Bentley Vision

B ENTLEY
VISION
V8I (SELECTSERIES 2)
Project Navigator
TRN012140-1/0001
COPYRIGHT INFORMATION
TRADEMARK NOTICE
Bentley, the "B" Bentley logo, MicroStation, AutoPLANT and AutoPIPE are registered or nonregistered trademarks of Bentley Systems, Inc. or Bentley Software, Inc. All other marks are the
property of their respective owners.
COPYRIGHT NOTICE
2010, Bentley Systems, Incorporated. All Rights Reserved.
Including software, file formats, and audiovisual displays; may only be used pursuant to applicable
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Incorporated and/or third parties which is protected by copyright and trade secret law and may not be
provided or otherwise made available without proper authorization.
Acknowledgments
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Corporation.
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Incorporated.
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RESTRICTED RIGHTS LEGENDS
If this software is acquired for or on behalf of the United States of America, its agencies and/or
instrumentalities ("U.S. Government"), it is provided with restricted rights. This software and
accompanying documentation are "commercial computer software" and "commercial computer
software documentation," respectively, pursuant to 48 C.F.R. 12.212 and 227.7202, and "restricted
computer software" pursuant to 48 C.F.R. 52.227-19(a), as applicable. Use, modification,
reproduction, release, performance, display or disclosure of this software and accompanying
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pursuant to 48 C.F.R. 12.212, 52.227-19, 227.7202, and 1852.227-86, as applicable.
Contractor/Manufacturer is Bentley Systems, Incorporated, 685 Stockton Drive, Exton, PA 193410678.
Unpublished - rights reserved under the Copyright Laws of the United States and International treaties.
END USER LICENSE AGREEMENT
To view the End User License Agreement for this product, review: eula_2010.pdf.
TABLE OF CONTENTS
CHAPTER 1: INTRODUCTION
WHAT IS BENTLEY VISION? ...................................................................................... 1-2
SYSTEM REQUIREMENTS......................................................................................... 1-2
HELP AND DOCUMENTATION ................................................................................... 1-3
HTML HELP AND PDF TUTORIAL FILES ....................................................... 1-3
HELP/DOCUMENT UPDATES........................................................................ 1-4
BENTLEY VISION HELP ORGANIZATION ..................................................... 1-4
PRINTING HELP/TUTORIAL FILES ............................................................... 1-5
FEATURES .................................................................................................................. 1-5
DATA MANAGEMENT .................................................................................... 1-6
DOCUMENT MANAGEMENT ......................................................................... 1-6
REDUCED REGULATORY COMPLIANCE COSTS........................................ 1-7
SCALEABLE, OPEN ARCHITECTURE BUILT ON INDUSTRY STANDARDS 1-7
REVISION CONTROL SECURITY .................................................................. 1-7
ABOUT THIS TUTORIAL ............................................................................................. 1-8
TECHNICAL INFORMATION RESOURCES ............................................................... 1-9
BENTLEY SERVICES ..................................................................................... 1-9
BENTLEY SELECT ................................................................................... 1-9
BENTLEY PROFESSIONAL SERVICES .................................................. 1-9
BENTLEY INSTITUTE .............................................................................. 1-9
DOCS.BENTLEY.COM ................................................................................... 1-9
DOCUMENTATION CONVENTIONS ........................................................................ 1-10
PROCEDURE CONVENTIONS .................................................................... 1-10
PRE-START CHECKLIST .......................................................................................... 1-11
INSTALL BENTLEY VISION PROGRAM FILES ............................................ 1-11
CREATE A WORKING TUTORIAL DIRECTORY .......................................... 1-11
BENTLEY Vision Tutorial i
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TABLE OF CONTENTS
CHAPTER 2: GETTING STARTED

STARTING BENTLEY VISION .....................................................................................2-2
A TOUR OF THE INTERFACE .....................................................................................2-3
AREA TAB .......................................................................................................2-3
UNIT TAB ........................................................................................................2-4
DOCUMENT TAB ............................................................................................2-5
USER TAB .......................................................................................................2-6
VISION TOOLBAR...........................................................................................2-6
CREATING A NEW PROJECT WITH PROJECT ADMINISTRATOR ...........................2-8
OPENING A PROJECT IN BENTLEY VISION ............................................................2-15
CHAPTER 3: DISPLAY TABS, ARCHIVES, VIEWERS, AND REPORTS

USING THE DISPLAY TABS ........................................................................................3-2
FILTERING THE TAG DISPLAY ......................................................................3-2
MODIFYING THE SECTION HEADERS IN THE TAG TREE ...........................3-4
SEARCHING FOR A TAG................................................................................3-6
PROJECT DOCUMENTS.............................................................................................3-7
IMPORTING A DOCUMENT INTO THE CURRENT PROJECT.......................3-7
SETTING UP A VIEWER ............................................................................................3-10
THE PROPERTIES TAB ............................................................................................3-12
GENERATING REPORTS .........................................................................................3-13
CHAPTER 4: ASSOC. DOCUMENTS, NEW PROJ. DOCS, AND TITLE BLOCKS

ASSOCIATING DOCUMENTS .....................................................................................4-2
NEW PROJECT DOCUMENTS....................................................................................4-5
TITLE BLOCKS ............................................................................................................4-8
CHAPTER 5: REVISION CONTROL SECURITY

USER AND GROUP CONFIGURATION ......................................................................5-2
REVISION CONTROL SECURITY ...............................................................................5-5
CONCLUSION .............................................................................................................5-7
ii
BENTLEY Vision Tutorial
INTRODUCTION
Welcome to Bentley Vision, a Windows-based application that helps

manage critical plant data and documentation. This tutorial introduces some
of the main features in Bentley Vision and walks you through some useful
exercises.
WHAT IS BENTLEY VISION?
1-2
SYSTEM REQUIREMENTS
1-2
HELP AND DOCUMENTATION
1-3
FEATURES
1-5
ABOUT THIS TUTORIAL
1-8
TECHNICAL INFORMATION RESOURCES
1-9
DOCUMENTATION CONVENTIONS
1-10
PRE-START CHECKLIST
1-11
Bentley Vision Tutorial
1-1
INTRODUCTION
W HAT IS BENTLEY VISION?
WHAT IS BENTLEY VISION?

