Training Guide

AVEVA Engineering 15.1

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Engineering User Training /1 CN
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AVEVA Engineering (15.1) Engineering User Training

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Revision Log

DATE REVISION DESCIPTION OF REVISION AUTHOR REVIEWED APPROVED

04/09/2019 1.0 Approved for Training 15.1 Fix 5 CL/DA/SB KI GC

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Updates
All sections containing updated content will have the update icon in the heading.
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Suggestions / Problem
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If you a have a suggestion about this manual or the system to which it refers please report it to AVEVA Training and
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Product Support at [email protected]

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This material provides documentation relating to products to which you may not have access, or which may not be
licensed to you. For further information on which products are licensed to you please refere to your licence
conditions.
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Visit our website at http://www.aveva.com

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.

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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 Notice
All intellectual property rights, including but not limited to, copyright in this Training Guide and the associated
documentation belongs to or is licensed to AVEVA Solutions Limited or its affiliates.

All rights are reserved to AVEVA Solutions Limited and its affiliates companies. The information contained in this
Training Guide and associated documentation is commercially sensitive, and shall not be adapted, copied, reproduced,
stored in a retrieval system, or transmitted in any form or medium by any means (including photocopying or electronic
means) without the prior written permission of AVEVA Solutions Limited. Where such permission is granted, AVEVA
Solutions Limited expressly requires that the Disclaimer included in this Training Guide and this Copyright notice is
prominently displayed at the beginning of every copy that is made.

Licenses issued by the Copyright Licensing Agency or any other reproduction rights organisation do not apply. If any
unauthorised acts are carried out in relation to this copyright work, a civil claim for damages may be made and or

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criminal prosecution may result.

AVEVA Solutions Limited and its affiliate companies shall not be liable for any breach or infringement of a third party's
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intellectual property rights arising from the use of this Training Guide and associated documentation.
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@AVEVA Solutions Limited 2019

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Trademark Notice
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AVEVA, AVEVA Everything3D, AVEVA E3D, [AVEVA Tags], Tribon and all AVEVA product and service names are trade
marks of AVEVA Group plc or its subsidiaries
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Use of these trade marks, product and service names belonging to AVEVA Group plc or its subsidiaries is strictly
forbidden, without the prior written permission of AVEVA Group plc or AVEVA Solutions Limited. Any unauthorised
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use may result in a legal claim being made against you.

Fluent is a trade mark of Microsoft Corporation. The Fluent user interface is licensed from Microsoft Corporation by
AVEVA and use of the Fluent trade mark is strictly forbidden

All other trade marks belong to their respective owners and cannot be used without the permission of the owner.

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AVEVA Engineering (15.1) Engineering User Training

Table of contents

REVISION LOG ........................................................................................................................................ 3

UPDATES ...................................................................................................................................................... 3

SUGGESTIONS / PROBLEM ................................................................................................................................... 3

DISCLAIMER ......................................................................................................................................................... 3

COPYRIGHT NOTICE ................................................................................................................................ 4

TRADEMARK NOTICE .............................................................................................................................. 4

INTRODUCTION .................................................................................................................................... 10

AIM ................................................................................................................................................................... 10

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OBJECTIVES........................................................................................................................................................ 10
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PREREQUISITES .................................................................................................................................................. 10
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COURSE STRUCTURE .......................................................................................................................................... 10

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USING THIS GUIDE ............................................................................................................................................. 10

1. GETTING STARTED WITH AVEVA ENGINEERING ................................................................................. 12

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2. OVERVIEW OF THE AVEVA ENGINEERING APPICATION ...................................................................... 14

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2.1. AVEVA ENGINEERING CONCEPT ................................................................................................................... 14

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2.2. AVEVA ENGINEERING DELIVERABLES ........................................................................................................... 14

2.3. AVEVA ENGINEERING (TAGS) INTEGRATION WITH AVEVA PRODUCTS ........................................................... 18

3. AVEVA ENGINEERING BASIC WORKFLOW ................................................................................... 20

3.1. AVEVA ENGINEERING – END USER WORKFLOW ............................................................................................ 20

4. AVEVA ENGINEERING USER INTERFACE OVERVIEW ..................................................................... 22

4.1. AVEVA ENGINEERING – ENGINEER TITLE BAR ............................................................................................... 22

4.2. PROJECT TAB ............................................................................................................................................... 23

4.2.1. Help ................................................................................................................................................................... 23
4.2.2. Option ................................................................................................................................................................ 24
4.2.3. Modules ............................................................................................................................................................. 25

4.3. HOME TAB .................................................................................................................................................. 25

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4.4. MANAGE TAB .............................................................................................................................................. 25

4.5. VIEW TAB .................................................................................................................................................... 26

4.6. PROJECT EXPLORER ..................................................................................................................................... 26

4.7. AVEVA NET TAB ........................................................................................................................................... 27

4.8. QUICK ACCESS TOOLBAR.............................................................................................................................. 27

4.8.1. Addng Menu to Quick Access Toolbar – A Worked Example .................................................................... 27

4.9. MESSAGES .................................................................................................................................................. 28

EXERCISE 1 – AVEVA TAGS USER INTERFACE – BASIC OVERVIEW EXAMPLE ..................................... 29

5. CREATE AND EDIT LISTS RECORDS VIA TMS - OVERVIEW.................................................................... 32

5.1. RECORDS CREATION IN GRID VIEW .............................................................................................................. 33

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5.2. DIRECT (MANUAL) RECORD CREATION IN GRID VIEW – A WORKED EXAMPLE ........................................ 33
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5.2.1. Tag Copy – A Worked Example .................................................................................................................. 39
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5.3. TAG DUPLICATION – A WORKED EXAMPLE ............................................................................................ 40

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5.3.1. Link and Unlink – A Worked Example ........................................................................................................ 41

5.4. GRID DATA EDITING .................................................................................................................................... 43

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5.4.1. Direct Data Entry – A Worked Example ..................................................................................................... 43

5.4.2. Data Entry Using a List of Values – A Worked Example............................................................................. 43
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5.4.3. Data Entry Using Reference List – A Worked Example .............................................................................. 43

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5.4.4. Applying Renaming to Existing Records – A Worked Example .................................................................. 45

5.5. EDITING GRID DATA RECORDS ..................................................................................................................... 46

5.5.1. Tag Properties – A Worked Example ......................................................................................................... 46
5.5.2. Tag Editing ......................................................................................................................................................... 49
5.5.3. Multi-Records Edit – A Worked Example................................................................................................... 51

5.6. MODIFYING GRID COLUMNS UNITS OF MEASURE ........................................................................................ 53

5.6.1. Changing Column Headings Units of Measure – A Worked Example........................................................ 53

5.7. COPYING GRID DATA ................................................................................................................................... 56

5.7.1. Single Cell Copy of Grid Data – A Worked Example................................................................................... 56
5.7.2. Multiple Cells Copy of Grid Data – A Worked Example ............................................................................. 57

5.8. FIND AND REPLACE TEXT IN GRID DATA ....................................................................................................... 58

5.9. LOGICAL DELETE OF TAGS ............................................................................................................................ 59

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5.9.1. Enabling Logical Delete...................................................................................................................................... 59

5.9.2. Enabling Logical Delete – A Worked Example ........................................................................................... 60

EXERCISE 2 – CREATE AND MODIFY RECORDS ................................................................................. 63

6. CREATING / EDITING RECORDS USING EXCEL IMPORT / EXPORT TOOL............................................... 64

6.1. FORMAT EXCEL IMPORT FILES ...................................................................................................................... 64

6.2. EXCEL WORKSHEET IMPORT – A WORKED EXAMPLE.............................................................................. 65

6.3. EXPORTING DATA TO EXCEL OUTPUT ........................................................................................................... 73

6.3.1. Exporting Data from Current Grid View – A Worked Example ................................................................... 73
6.3.2. Exporting Selected Data from Database to Excel File – A Worked Example ............................................. 74

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EXERCISE 3 – EXCEL IMPORT / EXPORT ........................................................................................... 80

7. CASES ............................................................................................................................................... 82
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7.1. CASE CREATION – A WORKED EXAMPLE EXAMPLE................................................................................. 82

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7.2. CASES IN GRID VIEW - OVERVIEW ................................................................................................................ 84

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7.3. CASE EXCEL IMPORT – A WORKED EXAMPLE ......................................................................................... 85

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EXERCISE 4 – CASE DATA EXCEL IMPORT......................................................................................... 92

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8. GRID RECORDS MANAGEMENT .................................................................................................. 96

8.1. VIEW AND CHANGE STATUS OF GRID DATA .................................................................................................. 96

8.1.1. Add and Change Status of Items in a Lifecycle – A Worked Example........................................................ 96

8.2. STATUS STATISTICAL REPORT FOR GRID RECORDS ...................................................................................... 102

8.2.1. Status Statistical Report for Grid Records – A Worked Example ............................................................. 102

8.3. VIEW HISTORY OF STATUS CHANGES FOR ELEMENTS.................................................................................. 105

8.3.1. View History of Status Changes for Grid Records – A Worked Example ................................................. 105

8.4. VIEW ENGINEERING ITEMS ON SCHEMATIC DIAGRAM AND 3D MODEL IN GRID VIEW ................................. 106
8.4.1. View Engineering Items on Schematic Diagram & 3D Model in a Grid View – A Worked Example........ 106

8.5. DOCUMENT LINKS ..................................................................................................................................... 110

8.5.1. Configure the Link Hierarchy – A Worked Example................................................................................. 111

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8.5.2. Adding Document Links – A Worked Example ........................................................................................ 114

8.5.3. Assinging a Classs to Document Links – A Worked Example ................................................................... 118

9. AVEVA ENGINEERING – DELIVERABLES ..................................................................................... 120

9.1. DATASHEETS DELIVERABLES ...................................................................................................................... 120

9.1.1. Creating Datasheet Instance – A Worked Example ................................................................................. 120
9.1.2. View/Edit Datasheets – A Worked Example ............................................................................................ 123
9.1.3. Adding Notes Information in Datasheet Instance – A Worked Example................................................. 124
9.1.4. Datasheets Revisioning – A Worked Example ......................................................................................... 126
9.1.5. Editing Records Via Datasheet Instance - Worked Example.................................................................... 132
9.1.6. Adding Process Sketches in Datasheets Instance – A Worked Example ................................................. 134
9.1.7. Adding Notes Information inDatasheet Instance from RTF File – A Worked Example ........................... 137

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9.1.8. Enabling Display Rules in Datasheet Instance – A Worked Example ....................................................... 139
9.1.9. Edit/View Import Process Case Data in Datasheer Instance ........................................................................... 141
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9.1.10. Datasheets Export/Import............................................................................................................................. 145
9.1.11. Datasheets Export/Import – A Worked Example .................................................................................. 145
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9.1.12. Creation of Tagged Item Component Part via Datasheet Instance ............................................................... 150
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9.1.14. Datasheet Instance Cinfiguration – A Worked Example........................................................................ 161

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9.1.15. Comparing Datasheet Instances Revisions – A Worked Example ......................................................... 164

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9.1.16. Publishing Datasheet Instances – A Worked Example .......................................................................... 166

9.1.17. Print Datasheets ............................................................................................................................................ 168
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EXERCISE 5 - DATASHEETS ............................................................................................................ 169

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9.2. LIST DATASHEET DELIVERABLES ................................................................................................................. 169

9.2.1. Creating List Datasheet Instances – A Worked Example ......................................................................... 170
9.2.2. View/Edit List Datasheets Data – A Worked Example ............................................................................. 172
9.2.3. List Datasheets Export ..................................................................................................................................... 179
9.2.4. List Datasheets Export – A Worked Example........................................................................................... 179
9.2.5. Print List Datasheet ......................................................................................................................................... 181

EXERCISE 6 – LIST DATASHEETS .................................................................................................... 182

9.3. REPORT – DELIVERABLES ........................................................................................................................... 184

9.3.1. Running Quick Report on the Current List - A Worked Example ............................................................. 184
9.3.2. Running Pre-Defined Report – A Worked Example ................................................................................. 187

9.4. DOCUMENT PACK DELIVERABLES ............................................................................................................... 189

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9.4.1. Creating Document Pack – A Worked Example ....................................................................................... 189

9.4.2. Adding Document to Document Pack ............................................................................................................. 190
9.4.3. Document Packs Status and Revision Control ................................................................................................. 195
9.4.4. Document Packs Export – A Worked Example ........................................................................................ 199

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AVEVA Engineering (15.1) Engineering User Training

Introduction
This training guide is for use with AVEVA Engineering 15.1.

Aim
The aim of this training guide is to provide Engineers with the knowledge and skills necessary to create and maintain
project deliverables such as Datasheets, Line Lists, and Process Equipment List.

Objectives
To provide a clear understanding of the basic features of AVEVA Engineering from an end-user perspective, and, the
features in the Engineer application. This includes: -
• To familiarise users with the screen layout and the workings of the user interface
• To create and maintain Project Indexes
• To understand the various ways in which they can be modified
• To generate key project documents, e.g. Datasheets, Line List and Equipment List

Prerequisites
Trainees should be familiar with Microsoft Windows and Excel and the understanding of layout and use of

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Engineering lists and Datasheets on a project
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Course Structure
Training will consist of oral and visual presentations, demonstrations and set exercises. Each workstation will have a
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training project, populated with sample data. This will be used by the trainees to practice their methods, and
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Using this guide

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Certain text styles are used to indicate special situations throughout this document, here is a summary: -
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• Menu pull-downs and button click actions are indicated by bold blue text
• Information that needs to be entered into the software will be in bold red text
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• System prompts, example files or inputs will be bold italic black text
• Products, Applications, Modules, Toolbars, Explorers and other significant software elements will be in
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bold black text

Other areas in this Training Guide will be presented with italic blue text and an accompanying icon to classify the
type of additional information.

