AVEVA Marine Outfitting 12.0 or later
It can use schematic data generated from any of the following authoring systems:
AVEVA Diagrams
Schematic data imported via Schematic Model Manager.
Note: Screen shots may show either AVEVA Plant DESIGN or AVEVA Marine Outfitting.
Although there may be slight differences in form titles and display of coordinates, the
functionality described is common to both.

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Introduction

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References

2 References

This chapter lists other documents that provide supporting or complementary information to
this guide.
AVEVA System Requirements describes product installation and prerequisites.
Administrative users may need to refer to the following manuals:
AVEVA Diagrams User Guide
AVEVA Schematic Model Manager User Guide
AVEVA Software Customisation User Guide
AVEVA Software Customisation Reference Manual
AVEVA .NET Customisation User Guide

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References

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Schematic 3D Integrator User Guide
Getting Started

3 Getting Started

Getting started with the Integrator leads the inexperienced user through the steps to start
the Integrator and carry out the main tasks. It is not intended to train the user. Further
training can be supplied by AVEVA should the user require.
An AVEVA Plant or AVEVA Marine installation with some schematic data defined will be
required.

3.1 Start the Integrator


To start the Integrator, from the Integrator bar menu select Show.
Integrator will open initially with two tables - main and subtype. The positions of these two
tables can be rearranged using the docking options. For example to view them as tabs, drag
the subtype table over the central docking spot of the main table.

3.2 Select Main Type


To select a Main Type, click the right hand mouse button in the Main Table column title bar
and select Main Object Type. For this example select Schematic Equipment from the
submenu.

Figure 3:1. Main Object Type

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3.3 Open and Close a Diagram View


To select a schematic equipment, click the left mouse button in the left most table column.
Click the right mouse button in the selected row, then select View > View on Diagram.

Figure 3:2. View on Diagram

If the object is shown on only one diagram, that diagram will be opened. If it is shown on
multiple diagrams, you will be presented with a list to select from.
If you already know which diagram you want, you can open it directly from a list. From the
Integrator main bar menu select View Diagram.

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Getting Started

Figure 3:3. View Diagram

The View Diagram dialogue allows you to browse for diagrams using the tree panel or
search for diagrams using the search controls.
Click on the Search button with blank text in the Search For field to get a list of all diagrams
available.
Select Diagram or Pages to see one entry per diagram or one entry per page.
Select By Diagram Name to perform a wildcard search using the name of the diagram.
Select By Content to perform a search using the name of an object such as schematic
equipment to find the diagrams it appears on.
The Diagram Viewer supports search using the following wildcards:

* match 0 or more characters


+ match 1 or more characters
? match only 1 character
# match a digit
[..] match 1 character against the given character set.

The Diagram page number is not included in the matching and matching is not case
sensitive.

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Select the required diagram or page. If the Preview option was checked, and either a page
was selected or a single page diagram was selected, then the diagram will be displayed in
the Preview panel. Use the pan and zoom functions to inspect the diagram. Click OK to
display the diagram in the Diagram Viewer.

3.4 Zoom and Pan in a Diagram View


With the cursor in the Diagram Viewer window, press and hold the CTRL key. You will see
the cursor change to a zoom-in symbol. Press and hold the CTRL and SHIFT keys together
and the cursor will change to a zoom-out symbol. Press and hold the ALT key and you will
see the cursor change to a pan (hand) symbol.

Figure 3:4. Zoom In, Zoom Out, and Pan Cursor Symbols

With the zoom-in or zoom-out cursor displayed, click with the left mouse button in the
diagram view. The view will be zoomed in or out centred on the position clicked. With the
pan cursor displayed, click in the view and drag the image in any direction. You can also pan
the image using the slider bars.
You can also drag out a zoom window by holding down the CTRL key and dragging out a
box with the left mouse button.

Figure 3:5. Zoom Window

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3.5 Compare a 2D and 3D Object


Integrator can compare 3D objects against their corresponding schematic objects and report
any inconsistencies in connectivity or attributes according to easily configured rules.
Select a schematic equipment again in the main table or diagram view. Click the right
mouse button and in the context sensitive menu click on Compare.

Figure 3:6. Compare Equipment

A comparison report will be displayed and the diagram and graphical views will be coloured
to reflect the results of the compare.

Figure 3:7. Comparison Results

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The Compare Report shows detailed results and marks any discrepancies. The report can
be saved from the File menu or Save Button.

Figure 3:8. Comparison Report

3.6 Build a 3D Object


To create a 3D object from its corresponding schematic object.
Select a schematic equipment in the table or diagram view, then click the right hand mouse
button and in the context sensitive menu select Build.
Hint: If the Build option is not activated, this may be because the schematic equipment has
not been released for 3D in the schematic database. The releaseto3Dstatus attribute can
be set in AVEVA Diagrams or Schematic Model Manager. If set via syntax use RESTAT 1.

Figure 3:9. Build Equipment

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Getting Started

Equipment built will be shown in the graphical view and listed on the Equipment Details
form. From this form you can change the equipment specification and position, and set
connection details.

Figure 3:10. Set Equipment Specification

3.7 Link and Unlink Object


Integrator can link existing 3D objects with their corresponding schematic objects, enabling
verification of consistency of 3D design against schematic. Linked objects can also be
unlinked if the link is no longer required. Link and Unlink functions are available from the
same context sensitive menus as Build and Compare.

3.8 Integrator Messages


When running Build and Compare, the Integrator Messages Dialogue will be displayed.
This will show progress, warning and error messages.

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Figure 3:11. Integrator Messages

Typical messages include warnings such as when Integrator is unable to select a


component from a pipe spec.

Note: If you see the message Project Configuration Rules evaluation FAILED for an
SCFITT, SCVALV, SCINST or SCHVFI, check that it has a valid GTYP.

The dialogue right click menu provides options to navigate to relevant objects, and to copy
the content of the dialogue to the clipboard (e.g. so that it can be included if required in
support calls).

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Integrator Controls

4 Integrator Controls

This chapter explains how to use each of the Integrator user interface controls. It explains
how to use the Main and Subtype Tables, the Schematic Viewer, and the Main Bar Menu
entries. In each case, the chapter shows how to invoke Integrator tasks from these user
interface components.

4.1 Main Table Options


The Main Table Menu options are accessed by clicking the right hand mouse button in the
Main Table column title bar, either with no rows selected, or by clicking in the column title
area if one or more rows are selected.

4.1.1 Subtype Table


To display the Subtype table select Main Table Menu > Subtype Table. The subtype table
displays objects owned by the selected object(s) in the main table, e.g. schematic nozzles in
a schematic equipment, or components in a pipeline.

Figure 4:1. Subtype Table

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Integrator Controls

4.1.2 Main Object Type


Select Main Table Menu > Main Object Type to select a new main object type from the
submenu. The full list of available main object types is shown below.

Figure 4:2. Main Object Type

4.1.3 Scope for Schematic Types


Select Main Table Menu > Scope for Schematic Types to select whether the table will
include all instances of the Main Object Type from the current MDB, or only those
instances from all pages of the Diagram for the currently displayed Page, or only those
instances on the currently displayed Page. The latter is the default.

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Figure 4:3. Scope for Schematic Types

4.1.4 Column Setup


Select Main Table Menu > Column Setup to display the table column setup form.
The Table Column Setup form lists the columns already defined for the main table. Select
the Add Column button to define a new column.

Figure 4:4. Column Setup Form

Enter the Attribute and Heading required in the new fields. Clicking Add Standard
Attributes allows the user to add all the standard attributes for the current element. The

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Integrator Controls

Visible column allows the user to choose which columns to display or hide. Check the
required checkboxes to display the columns in the grid.

Figure 4:5. Add New Column

To add attributes of referenced elements you can use standard PML expressions such as:
NAME of DIAREF of OWNER.
To add a single element of an array attribute, use square brackets. For example, multiple
pipes can be linked to a single schematic pipeline, so to see just the first of these, use
DESLNK[1]. To see the whole array, use the attribute without any array index, e.g.
DESLNK.
The table can apply simple calculations to numerical attributes using the operators * / + - for
the operations multiply, divide, add and subtract, e.g. NUMBER * 4. You can use
parentheses ( ) to nest the expression, e.g. (LENGTH + 3.5) * BORE. Array elements and
references cannot be used in mathematical expressions.
To delete one or more columns in the Table Column Setup form, select the columns to be
deleted and click on the Delete Selected Columns button.

How to List Schematic Objects Released but not Linked


The release to 3D status for a schematic object can be displayed in the Main Table using the
attribute RESTAT. The compare status can be displayed using the attribute CMPSTS. To
filter the Main Table on schematic objects that have been released but have not been linked,
filter on RESTAT equal to 1 and CMPSTS equal to 'Not linked'. For more details of
schematic to 3D links refer to Schematic to 3D Links.

4.1.5 Settings, Interaction Mode and Reset Cell Feedback


Select Main Table Menu > Settings to display the settings submenu. Select any of the
settings to enable or disable that facility.

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Integrator Controls

Figure 4:6. Main Table Settings

You can edit attribute data in the Main Table by selecting an appropriate Interaction Mode. In
Single Cell Edit, clicking on a cell places that cell in edit mode.
In Bulk Cell Edit, double clicking on a cell places that cell in edit mode. A single click on a
cell selects the cell itself, and standard Windows selection methods (left mouse click plus
Ctrl and Shift keys) select multiple groups of cells. A left mouse drag operation can also be
used to select multiple cells. In Bulk Cell Edit, Fill Down, Fill Up and Copy/Paste
operations apply to all cells currently selected.

Figure 4:7. Bulk Cell Edit

Read only cells are shown with grey background (or the selected colour if Feedback
Colours have been changed). Cells may be read only for a variety of reasons, including
data from a read only database, an object claimed by another user, or non-editable
attributes such as Owner or Type. In Bulk Cell Edit mode, Name is read only. Following an
edit, the results (success or failure) are displayed using cell colours and tooltips. These can
be cleared by selecting Reset Cell Feedback.

4.1.6 Refresh
Selecting Main Table Menu > Refresh refreshes all cell values from the database.

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4.1.7 Export to Excel


The current table layout and content can be saved to an Excel file. Select Main Table Menu
> Export To Excel and enter a filename in the file browser dialogue.

4.1.8 Print Preview


You can view a print preview of the current table layout and content. Select Main Table
Menu > Print Preview.

4.1.9 Save Layout


Select Main Table Menu > Save Layout to save the current main table layout. If the current
layout has not yet been saved as a named layout, you will be prompted to enter a name in
the Save Layout As dialogue.

4.1.10 Save Layout As


Select Main Table Menu > Save Layout As to save the current main table layout as a
named layout for the current main type. You can save multiple named layouts for each main
object type. For example, you may choose to display different attribute and column filters for
pumps and vessels, and save them accordingly.
Enter a name for the layout in the Save Layout As form.
If you modify the table layout and do not save it, you will be prompted to save the layout
when you change main object type or when you exit the Integrator.
Integrator will automatically use your saved table layouts in the next session.
Other users will not see your saved layouts. An administrator can provide customised
layouts for all users in a project. This is described in How to Distribute Customised Table
Layouts in How to Customise the Integrator.

4.1.11 Display a Main Table Layout


In the Main Table Menu click on a selected layout to revert the current main table layout to
that definition.

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Figure 4:8. Default Main Table Layout

4.2 Subtype Table Options


The Subtype Table Menu options are accessed by clicking the right mouse button in the
Subtype Table column title bar, either with no rows selected, or by clicking in the column title
area if one or more rows are selected.

4.2.1 Subtype Tables for each Main Table


Each Main Table has one or more associated Subtype Tables. Only one Subtype Table can
be displayed at a time.

Main Table Subtype Tables


Schematic Equipment Schematic Nozzles
Schematic Subequipment
Schematic Electrical Connections
Offline Instruments None
Pipelines Pipeline Components
Inline Instruments
HVAC Lines HVAC Line Components
Inline Instruments
Schematic Cable None

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Main Table Subtype Tables


Equipment Nozzles
Subequipment
Electrical Connections
Pipes Piping Components
Instruments
HVAC HVAC Components
Instruments
Cable None

4.2.2 Hide
To hide the Subtype Table select Subtype Table Menu > Hide.

Figure 4:9. Hide Subtype Table

4.2.3 Column Setup


Select Subtype Table Menu > Column Setup. The procedure for changing the subtype
Column Setup is the same as changing the Main Table Column Setup. Refer to Column
Setup.

4.2.4 Settings
Select Subtype Table Menu > Settings to display the Settings submenu. Select any of the
settings to enable or disable that facility.

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4.2.5 Export to Excel


The current table layout and content can be saved to an Excel file. Select Subtype Table
Menu > Export to Excel.

4.2.6 Print Preview


You can view a print preview of the current table layout and content. Select Subtype Table
Menu > Print Preview.

4.2.7 Save Layout


Select Subtype Table Menu > Save Layout to save the current subtype table layout. If the
current layout has not been saved as a named layout, you will be prompted to enter a name
in the Save Layout As dialogue.

4.2.8 Save Layout As


Select Subtype Table Menu > Save Layout As to save the current subtype table layout as
a named layout for the current main type. You can save multiple named layouts for each
subtype object type.

4.2.9 Display a Subtype Table Layout


In the Subtype Table Menu click on a selected layout to choose a particular subtype table
layout.

4.3 Main Table Context Options


The Main Table Context Menu options become available when one or more rows are
selected in the Main Table. Select a row by clicking the left mouse button in the first column
of that row. To see the context menu, click the right mouse button in the selected row.

4.3.1 Linkage Between Main Table and Diagram


If no diagram is currently displayed, the Main Table will list all instances of the Main Object
Type that are available in the current MDB. When a diagram is displayed, the Main Table will
list instances of the Main Object Type according to the current setting of Scope for
Schematic Types.
When a diagram is displayed, objects selected in the Main Table are also automatically
selected in the Diagram View, if included in the currently displayed diagram and vice versa.
Only objects listed in the currently displayed Main Table may be selected in the Diagram
Viewer, e.g. if the main object type has been set to Schematic Equipment, only Schematic
Equipment can be selected in the Viewer. Other objects such as Pipelines can be
highlighted by hovering the mouse over them, but cannot be selected until the main object
type is changed.
When a Schematic Multi-Cable (SCMCAB) is selected in the Diagram View, all its child
Schematic Cables (SCCAB) will be selected in the Main Table. When an SCCAB that is a
member of an SCMCAB is selected in the Main Table, its owning SCMCAB will be selected
in the Diagram View. Its sibling SCCABs may be automatically selected in the Main Table
via the right click option Select All Cables in Multi-Cable.

