Manual de DesSoft

P&ID Training Manual
2009 DesSoft
Version: 2.1.0

2009 DesSoft
All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or
mechanical, including photocopying, recording, taping, or information storage and retrieval systems - without the
written permission of the publisher.
Products that are referred to in this document may be either trademarks and/or registered trademarks of the
respective owners. The publisher and the author make no claim to these trademarks.
While every precaution has been taken in the preparation of this document, the publisher and the author assume no
responsibility for errors or omissions, or for damages resulting from the use of information contained in this document
or from the use of programs and source code that may accompany it. In no event shall the publisher and the author be
liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or
indirectly by this document.
Printed: December 2009 in Eldoraigne, South Africa
Publisher
Special thanks to:
DesSoft
All the people who contributed to this document.
Contents
Table of Contents
Foreword
Section I
Introduction & Setup
1 Introduction
................................................................................................................................... 8
2 Setup and...................................................................................................................................
Navigation
9
3 Logging ...................................................................................................................................
In
11
Section II
License Management
14
1 Activating
...................................................................................................................................
Licenses from Web License Server
14
2 Concurrent
...................................................................................................................................
User Management
15
3 Firewall and
...................................................................................................................................
Proxies
16
Section III
Help and Licensing
18
1 Activating
...................................................................................................................................
a local license
18
2 Returning
...................................................................................................................................
a local license
19
3 Connecting
...................................................................................................................................
to the license server
20
4 About dialog
................................................................................................................................... 22
5 Contact support
................................................................................................................................... 22
Section IV
P&ID Modules
26
Section V
Projects
28
1 Project building
...................................................................................................................................
options
28
2 Creating ...................................................................................................................................
projects
28
3 Opening ...................................................................................................................................
projects
29
4 Deleting projects
................................................................................................................................... 29
5 Switching
...................................................................................................................................
between projects
30
6 The project
...................................................................................................................................
tree
30
Section VI
User Management
32
1 Add a new
...................................................................................................................................
user
32
2 Delete an...................................................................................................................................
existing user
32
3 Switching
...................................................................................................................................
users
32
4 Changing...................................................................................................................................
a user's password
32
5 Defining ...................................................................................................................................
access rights
33
Section VII
Creating Plant Components
36
1 Updating...................................................................................................................................
the pick list
38
2 Creating ...................................................................................................................................
instruments
39
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3 Creating ...................................................................................................................................
equipment
40
4 Creating ...................................................................................................................................
pipes
41
Section VIII
44
P&ID's
1 Creating ...................................................................................................................................
a P&ID
44
2 Populating
...................................................................................................................................
a P&ID
45
3 Anchor points
................................................................................................................................... 45
4 Modifying
...................................................................................................................................
existing symbols
46
5 Creating ...................................................................................................................................
symbols
47
6 Creating ...................................................................................................................................
a Tie-In
48
7 Associating
...................................................................................................................................
components with symbols
48
8 Dissociating
...................................................................................................................................
components from symbols
49
9 Defining ...................................................................................................................................
process line types
49
10 Automatic
...................................................................................................................................
pipe tags
49
11 Component
...................................................................................................................................
annotations
50
12 Associating
...................................................................................................................................
symbols with symbols
50
13 Dissociating
...................................................................................................................................
symbols from symbols
50
Section IX
Hands-On One
52
Section X
Document Tokens
56
1 Understanding
...................................................................................................................................
document tokens
56
Section XI
60
Tag Rules
1 Internal functions
................................................................................................................................... 60
Section XII
64
Tables
1 Modifying
...................................................................................................................................
table structures
64
2 Exporting...................................................................................................................................
tables
64
3 Importing...................................................................................................................................
tables
65
Section XIII
68
Queries
1 Creating ...................................................................................................................................
queries
68
Section XIV
72
Reports
1 Viewing reports
................................................................................................................................... 72
2 Creating ...................................................................................................................................
reports
72
Section XV
76
P&ID Options & Tools
1 P&ID options
................................................................................................................................... 76
2 Tools
................................................................................................................................... 77
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Contents
Index
2009 DesSoft
79

DesSoft - Engineering Design Documentation Software
Section

In this section we will cover:
How to setup DesSoft P&ID. 9
How to navigate within F-Des 9 .
How to log in 11 .
1.1
Introduction
What is DesSoft P&ID:
DesSoft P&ID enables you to create P&ID Drawings that are intelligent and can be linked to
the project database to provide bidirectional data between other DesSoft Engineering tools.
This offer the ideal design environment where all departments can work on the same project.
This also eliminate all duplication of tag numbers in a project.
Minimum requirements are:

Basic knowledge on the Windows system.
Process and Piping knowledge.
Database knowledge
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1.2
Setup and Navigation

How to install DesSoft P&ID
This section will guide you on how to install DesSoft P&ID.
Please visit www.dessoft.co.za and download the latest version of DesSoft P&ID, if you do not
already have it.
Run the Setup.exe and follow onscreen prompts.
The default install path for DesSoft P&ID is C:\Program Files\DesSoft\5.0\PID
(Where [5.0] is the version which you are currently using.)
And the installed projects will be stored in the C:\1Des\SampleProjects folder.
How to navigate within DesSoft P&ID
Menu Bar:
The menu bar displays all the menus available to the user. Some menus are module specific
and will be labeled with the module name in the title bar. In the screenshot above, "P&ID
Tools", "Draw", "Format Text", "Format Line" and "Page Layout" are specific to the diagram
module that is currently open.
Ribbon Bar:
Every menu in the menu bar, has it's own set of ribbon bars that are labeled and grouped
according to specific functions to ensure ease of use.
Filter Bar:
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10