Bentley Vision is an easy-to-use Windows-based application that helps manage critical plant data
and documentation. The tree-like user interface allows you to quickly navigate to a specific
component to view operating data and associated documentation. Bentley Vision shares a common
relational database model with the Bentley P&IW Workgroup and the Bentley Plant Design
Workgroup for storage of all plant data including process equipment, lines, valves and
instrumentation. By sharing a common relational database, errors and data maintenance costs
associated with duplicate data are virtually eliminated.
Note
Bentley Vision operates in the Windows NT (4.0 or greater), Windows 2000, Windows XP
environments, ONLY!
SYSTEM REQUIREMENTS
You must have a CD drive or Internet access for product installation. The following prerequisites
are required to run Bentley Plant V8i applications.
Processor
Intel Pentium-based PC
Operating System
Microsoft Windows 2000, Service Pack 4 or later, OR

Microsoft Windows XP Professional, Service Pack 1a or later, OR
Microsoft Windows Vista (32-bit)
Network
Environment
Microsoft Windows NT 4.0, 2000, OR 2003; TCP/IP networks
Microsoft Office
Professional Edition 2000 (SR1a), XP, 2003, or 2007
Internet
Microsoft Internet Explorer 6 or greater
Memory
512MB (More memory typically results in better performance.)
Hard Disk
650MB minimum free hard disk space
Input Device
Any industry-standard input device supported by Windows
Output Device
Any industry-standard output device supported by Windows
Video Graphics
Card
Any industry-standard video card/monitor
CAD Engines
MicroStation 2004 Edition or later, AutoCAD 2004 or later, up to and including AutoCAD
2009
Databases
MS Access 2000, XP, or 2003; SQL Server 7, 2000 and 2005; Oracle Server 8i, 9i, 10g or
11g
Before you install the Bentley Vision software, you should confirm that you have adequate
hardware and software capabilities to install and use the product.
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INTRODUCTION

In an effort to provide you with the best application support in the industry, Bentley Vision
documentation is provided electronically in the form of HTML help files and Adobe Acrobat
Reader PDF files. This important decision was made to provide a method of quickly updating
users with the latest program additions or modifications. Since this information is provided
electronically, users can simply download the latest help files from our web site, without the delay
to update and reprint hard copy documentation.
Note
In response to user requests to have the application on-line help formatted in a manner
that can be referenced away from a setting in which the actual software is installed we
will now provide the help in an Adobe Acrobat Reader PDF formatted manual after
each major release. These will be provided in PDF format to enable users to print as
many copies of this information as desired. These files will be generated in a timely
manner after each release from the on-line help and made available for download from
the http://docs.bentley.com web page.
HTML HELP AND PDF TUTORIAL FILES

All Bentley Vision help is provided in the latest HTML help format. This tutorial is provided
electronically in Adobe Acrobat PDF format. The capability to view HTML help is automatically
built into the Windows 2000, and Windows XP operating systems. Users with Windows NT 4.0
must have Internet Explorer 6.x or later installed and functioning. To view the PDF files you must
have Adobe Acrobat Reader v.4.x or later installed and functioning. You can download these
applications via the following urls.
Adobe Acrobat Reader: http://www.adobe.com/products/acrobat/
Microsoft Internet Explorer: http://www.microsoft.com/windows/ie/downloads/default.asp
All applications provide a Help > Contents menu selection, which will display the relevant help for
that application. In most instances, primary application help may also be directly launched via the
Programs > Bentley > Plant V8i > Help Files folder in your Windows Start menu.
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INTRODUCTION
HELP/DOCUMENT UPDATES
The Contents page of Bentley Vision help files contains an Update Now button. If you have a
connection established with an Internet provider, press this button to access the
http://docs.bentley.com web page. Bentley Vision Help and Tutorials are tracked by the build date
that displays in the Title bar of each help/tutorial window. Compare the build date on your existing
file with the build date of this file in the download area of the Bentley web site to determine if a
newer version is available.
Downloads will be provided in the form of self-extracting zip files. When you download an update,
simply save the file to the directory where the old files reside, then run the downloaded executable.
For example, if you download an update for the VISION V8i help file VISION.CHM, the
downloaded file will be named VISIONV8i.EXE. Save the file to your directory where the existing
VISION.CHM help file resides, then run the VISIONV8i.EXE to overwrite your existing help file.
BENTLEY VISION HELP ORGANIZATION