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4.3.2 Compare
Select Main Table Context Menu > Compare.
The Compare option will be available on schematic objects, and also on 3D objects that are
linked to schematic objects. For more details of the Compare operation see Integrator
Functions in Detail.

Figure 4:10. Compare from Main Table

4.3.3 Build in 3D
Select Main Table Context Menu > Build then select OK when prompted to confirm.
The Build option will be available on schematic objects that are not linked to a 3D object.
When multiple objects are selected, the Build option will be available only if all the selected
objects are not linked to 3D objects.
For details of the Build operation see Integrator Functions in Detail.

4.3.4 Link Objects


Select Main Table Context Menu > Link. Select an appropriate object from the list that
opens in a new window. You can filter the list to find suitable candidates, use the CE button
to find the current element if present in the list, or drag and drop an object from the Design
Explorer to find it in the list.
The Link option will be available on objects that are not already linked (the exceptions being
Schematic Pipelines and HVAClines that can be linked to one or many Pipes or HVACs
respectively, and so can always be linked). When multiple objects are selected, the Link
option will be available only if all the selected objects are not already linked (again, with the
exception of Schematic Pipelines).
For more details of the Link operation see Integrator Functions in Detail.

4.3.5 Unlink
Select Main Table Context Menu > Unlink to unlink all objects currently linked to the
selected object.
The Unlink option will be available on objects that are already linked. When multiple objects
are selected, the Unlink option will be available only if all the selected objects are already
linked.

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For more details of the Unlink operation see Integrator Functions in Detail.

4.3.6 View an Object on a Diagram


Select Main Table Context Menu > View > View on Diagram.
If the selected object appears on a single diagram, that diagram will be displayed. If the
selected object appears on multiple diagrams, select which diagram to view from the list that
is shown.
The View on Diagram option is available on any schematic object that appears on a
diagram and on any 3D object that is linked to a schematic object that appears on a
diagram. It is available only if a single object is selected.

4.3.7 Find a Linked Object in its Own Table


Select Main Table Context Menu > View > Find in 3D Table or Find in 2D Table.
The Main Table display will swap to the table holding the linked object and this object will be
selected.

4.3.8 Set an Object to be the Current Element


Select Main Table Context Menu > View > Set as CE.
If the selected object is a 3D object, it will be set as the current element. If the selected
object is a schematic object linked to a 3D object, the linked 3D object will be set as the
current element.
The Set as CE option is available on any 3D object and on any schematic object that is
linked to a 3D object. It is available only if a single object is selected. For schematic
pipelines and HVAC lines that can be linked to multiple objects, a list will be shown for you to
choose one object from.

4.3.9 View an Object in 3D


Select Main Table Context Menu > View > View in 3D.
If the selected object is a 3D object, it will be displayed in a 3D graphical view. If the selected
object is a schematic object linked to a 3D object, the linked 3D object will be displayed in a
3D graphical view.
The View in 3D option is available on any 3D object and on any schematic object that is
linked to a 3D object. When multiple 3D objects are selected it is available and applied all,
and when multiple schematic objects are selected it is available and applied to those that
are linked to a 3D object.

Note: If you cannot see the object just added to the 3D view, use the Window menu to pop
the Integrator 3D view to the front.

4.3.10 Connection Details


The Connection Details option will be available on a schematic equipment that is linked to
a 3D equipment, and on a 3D equipment that is linked to a schematic equipment.
Select Main Table Context Menu > Connection Details.
The Equipment Connections form will be displayed.

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Figure 4:11. Equipment Connections Form

The Equipment Connections form lists the nozzles and electrical connection on the
schematic equipment, and the 3D equipment. The Link columns show which connections
are linked between the schematic and 3D model. The form lists piping and HVAC nozzles
and electrical connections. It also lists connections that are direct to the equipment objects
using the ECRFA and ELCXRF reference array attributes.
To change the specification reference of a nozzle, select the nozzle in the 3D Equipment
list, then click on the Modify Specification button. This will show either the Pipework
Nozzle Specification form or the HVAC Nozzle form, as appropriate. You can also create
new nozzles or electrical connections and delete existing ones using the buttons on this
form. After making any changes, use the Refresh Lists button to update the form.
To change which 3D connection is linked to a particular schematic connection, select the
schematic connection in the Schematic Equipment list, select the 3D connection in the 3D
Equipment list, then select the Set Link button. The selected connections will be linked.
If the schematic connection is already linked to another 3D connection, the following will
occur:
The link will be removed from that connection and set on the selected connection.
That connection will be unnamed and the name will be set on the selected connection.
If that connection was auto-built in the last Build action during this session, it will be
deleted.

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4.3.11 Pick Connections


The Pick Connections option will be available on a schematic pipeline that is linked to a 3D
pipe, and has one or more schematic branches connected directly to a schematic
equipment (i.e. not via a schematic nozzle). It is also available on a 3D pipe that is linked to
a schematic pipeline that meets this criterion and similarly for HVAClines and 3D HVACs.
For the 3D connection between branch and equipment, a nozzle must be selected, but the
Integrator cannot determine which nozzle, since there is no schematic nozzle to link with.
The Pick Connections option enables the user to select or create a nozzle accordingly.
Select Main Table Context Menu > Pick Connections.
The Pick Connection form will be displayed.

Figure 4:12. Pick Connection Form

The Pick Connection form lists the 3D branches that have unresolved connections. When
a branch is selected in the Unresolved Branches list, Integrator does the following:
It determines the schematic branch for the selected 3D branch
It finds which schematic equipment the schematic branch is connected to
It finds their linked 3D equipment
It populates the Connections list with their nozzles.
The Connection columns show which branches are connected to which nozzles.
To change the specification reference of a nozzle, select the nozzle in the Connections list,
then click on the Modify Specification button. This will show either the Pipework Nozzle
Specification form or the HVAC Nozzle form, as appropriate. You can also create new
nozzles and delete existing ones using the buttons on this form. After making any changes,
use the Refresh Lists button to update the form.

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To change which unresolved branch is connected to which nozzle, select the branch in the
Unresolved Branches list, select the nozzle in the Connections list, then select the Set
Connection button. The selected branch will be connected to the selected nozzle.

4.4 Subtype Table Context Options


The Subtype Table will be populated when one or more rows have first been selected in the
Main Table.
The Subtype Table Context Menu options become available when one or more rows are
selected in the Subtype Table. Select a row by clicking the left mouse button in the first
column of that row. To see the context menu, click the right mouse button in the selected
row.

4.4.1 Build, Link and Compare in Subtype Table


Objects in the Subtype table have a Compare option. They may also have Build and Link
options when their parent main type objects are linked but the subtype objects are not
linked, or may have an Unlink option when the subtype objects are already linked. These
work in a similar manner to the equivalent Main Table options.
Nozzles and electrical connections have a Connection Details option when their parents are
linked and meet the criterion to have this option in the Main Table.

4.5 Design Explorer Context Options


The Design Explorer Context Menu options become available when an object is selected
in the Design Explorer. To see the context menu, click the right mouse button on the
selected object. If the object is linked to a schematic object the menu will include Integrator
options.

4.5.1 View on Diagram


Select Design Explorer Context Menu > View on Diagram.
If the selected object appears on a single diagram, that diagram will be displayed. If the
selected object appears on multiple diagrams, select which diagram to view from the list that
is shown.
The View on Diagram option is available on any schematic object that appears on a
diagram and on any 3D object that is linked to a schematic object that appears on a
diagram. It is available only if a single object is selected.

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Figure 4:13. View on Diagram from Design Explorer

4.5.2 Find in 2D Table from the Design Explorer


Select Design Explorer Context Menu > Find in 2D Table. This option is available only if
no diagram is open. It will switch to the appropriate Main Table and select the object.

4.5.3 Find in 3D Table from the Design Explorer


Select Design Explorer Context Menu > Find in 3D Table. This option will switch to the
appropriate Main Table and select the object.

4.5.4 Navigate to Linked Item


Select Design Explorer Context Menu > Navigate To.
If the object is linked to or matched by name to one or more schematic objects, they will
appear as a sub menu.
Objects can be linked by Integrator or by Compare/Update. Matched objects are not linked
but have the same name (there is no guarantee they will be of appropriate types). This
functionality is for schematic and 3D objects and does not currently extend to engineering
objects. There may be multiple linked pipes for pipelines, whereas most types are linked
one to one.

4.6 Schematic Explorer Context Options


The Schematic Explorer Context Menu options become available when an object is selected
in the Schematic Explorer. To see the context menu, click the right mouse button on the
selected object.

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4.6.1 View on Diagram


Select Schematic Explorer Context Menu > View on Diagram.
If the selected object appears on a single diagram, that diagram will be displayed. If the
selected object appears on multiple diagrams, select which diagram to view from the list that
is shown. The selected object will be highlighted on the diagram, and zoomed in if the mode
for Auto Zoom to External Selection is on.
The View on Diagram option is available whilst Integrator is active, on any schematic object
that appears on a diagram. It is available only if a single object is selected.

4.6.2 Navigate to Linked Item


Select Schematic Explorer Context Menu > Navigate To.
If the object is linked to or matched by name to one or more 3D objects, they will appear as
a sub menu.
Objects can be linked by Integrator or by Compare/Update. Matched objects are not linked
but have the same name (there is no guarantee they will be of appropriate types). This
functionality is for schematic and 3D objects and does not currently extend to engineering
objects. There may be multiple linked pipes for pipelines, whereas most types are linked
one to one.

4.7 How to Use the Diagram Viewer


The Diagram Viewer provides interaction with diagrams and is used in conjunction with the
Main and Subtype Tables to operate the Integrator functions. The Diagram Viewer is
displayed from the View Diagram dialogue, or from the Integrator main bar menu, select
Display > Diagram Viewer.

4.7.1 Linkage Between Diagram and Table


The linkage between the currently displayed diagram and the Main Table is described in
Linkage Between Table and Diagram in Integrator Controls.

4.7.2 Open and Close a Diagram


To open and close a diagram refer to the sections below on the Diagram Viewer toolbar and
background menu. You can also close all open diagrams from the Integrator main bar menu.

4.7.3 Select Objects in the Diagram Viewer


Single or multiple objects of the Main Object Type (as currently listed in the Main Table) can
be selected in the diagram. The same objects will be automatically selected in the Main
Table. To select a single object, click on it with the left mouse button. To select multiple
objects, hold down the SHIFT key and click on each object. With the SHIFT key held down,
clicking a second time on an object will deselect it.

Note: Clicking on a schematic tube in the diagram will select the SCPLIN. Shift click on a
schematic tube will select the SCTUB element. This can be useful when navigating
the schematic database to investigate issues in the data, especially when there are a
number of tees in a line.

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4.7.4 Pan and Zoom in the Diagram Viewer


Refer to Getting Started to use the keyboard shortcuts to pan and zoom in a schematic view.
Alternatively you can zoom using the toolbar buttons.

4.7.5 Diagram Viewer Toolbar


The Diagram Viewer includes a toolbar.

Figure 4:14. Diagram Viewer Toolbar

The individual button functions are described as follows.

View Diagram - displays the View Diagram dialogue, and also displays a
pulldown list of recently viewed diagrams

Display Diagram Change Highlighting

Zoom In

Zoom Out

Zoom to the current object selection

Zoom to Window - zoom out to the whole diagram

Always Zoom to the Table Selection - toggles the mode for auto-zoom

Set Bookmark - records current view state

Previous Bookmark - set view to state recorded in previous bookmark

Next Bookmark - set view to state recorded in next bookmark

Remove Bookmark

Clear all Bookmarks for the current diagram

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Print currently displayed diagram view

Show Diagram Viewer Settings form

Display instructions for pan and zoom key combinations

4.7.6 Viewer Context Menus


The Diagram Viewer Context Menu options become available when one or more objects
are selected in the Viewer. Select an object by clicking the left mouse button on it. Click the
right hand mouse button over the selection to view the context menu.

Figure 4:15. Diagram Viewer Context Menu

The Compare, Build, Link, Unlink, Connection Details, and Pick Connections options
work in the same manner as the equivalent options for the Main Table Context Menu.
The View on Other Diagram option will be active if the selected object is available on more
than one diagram.

4.7.7 Viewer Background Menu


Click the right mouse button in the background of the Diagram Viewer to see the
background menu. Click on Compare Diagram to compare all objects on the diagram. Click
on Print Current Diagram to print the currently displayed diagram including any colour
highlighting. Click on Zoom to Window to zoom out to the extents of the diagram. Click on
Close Current Diagram to close the diagram.

Note: Any highlighting of the diagram can be cleared by selecting Reset Diagram Colours
from the Integrator main bar menu.

Figure 4:16. Diagram Viewer Background Menu

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4.7.8 Viewer Settings


The Viewer Settings form controls various aspects of the Diagram Viewer.

Figure 4:17. Diagram Viewer Settings

The top section allows you to change the selection and mouseOver colours for the Diagram
Viewer. You may need to change these from the defaults if the diagram is already coloured
such that highlighting and selection are not clear. To change a colour, click on the colour box
and choose another colour from the palette.
The middle sections allow you to control where the diagram tabs appear, the number of
recent diagrams that will be remembered, and the number of tabs that can be displayed
simultaneously.
The Set CE from diagram option controls whether the current element will track the object
you click on in the diagram viewer.
These settings are per user and project and will be saved automatically between sessions.

4.8 How to Use the Bar Menu


The Integrator Bar Menu provides an alternative route to access the menus provided by
the Tables and Diagram Viewer, along with a few additional functions described below.

4.8.1 Show or Hide the Integrator


Select Integrator Bar Menu > Show to start up the Integrator.
The menu option now changes so that you can select Hide to stop the Integrator.

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4.8.2 Display
Select Integrator Bar Menu > Display > Main Table, Subtype Table or Diagram Viewer
to show or hide these components. Select Messages to show the Integrator Messages
dialogue which is available following a build or compare operation. Select Project
Configuration Explorer to show this component which is used to define configuration
rules, described in detail in How to Configure Build Rules.
Select Compare Colour Key to display the colours and their meanings as used in the
graphical views by a compare operation (according to the rules configuration).

Figure 4:18. Display Integrator Components in Main Bar Menu

Figure 4:19. Compare Colour Key

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4.8.3 Main Object Type


The Main Object Type options work in the same manner as the equivalent options for the
Main Table Menu, refer to Main Table Options.