Almost every data window has a field above the data listed in the window. This enables you
to filter the content of the window for any specific criteria.
Quick Filter:
This acts as a filter for the various component groups. The tag numbers displayed in the Tag
List, are a result of the group selected in the Quick Filter. Eg. If Motors is selected in the
Quick Filter, ONLY Motor tag numbers will be displayed in the Tag List.
Tag List:
This list displays the tags of all the components associated to the group selected in the Tag
List Filter.
Diagram List:
This list displays the diagrams in the current project.
Window Tabs:
All the currently open modules/components/diagrams etc. will be displayed here, for easy
access.
You can close a window tab by clicking the tab and then the "x" on the right hand side of the
screen. (IN LINE WITH THE TABS)
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Quick Access Bar:

The user can add buttons of modules he uses regularly to this bar, for easy and quick
access.
This dramatically increases productivity. Add buttons to the Quick Access Bar by right
clicking on the button you wish to add and selecting Add to Quick Access Bar.
1.3
Logging In
Upon running DesSoft P&ID, You will be prompted for a Username and Password.
Valid credentials of an existing user must be entered before the application can be
accessed.
Default Username and Password is "Administrator".
Once the user has logged in and selected a project, additional users can be created.
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11

Section
II
14
License Management
This section explains the various methods to activate DesSoft P&ID
To remove DesSoft P&ID from Evaluation mode, the software needs to:
1. Be activated with a Local Workstation license.
2. Connect to the DesSoft Concurrent User Manager (CUM) that will issue a license to
DesSoft P&ID.
3. Be setup to use the Licenses on the CUM.
2.1
Activating Licenses from Web License Server

Upon purchase of DesSoft P&ID the client get issued with a ClientID and a login Password to
access the Client's licenses on the DesSoft Web License Server. To access the licenses visit
the DesSoft Web License Server at http://www.dessoft.co.za/licencelogin.aspx
How to Activate the CUM with Client Licenses

1. Make sure that the DesSoft Concurrent User Manager (CUM) is Installed.
2. Visit the DesSoft Web License Server.
3. Generate an activation code for all the licenses you want to make available on the CUM or
contact your company's License Administrator to issue you with an activation code.
4. Start the CUM application.
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License Management
15
5. In the CUM application, click Activate.

6. Paste the Activation code you generated from the Web License Server or received from the
Company's License Administrator, in the Activate License dialog.
7. Click Activate. If the transaction is successful, a message box will appear indicating the
amount of licenses that were activated on the CUM. After closing the Activate Licenses
dialog the licenses will appear in the CUM license list and the licenses are now ready to be
used on the company's Local Area Network (LAN). If the transaction was unsuccessful see
the section on Firewall and Proxies.
8. To setup DesSoft P&ID to use the CUM licenses on the company's LAN, see the topic Help
and Licensing 18 .
2.2
Concurrent User Management
1. Click here to enter your activation code you generated on the DesSoft website.
2. Here you can change your proxy settings, and how often Concurrent User Manager must
look for Licenses.
3. Refresh queries the web server for licenses. Be sure to hit Refresh after entering your
Activation code.
4. The ID of the license.
5. Your company name.
6. The type of license.
7. The computer the license is on.
8. If the license is available or in use.
9. If the license is being used, this will tell you who is using it.
10. When your license expires.
11. Shows connectivity to the web server. If it's red, it means CUM cannot access the internet.
Please check your firewall / proxy settings and ensure everything is correct.
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16
2.3
Firewall and Proxies

If the transaction to activate your license on the CUM was unsuccessful, make sure that the CUM
is not blocked by a Firewall. If your company uses a Proxy server contact your network
administrator for the proxy settings.
To setup the proxy settings in the CUM application.

1. Click the Options button.
2. Enter the proxy settings.
3. Click OK.
To setup the proxy settings in DesSoft P&ID.

4.
5.
6.
7.
8.
In the menu bar, click Tools.

In the Tools and Options ribbon bar, click P&ID Options.
In the Options dialog, click on Proxy Settings in the list.
Enter the proxy settings.
Click OK.
2009 DesSoft

Section
III
18
Help and Licensing

Activating a local license. 18
Returning a local license. 19
Connecting to the license server (CUM).
Finding version information. 22
Contacting support. 22
3.1
20
Activating a local license

1. Visit the DesSoft Web License Server and generate an activation code for all the licenses
you want to make available for the Workstation/Notebook or contact your company's
License Administrator to issue you with an activation code.
2. In the menu bar , click Help.
3. In the Licensing ribbon bar, click Activate Local License.
4. Enter the activation code you received from the DesSoft Web License Server or from the
company's License Administrator.
5. Click Next.
6. The activation code will be verified on the DesSoft Web License Server and if the code is
valid a local license will be created on your computer.
2009 DesSoft
Help and Licensing
7. If the transaction failed refer to the Firewall and Proxies
3.2
16
section.
Returning a local license

2. In the Licensing ribbon bar, click Return Local License.
3. Click Return License to return the license to the DesSoft Web License Server. If the
transaction was successful the following dialog will appear.
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19
20
4. If the transaction failed refer to the Firewall and Proxies 16 section.

5. If DesSoft P&ID was previously setup to connect to the CUM and there are licenses
available on CUM, your computer will automatically fetch a license from the CUM on
your company's LAN.
6. If DesSoft P&ID stays in EVALUATION mode refer to the License Management 14 section
to set up licensing.
3.3
Connecting to the license server

2. In the Licensing ribbon bar, click Connect to LAN License Server.
3. Enter the host computer name or IP address. This will be the computer where the CUM is
installed.
2009 DesSoft
Help and Licensing
21
4. Enter the Host Port number. This number must be the same as the Listen Port on the
CUM.
5. Select the License Tag Limit that you need. The available Tag Limits can be seen on the
CUM if not known.
6. Click Test to test communication with the CUM.
7. If the connection was successful the following dialog will appear. DesSoft P&ID will start to
use licenses from the CUM.
8. If the connection failed, the following dialog will appear. Verify your Host Name and Port as
well as your computers firewall & proxy settings.
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22
3.4
About dialog
The about dialog shows information about the current version as well as support information.
2. In the Help and Support ribbon bar, click About.
3.5
Contact support
2. In the Help and Support ribbon bar, click Contact Us.
3. New users have to create an account to be able to communicate with support. It's
absolutely FREE.
4. Existing users can log in to communicate with support.
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Help and Licensing
23
An internet connection is required to contact support.

