TM-3541 AVEVA Plant (12.1) Schematic Model Manager Rev 3.0

AVEVA Plant
(12.1)
TRAINING GUIDE
AVEVA Engineering
Schematic Model Manager
TM-3541
www.aveva.com
AVEVA Plant (12.1)
Schematic Model Manager TM-3541
Revision Log
Date Revision Description of Revision Author Reviewed Approved
30/11/2011 1.0 Approved for Training 12.1 KI HU BT
07/12/2011 2.0 Issued with latest copyright KI HU BT
13/01/2012 3.0 Approved for Training 12.1.SP2 KI BT BT
Updates
All headings containing updated or new material will be highlighted.
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© Copyright 1974 to current year. 2
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
AVEVA Plant (12.1)
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Contents
1 Introduction .............................................................................................................................................. 7
1.1 Aim..................................................................................................................................................... 7
1.2 Objectives ......................................................................................................................................... 7
1.3 Prerequisites .................................................................................................................................... 7
1.4 Course Structure .............................................................................................................................. 7
1.5 Using this guide ............................................................................................................................... 8
2 Introducing AVEVA Schematic Model Manager ................................................................................... 9
2.1 Overview ........................................................................................................................................... 9
2.2 Operating Principles ...................................................................................................................... 10
2.3 Entering AVEVA Schematic Model Manager ............................................................................... 10
3 Schematic Model Manager Basic Use ................................................................................................ 13
3.1 Schematic Model Manager User Interface ................................................................................... 13
3.1.1 File Menu .................................................................................................................................. 13
3.1.2 View .......................................................................................................................................... 13
3.1.3 Import ....................................................................................................................................... 13
3.1.4 Edit Menu ................................................................................................................................. 14
3.1.5 View Menu ................................................................................................................................ 14
3.1.6 Tools Menu ............................................................................................................................... 15
3.1.7 SMM Toolbar ............................................................................................................................ 15
3.1.8 Schematic Model Viewer Toolbar ............................................................................................ 16
3.2 Schematic Model Manager Explorer ............................................................................................ 16
3.2.1 Schematic Explorer Element Right Click Menus...................................................................... 21
Exercise 1- Schematic Model User Interface .............................................................................................. 30
4 Import P&ID Data ................................................................................................................................... 31
4.1 Import Pre-requisites ..................................................................................................................... 31
4.2 Diagrams Preview – Worked Example ......................................................................................... 31
4.3 Import Diagrams Facility ............................................................................................................... 34
4.3.1 Import Diagrams –Worked Example ........................................................................................ 34
4.3.2 Import Diagrams Set – Worked Example ................................................................................. 37
4.4 Importing using PML ..................................................................................................................... 38
Exercise 2- Import ing P&ID Data ................................................................................................................. 40
5 Review Imported P&ID Data .................................................................................................................. 41
5.1 Review Imported Data Using Schematic Explorer and Diagram Viewer .................................. 41
5.1.1 Diagram Viewer Toolbar Description ....................................................................................... 43
5.2 Review Imported Data using Schematic Model Viewer.............................................................. 44
5.2.1 Generating Schematic Model for Import Schematic Equipments –Worked Example.............. 44
5.3 Schematic Model Viewer Toolbar Description ............................................................................ 46
5.3.1 Expand Option.......................................................................................................................... 46
5.3.2 Display Inline Items Option ...................................................................................................... 46
5.3.3 Settings Option ......................................................................................................................... 47
5.3.4 Schematic Symbol Settings ..................................................................................................... 53
5.4 Off-Page Connectors ..................................................................................................................... 54
5.4.1 Off-page Connectors of Imported Diagram .............................................................................. 54
5.4.2 Editing Existing Off-page Connectors ...................................................................................... 55
5.5 Imported Element Release Status ................................................................................................ 59
5.6 Highlight Changes in Diagram Objects Between Database Sessions ..................................... 61
5.6.1 Highlight Changes in Diagrams – Worked Example ................................................................ 62
5.6.2 Diagram Change Highlighting Toolbar ..................................................................................... 66
Exercise 3- Review Importing P&ID Data .................................................................................................... 70
6 Excel Import and Export ....................................................................................................................... 71
6.1 Formatting Excel Import Files ...................................................................................................... 72
6.1.1 Importing Excel Worksheets – Worked Example ..................................................................... 73
6.1.2 Exporting Excel Worksheet File – Worked Example................................................................ 83
6.1.3 Excel Import and Export Command Line Interface .................................................................. 87
Exercise 4- Excel Import and Export ........................................................................................................... 88
7 Creating and Editing Schematic Elements ......................................................................................... 89
7.1 Creating and Editing Schematic Elements using Edit Member Function ................................ 89
7.1.1 Creating Elements – Worked Example ....................................................................................
www.aveva.com 90
7.1.2 Duplicating Elements- Worked Example .................................................................................. 92
AVEVA Plant (12.1)
7.1.3 Edit Elements - Worked Example ............................................................................................ 92