Additional Information Warning

Refer to other documentation Why – Context and background information

Worked Example / Exercise Update – New content or upgrade implications

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The following icons will be used to identify industry or discipline specific content

Plant - Content specific to the Plant industry Marine - Content specific to the Marine industry

Electrical – Content specific to Electrical Engineering – Content specific to Engineering

Instrumentation – Content specific to Instrumentation

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 CHAPTER 1

1. Getting Started with AVEVA Engineering

Enter AVEVA Engineering 15.1 by selecting:
Start > AVEVA > AVEVA Engineering 15.1.0

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The Trainer will provide user names and passwords; a typical example is shown below:
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This project is NT Authenticated, only Authenticated Users or Free Users can access the project. The Trainees should
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be authenticated by the Trainer to access the project data with the appropriate user names/disciplines

• Project: ETP
• Username: PROC.ENG
• Password: N/A (NT Authenticated project)
• MDB: ENGINEER (MDB for Process, Mechanical & Piping Users)

NT Authentication allows an administrator to allocate a user’s Windows login credentials to an AVEVA product user.
This allows the users to log into the AVEVA suite of products using their Windows Login Credentials

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 CHAPTER 2

2. Overview of the AVEVA Engineering Appication

AVEVA Engineering is AVEVA’s detailed 1D and 2D design tool that is intended for use by multiple disciplines all
working together seamlessly on the same project. Its aims are to provide more efficient engineering processes,
higher quality deliverables, and an integrated design environment.

AVEVA Engineering provides the capability to create higher quality deliverables and management of Engineering tag
information and List data such as Line, Valve and Equipment Lists.

The application also provides the capability to:

• Compare, update and link attributes with other AVEVA product databases.
• View and change the lifecycle status of elements.
• View 3D models and schematic diagrams such as P&IDs.
• Create and manage Datasheets.

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2.1. AVEVA Engineering Concept
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AVEVA Engineering enables multi-disciplinary teams of specialist engineers to work together in an effective manner
as they jointly develop the definition of all the key engineering items involved in plant or marine projects. The
product allows this process to take place across multi-disciplinary teams in such a way that each discipline retains full
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control of its part of the information relating to any item as described below.
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2.2. AVEVA Engineering Deliverables

A wide variety of fully formatted reports can be generated automatically from the database; including key project
documents such as:

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• Line lists

• Ad hoc or departmental reports

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• Datasheets

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In addition, data from other AVEVA applications can be displayed and used. In particular:
• 2D drawings (P&IDs).
• 3D Model information.
• Isometrics (with process information) shown below

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AVEVA Engineering (15.1) Engineering User Training

2.3. AVEVA Engineering (Tags) Integration with AVEVA Products

AVEVA Engineering contains Compare/Update utilities that allow AVEVA Engineering data to be compared against
data created in other AVEVA products and/or external systems. It also allows updates to be selectively applied as,
where and if required.

The Compare/Update utilities can be used to integrate data between the Design, Schematic and Engineering
databases from AVEVA E3D, AVEVA Diagrams (including Schematic Model Manager), AVEVA Plant and AVEVA
Marine; as well as data from AVEVA P&ID, AVEVA Instrumentation, AVEVA Electrical etc. and other 3rd party data
sources including Excel, SQL and Oracle

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 CHAPTER 3

3. AVEVA Engineering Basic Workflow

This chapter gives an overview of the AVEVA Engineering user interface, end-user workflow and the expected
deliverables such as line lists, equipment lists, valve lists, datasheets as well as various kinds of ad hoc or
departmental reports.

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3.1. AVEVA Engineering – End User Workflow

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The AVEVA Engineering User Interface Overview: The workflow begins with an introduction to the AVEVA
Engineering user interface and the basic manipulation of key facilities and utilities. This will allow the engineer to
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customise a range of settings.

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List Records Creation and Editing: Data is viewed in a grid format. Grid records are used in key project deliverables
such as Line List and Equipment List. Records can be created and updated in the grid, either manually or by way of
external file import. Data can also be exported for reuse

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AVEVA Engineering (15.1) Engineering User Training

Process Cases Management: AVEVA Engineering provides capabilities to import and manage process case data from
simulation software.

Records Management provides capabilities to view and change the project lifecycle status of an item or element. It
also provides capabilities to Compare and Updates data from external sources and internal AVEVA sources or
applications such as AVEVA P&ID, AVEVA Diagrams, AVEVA E3D, AVEVA Instrumentation, and AVEVA Electrical.

Deliverables: The User can generate engineering deliverables and reports in AVEVA Engineering, for example,

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Datasheets, Datasheets Lists, Equipment lists, Line lists and various types of ad hoc reports.

Notice these deliverables are based on the data created and included in the Grid views and using pre-defined
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templates. The generated reports can be previewed, exported or printed in different formats e.g PDF.
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 CHAPTER 4

4. AVEVA Engineering User Interface Overview

Access to all the functions of AVEVA Engineering - Engineer module is available through the Graphical User Interface
(GUI). A basic overview of how to access these functions are described in this chapter.

The default layout of the GUI is shown below. It comprises:

• Title bar
• 5 tabbed menus:
• Project
• Home
• Manage
• View
• AVEVA Net
• Quick Access Toolbar
• User Information bar
• Messages button in the status bar

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4.1. AVEVA Engineering – Engineer Title Bar

The title bar of the AVEVA Engineering - Engineer module displays the module name, project name and MDB of the
current session:
• Module: Engineer - AVEVA Engineering
• Project: ENGTRAPROJECT
• MDB: ENGINEER

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4.2. Project Tab

The Project tab is used to exit the programme, switch between modules and allow the user to set editing/viewing
preferences for the AVEVA Engineering - Engineer module. The User can access the Project menu, by clicking on the
Project tab from the AVEVA Engineering- Engineer main toolbar.

This menu also provides access to several key functions such as Save Work and Get Work.

The Save Work option is used to save any changes to data made using the AVEVA Engineering-Engineer module.

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The Get Work option is used to refresh data in any opened lists with any changes that other users may have made
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since the lists were opened.
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The Exit option is used to exit the AVEVA Engineering application.

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4.2.1. Help
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The Help option is used to access the online AVEVA Support pages and includes:
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• AVEVA Engineering Help page

• Contact AVEVA
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• Check for Updates

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Alternative the Online Help for AVEVA Engineering-Engineer module can be accessed by clicking on the help Icon
from AVEVA Engineering-Engineer Title toolbar

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AVEVA Engineering (15.1) Engineering User Training

4.2.2. Option
The Options form is used to view and edit user preferences for the AVEVA Engineering-Engineer module. To open
the Options form, select Options from the Project tab as shown:

This menu provides access to several key functions.

• Default presentation for Units-of-Measure: Set the default or presentation units of measure used for

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values in lists, (only enabled for ADMIN users).
• Save Grid Layout Changes: Users may change the layout of lists, for example, the order in which the
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columns are displayed. If a message is to be displayed, asking whether or not such changes are to be
saved, select Ask (this is the default setting). If such changes are not going to be saved, select Yes or No
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respectively.
• Prompt for Session Comment during Save Work: When a Save Work is carried out, a window may
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optionally be displayed in which a comment regarding the session can be entered. If this is required,
check the Prompt for Session Comment during Save Work checkbox. The Checkbox is unchecked by
default.
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• Highlight Changes after Get Work: Enables/disables highlight changes after Get Work.
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• Highlight Changes after Refresh from Parent Extract: Enables highlight changes after refresh from
Parent Extract.
• Highlight Changes after Refresh from All Ancestors: Enables/disables highlight changes after refresh
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from Ancestors.
• Autorenaming active on attribute change: This functionality can be switched On or Off only when Auto
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Naming setting is On in the Configuration Module, specifically in the Tools group of the Rules Tab.
Notice the Configuration Module is only accessible to member of the TAGADMIN team.

The Autorenaming functionality cannot be used simultaneously with the Tag Management System [TMS]. If the Tags
Management System functionality is enabled in a project the Autorenaming functionality must be disabled.

The TMS is a naming mechanism for the creation and renaming of tags for AVEVA Engineering. Both Autorenaming
and TMS functionalities cannot be used simultaneously in the same project.

• Show database errors on grid: Enables/disables showing database errors on the grid.
• Refresh PBS Explorer on Events: Enables/disables refresh Flexible Explorer on events

The PBS (Project Breakdown Structure) is the definition of the Flexible Explorer. It allows for a programmable call to
background functions that will update the Flexible Explorer dynamically on user actions.

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• Selection direction after cell edit: The direction of the next cell relative to the current.
• Auto Save Work every: Enables the ability to have an automatic Save Work operation on a regular and
controlled basis. There are controls for whether this feature is on or off, the duration in minutes
between each Auto Save event, as well as whether a prompt should be displayed to the Engineering user
to confirm or cancel the Auto Save.

4.2.3. Modules
The Modules option is used to switch to the Configuration or Monitor modules

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4.3. Home Tab
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This menu provides access to several key groups. Click on the Home tab from the AVEVA Engineering - Engineer
main toolbar as highlighted to access the menu.
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• Explorer: Clicking the Explorer button displays a Pull-down menu to enable the display of the Grids
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Explorer, and Project hierarchy viewer

• Grids: The Pull-down menu enables the creation, opening and managing Grids and Grid categories.
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• Clipboard: Contains functions to cut, copy and paste data in a Grid view.
• Tags: Contains functions to create new, edit and delete multiple records in a Grid.
• Cases: Provides functions to define and manage engineering Cases that can be later used in Grids,
Datasheets, and List Datasheets.
• Actions: Contains functions to select all records in a list, view lists in the Card View format, auto-size
columns, clear all temporary filtering from a list, set cell feedback colours and generate a report on the
data in the current list.
• Datasheets: Enables creation, opening, and managing of datasheets instances.
• Reporting: Provides access to Report Designer which is used to run pre-defined reports and to create Ad
hoc reports.
• Drawings: To create new Drawings instance
• Model: Provides access to display 3D View window and its contextual menu
• Find: Enables search operations for items such as tagged items, Headings and Data Values.

4.4. Manage Tab

This menu provides access to the following groups:

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• Status Control: Contains functions to set status definitions and display a graphical representation of a
selected lifecycle.
• Status Actions: Contains functions to Promote, Demote, Edit, Remove, view graphical representation
and view Status History for the selected records.
• Import / Export: Provides functions to import/export data from/to a Microsoft Excel spreadsheet.
• Integration: Provides functions to Compare/Update/Link the data values from AVEVA Engineering
against data held in other AVEVA databases.
• Changes: Provides functions to highlight data changes between different selected database sessions and
view the Grid column/row history.
• Publish: Provides functions to export data to AVEVA NET.
• Extracts: Provides functions to claim and release data to other users.

4.5. View Tab

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This menu provides access to the following groups:

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• View: Provides functions to open and manage associated Datasheets, view associated 3D model, open
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and manage Document Packs and view the documents linked to tagged items.
• The Collections options allow for the ad-hoc selection of items in the grids to be grouped together under
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a user-defined name.
• The Explorer Pull-down menu enables opening and management of the Grids, Drawing and Project
Explorers.
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• Window Tab Group: Provides functions to display Grids in different styles.

• Grid Options: A Pull-down menu that provides functions to display or hide grid options such as filtering,
cell feedback colours, slash that prefixes some values in a list and column summaries. Also, if enabled by
the Administrator, an option to display logically deleted elements.
• Attribute Metadata: Allows for the selection of System Administrator defined attribute categories.
• Filters Datasheets: Provides functions to filter datasheet instance

4.6. Project Explorer

The Project Explorer is a configurable mechanism that is able to display the database in a manner that suits a project
or company’s requirements.

For example;
• System-based project Explorer
• Document-based project Explorer
• Class-based project Explorer

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4.7. AVEVA NET Tab

The AVEVA NET tab provides the functionality to configure and use the Design in Context functionality to access
information available in AVEVA NET.

This menu provides access to the following groups:

Settings:
• The Configure button is used to display the Configuration form. This form is used to define default
settings for document auto-tracking and grouping.
Manage:
• The Recent Documents button is used to display the Associated Documents form with the recently
accessed and displayed documents.
• The Collections are used to create a set of documents that can be named, saved and accessed anytime,
allowing the user to open documents quickly without having to search for them.
• The Favourites option allows the user to save the most commonly used documents for quick access

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without the need for searching the document.
• The Restore button is used when returning to a session, the appearance of the document windows can
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be restored to the same state as the previous session.
Context:
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• The Browse button is used to open the Associated Documents form and search for associated
documents in AVEVA NET for the selected element.
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• The AVEVA NET Dashboard button is used to open the AVEVA NET Dashboard in Internet Explorer for
the selected element.
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4.8. Quick Access Toolbar

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This toolbar provides the capability to add Tabs and Project menus for easy access. Some commands such as Save
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Work, Get Work, Redo and Undo are located in the toolbar by default.
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• Save Work: Saves any changes made to data.

• Get Work: Refreshes data in any opened lists with any changes that other users may have made to the
data since the lists were opened.
• Session Comment: Add database default session comment.
• Reset Cell Feedback Colours and Tooltips: To return to default colours.
• Undo: Undoes the last change made to data in a list, including the adding and copying of records.
• Redo: Reverses the last undo (see above) made to data in a list. Multiple undoes can be reversed.

4.8.1. Addng Menu to Quick Access Toolbar – A Worked Example

To add a tab or project menu to the Quick Access Toolbar, right-click on the required command, in this case, New
from the Tags group, and select Add to Quick Access Toolbar.

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The selected tab is then added to the toolbar. To remove the added command, right-click on the newly added button
Quick Access Toolbar main toolbar and select Remove from Quick Access Toolbar.

4.9. Messages

The Messages button displays messages issued during the current session. To display the log, click on the message text
in the status bar. The Messages window is then displayed above the status bar as shown:

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Exercise 1 – AVEVA Tags User Interface – Basic Overview Example

1. Add the following functionality icons listed below to the Quick Access Toolbar:
• Cut
• Copy
• New

2. Select the Customize Quick Access Toolbar pull-down to display the Customize Quick Access Toolbar list menu.
Click the Show Below the Ribbon option to display the Ribbon below the Ribbon Bar.

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3. Minimize the Ribbon Bar by selecting Minimize the Ribbon option

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 CHAPTER 5

5. Create and Edit Lists Records via TMS - Overview

In AVEVA Engineering - Engineering, records for key project deliverables such as line lists and equipment lists can be
created, viewed and updated using several Grids. A Grid view displays a category of data (attribute values) in a grid
format.
AVEVA Engineering introduces a Tag Management System (TMS) feature that implements a Master Tag Register
(MTR).
TMS is a naming mechanism and centralised location for the creation and maintenance of tags for AVEVA
Engineering. This includes hierarchical naming rules, based on the Classes defined in the Conceptual Data Model.
Combined with a single instance of one TMS server per project, it prevents tag naming clashes across an AVEVA
Engineering project, regardless of whether all the databases are visible to all the MDBs.