4.8.4 View Diagram and Close All Diagrams


Select View Diagram to show the View Diagram dialogue. Select Close All Diagrams to
close all diagrams currently displayed in the Diagram Viewer.

4.8.5 Main Table Context Options


The Compare, Build, Link and Unlink options become available when appropriate for the
selected object in the Main Table or Diagram Viewer and work in the same manner as the
equivalent options for the Main Table Context Options.

4.8.6 Compare the Contents of a Diagram


In the Integrator Bar Menu click on Compare Diagram to compare all objects on the
currently displayed diagram. Note that this function is not available unless a diagram is
currently being displayed in the viewer.

4.8.7 Open Comparison Report


Select Integrator Bar Menu > Open Comparison Report and then select a previously
saved report from the file browser dialogue.

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4.8.8 Configurations

Figure 4:20. Configurations

Select Bar Menu > Configurations to choose one of the available Configurations that have
been defined by the administrator for this project. When a Configuration is selected, its
name is included in the title of the Comparison Report.

4.8.9 View
The View options work in the same manner as the equivalent options for the Main Table
Context Options.

4.8.10 Reset Diagram Colours and Reset All Diagram Colours


Select one of these entries to clear highlighting on the currently displayed diagram or on all
currently open diagrams.

4.8.11 Main Table and Subtype Table


The Main Table and Subtype Table options work in the same manner as the equivalent
options for the Main Table Options and Subtype Table Options.

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4.8.12 Diagram Viewer


The Diagram Viewer options provide an equivalent set of functions to the Diagram Viewer
Toolbar.

4.8.13 Accept Differences Options


Integrator stores its accepted difference information in group sets. Before using the
functionality a suitable GPSET must have been selected. Use the Integrator settings menu
to create suitable GPWL and GPSET objects and to select a GPSET to write to. The
selected GPSET is serialised between sessions. Integrator writes some attribute information
to the GPWL and GPSET to differentiate them from other objects of the same types.
GPSETs are claimed like other objects and so each concurrent user will need to select their
own GPSET in order to write accepted differences data during their session. Accepted
difference data from multiple GPSETs can be read during a single comparison.
Select Bar Menu > Settings > Accept Differences > Select GPSET then in the dialogue
right click on the preferred GPSET and press Select GPSET. There is also an option to
create a GPSET here. The currently selected GPSET is indicated in the status bar of this
dialogue.
Select Bar Menu > Settings > Accept Differences > Create GPWL then in the dialogue
enter a name and select the database in which to create the GPWL.
Select Bar Menu > Settings > Accept Differences > Create GPSET then in the dialogue
enter a name and select the GPWL in which to create the GPSET.

4.8.14 Manage Links


You must be a Free user or a General User who is a member of team CUADMIN in order to
Manage Links (the same team is used by Compare/Update). Select Bar Menu > Settings >
Manage Links to display this form:

Figure 4:21. Manage Links

This is an administrative dialogue used to manage Link Worlds. Before using it, create a
separate Design Reference database in Admin, and ensure it is current on all MDBs where
linking will occur, and all users who need to link can write to it.

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Note: The Manage Links dialogue is shared between Integrator and Compare/Update.
Design Reference databases can be written to by 3D, schematic and engineering
users.

The list includes all the Design and Design Reference databases available, identifying any
that contain links (links created prior to 12.1 reside in Design databases). The following
functions are available from the File menu or on a right click context menu.

Create Create a new Link World in the selected database.

Validate Output a list of links and any errors to the command line for the
selected database.

Validate All As for Validate for all databases in the list. This action will also
merge partially populated links, for example: 3D object "A" is linked
to schematic object "A" by one link and schematic object "A" is
linked to engineering object "A" by another link, as can occur when
links are created in separate extract databases.

Remove invalid Remove invalid references from links in the selected database.
references Invalid references can occur when elements are deleted and the
Link World database cannot be updated.

Caution: This operation should be used only when all of the databases holding objects
that have been linked are current on the MDB.

Properties Display the number of links in the selected database.

The Edit menu provides Cut, Copy, Paste and Delete functions to move Link Worlds
between databases. You can also drag and drop from one database to another to move or
merge a Link World.

4.8.15 Line List Options


Select Bar Menu > Settings > Line List Options to display this form.

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Figure 4:22. Line List Options

The Line List Options can be used to compare connection information using the LLFROM
and LLTO pseudo attributes. This applies mainly to Comparing in Line List Mode. The Line
List Options are detailed in the Schematic Model Manager User Guide section 9 Line List
Configuration.

4.9 How to Use the Comparison Report


The Comparison Report form provides options to explore, view, filter, save and act on the
report content. The details of the Compare function are described in detail in Integrator
Functions in Detail, including illustrations of the report content.
The Report form has explorer style tree and grid panels and an attribute data panel. It has
File and View bar menu entries and a toolbar controlling the main options.
Context specific options are available from right click menus in the grid and data panels.
Icons give an immediate indication of where there are differences to be reported. The
specific differences are reported in the Data Panel when an object is selected.

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Figure 4:23. Comparison Report

4.9.1 File Drop-down Menu

Figure 4:24. Report File Menu

Open All Referenced Opens all diagrams relating to the report content. Each diagram
Schematics will open in a separate tab in the Diagram Viewer.

Properties Displays the Report Properties form.

Redo Compare Repeats the compare of the same objects.

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Open Opens a file browser dialogue which allows the user to open a
previously saved XML report. The report will be opened in the
Compare Report form.

Save As Opens a file browser dialogue which allows the user to save the
report as an XML dataset or as an HTML file using a stylesheet.
Stylesheets (files with extension .xsl) should be placed in the
%<proj>dflts%\modelmanagement folder.

Export Details to Opens a file browser dialogue which allows the user to export the
Excel contents of the Details tab to Excel, providing the key results of the
comparison, including the side by side matches and the error
comments, in a form that can be distributed to a wider audience.

Print Details Opens a Print dialogue which allows the user to print the contents
of the Details tab.

Close Closes the report.

4.9.2 Edit Drop-down Menu

Figure 4:25. Report Edit Menu

Copy All to 3D Copy all attribute values to 3D for all matched or linked objects

Link all matched Link all unambiguously matched objects (note this function will not
elements link matched objects if they have an In Wrong Location or a
Sequence Difference error)

Find CE in Report Focus the report on the current element (if it appears in the report)

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4.9.3 View Drop-down Menu

Figure 4:26. Report View Menu

Refresh Schematic & 3D Views Re-apply the compare rules colours to the Diagram
View and 3D View.

Set Limits Sets the 3D View limits to encompass all the 3D objects
in the report.

Significant Elements Only These two filters control which objects will be displayed
Differences and Errors Only in the Compare Report.

Highlight on Diagram These modal settings control how the Diagram View
Zoom to Diagram Selection and 3D View will respond each time an object is
Navigate to Schematic Element selected in the Compare Report. Which Navigate mode
Highlight in 3D View will be used is determined by whether the Schematic or
Zoom to 3D Selection 3D tree panel is visible in the Compare report.
Navigate to 3D Element
Show Equipment Translucent

Clear Link Selection Clear the selection of object for linking (see
Comparison Report Context Menu).

Go To Pages forward or backward.

Refresh Update attribute values in the report from the database.

Comparison Category Details Display the current settings for the Comparison
Category used in the report (note these may have
changed since the report was made).

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4.9.4 Report Toolbar

Figure 4:27. Report Toolbar

The first eight buttons in the Report toolbar have the following functions and are equivalent
to the View menu options.
Back
Forward
Save As
Refresh Schematic & 3D Views
Set Limits
Open All Referenced Diagrams
Significant Elements Only
Differences and Errors Only
The ninth button toggles the Summary filter. When set, only those rows corresponding to the
currently selected row in the Summary tab will be displayed (together with their owners in
the hierarchy).

4.9.5 Data Panel Toolbar

Figure 4:28. Data Panel Toolbar

The buttons in the Data panel toolbar have the following functions to control the attributes
displayed.
Differences and Errors Only
Attributes Common to 2D & 3D
Categorised
Categorised (Extended)
Alphabetic

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Copy to 3D
Copy All to 3D
Refresh

4.9.6 Comparison Report Context Menu


The context menu is available by clicking the right hand mouse button within the Report
form panels. There will be different options available depending on whether the object is
linked or matched or neither.

Figure 4:29. Comparison Report Context Menu

Navigate Sets the object in the right click menu as the current element.

Unlink Unlinks an object. Only available when the object is already linked.

Build Builds a missing object in 3D. Only available when the object has
not been linked or matched.

Link Link an object to its match. Only available when the object has
been matched but not linked.

Connections Navigate to connected object or focus the report on connected


object

Select for Linking Select this object for linking - its name will be displayed in the
report status bar

Link <named Link the currently selected object to the object previously selected
objects> for linking

Link matched Link the matched objects


elements <names>

Copy to 3D Copy a data value to 3D

Refresh Update the values in the Data Panel

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4.9.7 Update a Value from the Report


When a mismatch in an attribute value is reported, the correct value can be updated to 3D.
This function is described in detail in Integrator Functions in Detail.

4.9.8 Move to Next or Previous Difference


Within each panel of the Report, the next or previous difference can be found using the
CTRL+N or CTRL+P keys.

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Schematic 3D Integrator User Guide
Integrator Controls

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Schematic 3D Integrator User Guide
Integrator Functions in Detail

5 Integrator Functions in Detail

This chapter describes the engineering functions supported by the Integrator. It starts by
explaining the concepts embodied in the main tasks, and then details the data structures
that underpin all of the Integrator's functionality.
It explains how to build 3D model objects based on schematic objects data, describes what
happens when the Integrator creates objects in the 3D model and illustrates how rules are
used to determine exactly what data is set.
It explains how to compare 3D model data against schematic data, describes how the
Integrator compares data and how rules are applied to verify alignment or report
discrepancies.
It explains how to link 3D model data to schematic data, how to unlink if necessary, and
illustrates when these functions might be used during a project.

5.1 Concepts
Integrator provides three main functions that can be applied to data:
Compare
Build
Link

5.1.1 Compare
Integrator uses configuration rules to compare schematic and 3D objects, to verify if they
are aligned or to report any discrepancies. The comparison covers connectivity, component
sequence, and attributes data.
Connections within the 3D model should be consistent with connections within the
schematic model. This includes connection onto equipment - nozzles and electrical
connections, and connections within pipework or HVAC - head and tail references,
connection references and connection reference arrays.
Component sequence should be logically consistent between the schematic and 3D model.
Integrator will report when components such as instruments, valves, tees and reducers, are
missing or are in a different order.
Integrator will also report any missing or mismatched attribute data, using the configuration
rules to identify which attributes it should check and how they should be compared. For
example, a name may be composed from schematic attributes such as prefix, suffix and
function, and bore and specification reference must match.
Comparison Categories provide a level of control over which categories of difference are
reported against which types of objects. For example, you may choose to focus on

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unmatched objects and differences in specification attributes, and to ignore other attribute
differences.
Integrator can use the results of a comparison to automatically link schematic and 3D
objects that it has found to match. It can also automatically update attributes from schematic
to 3D where it finds a difference in the data for matching or linked objects.

5.1.2 Build
Integrator can create 3D data directly from the schematic data, enabling equipment,
pipeline, HVAC and cable objects to be built automatically in 3D, populated with data from
the schematic model. This means for example that an equipment list and line list can be
propagated to the 3D model along with all their key process data, tags and inter-
connections.
Thus when schematic data is available, Integrator can provide an initial population of
corresponding objects in the 3D model. As updates occur in the schematic data, these can
be applied to the 3D data in a controlled process. Each project can control precisely which
data is transferred from schematic to 3D, what types of object are created, and which
attributes are set, using easily configured rules.
When Integrator builds an object in the 3D model, that object is automatically linked with its
corresponding schematic object.

5.1.3 Link and Unlink


When 3D model data already exists, e.g. when a preliminary model has been created in
parallel with diagram production, Integrator can link those existing objects with
corresponding schematic objects.
Integrator can also remove the link from selected objects.

5.1.4 Schematic Data Types


The schematic database provides a hierarchy of object types as illustrated below. Each
schematic object, e.g. equipment, pipelines, HVAClines and cables, has a reference to one
or more diagrams. Integrator uses this data to determine which diagrams each object may
be viewed on.

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Figure 5:1. Schematic Database

5.1.5 Schematic to 3D Links


Integrator maintains its links as separate CYMLNK objects against which it can hold
important information. Each CYMLNK object has attributes deslnk referencing the 3D
model object, and schlnk referencing the schematic object. The CYMLNK object also holds
a cmpstatus attribute to record its compare state. The 3D model and the schematic objects
both have a cmplnk attribute referencing the CYMLNK object.
The CYMLNK objects are grouped in CYMGRP objects and exist in a single parent
CYMWRL (link world) object. See Manage Links for available operations relating to link
worlds.

Figure 5:2. Link Schema

Refer to Integrator Object Methods for validating links.

Note: CYMLNKs also have attribute englnk referencing engineering objects, but this is not
used directly by Integrator.

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Pseudo Attributes
To simplify navigation between corresponding schematic and 3D objects, Integrator
provides the pseudo attributes schlnk and deslnk directly between these two objects. The
pseudo attribute cmpsts returns the compare status description on the CYMLNK object or
on any linked schematic or design object, or on its linked ancestor. It is included by default in
the Integrator Main Table.

Figure 5:3. Link Pseudo Attributes

Cardinality
For most objects, zero or one schematic objects can be linked to zero or one 3D objects.
The exceptions are schematic pipelines which can link to zero, one or many pipes, and
schematic HVAC lines which can link to zero, one or many HVACs.

5.1.6 Release to 3D Status


Schematic objects have a Releaseto3dstatus attribute which should be set in the diagram
authoring system. For example, AVEVA Diagrams provides a dialogue to set this attribute. If
the AVEVA Diagrams user then tries to modify a released object, they are prompted to
confirm they do want to change it. If they do change it, the release status is unset P&ID
Manager provides options to manage the release status of imported schematic data.
The syntax for the Releaseto3dstatus attribute in the Main Table column setup is RESTAT.
When set it has the value 1. It can be set from the command line with RESTAT 1.

5.1.7 Duplicate Names for Tagged Objects


The same name may be used for an object in a schematic database and an object in a
design database. For example, a schematic equipment can have the same name as its
equivalent 3D equipment. The default configuration rules for Integrator use duplicate names
for equipment, sub-equipment, nozzles, electrical connections, instruments, valves and
cables.