7.1.4 Configuration of the Grid - Worked Example ........................................................................... 94
7.1.5 Exporting Grid to an Excel Spreadsheet .................................................................................. 99
7.2 Creating and Editing Schematic Elements using Schematic Explorer .................................. 100
7.2.1 Create Schematic Elements using Schematic Explorer Context Menu ................................. 100
7.2.2 Editing Schematic Elements using Schematic Explorer Context Menu ................................. 102
Exercise 5 - Create and Edit Schematic Elements ................................................................................... 104
8 Status Control ...................................................................................................................................... 105
8.1 Using Status Controller in Schematic Model Manager ............................................................ 105
Exercise 6 -Status Control .......................................................................................................................... 110
9 Compare /Update Feature ................................................................................................................... 111
9.1 Overview – Compare / Update Tool UI ....................................................................................... 111
9.2 Accessing Instrumentation data from Schematic Model Manager ......................................... 112
9.2.1 Compare /Update Instrumentation Data – Worked Example ................................................. 113
9.2.2 Compare / Update Grid Description ....................................................................................... 118
9.2.3 Updating the Schematic Database......................................................................................... 119
9.2.4 Compare Update/Update Filter .............................................................................................. 122
9.2.5 Compare /Update Grid Configuration..................................................................................... 123
Exercise 7- Compare / Update Tool ........................................................................................................... 126
10 Reporting Schematic Data .............................................................................................................. 127
10.1 PDMS Report Templates ............................................................................................................. 127
10.2 Report Designer ........................................................................................................................... 127
10.2.1 Report and Layout Template Creation –Worked Example .................................................... 128
10.2.2 Bind Report Layout Template to Dabacon Project Data – Worked Example ........................ 131
10.2.3 Running an Existing Report Definition / Report Layout –Worked Example ........................... 140
10.2.4 Saved Search Setup and Export to Excel .............................................................................. 142
10.2.5 Running Quick report From Search Result Grid – Worked Example ..................................... 146
Exercise 8 - Reporting ................................................................................................................................. 148
11 Troubleshooting ............................................................................................................................... 149
11.1 Overview ....................................................................................................................................... 149
11.2 Import Errors ................................................................................................................................ 149
Appendix A ................................................................................................................................................... 151
ISO 15926 Generic Types ........................................................................................................................ 151
Appendix B ................................................................................................................................................... 153
Generic Types (Piping Components) .................................................................................................... 153
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© Copyright 1974 to current year.
AVEVA Plant (12.1)
6
CHAPTER 1
1 Introduction
This training guide is for use with AVEVA’s Schematic Model Manager product. The product is a module that
can be licensed for use with an existing AVEVA PDMS or Marine installation. This chapter outlines the
objectives for this guide, details the knowledge required and what must be in place before training starts,
how to use this guide and the course structure.
1.1 Aim
Over the duration of the training participants will learn how to use the AVEVA Schematic Model Manager
application, importing P&ID data for use with Schematic 3D Integrator and PDMS.
1.2 Objectives
To provide a clear understanding of the AVEVA Schematic Model Manager application.