The diagram below shows a high-level overview of the TMS system. Disciplines, running engineering instances, will
send their requests to create new tagged items to the TMS service. The system creates the new tag with a
configured name in the appropriate engineering database, approves it and releases it automatically to the

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disciplines. The new tag appears automatically in all the discipline’s view in the project.
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The owner of the tagged item would be the TMS discipline and the TMS user that created it. The disciplines will be
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able to work on their set of distributed attributes. These discipline-specific data will be stored in the corresponding
database on the discipline level as illustrated below.
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If any of the disciplines want to change anything on the information that is held by the TMS discipline, then they will
send an update request. The update request might trigger a change of name for the tag. Once the element is
properly updated the all the users will automatically receive the new information.

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5.1. Records Creation in Grid View

AVEVA Engineering – Engineering provides the capability to directly add new records to a Grid view.

This is described in the following worked examples.

The key effects of using TMS can be observed through several operations in the AVEVA Engineering - Engineer
module:
• Tag Creation
• Tag Copy/Duplicate/Delete
• Tag Editing
• Excel Import/Export
• Compare/Update/Link

5.2. Direct (manual) record creation in Grid View – A Worked Example

In this example, a grid view, PROCESS LINE – PROCESS DATA, will be opened, and a new record entered manually.
The PROCESS LINE – PROCESS DATA contains basic process line attributes, plus attributes particularly related to and

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owned by the process discipline.

Enter AVEVA Engineering-Engineer module as Process Engineer user with the following details:
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Username: PROC.ENG
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MDB: ENGINEER
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Open the Grid view.

From the View group of the Home tab, click pull-down list of the Explorer button, and select Grids.
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In the Grids Explorer expand the Grids node, followed by the PROCESS node. Right-click PROCESS LINE – PROCESS
DATA and select Open.

The Grid is displayed in the View window:

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For this example, the Grid list will be filtered for ease of demonstration.
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In the Grid Options group of the View tab check the following check boxes:
• Column Filtering
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• Multi-select Filter Style

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A column filtering row is now inserted and displayed in the Grid view window.
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For this example, the Grid will be restricted to CO (Crude Oil) pipelines.
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In the LINE NUMBER column enter -CO- into the filter row:
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The Grid view list will now be displayed according to the filter. The Status Bar at the bottom of the Engineer
application window will display text indicating the number of records displayed, together with a Filter Applied icon.
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A new record will now be created. In the Tags group of the Home tab, click New.

The New Tag window is displayed.

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In the New Tag window, the desired class and number of tags can be selected.

Click the Select Class browse button. The Select Class window is displayed.

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Locate and select the Process line Class, by starting to type Process line in the search text field at the top of the
window.

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The New Tag window is displayed and updated to reflect the project naming rule conditions. In this example project,

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there are two naming styles; Client Name and Name. In this training project, they are identical. Entering the details
in one field will automatically complete the identically named field in the other. The red rectangles in the displayed
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window indicate the mandatory fields required.
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Create a single tag by completing the fields representing naming parts with the following information and click
Create to start tag creation through TMS. The tag creation process will take several seconds.

• No. of Tags: 1
• Bore Diameter: 100
• Fluid Code: CO
• Area Number: 333
• PIPING SPECIFICATION (Catalogue Spec): A150

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The new record, line number 100-CO-333-01-A150, is created and displayed at the bottom of the grid. Note that the
message bar is updated to reflect the updated view.

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In addition, add the following attributes into the PROCESS > OPERATING TEMPERATURE section of the Grid for this
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pipeline tag 100-CO-333-01-A150;

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• MINIMUM: -10
• MAXIMUM: 200
• NORMAL: 80
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5.2.1. Tag Copy – A Worked Example

Quite often on a project, there may be pipelines that have identical attributes. To save on input time, a copy option
is available from the Tags group of the Home tab. This feature is enabled when the tag is selected in the grid. Use of
this feature will create a new tag entry with the same attribute values as the currently selected tag, but with a
different name.

The newly created tag will be duplicated for this example. Select the newly created tag from the Grid.
From the Tags group of the Home tab click down-arrow of the New button and select Copy Selected

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The only attributes copied will be the ones that the TMS user has WRITE access to.
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A new record is created as shown below. The name will differ in that the sequential counter will be increased by one,
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i.e. source tag name 100-CO-333-01-A150, new tag name 100-CO-333-02-A150.

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The user can rename the copied tag in accordance with Company naming conventions, using Re-naming
functionality.

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5.3. Tag Duplication – A Worked Example

The Duplicate function not only creates a copy of a selected tag but also links the tags in such a way that any
attribute changes to one tag is propagated to the other. The Duplicate button is enabled when a single tag is
selected in the Grid.

Attribute changes synchronisation for duplicated tagged items only applies to duplicate Invariant attributes.

For further information on setting up Duplicate functionality to use in Engineering. Refer to AVEVA Engineering 15.1
Administration Guide DataModel chapter.

To illustrate this, select the newly created tag line, 100-CO-333-02-A150.

From the Tags group of the Home tab select, Duplicate > Duplicate

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The record is created as shown below. In this example, the affected tagged item has no value against duplicate
Invariant attributes e.g Operating Maximum Temperature and as a result, there is no attribute change
synchronisation for duplicated tagged items.
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An explanation of the Link functionality is given in the next worked example.

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5.3.1. Link and Unlink – A Worked Example

The Link function links existing tags. The link definition is as defined for the Duplicate function. The Link button is
enabled when two or more tags are selected in the Grid.

So far pipeline tag 100-CO-333-03-A150 has been created as a duplicate of pipeline tag 100-CO-333-02-A150. At the
time of creation, they are identical except in name. However, their attributes can be individually modified
independently of each other.

There may be occasions where it is required that all their attributes remain synchronised to each other, changes to
attributes in one will cause the system to update the corresponding attributes in the other.

So far:

100-CO-333-01-A150 is not a duplicate or a copy

100-CO-333-02-A150 is a copy of 100-CO-333-01-A150

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Attributes can be changed in one and not affect the other.

100-CO-333-03-A150 is a duplicate (and linked) copy of 100-CO-333-02-A150

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Attributes changes in one are reflected in the other. Attribute changes synchronisation for duplicated tagged items
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only applies to duplicate Invariant attributes.

This example will create a new tag pipeline, 100-CO-333-04-A150, and link it to pipeline tag 100-CO-333-01-A150.
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Create a new tag line 100-CO-333-04-A150 and add the following attributes for the PROCESS DATA > OPERATING >
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TEMPERATURE columns using the method described previously:

• MINIMUM: -10 OC
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• MAXIMUM: 200 OC
• NORMAL: 80 OC
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Select the tagged items 100-CO-333-04-A150 & 100-CO-333-01-A150 to be linked in the grid as shown below and
click the Link button.

The Link Set window is displayed, listing the pipeline tags selected to be linked.

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This lists the selected tagged items, but to enable the OK button, one of the tags must be selected as the source tag,
using the Set Source button.

Select 100-CO-333-01-A150, then click Set Source

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The reason why it is necessary to select a Source Tag before the link operation is completed is that before linking
together the items into a Duplicate Set, their attributes may have different values. But after linking together, they will
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be synchronised. Changing attributes in one will update the identical attribute to match, in the other.
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Click OK to establish the link.

Then modify the Operating Maximum Temperature attribute value from 200 OC to 180 OC of tagged items 100-CO-
333-01-A150. The change to attribute in 100-CO-333-01-A150 will cause the system to update the corresponding
attribute in the 100-CO-333-04-A150.

The Unlink button is only enabled when one or more tags in the same Duplicate set are selected in the Grid. This
operation will disconnect the selected duplicates from their current Duplicate Set and future changes to the
Duplicate Invariant Attributes will no longer by Synchronised.

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5.4. Grid Data Editing

The Grid view provides the functionality to add data directly to newly created items or edit existing records. This is
described in the following worked examples.

5.4.1. Direct Data Entry – A Worked Example

As already demonstrated, data can be added directly to the newly created record. This is achieved by a single click on
the desired attribute cell and entering the desired value. In the example below, the DESIGN TEMPERATURE of the
tag entry 100-CO-333-01-A150.

Click the cell in the DESIGN TEMPERATURE column in the tag row for 100-CO-333-01-A150.

Enter the value, 200 OC

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The background colour of the cell indicates if the update is successful or unsuccessful. In this example the update is
successful. The system default colour is turquoise.
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5.4.2. Data Entry Using a List of Values – A Worked Example

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Lists of Values are available for some fields. These are created by the System Administrator in AVEVA Engineering –
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Configuration. These are accessed from the Pull-down button which is displayed when the mouse cursor hovers over
them.
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In the example below, the SERVICE CODE of tag entry 100-CO-333-01-A150 will be added using this method.
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Click the Pull-down option button in the SERVICE CODE column in the tag row for 100-CO-333-01-A150.

Select the Value, 3 from the options available.

5.4.3. Data Entry Using Reference List – A Worked Example

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Some fields in the Grid view can be set up to use a reference list. In the grid view, such cells are automatically
provided with the facility to select values from a reference browser.

The Reference browser form can be accessed by clicking the browse button which is displayed when the mouse
cursor hovers over it.

This example will modify the Piping specification of tag line 100-CO-333-01-A150 to Spec A300.

Click the browse button in the SPECIFICATION column for tag line 100-CO-333-01-A150.

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The Engineering Reference Browser window is displayed. /1 CN
In the Name column, start to enter A300 in the search field, and select A300 from the pull-down list displayed.
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Click OK.

The Grid will be updated to reflect the change.

The tag 100-CO-333-01-A150 is automatically renamed to 100-CO-333-01-A300 when a change is done to an

attribute, which the naming rule depends on in this case SPECIFICATION.

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5.4.4. Applying Renaming to Existing Records – A Worked Example

In this example, line tag 50-CO-21002-B2 renamed when a change is done to an attribute, which the naming rule
depends on.

Select line tag 50-CO-21002-B2

If more than one record row is selected the Rename option is disabled.

From the Tags group of the Home tab select Edit > Rename

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The Rename Tag (Process line) window is displayed.

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The window displays the requirements for the project naming convention. In this example, the Area Number and
PIPING SPECIFICATION (Catalogue Spec) are required.

The system has matched the Bore Diameter and the Fluid Code. Assuming the area code is derived from the existing
number 21002

Enter values Area Number: 210, and PIPING SPECIFICATION (Catalogue Spec): A150.

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The name changes from 50-CO-21002-B2 to 50-CO-210-01-A150. Notice that part of the original name has been lost,
e.g. B2. Notice also that the counter is reset. As this is the first tag line for this area the counter starts at 1 for this
are. This is in accordance with the naming rules.

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There will be no update if the name already exists in the Grid list or database.
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5.5. Editing Grid Data Records

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Data in the Grid view can be edited using single-cell edit, multi-record cell edit (Bulk Edit) and Tag Properties
window. This is described in the following worked examples.
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User(s) must have the appropriate access rights or own the data to modify records

5.5.1. Tag Properties – A Worked Example

Tagged items records can be modified via the Tag Properties window. The window is enabled in the View tab by
clicking the Tag Properties button in the View group.

Alternatively, select a tag row, right-click anywhere on the highlighted row, and select Tag Properties.

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The Tag Properties option is only available to the end-user if enabled in the Admin tab of AVEVA Engineering by a
user with appropriate administration access rights
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In this worked example, the tagged item 50-CO-210-01-A150 will have its SERVICE CODE attribute modified.
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Select the tagged item 50-CO-210-01-A150 row, right-click anywhere on the highlighted row, and select Tag
Properties option.
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In the Tags Properties window, locate Service Code and click the Pull-down menu in the related field.
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Select 1 from the Value column

The attribute value entered in properties window will automatically get updated in tags grid.

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Further modifications can be made without leaving the window by clicking the Tracking button and navigating to the
tag items to change. Navigating to another line tag will automatically display its properties in the window

The Tabbed View toggle button changes the display mode of the Tag Properties window. The default style, when the
Tabs View toggle button is off, displays the attributes grouped by categories using nodes or groups. Notice the
groups can be expanded or collapsed using the + and – buttons.

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The Tabbed View toggle button changes the display mode of the Tag Properties window. The default style, when the
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Tabs View toggle button is off, displays the attributes grouped by categories using nodes or groups. Notice the
groups can be expanded or collapsed using the + and – buttons.
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When the Tabbed View toggle button is on, the categories and their attributes are grouped by tabs.
Tabbed View off

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Tabbed View on

The Alphabetical Sort button is only available when the Tabs toggle button (above) is off. When the Alphabetical
Sort button is turned off, the default display (described above)..

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When the Alphabetical Sort button is turned on, the display updates by removing any set groups, listing only the
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The Expand All and Collapse All are enabled when the Tag Properties window is in its default mode and when
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Alphabetical Sort is off. Individual groups can be collapsed and expanded using the + and – buttons located to the left
of each attribute category.
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5.5.2. Tag Editing

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Editing a tag can be divided into 3 cases:

• Non-discipline specific attributes that are naming parts
• Non-discipline specific attributes that are not naming parts
• Discipline-specific attributes

The TMS controls all updates on non-discipline specific attributes, editing operations will be diverted to the TMS
server and display a corresponding input dialog if the attribute is a naming part.

Updates on discipline-specific attributes are not affected by TMS.

In this example line tag 50-CO-21003-B2 will be renamed.

Select the row containing tag line 50-CO-21003-B2, then click Edit > Rename from the Tags group of the Home tab.

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The Rename Tag window is displayed

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This line does not conform to the current naming rule set for this project. This tag was imported from file with a
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setting that allowed importing with its original format. There is no option to modify the B2 part of the name. Also,
recall that the Client Name and Name naming rules are identical for this project.
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Modify;
• Bore Diameter: 80
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• PIPING SPECIFICATION: A150

• Area Number: 210

Click Update. The tag name is now updated as shown

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The LINE NUMBER and CLIENT NAMEs are made up, in part, from its attributes, e.g. SIZE. Changing the name will
automatically update any respective attribute column value. Alternatively, attribute data can also be updated directly
on the Grid and the update attribute operation will be redirected through the TMS server.

This operation can only be completed using Tag Management System with Engineering Service online.

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Discipline-specific attribute data is not controlled by TMS and is directly written to the respective discipline-specific
databases without going through Engineering Service.
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5.5.3. Multi-Records Edit – A Worked Example

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Multi-Record Edit enables the editing of multiple records in a list view if required.
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This is achieved via the standard Windows CTRL and Shift keys.
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The Select All option in the Actions group of the Home tab may be used to select all rows in lists.
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This example will set the DESIGN TEMPERATURE and MAX DESIGN TEMP of a group of line tags.

Select Edit > Edit Selected Records from the Tags group of the Home Tab.

