Process Engineer User Guide

AVEVA Instrumentation Process Engineer User Guide
AVEVA Solutions Limited
Disclaimer
AVEVA Instrumentation provides instrument sizing calculations for estimation purposes only, end users of the software should not rely on the calculations produced by the software for design purposes. End users should seek the advice of certified equipment suppliers prior to specifying or purchasing equipment. To the fullest extent permissible at law: a) AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free from viruses; b) 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 customer, including any loss suffered by the customer 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; c) 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 customer's claim is brought. 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
All intellectual property rights, including but not limited to, copyright in this manual and the associated software, (including source code, object code, and any data) belongs to or is validly licensed by AVEVA Solutions Limited or its subsidiaries. All rights are reserved to AVEVA Solutions Limited and its subsidiaries. The information contained in this document is commercially sensitive, and shall not be copied, reproduced, stored in a retrieval system, or transmitted without the prior written permission of AVEVA Solutions Limited. Where such permission is granted, it expressly requires that this Disclaimer and Copyright notice is prominently displayed at the beginning of every copy that is made. The manual and associated documentation may not be adapted, reproduced, or copied, in any material or electronic form, without the prior written permission of AVEVA Solutions Limited. The user may also not reverse engineer, decompile, copy, or adapt the associated software. Neither the whole, nor part of the product described in this publication may be incorporated into any third-party software, product, machine, or system without the prior written permission of AVEVA Solutions Limited, save as permitted by law. Any such unauthorised action is strictly prohibited, and may give rise to civil liabilities and criminal prosecution. The AVEVA products described in this guide are to be installed and operated strictly in accordance with the terms and conditions of the respective licence agreements, and in accordance with the relevant User Documentation. Unauthorised or unlicensed use of the product is strictly prohibited. Copyright 2000 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved. The AVEVA Instrumentation user interface is based on the Microsoft Office Fluent user interface.
Trademarks
AVEVA and Tribon are registered trademarks of AVEVA Group plc or its subsidiaries. AVEVA product names are trademarks or registered trademarks of AVEVA Solutions Limited or its subsidiaries. Unauthorised use of trademarks belonging to AVEVA Group plc or its subsidiaries is strictly forbidden. Fluent is a trademark of Microsoft Corporation and the Fluent user interface is licensed from Microsoft Corporation. The Microsoft Office User Interface is subject to protection under U.S. and international intellectual property laws and is used by AVEVA Solutions Limited under license from Microsoft. AVEVA Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom.
Process Engineer User Guide
Revision Sheet
Date March 2012
Version
Comments / Remarks Copyright added to all pages.
Contents
Page
Process Engineer
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1 AVEVA Instrumentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1 Guide Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1

Process Engineer Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1
Project Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Home Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Data Management Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Contextual Actions Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1 2:2 2:2 2:2 2:2
Working with the Data Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2 Find and Replace Text in a Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2 Advanced Grid Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2 Grid Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3 Using PickLists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3
Process Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1

Edit Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:3
Editing Process Data for Multiple Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:4
Process Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:5
Copyright 2000 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.
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Property Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:7

Add New Property Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:7 Edit Property Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:9 Delete Property Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:10 Merge Property Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:11 Import Property Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:12 Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:14
Import from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:15 Sizing Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:15