After logging a support issue you will receive an e-mail with a support tracking number.
Please refer to the support tracking number in all follow up conversations.
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Section
IV
26
P&ID Modules
Projects
The projects module is used to create, open and delete projects. Existing Projects can also be
added to the projects tree in the projects module.
Tag List
This module is used to create, rename and open components. Components can also be
dragged and dropped from the Tag List onto a P&ID Diagram.
Diagram List
This module is used to create, delete, open, print and revise P&ID Diagrams.
Tables
This module is used to open various tables in the project for editing, importing data into the
database or exporting the data into Microsoft Excel for editing or reporting. The tables can also
be modified to add additional columns into the database.
Queries
This module interface is similar to the tables module interface and you can create your own
data queries to view, update and delete data from the database.
Knowledge of Microsoft SQL Language is essential to create your own queries.
Reports
This module is used to create, delete, print and view various reports. Each report can run
against its own configuration and a report can have multiple configurations.
For example:
A report can be created to show all the equipment in the project. This report can have a
configuration that will show only Area 10. Another configuration can be added that shows
only Area 20 equipment. This is an easy method to report on various equipment in the
project.
Knowledge of Microsoft SQL is essential to create queries for the reports.
Libraries and Standards

This module opens the Standards list, Pick list editor, Document tokens editor, Symbol library
and the Property page.
Tools and Options

This module opens DesSoft P&ID's options and Data Tools dialog that can be used to check
the integrity of the database.
Help
This module opens all Help and Licensing related dialogs.
2009 DesSoft

Section
28
Projects
The available options when creating a project.
How to open a project. 29
How to create a project 28 .
How to delete a project. 29
How to switch between projects. 30
The project tree 30 .
5.1
28
Project building options

'Build Project From' options
1. System Project - The project will be created from the original project structures found on
the installation CD/DVD.
2. Current Project (Without Data) - A duplicate of the current project will be made,
excluding the data. This is useful if you have added custom fields to the database and wish
to use it in another project.
3. Current Project (With Data) - A duplicate of the current project will be made, including the
data. This is handy if you have projects that contain very similar data.
'Build Project With' options

1. Local Libraries - The project will have it's own library, which will only be available to that
project.
2. Shared Libraries - Multiple projects can use the same library.
'Project Type' options

1. Access 2000 - This is mostly used when the project often needs to be mobile.
2. SQL Server - This is mostly used when large teams work on the same project and the
project does not need to be mobile.
When creating SQL Server projects, the company's SQL Server

Administrator's credentials are required to give DesSoft P&ID rights to
create the SQL database and user login in SQL Server.
5.2
Creating projects
NOTE: Only users with administrative rights can create projects.
1.
2.
3.
4.
5.
6.
7.
8.
9.
In the menu bar, click Home.

In the Modules ribbon bar, click Projects.
In the Project ribbon bar, click New Project.
Browse to where you want your project to be located.
Under Project Name, enter a name for the project.
Under Project Description, enter a description for the project.
Click Next.
In the Build Project From section, select what you would like to build the new project from.
In the Build Project With section, select what type of library the project must have.
2009 DesSoft
Projects
10. In the Project Type section, select what type of project you want to create.
11. Click Next.
12. Verify the information you have specified and click Next.
13. Change the location of the system/project libraries and system/project folders
5.3
Opening projects
1.
2.
3.
4.
5.4

Select the project in the Project Tree.
In the Project ribbon bar, click Open Project.
Deleting projects
Only users with administrative rights can delete projects.
1.
2.
3.
4.
5.
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Select the project in the Project Tree.
In the Project ribbon bar, click Delete Project.
Click Yes.
29
30
5.5
Switching between projects

The user can switch to another project to view its data, without actually
opening it.
The user can only switch to a project if the user has access rights to the
project.
1.
2.
3.
4.
5.6

Select the project you want to switch to in the Project Tree.
In the Project ribbon bar, click Switch Project.
The project tree

Adding a project to the tree
1.
2.
3.
4.
In the Projects Tree ribbon bar, click Add Existing Project.

Browse to the project's location.
Select the DesSoft.Proj file.
Click Open.
Removing a project from the tree

1. Select the project in the Project Tree.
2. In the Projects Tree ribbon bar, click Remove Project.
3. Click Yes.
Removing a project root

1. Select the project root in the Project Tree.
2. In the Projects Tree ribbon bar, click Remove Project.
3. Click Yes.
2009 DesSoft

Section
VI
32
User Management
How to add a new user. 32
How to delete an existing user. 32
How to change a user's password.
Setting a user's access rights. 33
32
To manage users of a project, that project must be selected in the Project

tree.
6.1
Add a new user

1.
2.
3.
4.
5.
6.
7.
6.2
Delete an existing user

1.
2.
3.
4.
5.
6.
7.
6.3

Select the project you wish to add a user for in the Project Tree.
In the Users ribbon bar, click Manage Users.
In the Users section, check the user.
In the Users section, click Delete Checked User.
Click Yes.
Switching users
1.
2.
3.
4.
5.
6.
6.4

In the Users section, click Add New User.
Enter the desired Username and Password.
Click OK.