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The Multi-record edit window is displayed.

The displayed Multi-record edit window lists the attribute column headings in one column.

Click on Copy first record’s Data checkbox to display existing data of the columns as shown.

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The checked Checkbox next to each attribute will determine which attributes are to be updated to the selected tag
group.
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Check the Checkboxes for MAX DESIGN TEMP and add the values 210 oC and Click OK button.
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The Copy first record’s Data does not necessarily mean the first (upper-most) record listed of those selected; it means
the first record that was selected when the selected of multiple records was made

The Grid entries are now updated.

5.6. Modifying Grid Columns Units of Measure

Columns that have a measurable unit scale are denoted by a scale rule icon in the attribute column heading. For

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example, for the attributes modified in the previous example:
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These units of measures can be changed for a user session, i.e. only for the current user presentation, it does not
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affect the project default units. It may be that data has been received in units that are not used for the current
project, thus saving the engineer time in converting. AVEVA Engineering – Configuration provides the capabilities to
apply user-defined Unit Sets to Grid columns.

The Unit sets definitions are done in AVEVA Administration - Lexicon module, by the System Administrator. Any
appropriate name can be chosen. If the Unit Set name is the same as its Dimension, then the set will be used as the
default for this dimension.

5.6.1. Changing Column Headings Units of Measure – A Worked Example

In this example, edit the DESIGN TEMPERATURE unit of measure for the following tag lines:

• 100-CO-333-01-A150
• 100-CO-333-02-A150
• 100-CO-333-03-A150
• 100-CO-333-04-A150

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Click the unit button in the column heading, DESIGN TEMPERATURE and select the desired unit e.g. K (Kelvin) from
the displayed list.

The values in the column are then re-calculated in accordance with the new unit of measurement as shown.

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Alternatively, the user can edit units of measures, by right-clicking the desired tag item cell and select the Units of
Measures option as shown below.
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This provides the user capability to set different Units of Measures in a column as shown.

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The units’ change is only for user presentation, it does not affect the project default units or data.

Using the Precision option allows the user to set the number of decimal places required to be displayed. In the
following example, this is set from 2 to 0.

Click the Units Pulldown button in the DESIGN TEMPERATURE [K] COLUMN header, and select Precision.

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The Precision window is displayed.

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Using the down-arrow button set the No. of Decimals from 2 to 0 and click the OK button.
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The Grid is updated to reflect this change.

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5.7. Copying Grid Data

The copy function allows users to copy the content of a cell in a list. This can either be single or multiple cell copy as
described in the worked example.

5.7.1. Single Cell Copy of Grid Data – A Worked Example

This example will set the TEST temperature of process line tag 100-CO-333-01-A150 to 320 OC. This value will then be
copied to the other tag lines in this group.

Select the TEST TEMP [degC] cell corresponding to the tag line row 100-CO-333-01-A150 cell and
enter the value 200

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Click this cell and select Copy from the Clipboard group of the Home tab

Highlight the destination cell and click Paste from the Clipboard group of the Home tab
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Alternative methods include:

• Using Microsoft Windows copy and paste keys Ctrl+C and Ctrl+V
• Right-click the cell to be copied and select Copy option
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Right-click destination cell and then select Paste option.

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The cells are now updated. Note that if the tagged item is linked to the destination tagged item the corresponding
attribute in the link group will be updated automatically.

5.7.2. Multiple Cells Copy of Grid Data – A Worked Example

This example will set the TEST MEDIUM of process line tag 100-CO-333-01-A150 to Water. This value will then be
copied to the other tag lines in this group.

Select the TEST MEDIUM cell corresponding to the tag line row 100-CO-333-01-A150 cell and

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enter the value Water
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Select a group of cells, including the cell with the new value (Water). Right-click anywhere in the highlighted group.
Select the Fill Down option.
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The cells are now updated.

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5.8. Find and Replace Text in Grid Data

The Find and Replace function searches and highlights Grid data with an option to replace the data with new values.

The Search and Replace functions can be found in the Find group of Home tab. The search function is useful, for
example, in searching for a header in a large Grid. The replace function is useful for locating and modifying cell data.
Clicking the Pull-down list of the search button displays the following options:

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These are described in the examples below.

Find heading text DATASHEET in the current Grid list.

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Click the search button pull-down list and check Search in Headings and Search in Data Values.
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In the Text field enter DATASHEET, only enable the Search in Headings option and then press Enter
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The first row that contains a match is then highlighted and the cell that contains the match is selected. The Previous
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and Next buttons become active allowing for forward and backward search.

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Find the Area Number data value 333 in the Grid. In the Text, field enter 333, only enable the Search in Data Value
option and then press Enter

The first row that contains a match is then highlighted and the cell that contains the match is selected. The Previous
and Next buttons become active allowing for forward and backward search.

A search with more options is available by right-clicking any cell in the Grid and selecting Find and Replace.

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5.9. Logical Delete of Tags

AVEVA Engineering supports the logical deletion of tags. This is sometimes also known as a soft delete. This means
that after it has been logically deleted, the tag remains in the database but is marked as having been deleted. The
consequence of this is that a tag name cannot be re-used and that the tag can also be restored, or undeleted, later.

5.9.1. Enabling Logical Delete

The logical delete option is set by an Administrator with appropriate access rights and is not part of this course. If the
logical delete option is disabled, the delete function in Engineering will perform a hard delete of a Tag.

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TMS enabled project currently only support logical delete option.

5.9.2. Enabling Logical Delete – A Worked Example

The training project has the logical delete option enabled. This example will delete some tag lines, and then re-
instate them.

Select multiple tagged items rows to be logically deleted.

• 50-CO-21009-B2
• 50-CO-21008-B2
• 50-CO-21007-B2
• 50-CO-21006-B2

Click the Delete button from the Tags group of the Home tab. Alternatively, right-click on the highlighted area and
select Delete.

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Click the Yes button to confirm the delete.

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The items will automatically be removed from the Grid. To view the logically delete line tags, navigate to the Grid
Options group of the View tab.

Check Show logically deleted.

The previously delete tags are displayed in the Grid, but each cell value has a Strikethrough. This enables visibility in
determining which tags belong to which group.

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To undo the deletion of these tags, select the group. Right-click anywhere in the selection and select Tag properties.

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The Properties window is displayed.

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The window highlights that there are four tag lines in this group, as seen by the Multiselection 4 at the top of the
window.

The text field of the Logically deleted pull-down option is set to True

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To undelete the selection set the Logically deleted option to False. The tag lines will be reinstated to the Grid view.

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Exercise 2 – Create and Modify Records

1. In the Grid view PROCESS LINE – PROCESS DATA create the following 4 records:

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The Mandatory and Optional information fields should be completed as shown below:
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Bore Fluid Area Piping

Diameter Code Number Specification
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100 CO 100 A3B

100 CO 101 A3B
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50 CO 102 A1A
150 CO 103 A1A

2. Use the Multi-Record capability:

• Add the following attribute value in the table to the newly created records.

New Record Process

Phase
100- CO -100-02-A3A Liquid
100- CO -101-01-A3B Liquid

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 CHAPTER 6

6. Creating / Editing Records Using Excel Import / Export Tool

On a typical project, there may be occasions where the data for input is supplied in the form of a spreadsheet. The
source data for the spreadsheet may come from a vendor or another project. A project may even need to supply
such data in this format. AVEVA Engineering – Engineer supports the import of data from and export to Excel
Workbook files. The Import/Export tool also provides the capability to highlight differences and to accept or reject
the given attribute data updates. This section describes how to use this tool in AVEVA Engineering - Engineering.

This tool is designed to support activities such as:

• Import of attribute data such as operating pressures and temperatures from external systems
• The import of elements generated in an external system, such as Equipment and Nozzles
• The round tripping of elements in and out of the Engineering database

6.1. Format Excel Import Files

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The Excel Import tool is used to import the contents of an Excel file. Before importing data into AVEVA Engineering -
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Engineer, the format of the source Excel Workbook should be edited to conform to the following rules:
• It must contain One Element Type per Worksheet, including User Defined Element Types (UDETs).
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• The first row of the file must contain a list of headings. Each heading represents a column in the file
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containing an attribute of the elements being loaded. The heading spellings must be identical to the
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attribute names in the database.

• One column per Database Attribute.
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• The first data row starts on the second row.

• Item matching will require a Database Reference (e.g. 123/4567) or Name column.
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In addition, Excel Workbook may contain multiple worksheets.

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Example of an Excel Import file format containing Equipment data.

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6.2. Excel Worksheet Import – A Worked Example

This example describes the use of the Excel Import function in AVEVA Engineering-Engineer to import Excel
Worksheet files e.g. Equipment List to the Engineering Database.

To start the Import Process:

Close all previous AVEVA Engineering-Engineer sessions.

MASTER enter AVEVA Engineering with the following details:

Username: MECH.ENG
MDB: Engineer

Expand the Grids node followed by the MECHANICAL node. Right-click MASTER-EQUIPMENT-BASIC Grid view and
select Open.

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The MECHANICAL-EQUIPMENT-BASIC Grid is now displayed.

From the Import group of the Manage tab, click Import > List

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The Select File to Import window is displayed. Navigate to the folder containing the Excel file, EQUIP LIST IMPORT.

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Excel file will be provided by the trainer.
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Click Open
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The Excel Import Wizard window is displayed.

Click on the Look in pull-down to select where the configuration file is stored, in this example select Product.

Typical folder locations are:

User C:\Users\Public\Documents\AVEVA\USERDATA\<Project>\Data\Excel
Project C:\Users\Public\Documents\AVEVA\Projects\E3D2.1\<Project>\<Project>dflts\Data\Excel
Product C:\Users\Public\Documents\AVEVA\Engineering\Data15.1.0\DFLTS\data\Excel .

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If no Configuration Name exists, enter a Configuration Name. In this case enter EQUIP LIST TEST.

If Configuration Name exists, it will be available for selection from the Configuration Name drop-down menu.

Configuration Name is not mandatory; it is only required if the user needs to save the Configurations for future use.

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Select the preferred Data Mode to use for the import, in this case, the Element Type radio button is selected by
default.
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Click Next
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The Excel Import Wizard window is updated.
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Checking the Include All checkbox will automatically check all the displayed worksheets.

To delete or remove any row, select the desired row and select the delete icon.

The Import Wizard will attempt to match the imported element type that each worksheet contains to the database
element type if the same element type names exist.

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If the Excel Import Wizard made no element type suggestions or made an inappropriate suggestion, the user must
select the required Element type from the Element Type pulldown list.

In this case select :Equipment from the available element types.

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Checking the Include All checkbox will automatically check all the displayed worksheets.
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To delete or remove any row, select the desired row and select the delete icon.
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Where an import file contains multiple worksheets, this form allows the worksheets to be imported to the
Engineering database. The user also has the option to include the Worksheets to be imported by checking the Include
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column checkbox or exclude the worksheet from the import process by unchecking the desired worksheet Include
checkbox.
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Click the Next button to display the Column and Element Configuration window.

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The “Column and Element Configuration” dialog allows users to specify the element to update during the import
process.

In the Attribute row, map the data (attributes) contained in the excel import file to the required Engineering
database attribute which will be populated or updated.

The Excel Column text are automatically mapped to the Engineering database attributes in the Attribute cell if the
Excel Column text match the Engineering database attribute If no match is established, the data (attributes)
contained in the excel import file are manually mapped to the desired Engineering database attributes for each
column as shown below:

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The “Column and Element Configuration” dialog allows users to specify the element to update during the import
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process.
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If the attribute name is known, it may be typed into the Attribute cell. Pseudo attributes are not in the pull-down list
and must be typed into the Attribute cell.
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By checking the Update All checkbox, ‘Update’ rows checkboxes are automatically checked. This allows the available
columns to be included in the import process. If some columns are not required, they could be excluded from the
import by unchecking the appropriate Update column(s).

Leaving the ‘Update’ checkbox unchecked will allow the attribute to be used during the import matching process and
any difference will be highlighted in the Accept and Reject Form but will not update the database attribute..

Once the required configuration in Column and Element dialog is complete, click on the Next button; the
Configuration Options form is then displayed.

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In this example, the checkbox should remain checked to remove any CTRL characters.

The Configuration Options Form allows removing carriage return from the text attributes.

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Click the Next button. The Excel Import Wizard is updated to display the Save Configuration Changes window.
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To save the configuration check the Save the Configuration Checkbox.

The Preserve Excel Tag names for Name attribute Checkbox provides the capability to preserve the import tagged
items source names regardless of the current project naming rules.

Click the Finish button. The Excel Wizard then scans the Dabacon database and determines what changes will take
place if the import is confirmed.

The Accept/Reject window is displayed.

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If the imported data is large a progress bar may be shown indicating the progress of the database scan.

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Once the processing of the source data (Excel import data) is completed, the Accept/Reject Wizard window will then
be displayed with a list of potential changes. No changes are made at this point, and the import may be cancelled
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without affecting the contents of the database.
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The Accept/Reject Form is only displayed if Element Type is selected as the Data Model is selected from Excel
Interface Wizard - Choose a Configuration window.
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Select the Accept/Reject tab to review the

potential attribute changes to be made from the
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imported data as shown:

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The individual attribute changes can be accepted by checking the Checkbox attribute row of the Accepted column.
For this example, check the Accept All Checkbox to accept all changes.

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The Accept/Reject Grid feedback colours can be changed, by right-clicking anywhere on the window and selecting,
Feedback Colours > Feedback Colours

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Start the import process, click on the OK button. Import progress dialogue will then be displayed indicating the
progress of the import.

The Summary and Errors & Warnings Tabs in the Import Progress Window displays the textual description of the
import and a list of import errors respectively.

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The import data is then displayed in the specified list e.g. MECHANICAL-EQUIPMENT-BASIC.

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6.3. Exporting Data to Excel Output

The Export to Excel option is a tool used when exporting item(s) from Engineering database to an Excel output. There
are two ways to export data from AVEVA Engineering these are:
• Exporting data from Current Grid View.
• Exporting data from Selected Database.

6.3.1. Exporting Data from Current Grid View – A Worked Example

For this example, the PUMPS-FULL-VIEW data will be exported.

Open the Grid PUMPS-FULL-VIEW

From the Export group of the Manage tab select Export > Excel > Current Grid.

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The Save As the window is then displayed. Enter a preferred file name, in this case, EQUIP EXPORT TEST. Navigate to

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a suitable directory and click the Save button to save the file.
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Opening the file should confirm that the format
resembles the source Grid.
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6.3.2. Exporting Selected Data from Database to Excel File – A Worked Example

This tool allows users to export selected data from the database (e.g. Engineering database).