Perform Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:17
Exports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1
Export to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1 Export to XPS and PDF Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1 Export to AVEVA NET . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1
AVEVA NET Export Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exporting Data from Grids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Export Reports and Associated Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Export Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1 4:3 4:4 4:4
Work Packs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1 Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1 Report Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:1 Instrument Sizing Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A:1 AVEVA NET Export Configuration Files . . . . . . . . . . . . . . . . . . . . . .B:1
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Introduction
Introduction
Process Engineer allows you to view and edit process data for multiple instruments in a grid format. This enables faster entry with copy and paste functionality and allows you to view like instruments and immediately see gaps in data or data that may look inconsistent etc.
1.1
System Requirements
For the minimum system requirements needed to run AVEVA Instrumentation, refer to the Installation User Guide.
1.2
AVEVA Instrumentation
For an overview of AVEVA Instrumentation, its features and benefits, refer to the Common Functionality User Guide.
1.3
Guide Structure
Introduction User Interface Process Data Exports Work Packs Audit Manager a brief description of Process Engineer. view of the user interface and its functions. allows the user to view and edit process data for multiple instruments in a grid format. includes facilities to export files of item data and report PDF files for import into AVEVA NET. can be created with selected equipment and time scales for a particular project. the Audit Log contains a list of new and old database field values for each object and includes a time stamp and user's name who initiated the change. an in-built Report Manager that enables users to create and modify reports.
Report Manager
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Introduction
Instrument Calculations
Sizing
an appendix which covers all instrument sizing calculations. explains the configuration required for AVEVA NET Export.
AVEVA NET Export Configuration Files
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User Interface
User Interface
When Instrument Process Engineer starts up, the AVEVA Instrumentation Process Engineer window is displayed showing the Home tab.
2.1
Process Engineer Tabs

On opening, the Process Engineer module each displays four tabs: Project, Home, Data Management and View. Once a grid is opened, an optional "Contextual Actions" tab, named after that grid and containing commands specific to that grid, is displayed if applicable. The rest of this section describes those tab options specific to Process Engineer. For details of options common to all Instrumentation modules, refer to the Common Functionality User Guide.
2.1.1
Project Tab
The Project tab includes the following Process Engineer-specific option:
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User Interface
Setup Sub Menu: Property Definitions Displays the Property Definitions window. Refer to Property Definitions.
2.1.2
Home Tab
The following Process Engineer-specific option is accessed from the Select option in the Lists and Schedules section: Process Data Displays the Process Data List, a list of all process data fields for tags assigned to datasheets.
2.1.3
Data Management Tab

The Data Management tab includes the following Process Engineer-specific option in the AVEVA Integration section: Publish to AVEVA NET Used to export files of item data for import into AVEVA NET. Refer to Export to AVEVA NET.
2.1.4
View Tab
All options on the view tab are common to all AVEVA Instrumentation modules.
2.1.5
Contextual Actions Tab

The Contextual Actions tab contains options specific to the grid which is currently being viewed. If no grid is open, the tab will not be displayed. The name of the tab will be the name of the current grid.
2.2
Working with the Data Grid

For a description of the generic functionality of the Data Grid used in all AVEVA Instrumentation applications, refer to the Common Functionality User Guide.
2.3
Find and Replace Text in a Grid

Any text string within a grid can be found, highlighted and optionally replaced. For a description of this functionality, refer to the Common Functionality User Guide.
2.4
Advanced Grid Filters