Bentley Visions on-line Help is the source for answers to any questions you might have about
program features and functionality. Most Bentley Vision application dialogs provide a help button
to quickly display context-sensitive help on that option. Bentley Vision Help includes the
following main topic areas:
1-4
Project Setup: This area of the help describes the various project operations modes, and
provides procedures for performing the most common project configuration tasks. The tools
provided to upgrade/update from previous versions of AutoPLANT are also covered.
New Features: Provides a list of version-by-version links, to the new features and
modifications to the Bentley Vision application.
Getting Started: Provides an introduction to the interface, and provides a description on how to
best use the help system.
Menu Command Reference: This folder is organized to closely match the structure of the Vision
main menu. This should enable you to quickly locate help on a specific menu option. In
general, the help for each command resides in a separate folder under the menu name folder
where it exists in the menu. Many command folders also contain a
How To sub folder,
which includes a set of procedure topics that describe how to use that command.
Tab Reference: Provides a graphical interface to enable you to navigate through the tab system
to access a help topic for a specific tab.
Toolbar Command Reference: The Toolbar Command Reference help area provides a
description of the toolbar options available with links to the main help topic for each of these
options.
INTRODUCTION
FEATURES
+
Technical Support: Contains information on how and when to contact our Technical Support
staff. This section includes telephone and fax numbers, as well as a live web link to the
Bentley web site for the latest support information.
PRINTING HELP/TUTORIAL FILES

The HTML format of Bentley help systems makes printing easier than ever. To print a topic,
simply select it from the Table of Contents, then press the Print button. Enable the Print the
selected topic radio button in the dialog displayed, then press OK. If you want to print all of the
topics that reside in a particular folder and all of its sub-folders, simply select the folder and press
Print, then enable the Print the selected heading and all subtopics radio button, then press OK. All
topics in and below the selected folder will be printed in the order that they are defined in the
folder.
PDF files may be printed by selecting File > Print, then selecting the range of pages to print.
FEATURES
Bentley Vision provides an easy-to-use environment to manage critical plant data and
documentation. The tree-like user interface enables you to quickly navigate to a specific
component to view operating data and associated documentation. Bentley Vision and the Bentley
Process & Instrumentation Workgroup and Bentley Plant Design Workgroup share a common
relational database model for storage of all plant data including process equipment, lines, valves
and instrumentation. Changes made to a P&ID are immediately available through the Bentley
Vision interface. By sharing a common relational database, errors and data maintenance costs
associated with duplicate data are virtually eliminated.
Bentley Vision does more then simply manage plant data. It displays the relationship between the
various components within the plant. Selecting a process vessel in the user interface instantly
displays a list of nozzles and lines connected to the vessel. Selecting a line displays all in-line
components, including valves and instrumentation, as well as branch connections and downstream
equipment. Need to see the data associated with a piece of equipment? Simply select the
Properties tab to view the data stored in the central relational database.
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INTRODUCTION
FEATURES
DATA MANAGEMENT
Bentley Vision allows you to manage plant data for the lifecycle of your plant. All documentation
and data developed with the Bentley Plant Design applications in the construction phase is
seamlessly imported into Bentley Vision for plant operations and maintenance. This eliminates the
time-consuming and error prone process of completing a manual take-off of your drawing data in
order to update your plant data.
DOCUMENT MANAGEMENT
Bentley Vision provides the document management tools required to address the unique needs of
process plants. With Bentley Vision a document can be electronically linked to any component
record. Selecting the component in the graphical user interface automatically displays the list of
associated documents. Select the document from the list and it is automatically displayed for
viewing. With Bentley Vision it is easy to locate all documents associated with a particular tag
number.
All plant documentation is maintained under revision control within Bentley Vision. The archive
function ensures that only the most currently issued document is available for viewing. Only plant
personnel with the appropriate permissions may checkout, update and archive an original
document. Built-in audit tracking functionality maintains a permanent history of all document
changes and the personnel that made the changes.
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INTRODUCTION
FEATURES
REDUCED REGULATORY COMPLIANCE COSTS

Bentley Vision provides immediate access to critical plant data and documents required to comply
with industry regulations, including FDA, EPA, OSHA 1910 and ISO. The audit trail functionality
records Who, When and What documents were accessed through Bentley Vision.
SCALEABLE, OPEN ARCHITECTURE BUILT ON INDUSTRY STANDARDS

The open architecture of Bentley Vision allows seamless integration with existing data sources.
Tables from your in-house and enterprise data management can be joined directly to Bentley
Vision eliminating the need to perform application-to-application data synchronization. Bentley
Vision includes an API environment to expose the primary data objects for high level integration
with third party document management, EAM and maintenance management applications
including Documentum, PSDI/Maximo, DataStream, Eagle Technologies and Indus Solution
Series. Databases supported by Bentley Vision include Microsoft SQL Server, Microsoft Access
(small workgroups), MSDE, and Oracle.
REVISION CONTROL SECURITY

The Revision Control Security enables you to control user access settings for all registered
applications. Options are provided to control user access, functions, and levels.
1-7
INTRODUCTION
ABOUT THIS TUTORIAL
ABOUT THIS TUTORIAL

This tutorial explains how to use Bentley Vision as a typical user only. For a more detailed
explanation of a specific command or function, refer to the Bentley Vision on-line help. A brief
description of the information presented in each chapter of this Tutorial is provided below.
Chapter 2: Getting Started: In this chapter, you will learn some of the basic features of the Bentley
Vision application, including an introduction to the Display tabs, and the Vision toolbar. You will
also learn how to create a new project using the Project Administrator.
Chapter 3: Display Tabs, Viewers, and Reports: In this chapter, you are introduced to the Display
tabs, their functionality and how to customize their appearance. You also learn how to set up a
viewer for viewing documents. The final exercise in this chapter focuses on generating project
reports.
Chapter 4: Associated Documents, New Project Documents, and Title Blocks: In this chapter, you
will learn how to associate an external document with a current project tag, preview the document
inside Bentley Vision and to view the document by launching the associated viewer. You will also
learn how to create a new project document.
Chapter 5: Revision Control Security: This chapter focuses on the Revision Control Security
features of Bentley Vision. This function enables you to control user access settings for all
registered applications.
1-8
INTRODUCTION

