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P&ID Manager User Guide
Contents Page
PID Manager
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
AVEVA P&ID Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Accessing P&ID Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Pre-configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3
Post Installation Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3
Module definition configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3
Database configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3
UDA creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3
Mapping Set-Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4
ISO15926 Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4
Attribute Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4
Page Matching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:6
1 Introduction
• The Options sub-menu is used to set options which control how P&ID Manager
operates. See Section 3 P&ID Manager Options.
For pre-configuration details, i.e. details of procedures that should be completed before
starting to use P&ID Manager, see Section 2 Pre-configuration.
• The Display sub-menu is used to view imported data in a hierarchical data Explorer,
and to view imported P&IDs. See Section 6 P&ID Manager Explorer and Section 7
Viewing Imported Diagrams.
A number of reports can be run on the Schematic Database. For further details, see Section
8 P&ID Manager Reports.
2 Pre-configuration
The source data may use system specific attributes in order to specify how segments are
connected across diagrams. In order to ensure that cross page connections can be
connected during import do the following:
1. Choose a sample of the source files
2. For each file find the values of the CrossPageConnection/@AttributeName
For example:
Notes
• The UDA :Pmgdfltmatch is defined for this purpose, if more than one attribute is
identified then more UDAs may need to be defined.
• PipeId is used in the VPE and P&ID Designer exports for matching page connections
and is provided pre-configured for page matching to operate from these source tools.
Please see Section Viewing/Editing Attribute Mapping in Chapter P&ID Manager Options for
further information.
The Options dialog is used to set options which control how P&ID Manager operates. To
access the Options dialog, select Options from the P&ID Manager menu. The Options
dialog is then displayed. The Options dialog can also be accessed from the Import dialog
(see Section 5 Importing Diagrams).
Some elements in the schematic database may be accessed by AVEVA P&ID 3D Integrator,
for integration into the PDMS design database. Access to such elements by AVEVA P&ID
3D Integrator is controlled by the schematic database release status of these elements.
The Element Release tab is used to specify:
• The element release status related actions carried out during the import of an
ISO15926 file into the schematic database.
• If the Release Comment dialogue box is displayed during release related activities,
either initiated during an import, or from the P&ID Manager user interface.
The effects of selecting each of these options on the release status of elements is shown in
the following table:
Note: If the Error if currently released option is selected, an error message will be
displayed when items that are already present in the database and are released, are
re-imported. The import of such elements will be aborted.
The File Locations tab is used to specify the default folders for data imports and exports.
Browse for the required folder and press the OK button. The new location is then displayed
in the Default Location field.
The dialog lists all of the projects on the current PDMS installation for which P&ID Manager
options have been saved.
Press the OK button. The options are then copied from the selected project. A message is
displayed when the copy is complete.
The options specified for the current database are then exported to that location into a file
with the default name of <Project>_Options.zip. A message is displayed when the
export is complete.
Note that not all schematic items have equivalents in the 3D database. Such items do not
need to have mappings set up against their ISO15926 designations.
To view or edit the mappings between ISO15926 designations and corresponding GTYPE/
SCSTYPE combinations, press the View/Edit ISO 15926 Mapping button. The ISO15926
Mapping dialog is then displayed.
The grid displays any mappings that have already been set up. A limited set of default
mappings are supplied with P&ID Manager.
To add a new mapping, click on the blank row at the bottom of the grid enter the designation
of the schematic item type in the ISO 15926 Designation field.
Note: Lists of designations can be imported into these fields from a file, or from another
database (see below).
Browse for the XML file that contains the designations. Once the file is selected, press the
Open button. This button will not be active until an XML file has been selected.
The designations in the file are then copied into the ISO 15926 Designation fields. Note
that designations already listed in these fields are not imported, and therefore existing
mappings will not be overwritten.
If the selected file does not contain any valid designations, an error message is displayed.
To set up a rule:
1. In the Rule field enter a Regular Expression that is used to select which designators
are to be mapped using the rule.
For example, if the rule is to map Control Valves, enter CONTROL VALVE. If the rule is
to be used to map different sorts of valve, enter VALVE. All designators containing
"VALVE" would be mapped using this rule.
- Example
The list of designators is as displayed below:
The dialog lists all the Schematic databases in the Master database (MDB).
To select the database(s) to import designations from, check the appropriate Apply
checkboxes.
Once the required selections have been made, press the OK button. The import then takes
place.
Press the Cancel button to close the dialog without proceeding with the import.
The designations in the selected databases are then copied into the ISO 15926
Designation fields. Note that designations already listed in these fields are not imported,
and therefore existing mappings will not be overwritten.