Advanced (complex) filters can be applied to a grid. For a description of this functionality, refer to the Common Functionality User Guide.
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User Interface
2.5
Grid Manager
The Grid Manager allows users to define their own sets of data fields (columns), default column orders, default sorting and predefined data filters for most grids. For a description of this functionality, refer to the Common Functionality User Guide.
2.6
Using PickLists
Many grid cells and window fields can be, or must be, completed by selecting from lists of values. These Pick Lists can be edited if required. For a description of this functionality, refer to the Common Functionality User Guide.
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User Interface
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Process Data
Process Data
Process data for multiple instruments may be viewed in a grid format. This enables faster data entry using copy and paste functionality, and enables users to view like instruments and more easily see missing or inconsistent data etc. The grid window also supports editing of multiple tags from a single multi-editing window. To open the Process Data Grid, click Select in the Grids and Schedules section of the Home tab. Select Process Data from the list of grids that is then displayed. The Process Data grid is then displayed:
All fields with a yellow background are not editable - use the Datasheet List to edit document info, Instrument List to edit Tags, P&ID No, Line numbers etc. You may edit instrument data by clicking on the command button that appears in the Tag No cell when the mouse moves over the cell. Note: Any change made to data in this grid is not updated onto the respective datasheet until the datasheet is Opened (or Updated from the Datasheet List). This grid supports Grid Manager for user defined grid layouts. AVEVA Instrumentation 'remembers' the last Grid View used and starts with that view. Note: Grid Manager allows each user to define their own sets of data fields/columns, column order, predefined filters and sort order for the Process Data List. Each set is known as a 'View'. For example, you can set various views to show only certain tag types (e.g Control Valves, Pressure Transmitters etc) and then limit the fields to show only those specific to that tag type (e.g. For a Pressure Transmitter show PressureMax, TemperatureDesign and exclude LevelMax etc). It is not possible to create instruments and tag them in the Process Engineer module. Instruments must
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Process Data
be created in the Instrumentation Engineer module and assigned a datasheet before they appear in the Process data grid. By default all fields in the AVEVA Instrumentation database table 'ProcessData' are shown along with a few base InstrumentList fields (e.g TagNo, P&IDNo etc). Note: You can use the windows copy and paste key shortcuts Ctrl-C and Ctrl-V to copy and paste data between grid cells. Process Data Contextual Action Options The following options are located on the Contextual Actions - Process Data tab: Records Section Refresh New Edit Delete Actions Section Apply Default Units If this option is checked then on update of a value in grid cell, the default unit is appended to the value if no unit is present. To change a project's default units use the Setup > Edit Process Units option from the Project tab. Refer to Process Units. Hide\Show Grid Columns Invert Hide\Show Grid Columns Sizing Calculation Insert Special Characters Displays a Hide\Show window allowing a user to temporarily hide or un-hide columns as required. Makes the hidden column visible and hides currently visible columns. Used to perform sizing calculations for the selected instrument. Refer to Sizing Calculations for details. Displays a menu enabling insertion of special characters into a grid cell: These common options are also located on the Home tab. Refer to the Common Functionality User Guide for details.
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Process Data
Change Process Units
Displays a window that lists all the supported process units for the value in the currently selected cell and allows the user to change from one unit type to another unit type without changing the value. For example 100C to 100F.
Convert Units
Displays a window that lists all the supported process units for the value in the currently selected cell and allows the user to change from one unit type and to change the value to reflect this. For example 100C to 212F.
3.1
Edit Data
Process Engineer allows editing of Process data for a tag in a vertical format. This allows a user to view all the field data more conveniently than in a conventional horizontal grid. To view/edit Data in a Vertical Format window From the Process Data grid, double-click on the tag record or select the tag record and click Edit in the Records section of the Home tab to display the Editing data for: window.
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Process Data
You can make changes as required. Note: If more than one record is selected from the Process Data Grid AVEVA Instrumentation allows you to Edit Multiple records, refer to Editing Process Data for Multiple Tags.
3.1.1
Editing Process Data for Multiple Tags

Process Engineer allows editing of data for multiple tags concurrently. To edit multiple Instrument Tags in your project: From the Process Data grid window, select multiple instrument records in the grid, then, click on the Edit toolbar button. A window appears confirming you want to edit data for all selected tags:
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Process Data
If you select Yes the Multi Tag edit window comes up as shown below: Note: The 'Copy first record's Data' option will copy that records data into the window ready for editing. The data is not actually copied to the selected tags unless the Select checkbox is selected and you click the Save command button.
Actions required to Edit Multiple Tags 1. Check the Select checkbox for all columns you want to edit 2. Enter the new value required in the Value column (repeat steps 1 and 2 for all columns you want to update). Click Save to save the data to all selected tags.
3.2
Process Units
The Process Units window is used to add, edit and delete process units and process properties (types of process units), and to specify which process unit within each process property is the default. To access this window select Setup > Process Units from the Project tab.
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Initially the window displays all units of all process properties. To add a new process unit, first select the process property of the new unit from the drop down list. The list of process units then changes to display only the process units of the selected process property (select ALL from the drop down list to return to window to displaying all units). Click Add Item. A new row of fields is added to the bottom of the list. Enter the details of the new unit in these fields. To edit an existing type, click in the unit row and edit the details as required. To delete an existing unit, select the unit row and click Remove Item. A message is displayed requesting that the deletion be confirmed. Click Yes to proceed. To set a unit as the default unit for a process property, check its Default checkbox. If a unit is set as the default, and if the Apply Default Units checkbox of the Process Data grid is checked, when a value of the unit's process property is entered for an instrument in the Process Data grid, this unit is automatically applied to that value and added to it in the grid. To create a new process property, select the empty space in the drop down list (beneath ALL in the list), and enter the name of the new process property. Click Add New Process Property. A process property with the entered name is then created. To delete a process property, delete all the units of that property. To save changes and exit the window, click Save. If more than one unit within a process property has been set as the default, a message is displayed informing the user of this. The save will not take place and the window will remain open. Rectify the problem and then click Save again.
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To exit the window without saving any changes, click Cancel.
3.3
Property Definitions
AVEVA Instrumentation supports user defined properties for use when creating instrument datasheets and when defining instruments. These properties enable users to create meaningful attribute names for data that has no other logical property or field within the project database. Properties can belong to one of two Property Type groups: Instrument Properties Process Properties.
Once created, a new property can be assigned to a catalogue datasheet. When datasheets based on that catalogue datasheet are created, data can be assigned to that property. The new property will also be displayed in the Process Data grid and on the Properties tab of the Instrument and Catalogue Instrument details windows in Engineer, enabling data to assigned to that property for an instrument. Note: If the user has a Catalogue Datasheet open at the same time as creating a new field, the new field does not display until the datasheet is closed and then re-opened. To display the Property Definitions window, select Setup > Property Definitions from the Project tab:
3.3.1
Add New Property Definition