BENTLEY SERVICES
COUNTRY
EMAIL ADDRESS
U.S./Canada/Latin America
support@bentley.com
Europe/Middle East/Africa
support@bentley.nl
Asia/Pacific
support@bentley.com.au
BENTLEY SELECT
Bentley SELECT is the comprehensive delivery and support subscription program that features
product updates and upgrades via Web downloads and MySELECT CD, around-the-clock
technical support, exclusive licensing options, discounts on training and consulting services, as
well as technical information and support channels for its members.
Client Server is an online newsletter for Bentley SELECT subscribers. This online resource is
filled with the latest technical news and information. Archives of Client Server provide an
abundant resource of technical information in the form of book excerpts, case studies, commentary
and analysis, and productivity tips.
BENTLEY PROFESSIONAL SERVICES

Bentley Professional Services is a team of project managers, technical managers, application
specialists, and developers organized regionally and assigned by skill sets. By adding their
extensive knowledge to your project, they provide customized services on a one-to-one basis to
help you maximize your investment in Bentley technology.
BENTLEY INSTITUTE
The Bentley Institute manages professional training programs to ensure consistent, high quality,
user training for a variety of Bentley products and varying levels of application experience.
Bentley Institute training is developed to maximize your productivity by using examples relevant
to your day-to-day project efforts. Training is developed concurrently with software applications to
provide knowledge of the latest tools and features. Additionally, all Bentley Institute faculty meet
rigorous certification requirements.
DOCS.BENTLEY.COM
docs.bentley.com is your repository of product help files and books. You can browse through
online help for specific information or download it to ensure you have the most recent help
1-9
INTRODUCTION
available on your computer. Also through this site, many product books are available as free,
downloadable PDFs, or can be purchased pre-bound with a credit card.
A number of conventions are maintained throughout all Bentley documentation to make it easier to
identify and understand the information presented.
CONVENTION
DESCRIPTION
NOTE:
Precedes information of general importance.
HINT:
Precedes optional time-saving information.
WARNING:
Precedes information about actions that should not be performed under normal
operating conditions.
FILENAMES
Directory paths and file names are italicized.

Example: C:\TUTOR directory, AUTOEXEC.BAT file.
Program Code
Excerpts from text or basic script files, variables, and statements appear in the font
shown.
INPUT
Commands or information that must be manually entered is bolded in the font shown.
Menu &
Buttons
Menu commands and dialog buttons appear in a sans serif font that stands out from
normal body text.
Example: After selecting the File menu, press the OK button in the dialog.
Dialogs
Field_Name
Dialog and database table names are italicized.

Example: The Preferences dialog.
Select
Indicates that the command must be executed from a menu or dialog.

Throughout this tutorial, the menu command sequence required to execute a
command will be explicitly defined in the text, while the associated toolbar button is
presented in the margin.
PROCEDURE CONVENTIONS
Several procedures are provided throughout this tutorial. Menu selections and user input are
emphasized in bold while the toolbar equivalent is shown in the left margin. Refer to the example
below.
> SELECTION EXAMPLE

1. Select File > Open Project.
1-10
INTRODUCTION
PRE-START CHECKLIST
PRE-START CHECKLIST
INSTALL BENTLEY VISION PROGRAM FILES
Before you can begin this Tutorial you must install the Bentley Vision V8i program files on to
your hard disk and configure your computer system to run the software.
CREATE A WORKING TUTORIAL DIRECTORY

As part of this tutorial, you will import and modify a Microsoft Excel document. Create a
temporary working directory called TUTOR (off of your root local hard drive) and place a blank,
empty Microsoft Excel document titled ANDOC.XLS in this directory. After the tutorial is finished,
you can delete the directory and its files.
1-11
GETTING STARTED
In this chapter, you will learn some of the basic features of the Bentley
Vision application, including an introduction to the Display tabs and the
Vision toolbar. You also learn how to create a new project using the Project
Administrator.
STARTING BENTLEY VISION
2-2
A TOUR OF THE INTERFACE
2-3
CREATING A NEW PROJECT WITH PROJECT ADMINISTRATOR
2-8
OPENING A PROJECT IN BENTLEY VISION
2-15
2-1
GETTING STARTED

1. Select Bentley > Plant V8i > Vision from your Windows Start menu to display the Login to
Project dialog.
2. If you previously logged into another Bentley application and enabled the Save Password
check box, you will not see the Login to Project dialog. You can access this dialog by
selecting File > Log on as a different User.
3. Users or groups are granted access to individual projects by your System Administrator.
4. Bentley Vision defaults to logging in with supervisor privileges by populating the User Name
field with Supervisor. Type Supervisor in the Password field, then press OK.
5. Bentley Vision displays. Bentley Vision defaults to display the SAMPLE IMPERIAL project.
The last exercise in this chapter teaches you how to create a new project, which you will use in
the subsequent chapters.
2-2
GETTING STARTED