In the Users ribbon bar, click Switch User.
Enter the Username and Password of an existing user.
Click OK.
In the Project ribbon bar, click Open Project.
Changing a user's password

1.
2.
3.
4.
5.
6.
7.
8.

In the Users section, click Change Checked User's Password.
Provide the new password.
Click Ok.
2009 DesSoft
User Management
6.5
33
Defining access rights

Access rights can be set per module, per user.
There are 3 different access levels...
Not available - The user will not be able to use the module at all. The button will even
disappear from the interface.
Read only - The user will not be able to
Read/Write 1.
2.
3.
4.
5.
6.
7.

In the Modules section, check the module's name.
Select the access level for the module.
2009 DesSoft

Section
VII
36

How to use the pick list editor.
How to create instruments. 39
How to create equipment. 40
How to create pipes. 41
38
We will be building this P&ID
2009 DesSoft
2009 DesSoft
37
38
7.1
Updating the pick list

NOTE: Use the picklist to create sub-groups in the Quick Filter.
The picklist can create sub-groups for the following Groups.
1.
2.
3.
4.
5.
6.
7.
8.
Group
List Type
Table
Electrical components
Flanges
Instruments
Nozzles
Pipes
Equipment
Reducers
Valves
ETYPE
FTYPE
ITYPE
NTYPE
PTYPE
QTYPE
RTYPE
VTYPE
EINDEX
FLANGE
IINDEX
NOZZLE
PIPE
EQUIPMENT
REDUCER
VALVE
In the menu bar, click View.

In the Open Editor ribbon bar, click Picklist.
Under List Type, select ITYPE.
Under List Item, enter TX.
Under Description, enter Transmitter.
Under Table(s), enter IINDEX.
Click Add.
Click OK.
2009 DesSoft
7.2
39
Creating instruments
1. Select the Transmitter sub-group in the Quick Filter.
2. In the Component ribbon bar, select New Component.
A sub-group must be selected for this ribbon bar to appear.
3. Under Tag Number, enter 30-TT-009.

4. Under Tag Rules, select Area-Func-Num.
5. Click OK.
6. Repeat step 2 to 5 and create the rest of the instruments on the P&ID under the following
groups using the Area-Func-Num Tag Rule. You should have a total of 15 instruments.
2009 DesSoft
40

FUNCTION
LE, TE
FT, LT, TT
FIC, LIC
LV, FV
MV
7.3
GROUP
Instruments
Instruments
Instruments
Instruments
Valves
SUB-GROUP
Instrument Element
Transmitter
Controllers
Instrument Valves
Manual Valves
Creating equipment
1.
2.
3.
4.
5.
Select the Motor sub-group in the Quick Filter.

In the Component ribbon bar, select New Component.
Under Tag Number, enter 30-M-003.
Under Tag Rules, select Area-Func-Num.
Click OK.
6. Select the Tank sub-group in the Quick Filter.

7. In the Component ribbon bar, select New Component.
8. Under Tag Number, enter 30-TNK-005.
9. Under Tag Rules, select Area-Func-Num.
10. Click OK.
11. Repeat step 7 to 10 and create the tanks on the P&ID using the Area-Func-Num Tag
Rule.
12. Also use the steps above to create the pump under the Mechanical Pump sub-group.
2009 DesSoft
7.4
41
Creating pipes
1.
2.
3.
4.
5.
6.
Select the Major Process Pipes sub-group in the Quick Filter.

In the Component ribbon bar, select New Component.
Under Tag Number, enter 30-EFF-4"-001.
Click Show.
Click Add Rule Line until you have 4 rule lines.
Type the data below into the rule column as shown below.
Area=GetS(1,TagNum,"-")
Func=GetS(2,TagNum,"-")
PipeSize=GetS(3,TagNum,"-")
Num=GetS(4,TagNum,"-")
7. Under Rule Name, enter Pipe Training.

8. Click Save As.
9. Click OK.
10. Using the Pipe Training Tag Rule, create the rest of the pipes and categorize them as
follows:
2" = Minor Process Pipes
4" = Major Process Pipes
2009 DesSoft
42
NOTE: For more information on Tag Rules, refer to the Tag Rules
60
topic.
2009 DesSoft

Section
VIII
44
P&ID's
How to create a diagram. 44
How to populate a diagram. 45
How to use anchor points. 45
How to modify existing symbols.
How to create symbols. 47
8.1
46
Creating a P&ID
1.
2.
3.
4.
5.

In the Modules ribbon bar, click Diagrams.
In the Diagram ribbon bar, click New.
Under Tag Number, enter 30-PID-01.
Click OK.
6. Create 2 more diagrams: 30-PID-02 and 30-PID-03.
2009 DesSoft
P&ID's
8.2
45
Populating a P&ID
1. In the Symbol Library, select Tanks.
2. In the Symbols list, right click and drag Pressure Vessel 1 onto the diagram twice.
3. Repeat step 1 to 2 and add the following symbols to the diagram.
Symbol Library
Symbol
Quantity
Instrument Symbols
Instrument Symbols
Instrument Symbols
Tanks
Transmitters Level
Pumps
Border Components
Border Components
Valves
Valves
Valves
Front of Panel Mounted Instrument

PiD - Field Instrument
DCS Function (Accessible to Operator)
Flash Tank 2
Level Gauge
Variable Speed Pump
Document Entry
Document Exit
Control Valve A
Control Valve A.1
Manual Control
6
4
2
2
1
1
2
2
1
1
2
4.
5.
6.
7.
8.3
Arrange the components to look similar to the P&ID.