To add a property definition, click New to display the Property Definition window.
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Process Data
Enter values in the Property Name and Caption fields. The Property Name is mandatory and a message is displayed if no value is entered into the field.
If no value is entered in the Caption field the value in the Property Name is used. Select the data type of the property (text, numeric (decimal), numeric (integer) or True/ False) from the Data Type list. If the new property has units, check the Has Units checkbox (not present for instrument property types). If data entered for the new property is to be restricted to the values in a pick list, click the button in the Pick List field. The Select Picklist window is then displayed:
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Process Data
Select the required picklist by double-clicking on it or clicking on it and clicking Select. The window then exits and the selected picklist is displayed in the Pick List field. If a numeric data type was selected in the Data Type field, the minimum and maximum values that may be entered for the property may be specified in the Minimum Value and Maximum Value fields. For any data type except True/False, entries for the property may also be validated against a regular expression entered in the Regular Expression field. Click OK to return to the Property Definition window. When all the required data for the property definition has been entered, click OK to return to the Property Definitions window, where the new definition will now be listed. If the Has Units checkbox was checked, a property definition for the units of the new property is automatically created at the same time. The name of a units property definition will be the name of the new property suffixed with the units suffix specified in the Please enter a new Units Suffix window (see Preferences - the default suffix is Units). The data type of units property definitions is text. Neither this or the name may be changed.
3.3.2
Edit Property Definition

To edit an existing Property Definition, select from the list and click Edit. The Property Definition window will be displayed with the fields populated.
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Process Data
The Property Name field cannot be edited. All other attributes may be edited. Click Save to exit the window and save any changes.
3.3.3
Delete Property Definition

To delete a Property Definition, select from the grid list and click Delete. If the property is currently being used a message will be displayed warning the user that all the references associated with the property will also be deleted.
Click Yes to continue with the deletion and return to the Property Definitions window. The deleted Property Definition will be deleted and removed from the grid view. Click No to cancel the deletion and return to the Property Definitions window. If the selection has no references associated with it, a message will be displayed asking the user to confirm the deletion.
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Process Data
Click Yes to confirm the deletion and return to the Property Definitions window. The deleted property will be removed from the grid view. Click No to cancel the deletion and return to the Property Definitions window.
3.3.4
Merge Property Definitions

Property Definitions can be merged together by selecting the items to be merged in the grid view and clicking Merge Properties. The Property Merge window will be displayed.
The user can now enter a value for the Merged Property Name and Merged Property Caption. The Merged Property Name is mandatory and a message is displayed if no value is entered into the field.
Click OK to return to the Property Merge window.
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Process Data
If no value is entered for the Merged Property Caption field the value given to the Merged Property Name is used. The user has the option to delete the selected properties after the merge and keep only the merged property or to keep the selected properties and add the newly merged property to the grid list. To delete the selected properties check the Delete existing Properties box. Note: If the Delete existing Properties box is checked, all references will be set to the new property. The user must check one of the radio buttons in the bottom pane to select which one of the existing properties values will be saved to the newly merged property.
3.3.5
Import Property Definitions