5.1.8 Matching Objects using Key Attributes


Integrator can use a combination of several attribute values to identify matching 3D objects
for a source schematic object. For example, several pipes may be matched to a single
schematic pipeline according to their values for line number, bore, pipe specification and
duty. Any attributes may be identified as key attributes for a particular type in the
configuration rules. Objects that have all their values for their key attributes matching the
values generated by the rules will be shown as matching in the compare report.
When key attribute matching is used for a particular type, e.g. pipes, objects of that type will
not be included in the report if they do not match on all of their key attributes.

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5.1.9 Comparing Sub-Equipment and Nozzles


Integrator will report unmatched 3D SUBEs for information and not as errors, on the basis
that there are likely to be more sub-equipment in 3D than on a diagram as there will be more
detail. However, unmatched SCSUBEs will be reported as errors.
Integrator will match nozzles at different levels in the hierarchy, for example a NOZZ in a
TMPL below a SUBE may be matched to an SCNOZZ directly below an SCEQUI. This
allows nozzles in 3D to be grouped on SUBEs even though there is no parallel schematic
hierarchy.

5.1.10 Comparing other Components


Components that are not treated as significant to a comparison, such as elbows and
flanges, are not reported with a green tick if they are ok, but are shown for information if the
significant elements filter is switched off. They are compared against the appropriate
SCTUB for their size and specification and will be reported with a red icon if an error is found
(even if the significant elements filter is switched on).

5.2 Integrator Database Administration including Global


Projects
All Integrator users require write access to a single CYMWRL. If this is not present when a
Build or Link function is performed then Integrator will return an error. Project administrators
are recommended to use the following procedures:
Create a separate Design Reference database in Admin, and ensure it is current on all
MDBs for Integrator users, and all Integrator users can write to it.
Use Manage Links to create a Link World in the new database, or to merge links from
an old link world (prior to 12.1 link worlds resided in Design databases).
For a global project, create extracts of the link world database and make one extract
primary at each location that needs to use Integrator. This will ensure the link data can
be issued back to the parent db and combined from the various locations.
In order to merge links from an old link world, Project Administrators are recommended to
use the following procedures:
If using extract databases, then in PDMS DESIGN or Marine Outfitting, use the Extract
Control form to select the existing CYMWRL and issue all changes. Repeat this step
for all levels of extract database. The next step should then be carried out in the parent
database.
In PDMS DESIGN or Marine Outfitting, use Manage Links to merge links from the
Design database to a new Design Reference database (e.g. by drag and drop). Then
click on the Design database and delete the old Links.
Refresh any extracts of the Design and Design Reference databases.
When working in an extract database, issuing, flushing or dropping an element that has a
referencing link will automatically include the link object. The reference array attribute
INCFLU (include flush) returns any link elements that reference the current element.
Flushing, issuing or dropping an element with referencing link objects will act on those link
objects even if the element itself is not claimed or modified. The Extract Control form will
display an "R" label on such elements.

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5.3 How Integrator Compares Schematic and 3D Data


In the Main Table or Diagram Viewer select the objects you want to compare, then select
Context Menu > Compare. You can also select Compare in the Integrator Main Bar
Menu or Compare Diagram in the background menu of the Diagram Viewer. These options
are described in the Main Table Context Menu in Integrator Controls.
You can also initiate Compare from the Command Line. This process is described in How to
use Integrator from the Command Line.
Integrator outputs the results of a Compare in a report form or file. It also "traffic light"
colours the diagram and 3D graphical display according to the status of the compared
objects.

5.3.1 Example Compare Colour Coded Diagram and 3D View


An example comparing a pipeline is shown below.
Integrator has coloured the diagram and 3D views to show:
Red for components present in one view but missing from the other view
Yellow for components with some mismatch in attribute values
Green for components that match.

Figure 5:4. Compare Pipeline Coloured Diagram

Integrator has created a separate 3D view for the compare results. This view has its own
drawlist so that results of the colour coding do not affect any other views that the user may
have defined.

Note: If you cannot see the Integrator 3D View, use the Window menu to pop it to the front.

5.3.2 Example Compare Report


From these example views it is clear that one of the valves is missing from the 3D model.
This is confirmed by the Compare Report form. The initial view of the compare report
displays the Summary tab.

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Figure 5:5. Compare Diagram Report Initial View

Selecting the Details tab and then the owning schematic branch displays its detailed
compare results in the Data panel.
The source and destination connections are listed (note that the schematic branch has
a connection direct to a schematic equipment, but the pipe branch connects to a
nozzle).

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Figure 5:6. Compare Report Data for SCBRAN

Selecting the valve shows its details.

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Figure 5:7. Compare Report Data for SCVALV

Note: The missing valve marked as Not Matched, and has no values in 3D.

Selecting a row in the Summary tab will cause the report to swap to the Details tab and filter
the display to show only those rows appropriate for that selection (together with any owning
hierarchy present in the report). The Summary filter button will be automatically switched on.

Figure 5:8. Compare Report Summary

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Figure 5:9. Compare Report Details with Summary Filter

5.3.3 Building a Missing Component from the Compare Report


The report Context Menu is available by right clicking on an object or row in the report. The
Build option is available on the valve's context menu in the report Grid panel in this example
because this valve is missing from the 3D model.

Figure 5:10. Compare Report Context Menu

Selecting Build in the valve's context menu will create the component if Integrator can
determine its list position. If not then it shows a form listing the components already present
in the 3D branch. The user must now select the position in the sequence for the valve to be
created by dragging the highlighted NEW VALVE line up or down, using the left mouse
button, and then select the OK button.

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Figure 5:11. Compare Report Component Build

5.3.4 Updating an Attribute Value from the Compare Report


When Integrator finds that an attribute value in 3D does not conform to the rules, e.g. when
a value has been changed on the diagram but not yet updated to 3D, a drop-down menu is
provided in the Data panel to allow the correct value to be used. The example below shows
a mismatch in the AREA of an equipment. Select the row with a left mouse click and the
attribute comment will be displayed in the status bar below.

Figure 5:12. Compare Report showing Attribute Value Mismatch

To update the value, first select the row with a left mouse click in the Data panel then right
click in the row and select Copy to 3D.

Figure 5:13. Update Value from Context Menu

Alternatively, select the correct value from the drop-down menu provided.

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Figure 5:14. Update Value from Drop-down Menu

If the update has been completed, the field will turn cyan.

Figure 5:15. Compare Report showing Update Completed

5.3.5 Drag and Drop onto Compare Report


The Compare Report form supports a drag and drop from the Diagram Viewer or Design
Explorer. If the object is dropped on the grid panel and is included in the report, it will be
selected in the report form. For the example above, the valve could be dropped onto the
form.
The report has a drop site for linking, at the base of the report. An object can be dragged
from the drawing viewer, design explorer, or from the report grid panel, and dropped in the
drop site. If dragged from the report grid panel, the drag must start on either the Schematic
Element cell or the 3D Element cell to determine which object is dragged. A subsequent
drop onto the drop site will either replace the object selected for linking, or offer to link to it,
depending on the relative types.

Figure 5:16. Drop Site for Linking

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5.3.6 Compare Colour Codes


Integrator colour codes the diagram and 3D views to give a visual indication of the compare
results. Each view is coloured with respect to the other. Colours are configurable but there is
a typical setup:
Objects that match correctly are shown in green.
If an object exists on the diagram but is missing in 3D, it will be shown in red on the
diagram, and vice versa.
In the case of a piping component missing, the line segment it is missing from will be
shown in red.
In the case of a missing nozzle, the equipment body is coloured red.
Connection errors will be shown in blue.
Attribute mismatches will be shown in yellow.
An ambiguous object, e.g. a valve matched in two places, will be shown in yellow.
An object with the wrong owner, e.g. a nozzle on the wrong equipment, will be shown in
yellow.
Objects not compared are shown in cyan.

5.3.7 Auto Linking Matched Objects


Integrator can automatically link all matched objects from a report. Click on Edit > Link all
matched elements.

Figure 5:17. Link all Matched Elements

Integrator will work through the compare report content prompting to link matched objects.
You can choose to link or skip individual objects, or click Yes to All to automatically link all
matches. On completion, the report will indicate newly linked objects in cyan and any failed
or skipped links in red. A log of the linking actions is output to the command line.

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Figure 5:18. Log from Linking all Matched Elements

5.3.8 Auto Update of Attributes


Integrator can automatically update attributes on matched or linked objects from a report.
Click on Edit > Copy All to 3D.

Figure 5:19. Copy all to 3D

Integrator will work through the report content updating any attribute differences on linked or
matched objects. On completion, the report will indicate newly updated objects in cyan and
any failed or skipped updates in red. A log of the updating actions is output to the command
line.

Figure 5:20. Log from Auto-updating Attributes

5.3.9 Comparing in Line List Mode


Integrator can compare pipelines that have no schematic branch information. This can be
used where a line list has been imported from a spreadsheet containing attribute information
for each line. In such a case there is no connected schematic model to compare against a
3D piping network. The only schematic connection information available can be in text form
for sources and destinations of each line.

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From the Integrator bar menu, select Settings > Comparison Settings then check the
option to Compare Pipelines and Pipes without their member hierarchies. This will
ensure Integrator compares only the top level items (without this setting Integrator will report
all the 3D piping components as unmatched).
In order to compare the source and destination information, Integrator makes use of the line
list pseudo attributes LLFROM and LLTO. These can be configured to pick up connection
information from text attributes for the pipelines, and from connected 3D model objects for
the pipes. The Line List Options are detailed in the Schematic Model Manager User Guide
section 9 Line List Configuration. The following walks through an example configuration.
From the Integrator bar menu, select Settings > Line List Options to display the Line List
Configuration dialogue. Create an SCPLIN rule for LLFROM, setting the Prefix to take its
value from :FROM, with a comma separator, and the flag to include SCBRANCH values set
to false.

Figure 5:21. SCPLIN rule for LLFROM

Create a similar SCPLIN rule for LLTO taking its value from :TO.

Figure 5:22. SCPLIN rule for LLTO

For the 3D piping, the attributes LLFROM and LLTO should be configured to hold a comma
separated list of strings derived from the connected model. Create a PIPE rule for LLFROM
and LLTO, with a comma separator, and the flag to include BRANCH values set to true.

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Figure 5:23. PIPE rule for LLFROM and LLTO

Create a Component Rule for LLFROM and LLTO with end condition set to Valid HREF/
TREF. Add NOZZLE to the list of item types, set the expression to NAME and select
EndComponent for the expression object.

Figure 5:24. Component rule for NOZZLE

A typical means to compare pipes against pipelines is using key attributes. This allows
multiple pipes to be matched to each pipeline (refer to Matching Objects using Key
Attributes). The example below defines rules to match on LNTP and FUNC. It also defines
rules to compare LLFROM and LLTO.
From the Integrator bar menu, select Display > Project Configuration Explorer (refer to
How to Configure Build Rules for more information). Create the two SCPLIN rules to match
LNTP and FUNC as key attributes.

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Figure 5:25. Configuration Rule to match LNTP as Key Attribute

Create the two SCPLIN rules to compare LLFROM and LLTO.

Figure 5:26. Configuration Rule to compare LLFROM

Note: It is not necessary to create LLENTRY configurations, but if LLENTRY returns false,
that SCPLIN or PIPE will not be compared (unless it is linked - linked items will
always be compared).

An example pipeline compared using the settings defined above shows two pipes matched
by key attributes.

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Figure 5:27. Compare Report in Line List Mode showing first pipe

Note: LLFROM and LLTO are shown as matching, yet LLTO has an additional value on the
schematic side. This match is indicated as correct because the second pipe provides
the additional matching connection.

Figure 5:28. Compare Report in Line List Mode showing second pipe

The values of LLFROM and LLTO will be matched across the combination of pipes that
match each pipeline.

5.4 Accepting Differences


Integrator allows a designer to accept differences from the comparison report, for situations
where the 3D and schematic models have a different level of detail, or are functionally
equivalent but do not match precisely. Examples include vent and drain detail, instrument
connections, and welded attachments. Note that Integrator automatically ignores MDS
trunnions, but trunnions defined by other means may still be included in the comparison and
so could be handled as described below.
The differences can be accepted and managed in the following ways, and will not be
flagged up thereafter in the comparison report:
1. Accept Differences: A pair of linked objects having differences such as attribute
values, sizes, connections or sequence, can be accepted as different.

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2. Accept Missing Element: For unmatched objects, such as a drain connection, the
corresponding elements can be accepted as missing. Integrator will still match the
object if it is added subsequently to the model.
3. Disable Matching: For objects that should not be matched ever, such as a tee for a
trunnion, whether or not Integrator has currently matched them, matching can be
disabled.
All of these actions can be reversed and the differences will then revert to being flagged up
in the comparison report. Once a number of differences have been accepted it is necessary
to redo the comparison in order to see the effects. This in turn can change which objects are
matched and thus offer more opportunities to accept differences, and so the process may
take several cycles to achieve the desired results.

5.4.1 Setup for Accepting Differences


Note: Before you can accept differences in Integrator you must ensure the necessary
UDAs have been defined, and you must have created and selected an appropriate
GPSET.

This functionality requires some UDAs to have been configured by an administrator. The
definitions are included in a PML function. In Lexicon navigate to a writable database then
display the Command Line then type:
!!integratorUDAs()
Integrator stores its accepted difference information in GPSET objects. Before using the
functionality a suitable GPSET must have been selected. Refer to Accept Differences
Options.
A compare colour for Accepted Differences can be set in the configuration (refer to
Compare Colours).

5.4.2 How to Accept Differences


Accepted differences are shown with a small green icon in the report and have their own
colour for the graphical views.

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Note: Before a difference on a pair of objects can be accepted, the objects must be linked.
If objects are not linked, the match may not persist in subsequent sessions as it
depends on data values and rules configuration.

If the pair of objects are matched but not linked, right click in the Details tab and select the
option to Link matched elements.

If two objects have not been matched they will be reported on different rows to each other,
and may have been matched to other objects. For example, Integrator by default will not
match an SCINST to a PCOM, but if they have been modelled that way they can be linked to
preserve the design intent. Right click in the Details tab on one of the objects, click on
Select for Linking, and then click on the required object. Then right click on the other object
and click to Link the required pair (there may be more than one choice of link candidates).
After a redo of the comparison they will be lined up in the report. The Accept Differences
option in the right click menu will then be enabled.
Hint: To find a schematic object in the report, drag and drop it from the diagram viewer or
the schematic explorer onto the report. To find a 3D object in the report, click on it in the 3D
view to make it current, then drag and drop it from the design explorer onto the report.
To accept a difference on a pair of linked objects, right click and select Accept Differences.