Connect all the components together as in the P&ID.
When done, click the P&ID Tools ribbon bar.
In the Diagram ribbon bar, click Save.
Anchor points
Adding anchor points
1. Select the symbol on the diagram.
2. In the Anchor Points ribbon bar, click the Anchor point you wish to add.
Moving anchor points

1. Select the Anchor Point, by dragging a box around it.
2. Use the arrow keys to move the Anchor Point to the desired location. Holding down
control while moving the anchor point, allows you to place it more accurately.
2009 DesSoft
46
Deleting anchor points

1. Select the Anchor Point, by dragging a box around it.
2. On the keyboard, press Delete.
8.4
Modifying existing symbols

You may have realized while populating the diagram, that we don't have the correct symbol for
30-FV-002. However, we do have a symbol that looks similar (Control Valve A.1). Let's
modify this symbol to our requirements.
Control Valve A.1
1. In the Symbol Library, select Valves.

2. In the Symbol list, right click and drag Control Valve A.1 onto the diagram.
3. Select the symbol on the diagram.
4. In the the Arrange ribbon bar, click Ungroup.
5. Select "TAGNUM".
6. In the menu bar, click Format Text.
7. In the Font ribbon bar, select the Arial font and size 6.
8. Change the rest of the symbol to our requirements.
9. Select all the pieces of the symbol by dragging a box around them.
10. In the Arrange ribbon bar, select Group.
11. In the Symbol Library, click New.
12. Name the new library Training.
13. Click OK.
14. In the menu bar, click P&ID Tools.
15. In the Symbol ribbon bar, click Add to Library.
16. Name the new symbol Control Valve.
17. Click OK.
18. In the Symbols list, right click and drag Control Valve onto the diagram to use it for 30FV-002.
NOTE: Clicking Add to Library, will add the symbol to the library currently
selected.
19. Modify the symbol used for 30-TT-009, to contain the FUNC and NUM text.
20. Add it to the Training library.
21. Name the symbol Local Instrument.
22. Replace all the local instruments' symbols with the new Local Instrument symbol.
2009 DesSoft
P&ID's
8.5
47
Creating symbols
Create the Pre-Heater symbol below with its anchor points.
1. In the menu bar, click Draw.

2. In the Draw Shapes ribbon bar, click Draw.
3. Use the drawing tools to draw the symbol.
4. Select "TAGNUM".
5. In the menu bar, click Draw.
7. Select all the pieces of the symbol by dragging a box around them. (including TAGNUM)
9. In the Anchor Points ribbon bar, click the top and bottom anchor points.
10. In the Symbol Library, select Training.
12. In the Symbol ribbon bar, click Add to library.
13. Name the symbol Pre-Heater.
NOTE: Clicking Add to Library, will add the symbol to the library currently
selected.
NOTE: By making the textbox a group and then grouping it together with
the rest of the symbol, enables you to move the textbox later on without
ungrouping.
14. Create a tie-in symbol. Pay attention to which anchor point is used.
15. Add it to the Training library.
16. Name the symbol Tie-in.
17. Refer to the P&ID and used the Tie-in symbol where applicable.
18. Once all the lines are connected to it, select the symbol on the diagram.
20. In the Database Link ribbon bar, click Create Tie-In.
2009 DesSoft
48
8.6
Creating a Tie-In
1. Select the Tie-In symbol on the diagram.
3. In the Database Link ribbon bar, click Create Tie-In.
NOTE: This procedure allows the software to create an ID for the Tie-In
symbol which will prove useful when doing reports such as a pipe-run.
8.7
Associating components with symbols

1. Right click and drag 30-TT-009 from the Tag List onto the relevant symbol to associate it
with that symbol. (refer to P&ID)
2. Associate the rest of the instruments, equipment, pipes and documents.
2009 DesSoft
P&ID's
8.8
Dissociating components from symbols

1.
2.
3.
4.
8.9
49
Select the symbol on the diagram.

In the menu bar, click P&ID Tools.
In the Database Link ribbon bar, click Unlink Component.
Click Yes.
Defining process line types

1. Select the line on the diagram.
2. In the menu bar, click Format Line.
3. In the Change line to... ribbon bar, click Process Major or Process Minor.
8.10
Automatic pipe tags

In the menu bar, click Tools.
In the Tools and Options ribbon bar, click P&ID Options.
Select Pipe Options from the list.
Check all the available options.
In the Pipe Number Shape section, select Square.
Under Tag Number Rule, enter Pipe.Area+"-"+Pipe.Func+"-"+Pipe.PipeSize+"-"+Pipe.
Num
7. Define the colors you want your major and minor process lines to appear in on the P&ID.
8. Click OK.
10. In the Database Link ribbon bar, click Update Pipe Tags.
1.
2.
3.
4.
5.
6.
2009 DesSoft
50
8.11
Component annotations
Specifying fields for component annotations
1. In the menu bar, click Tools.
2. In the Tools and Options ribbon bar, click P&ID Options.
3. Select Tag Number Annotations from the list.
Here you can specify column names that will be included in component annotations on a
P&ID.
Annotating components
1.
2.
3.
4.
8.12
In the Diagram List, double click on 30-PID-01.

On the diagram, select 30-TNK-007.
In the Database Link ribbon bar, click Annotate Component.
Associating symbols with symbols

You can associate symbols on a P&ID with each other in order to move them together.
1.
2.
3.
4.
Select the equipment on the P&ID.

Press and hold Ctrl and select the instruments you wish to associate with the equipment.
In the Components ribbon bar, click Associate.
NOTE: You can only associate instruments with equipment.
8.13
Dissociating symbols from symbols

1.
2.
3.
4.
Select the symbol on the diagram.