The dialog lists all the Schematic databases on the MDB. Select the required databases as
described above, and press the OK button.
Proceed as follows for each mapping to be set up or edited. Enter new mappings in the
blank row beneath the completed rows:
1. The Type field displays the SCTYPEs to which the mapping is to be applied. To select
the SCTYPEs, press the ... button at the end of the field. The Select Values dialog is
then displayed.
2. The Select Values dialog consists of two lists. The Available Values list lists the
SCTYPEs which are available for selection. The Selected Values list lists the
SCTYPEs that have been selected.
To select an SCTYPE, select it in the Available Values list and press the > button to
transfer it to the Selected Values list.
To de-select an SCTYPE, select it in the Selected Values list and press the < button to
transfer it back to the Available Values list.
Use the >> button to move all SCTYPEs to the Selected Values list. Use the << button
to move all SCTYPEs to the Available Values list.
Press the OK button once the required SCTYPEs have been selected. The selected
SCTYPEs are then displayed in the Type field.
Press the Cancel button to close the dialog without saving any selections that have
been made.
3. In the Database Attribute Name field, select from the drop-down list the attribute to
which the source file attribute is to be mapped to. The list of attributes available will
consists of those of the selected SCTYPEs.
4. Enter the name of the source file attribute in the Source Attribute Name field.
5. In the Unit field, if applicable select the type of unit (e.g. weight, volume) associated
with the user defined attribute from the drop-down list.
On import, the type of unit will be converted to the unit of measure (e.g. kilogram, cubic
metres) specified on the Units tab of the Options dialog.
6. In the Source File Format field select the import source file format associated with the
source file attribute from the drop-down list. Select * for all formats.
7. The Versions field displays the versions of the source file format associated with the
source file attribute. To select the versions, press the ... button at the end of the field.
The Select Values dialog is then displayed. See step 2 for details.
To view or edit the groups into which diagrams, off-line equipment, equipment and pipelines
are imported into, select the View/Edit Import Destination Groups button. The Import
Destination Groups dialog is then displayed.
The Database field displays the name of the current Schematic database. To view/change
the import destination groups of another database, select it from the drop-down list. The list
consists of every Schematic database in the MDB.
The grid beneath the Database field lists the four element types and the names of the
groups into which they are imported.
To select a different group for an element type, select the ... button at the end of the row.
The Select Group dialog is then displayed:
Browse for the required group and select the OK button. Press the Cancel button to close
the dialog without making any changes.
Repeat as required for each of the four element types.
Press the OK button to close the Import Destination Groups dialog and save the changes
that have been made. Press the Cancel button to close the dialog without saving changes.
The default position is entered in the Off Line Equipment and Instrument Default
Position field. For example:
For details of the format in which the coordinates must be entered, refer to PDMS 12.0
documentation.
If the checkbox on the Import dialog is checked, then attribute values not present in
imported files will be replaced by default values, which will overwrite the existing values of
those attributes in the database.
If the checkbox is unchecked, existing values of attributes in the database will be retained
when imported files do not include values for these attributes.
Different diagrams may include measurements in different units of measure. For example,
on one diagram weight may be measured in Kilograms, on another it may be measured in
Pounds. On import, all such measurements are converted into the units of measure used in
the schematic database.
The Units tab is used to select the units of measure that measurements are to be converted
into. For example, the tab can be used to specify that all weight attributes values are to be
converted into Kilograms and all Volume attribute values are to be converted into Cubic
Metres.
In the Angle, Area, Pressure, Temperature, Volume and Weight fields, select the unit of
measure to be applied to values measured in these unit types.
Note that the value in the Distance field cannot be changed because all distances are
stored in millimetres in the database.
The default units of measure are as follows:
Changing the unit of measure for a unit type will not update the units of measure for
instances of this unit type that have already been imported. Previously imported data must
be re-imported for the change to take effect.
The P&ID Manager default UDAs include attributes on the SCDIAG elements that store the
units of measure used when a diagram is loaded. If you need to determine the units for an
attribute value determine which diagram the element was last loaded from and view the
appropriate :Pmgunts attribute for the diagram.
The maximum number of diagrams that can be open at the same time in the P&ID Manager
Diagram Viewer is specified on this tab.
Enter the required number in Maximum number of diagrams which may be viewed
concurrently field.
The minimum number is 1. The maximum number is 20.
Browse for and select the XML file or files of the diagrams to be previewed (each file
contains data for a single P&ID), and press the Open button. The default import file location
is specified on the File System tab of the Options dialog (see Section 3 P&ID Manager
Options).