Take some time to familiarize yourself with the main features of the Bentley Vision interface.
When the application is initially executed, only the Area and Document tabs are toggled ON. You
can toggle the display of these and other tabs via the Display menu. Toggle ON the Unit and User
tabs by selecting Display > Unit, then Display > User. These tabs display data contained in the
current project, sorted and/or filtered by the heading found on each tab.
Note
A checkmark will appear to the left of these menu commands to indicate they are toggled
on.
AREA TAB
The Area tab displays data from the current project, filtered by areas. The Areas list enables you to
quickly filter the data by specific areas defined in the current project. The Filter list enables you to
display only tags matching the value contained in this field.
2-3
GETTING STARTED
UNIT TAB
The Unit tab displays data contained in the current project, filtered by the UNIT field found in the
TAG_REG and INSTR tables (or any table where the tag number is stored). The Units list enables
you to quickly filter the data by a specific UNIT defined in the current project.
Note
2-4
There are no Unit field entries in the SAMPLE IMPERIAL project, therefore no unit field
data is displayed in the figure below.
GETTING STARTED
DOCUMENT TAB
The Document tab displays documents contained in the current project, sorted by the application to
which the document is associated. The Filter list enables you to display only those documents
matching the value contained in this field.
Note
You may notice the floating scroll bar shown in the Document tab window above. This
enables you to control the number of nodes displayed under a branch of a tree. You can
use this bar to scroll to the desired node. The number of nodes displayed under a branch
may be modified by selecting Display > Options, then changing the Maximum Nodes
per Branch field value (default=10).
2-5
GETTING STARTED
USER TAB
The User tab enables you to display data contained in the current project, filtered by user-defined
parameters. The User list provides options to quickly filter the data by pre-defined combinations of
values retrieved from the project database by component type. The User button filters the data
displayed in this tab by specifying the current project database fields from which the data is drawn.
VISION TOOLBAR
After initial startup, the Vision toolbar displays docked in the upper portion of the screen. These
tools provide the fastest access to application commands. The following section provides you with
a quick reference to the icons available in the Vision toolbar.
Note
To view the name of the command that will be executed by any toolbar button, simply
position the cursor over an item and pause. A tool tip will display describing that item.
OPEN PROJECT
The Open Project button enables you to locate and open an existing project.
2-6
GETTING STARTED
REFRESH TREE
The Refresh Tree button immediately updates displayed information within the active tab with
current data.
REFRESH SECTION
The Refresh Section button immediately updates displayed information within the current section
of the active tab with current data.
TAG DISPLAY FILTER

The Tag Display Filter button enables you to customize the display of tag type categories within
the Bentley Vision tree.
FIND TAG/DOCUMENT
The Find Tag/Document button enables you to locate a specific tag number or document within
the current project.
FIND TAG/DOCUMENT DROP-DOWN LIST
The Find Tag button enables you to locate a specific tag number within the current project. The
Find Document button enables you to locate a specific document (as specified in the adjacent lefthand field) within the current project. The drop-down list to the right of these toolbar icons enables
you to toggle between the functionality of these buttons.
VIEW ASSOCIATED DOCUMENT

The View Associated Document button enables you to quickly preview the document associated
with the current tag (selected in the Associated Documents group box).
REPORTS
The Reports button enables you to quickly print or preview a project report (i.e., Equipment List,
Instrument List, etc.).
FULL TEXT SEARCH

The Full Text Search button enables you to enter a text string to search for within the last drawing
index performed by Knowledge Manager. Knowledge Manager is a server-based application that
extracts both structured data (tag and document numbers) and unstructured data (text) from legacy
2-7
GETTING STARTED
archives of drawings and documents. The extracted information is stored in the project database
and a full text search engine database. End user data extracted by Knowledge Manager can be
accessed through the Vision interface. Knowledge Manager has a user interface for system
administration purposes only.
Note
This toolbar icon will appear disabled until an index has been run within Knowledge
Manager.
LOOP CONNECTIONS
Enables you to enter an instrument tag number, then find all loop connections in which it is used.
You can then display all of the tags in that loop and batch print all of the documents associated
with the tags in that loop.
HELP
The Help button displays the Bentley Vision Help System.

In this section, you learn how to create a new project using the Project Administrator. You copy
the data and structure of the Example Project that is shipped with your software. This project will
be used throughout this tutorial. Begin by closing Bentley Vision.
> TO UN-PACKAGE THE EXAMPLE PROJECT

1. Select Bentley > Plant V8i > Project Tools > Project Packager from your Windows Start menu to
open the Project Packager.
2. Enable the UnPackage Project option and press Next >.
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GETTING STARTED
3. From the Select package zip file field, browse to C:\Program Files\Bentley\Plant V8i\Help\
directory and select Example_Project.zip. Press Open to return to Project Packager.
4. From the Select location to unpackage project field, create a new folder in your C:\ directory
called Vision Tutorial Project.
5. Press Ok to return to Project Packager.
2-9
GETTING STARTED
6. Press Next > to continue.
7. Press Next > to begin unpacking the project.

8. Select Access from the Project Database type dialog and press OK.
9. The project starts to un-package into the directory that was created. Press Finish to exit.
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GETTING STARTED
> TO CREATE A NEW ROOT DIRECTORY

1. Select Bentley > Plant V8i > Project Tools > Project Administrator from your Windows Start
menu to display Project Administrator.
2. Select File > Add Root.