To show how to import XML files
To show how to report on Schematics data
1.3 Prerequisites
This training course requires;

PDMS and Schematic Model Manager to be installed correctly and working
MS Office Professional (incl. Visio 2007) to be installed (required by Schematic Model Viewer).
All necessary licenses to be valid & active.
Trainees to have a basic knowledge of the AVEVA Plant DESIGN user interface.
Administrators are familiar with AVEVA Plant db structure & Administrative functions.
Knowledge of XML data and file structure is beneficial although not necessary.
The PDMS project SAM is setup and configured correctly for use with Schematic Model
Manager.
Please see Help file Schematic Model Manager – Post Installation Tasks
1.4 Course Structure
Training consists of oral and visual presentations, demonstrations and set tasks. Training is executed in the
PDMS SAM training project. Appropriate XML files from AVEVA P&ID are provided and form the basis of
this training course.
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AVEVA Plant (12.1)
1.5 Using this guide
Certain text styles are used to indicate special situations throughout this document, here is a summary;
Menu pull downs and button press actions are indicated by bold dark turquoise text.
Information the user has to key-in will be red and in bold Italics.
Annotation for trainees benefit:
Additional information
Refer to other documentation
System prompts should be bold and italic in inverted commas i.e. 'Choose function'
Example files or inputs will be in the courier new font, colours and styles used as before.
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CHAPTER 2
2 Introducing AVEVA Schematic Model Manager
2.1 Overview
AVEVA Schematic Model Manager is an application that supports the import of P&ID data in XML format
from any source that provides output which conforms to AVEVA’s interpretation of the ISO 15926 schema.
The ISO 15926 standard is a classification of engineering items, it is not a detailed description of how or
what is in any ISO 15926 xml output file.
The Schematic Model Manager application is a module of AVEVA Engineering that can be licensed for use
with an existing AVEVA PDMS or Marine installation.
Imported data is stored in a Schematic Database within PDMS. This data can then be used for 3D modelling
through the use of the Schematic 3D Integrator application (add-in to Design Module).
The Schematic Model Manager application creates a Scalable Vector Graphics (SVG) representation of a
diagram (P&ID) as part of the import process. This may be viewed using the Diagram Viewer which allows
the user to point and click navigation of the schematic data from the diagram, opens other diagrams linked
by offpage connectors and managed via a hierarchical data explorer know as Schematic Explorer.
This explorer also includes facilities for releasing selected schematic elements to the AVEVA Schematic 3D
Integrator, for integration with the 3D Design Model database.
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AVEVA Plant (12.1)
2.2 Operating Principles
Schematic Model Manager works as PDMS does & uses cached memory. To ensure consistency between
Schematic Model Manager and Schematic 3D Integrator please ensure the SaveWork function is executed
following an Import.
This action is necessary to cause the SVG rendition used by Schematic 3D Integrator to be created and
ensure that it is consistent with Schematic Model Manager data. The SVG rendition is typically located here,
C:\AVEVA\Plant\Projects12.1.1\project\xxxdia
The schematic data is organized into a fixed model hierarchy. The top level object is the Group object
SCGROU, which is an organising object.
The user can create, name and organise data at this level as necessary. Beneath this level the data is
organised as defined on the P&ID’s.
Schematic groups (SCGROU) can have further groups created beneath, if so desired.
The Schematics database also maintains references between schematic items and the diagrams that they
are represented on. This allows the user to, for example, find and open all diagrams where a specific
pipeline is depicted.
2.3 Entering AVEVA Schematic Model Manager
To start the AVEVA Schematic Model Manager application, Select All Programs > AVEVA Plant >
Engineer > Engineering 12.1 > Schematic Model Manager as shown:
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AVEVA Plant (12.1)
Alternatively AVEVA Schematic Model Manager application could be access by double clicking on AVEVA
Engineer shortcut icon on the desktop as shown below:
AVEVA Schematic Model Manager login box will then be displayed as shown:
In the Project field, select the pulldown window

and then select Sample from the available list.
In the Username textbox Enter SYSTEM
In the Password textbox Enter XXXXXX in

upper case.
MDB: SAMPLE
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AVEVA Plant (12.1)
A default screen layout will be displayed.
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Chapter 3
3 Schematic Model Manager Basic Use
3.1 Schematic Model Manager User Interface
Schematic Model Manager is installed as an Engineering module that can be licensed for use with an
existing AVEVA PDMS or Marine installation and following a successful installation, the module is accessed
using menus and toolbars as described below:
3.1.1 File Menu
The menu structure comprises the following functions;
3.1.2 View
Used to locate, display and previews of an XML file available for import in
the SVG viewer.
3.1.3 Import
The import submenu is used for importing drawings and data
Diagrams - Used to locate & import a single XML files. See

Section 4.3.1
Import Diagram Set -Used to locate & import group or set of

XML files. See Section 4.3.2
Excel/CSV - Used to import data from Excel and CSV

files.See Section 6.0
Diagram Set Editor -Used to create and edit diagram sets.