Note that there is a limit to the number of diagrams that can be viewed at the same time.
This is set on the View tab of the Options dialog (see Section 3 P&ID Manager Options). An
error message is displayed if more files than this number are selected.
If all of the selected files are invalid, an error message is displayed, listing the invalid files.
No diagrams are displayed.
If some of the selected files are invalid, a warning message is displayed, listing the invalid
files. The message gives the user the option of continuing or cancelling. If the user chooses
to continue with the procedure, only diagrams associated with valid files are displayed.
The viewer displays the selected diagrams. Each diagram is displayed on a tab, labelled
with diagram file name.
Hover the mouse cursor over a tab to display the file name and location of the diagram file.
If multiple diagrams are being displayed, their tabs may not all fit in the viewer window. If this
is the case, forward > and back < buttons will be displayed in the bottom-right hand corner
of the window to enable these tabs to be displayed.
Zoom In
Zoom Out
Set Bookmark - saves the current view - saved views are known as bookmarks
Previous Bookmark - sets the view to the bookmark that was set before the
current bookmark
Next Bookmark - sets the view to the bookmark that was set after the current
bookmark
Delete Bookmark - deletes the current bookmark
Note: Bookmarks are not saved when the Diagram Viewer is closed.
5 Importing Diagrams
Browse for and select the XML file or files of the diagrams required for import into the
Schematic database, and press the Open button. The default import file location is specified
on the File System tab of the Options dialog (see Section 3 P&ID Manager Options).
The files contain engineering item and graphical data. This data is exported from AutoCAD
P&ID drawings using the AVEVA P&ID Designer, from AVEVA VPE P&ID, and other
supported P&ID systems. Contact your AVEVA Sales office for details.
If all of the selected files are invalid, an error message is displayed, listing the invalid files.
The file selection is cancelled.
If some of the selected files are invalid, a warning message is displayed, listing the invalid
files. The message gives the user the option of continuing with the import or cancelling. If
the user chooses to continue with the import, only the valid files are imported.
Note: The diagram name attribute in the schematic database has a maximum length of 50
characters. Diagram names in the schematic database begin with a “/” character. If
a diagram name in an import file does not begin with a “/” character, then P&ID
Manager adds one to the beginning of the diagram name on import.
Diagram names in import files may therefore be no more than 50 characters, if the
diagram name begins with a “/” character, or no more than 49 characters if the
diagram name does not begin with a “/” character. If these lengths are exceeded then
the import of that file will fail. A message indicating the reason for the import failure
will be included in the import summary.
The Import Dialog is then displayed.
The dialog is used to select import options, and to carry out the import.
The selected files are displayed in two grids:
• The New Diagrams grid lists files containing details of diagrams that are not present in
the database.
• The Updates to Existing Diagrams grid lists files containing details of diagrams that
are already present in the database.
If the name of the diagram in a file matches the name of a diagram that has been imported
before, the system adds the file to the Updates to Existing Diagrams grid. Otherwise the file
is added to the New Diagrams grid.
If required, diagrams can be moved from one grid to another (see below).
To select additional files for import, select the Add Diagrams button.
The Open dialog is then displayed. Select files as described in Section 5.1 Selecting
Diagrams for Import.
To delete a file, either right-click on it and select the Remove Row option from the menu
that is then displayed, or press the Delete key.
To exit the Import dialog without completing the import, press the Cancel button.
To move a file or files from the Updates to Existing Diagrams grid to the New Diagrams grid,
select it/them in the Updates to Existing Diagrams grid and either double-click on it, or press
this button:
To move all files from the Updates to Existing Diagrams grid to the New Diagrams grid,
press this button:
The Destination SCGROUP fields are used to select database locations for new diagrams,
i.e. where they will be located in the database after the import has taken place. The field
defaults to the default location specified in the P&ID Manager options (see Section 3 P&ID
Manager Options).
Default destination groups will be created on first use of the P&D Manager if they do not
already exist in the schematic database.
• Selecting a SCGROU
To select a different location for a diagram, press the button at the end of the field:
The Matched DB Diagram Name fields display the diagram name of the diagrams in the
database that the listed diagrams will updated when the import takes place.
Where a diagram was placed in this grid by the system, the Matched DB Diagram Name
field will be the same as the entry in the Diagram name. A different diagram can be selected
if required (see below).
If the diagram was transferred into this grid by the user from the New Diagrams grid, the
field will be blank. If must be completed before the import can take place.
The grid displays the file name and diagram name of each diagram selected for import.