3. Browse to the newly created Vision Tutorial Project folder and press OK.
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GETTING STARTED
4. The new root directory is added to the navigational tree
> TO CREATE A NEW PROJECT

1. Expand the C:\Vision Tutorial Project folder by pressing the adjacent Expand node within the
Project Tree (the left-hand pane of the Project Administrator), then select the PIW EXAMPLE
project.
2. Select File > New to display the following dialog.
3. The Project Standards group-box provides options to define whether standards in the source
project will be shared by the new project, or copied locally. Enable the Copy to Local Project
radio button to copy the standards defined in the source project to the new project directory.
4. The Project Data/Documents group-box provides options to define how the data and/or
documents in the source projects will be copied into the new project. Enable the Copy Data
and Documents radio button to copy both the data and documents in the source project to the
target project, then press Next > to display the following dialog.
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GETTING STARTED
5. The New Project Project Paths dialog enables you to view/modify the default project paths
that will be defined for the new project. Accept the default settings presented in this dialog by
pressing Next > to display the following dialog.
6. The New Project Details dialog enables you to enter project details that describe the new
project. Type the information in the respective fields of the New Project Details dialog.
2-13
GETTING STARTED
7. Press Finish to display the MSDE Upgrade dialog.
8. This dialog enables you to upgrade the new project database from Microsoft Access to the
Microsoft SQL Server Data Engine. To create the new project using Microsoft Access, press
No.
9. After the new project creation is complete, Project Administrator displays.
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GETTING STARTED
10. Select File > Exit to close Project Administrator.

1. Select Bentley > Plant V8i > Vision from your Windows Start menu to launch Vision.
2. Notice Bentley Vision displays the current active project within the title bar of the interface.
2-15
DISPLAY TABS, VIEWERS, AND

REPORTS
In this chapter, you are introduced to the Display tabs, their functionality and
how to customize their appearance. You also learn how to set up a viewer for
viewing documents. The final exercise in this chapter focuses on generating
project reports.
USING THE DISPLAY TABS
3-2
PROJECT DOCUMENTS
3-7
SETTING UP A VIEWER
3-10
THE PROPERTIES TAB
3-12
GENERATING REPORTS
3-13
3-1
DISPLAY TABS, VIEWERS, AND REPORTS


The individual Display tabs show the data contained in the current project, sorted and/or filtered
by the heading found on each tab name. Bentley Vision allows you the flexibility of customizing
the display to meet your specific working style.
FILTERING THE TAG DISPLAY

In this exercise, you learn how to hide the data that falls beneath the Lines section header.
1. Click on the Area tab, then expand the Lines section header by pressing the adjacent Expand
node. The Process Line subcategory displays nested beneath the Lines section header.
2. Select Display > Filters to display the Tag Display Filter dialog.
3-2

3. Disable the Lines check-box.
4. Press OK to accept your changes and exit the Tag Display Filter dialog. Notice that the Lines
section header has been removed from the Area tab display.
3-3

MODIFYING THE SECTION HEADERS IN THE TAG TREE

In this exercise, you will customize the Miscellaneous section header.
1. Select Display > Section Headers to display the following dialog.
3-4

2. The Section Headers dialog enables you to customize the display of individual tags (within the
Vision Tree) which fall into a specific tag type category. Select TAG_REG from the list, then
overwrite the Miscellaneous description by typing Stream Data in the Description field.
3. Press Set to accept the changes. Notice that the Description has changed in the dialog. Press
Apply to save these changes and then press Close to exit the dialog and return.
4. Refresh the Area tab by selecting Display > Refresh Tree. Notice the Miscellaneous section
header has now changed to Stream Data.
3-5

Note
Changes to section headers affects all Display tabs which use the section header. You
will have to refresh each of the display tabs to see the changes. (i.e., Unit tab, User tab,
etc.).
Bentley Vision also enables you to quickly locate a specific tag number or document within the
current project. There are a variety of methods to find a tag.
SEARCHING FOR A TAG

In this exercise, you learn how to use the Find function to locate a specific tag number.
1. Select Documents > Find Document to display the following dialog.
3-6

PROJECT DOCUMENTS
2. Type 1000-TT-003 in the Tags field, and then press Find. Bentley Vision immediately
navigates to the tag number within the Area tab. Press Close to exit the Find dialog.
PROJECT DOCUMENTS
In this section, you will learn how to import a document into the project and set up a viewer for
viewing documents.
IMPORTING A DOCUMENT INTO THE CURRENT PROJECT

In this section, you will import an external document into the current project.
1. Select the Document tab, then click on the AutoPLANT P&ID section heading within the
Document tab, then press the right mouse button to display the context menu.
3-7

PROJECT DOCUMENTS
2. Select Import to display the Select a File to Import dialog. Navigate to the ..\TUTOR
directory that you created at the end of Chapter 1. Select the ANDOC.XLS document you
created before you began this tutorial.
3. Press Open. The Import Document dialog displays make sure the Copy Document option is
enabled and press Apply. The Copy dialog opens to let you know that the file will be copied to
the project directory and will continue press Yes. The Remove dialog appears to verify if you
want to delete the original press No.
3-8

PROJECT DOCUMENTS
4. Notice the document has been added to the Document tab, nested beneath the AutoPLANT
P&ID product.
3-9

SETTING UP A VIEWER
SETTING UP A VIEWER
Now you learn how to set up a viewer to use when you view project documents.
> TO SET UP A VIEWER

1. Select File > Viewer and File Type Setup to display the following dialog, then select the
Viewers tab.
2. The Viewers tab enables you to specify the applications used to view individual file types.
Press the Browse button adjacent to the Viewer field to display the Select an Executable
dialog. Navigate to the path of the Microsoft Excel executable file.
3-10

SETTING UP A VIEWER
3. Select the executable, then press Open.