To accept an unmatched object, right click and select Accept missing element.

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Alternatively if the object is never to be matched then select Disable matching. In the case
of a tee connection, where the connecting branch is not connected into the piping network at
its other end, the branch will also be accepted as missing, or disabled for matching. This
allows, for example, drain connections not detailed on the P&ID to be accepted in one
operation.

To reverse acceptance of a difference, right click and select Reject accepted differences.

To reverse acceptance of a missing element, right click and select Reject acceptance of
missing element.

To reverse a disabled match, right click and select Enable matching.

After a number of accept or reject operations, redo the comparison to see the effect.

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Integrator has a configuration option which allows an administrator to set whether accepted
differences will be ignored, i.e. reported as if the difference had not been accepted (refer to
Configurations).

5.4.3 Ignoring MDS Trunnions


Integrator automatically ignores MDS trunnions. Trunnions are identified as any 3D branch
with :MDSTrun TRUE. This means any trunnion defined in an application other than MDS
can be handled in the same way by setting this UDA. Four connection scenarios are
handled:
An MDS cross will be matched with a schematic tee
An MDS reducer will be matched with a two way schematic reducer
An MDS elbow will be treated like a two way elbow and thus not significant for
comparison
An MDS set-on tee will be ignored and thus not matched or treated as missing
Note: Differences in the SPREF attribute for an MDS cross or reducer will be ignored and
will not be available to copy to 3D in the compare report.

5.5 How Integrator Builds 3D Data


In the Main Table or Diagram Viewer select the objects you want to build, then select
Context Menu > Build. You can also select Build in the Integrator Main Bar Menu. These
options are described in the Main Table Context Menu in Integrator Controls.
You can also initiate Build from the Command Line. This process is described in How to use
Integrator from the Command Line.
When the Integrator builds in 3D it carries out a set of actions under the control of the
Configuration Rules. The rules are described in detail in How to Configure Build Rules.

Note: Integrator can build in the current SITE and ZONE if there is no rule to define the
SITE or ZONE. In order to get Integrator to build in the current ZONE, use the Main
Table Context Menu > Build. If you click in the Diagram Viewer to use its context
menu, the current element will be changed to the schematic object, and Integrator
will no longer be able to build in your intended ZONE.

Note: On build, Integrator automatically copies over the value of any attribute that appears
on both the schematic and 3D object, e.g. Description. The exact set of attributes
varies according to type. You can suppress this by creating an Assign Rule for that
type and attribute and setting its Build Action to ignore. Refer to How to Configure
Build Rules for more detail.

5.5.1 Building Equipment


When the Integrator builds equipment in 3D the following actions are carried out.
The names of an appropriate SITE and ZONE are determined from the rules. The SITE
and ZONE are created if they do not already exist. If there is no rule to define the SITE
or ZONE, Integrator will use the current element, its owner, or the first SITE and ZONE
after the current element.
EQUIpment is created in the appropriate ZONE and named in accordance with the
rules. The name in 3D can be a duplicate of the name on the diagram. Alternatively, a
rule may be used to construct a name from attributes such as DISTAG (display tag).
SUBEquipments are created for each schematic subequipment.

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NOZZles are created for each schematic nozzle and ELCONNs for each schematic
electrical connection (see below how Integrator deals with nozzles and electrical
connections already defined in an equipment template).
If a specification reference has been set on the schematic equipment it will be copied to
the EQUIpment and the equipment template will be instantiated so that it has a
population of primitives. The user has an opportunity to modify the equipment
specification later in the build process.
If the schematic equipment does not have a specification reference but it does have a
description, Integrator will collect all the SPCOms and TABITEms from the equipment
specifications and selection tables, and look for a match against the descriptions of
their owners. If there is a single match this will be set as the specification reference on
the 3D equipment.
If a catalogue reference has been set on a schematic nozzle or electrical connection it
will be copied to the NOZZle or ELCONN. The user has an opportunity to modify the
specification later in the build process.
Nozzle and electrical connection references are set in accordance with the schematic
connectivity if the connecting objects exist in 3D.
If a position has been set on the schematic equipment it will be copied to the
EQUIpment. The user has an opportunity to modify the equipment position later in the
build process.
Attribute values can be set on the EQUIpment, based on attribute values on the
schematic equipment, in accordance with the rules.
The schematic and 3D objects are linked.
Although Integrator always creates nozzles and electrical connections to link to their
schematic equivalents, there may already be appropriate nozzles or electrical
connections defined in an equipment template. Integrator will check in a template for
NOZZles with matching BOREs and for ELCONNs with matching CATREFs. If a match
is found, the schematic nozzle or electrical connection will be linked to the matched
object within the template, and the auto-built NOZZle or ELCONN will be deleted. Any
attribute data, including the name, that were set on the auto-built object in accordance
with the rules, will be copied over to the selected 3D connection in the template.
The user has the opportunity to modify connection details, including changing or
swapping the links between 3D and schematic connections. If a link is moved from an
auto-built NOZZle or ELCONN in the same session that it was built, the auto-built
object will be deleted. The user can also modify the specification of the NOZZles and
ELCONNs.
Note: If you build an equipment which has no specification set, and then select an
equipment specification, the auto matching of nozzles and electrical connections will
not take place, since Integrator has already finished its build function.

Note: If you build an equipment which has a specification set, then modify the specification,
the links and any attribute data copied to the earlier template nozzles and electrical
connections will be deleted.

Some changes to schematic equipment can be propagated to 3D from the Compare Report
form. Refer to How Integrator Compares Schematic and 3D Data.

5.5.2 Building Pipework


When the Integrator builds pipework in 3D the following actions are carried out.
The names of an appropriate SITE and ZONE are determined from the rules. The SITE
and ZONE are created if they do not already exist.

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Integrator Functions in Detail

A PIPE is created in the appropriate ZONE and named in accordance with the rules.
Typically the name will be generated from a number of schematic pipeline attribute
values and can include a sequential number.
BRANches are created equivalent to the schematic branches.
Piping components are created equivalent to schematic piping instruments, valves and
fittings. Rules determine the component type. Components (including valves and
instruments) can be named if rules are defined for this.
Component specification references are copied from the schematic components where
available.
If a specification reference has not been set on the schematic component, Integrator
will try to choose the 3D component from a pipe specification using available data.
Integrator will determine the appropriate specification, generic type and bore(s). Other
selectors such as STYPE can be set by the rules. If Integrator has insufficient data to
make a single choice, it will prompt the user with the selection it is trying to make and
display the Choose form for the user to make the choice.
Connection references are set in accordance with schematic connectivity if the
connecting objects exist in 3D. This includes branch head and tail references, nozzle
connection references, component connection references and connection reference
arrays.
Attribute values can be set on the 3D pipes and components, based on attribute values
on the schematic pipelines and components, in accordance with the rules.
The schematic and 3D objects are linked.
The user has the opportunity to resolve connections where the schematic connection is
directly to schematic equipment. In 3D the connection must be to a nozzle or electrical
connection. When resolving connections the user can select an existing nozzle or
electrical connection or create a new connection.
Where a number of interconnected schematic pipelines are to be built in 3D, it is
recommended to build the main line first, before building offlegs.

Building Missing Components


Integrator can build missing piping components from the Compare Report form. Refer to
How Integrator Compares Schematic and 3D Data.

Building Multiple Pipes for a Single Schematic Pipeline


Currently it is not possible to automatically build part of a schematic pipeline into a pipe, or
to automatically build several pipes from a single schematic pipeline. If a schematic pipeline
is to be represented in 3D as multiple pipes, each pipe must be created using the Pipework
application, and then linked to the schematic pipeline. Individual components could then be
built in 3D from the Compare Report form as described in How Integrator Compares
Schematic and 3D Data.

5.5.3 Building HVAC


Integrator builds HVAC in 3D using a process that is equivalent to that for creating pipework,
but based on schematic HVAC lines, and with its own family of rules.
Integrator uses a look-up table of information relating to the standard AVEVA HVAC
component specification. This data is read from the file HVACStypeTable.xml which is
included in the pdms or marine executables folder. Integrator will look for this file first in the
%<proj>dflts%\modelmanagement folder and then in the pdmsexe folder. This file can be
modified to suit company or project requirements.

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Integrator Functions in Detail

Integrator can build and compare HVAC data provided that the schematic data is consistent
with the standard AVEVA HVAC application catalogue. This means that any HVAC fittings
defined on a diagram must conform to the equivalent 3D HVAC fittings that can be created
from the standard AVEVA 3D HVAC specification.
The information used by Integrator to determine the appropriate component in 3D depends
on the following attributes of the SCHVFI (schematic HVAC fitting) object:

GTYP generic type

SCSTYP specific type

CONARRAY duct shapes for each connection point

WIDARRAY duct widths for each connection point

HEIARRAY duct heights for each connection point

In order for Integrator to be able to build and compare a 3D HVAC component, the
combination of this information from the SCHVFI must correspond to a component in the
standard catalogue. In particular, if there is a branch connection point, it should be P3, with
ARRIVE and LEAVE as P1 and P2 (or P2 and P1) respectively.
An example of a component that would not meet this criteria would be a rectangular, three-
way fitting with a different duct height on P3. In the standard catalogue, duct height (the
depth of the fitting) is equal across the three connection points.
For each GTYP there are one or more available SCSTYPs. To set an appropriate SCSTYP
in AVEVA Diagrams in HVAC mode, navigate to the SCHVFI by selecting it in the diagram or
schematic explorer, click on HVAC > Set SCSTYP, select an SCSTYP from the list and click
Apply.
Integrator can build user defined HVAC fittings provided that the SPREF is set on the
SCHVFI. A configuration rule should be defined in Integrator for SCHVFI elements, to copy
the SPREF if it is set on the source element.

5.5.4 Building Cable


When Integrator builds Cable in 3D the following actions are carried out.
The names of an appropriate SITE and ZONE are determined from the rules.
A CABLE is created in the appropriate ZONE and named in accordance with the rules.
Start and End references are set in accordance with schematic connectivity if the
connecting objects exist in 3D. Connections can be direct to equipment using the
ELCXRF attribute or to ELCONNs.
Attribute values can be set on CABLES in accordance with the rules.
The schematic and 3D objects are linked.
Integrator does not create CORE objects below 3D cables, even if the schematic cable
owns schematic cores. If needed, schematic core data can be referenced from 3D via the
owning cable's SCHLNK attribute.
Integrator builds the individual cables for a Schematic Multi-Cable (SCMCAB). There is no
3D equivalent of SCMCAB.

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Integrator Functions in Detail

5.5.5 Building Offline Instruments


Integrator builds offline instruments in 3D as EQUIpment. In this context, offline instruments
are instruments remote from the pipework (as opposed to instruments modelled as branch
members even if they are located off the centreline of the pipe).

5.6 How Integrator Links Schematic and 3D Objects


In the Main Table or Diagram Viewer select the objects you want to link or unlink, then
select Context Menu > Link or Unlink. You can also select Link or Unlink in the Integrator
Main Bar Menu. These options are described in the Main Table Context Menu in Integrator
Controls.
You can also initiate Link or Unlink from the Command Line. This process is described in
How to use Integrator from the Command Line.
From a schematic object, when the Link option is selected, the Integrator will search for 3D
objects that match according to the currently defined configuration rules. For example, from
a schematic equipment, the Integrator will look for a corresponding 3D equipment object
with a name or other attributes that comply with the rules. If a matching object that is not
already linked is found, it will be offered as the first in a list of candidates for linking, followed
by unlinked non-matching objects.
When linking pipes to a schematic pipeline, you can select more than one pipe to be linked
at the same time.
When the Unlink option is selected, you may be prompted to select exactly which links will
be removed. For example, if schematic, design and engineering objects are all linked
together, you can select whether to unlink just the schematic or just the design object,
leaving the remaining link in place.

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How to Configure Build Rules

6 How to Configure Build Rules

This chapter explains how to configure the rules used by Integrator during Build and
Compare operations. It describes how to use the Integrator Configuration Explorer and
explains the different types of configuration settings.
Integrator configuration rules may be modified by Free users or by General users who are
members of team CUADMIN (the same team is used for Compare/Update configuration).

6.1 Configuration File Location


The rules are stored in a project configuration file. A default configuration file is installed with
Integrator in the AVEVA PDMS or AVEVA Marine executables folder and Integrator will use
this file if it cannot find one specific to the project. In order to customise it for use on a
project, it must be copied to the Project Defaults Model Management folder. For example on
the SAM project it would be:
%SAMDFLTS%\ModelManagement\ProjectConfiguration.xml
Note: End users always access this default configuration file so you need to save to this file
to make any changes available to the project. Administrators can work with any
filename, since any project configuration file opened in the Configuration Explorer
becomes their current file. Thus you can test using a different file and save to the
default filename when ready to deploy the changes.

Note: The administrators current file is remembered across sessions.

6.2 Modifying the Project Configuration File


Project configuration files are modified using the Project Configuration Explorer.

6.2.1 Display the Project Configuration Explorer


In the Integrator Bar Menu select Display > Project Configuration Explorer.
The Project Configuration Explorer will either be initially blank or will display the last set of
modifications carried out.

6.2.2 Open a New or Existing Configuration File


In the File menu select New to create a new configuration, or select Open to open an
existing configuration file.

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How to Configure Build Rules

Figure 6:1. Open a Project Configuration File

There are two options for new configuration files.


An Empty Configuration file will provide some simple default settings but will contain
no rules for building and comparing objects.
A Default Configuration will provide a copy of the configuration file containing a
complete set of example rules that can be used out of the box but are available for
customisation.
To open an existing configuration file select the ProjectConfiguration.xml file in the Open
File dialogue. By default this dialogue will open in the appropriate folder, defined as the
ModelManagement folder under the folder indicated by the project defaults environment
variable, e.g. for the Sample project:
%samdflts%\ModelManagement\ProjectConfiguration.xml
For general users Integrator always uses this folder and file combination to read its
configuration settings. As a Free user or a member of team CUADMIN, you can open
another file, in the Configuration Explorer, and Integrator will use that file for your
subsequent testing, but you must save those settings to the default file name and location in
order to make them available to General users on the project.

Note: If you have moved away from the default folder, use the project defaults environment
variable to get quickly to the appropriate folder. For example, in the Open File
dialogue, for the Sample project, enter %samdflts%\ModelManagement in the
Filename field and then press Enter.