The Import Status fields display the import progress of each diagram, i.e. whether they are
waiting to be processed, currently being imported, successfully imported, imported but with
errors, or failed to be imported.
Each diagram is processed in turn. Once this has been completed, P&ID Manager attempts
to match any off-page connections in the imported diagrams with those of diagrams already
in the Schematic database.
Beneath the grid, the overall progress of the above processes, and status of the import is
displayed.
To close the dialog after the import is completed, press the Close button.
The dialog is divided into two grids. The Import Diagrams grid lists the imported diagrams
and their file names. The Import Diagram Errors displays the error messages associated
with the diagram selected in the Import Diagrams grid.
To close the Import Errors Report dialog, press the Close button.
The dialog presents a summary of the imported data including any encountered error
messages.
To copy the summary to a text file, press the Write to File button. In the Save As dialog that
is then displayed, select the name and location of the text file.
To close the dialog, press the Close button.
To save changes to the database, either select the Save Work toolbar button , or select
the Save Work option from the Design menu.
Once imported into the Schematic database, P&ID data can be viewed in a hierarchical data
Explorer.
The Explorer can also be used to release the data in the Schematic database to the P&ID
3D Integrator.
Schematic WORL *: The topmost level of the Schematic database hierarchy within which
all other elements exist. Cannot be moved, renamed or deleted.
SCGROU: Administrative elements containing groups of elements.
By default, groups for Diagrams, Instruments, Equipment and Pipelines are created
automatically when these elements are imported into the database. Other groups are
created as required by users (see Section Creating Groups). The default groups can be
changed using the Options dialog (see Chapter P&ID Manager Options).
Note: Groups may also contain other groups, which may in turn contain any of the
elements a higher level SCGROU may contain.
SCDIAG: Diagram elements. Diagrams elements are either imported, or created by the user
(see Section Creating Diagrams).
SCEQUI: Equipment.
SCPLIN: Pipelines.
Note: The following schematic element types are not supported by P&ID Manager in the
current release:
SCHVAC
SCPDES
SCDUCT
SCHVFI
SCELCO
SCCAB
SCCORE
SCTEMP
SCSTEN
Group menu:
Diagram menu:
Enter the name of the new group. The following characters are not permitted in the name of
an element:
$
@
*
' '
A name may be a maxiumum of 50 characters, and must be unique within the schamatic
database.
Press the OK button. The group is then created beneath the selected element.
• Creating Diagrams
To create a diagram, right-click on SCGROU element in which the diagram is to be located,
and, select the Create > SCDIAG option from the menu.
Enter the name, description, title and number of pages of the new diagram. See Section
Creating Groups for element naming rules.
Press the OK button. The new diagram is then added to the Explorer.
Diagrams created in this way (rather then added to the database via the import facility) can
act as placeholders until associated data can be imported.
• Viewing Diagrams
To view a diagram, select the diagram element, right-click, and select the Show Diagram
option from the menu.
The diagram is then displayed in the P&ID Manager Diagram Viewer. See Viewing Imported
Diagrams for details.
• Deleting Diagrams
To delete a diagram, select the diagram element, right-click, and select the Delete option
from the menu. The Delete Diagram dialog is then displayed.
The name of the selected diagram is displayed in the title bar of the dialog.
To delete only the diagram, leaving those elements associated with it (i.e. the items on the
diagram) in the database, select the Diagram Only option.
To delete both the diagram and associated elements, select the With Contents option. Note
that elements that are also associated with other diagrams are not deleted.
Press the OK button to complete the deletion.
Note: If an element is deleted, all elements beneath it in the element hierarchy are also
deleted.
Enter the new name of the element. See Section Creating Groups for element naming rules.
Press the OK button.
It is not recommended that SCDIAG elements are renamed once loaded as it will affect the
ability of P&ID Manager to maintain the data associated with the diagram. Rather than
rename a diagram, it may be better to delete the diagram element and its related elements
from the database and reimport the diagram with the new name.
Note: The selected location must be valid for the element type in the hierarchy. For
example, a diagram element can be placed beneath a group element, but not the
other way round.
When an element is released, all its “child” elements (i.e. the elements beneath it in the
database, such as the nozzles of an equipment item) are released as well. Such elements
cannot be released independently of their parent elements.
When a diagram element is released, all elements that appear on that diagram are also
released.
To release an element and its child elements, right-click on it and select the Release to 3D
Status – ON option from the menu.
To release all the elements in a group that are eligible for release, right-click on the
SCGROU element in question and select the Release to 3D Status – ON option from the
menu.