See Section 4.3.2
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AVEVA Plant (12.1)
3.1.4 Edit Menu
The Edit Members dialog is used to create and editing elements. See Section 7.0
3.1.5 View Menu
Catalog Search: This search facility provides direct access to the Plant or
Marine catalogue.
For more details please refer to the Plant Diagrams Administraion

or Marine Hull and Outfitting module documentation.
Diagrams: This option is used to view imported diagrams. See Viewing

Imported Diagrams. See Section 4.2
3.1.5.1 Explorers
Schematic Explorer option is used to access the

Schematic Explorer. See Section 3.2
Design Explorer option is used to access the

Design Explorer.
System Explorer option is used to access the

System Explorer.
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AVEVA Plant (12.1)
3.1.6 Tools Menu
Diagram Connector: Accesses the Diagram Connector, which is used to

manually connect page connectors between imported diagrams. See
section 5.4
Set Release Status: Used to set the release status of the current
element, i.e. to release it to or unrelease it from the 3D model. See
Section 5.5
Attribute Derivation Rules: Accesses facilities to set up rules that will

be used to automatically set the values of attributes during an import.
Attribute Mapping: Accesses facilities to map system/project specific

attributes from the source files to schematic or user-defined database
attributes. See Viewing/Editing Attribute Mappings.
GTYPE Mappings: Accesses facilities to edit the mappings between

ISO15926 designations and corresponding GTYPE/SCSTYPE
combinations.
Source Dictionary Management: Accesses tool for maintaining the Source Data Dictionary which is used
to visualise the potential contents of import files when editing the attribute mappings and to keep track of
metadata about source files such as the source systems which data has come from.
Line List Options: Accesses facilities for specifying the settings which define how line lists will be
generated.
Project Options: Accesses facilities for specifying project-wide configuration settings.
For more details on Attribute, Gtype Mapping, Attribute Derivation Rules, Source Dictionary
Management, Line List and Project option, please refer to TM-3542 AVEVA Schematic Model
Manager Training Guide (Admin).
3.1.7 SMM Toolbar
Accesses the facility for importing data from Excel files.
Accesses the facility for exporting data to Excel file.
Used to import a diagram set.
Used to import a single diagram.
Used to set the release status of the current element.
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AVEVA Plant (12.1)
Used to set the release status of the current element, i.e. to release it to or unrelease it from the 3D
model.
Accesses the Diagram Connector, which is used to manually connect page connectors between
imported diagrams.
3.1.8 Schematic Model Viewer Toolbar
In addition to the menu structure above a toolbar for the Schematic Model Viewer is also installed.
This can be accessed by Right clicking on the main toolbar and select Schematic Model Viewer.
This is discussed in Section 5.2 Schematic Model Viewer.
The Schematic Model Viewer toolbar is not displayed if MS Visio 2007 professional is not
installed.
3.2 Schematic Model Manager Explorer
The Schematic Model Manager Explorer is used to review and navigate the Schematic Database. If the
Schematic Model Manager Explorer is not visible, it can be displayed by selecting the
View > Explorer > Schematic Explorer menu function from the Schematic Model Manager menu
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AVEVA Plant (12.1)
The Schematic Model Manager Explorer is then displayed:
The Schematic Model Manager Explorer behaves identically to the PDMS Design Explorer and has its own
right mouse button menu providing additional options.
The Schematic Model Manager Explorer can be moved to any position within the screen
display or fixed into a specific location within the PDMS display.
Each element in the Schematic database is assigned a element type (TYPE). Elements in the Explorer are
arranged by TYPE, in the following hierarchy:
Schematic Worl *
STLNKW
STLNKS(May contain further STLNKS)
STALNK
SCGROU (may contain further SCGROUs)
SCPLIN
SCBRAN
SCSEG
SCTUB
SCVALV
SCINST
SCFITT
SCOPCO
SCOPCI
SCPDES
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AVEVA Plant (12.1)
SCDUCT
SCHVFI
TEXT
TEXT
SCHVAC (same as under SCPLIN - see above)
SCEQUI
SCSUBE
SCNOZZ
SCELCO
TEXT
SCNOZZ
SCELCO
TEXT
SCOINS
TEXT
SCMCAB
SCCAB
SCCORE
SCCAB
SCCORE
SCDIAG
SPAGE
SCIND
SCTEMP
SCSTEN
SCLOOP
SCILIN
(Same as under SCPLIN)
SCACTU
Note: Element Types in italics cannot be imported into the database using Schematic Model
Manager. However, they can be created using other methods such as the Create menu options
or the command line, so they may appear in Explorer.
Schematic Worl *: Topmost level of the Schematic database hierarchy within which all other elements exist
cannot be moved, renamed or deleted.
STLNKW : Status Link World
STLNKS : Groups of Status Links
Note: STLNKS may contain other STLNKS, which in turn may contain STALNK elements or
more STLNKS. STALNK : Status Link.
SCGROU: Administrative elements containing groups or elements.
By default, groups for Diagrams, Instruments, Equipment and Pipeline are created automatically
when these elements are imported into the database.
The default groups can be changed using the option dialog or by setting the OWNER attribute
using the attribute mapping facilities. See section 4.8.
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AVEVA Plant (12.1)
SCPLIN – Schematic Group /Pipelines
SCPLIN: Pipelines
SCBRAN: Pipe branches
SCSEG: Page/Pipe segements
SCTUB: Tubing.
SCVALV: Valves.
SCINST: Inline Instruments.
SCFITT: Inline Fittings.
SCOPCI: Off-page connection (in).
SCOPCO: Off-page connection (out).
SCPDES: Pipe destination.
SCDUCT: Ducting.
SCHVFI: HVAC fitting.
SCHVAC: HVAC.
TEXT: Text elements are used to store information about the
identity of elements. This is provided for use by the
system and these should not be deleted or renamed by
users.
SCEQUI – Schematic Group /Equipment
SCEQUI: Equipment.
SCSUBE: Sub-equipment.
SCNOZZ: Equipment nozzles.
SCELCO: Electrical connections.
SCOINS – Schematic Group /Offline instruments
SCOINS: Offline instruments