6.2.3 Save Changes to the Project Configuration File


In the File menu select Save to save any changes made to the currently open configuration
file or select Save As to save to a different file.

6.2.4 Discard Changes to the Project Configuration File


In the File menu click on Revert to Saved to discard any changes made to the configuration
file but keep it open.

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How to Configure Build Rules

6.2.5 Exit the Project Configuration Explorer


In the File menu click on Exit to close the Project Configuration Explorer. If you have
unsaved changes you will be prompted to save them.

6.3 Modifying Configuration Settings


Use the Project Configuration Explorer to add new rules and edit existing settings.

6.3.1 Edit Configuration Settings


Use the Edit menu to Cut, Copy, Paste, Delete or Find settings in the configuration file.

6.4 Insert and Edit Configuration Settings


Use the right click context menu on an individual node in the explorer tree to access the
appropriate edit and insert functions at that level. Depending on the current state and
position in the explorer, different settings will be available.

Figure 6:2. Context Menu for Configuration Settings

To edit a section, click on its entry in the tree panel of the Configuration Explorer. Then click
in the appropriate Value field in the grid panel and edit the entry.

6.5 Configuration File Section by Section


The configuration file is divided into a number of sections. Each section is described below
along with examples showing the settings.

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How to Configure Build Rules

6.5.1 Project Defaults


Project Defaults have a name and a single setting. If any are omitted the standard default
values described below will be used.

Figure 6:3. Project Defaults

Real Tolerance
This is the value that will be used to compare real number attributes. Two attribute values
within this tolerance will be deemed to be equal. If no Real Tolerance value is specified the
built-in default is 0.00001.

Distance Tolerance
This is the value that will be used to compare distance attributes. Two attribute values within
this tolerance are deemed to be equal. If no Distance Tolerance value is specified the built-
in default is 0.01.

Distance and Bore Units


These determine which units will be used for distance and bore values embedded within
rules. The options are mm or inch.

Can Create Site


This determines whether a SITE may be automatically created during Build operations if no
suitable SITE already exists (as specified by the project build rules). The built-in default
setting is false.

Can Create Zone


This determines whether a ZONE may be automatically created during Build operations if
no suitable ZONE already exists (as specified by the project build rules). The built-in default
setting is false.

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How to Configure Build Rules

Compare Flanges, Couplings and Unions


By default, flanges, couplings and unions are treated as insignificant for compare. If the
diagrams show these items then they can be set true so that they will be treated as
significant for compare.

Default Configuration, Colours, Category and Rule Set


These determine which settings will be used if an appropriate configuration has not been
defined or has not been selected.

6.5.2 Dictionaries
Dictionaries may be used with the rules to define value strings against given keys. For
example the key might be the setting of an attribute, and the associated value might be
needed to perform correct build or comparison operations. In the example below a
Dictionary has been created for Disciplines.

Figure 6:4. Discipline Dictionary

Here is an example formula that uses a dictionary lookup:


Format('/{0}-{1:D2}-EQUIP', Lookup('Discipline',
FUNC of source), AREA of target)

6.5.3 Spec Queries


Spec Queries list the selectors from pipe specifications that can be used in Selector Rules
elsewhere in the configuration file. The example here shows a single query for STYP as
provided in the out-of-the-box configuration file. Any selector used in the file must be
included in the Spec Queries section, so that it can be recognised as allowable syntax by
Intellisense. If Integrator reports syntax errors in the configuration file, it may be that there
are Selector rules defined using selectors that have not been entered in the Spec Queries
section.
Use the right click menu to insert individual spec queries, or to insert spec queries from
catalogue. This latter option will generate a list of all the selectors used in pipe specifications
in the project, and is intended as an occasional activity for project administrators. Selectors
are project specific although some such as STYP are very common. Note that you do not
need to insert PBOR selectors (PBOR0, PBOR1, PBOR2, etc.) as Integrator uses PBOR
selectors automatically when needed.

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How to Configure Build Rules

Figure 6:5. Spec Queries

6.5.4 Configurations
The Configurations are defined by the administrator to cover the range of uses intended
for their end users. For example, a basic setup to check for matching tagged items and pipe
specifications may be defined for early use on a project, along with a full setup to be used on
mature data. Each Configuration combines a set of Compare Colours, a Comparison
Category and a Rule Set.

Figure 6:6. Configurations

To add a new Configuration, right click in the Configurations node in the explorer tree and
select Insert. Then enter a Name, an optional Description, and select the Colours, Category
and Rule Set from the drop down lists. There will always be at least a default set of Colours
and a default Category. You will need to have defined a Rule Set or imported one from
another configuration file in order to complete the selection.

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Figure 6:7. Defining a Configuration

Each Configuration has a number of options that can also be entered here.
Check Ignore Accepted Differences to report each difference as if it had not been
accepted.
Check Report unpositioned elements to warn when piping components have been built
but not yet positioned and orientated.
Check Strictly limit compare to selected elements to provide a faster report
(recommended). If unchecked, Integrator may take longer to complete the report and may
include additional pipelines. This can occur when matched pipes also partially match
additional pipelines.
Check Compare Lines/Pipes without member hierarchies to compare in Line List mode.
Refer to Comparing in Line List Mode for further information.
The Whole Diagram Compare options allow you to set which main types will be included in
the report for a Compare Diagram operation.

6.5.5 Compare Colours


This Compare Colours settings determine how different conditions will be displayed in the
diagram and 3D views following a Compare action. One of the colours is also used as the
Integrator highlight colour in the 3D view. You can define multiple sets of Compare Colours
to be used with different Configurations.

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How to Configure Build Rules

Figure 6:8. Compare Colours

To add a new set of Compare Colours, right click in the Compare Colours node in the
explorer tree and select Insert. Then enter a Name and click in each colour cell to choose a
colour.

Figure 6:9. Defining a set of Compare Colours

Each Compare State can have a Compare Colour. To change the colour for that state,
click on the colour box to the right of the state and select a colour from the browser.
The Compare States have the following meanings:

Accepted Difference The object has one or more accepted differences, e.g. it has
been accepted as missing, or an attribute difference has been
accepted, or it has had matching disabled
Connection Error The connections on the object in 3D are not consistent with the
connections on the matched schematic object, e.g. a branch is
connected to the wrong nozzle
Difference The values of one or more attributes of the object or its
members in 3D do not conform to the rules, or the sequence of
objects in 3D does not conform to the schematic sequence

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Error An error with the object that can invalidate the comparison will
be noted in the Compare Report and/or the Integrator
Messages dialogue, e.g. an inconsistent connection reference,
or a missing GTYP value leading to a rules evaluation failure
Highlight This is not used for compare - it is the colour used to highlight
objects in the 3D view when selected in the Main Table or
Compare Report
Missing The object is not matched with an object on the other side, e.g.
a component on the diagram is coloured to show that there is
no matching component in 3D, or an item is missing from the
object that is coloured - typically a tube in 3D is coloured to
show where a component is missing when compared against
the matching segment on the diagram
Not Compared The objects have not been compared in the current session
OK Object data has compared correctly according to the rules

6.5.6 Categories
Comparison Categories allow certain categories of difference to be ignored so that
attention can be focused on areas of priority. You can define multiple Categories to be used
with different Configurations. For example in the early stages of a project you may want to
switch off reporting differences in most attributes, but as the data matures you want a full
comparison to be run.
When a category of difference is switched off, the differences concerned no longer appear
as comments or as red icons, and do not participate in the aggregation of differences
reported up the hierarchy (the worst case report), also the relevant rows in the Compare
Report lower Data panel are not shown.

Figure 6:10. Comparison Categories

To add a new Category, right click in the Categories node in the explorer tree and select
Insert. Then enter a Name and use the check boxes to specify which categories of
differences will be reported against which types of objects. You cannot switch off the
reporting of unmatched main type objects such as pipelines and equipment. The Key
Attributes column applies when matching by key attributes according to the rules. The
Spec Attributes column applies to specification attributes PSPE, SPRE and CATR.

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How to Configure Build Rules

Figure 6:11. Defining a Comparison Category

Earlier versions of Integrator had Comparison Categories stored separately. To import these
into the configuration file, right click in the Categories node in the explorer tree and select
Import User Defined Categories.

6.5.7 Rules
Most of the configuration activity will be concerned with the Build and Compare rules. Rules
are organised in RuleSets and RuleGroups and use expression syntax as described below.
At any point during the Build or Compare operation there is one schematic object under
consideration. This object is referred to as the source. The corresponding design object (if
there is one) is referred to as the target. During Compare operations the target will be an
actual corresponding 3D object. During Build operations the target represents a "candidate"
for a 3D object still to be created.

Rule Types
Build and Compare rules have two basic types.
Create rules are used to create new 3D objects during Build, and to check the existence
and type of a matching object during Compare.
Assign rules are used to assign a value to an attribute during Build, and to check the setting
of an attribute on the 3D object during Compare. An Assign rule should always be preceded
by a Create rule in the same block.

Rule Sets
A Rule Set holds all the Rule Groups for a particular pairing of database types. For
example, the sample configuration has a default Rule Set for comparing Design database
content against Schematic database content.

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How to Configure Build Rules

Figure 6:12. Default Rule Set

You can add Rule Sets for other combinations of database types, e.g. schematic and
engineering, for use with Compare/Update.

Note: Compare/Update does not use the Configurations, Colours or Categories. It uses
only the Rule Sets, and will use the first Rule Set it finds appropriate to its current
source and target database types.

Rule Groups
Create and Assign rules are grouped within a Rule Group. Top level Rule Groups have a
Source Type which is the type of object for which they will be applied. Nested Rule Groups
have a logical condition that determines when the rules of the Rule Group will be applied.
When Rule Groups are nested, the inner rules are only applied if all of the conditions of the
owning Rule Groups are met.
The Rule Group name is an alphanumeric string to identify the Rule Group. It is optional
and no check is made that names are unique.
The Rule Group condition is a Boolean expression that is evaluated during Build and
Compare operations.
For Compare rules, the source and target elements can be referred to in the Rule Group
condition. These can be used to refer to attributes or UDAs on the source or target using
the "OF" syntax. For example, NAME of source refers to the NAME attribute of the
source schematic object. User defined attributes can be used in the same way, for example,
:MYATT of source. For Build rules, the target object does not exist and any reference to
it may be undefined.
An extended notation allows access to attributes on related elements - owner, previous,
next, for example, AREA of OWNER of OWNER of target.
Attribute values can be combined and compared using the full power of the expression
syntax described in detail below.

Create Rules
Create rules have a type expression that defines the 3D object type that is to be created
(during Build operations), or that is needed to match (during Compare operations). During
Build operations the object will be created at the appropriate level in the database hierarchy.
The type expression must evaluate to a legal 3D database object type. This can be an
explicit word, e.g. EQUI, or a more complex expression calculated from schematic attribute

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How to Configure Build Rules

settings. As in the Rule Group condition, the current source schematic object is referred to
as source and its attributes are identified using the "OF" syntax, for example, GTYP of
source. More powerful expressions can be created using the syntax described below.
In the situation where more than one 3D object type can be acceptable for comparison
purposes, the Create type expression uses the special Variant function. This defines a list
of all acceptable matching types, for example, Variant (TEE, OLET, FLAN). Each
argument of the Variant function is an expression as defined above. When building, the first
type listed in the Variant function will be used.
When the 3D object being created is to be selected from a specification, the questions and
answers that inform the selection process are listed in Selector rules owned by the Create
rule. Each Selector rule has a Question, e.g. STYP, and a value based on a schematic
attribute, e.g. SCSTYP of source.

Note: Quotes are not required in selector rules as Integrator will automatically include
quotes for text selectors, e.g. a rule with SCSTYP OF source operating on an
SCVALV with SCSTYP PTFE-LINED will generate Choose with STYP |PTFE-
LINED|.

Intellisense Feedback
The Configuration Explorer provides Intellisense feedback to assist with finding the
appropriate entry as you edit a rule. Full syntax available can be displayed at the start of an
entry by pressing the Alt and right arrow keys together. If a letter is entered, the available
words starting with that letter will be displayed.

Figure 6:13. Intellisense Feedback

The user selects a word by double clicking on that line in the drop down list.

6.5.8 Expression Syntax


This section explains the expression syntax available in the Configuration Explorer when
defining rules.

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How to Configure Build Rules

Operators
Arithmetic expressions can be built using the usual conventions:
Operators + and - add and subtract numerical values
Operators * and / multiply and divide numerical values
Brackets () are used to group sub-expressions particularly to build nested
expressions.
Boolean expressions can be built using the following conventions:
Operators eq, ne, lt, le, gt, ge, test for equality, inequality, less than, less than or
equals, greater than, greater than or equals, and apply to a pair of numerical
expressions or a pair of alphanumeric expressions or a pair of Boolean expressions.
(The result will be unpredictable if expressions of different type are compared.)
Operators and and or test for Boolean "and" and Boolean "or" between two Boolean
expressions.
Operator not is used to negate the Boolean expression that follows it.

Attributes
Attributes can generally be included in rules using the of syntax, e.g. NAME of source, but
the dot notation can also be used, e.g. source.NAME. The dot notation is useful for array
attributes, e.g. source.BOREAR[3] < 100.

Functions
The following functions are available (minimum abbreviation shown in bold):

double Sine (double angle) // angle in degrees

double Cosine (double angle) // angle in degrees

double Tangent (double angle) // angle in degrees

double Acosine (double value) // result in degrees

double Atangent (double value) // result in degrees

double Sqrt (double value) // square root

double Log10 (double value) // base 10 logarithm

double Logarithm (double value) // natural logarithm

double Alog10 (double value) // base 10 antilogarithm

double Alogarithm (double value) // natural antilogarithm

double Absolute (double value) // absolute value

integer Fix (double value) // rounded towards zero

integer Ceiling (double value) // rounded up

integer Round (double value) // nearest integer

double Atant (double x, double y) // atan of x/y (degrees)

double Minimum (double a, double b, ) // minimum value

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double Maximum (double a, double b, ) // maximum value

integer Length (string text) // number of characters

integer Occurs (string text, string sub) // number of occurrences of sub in text

integer Instring (string text, string sub) // Position of first occurrence of sub in text

string Asstring (object value) // convert numeric or Boolean value to a string

double Asreal (object value) // convert string value to a double

boolean Asboolean (object value) // convert string or number value to a Boolean

string Substring (string text, integer start [, // substring from the start position of given
integer length]) length (or to end of text)

string Left (string text, integer length) // left part of text

string Right (string text, integer length) // right part of text

string Before (string text, string sub) // left part of text before given substring

string After (string text, string sub) // right part of text after given substring

string Uppercase (string text) // convert to upper case

string Lowercase (string text) // convert to lower case

string Replace (string text, string // replace all occurrences in text of substring
seek, string sub) seek with substring sub

string Trim (string text) // remove leading and trailing white space
from text

string Format (string pattern, object // substitute the values of the arguments into
arg1, ) the pattern string

- details of this are given below

string Lookup (string dictName, string key) // return the value associated with the key in
the given Dictionary

(see Dictionaries section)

boolean Like (string pattern, string text) // test if the text conforms to the wildcard
pattern. Wild characters are:

* - matches any number of characters

? - matches any single character

boolean Between (object test, object // determine if the test object lies between the
lower, object upper) given lower and upper values.