In the Components ribbon bar, click Dissociate.
Click Yes.
2009 DesSoft

Section
IX
52
Hands-On One
For this hands on session, we will be using all the skills learnt so far to
create the following P&ID.
NOTE: The term "Components" means Instruments, equipment, pipes and
diagrams.
1. Create a new project: Training2.
2. Create all the components under the relevant groups in the Tag List. You are free to
create as many groups as you like.
3. Create and modify symbols as necessary and add them to the Training Library.
4. Associate all the components to the relevant symbols.
5. Define the Automatic Pipe Tags Rule.
6. Major Process Pipes are orange.
7. Minor Process Pipes are green.
2009 DesSoft
Hands-On One
2009 DesSoft
53

Section
56
10
Document Tokens
What are document tokens?
A token is the text on a drawing that is being used to link information from the database. A
token can be identified as text starting with the & character.
10.1
Understanding document tokens

Typical token structure is &1B2,Panel.TagNum or &2A3,Term.TNum.
As terminal, Panel, Tstrip, etc numbers are commonly used per template, shortcuts can be
created to reduce the amount of clutter on the template. These shortcuts must be created
and viewed in P&ID from the menu View\Document Tokens. For the above example Panel.
TagNum can be replaced by Panel and Term.TNum by TN.
E.g: &1B2,Panel or &2A3,TN.
To achieve this, the document tokens are created as follows:
Panel = Panel.TagNum
TN = Term.TNum
And for the same matter one could create
TC = Core.Core (Connected Terminals Core Color)
A token consist of the identifier, an address section and the database reference name, e.g.
&2A3,Term.TNum where:
1. Identifier = &
2. Address = 2A3
The address (2A3) is the seek field been used to get the correct record from the database
where:\
Ord address = the digits before the character, in this case 2 represents an Ord number of
the Tstrip in Field bus templates or the Ord of the Instrument in a Loop drawing. Thus in a
typical field bus junction box, there can be three or more Tstrips and the Ord field in the
Tstrip table will uniquely identify the Tstrips data to be displayed on the drawing.
TsCon address = the Tstrip connection position within a connection row. A connection row
are the connections for example from the instruments positive terminal to the junction box
terminal, via multi-core cable to the PCS/PLC/DCS cabinets terminal to the cards terminal
and then one would have another row for the negative terminal, etc. The TsCon will start at
A and increments to D in the above scenario. (See below)
Trow address = the digits after the character, in this case 3 that presents the terminal row
number within the tstrip or for that matter in a loop diagram the Instruments tstrips trow
number. The Trow address is only required when detail connections needed to be displayed.
3. Database reference = Term.TNum
(Remember that the database reference can be replaced by a shortcut token)
(The database reference needs to have the table name plus a dot plus the column name in that table.
When a shortcut token is used, there is additional functionality available namely the IIF function and
also the Get type functions like GetS, GetN, etc.)
Tips (suggestions) for future planning when using templates on a P&ID

project:
2009 DesSoft
Document Tokens
57
To allow existing templates to work and possible future templates to be created as different loop
configurations occur during the project process:
1. Make sure that all instruments are in Tstrip connection position (TsCon) A
2. All junction box TsCon in J, which allows other JBs or LCP to be created between the
Instrument and the JB.
3. All Card TsCon in Y, which allows other cabinets, Marshalling strips to be somewhere
between J and Y, etc.
2009 DesSoft

Section
XI
60
11
Tag Rules
Tag Rules are used to build tag numbers in a certain format as well as populating
additional fields in the table of the component, the rule is applied on.
In the following example is an Analog Input Transmitter Tag Rule that populates the Area,
Func, Num and the I_O fields in the database for the instrument tag number.
For more functions that are available, see the Internal Functions
11.1
60
topic.
Internal functions
Internal functions used with Tag Rules
1. GetS function (Get Substring)
The GetS function will get a substring from the string passed as a parameter.
Definition: GetS(nPos, String, Delimiter) where
nPos (number) is the position of the substring inside the string.
String (text) is the passed string to the function
Delimiter (text) is used to determine the count for nPos. By default the delimiter is a ","
and when it is something
else one has to specify it.
E.g. To get the function (second) part out of a tag number (string) that consists of area-funcnum ("-" is the delimiter) the function will be:
GetS(2,"22-M-01","-") = "M"
If the string must be a specific field in the database then the field name has to be passed like:
GetS(2,TagNum,"-") = "M"
2009 DesSoft
Tag Rules
61
A literal string value must be passed with inverted commas ("). When a reference to a text
field is passed as the string value, then the field name without the inverted commas is typed.
A number is also passed without the inverted commas. A number reference is treated the
same as above.
2. GetL function (Get the Left part of a string)
The GetL function will get the specified amount of characters from the left of the string.
Definition: GetL(nPos, String) where
nPos (number) is the amount of characters from the left in the string.
String (text) is the passed string to the function.
E.g. GetL(2,"ABCD-123-EFG") = "AB"
3. GetR function (Get the Right part of a string)
The GetR function will get the specified amount of characters from the right of the string.
Definition: GetR(nPos, String) where
nPos (number) is the amount of characters from the right in the string.
E.g. GetR(2,"ABCD-123-EFG") = "FG"
4. GetN function (Get the Number part of a string)
The GetN function will get the first numbers found from the string.
Definition: GetN(String) where
E.g. GetN("ABCD123-EFG") = "123"
5. GetC function (Get the Character part of a string)
The GetC function will get the first characters found from the string.
Definition: GetC(String) where
E.g. GetC(GetS(1,"123ABCD-EFG",-)) = "ABCD"
6. GetP function (Get the Position character in a string) (only 2 parameters)
The GetP function will get the character from the string at the specified position.
Definition: GetP(nPos, String) where
nPos (number) is the position of the character counted from the beginning of the string.
E.g. GetP(2,"ABCD123-EFG") = "B"
7. GetP function (Get the Part of a string) (3 parameters)
The GetP function will get part of the string from the specified position for an amount of
characters.
Definition: GetP(nPos, String, nAmount) where
nPos (number) is the position of the character counted from the beginning of the string.
nAmount (number) is the amount of characters to return from the defined position in the
string.
E.g. GetP(3,"ABCD123-EFG",4) = "CD12"
8. GetX function (Get the NeXt value from the last character in a string)
2009 DesSoft
62