4. Select XLS from the Extension list, then press Add. Press Apply to save your changes.
5. Press Close to exit the Configure dialog.
3-11

THE PROPERTIES TAB
THE PROPERTIES TAB

The Properties tab within the main Bentley Vision interface displays read-only property
information specific to the tag number or document selected within the Document Tree.
1. Ensure ANDOC is selected in the Document tab, then ensure the Properties tab is selected.
3-12

GENERATING REPORTS
GENERATING REPORTS
Now you will learn how to generate an Instrument List report for all instruments defined in the
project.
> TO GENERATE AN INSTRUMENT LIST

1. Select Utilities > Reports to display the following dialog.
2. Scroll down the list and select Instrument List. Press Preview to display the report in a preview
window.
Note
A default printer must be configured for the Preview function to work correctly.
Note
To print the Instrument List on your default printer, you can press the Print
button.
3-13

GENERATING REPORTS
3. Exit the preview window by pressing the close
button in the upper right-hand corner, then
close the Reports dialog by pressing Close to return to Bentley Vision.
3-14
ASSOCIATED DOCUMENTS, NEW

PROJECT DOCUMENTS, AND TITLE
BLOCKS
In this chapter, you will learn how to associate an external document with a
current project tag, preview the document inside Bentley Vision and to view
the document by launching the associated viewer. You will also learn how to
create a new project document and how to import a title block revision.
ASSOCIATING DOCUMENTS
4-2
NEW PROJECT DOCUMENTS
4-6
TITLE BLOCKS
4-8
4-1
ASSOCIATED DOCUMENTS, NEW PROJECT DOCUMENTS, AND TITLE BLOCKS

In the previous chapter, you learned how to import a document into the current project, set up a
viewer to view the document, make revisions and how to review a revision history. Now you learn
how to associate a document with a current project tag.
In this exercise, you will associate an Excel document with a tag.
1. Click on the Area tab. Use the Find Tag function to locate tag 1000-TT-003.
4-2

2. Select Utilities > Associate Document(s) to display the following dialog.
3. Select ANDOC, then press Add Linkto display the following dialog.
4. Press OK. Notice the document has been associated with tag 1000-TT-003 as displayed within
the Associated Documents group box.
4-3

> TO PREVIEW AN ASSOCIATED DOCUMENT

1. This exercise shows you how to preview an associated document within Bentley Visions
Document View tab. In the right-hand pane, select the Document View tab to make it active.
2. Select ANDOC in the Associated Documents group box, then press your right mouse button to
display the popup menu.
4-4

3. Select Display in Document View Tab. Notice Bentley Vision displays a preview of the
associated document in the Document View tab.
> TO VIEW AN ASSOCIATED DOCUMENT

1. Select ANDOC from the Associated Documents group box, then select Utilities > View
Associated Document.
2. After the document displays in Microsoft Excel, select File > Exit to return to Bentley Vision.
4-5


Now you will learn how to establish Bentley Visions settings for creating a new project document
> TO SET UP AN APPLICATION FOR A NEW DOCUMENT TYPE

1. Click on the Document Tab, then select File > Application Setup to display the following
dialog.
2. This dialog enables you to control the display of various products within the Document tab for
each project and registers the changes in the AT_PRODS.DBF file.
3. Ensure the AutoPLANT P&ID check-box is enabled, then press Close to return to the Document
tab.
4-6

> TO START A NEW DOCUMENT FROM BENTLEY VISION

1. Select AutoPLANT P&ID from the Document tab, then press the right mouse button to display
the popup menu.
2. Select New to display the following dialog.
4. Type Drawing1 in the File Name field. Notice that this also becomes the default Name field
value. Leave this as the default.
4-7

TITLE BLOCKS
5. Type Vision Tutorial CAD Drawing in the Description field.
6. Select AutoCAD Drawing from the list.
7. Press Create to launch AutoCAD.
TITLE BLOCKS
Warning The following exercise details the steps necessary to insert a user-defined title block
utilizing AutoCAD 2004. While the objective remains the same, these steps may need to
be modified if you are using a newer version of AutoCAD.
> TO INSERT A USER-DEFINED TITLE BLOCK

1. From the AutoCAD menu, select Insert > Block to display the Insert dialog.
2. Press the Browse button to display the Select Drawing File dialog, then navigate to the
C:\PROGRAM FILES\BENTLEY\PLANT V8i\CONFIG\IMPERIAL\BORDERS\ DBORD.DWG file.
Select the file, then press Open to return to the Insert dialog.
4-8

TITLE BLOCKS
3. Disable the Specify On-screen check-box.
4. Press OK to exit the Insert dialog.

5. At the Command prompt type DDATTE and then press Enter. The prompt
Select block reference:
displays. Select a point on the drawing border to display the following dialog.
4-9

TITLE BLOCKS
6. Notice the Block name is DBORD. Also notice the attribute names. These names will be used
in mapping the block and attribute names. Type Drawing1 in the DOC_NAME field.
7. Press OK to exit the Edit Attributes dialog, then select File > Save, then select File > Exit to
close AutoCAD and return to Bentley Vision.
4-10
This chapter focuses on the Revision Control Security features of Bentley

Vision. This function enables you to control user access settings for all
registered applications.
USER AND GROUP CONFIGURATION
5-2
5-5
CONCLUSION
5-7
5-1

The following exercises can only be performed if you are logged into Bentley Vision with
Supervisor privileges, as instructed in Chapter 2 Getting Started. Security controls can be
modified only by System Administrators with Supervisor rights.