Property Definitions can be imported from another project by clicking Import. The user will be asked to select a project to import the properties from. If the properties are the same in both projects a message is displayed informing the user that there are no properties to import in the selected project.
Click OK to return to the Property Definitions window. When differences are found by the import process the Property Definition Import window is displayed listing the differences in the grid view.
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Process Data
The user can now select individual properties to import by clicking their relevant checkboxes or choose all the properties by clicking Select all. Clicking Cancel will return the user back to the Property Definitions window without merging any properties. Click Import to start the import process. A progress bar will be displayed followed by the Import Log window.
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Process Data
The Import Log shows the user the import status and displays the successfully imported files in the grid view. Export To Excel opens a window allowing the user to name the Excel file and save the file to a chosen location. Print opens a Print Preview window allowing the user print the log. Clicking Close, closes the Import Log window and returns the user back to the Property Definitions window. The imported definitions will be displayed in the grid view.
3.3.6
Preferences
Clicking Preferences displays the Please enter a new Units Suffix window.
Enter a new suffix for the names of automatically generated units property definitions for process property definitions with units (see Add New Property Definition). Click Save. All units property definition names are automatically updated to include the new suffix.
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Process Data
3.4
Import from Excel

Process data can be imported from an Excel spreadsheet. For a description of this functionality, refer to the Common Functionality User Guide.
3.5
Sizing Calculations
The following sizing calculations can be performed for an instrument: Control Valve Sizing Flow Element Sizing Relief Valve Sizing Thermowell Vibrations Gas compressibility factor Z
For details of these calculations, refer to Instrument Sizing Calculations. Important: AVEVA Instrumentation provides Instrument Sizing Calculations for Estimating purposes only. End Users should not rely on AVEVA Instrumentation calculation results for Design purposes. AVEVA recommends using certified equipment vendor calculations for final specification/purchasing. To perform sizing calculations for an instrument: select the instrument from the Process Data list and click Sizing Calculation in the Actions section of the Contextual Actions tab (an error message is displayed if multiple instruments are selected). If no sizing calculations have been performed for the instrument, a list of sizing calculation types to select from will be displayed.
Click on the required calculation type. A window is then displayed on which the calculation can be performed. For details of these windows, continue at Perform Calculations. Note: The first time that that sizing calculation functionality is accessed, the following disclaimer is displayed before the list of calculation types:
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Click OK to display the list of calculation types. The disclaimer can be viewed again at any time by clicking the link below the list of calculation types. Note: The window for performing Gas compressibility factor Z calculations is accessed from the Control Valve Sizing window. If a sizing calculation (or calculations) has been performed, the window used to perform that calculation is displayed instead.
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Process Data
3.5.1
Perform Calculations
Access the required calculation windows as described above. Control Valve Sizing window:
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Flow Element Sizing Window:
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Process Data
Relief Sizing - Gases & Vapours Window:
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Process Data
Thermowell Vibration Window:
Basic details of the selected instrument are displayed at the top of the windows Enter or select the values required to perform the calculations. Complete the fields in the order that they are displayed on the window. For example in the Control Valve Sizing window enter the Upstream Nominal Size first, then the Upstream Nominal Size, finishing with the Cp/Cv, leaving blank any the values to be calculated (if values are entered in these fields they will be overwritten when a calculation is performed). Fields with a yellow background cannot be edited. They either display general data relating to the instrument, or can only be populated when a calculation is performed. Values entered in one calculation window automatically populate corresponding fields in other calculation windows. If a field that must be completed is left blank, or is completed with an invalid value, an warning symbol is displayed next to that field:
Hover the mouse cursor over the symbol to display a tooltip explaining the reason for the warning:
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Process Data
To perform a calculation, click the appropriate button, e.g. Calc. Flow, Calc. DP, PSV Size etc. Note that the Calc. Density button on the Control Valve Sizing window opens the Gas Compressibility Factor Z window (see below). The calculated values then populate the appropriate fields on the windows. If there are any warnings or noteworthy implications arising from a calculation, they are displayed as messages at the bottom of the window.
To save any calculations or entered values and exit a window, click Save. Click Cancel to exit a window without saving. Gas Compressibility Factor Z calculations are performed by clicking Calc. Density on the Control Valve Sizing window. The Gas Compressibility Factor Z window then opens. As described above, enter the required values then click Calculate to the perform the calculation.
To print the calculation results, click Print. The data is then displayed in a Print Preview window. To exit the Gas Compressibility Factor Z window, click Cancel. Note that calculations and entered values are not saved when the window is closed.
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Process Data
3:22
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Exports
Exports
This section describes the export options available on the Data Management tab.
4.1
Export to Excel
The contents of the Process Data grid can be exported to an Excel spreadsheet with same layout of columns and rows. Data can also be exported to an Excel spreadsheet from a number of windows that display data in a grid. For a description of this functionality, refer to the Common Functionality User Guide.
4.2
Export to XPS and PDF Files