From the Export group of the Manage tab select Export > Excel > Select from Database

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The Excel Export Interface Wizard window is displayed.

A configuration file was created earlier, so it is now possible to use this as the basis for the export. This was stored in

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the product directory.
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Select Product from the Look In pull-down.
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Select EQUIP LIST TEST from the Configuration Name pull-down. If no configuration file exists a new configuration
name can be created now.
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Click Next.
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The Worksheet and Element Type Configuration wizard form will then be displayed, showing the Worksheets and
Elements types defined during the import process.

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The Toolbar descriptions:

Deletes the selected rows.

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This adds a new row to the grid. This allows an additional worksheet to be defined and added to the
export by selecting the icon.
Moves the selected row up the grid. The worksheets in the export file will be created in the order that they
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are shown in the grid.
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Moves the selected row down the grid.

To export different UDETs of the same base type
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Once the required configuration in Worksheet and Element Type Configuration has been completed, click on the
Next button to continue. The Column and Element Configuration wizard form is then displayed.
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A configuration file was created previously, hence the mapped attributes are automatically mapped.

Users may choose to add an additional attribute to the displayed Element Type by clicking “Add a new row” icon in
Column and Element Configuration toolbar to add the required number of rows.

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The Add all Attributes icon, allows the user to add all the standard attribute belonging to the selected

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element type.

For this example, add attribute REF from the Pulldown option of the attribute column. The wizard automatically
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defaults the Excel Column name to the name of the selected attribute by clicking the Excel column row. This can be
changed if required.
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if the column and Attribute fields (rows) are not completed for any of the displayed element types, a warning
message will be displayed if the Next button is selected.

Click the Next button in the Column and Element Configuration wizard to continue. The Configuration Options
wizard form is then displayed.

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To remove the leading slash from NAME, OWNER, and Reference attributes. Click on the appropriate Checkboxes. In
this example, the checkbox for NAME and OWNER should be checked to remove the leading slash from exported
data.
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Click on the Next button.
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The window is updated to display the Save Configuration Changes window.

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Click on the Finish button. The Select Filename for export dialogue will then be displayed. Enter Name of the export
file and click the Save button.

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Enter Name of the export file, EQUIP EXPORT FROM DATABASE. Click Save.

Exporting to Excel File window is displayed, showing the progress and completion of export.

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The file is then saved to the specified location. Some formatting is included, and a filter is automatically added to
each column as shown:
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Exercise 3 – Excel Import / Export

1. Use the Excel Import tool to create the following records in the MASTER-EQUIPMENT-BASIC view.

2. Using the Excel export tool, export the data to an Excel worksheet and modify the highlighted record listed
below before re-importing the data.

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 CHAPTER 7

7. Cases

One of the roles of a process engineer is to calculate the best production methods. This allows the engineer to
determine the correctness and efficiency of a design before the system is constructed. Various process conditions,
material streams, and energy streams can be calculated. This is done using and developing processes using
simulation software. AVEVA Engineering provides the capability to engineer to import simulation data from multiple
cases.
Case data can be captured in AVEVA Engineering to define set(s) of alternate data for tag items. As far as the
attributes of any given element, e.g. pipeline, equipment, are concerned it means that they can potentially hold
multiple data, depending upon the case conditions e.g. start-up case, base case.

Attributes are defined as being able to hold case data during the Conceptual Model development and is outside the
realms of this course. Enabling this property ‘Hold multiple Case values’ on an attribute makes it a Case Variant

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Attribute. This property needs to be set to ensure that Cases are available on that attribute.
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Refer to the TM-3652 AVEVA Engineering TM (15.1) Administration, for more details on Case Variant Attribute
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definition.
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7.1. Case Creation – A Worked Example Example

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Cases are defined in the AVEVA Engineering-Engineer module.

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This example will open a Grid containing equipment tags, highlight a selection of these tags and use them as the
basis for the creation of a start-up case scenario.
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Close all previous AVEVA Engineering-Engineer sessions.

Ensure that you are in AVEVA Engineering – Engineer with the following details:
Project: ENGTRAPROJECT
Username: PROC.ENG
MDB: ENGINEER

Open Grid PUMPS-FULL-VIEW from the MECHANICAL category. For ease of visibility, filter the group to view P-400
pumps only.

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In the Cases group of the Home tab, click the Manage button.

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The Manage Cases window is displayed. /1 CN
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In the Name column click the <Enter_name> cell and enter: Startup Case

Click OK to save the settings and close the form.

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7.2. Cases in Grid View - Overview

Once the Case item has been created, they can then be viewed via the Case-Control ( ) form of every attributes
that have a Case Variant Attribute in the list view.

Clicking on the Case-Control icon will present a list of available Cases that have been setup, together with a Base
Case, which is the default Case.

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Alternatively, if required the user(s) can display all the available/active cases of every attributes that have a Case
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Variant Attribute in the grid view by selecting Set Active button on the Manage ribbon from the Cases group to
display the Set Active Case window.
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Select the checkbox of the preferred Case item e.g. Startup Case as shown.
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The grid view will then automatically display all the configured cases in each column as shown in the example shown
below.

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Cases created are independent of the Grids, i.e. the case variance follows the attribute and not the Grid.

Case-control can be accessed via the Datasheet Template Editor Standard Control window. This control can be
connected to cells that have been mapped to Case Variant Attributes. For each attribute that the user wants to have
different values per Case, a property needs to be set to ensure that Cases are available on that attribute. This

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property will make the attribute a Case Variant Attribute.

7.3. Case Excel Import – A Worked Example

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The Excel Import and Export tool supports the import and export of case data e.g. Simulation Base Case data from
Excel Worksheet files.
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This example describes the use of the Excel Import functionality in AVEVA Engineering Tags to import case data e.g.
Simulation Base Case data from Excel Worksheet files to the Dabacon database (Engineering Database).
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Open Grid PUMPS-FULL-VIEW from the MECHANICAL category.

From the Import group of the Manage tab, select Import > List
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The Select File to Import window is displayed. Navigate and select the Excel file CASE DATA_BASE CASE.XLSX

The tutor will supply the relevant file CASE DATA_BASE CASE.XLSX.

Click the Open button to display the Excel Interface Wizard- Import dialog.

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The Excel Import Wizard window is displayed.

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Select where the configuration file is stored/to be stored. From the Look In pulldown menu text field, select Project.
In the Configuration Name, enter BASE CASE
For Data Mode, select Element Type
Click Next >

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The window is updated to display the Worksheet and Element Type Configuration view.
In the Element Type column Pulldown menu for the Base Case row, select: Pump
Click Next

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The window is updated to display the Column and Element Configuration view.

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In this initial state, the window displays the column heading names found in the Base Case worksheet. The next task
is to match these headings with attributes existing in the model.
In the Attribute column pulldown menus, select the following attributes:

As the values are entered, the Update Checkboxes, the Case and the Attribute Description are all updated
automatically.

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Most of the attributes selected are case variant. Note that total pressure is not a case variant attribute.

Alternatively, the user can apply the available case value to all the mapped attribute using the “Apply case to all”
option.

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Select Base Case, from the available case values

Click Next >. The window is updated to display the Save Configuration Changes view. Carriage return can be
removed from the text attributes if required.
For this example, leave the Checkbox unchecked.

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Click the Next button; the Configuration Options form is then displayed.

There are options available here to save the configuration that has been created.
Check Preserve Excel Tag names for Name attribute checkbox to allow imported tags to keep their defined source
name.
Uncheck Automatically close import process dialog on completion to view import details to allow viewing of the
results on completion
Click Finish

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The Accept/Reject window is displayed.

This window gives an opportunity to refine the import. The Items tab displays the high-level types to be imported, in
this example 8 elements of type :Pump.

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The Accept/Reject tab displays the attributes (owned by the :Pump items) to be imported from the Excel file.
Changes made in one tab will update the other. For this example, all the items will be accepted.
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In the Items, tab check Accept All Checkbox
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Click OK.
This will accept all the items and all their listed
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respective attributes.
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Check the Accept All check box to accept all the

required changes or updates as shown.

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New tags will be created, and Base Case data are generated for case variant attributes.
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The Import Progress window displayed indicates the progress of the import as highlighted with a summary of errors
and warnings if applicable.
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Click Dismiss to close the Import progress window and view the created tag. The imported data is displayed at the
bottom of the Grid.
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Exercise 4 – Case Data Excel Import

Using the procedure mentioned in chapter 7, this exercise will use the Excel import tool to import start-up case data
using the supplied file; CASE DATA_STARTUP CASE.XLSX

1. Open Grid PUMPS-FULL-VIEW from the MECHANICAL category.

2. As the configuration is the same, use the previously created worked example BASE CASE in Choose a
Configuration window.

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In the Worksheet and Element Type Configuration window select,

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Worksheet: Startup Case

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Element type :Pump

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3. In the Column and Element Configuration window, map the Attribute column attributes to the Excel
Column headings.

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4. In the Save Configuration Changes, enter STARTUP CASE as the Configuration Name
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5. Check the Accept All Checkbox to accept the changes/updates

Click OK

6. From the Set Active Cases, window check both Base Case and Startup Case Checkboxes

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Non-variant attributes e.g. TOTAL PRESSURE has been updated, and the differences in data values between Base
Case and Startup Case, e.g. TOTAL TEMPERATURE

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 Chapter 8

8. Grid Records Management

AVEVA Engineering Tags provides various Manage capabilities allowing users to:

• View and change the project lifecycle status of an item or element.

• Highlight changes to data between AVEVA Engineering Tags’ sessions.

This chapter covers Status control and Change Highlights Managements worked examples.

8.1. View and Change Status of Grid Data

AVEVA Engineering provides Status management facilities to graphically view lifecycle stages associated with the
elements in the current grid as a workflow diagram.

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Tagged items may be assigned a lifecycle consisting of defined Status, which they progress through. The System
Administrator defines the status levels in the Lexicon / Configuration module.
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8.1.1. Add and Change Status of Items in a Lifecycle – A Worked Example

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AVEVA Engineering 15.1 introduces an improved Tag Management System (TMS) feature that enables the
implementation of a Master Tag Register (MTR) mechanism. The Tag Management System (TMS) will automatically
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update the status for the attribute of Tagged Item (ENGITE) in the lifecycle.
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When any discipline user creates a new tag, the request is communicated through Shared service installed at the
server location. The Engineering service creates a tag in “Working” status in Master Engineering DB.
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The automatic approval process promotes the tag to “Approved” status. The “New tag is created” and delivered to
all users in the project.
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The newly created tag will always have status as ‘Approved’. The status management of the tagged item (ENGITE) is
controlled by TMS. For more details of TMS and process refer Engineering 15.1 Admin guide.

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This example describes how to add status for Discipline-specific attribute for item(s) e.g. Centrifugal Pump.
In a separate session enter AVEVA Engineering as MECH.ENG user with the following details: Username:

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MECH.ENG; MDB: ENGINEER
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If the “MECH.ENG”. AVEVA Engineering-Tags session is previously opened, do not re-enter the session, simply
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proceed with the following steps.

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Open grid PUMPS-FULL-VIEW. Select Tag P1502A & P1502B from the grid.).Click on the Manage tab as shown.
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Select the appropriate lifecycle for the displayed grid (e.g. PUMP-FULL-VIEW) from the Status Definition drop-down
list (in this case CentrifugalPumpMechUDET:ENGR-STATUS-DEFINITION-DISTRIBUTED-ELEMENTS)

Select the Status Graphical Viewer icon button to open and review the graphical representation of the selected
lifecycle. The Graphical View form is opened displaying the graphical representation of the selected lifecycle.

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The Status definition for the Distributed element (XPITEM) will not be shown in the dropdown if the distributed
attributes do not have values.

Select the desired elements in this case P1502A & P1502B. In this example for P1502A & P1502B, Attribute Dry
weight value updated to 100Kg.

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Click the Edit icon in the Status Action group of the Manage tab as highlighted:
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The Status Definition for Engineering Items form is displayed. The status of the element will be listed as Not
Controlled, meaning they are not on the current lifecycle.

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Elements with uncontrolled status values cannot be promoted or demoted; the options on the tab are disabled.

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Select the required status in this case Working [0] to apply to the element, enter a comment if required, and click OK
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The tagged items are set to the selected status in the list as shown:

Use the Multi-select filter in the ‘TagNo’ column to restrict the number of items in the displayed grid.

Promote the status of the next stage in the lifecycle, select it in the grid and click Promote in the Status Actions
group of the Manage tab or select Edit option to promote the element to the next status.

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The Status Definition for Engineering Items form is displayed as shown. Enter a comment if desired and click on OK
button to apply the status change:

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The “Status Definition for Engineering Items” form lists the names of the selected elements, the time and date of the
last status modification and identifies the user who made that change.

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The Multiple elements in the same status can also be selected and promoted or demoted.

Search for elements in a grid that share the same status in a lifecycle, click on the drop-down list next to Status
Values list field as shown below:

From the Status Values list, pull-down list selects the desired status from the available list in this case Pending
Approval [0].

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Click the search icon next to the pull-down list. All objects in the Grid at the selected status are then
highlighted. The selected Status value is displayed both in the grid and highlighted in the Graphical view form as
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shown.
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The selected Status value is displayed both in the grid and highlighted in the Graphical view form.

Right-click on a status definition (e.g. identified) from Graphical View form highlight items in the grid that shares the
same status.

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Remove an item from a status lifecycle by selecting the desired item (P1502A) in the grid. Click on the Remove
button in the Status Actions group of the Manage tab.

In this example select the No button.

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8.2. Status Statistical Report for Grid Records

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This functionality allows the user(s) to generate and view a graphical breakdown of the proportion of selected
elements in a grid at each status. This described in the worked example.
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8.2.1. Status Statistical Report for Grid Records – A Worked Example

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Select tags P1502A, P1502B, and P1601 using column filter.

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For Tag P1601 update Dry Weight attribute value to 150 Kg.
View the graphical or statistical breakdown of elements by selecting the desired elements e.g. P1601 in the grid and
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promote to the next status (Working).
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Then select the tagged items (P1502A, P1502B and P1601) in the grid and click the Statistics button in the Status
Actions group of the Manage tab. The Statistical Report form is displayed.

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Each coloured segment of the chart represents a status in the lifecycle currently selected for the grid, as explained in
the legend. Hover the mouse cursor over a segment to view the percentage of selected elements that the segment
represents.