1. Select File > Configure Users to display the User Configuration dialog. This dialog provides
system administration tools for creating users, assigning users to groups, granting user/group
rights and creating user/group functions and levels of access for the current project. Select the
Groups tab.
2. The Groups tab provides tools to create and edit user groups and group access privileges for
the current project. To add a group to the current project, press Add to display the following
dialog.
5-2

3. The Create Group dialog provides tools to create and assign group-level access rights by
application, function and level for the current project. Type P&ID CAD USERS in the Group
Name field. Assign the new group functional access rights by enabling only the Engineering
check-box within the Function group box. Assign the new group level access rights by
enabling only the Draftsman check-box within the Level group box. Select User from the
Group Default Access Type list.
4. Press OK. Notice the new group has been added to the Groups tab.
> TO CREATE A NEW USER

1. Select the Users tab. This tab provides tools to create and edit individual users and user access
privileges for the current project.
5-3

2. To add a user to the current project, press Add to display the following dialog.
3. The Create User dialog provides tools to create a user and assign access privileges for the
current project. To add a new user to the current project, type PIDCAD in the Login Name
field, then type New User in the User Name field. Assign the new user to a group by selecting
P&ID CAD USERS from the Member of Group drop-down pick-list. Assign the password to be
used by the new user by typing Asset in the Password field, then type Asset in the Confirm
Password field.
4. Press OK to create the new user. Notice the new user has been added to the Users tab.
5-4

5. Press Close to exit the User Configuration dialog.

Now you will learn how to control user access settings for a registered application.
> TO ESTABLISH REVISION CONTROL SETTINGS

1. Select File > Revision Control Security to display the Revision Control Security dialog. This
dialog enables you to view and edit current revision access settings for all registered
applications. Select AutoPLANT P&ID.
2. Select Check In-Out/Edit from the Action pick-list, then press Edit to display the following
dialog.
5-5

3. The Function and Level Access dialog enables editing function and level access controls for
specific actions related to a particular application. First, disable both Authorize all check
boxes. Assign the current group functional access rights by enabling only the Engineering
check-box within the Function group box. Assign the current group level access rights by
enabling only the Draftsman and Cad check-boxes within the Level group box.
4. Press OK to save your changes and return to the Revision Control Security dialog.
5. Enable the Details check-box. Notice the Function and Level settings for AutoPLANT P&ID
Check In-Out/Edit.
5-6

CONCLUSION
6. Press Close to exit the Revision Control Security dialog and return to Bentley Vision.
7. Select File > Exit to close Bentley Vision.
CONCLUSION
You have now completed the Bentley Vision Tutorial, but in no way has the learning process
ended. You should take the time to review specific examples in this Tutorial, and experiment with
them as they apply to your project. Refer to the Bentley Vision on-line Help for a more detailed
explanation of available features and functions.
5-7

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B ENTLEY

BENTLEY Vision Tutorial i

CHAPTER 2: GETTING STARTED

CHAPTER 3: DISPLAY TABS, ARCHIVES, VIEWERS, AND REPORTS

CHAPTER 4: ASSOC. DOCUMENTS, NEW PROJ. DOCS, AND TITLE BLOCKS

CHAPTER 5: REVISION CONTROL SECURITY

BENTLEY Vision Tutorial

Welcome to Bentley Vision, a Windows-based application that helps

HELP AND DOCUMENTATION

ABOUT THIS TUTORIAL

TECHNICAL INFORMATION RESOURCES

Bentley Vision Tutorial

WHAT IS BENTLEY VISION?

Microsoft Windows 2000, Service Pack 4 or later, OR

Microsoft Windows NT 4.0, 2000, OR 2003; TCP/IP networks

Professional Edition 2000 (SR1a), XP, 2003, or 2007

Microsoft Internet Explorer 6 or greater

512MB (More memory typically results in better performance.)

650MB minimum free hard disk space

Any industry-standard input device supported by Windows

Any industry-standard output device supported by Windows

Any industry-standard video card/monitor

Bentley Vision Tutorial

HELP AND DOCUMENTATION

HTML HELP AND PDF TUTORIAL FILES

Adobe Acrobat Reader: http://www.adobe.com/products/acrobat/

Microsoft Internet Explorer: http://www.microsoft.com/windows/ie/downloads/default.asp

Bentley Vision Tutorial

BENTLEY VISION HELP ORGANIZATION

Bentley Vision Tutorial

PRINTING HELP/TUTORIAL FILES

Bentley Vision Tutorial

Bentley Vision Tutorial

REDUCED REGULATORY COMPLIANCE COSTS

SCALEABLE, OPEN ARCHITECTURE BUILT ON INDUSTRY STANDARDS

REVISION CONTROL SECURITY

Bentley Vision Tutorial

ABOUT THIS TUTORIAL

Bentley Vision Tutorial

TECHNICAL INFORMATION RESOURCES

BENTLEY PROFESSIONAL SERVICES

Bentley Vision Tutorial

Precedes information of general importance.

Precedes optional time-saving information.

Directory paths and file names are italicized.

Dialog and database table names are italicized.

Indicates that the command must be executed from a menu or dialog.

> SELECTION EXAMPLE

Bentley Vision Tutorial

CREATE A WORKING TUTORIAL DIRECTORY

Bentley Vision Tutorial

A TOUR OF THE INTERFACE

CREATING A NEW PROJECT WITH PROJECT ADMINISTRATOR

OPENING A PROJECT IN BENTLEY VISION

Bentley Vision Tutorial

STARTING BENTLEY VISION

Bentley Vision Tutorial

A TOUR OF THE INTERFACE

Bentley Vision Tutorial

Bentley Vision Tutorial

Bentley Vision Tutorial

Bentley Vision Tutorial

TAG DISPLAY FILTER

VIEW ASSOCIATED DOCUMENT