The GetX function will get the next incremented value for the last character in a string. It
can be a numeric value or a string value.
Definition: GetX(String) where
E.g.1. GetX("ABCD123-EFG") = "ABCD123-EFH"
E.g.2. GetX("ABCD123") = "ABCD124"
9. GetX function (Get the NeXt incremented count value from the last character in a string)
The GetX function will get the next incremented count value for the last character in a
string. It can be a numeric value or a string value.
Definition: GetX(String, nCount) where
nCount (number) is the amount that the last character in the string needs to be
incremented.
E.g.1. GetX("ABCD123-EFG",3) = "ABCD123-EFJ"
E.g.2. GetX("ABCD123",3) = "ABCD126"
10. The above functions can be called as a combination like:
E.g. TagNum = "22-M-001AB"
GetR(2,GetS(3,TagNum,"-")) = "AB"
The function will always first evaluate the function within the brackets and work its way to the
outside. Thus the above example will first return the GetS(3,TagNum) that equals "001AB"
then run the GetR(2 part of the function which results in "AB".
2009 DesSoft

Section
XII
64
12
Tables
How to modify table structures. 64
How to export table information. 64
How to import table information. 65
12.1
Modifying table structures

Change the field size of the I_O in the Term table.
1.
2.
3.
4.
5.
6.
7.
8.

In the Modules ribbon bar, click Tables.
In the Table List, click on Term.
In the Table Option ribbon bar, click Modify.
In the list, select I_O.
Change the Field Size to 8.
Click Update.
Click Ok.
NOTE: You can also add / delete columns here.

NOTE: Always refresh your table for changes to take effect.
12.2
Exporting tables
1.
2.
3.
4.

In the Table Option ribbon bar, click Show Hidden Tables.
In the Table List, click on CableStandards.
2009 DesSoft
Tables
5. In the Table Data ribbon bar, click Export.
6.
7.
8.
9.
12.3
Select the file type you wish to export the table data to.
Browse to the location where you wish to create the file by clicking the ellipse button.
Specify the filename.
Click OK.
Importing tables
1.
2.
3.
4.
5.
6.
7.
2009 DesSoft

In the Table Option ribbon bar, click Show Hidden Tables.
In the Table List, click on CableStandards.
In the Table Data ribbon bar, click Import.
Browse to the file you wish to import.
Click Open.
65
66
8. Check the field(s) that exist in the file as well as in the table that can be used as the link key
between the file rows and the table records.
9. Click OK.
2009 DesSoft

Section
XIII
68
13
Queries
How to create queries.
13.1
68
Creating queries
Write a query to count the valves in the project
1.
2.
3.
4.

In the Modules ribbon bar, click Queries.
In the Query Options ribbon bar, click New Query.
In the Script Area, type the following query:
SELECT Count(Valve.TagNum) AS ValveCount FROM Valve
5. In the Query Options ribbon bar, click Execute.
Change the query to include the P&ID Numbers the valves belong to
6. Change your query to the following:
SELECT Document.TagNum AS 'P&ID', Count(Valve.TagNum) AS ValveCount
FROM (Valve INNER JOIN DocumentCon ON Valve.ValveID = DocumentCon.ConID)
INNER JOIN Document ON DocumentCon.DocumentID = Document.DocumentID
GROUP BY Document.TagNum
In the query above, we added another column in the SELECT statement (Document.TagNum).
Since we are using 2 different tables (Document and Valve), we have to find a column in each
of them that we can use to set the tables equal to each other These columns are the IDcolumns ValveID, ConID and DocumentID. In order to get to the Document.TagNum, we
have to JOIN the Valve Table and the DocumentCon Table together on the ValveID and ConID
columns to get the DocumentID. Once we know what the DocumentID is, we can JOIN the
DocumentCon Table and the Document Table together on the DocumentID column to finally
get Document.TagNum. Lastly, we group the result of the query by Document.TagNum in
order to see how many valves there are per P&ID.
Change the query to include the Manufacturer, Model, VType, PipeSize and
the P&ID Description
7. Change your query to the following:
SELECT Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.
Description AS 'P&ID Description', Document.TagNum AS 'P&ID', Count(Valve.TagNum)
AS ValveCount
GROUP BY Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.
TagNum, Document.Description
In the query above, we only added a few more columns in the SELECT statement. Since these are
located in the Valve and Document table, there is no need to add any JOIN statements. At the end
of the query, we used the group by statement again. The order you put the fields in, in the GROUP
BY statement, will be determined by how you would like the information to be presented on your
2009 DesSoft
Queries
69
report.
Change the query to filter for a certain manufacturer

SELECT Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.
Description AS 'P&ID Description', Document.TagNum AS 'P&ID', Count(Valve.TagNum)
AS ValveCount
WHERE Valve.Manufacturer = "Parker"
GROUP BY Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.
TagNum, Document.Description
In the query above, we only added a WHERE clause that filters all the valves and only returns the
valves that contain "Parker" in the Valve.Manufacturer column.
8. In the Query Options ribbon bar, click Save.
9. Name the query ValveCount.
STATEMENT
SELECT
JOIN
WHERE
EXPLANATION
Selects data from the database
Joins tables together
Filters the selected data for a specified value
GROUP BY
Groups common values for the fields specified,

in the order they are specified
2009 DesSoft
70
2009 DesSoft

Section
XIV
72
14
Reports
How to view reports. 72
How to create your own reports.
14.1
72
Viewing reports
Select and view the Instrument index and Cable Schedule.
1.
2.
3.
4.
5.
6.
14.2
In the menu bar, click on Home.