Display a different chart type, by right-clicking on the report background to display a menu and select Chart type
from the sub-menu click on required chart type in this case Pie Chart (3D) as shown.

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Display the grid of selected elements that a segment represents, by right-clicking on it and select the Grid Elements
option from the menu.

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Edit the status of the elements that a segment represents, by right-clicking on it, select the Edit Status option from
the menu that is displayed. This facility is also available in the Status Actions group of the Manage tab. The selected
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segment is highlighted in yellow.
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View a log of the status changes that have been applied to the elements that a segment represents, by right-clicking
on it and select the Status History option from the menu that is then displayed.
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8.3. View History of Status Changes for elements

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This facility allows the users to view the details of the status transitions for the selected elements, along with other
session histories. This is described in the example below:
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8.3.1. View History of Status Changes for Grid Records – A Worked Example

View a history of status changes for elements, by selecting the desired item (P1502A) in the grid as shown:

Click the History button in the Status Actions group of the Manage tab. The Status History form is then displayed.

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The log can be printed or exported to an Excel spreadsheet by right-clicking and selecting the required option from
the context menu. If Export to Excel is selected the Save as the dialog is displayed. If Print Preview is selected, the
Print Preview window is displayed. A Refresh option is available to update the log with any changes made since it
opened.

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8.4. View Engineering Items on Schematic Diagram and 3D Model in Grid View
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In a Grid view, items (elements) that are associated (linked) with a schematic diagram and 3D model can be
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displayed and viewed in the Diagram Viewer and 3D Viewer.

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The User(s) can also highlight changes made to schematic diagram objects between selected sessions. This is
described in the worked example below:
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8.4.1. View Engineering Items on Schematic Diagram & 3D Model in a Grid View –
A Worked Example
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Open MASTER-EQUIPMENT-BASIC grid view from the MECHANICAL category.

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Select the desired item (P1501A) in a grid, and click Diagram in the View group of the View tab and from the pull-
down grid select View Selected Item on Diagram.

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The “View Selected Item on Diagram” option is only available when the element is linked with its equivalent in
Schematic database using Compare Update tool. .

The Diagram Viewer form is then displayed with the selected element, in this case, P1501A highlighted in the

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diagram.
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Alternatively, right-click on the grid and select View Diagram option from the sub-menu.

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The “View Diagram” option from the grid right-click menu is only available when the element is linked with its
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equivalent in Schematic database using the Compare/ Update tool.

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When the Diagram Viewer is open, an extra tab, Diagram Viewer-Actions, is displayed with options to navigate the
displayed diagram.
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Schematic Diagram can also be opened, when items are not linked with its equivalent in the schematic database by
clicking on the arrow under the Diagram in the View group of the View tab.

To display associated or linked 3D item, Select tag P1501A in the grid, click 3D in the View group of the View tab.
Alternatively, right-click on the grid and select 3D option from the sub-menu.

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The associated or linked 3D item is then displayed.

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Select the 3D Viewer Action tab to display the 3D Viewer contextual menu. Select the Equipment & Piping
checkboxes to display the 3D model of the selected element, in this case, P1501A.

By using the clipbox slider, it is possible to see more or less of the surrounding items.

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Transparency of surrounding items can be adjusted using the Transparency Slide to make the selected item stand out
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and to become clearly visible even if it is obscured by other items.

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Options are available in the 3D Viewer contextual menu for kinds of items to include in the 3D View (Equipment,
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Piping, Structure, Cabling, and Hangers & Others).

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8.5. Document Links

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Each document or another resource, either external or internal, that can be linked to a database element is
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represented in the database as Link Descriptor. The Link Descriptor's main role is to carry information about the
document it describes and a Uniform Resource Locator (URL).

It is possible for any other elements in the database to reference these Link Descriptors through a two-way
mechanism. This enables the users to find all elements that reference a particular Link Descriptor and the reverse, to
find all documents referenced by an element.

The schematic overview below shows the possible linkage to external documents.

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The example below describes how to view, documents and other resources linked to an item.

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8.5.1. Configure the Link Hierarchy – A Worked Example
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First, close all previous AVEVA Engineering-Engineer sessions. In a separate session, enter AVEVA Engineering as:-
• User SYSTEM,
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• Password XXXXXX
• MDB: ENGINEER
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In order to link documents to a database object, it is necessary to create at least one Link World (LINKWL). The Link
World (LINKWL) is an administration folder, which helps to organise the Link Folders, Link Classes, and Link
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Descriptors into a hierarchy of folders.

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Open the PUMPS-FULL-VIEW. Select a tagged item row in the grid view e.g. P1502A.
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Then click on the Linked Documents icon in the View group of the View tab.

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The Linked Documents form is displayed. Select the Folders/Classes tab on the form and then right-click and select
New world option from the context menu.

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A new Link world folder is created with a default name, enter a preferred name in this case PUMPSLINKWORLD

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Right-click and from the context menu select New Folder. A new folder is created, enter a preferred name in this
case PUMPSLINKFOLDER

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Navigate back to the PUMPSLINKWORLD object, right-click and from the context menu select New Class.
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The classification of documents is possible through the use of Link Classes (LNCLAS).

8.5.2. Adding Document Links – A Worked Example

The example below describes how to add document links to a tagged item.

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Click on the Links tab. Right-click on the Documents linked to Equipment window and select Add link option form
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The Add Link to form is displayed.

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The user has four options to choose a link category.

• Existing link: Allows user to add an already existing link in the database.
• Existing file: Allows user to add an already existing file in the database.
• Web page: Allows user to add a web address.
• E-mail address: Allows user to add an e-mail address.

In this example, select the Existing file category and complete the available text field using the data below:

Name: TRAINING_COLLATERAL
Description: TRAINING COLLATERAL
Path to file: Use the Choose file button to select and add the desired file path.

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Click the OK button to close the form.
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The Select Destination Container form is displayed, select the container inside which the link is going to be created
and click OK button.
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The linked document details can now be seen in the Linked Documents form.

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If required, the user can track/view relevant linked documents/items against each selected item in the Grid View if
the Track CE checkbox option is checked as shown.

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A tagged item(s) should be selected in the grid view before the “Track CE” checkbox option is checked.

The Linked documents can be removed, and the link is broken by selecting the related document, right-clicking and
selecting “Remove” option from the context menu

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Folders including their contents can be deleted by selecting the folder to be deleted and then right-clicking and
selecting Delete command from the context menu. /1 CN
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8.5.3. Assinging a Classs to Document Links – A Worked Example

Once a Document has been linked to a Link Class (LNCLAS) can be assigned. From the Linked Documents folder,
select the linked document to add it to a Link Class and then Assigned Class the preferred Class e.g.
PUMPSLINKCLASS by checking the relevant checkbox as shown.

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The classification of documents is possible through the use of Link Classes (LNCLAS).

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 CHAPTER 9

9. AVEVA Engineering – Deliverables

AVEVA Engineering allows user(s) to generate a wide variety of fully formatted reports from
the database, including key project documents such as:

• Datasheets.
• List data e.g. Line Lists, Valve Lists and Equipment Lists.
• Ad hoc or departmental report.
• Engineering Tag Information can also be used in 2D drawings (P&ID’s) and
Isometrics.

9.1. Datasheets Deliverables

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Datasheets instances are created based on datasheets templates Datasheet templates are created in the
Configuration module by the System Administrator. If required the documents can be viewed, edited or exchanged
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with third parties via Excel Export / Import.
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The steps listed below describe a basic workflow for datasheets generation.
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9.1.1. Creating Datasheet Instance – A Worked Example

This worked example illustrates how to create new datasheets instances using available datasheets templates
created in the Configuration module by the system administrator.

To illustrate this:

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Close all previous AVEVA Engineering-Engineer sessions.

Login enters AVEVA Engineering-ENGINEER module as MECH.ENG user with the following details: Username:
MECH.ENG; MDB: ENGINEER

Open the desired Grid view; in this example open the PUMPS-FULL-VIEW from MECHANICAL category.

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From the displayed List View (PUMPS-FULL-VIEW), select the desired item row (P1502A).
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From the Home tab, click New option from Datasheet Icon Pull-down list.

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The Datasheets form is then displayed.

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For projects without existing datasheet instance, the user must ensure that datasheet instance world (DSIWLD) and
group (DSIGRO) are created by the Admin User in Engineering Explorer.

Enter the following data in the appropriate Datasheets form textboxes.

Datasheets Template: Select CENTRIFUGAL-PUMP-DATASHEET-TEMPLATE from Pull-down list

The Name and Description fields are automatically set from the datasheet Template description. Users can modify
these fields (Name & Description) manually or via autonaming rule if required.

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Finally, click on the OK button to confirm the settings and open the Datasheets Instance. Then navigate to Page 1 as
shown. Click on the icon to close the datasheet

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If the number of tagged items exceeds the rows of the Continuation Area, which was defined in the Datasheet
Template, (in this case Nozzle Connections) a new page will be appended with the continued list information.

9.1.2. View/Edit Datasheets – A Worked Example

AVEVA Engineering supports two-way data modification that let the users view and edit datasheets directly from the
List grid View and Datasheet list.

From the Grid View (e.g. PUMPS-FULL-VIEW), datasheet instance of the tagged item (P1502A). can be viewed by
double-clicking on the DATASHEET ICON column cell as highlighted below:

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If the Datasheet icon is not visible. Do Savework, exit the grid view and re-open the same list view to display the
datasheet icon (Excel) in grid view.

Once the datasheet instance is displayed, click on the preferred cell and type in the data. If the cell has a picklist, the
user can also select a value from the drop-down list.

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In this example, update the following fields using the data below:

• Area/Unit: Enter - 101’.

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• Description: Enter - CENTRIFUGAL PUMP
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Inquiry No: If a cell in the list view has a list of values, this is often represented as radio buttons in the datasheet list
to edit the cell. Click on the preferred radio button e.g. AV-01.
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The Grid view and Datasheet instance are updated simultaneously. The background colours of cells indicate if the
update is successful or unsuccessful. In this example, the updates are successful.

9.1.3. Adding Notes Information in Datasheet Instance – A Worked Example

AVEVA Engineering provides the capability to add note information in datasheet Note Page. This new feature
enables the storage of the note information about the tagged item in the database.

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A datasheet template must be configured with the ‘Notes control’ settings mapped to a long string attribute type in
order to store note information in the database. Refer to Engineering 15.1 Admin Training Guide for more details.

Select the Note Page from the displayed datasheet instance (P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE). Add
the notes; in this example enter Support to Internal Pipes and press the Enter key.

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Additional Note Page can be added to the datasheet instance if required by clicking on the New sheet tab and select
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Add Note page from the context menu.

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The Additional Page Selection Form is then displayed, showing available Additional Page definitions. Select the
desired Additional Page definition, in this case, CENTRI-PUMP-DATASHEET-TEMPLATE_Note Page.

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Click on the OK button. Clicking the OK button automatically adds additional Note Page to the displayed datasheet
instance.

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Finally, click on the SaveWork to save the updated information to the database.

9.1.4. Datasheets Revisioning – A Worked Example

Datasheets revisions work on the standard Status definitions.

Open the preferred datasheet instance (e.g. Datasheet Instance for P1502A) by double-clicking on the DATASHEET
Icon column cell.

If the Datasheet Instance is previously opened, simply proceed to the next step.

Select the datasheet instance to make it the active item.

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Click on the Manage tab and select the appropriate lifecycle for the displayed datasheet list from the Status
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Definition pull-down list in this case Datasheet Instance: ENGR-STATUS-DEFINITION.

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Select the Status Graphical Viewer button next to open and review the graphical representation of the selected
Status lifecycle.

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The status transition to the ‘Working’ state triggers the creation of a new working revision of a datasheet instance
(*).

Select the desired datasheet instance in this case P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE. Click the Edit icon
in the Status Action group of the Manage tab as highlighted.

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The Datasheet Instance: ENGR-STATUS-DEFINITION form displays the first stage of status transition for the
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datasheet, which in this case Working [0].

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To promote the status of the element P1502A_CENTRIFUGAL-PUMP-DATASHEET-TEMPLATE to the next stage in the
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lifecycle, select the next Status Value (Pending Approval [0]) from the pull-down list.

Enter a comment if desired and click on the Apply button to apply the status change.
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Promote the item P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE to the next stage in lifecycle i.e. (Pending
Approval to Approved), by selecting datasheet and click Promote in the Status Actions group of the Manage tab.

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Select the appropriate Reason from the pull-down window to enable the OK button. In this case, select For
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review.Click on the appropriate Revision radio button e.g. Major to display the corresponding Revision Number (A1).
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Click on the OK button to apply the settings. Then select the Yes button in the Revision Issue.

Once the revision process is completed, savework and close the datasheet instance.

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Alternatively, revisioned datasheet instance can be viewed and displayed by clicking on the Open Revisions option
from Datasheet icon pull-down list.
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Issued datasheet instance is displayed with the appropriate revision number and revision marks as highlighted.

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Revision control is only applicable to datasheets instance, not the templates.

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Approved datasheets instance is not editable. To edit a datasheet instance that has been issued, a working copy has
to be created by demoting the issued datasheet instance (Approved copy) to a Working status value as shown
below.
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Click the Demote icon in the Status Actions group of the Manage tab to move the datasheet instance from
Approved to Working status. Click on the OK button to apply the settings.
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The revision column in the datasheet instance view is automatically updated from A1 to A1* which indicates a
working revision.

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Do a Savework, to update the database.
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9.1.5. Editing Records Via Datasheet Instance - Worked Example

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Discipline-specific attribute data can only be updated by users with appropriate right access. This worked example
illustrates the update of process attributes by Process discipline user.
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Each discipline has full control of their own data whilst working with data issued from all the other disciplines.
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Close all the previous sessions, enter AVEVA Engineering-Engineer module as PROC.ENG user with the following
details: Username: PROC.ENG; MDB: ENGINEER
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Open the PUMPS-FULL-VIEW grid. Select the desired tagged item (P1502A) and double-click on the DATASHEET icon
column cell as highlighted below to the open the datasheet instance.

Once the datasheet instance is displayed, navigate to Page 1 of the datasheet instance and update the following
fields using the data below:

Attributes Values
Total Temperature 90.00
Total Molecular Weight 78.50
Total Mass Flow 223.24

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The background colours of cells indicate if the update is successful or unsuccessful. In this example, the updates are
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Then click on the Total Temperature unit cell pull-down window and select K from the available list options.
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The displayed values are automatically converted from degC to K as shown.

To increase or decrease the precision of the displayed value, click on the Precision button on the dropdown.