Arguments may be all numerical or all


alphanumeric.

boolean Inlist (object test, object // determine if the test equals one of the given
value1, ) list of values.

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Arguments may be all numerical or all


alphanumeric.

Integer Listposition // the list order position of the current target


element.

in the members list of its owner.

Format Function Details


string Format (string pattern, object arg1, )
The first argument is a pattern string into which the remaining arguments are substituted
according to the format specifications included in the pattern string. This function follows the
conventions defined for the .NET System.String.Format function.
The pattern string contains normal text with the argument formatting elements embedded
within curly braces. For example:
Format('/{0}-{1}-{2:D3}', PREFIX of source, LETTER of source,
NUMBER of source)
This example generates a name from the values of three attributes on the source object.
The first two values are straightforward substitutions. The third value is substituted as an
integer value with a minimum of 3 digits, padded with leading zeros if necessary, e.g. "45" -
> "045".
Another example of a format specifier is {3:F2}. In this example the fourth value is
substituted as a number with two decimal digits, e.g. "3456" is output as "3456.00".
For further information about format specifiers please refer to http://msdn.microsoft.com/en-
us/library/dwhawy9k.aspx.

6.5.9 Example Rule Group for SCEQUI


The following examples illustrate some Rules under a particular Rule Group defined for
schematic equipment.

Figure 6:14. Rule Group for SCEQUI

The Source Type here restricts this Rule Group to be applied only where the source type is
SCEQUI.
Within this Rule Group there is one Create Action. This defines the type of object to be
created during a Build operation, in this case EQUI. The Variant Count is 1, which means
that the Compare operation will always check for an EQUI.

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Figure 6:15. Create Action

There are several Assign Actions. This one assigns a value to the attribute POS on the
target object, taking that value from the POS attribute of the source object. The Build
Action is set and the Compare Action is ignore. These options and their alternatives are
described in more detail below.

Figure 6:16. Assign Action

The Assign Action has several properties. Name is optional. Variants Count has been
described above. Attribute Name is the name of the attribute to be set on the target.
Attribute Value is an expression to generate the value for the target attribute, and can
contain references to source. For build rules it should not contain references to target as
this will be undefined at build time.
Assignee is the object that has the attribute whose value is being set or compared.
Allowable entries are:
target - the target object in 3D, this is the usual setting
owner - the owing ZONE in 3D, described below in the example for NAME
root - the owning SITE in 3D, described below in the example for NAME

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Figure 6:17. Assignee Options

Build Action is the action carried out during a Build operation. Allowable entries are:
set - set the value of the attribute
ignore - do not set the value of the attribute

Figure 6:18. Build Action Options

Compare Action is the action carried out during a Compare operation. Allowable
entries are:
match - the value of the attribute must match the value generated by the rule
matchorexceed - the value of the attribute must be equal to or greater than the
value generated by the rule
matchornotexceed - the value of the attribute must be equal to or less than the
value generated by the rule
matchaskeyattribute - the value of the attribute will be used to find matching
objects in 3D; where key attributes are defined in the rules for a particular type, all
their values on a particular object must match the values generated by the rules, in
order for the 3D object to be identified as a match for the source schematic object
ignore - the value of the attribute will not be compared

Figure 6:19. Compare Action Options

Mismatch Severity determines how a mismatch is reported during a Compare


operation. Allowable entries are:
critical error - the mismatch will be reported as a critical error, indicated by a red
blob icon in the compare report
error - the mismatch will be reported as an error, indicated by a red dot icon in the
compare report
warning - the mismatch will be reported as a warning, indicated by a yellow triangle
icon in the compare report
information - the mismatch will be reported as information, indicated by a blue "i"
icon in the compare report

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Figure 6:20. Mismatch Severity Options

Mismatch Report is an optional text that will be output as a line in the compare report
following the line on which the mismatch itself is reported.

Figure 6:21. Mismatch Report Example

Another Assign Action sets the attribute NAME to be the same in 3D as on the diagram.

Note: Name rules based on target are not well supported in Integrator as target is
undefined until it is actually created. In some cases it defaults to the source object for
data if the target object is not available at that point. Consider an owner rule for
building a ZONE when source is SCPLIN and target is the PIPE. It would seem
reasonable to set the value of the ZONE name based on the SITE name plus a
prefix, e.g. format({0}-{1}, owner of owner of target, LNTP of source). But the
ZONE is created before the target exists and so this rule will not give the desired
result.

Figure 6:22. Assign Action for Name with Format Expression

In the same block there are two further Assign Actions for NAME. The first of these has
Assignee set to owner and contains an expression to define the name of the ZONE.

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Figure 6:23. Assign Action for Owner

The second has Assignee set to root and contains an expression to define the name of the
SITE.

6.5.10 Example Rule Group for SCVALV


This next example illustrates a Rule Group for schematic valves. The Source Type shown
below restricts this Rule Group to being applied where the source object is of type
SCVALV.

Figure 6:24. Rule Group for SCVALV

This Rule Group has a number of nested Rule Groups. The first has a Condition that
applies when the source object has a valid SPRE, denoted by being not equal to Nulref.

Figure 6:25. Nested Rule Group to Copy SPRE

Here is the Condition:

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SPRE OF source NE 'Nulref'


This Rule Group has a Create Action that specifies the type of object to be created during
a Build operation, in this case based on the attribute GTYPE of the source object.

Figure 6:26. Create Action Based on GTYPE

One of the accompanying Assign Actions copies the attribute SPRE from the source
object.

Figure 6:27. Assign Action for SPRE

The second nested Rule Group has a Condition that applies it when the source object
does not have a valid SPRE, denoted by being equal to Nulref.

Figure 6:28. Rule Group to Select from Spec

Here is the Condition:

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SPRE of source EQ 'Nulref'


This Rule Group has a further nested Rule Group that defines it as applying to source
objects with particular GTYPE values.

Figure 6:29. Rule Group for VALV or VFWA

Here is the Condition:


GTYPE OF source EQ VALV OR GTYPE OF source EQ VFWA OR
GTYPE OF source EQ VTWA OR GTYPE OF source EQ 'INST'
This Rule Group also has a Create Action that specifies the type of object to be created
during a Build operation, again based on the attribute GTYPE of the source object.

Figure 6:30. Create Action for VALV

The Create Action has a Selector which will be used during a Build operation to select the
object from the pipe specification. It will also be compared with a severity level of warning.
Each Selector has a Question and Answer. This Selector takes the STYPE from the
source objects SCSTYP attribute.

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Figure 6:31. Selector STYPE

The next Rule Group has a condition that tests for a Check Valve using the SCSTYP
attribute of the SCVALV.

Figure 6:32. Rule Group Condition for Check Valve

This is accompanied by a Report Action that will output an error message in the Compare
report if the flow direction is reversed.

Figure 6:33. Report Action for Check Valve

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Here is the Condition:


ARRI OF source EQ ARRI OF target AND LEAV OF source EQ
LEAV OF target
Note: The values of ARRIVE and LEAVE are checked only for bore compatibility between
the schematic and 3D objects unless a specific rule such as this one is defined.

A Report Action is used when the check required includes an expression based on 3D
data, whereas an Assign Rule compares the whole value of a 3D attribute to an expression
based on schematic data. The following example uses a Report Action to check a substring
of a pipe name. In this example the PIPE name follows the convention Size-Fluid-Area-
LineNumber and the SCPLIN name follows the convention Unit-Size-Fluid-Spec-
LineNumber. To compare the Fluid requires a Report Action with Condition:
before(after(name of target, '-'), '-') eq before(after(after(name of source, '-'), '-'), '-')
An appropriate Mismatch Report would be Fluid code does not match. If the condition
evaluates false, then this message will be output in the report. Note that there is no output if
it evaluates true.

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How to use Integrator from the Command Line

7 How to use Integrator from the Command Line

This chapter explains how to use the Integrator from the command line in macros.

7.1 Integrator Object Initialisation


The main Integrator functions can be run from the command line using the Integrator object.
This must be initialised using the following function:
!!integratorInit()

7.2 Integrator Object Methods


The method signatures for Build, Compare, Link and Unlink are shown below. These
correspond to the interactive operations described in the Main Table Context Menu in
Integrator Controls. The string arguments can be a name like /MyName or a reference like
=123/45678. If duplicate names are used, it is best to always use reference numbers to
avoid confusion. The array arguments are arrays of strings of the same format.
!!integrator.build(!Name is STRING)
!!integrator.build(!Names is ARRAY)
!!integrator.compare(!Name is STRING)
!!integrator.compare(!Names is ARRAY)
!!integrator.link(!Name1 is STRING, !Name2 is STRING)
!!integrator.unlink(!Name is STRING)
!!integrator.unlink(!Names is ARRAY)
The following methods get or set the current project configuration file, get the list of
Configurations defined in the current file, and get or set the selected Configuration:
!!integrator.projectConfigurationFile()
!!integrator.projectConfigurationFile(!Filename is STRING)
!!integrator.getConfigurations()
!!integrator.configuration()
!!integrator.configuration(!Name is STRING)
The following methods return the Names of the Compare Colours, Comparison Category
and Rule Set for the currently selected Configuration:
!!integrator.compareColours()
!!integrator.compareCategory()

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!!integrator.compareRuleset()
By default the Compare Report is generated to the screen. In order to send the report direct
to file the following two lines are needed to suppress the output to screen and set the
pathname:
!!integrator.setReportVisible(false)
!!integrator.setReportPath('c:\reports\rep.xml')
If the pathname of the report file has been specified as shown above, then the report can be
viewed in the Compare form using the following command (note that this command cannot
be used in non-graphics mode).
!!integrator.openReport()
The following methods have been provided to set flags to auto-link matched objects and
auto-update attributes:
!!integrator.setCompareAutoLinkMatches(!Flag is BOOLEAN)
!!integrator.setCompareAutoUpdateAttributes(!Flag is BOOLEAN)
If these are set true then the next use of the compare method will perform these functions.
Integrator link information stored on CYMLNK objects includes references to the linked
objects. It is possible during project execution for these references to become invalid when
objects are deleted. A method is provided to clean up CYMLNK objects with invalid
references.
!!Integrator.validateLinks()
Caution: This method should be used only when all of the databases holding objects that
have been linked are current on the MDB.
The following method can be used to clear the Integrator 3D graphical view drawlist:
!!integratorSupportHandler.intdrawlist().removeall()

7.2.1 Comparison Summary Methods


The following method has been provided to return the Compare Summary statistics
following a comparison run from the command line:
!subTotals = ARRAY()
!typeCategory = ARRAY()
!compareCategory = ARRAY()
!!integrator.getCompareSummary(!subTotals is ARRAY,
!typeCategory is ARRAY, !compareCategory is ARRAY)
The three arrays must be declared empty as shown before this method is called as the
statistics are output to these arrays. The subtotal values are returned as a 2D array of [type
category, compare category] aligned as per the Comparison Category form layout. The
other two arrays return the type and compare category texts as per the same form. For valid
combinations of type and category that have been switched off, the subtotal value returned
is -1. For combinations that are not applicable (for example Sequence Mismatch on an
Equipment) the subtotal value returned is -2.
A simplified interface to these statistics has also been provided. The following method
handles the individual arrays internally and returns the summary text as an array of strings.
It ignores any categories where none were found, the category was switched off, or was not

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applicable. The strings are returned as comma separated values for the category and the
total:
!!integratorSupportHandler.compareSummary() is ARRAY
The following method runs the above method internally and prints the summary to the
command line, formatted to match the summary as seen interactively:
!!integratorSupportHandler.printSummary()

Note: The command line summary methods will return values only for the last comparison
run from the command line, or for the last comparison run interactively whilst the
report is still open.

7.2.2 Accept Differences Methods


A set of methods provide command line access to the functionality for accepting differences.
The following methods can be used to create an acceptance GPWL in a named database or
in the first writable database, create an acceptance GPSET, and select an acceptance
GPSET to be active.
!!integrator.createAcceptanceGPWLD(!GPWLDName is STRING,
!Description is STRING, !OwnerDB is STRING)
!!integrator.CreateAcceptanceGPWLD(!GPWLDName is STRING,
!Description is STRING)
!!integrator.CreateAcceptanceGPSET(!GPSETName is STRING,
!Description is STRING, !OwnerGPWLD is STRING)
!!integrator.SelectAcceptanceGPSET(!GPSETName is STRING)
The following methods can be used to accept differences on an element or accept a missing
element. The methods without the flag are equivalent to the corresponding methods with the
flag set true. Setting the flag false has the effect of reversing any acceptance.
!!integrator.AcceptDifferences(!Name is STRING)
!!integrator.AcceptDifferences(!Name is STRING, !Flag is
BOOLEAN)
!!integrator.AcceptMissingElement(!Name is STRING)
!!integrator.AcceptMissingElement(!Name is STRING, !Flag is
BOOLEAN)
!!integrator.AcceptMissingElement(!Name is STRING, !Flag is
BOOLEAN, !IncludeConnectedBranch is BOOLEAN)
The following methods can be used to disable or enable matching on an element. Setting
the flag false has the effect of disabling matching.
!!integrator.DisableMatching(!Name is STRING)
!!integrator.EnableMatching(!Name is STRING)
!!integrator.EnableMatching(!Name is STRING, !Flag is BOOLEAN)
!!integrator.EnableMatching(!Name is STRING, !Flag is BOOLEAN,
!IncludeConnectedBranch is BOOLEAN)
The following methods can be used to return a report of all accepted differences as an array
of strings, or to print it out in the command window.