In the Modules ribbon bar, click on Reports.
In the Reports List, expand Instrument Index.
Double Click on Instrument Index to view it, close when done.
In the Reports List, expand Document Register.
Double Click on Document Register to view it, close when done.
Creating reports
NOTE: We are going to create a report for the query we created in the
Queries section.
1.
2.
3.
4.
5.
6.
7.
8.
9.

In the Modules ribbon bar, click Queries.
In the Queries List, expand Select.
Open the ValveCount query.
Copy the query text from the Script Area.
Close the Query Viewer.
In the Modules ribbon bar, click Reports.
In the Report File ribbon bar, click New.
Paste the query in the box that appears.
10. Click Next.

11. Move Manufacturer, Model, VType and PipeSize into the Groups section.
2009 DesSoft
Reports
73
12. Move 'P&ID', 'P&ID Description' and ValveCount into the Detail section.
13. Click Next.

14. Under Layout, Select Outline.
15. Click Next.
16. For training, select the first style for your report. Otherwise, select any style you wish to
use.
17. Click Next.
18. Name the report Valve Count - Parker.
19. Select Modify the report's design.
20. Click Finish.
21. Change the design of the report to look like the one below.
2009 DesSoft

Section
XV
76
15

DesSoft P&ID's options dialog.
The Data Tools dialog. 77
The Task list. 77
15.1
76
P&ID options
1. Displays general project information. You can also change the location of the Libraries
and System Project here by clicking on the linked path.
2. Change document output behaviour as well as the document list's colors.
3. Enable/disable tracking of changes and specify what type of changes must be tracked.
4. Specify which database fields need to be included in annotations on P&IDs.
5. Specify the Tag Rule that will be used for pipes as well as the colors they are displayed in
on P&ID's.
6. Change the location where document repository is kept and general settings for
repository related items.
7. Define proxy settings.
8. Other departments in your company can receive e-mail notifications of changes made to
the database using your e-mail account settings entered here. <UNDER
CONSTRUCTION>
2009 DesSoft
15.2
77
Tools
Data Tools
Data tools is used to keep your project clean & proper.
Synchronizes associated components' information to ensure information is correct.
Keeping a database healthy has NEVER been this easy, nor this fast!
Deletes pipes that are not associated to a diagram.

Deletes nozzles that are not associated to anything.
Synchronizes the sizes specified for the nozzles, with the sizes specified for pipes.
Synchronizes the sizes specified for the reducers, with the sizes specified for pipes.
Synchronizes the sizes specified as the instruments valves' pipe size, with the sizes
specified for pipes.
6. Synchronizes the sizes specified as the hand valves' pipe size, with the sizes specified for
pipes.
1.
2.
3.
4.
5.
Task List
Make note of what needs to be done (before you forget).
Keep track of what has been done.
Prioritize tasks.
1. In the ribbon bar, click View.
2. In the View ribbon bar, click Task List.
2009 DesSoft
Index
Index
-OOpening Projects
-A-
-P-
About Dialog 22
Activate a Local License 18
Activating Licenses from Web License Server
-CComponent Tag List 36

Concurrent User Management 15
Concurrent User Management (CUM) 14
Connecting to the License Server 20
Contact Support 22
Creating a P&ID Diagram 44
Creating Projects 28
-DDeleting a Project
14
P&ID Dashboard 26
P&ID Diagrams 44
P&ID Options 76
Project Building Options
Projects 28
28
-RReturning a Local License
-SSetup
-T29
Table Structures
-FFirewall and Proxies
Help And Licensing
16
Updating the Pick List
18
-IIntroducation 8
Introduction 9
-LLicense Management
64
-U-
-H-
14
-MManaging Users for a Project
2009 DesSoft
29
32
38
19
79

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P&ID Training Manual

P&ID Training Manual

Special thanks to:

All the people who contributed to this document.

Introduction & Setup

Help and Licensing

Creating Plant Components

P&ID Training Manual

P&ID Options & Tools

P&ID Training Manual

P&ID Training Manual

Introduction & Setup

Minimum requirements are:

Introduction & Setup

Setup and Navigation

How to navigate within DesSoft P&ID

P&ID Training Manual

Introduction & Setup

Quick Access Bar:

P&ID Training Manual

P&ID Training Manual

Activating Licenses from Web License Server

How to Activate the CUM with Client Licenses

5. In the CUM application, click Activate.

Concurrent User Management

P&ID Training Manual

Firewall and Proxies

To setup the proxy settings in the CUM application.

To setup the proxy settings in DesSoft P&ID.

In the menu bar, click Tools.

P&ID Training Manual

P&ID Training Manual

Help and Licensing

Activating a local license

Help and Licensing

7. If the transaction failed refer to the Firewall and Proxies

Returning a local license

P&ID Training Manual

4. If the transaction failed refer to the Firewall and Proxies 16 section.

Connecting to the license server

Help and Licensing

P&ID Training Manual

Help and Licensing

An internet connection is required to contact support.

P&ID Training Manual

P&ID Training Manual

Libraries and Standards

Tools and Options

P&ID Training Manual

P&ID Training Manual

Project building options

'Build Project With' options

'Project Type' options

When creating SQL Server projects, the company's SQL Server

In the menu bar, click Home.

In the menu bar, click Home.

In the menu bar, click Home.

P&ID Training Manual

Switching between projects

In the menu bar, click Home.

The project tree

In the Projects Tree ribbon bar, click Add Existing Project.

Removing a project from the tree

Removing a project root