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Increase the No. of Decimals to 3 and click on the OK button.

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The units change only applies to a Datasheet instance’s presentation, it does not affect the project default units.

Finally, click on the SaveWork to save the updated information to the database

9.1.6. Adding Process Sketches in Datasheets Instance – A Worked Example

AVEVA Engineering provides the capability to add a tag specific sketch on an instance of a datasheet rather than a
generic one on the datasheet template.

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To illustrate this:

Navigate to the Sketch page. Then right-click on the image, to display the context menu and click on the Add Image
option to insert a new image.

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A datasheet template must be configured with editable “Sketch control” settings in order to modify the sketch page
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on the datasheet instance.

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Click the on Insert Picture option and select the preferred picture file e.g. Pump Sketch_1.
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The sketch page is then updated with the chosen sketch /picture as shown:

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An additional Sketch page can be added to the datasheet instance if required by clicking on the New sheet and select

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Add Sketch page from the context menu.
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The Additional Page Selection form is then displayed showing available Additional Page definitions.

Select the desired Additional Page definition, in this case, CENTRI-PUMP-DATASHEET_Sketch Page and click on the
OK button.

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Clicking the OK button automatically adds additional page to the displayed datasheet instance. The newly added

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page (s) can be re-ordered (drag and drop) the page to the preferred position.
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The only limitation on the re-ordering of pages is that a page would not be allowed to be dropped into the middle of
a continuation page sequence.

9.1.7. Adding Notes Information inDatasheet Instance from RTF File – A Worked
Example

AVEVA Engineering datasheet tool provides the capability to load external RTF file to update the datasheet instance
free cells as well as direct modification of the values of the free cells.

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The free text cells are updated to hold data of type Text, Numeric, and need to define in datasheet template. Free
text cell with numeric type can allow mathematically operations.

Information in Datasheet instance free cells are not stored in the database. The information is stored in a Datasheet
instance document (Excel file).

The free text cells are updated to hold data of type ‘Text’, Numeric’, and need to define in datasheet template. Free
text cell with numeric type can allow mathematically operations.

To illustrate this, first navigate to the Free Cell section of the datasheet instance. In this example, (Page 1- Remark
Section). Right-click on the cell and select Load RTF file to update the datasheet instance free text cells.

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Select the preferred the RFT file, in this case, Demo_test from the desired directory and click the Open button.
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The datasheet instance free text cell is then updated accordingly. Users can edit the RFT files via the datasheet
instance if required.

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Information can also be directly entered into the free cell without the use of any external rft.files.

9.1.8. Enabling Display Rules in Datasheet Instance – A Worked Example

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Display values rules allow users to apply rules on datasheet cell both at a template and instance-level to display
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attribute values in datasheets instance based on the defined rules and conditions.
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settings. For more details on Display Rule configuration, refer to AVEVA Engineering 15.1 Administration training
guide.
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Using previously displayed datasheet instance e.g. P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE. Navigate to the

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appropriate cell in the datasheet instance.

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Right-click on the [Page 1- Total Temperature] attribute value cell. In the context menu select Display Rule > Show
Editor.
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The rules created in Datasheet template are Original Rules. Whenever the user tries to edit the original rule, a new
Current Rule is created for the instance.

In this example, the Original Display Rule has a condition [cell value equal (=) 60 degC] on the database attribute
value [Total Temperature], which means if the database attribute [Total Temperature] value contains this value, the
conditions get satisfied and static text will be displayed on the datasheet cell instead of actual value as shown below.

Modify the database attribute [Total Temperature] value from 90 °C to 60 °C. The static text See note 7 will be
displayed on the datasheet cell instead of actual value when Use Comment Only option is checked.

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Change the ‘Total Temperature’ display unit of measure from K to degC

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With Use Comment Only option un-checked, the static text format will change to Prefix Cell Value and PostFix, Less
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than 60.00 and higher.

Check the Use Comment Only option, to display the static text ‘See note 7’

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9.1.9. Edit/View Import Process Case Data in Datasheer Instance

AVEVA Engineering provides the capability to import/export Process Cases (simulation) data via the Excel
Import/Export utility as illustrated in chapter 7.

Using the previously displayed datasheet instance e.g. P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE. Navigate to

the appropriate page cell (e.g. page 1, Case Description cell ) in the datasheet instance.

In Datasheet instance available cases data can now be displayed/viewed/edited using the new Case Selection
Control as shown below.

To use the “Case-Control” in the Datasheet instance, the Datasheet template must be configured with Case-Control
settings. For more details on Case-Control configuration, refer to AVEVA Engineering 15.1 Administration training
guide.’

Select the Base Case option from the pull-down list, and update the following fields using the data below:

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Once the datasheet instance is displayed, select the Base Case option from the pull-down list, and update the
following fields using the data below.
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Attributes Values
Stream Description Feedstock from Storage
Stream Number S-1
Total Vapour Fraction 0.00

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From the Case Description cell, select Design Case from the available pull-down list.
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Then update the following Design Case fields using the data below:

Attributes Values
Stream Description Feedstock to Stabilizer
Stream Number S-2
Total Temperature (degC) 90.00
Total Pressure (bar) 40.50

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Then after, click on the circle symbol to fill in the shape. In this example, this is to indicate that the field has been
completed by the Process User.

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If required, the datasheet instance pages can be duplicated to show different case data per page as illustrated
below. Right-click on the preferred page, in this example Page 1. In the context menu, select Duplicate Page.

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The duplicated page is automatically created and re-numbered accordingly as shown.

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The Duplicate property must be configured in the datasheet template, in order to use the capability in the datasheet
instance.

Finally, click on the SaveWork to save the updated information to the database

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9.1.10. Datasheets Export/Import

Users (Engineers) can Export /Import datasheet as Excel spreadsheets, to or from vendors, or from other
departments using the AVEVA Engineering Excel Import capability.

Data imported from spreadsheets compared against existing records in the database and all differences between
current and data to be imported is highlighted to users enabling acceptance or rejection of the data.

9.1.11. Datasheets Export/Import – A Worked Example

This example illustrates the export of a datasheet instance from AVEVA Engineering to external vendors.

Close all previous AVEVA Engineering-Tags sessions.

Login into AVEVA Engineering-Engineer module as MECH.ENG user with the following details: Username:
MECH.ENG; MDB: ENGINEER

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Select the displayed Datasheet instance. Click the pull-down arrow button next to the Excel Export in the Import /
Export group of the Manage tab. Select the Current Datasheet to Provider option.
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Exporting a datasheet instance with Current Datasheet to Provider option. When exported as an Excel spreadsheet,
cells that have been set with the “Provided by Supplier” setting in the datasheet template will editable, other cells will
be locked by default. Enables the cells that have been set with the Provided by Supplier settings in the datasheet
template, to remain unlocked by default, with the rest of the cells in the datasheet instance being locked by default,
when exported as an Excel spreadsheet

Exporting a datasheet instance with Current Datasheet option. Allows the user to export the datasheet instance to
Excel.

Exporting datasheet instances with Selected Datasheets To Single Excel option. Allows the user to export selected
datasheet instances to Single Excel files.

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Exporting datasheet instances with Selected Datasheets To Multiple Excels option. Allows the user to export selected
datasheet instances to Multiple Excel files.

Enter Name of the export file and click the Save button.

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The exported Excel file is saved to a predefined location.
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Open the exported Excel file and update the following fields:

Model Number: Enter AV-090-2223

Save the update and close the Excel file.

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A warning message is displayed by default if the vendor tries to modify unauthorised fields such as Description field
as shown below:

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Import the same Excel file into AVEVA Engineering. Select the displayed Datasheet. Click the pull-down arrow button
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next to the Excel Import in the Import / Export group of the Manage tab.

Select the Current Datasheet from the submenu and click on the Import option.

Select the Excel file (P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE.xlsx) and click the Open button to display the
Datasheet Excel Import wizard dialog.

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Check the Accept checkbox for the tag (s) e.g. P1502A for which attributes or free texts will be imported.
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To continue, click on the Next button from Select Tag(s) page to display the attributes to import from Excel file to
the datasheet. The Datasheet Excel Wizard then scans the Dabacon database and determines what changes will take
place if the import is confirmed.

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Click on the Clear Selection option to deselect the Accept column checkboxes.
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Click on the MODEL NO Accept checkbox to accept the attributes to be imported, if the checkbox is unchecked.
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Only data with the Accept checkbox checked are imported.

Check the “Accept All” check box to accept all the changes or updates.

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Click on the Next button and the import process is completed without errors. Click on the Finish button to complete
the import process and close the Datasheet Excel Wizard respectively.

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The Summary and Errors & Warnings Tabs on the Import Progress Dialog displays the textual description of the
import and a list of import errors respectively.
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The changes are then applied to the database and the import data is displayed in the appropriate list e.g. Datasheet
instance.
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9.1.12. Creation of Tagged Item Component Part via Datasheet Instance

The class model associations functionality helps to create relationships between classes. For example, the Pump e.g.
Centrifugal Pump is made up of numerous component parts e.g. Nozzles, Casing Shaft, Electric Motor, and many
others as shown in the diagram.

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The datasheet functionality provides the capability to create instance/record of associated component parts of a
tagged item. The parts creation is only applicable to class with Can have part sub-associations.

The following worked example illustrates the creation of an Electric Motor record (Tagged item) as a component part
of Centrifugal Pump via the datasheet instance.

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Currently, this feature is only enabled if the datasheet template data source is defined as DBViewset. please refer to
Admin guide for details. /1 CN
Login into AVEVA Engineering-Engineer module as MECH.ENG user with the following details: Username:
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MECH.ENG; MDB: ENGINEER.

If you are already in the Engineer module with MECH.ENG user and MDB: ENGINEER, please continue with the
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worked example.
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In order to show associated tagged items for the Centrifugal Pump records, enable the PUMP-FULL-VIEW sub-grids.

Open the grid explorer, Select PUMP-FULL-VIEW from MECHANICAL category. Right-click and select Properties from
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the context menu.

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The Grid Manager form is displayed. Click on Sub-grids to display layout

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Expand the MECHANICAL hierarchy /1 CN
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Select NOZZLE-GRID and ELECTRIC-MOTOR-GRID to add as Sublists to PUMPS-FULL-VIEW and click OK.

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Open grid PUMP-FULL-VIEW.

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Select tag P1502A in the grid using Column filtering. Open the previously created datasheet instance
P1502A_CENTRIFUGAL-PUMP-DATASHEET_TEMPLATE.

Navigate to page 2; a section is defined for Electric motor data, select any attribute cell and right-click to open the
context menu.

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The Create Tag window is displayed.

The Create New option button creates a new record for the associated class, in this case, Electric Motor class. The
Select Existing option displays the existing record for the associated class for attribute updates.

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Click on Create New button to creates a new record for the associated class. The New Tag window is displayed and
updated to reflect the project naming rule definitions.

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If the naming rule is not defined, the New Tag window will not appear and a new tag will be created with the default
system name.

Completing the fields representing naming parts with the following information and click Create to request the tag
creation through TMS.

Tag Letter: EM
Tag Number: 10
Suffix: B

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The new tag is created and displayed both in datasheet instance and the grid view.

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The newly created Electric Motor tag is available in Subgrid for Electric motor for Centrifugal Pump tag P1502A

Select tag P1502A to make appear linked Electric Motor tag EM1002B.

9.1.13. Assigning Multi-Tag Items to Datasheet Instance

The datasheet tool provides the capability to assign and access data from multiple tags in a single datasheet
instance. This functionality is particularly useful when there are multiple items with similar datasets or when two
equipment shares identical design/operating data.

The example below demonstrates the creation of a single datasheet instance with multiple tagged items (P1502A
and P1502B). In this example, these two pumps have the same design parameters.

Login and enter AVEVA Engineering-Engineer module as MECH.ENG user with the following details: Username:
MECH.ENG; MDB: ENGINEER

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Open the desired grid view; in this example open the PUMPS-FULL-VIEW from MECHANICAL category.

Filter P1502A and P1502B using the custom filter in the grid.

Select the tagged item P1502A. Navigate to Datasheet > New

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Datasheet window is displayed. The Tags field is automatically populated with the Client name of the selected
tagged item
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AVEVA Engineering Naming rule functionality provides the capability to assign multiple names to tag items. In this
example, the selected tagged item was imported into Engineering and the source name(P1502A) stored against the
system attribute Name. The Client name attribute value was generated based on the project naming
rules/definitions.

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Click on the browse button. The Reference Array Browser is displayed. Click on Add button to add the tag P1502B

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Engineering reference browser is displayed. Select tag P1502B.
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The tag P1502B is added to reference browser window. Click the OK button.

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Then select the template as CENTRIFUGAL-PUMP-AREA-DATASHEET-TEMPL and Click the OK button.

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The datasheet instance is generated. Navigate to Page 1.

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Respective tagged item attribute values can be view by clicking on the dropdown button on Name attribute as
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Select Page 2 of the datasheet instance.

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Click on the dropdown button on Name attribute and select tag P1502B, the related attributes are displayed.

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The related attributes of the selected tag P1502B, are displayed.

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9.1.14. Datasheet Instance Cinfiguration – A Worked Example

Datasheet tool provides a number of configuration options such as Change Highlighting, Watermark, Export Folder,
etc.) to manage datasheet instance. This configuration can only be set up by the system administrator or user(s) with
administrative access rights.

This is described in the following worked examples.

Change Highlighting Option

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The change highlighting option allows users to set parameters such as ( Attributes changes, Unit of measure
changes, Cell position changes, Sort order of list items and Apply font) that trigger changes highlight functionality
in datasheet instance.

Close all previous AVEVA Engineering-Engineer sessions.

Login enter AVEVA Engineering-Engineer module as SYSTEM user with the following details: Username: SYSTEM;
Password: XXXXXX; MDB: ENGINEER

Click on the Admin tab and then select the Settings icon in the Datasheet group of the Admin tab.

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The Datasheet Configuration window is displayed.
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In this example under the Change Highlighting section, select the Attributes changes options. This enables the
datasheet instance change highlighting capability for attributes values changes when comparing revisions of
datasheet instances.

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Watermark Option
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This option allows users to set-up and applies watermark parameters to issued datasheet instance.
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From the Watermark section of the Datasheets Configuration form. Select the Apply watermark checkbox to enable
the Watermark settings.
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Completing the Watermark settings fields with the following information:

Text: CONFIDENTIAL
DIRECTION: Vertical

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Font: Arial
Colour: Red
Size: 24

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Select the OK button to save the settings.
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9.1.15. Comparing Datasheet Instances Revisions – A Worked Example

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Revisions of selected datasheet instances can be compared, and the changes highlighted using revision markers.
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This example compares a working revision of a datasheet instance (P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE)

- (A1*) against an approved copy (P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE)-(A1)
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Close all previous AVEVA Engineering-Tags sessions.