The contents of the Process Data grid can be exported to PDF and XPS files. For a description of this functionality, refer to the Common Functionality User Guide.
4.3
Export to AVEVA NET

AVEVA Instrumentation Process Engineer includes facilities to export files of Instrument Process data for import into AVEVA NET. The files produced by the exported can subsequently be imported into AVEVA NET Portal (refer to AVEVA NET documentation for details).
4.3.1
AVEVA NET Export Configuration

Before files can be exported for AVEVA NET, the export must be configured. From the Project tab, click Setup, then Publish to AVEVA NET Configuration. The AVEVA NET Export Configuration window is then displayed.
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Exports
From the Name field, select the type of data export to AVEVA NET to be configured (in the case of Process Engineer, Process Data is the only option). If a log file is to be generated for the export type, check the Log Enabled checkbox. The Log File field will then become enabled. In the field, specify the file name and the location of the log file (a .txt file). Click the button to browse for the required folder. In the Staging Area field, specify the top level folder into which files are to be exported. Click the button to browse for the required folder. If the Create Trigger File checkbox is checked, a trigger.start file (an empty text file) is created in the staging area folder for each file type. The purpose of the trigger.start file is to trigger the AVEVA NET Portals import controller to automatically process all the files that reside in the same folder. If, for every object being exported, a separate output file is to be generated, check the Output File Per Object checkbox. To select mapping files for the export of data and specify other settings, click Settings. The Non-CAD Mapping Configuration window is then displayed.
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Exports
The mappings between Instrumentation data and AVEVA NET Portal format data are stored in XML files, one for each of the types of mapping: Object Mapping Class Mapping
For details of these files, refer to AVEVA NET Export Configuration Files. Click the appropriate button to browse for the required mapping file. Click the open file button for example Notepad. to open the selected file. It will open in the default text editor,
If no file is specified in the field, a new, blank .txt file is opened. If you specify a file that does not exist, you will be asked if you wish to create that file at the specified location. If you click Yes, a new blank .txt file is created and opened for editing. To populate the fields with the default configuration and mapping files supplied with AVEVA Instrumentation, click Copy Sample Files.
4.3.2
Exporting Data from Grids

To export data from the Process Data grid, select the items from the grid and from the Data Management tab, click Publish to AVEVA NET in the AVEVA Integration section. The Export To AVEVA NET window is then displayed, showing the progress of the import:
Once the export is completed, the Export Report window is displayed, listing the items for which a data export was requested and whether or not that export was successful or not:
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Exports
4.3.3
Export Reports and Associated Data