SCMCAB: Schematic Multi-Cable.
SCCAB: Cables.
SCCORE: Cable cores.
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AVEVA Plant (12.1)
SCDIAG – Schematic Group /Diagram Elements
SCDIAG: Diagram elements.

SCTEMP: Templates.
SCPAGE: Schematic page.
SCIND: Schematic index.
SCSTEN: Stencils.
SCLOOP – Schematic Group / Schematic loop
SCLOOP: Schematic instrument loop.
SCACTUATOR – Schematic Group / Schematic

Actuator
SCACTU: Schematic actuator.
SCILINE - Schematic Group /Schematic Instrument

Line
SCILIN: Schematic instrument line.
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AVEVA Plant (12.1)
3.2.1 Schematic Explorer Right Click Menus
The right click menus is used to perform actions on an element, accessed by selecting an elements on the
Schematic Explorer and then right-click on it to display context menu.This is discussed in full in section
below:
For further details on Schematic Explorer Context menu,

please refer to Schematic Model Manager User Guide
3.2.1.1 Highlight Changes Option
The Highlight Changes option allows the user to highlight changes made. The user can choose to either
display the Latest changes or choosing to highlight the changes between two sessions.
The Highlight Changes option contains Latest and Choose Sessions sub-options. Accessed from
Schematic Explorer context menu by selecting any SCGROUPs elements such as Scpline, Scequi, Scoins,
Scdiag etc as shown below.
For more details, please refer to

Section 5.6
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AVEVA Plant (12.1)
3.2.1.2 Set Release Status Option
The Set Release Status option displays the Set Release Status window.
For more details, please refer to Section 5.5
The element in the Schematic database is made accessible to the AVEVA Schematic 3D Integrator for
integration with the 3D Design Model database,when the element release Status is set to ON
3.2.1.3 Attributes Option
The Attributes option is used to view attributes of the current element. To view the attributes of an element,
right-click on the element and select the Attributes option.
The Attributes form is then displayed, on which the attributes of the selected element are displayed.
By default, the form is configured to