To release all elements in the database that are eligible for release, right-click on the
WORL* element and select the Release to 3D Status – ON option from the menu.
The Comment dialog may then be displayed.
Whether or not this dialog is displayed is specified on the Element Release tab of the
Options dialog. See P&ID Manager Options.
Enter comments as required, and press the OK button to complete the release.
• Unreleasing Data
To Unrelease an element, so that it is no longer available to the P&ID 3D Integrator, right-
click on the element and select the Release to 3D Status – OFF option from the menu.
The Comment dialog may then be displayed as described above. Enter comments as
required, and press the OK button
The element and all its child elements are no longer accessible by the P&ID 3D Integrator.
Note: Changes made in the explorer are not saved into the database until a Save Work
takes place.
or
• select a diagram or diagrams in the P&ID Manager Explorer, and select Display >
Diagram Viewer from the P&ID Manager menu.
Note: If the viewer was used earlier in the session and then closed, those diagrams that
were being displayed when the viewer was closed will automatically be displayed
again the next time it is opened during that session.
The viewer displays the selected P&IDs. Each P&ID is displayed on a tab, labelled with
diagram name.
Hover the mouse cursor over a tab to display the status and name of the diagram.
For further details of the viewer functionality, refer to Section 4.2 P&ID Manager Diagram
Viewer.
Reports can be run on the Schematic database. The following report templates are provided
for this purpose:
To run a report
Select Utilities > Reports > Run from the main menu.
To view or modify a template
Select Utilities > Modify > Report.
To create a new template
Select Utilities > Reports > Create.
For further details
Refer to the Reporting Using PDMS manual.
This appendix explains how to use regular expressions to specify the GTYPE, and
optionally the SCSTYPE, that will be automatically mapped to an ISO15926 component
class when using the Auto Complete feature of the Options dialog (see Section 3.4.1 Setting
up Rules for Automatic Completion of ISO 15926 Mappings). It is not intended as a
comprehensive guide to Regular Expressions.
Regular Expressions are used to identify text containing characters, words, or patterns of
characters.
Regular Expressions are written in a formal language that can be interpreted to identify text
that matches the provided expression. Regular expression use metacharacters, which are
characters which have a special meaning, and literals, which are the string you wish to
match.
In this section all example Regular Expressions are shown in Courier New. All examples
of text that would match a Regular Expression used as an example are shown in Courier
New Bold.
The following operations are used to construct regular expressions.
9.1 Alternation
A vertical bar is used to separates alternatives. For example, CHECK|CHK will match both
CHECK and CHK.
9.2 Grouping
Parentheses are used to define the scope and precedence of the operators. For example:
analog|analogue
and…
analo(g|(gue))
These are equivalent, and would return positive matches on both analog and analogue.
Parentheses have other uses in Regular Expression construction which are beyond the
scope of this guide.
• ? The question mark indicates there is zero or one of the preceding element. For
example, too? matches both to and too.
• * The asterisk indicates there are zero or more of the preceding element. For example,
ab*c matches ac, abc, abbc, abbbc, and so on.
• + The plus sign indicates that there is one or more of the preceding element. For
example, ab+c matches abc, abbc, abbbc, and so on, but not ac.
The following table contains explanations of the meaning of some commonly used Regular
Expression metacharacters, and provides some simple examples of their use, to define how
P&ID Manager may automatically determine the GTYPE and optionally the SCSTYPE that
should be applied to an ISO15926 component class on import.
9.4.1 Case
Regular Expressions are case sensitive, and capitalised metacharacters often have different
meanings to their lowercase equivalents.
By default regular expression matching is also case sensitive.
Component class names in an ISO15926 format import file are in Camel case. Camel case
is the practice of writing compound words or phrases, in which the words are joined without
spaces and are capitalised within the compound. For example:
BallValve
On importing an ISO15926 file, P&ID Manager converts component class names from
Camel case to upper proper case. The above example would be converted to:
BALL VALVE
All ISO 15926 Designator references made within P&ID Manager should be in upper proper
case.
All references made to ISO 15926 designators in auto complete rules, either in full, as in:
BALL VALVE
...or as part of a regular expression:
^BALL
9.4.2 Matching
To match a group of characters, surround the characters with parenthesis. For example:
(PINCH VALVE)
Will find a match wherever PINCH VALVE appears in a Component Class, such as:
PISTON ACTUATED PINCH VALVE
PINCH VALVE
To exactly match a literal in a regular expression ensure that the expression begins with the
^ character and ends with the $ character. For example:
^(PINCH VALVE)$
This will match PINCH VALVE but will not match PISTON ACTUATED PINCH VALVE.