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Login into AVEVA Engineering-Engineer module as MECH.ENG user with the following details: Username:
MECH.ENG; MDB: ENGINEER

Open the PUMPS-FULL-VIEW grid. Select the desired tagged item (P1502A) and double-click on the DATASHEET icon
column to the open the datasheet instance.

Select the Datasheet Instance (P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE (A1*) and click on the Compare
Revisions from Datasheet icon pull-down list.

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Select the preferred Revision numbers from the Compare Revision pull-down list as shown:

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Click on the OK button to display the results. The changes made since the last revision (A1), are automatically
highlighted.

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User(s) can change the default colour to preferred colour feedback if required using the Edit Highlights Colour
accessible from the View tab.

Do Save work, to update the Database.

9.1.16. Publishing Datasheet Instances – A Worked Example

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Datasheets can be published as Excel files saved to a predefined location and PDF versions of the published
datasheets can be produced.
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Datasheets instances can also be published to AVEVA NET in xlsx file format. To do this, configurations for publishing
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datasheets to AVEVA NET must be set up via the AVEVA NET Gateway setup tool.

To publish datasheets as a PDF data file:

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Click on the Manage tab and select the displayed Datasheet list. Select Current Datasheet from the PDF Export pull-
down list in the Import/Export group of the Manage tab.
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Enter the Name for the export file and click the Save button.

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The exported PDF file is saved to a preferred location. Double click on the PDF to open.

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9.1.17. Print Datasheets

The selected datasheet can be previewed and printed.

To do this, click on the Project tab and select the Print Datasheet option.

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Exercise 5 - Datasheets
1. Create a new datasheet for tag item P1502B using CENTRIFUGAL-PUMP-DATASHEET-TEMPLATE as shown:

2. Display the newly created datasheet, enter the following records and issue the datasheet with appropriate

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Revision Number.
Tag Item Attributes /1 CN Values
Area/Unit 103
P1502B Description Pump
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Total Pressure [ Base Case] 45.00 (bar)

Total Pressure [Design Case] 40.00 (bar)
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3. Add Revision Number to the datasheet instance and then publish the datasheet as PDF with watermark
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configurations set to DRAFT.

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Do a SaveWork, to update the Database and exit the application.

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9.2. List Datasheet Deliverables

List Datasheets is an extension of the existing Datasheets feature that has been implemented to allow the
Datasheets functionality to be able to be used to create Lists deliverables.

In AVEVA Engineering, the List datasheets instances are created based on List datasheets templates created in
Configuration module by the system administrator.

The steps listed below describe a basic workflow for List datasheets generation.

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9.2.1. Creating List Datasheet Instances – A Worked Example

AVEVA Engineering allows new datasheets instances to be created from existing datasheets templates created in
the Configuration module by the system administrator.

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To illustrate this:

Close all previous AVEVA Engineering-Tags sessions.

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Enter AVEVA Engineering-Engineer module as PROC.ENG user with the following details: Username: PROC.ENG;
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MDB: ENGINEER
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In this example open the PROCESS LINE – FULL from PROCESS category.
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Once the Grid View (PROCESS LINE – FULL) is displayed. Select the Datasheet Icon drop-down list and click the New
List option from the drop-down list.

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The List Datasheets Selection form is then displayed.

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For projects without existing datasheet instances, the user must ensure that a datasheet instance world (DSIWLD)
and group (DSIGRO) are created by the Admin User in Engineering Explorer.
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Select a List Datasheet Template in this case PROCESS-LINE-LIST template and enter the following data in the
Datasheet Name textbox.

Datasheet Name: LINE-LIST

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Datasheet Name text field currently does not support space.

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Finally, click on the OK button to create and open the List Datasheets Instance.

The List Datasheet is then displayed with all the Line tagged items.
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If the number of tagged items exceeds the rows of the Continuation Area, that was defined in the List Datasheet
Template, a new page will be appended with the continued list information.

Close the displayed List Datasheet Instance.

9.2.2. View/Edit List Datasheets Data – A Worked Example

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List Datasheet supports two –way data modification that is; users are able to view and edit list datasheets directly
from the List grid View and List Datasheet instance.

Apply the column filter to the PROCESS LINE-FULL the grid view to display the following tagged items;
80-UW-22102-A5, 80-UW-22101-A5, and 80-UW-22100-A5.

Select any row in the grid view. Select the Datasheet Icon drop-down list and click the New List option from the

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drop-down list.
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Using the displayed List Datasheet Instance (e.g. PROCESS- LIST-DATASHEET-TEMPLATE), update the following fields
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in Page-1 using the data below:

Tagged Name Temp – Min

(Operating)
80-UW-22102-A5 42.00
80-UW-22101-A5 41.50
80-UW-22100-A5 43.60

Once the Grid View (PROCESS LINE – FULL) is displayed. Select the Datasheet Icon drop-down list and click the New
List option from the drop-down list.

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Finally, click on the SaveWork to save the updated information to the database. Then close the displayed List
Datasheet Instance.

The units change only applies to List Datasheet instance presentation, it does not affect the project default units.

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Similarly, create a list datasheet instance for the Pump Grid using the Pump List Datasheet Template to view a
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To illustrate this:
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Close all previous AVEVA Engineering-Engineer sessions.

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Enter AVEVA Engineering-Engineer module as MECH.ENG user with the following details: Username: MECH.ENG;
MDB: ENGINEER
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Open grid PUMPS-FULL-VIEW and select tag P1502A.

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Click on New button to create Nozzles associated with Pump P1502A.

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The Select Class window is displayed. Type Nozzle to search for the desired class. Select the Nozzle class.

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Click the Select button to update the New Tag window with the selected class. Complete the displayed window with
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the following information.
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Enter No. of Tags: 4

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Click on Create to generate four new tags of Nozzles associated with Centrifugal Pump tag P1502A.
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The four nozzle instances/records are created and displayed in the Nozzle sub-grid for the selected pump item
(P1502A).

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Remove column filter and select All to see all tags in the grid.
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Select any tag grid. Select New List from the dropdown list from the Datasheet tab.

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The List Datasheet Selection Form is displayed. Select PUMP LIST-DATASHEET template and Enter below details

Datasheet Name: PUMP-NOZZLE-LIST

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Click OK to create list datasheet to for Pump and its associated nozzles.
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The list datasheet instance is then generated. Navigate to Sheet 2 to view the tagged item P1502A and its associated
Nozzles

In this example, the datasheet template is configured using Nested continuation area to show a single pump and its
associated nozzles on each page.

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If the number of tagged items exceeds the rows of the Continuation Area, which was defined in the Datasheet
Template, (in this case Nozzle Owned) a new page will be appended with the continued Nozzle information.

9.2.3. List Datasheets Export

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List Datasheets can be Exported /imported as Excel spreadsheets, to or from vendors, or from other departments
using the AVEVA Engineering Excel Import capability.
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Data imported from the spreadsheet is compared against existing records in the database and all differences
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between current to be imported data is highlighted to users enabling acceptance or rejection of the data.
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9.2.4. List Datasheets Export – A Worked Example

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This example illustrates the export of a list datasheet instance from AVEVA Engineering. Using the displayed list
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datasheet instance, select the list datasheet instance to make it the current element (item).
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Click the pull-down arrow button next to the Excel Export in the Import / Export group of the Manage tab. Select
the Current Datasheet option.

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Exporting a list datasheet instance with Current Datasheet to Provider option. Enables the cells that have been set
with the Provided by Supplier settings in the datasheet template, to remain unlocked by default, with the rest of the
cells in the datasheet instance being locked by default, when exported as an Excel spreadsheet.

Exporting a list datasheet instance with Current Datasheet option. Allows the user to export the datasheet instance
to Excel files

Exporting a list datasheet instances with Selected Datasheets To Single Excel option. Allows the user to export the
selected datasheet instances to Single Excel file.

Exporting a list datasheet instances with Selected Datasheet To Multiple Excels option. Allows the user to export the
selected datasheet instances to Multiple Excel files.

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Enter Name of the export file (LIST-PUMP-NOZ) and click the Save button.
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The exported Excel file is saved to a predefined location. Double click on the Excel to open.

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9.2.5. Print List Datasheet

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The selected datasheet can be previewed and printed. /1 CN
To do this, click on the Project tab and select the Print Datasheet option.
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Exercise 6 – List Datasheets

1. Using the same procedure as described in [List Datasheets chapter], import the same exported Excel file
[LINE-LIST] after updating the fields listed below into AVEVA Engineering using the Excel Import > Current
Datasheet option.

a. Open the exported Excel file and update the following fields:

Tagged Name Temp – Min (°C)

(Operating)
80-UW-22097-A5 300.00
80-UW-22098-A5 317.00
80-UW-22099-A5 318.50

b. Save the update and close the Excel file.

c. Select the Current Datasheet from the submenu and click on the Import option.

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d. In the Datasheet Excel Import wizard dialog, search for the desired tagged items for which attribute data
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needs to be imported and check the Accept checkbox as shown.

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e. To continue, click on the Next button from Select Tag(s) page to display the attributes to import from Excel
file to the datasheet.

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Click on the Next button and the import process is completed without errors. Click on the Finish button to complete
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the import process and close the Datasheet Excel Wizard respectively.
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9.3. Report – Deliverables
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The Reporting tool in AVEVA Engineering allows user (Engineer) to run a quick report e.g. Equipment list, Line list
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and any kind of ad hoc report on the data in the list view using pre-defined templates. The generated reports can be
previewed and exported or printed in different formats such as PDF, HTML, etc.
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The Reporting tool in AVEVA Engineering provides the following reporting facilities:
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• Quick reports - run on the data in the current list using simple pre-defined templates
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• Reporting Designer - used to create new reports and report templates.

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This section will describe, with worked examples, how to run a report on the data in the current list.

9.3.1. Running Quick Report on the Current List - A Worked Example

To run a report which contains the data displayed in the current list, open the List Views in this case EQUIPMENT
LIST-FULL LIST. Click on the Quick Report icon in the Grid Actions group of the Home tab.

The Quick Report form is then displayed as shown:

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Click on the Look In drop-down to select the template location, in this example select Product as shown below.
Select the desired template (A4-Portrait) to be used as the basis for the new report as shown:

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Select the Open button from the Quick Report form.

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If any of the default layout is selected, the user will then be prompted to confirm if you want the default layout to be

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applied as shown.
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If the Yes button is selected, the Reporting Tool will automatically place the fields in the current list grid into a
system-generated table placed directly in your Quick Report and displayed in the Preview tab as shown.
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The Report includes all data from the current list grid. The Quick Report Designer dialog will allow the user to export
the report to various file types or print the report.

For further details, on Quick Report, please refer to the Reporting User Guide.

9.3.2. Running Pre-Defined Report – A Worked Example

To run a pre-defined report either supplied with the product or created by system administrators, click Reports in
the Reporting group of the Home tab. From the menu that is then displayed, click Run Reports.

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The Run Reports form is then displayed. Click on the Look In drop-down to select the template location.
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Select the desired Report Definition, in this case, Process-Line-list and click the Run button.

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The Run Report form of the Reporting Designer is then displayed, from which the report can be printed and/or
exported.
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For further details, on Quick Report, please refer to the Reporting User Guide.

9.4. Document Pack Deliverables

AVEVA Engineering, provides facilities to create documents pack for deliverables such as datasheet instances,
drawing) generated within the application. The document pack can contain Cover Page, Table of contents. The
document pack can be revision controlled to track changes and export its native format or PDF.

9.4.1. Creating Document Pack – A Worked Example

Open the Document-Pack-Grid.

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Click on New button to create a document pack instance.

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A new document pack instance is created with a system default name as shown.

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Currently, Document Pack element is not controlled by TMS, so a non-TMS creation is triggered for Document Packs.

Rename the Document pack using the details below;

Name: DP-001

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Description: Document pack for Datasheet and Drawing
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9.4.2. Adding Document to Document Pack

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Select the document pack instance and click the Document Packs button in the View tab.

The Document Pack Details window is displayed.

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Adding Cover page

Click on Add Cover page button.

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A cover Page template has to created and configured by the Admin User before it can be available for use.

The Add Cover Page window is displayed. Select the COVER-PAGE-DOC-PACK from the available list and click the
Add button.

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The cover page instance is added to the document pack instance.

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Adding Table of Content

Click the TOC button.

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A Table of Contents template has to created and configured by the Admin User before it can be available for use.

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The Table of the Content window is displayed. Select the DOCUMENT-PACK-TABLE-OF-CONTENTS from the
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available list and click the Add button.
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The TOC instance is added to the document pack instance.

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Adding Documents

Click on Add Documents button to add Datasheet Instances/Drawings. The Add Document window is displayed.

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Select the highlighted document and click the Add button.
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The selected Datasheet instances added to document pack.

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Reorder and removing documents

Documents added inside document pack can be reordered and removed. The Up and Down buttons change the
order of the documents.

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Documents can be removed from the document pack using the “Remove” option.

9.4.3. Document Packs Status and Revision Control

Document pack can be revision controlled using status definition and Revision control.

The document pack (EDOCPK) element must be added to the status definition and revision control definitions by the
Admin User in the Configuration module.

Select the document pack DP-001 in the grid. Navigate to Status Action tile in Manage tab.

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The status control window displays Status definition selected for Document pack.

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Click on Edit button to update the status of the selected document pack. The status window is displayed
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Click on the arrow. Select the status as Working from the dropdown. Click Apply to update status.
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Click the Promote button to update status to next value, add a comment as required.

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The status updated to Pending Approval. Click OK button to confirm.

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Similarly, update the status to Approved. Select Revision to Major and Click OK.

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The document pack current revision updated to A1.
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9.4.4. Document Packs Export – A Worked Example

The document pack can be exported in pdf format as a single or multiple files.
In this worked example, select the document pack instance DP-001. Click the Export icon in the Manage tab and
select the Document Pack option from the dropdown menu list. The user can select to Single PDF or to Multiple
Formats option of exporting the document pack contents. In this case select to Single PDF.

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Browse for Folder window is displayed to select the directory to save the exported document pack.

Progress bar displayed to show the status of the export process.

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Once the export process is completed the Document pack is exported to the selected location.
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