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!arrayOfStrings =
!!integratorSupportHandler.acceptedDifferences()
!!integratorSupportHandler.printAllAccepted()

7.3 Example Compare Macro


Below is a complete example macro that compares all schematic equipment and pipelines
that appear on a particular diagram.
-- File: compare macro for user guide.pmlmac

-- Initialise Integrator
!!integratorInit()

-- Collect schematic equipment and pipelines that appear


-- on this drawing
!scgroup = |/Piping_Diagrams|
!sctypes = |SCEQUI SCPLIN|
!diagExp = |name of diaref eq '/A1-51-2003'|
!sccoll = object COLLECTION()
!sccoll.scope(!scgroup.dbref())
!sccoll.types(!sctypes.split())
!sccoll.filter(object expression(!diagExp))
-- Integrator compare method needs array of strings
!comlist = ARRAY()
do !element values !sccoll.results()
!comlist.append(!element.ref.string())
enddo

-- Set report direct to file and do compare


!!integrator.setreportvisible(false)
!!integrator.setreportpath('c:\mac\compareReport.xml')
if (!comlist.size() gt 0) then
!!integrator.compare(!comlist)
handle any
write !!error.text
elsehandle none
-- Write out the compare summary
!!integratorSupportHandler.printSummary()
-- View the report unless running in non graphics mode
if (not istty) then
!file = object FILE('c:\mac\compareReport.xml')
if (!file.exists()) then
!!integrator.openreport()
endif
endif
endhandle
endif

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How to use Integrator from the Command Line

7.4 Diagram Viewer Methods


Some diagram viewer functionality is available via PML methods. To use these methods the
following initialisation is required at the top of each PML file (object, function, or macro)
where these methods are to be used.
import 'IntegratorAddin'
handle any
endhandle
The following initialisation is also required in each method or function where the diagram
methods are to be called.
using namespace 'Aveva.Pdms.IntegratorAddin'
!intMan = object IntegratorManager()
The following methods can be used to clear colours and close the current or all diagrams,
and correspond to the equivalent bar menu entries.
!intMan.resetDiagramColours()
!intMan.resetAllDiagramColours()
!intMan.closeDiagram()
!intMan.closeAllDiagrams()
The findOnDrawing method opens the diagram for one or more schematic objects and
highlights them, in the same way as the main table View on Diagram menu entry. Note that
the argument is an array. If an object appears on more than one diagram, the user will be
prompted to choose which diagram to open. This example shows how to view the linked
schematic object for the current element in 3D.
!itemList[1] = !!ce.schlnk.ref.string()
!intMan.findOnDrawing(!itemList)
Individual schematic objects can be coloured on the diagram view using the following
methods. Note that these methods do not open a diagram or select an object. The results
will be visible only if the relevant diagram is already open in the viewer.
!intMan.setColour(!Name is STRING, !Colour is STRING)
!intMan.setColour(!Name is STRING, !Colour is REAL)

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How to use Integrator from the Command Line

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Schematic 3D Integrator User Guide
How to Customise the Integrator

8 How to Customise the Integrator

This chapter explains how to customise the Integrator using PML to add project specific
actions to the process.

Important: Modification of the AVEVA supplied code in the Integrator PML objects could
compromise the integrity of data managed by the Integrator, and could lead to
adverse effects on project progress. You are advised to carefully test any
modifications to these objects.

8.1 How to Add Functionality with PML


Integrator communicates with PML via events that call methods on PML objects supplied in
the pmllib\Integrator\objects folder. These objects are essential to the correct
functioning of Integrator and should not be modified other than as described below.
The IntegratorProjectHandler object is provided to enable project specific actions to
be added to certain methods. The methods that can be modified are as follows.
BeginBuildCallback
This method is called once prior to any other actions during the Build process.
PreCreateCallback
This method is called prior to the creation of each object in 3D during the Build process
PostCreateCallback
This method is called after the creation of each object in 3D during the Build process
EndBuildCallback
This method is called once after any other actions during the Build process.
BeginCompareCallback
This method is called once prior to any other actions during the Build process.
EndCompareCallback
This method is called once after any other actions during the Build process.
The arguments for each method are specified in the supplied PML.
Each place where customised code can be added is delimited as follows.
--================================================
-- Start of customisation

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-- End of customisation
--================================================
Other methods on the IntegratorProjectHandler object should not be modified.

8.2 How to Distribute Customised Table Layouts


Individual users can customise and save their own table layouts. This process is described
in Save Layout in Integrator Controls. As an administrator you may decide to create a set of
project standard table layouts for all users on the project.
Table layouts are stored in a set of files in the user's Local Settings Application Data folder
for the particular project. Column definitions are stored in a preferences file, for example:
C:\Documents and Settings\john.smith\Local
Settings\Application Data\Aveva\Model Management\Project
Settings\SAM\Preferences.xml
Layout configuration is stored in a file named after the layout in the TableLayouts folder. For
example a layout named Motors would be:
C:\Documents and Settings\john.smith\Local
Settings\Application Data\Aveva\Model Management\Project
Settings\SAM\TableLayouts\Motors
An administrator who has created a set of layouts in their own area can copy the
Preferences file and the TableLayouts folder to the Project Defaults Model Management
folder. For example on the SAM project this would be
%SAMDFLTS%\ModelManagement\
Saved table layouts are checked only at the start of a user's session. An updated set of
layouts copied to the project folder will not be seen by users until their next session.
If a user creates a layout with the same name as a project layout, then the user's layout will
be used.

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Index

Numerics C
2D Table . . . . . . . . . . . . . . . . . . . . . . . . 4:15 Cable . . . . . . . . . . . . . . . . . . . . . . . . . . 5:25
3D Data . . . . . . . . . . . . . . . . . . . . . 5:6, 5:22 Cardinality . . . . . . . . . . . . . . . . . . . . . . . 5:4
3D Links . . . . . . . . . . . . . . . . . . . . . . . . . 5:3 Ceil . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13
3D Objects . . . . . . . . . . . . . . . . . . . . . . 5:26 Colour Coded . . . . . . . . . . . . . . . . . . . . . 5:6
3D Status . . . . . . . . . . . . . . . . . . . . . . . . 5:4 Colour Codes . . . . . . . . . . . . . . . . . . . . 5:13
3D Table . . . . . . . . . . . . . . . . . . . . . . . . 4:15 Column Setup . . . . . . . . . . . . . . . . . 4:3, 4:8
3D View . . . . . . . . . . . . . . . . . . . . . . . . . . 5:6 Command Line . . . . . . . . . . . . . . . . . . . . 7:1
Compare 3:5, 4:10, 4:14, 4:21, 4:30, 5:1, 5:6,
A 6:7
Compare Colour . . . . . . . . . . . . . . . . . . . 6:8
Abs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13 Compare Colours . . . . . . . . . . . . . . . . . . 6:7
Acos . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13 Compare Report 4:21, 4:25, 5:6, 5:10, 5:11,
After . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14 5:12
Alog . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13 Compare State . . . . . . . . . . . . . . . . . . . . 6:8
Alog10 . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13 Compatibility . . . . . . . . . . . . . . . . . . . . . . 1:3
ARRIVE . . . . . . . . . . . . . . . . . . . . . . . . . 6:23 Concepts . . . . . . . . . . . . . . . . . . . . . . . . 5:1
Asbool . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14 Configuration . . . . . . . . . . . . . . . . . . . . . 6:3
Asreal . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14 Configuration File . . . . . . . . . . . . . . . . . . 6:1
Assign Action . . . . . . . . . . . . . . . 6:16, 6:18 Connection . . . . . . . . . . . . . . . . . . . . . . 4:11
Assign Actions . . . . . . . . . . . . . . 6:18, 6:20 Cos . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13
Asst . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14 Create . . . . . . . . . . . . . . . . . . . . . . . . . 6:11
Atan . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13 Create Site . . . . . . . . . . . . . . . . . . . . . . . 6:4
Atant . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13 Create Zone . . . . . . . . . . . . . . . . . . . . . . 6:4
Attribute Value . . . . . . . . . . . . . . . . . . . 5:11 Current Element . . . . . . . . . . . . . . . . . . 4:11
Customise . . . . . . . . . . . . . . . . . . . . . . . 8:1
B CYMWRL . . . . . . . . . . . . . . . . . . . . . . . . 5:5

Bar Menu . . . . . . . . . . . . . . . . . . . . . . . 4:19


D
Before . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14
Between . . . . . . . . . . . . . . . . . . . . . . . . 6:14 Design Explorer . . . . . . . . . 4:14, 4:15, 5:12
Build . . . . . . . . . . . .3:6, 4:14, 4:21, 5:1, 5:2 Diagram . . . 4:9, 4:11, 4:14, 4:21, 5:6, 5:26
Build in 3D . . . . . . . . . . . . . . . . . . . . . . . 4:10 Diagram View . . . . . . . . . . . . . . . . . . 3:2, 3:4
Build Rules . . . . . . . . . . . . . . . . . . . . . . . 6:1 Diagram Viewer . . . . . . . . . . . . . . 4:16, 4:23

Copyright 1974 to current year. Index page 1 12 Series


AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Schematic 3D Integrator User Guide

Dictionaries . . . . . . . . . . . . . . . . . . . . . . . 6:5 Main Object Type . . . . . . . . . . . . . . . . . . 4:2


Display . . . . . . . . . . . . . . . . . . . . . . . . . 4:20 Main Table . . . . . . . . 4:1, 4:6, 4:7, 4:9, 4:22
Distance Tolerance . . . . . . . . . . . . . . . . . 6:4 Main Type . . . . . . . . . . . . . . . . . . . . . . . 3:1
Distance Units . . . . . . . . . . . . . . . . . . . . . 6:4 Max . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14
Drag and Drop . . . . . . . . . . . . . . . . . . . 5:12 Min . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13
Multiple Pipes . . . . . . . . . . . . . . . . . . . . 5:24
E
N
Exit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:3
Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1 New . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1
Export to Excel . . . . . . . . . . . . . . . . 4:6, 4:9
Expression Syntax . . . . . . . . . . . . . . . . 6:12 O

F Occurs . . . . . . . . . . . . . . . . . . . . . . . . . 6:14
Offline Instruments . . . . . . . . . . . . . . . . 5:26
File . . . . . . . . . . . . . . . . . . . . . 4:26, 6:1, 6:2 Open . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1
Fix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13 Operators . . . . . . . . . . . . . . . . . . . . . . . 6:13
Format . . . . . . . . . . . . . . . . . . . . . 6:14, 6:15
Function . . . . . . . . . . . . . . . . . . . . . . . . 6:15 P
Functionality . . . . . . . . . . . . . . . . . . . . . . 8:1
Functions . . . . . . . . . . . . . . . . . . . . . . . 6:13 Pan . . . . . . . . . . . . . . . . . . . . . . . . . 3:4, 4:17
Pick Connection . . . . . . . . . . . . . . . . . . 4:13
G Pick Connections . . . . . . . . . . . . . . . . . 4:13
PML . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1
Getting Started . . . . . . . . . . . . . . . . . . . . 3:1 Print Preview . . . . . . . . . . . . . . . . . . 4:6, 4:9
Project Defaults . . . . . . . . . . . . . . . . . . . 6:4
H Pseudo Attributes . . . . . . . . . . . . . . . . . . 5:4

Hide . . . . . . . . . . . . . . . . . . . . . . . . 4:8, 4:19 R


HVAC . . . . . . . . . . . . . . . . . . . . . . . . . . 5:24
Real Tolerance . . . . . . . . . . . . . . . . . . . . 6:4
I Replace . . . . . . . . . . . . . . . . . . . . . . . . 6:14
Right . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14
Inlist . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14 Round . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13
Inst . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14 Rule Group . . . . . . . . . . . . . . . . . . 6:20, 6:21
Intellisense . . . . . . . . . . . . . . . . . . . . . . 6:12 Rules . . . . . . . . . . . . . . . . . . . . . . . . . . 6:10

L S
LEAVE . . . . . . . . . . . . . . . . . . . . . . . . . 6:23 Save . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:2
Left . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14 Save As . . . . . . . . . . . . . . . . . . . . . . . . . 6:2
Len . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14 Save Changes . . . . . . . . . . . . . . . . . . . . 6:2
Link . . . 3:7, 4:10, 4:14, 4:21, 5:1, 5:2, 5:26 Save Layout . . . . . . . . . . . . . . . . . . . 4:6, 4:9
Listposition . . . . . . . . . . . . . . . . . . . . . . 6:15 Save Layout As . . . . . . . . . . . . . . . . 4:6, 4:9
Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13 SCEQUI . . . . . . . . . . . . . . . . . . . . . . . . 6:15
Log10 . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13 Schematic . . . . . . . . . . . . . . . . . . . . . . . 5:2
Lookup . . . . . . . . . . . . . . . . . . . . . . . . . 6:14 Schematic Pipeline . . . . . . . . . . . . . . . . 5:24
Lower . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14 SCSTYP . . . . . . . . . . . . . . . . . . . . 6:21, 6:22
SCVALV . . . . . . . . . . . . . . . . . . . . 6:19, 6:22
M Settings . . . . . . . . . . . . . . . . . . . . . . 4:4, 4:8
Show . . . . . . . . . . . . . . . . . . . . . . . 3:1, 4:19
Macro . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:4 Sin . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13
Main Bar . . . . . . . . . . . . . . . . . . . . . . . . 4:21 Sqrt . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13
Main Object . . . . . . . . . . . . . . . . . . . . . . 4:21 STYPE . . . . . . . . . . . . . . . . . . . . . . . . . 6:21

Copyright 1974 to current year. Index page 2 12 Series


AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Schematic 3D Integrator User Guide

Subs . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14
Subtype Table . . . . . . . . . 4:1, 4:7, 4:9, 4:14
Subtype Tables . . . . . . . . . . . . . . . . . . . . 4:7

T
Table Layouts . . . . . . . . . . . . . . . . . . . . . 8:2
Tan . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:13
Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . 4:17
Trim . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14

U
Unlink . . . . . . . . . .3:7, 4:10, 4:21, 5:2, 5:26
Update . . . . . . . . . . . . . . . . . . . . . . . . . 4:31
Upper . . . . . . . . . . . . . . . . . . . . . . . . . . 6:14

V
View . . . . . . . . . . . . . 4:11, 4:14, 4:22, 4:28
Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . 4:18

Z
Zoom . . . . . . . . . . . . . . . . . . . . . . . 3:4, 4:17

Copyright 1974 to current year. Index page 3 12 Series


AVEVA Solutions Limited and its subsidiaries.
All rights reserved.

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