To export reports and associated data, on the Reports tab, click Report Manager to open the Report Manager. Select the report to be exported. Click Publish to AVEVA NET. A Save As dialog is then displayed. Specify the name and the location that the report PDF is to be saved to. Click Save. The Export to AVEVA NET window is then displayed, followed by the Export Report window, as described above.
4.3.4
Export Overview
AVEVA Schematic Gateway is a common Gateway that will be used by different AVEVA schematic applications to export various kinds of data to AVEVA NET. This Gateway refers to various configurations which are provided to it through various configuration files (described in sections below). As of now, AVEVA Schematic Gateway processes data (provided to it in a form of a Dataset) as well some external files (Excel spreadsheets - xls and xlsx, PDF files). Data provided to the Gateway through dataset gets processed and output gets generated into EIWM format. Gateway processes excel spreadsheets and produces output in MHTML format. Gateway processes PDF files and produces output in PDF format.
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Work Packs
Work Packs
Work packs can be created which consist of collections of items with shared project management requirements or properties. For example, all the items an individual user or group of users is concerned with may be assigned to a single work pack. Time constraints may be assigned to work packs, for example the required start and completion dates of items in the a work pack, so that work can be more easily prioritised. For a description of this functionality, refer to the Common Functionality User Guide.
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Work Packs
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Audit Manager
Audit Manager
AVEVA Instrumentation has an in-built Audit Manager that enables users to view database changes made during your project in the database audit log. The Audit Log contains a list of new and old database field values for each AVEVA Instrumentation object and includes a time stamp and user's name who initiated the change. For a description of this functionality, refer to the Common Functionality User Guide.
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Audit Manager
6:2
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Report Manager
Report Manager
AVEVA Instrumentation has an in-built Report Manager that enables users to create and modify reports. For a description of this functionality, refer to the Common Functionality User Guide.
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Report Manager
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Instrument Sizing Calculations

The following instrument Instrumentation: Control Valve Sizing Relief Valve Sizing Flow Element Sizing Thermowell Vibrations Gas Compressibility Factor sizing calculations can be performed using AVEVA
Important: AVEVA Instrumentation provides Instrument Sizing Calculations for Estimating purposes only. End Users should not rely on AVEVA Instrumentation calculation results for Design purposes. AVEVA recommends using certified equipment vendor calculations for final specification/purchasing. For a description of these calculations, refer to the Common Functionality User Guide.
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The following configuration files will be used by the AVEVA Schematic Gateway to process the input: Project Configuration Object Mapping Class Mapping
For a description of these files, refer to the Common Functionality User Guide.
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B:2
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Index
A
Audit Manager . . . . . . . . . . . . . . . . . . . . . 6:1
S
Sizing Calculations . . . . . . . . . . . . . . . . Control Valve Sizing . . . . . . . . . . . Flow Element Sizing . . . . . . . . . . . Gas compressibility factor . . . . . . . Relief Valve Sizing . . . . . . . . . . . . . Thermowell Vibrations . . . . . . . . . . 3:15 3:15 3:15 3:15 3:15 3:15
E
Edit Data . . . . . . . . . . . . . . . . . . . . . . . . . 3:3 Multiple Tags . . . . . . . . . . . . . . . . . . 3:4 Export Reports and Associated Data . . . . . . 4:4 to AVEVA NET . . . . . . . . . . . . . . . . . 4:1 to Excel . . . . . . . . . . . . . . . . . . . . . . . 4:1 to XPS and PDF . . . . . . . . . . . . . . . . 4:1
U
User Interface . . . . . . . . . . . . . . . . . . . . . 2:1
W G
Grid Filters . . . . . . . . . . . . . . . . . . . . . . . 2:2 Grid Manager . . . . . . . . . . . . . . . . . . . . . 2:3 Work Packs . . . . . . . . . . . . . . . . . . . . . . 5:1
I
Import to Excel . . . . . . . . . . . . . . . . . . . . . . 3:15
P
Process Data . . . . . . . . . . . . . . . . . . . . . 3:1 Process Units . . . . . . . . . . . . . . . . . . . . . 3:5 Property Definitions . . . . . . . . . . . . . . . . . 3:7
R
Report Manager . . . . . . . . . . . . . . . . . . . 7:1
Index page 1
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Index page 2
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Process Engineer User Guide

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AVEVA Instrumentation Process Engineer User Guide

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