automatically change to display the attributes
of the element currently selected (the current
element or CE). To turn this functionality on or
off, check or uncheck the Track current
element checkbox.
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AVEVA Plant (12.1)
The Attributes form can also display attributes in a grouped by category. Right-click on the Attributes form
and select Categorised/Aphabetical option from the submenu as shown:
To return the form to list view, click again on the Categorised/Aphabetical option from the right-click
submenu as shown:
3.2.1.4 Applying Attribute Utility Filter – Worked Example
The displayed attributes of selected element can be filtered to only display required attributes category as
described in this example. Right-click on the Attributes form and select Modify Category filters option
from the submenu to display available catergories.
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AVEVA Plant (12.1)
Select the Uncheck all option and then check the required category in this case “Default”. Click the Ok
button to apply the filter as shown:
To remove the applied filter,
Click on the filter icon , select Check all option and click on the Ok button as shown:
If the filter option is applied, the filter icon is

displayed without a cross-line . And if the filter is
not in use the icon is displayed with a cross-line
Alternatively right-click on the Attributes form and select Manage Category Filters option from the
submenu to display the Manage Category Filter by Element Type form.
Then select required type and click on the Delete Selected Filter(s) option from Manage Category Filter
by Element Type form to delete the filter from the selected element type.
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AVEVA Plant (12.1)
3.2.1.5 Diagram Connector Option
The Diagram Connector option is used to open the Diagram Connector, used to edit existing connections,
and to set connections between Off Page Connectors that were not established on import. This option is
only enable if an offpage connector is selected as shown:
For more details, please refer to Section 5.4
3.2.1.6 Show Diagram Option
If the current element is a schematic diagram, the Show Diagram option is used to open that diagram in the
Diagram Viewer. This option is disabled if the selected or current element is not schematic diagram element.
For more details, please refer to Section 4.3.1
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AVEVA Plant (12.1)
3.2.1.7 Show in Diagram
The Show in Diagram option is used to open the Diagram Viewer and displays the diagram in which the
current or selected element is located.
The option Show in Diagram is disabled if the “Text” element is selected as shown below.
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AVEVA Plant (12.1)
3.2.1.8 New Option
The New option displays a sub-menu from which elements can be created.
For more details, please refer to

Section 7.2.1
3.2.1.9 Edit Members Option
The Edit Member options displays a sub-menu from which multiple elements can be created and edited.
For more details, please refer to Section

7.1
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AVEVA Plant (12.1)
3.2.1.10 Add Link Option
The Add Link option is used to create a link element, i.e. a link between the current element and an external
document or URL.
For further details Database Management Reference

Manual
3.2.1.11 Rename Option
The Rename option is used to change the name of the current element.
For more details, please refer to Section

7.2.1
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AVEVA Plant (12.1)
3.2.1.12 Delete Option
The Delete option is used to delete the current element and elements beneath it in the element hierarchy.
3.2.1.13 New Explorer Option
The New Explorer option opens a sub-menu from which another Explorer window can be opened,
displaying the current element and its members.
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AVEVA Plant (12.1)
Exercise 1- Schematic Model User Interface
1. Familiarise yourself with the Schematic Model Manager User interface.
2. Select Schematic Equipment Item from Schematic Explorer and display its Attributes.
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Chapter 4
4 Import P&ID Data
AVEVA Schematic Model Manager is used to import P&ID data into a PDMS Schematic database. The
P&ID data is imported from an XML file, which complies with AVEVA’s interpretation of ISO 15926. An ISO
15926 XML file may be imported from AVEVA P&ID and from any other P&ID System that outputs an ISO
15926 compliant XML file.
Once imported, the P&ID data in the schematic database can be viewed and managed via a hierarchical
data explorer (Schematic Model Manager Explorer) or reported on via one of the PDMS reporting
mechanisms.
4.1 Import Pre-requisites
The XML files for importing contain engineering item and graphical data. There is a validation check on XML
files prior to importing confirming that these files are consistent and comply with the ISO 15926 schema
definition.
And before importing P&ID data users are advised to complete the following procedures:
Setup project option

Setup User option
Attribute Mapping
GTYPE Mapping
Setup Attribute Derivation rules, if required
For further details on pre-import configuiration, please refer to AVEVA Schematic Model Manager
Training Guide (Administration) TM-3542
If on import a file is found to be invalid, an error message is displayed, listing the invalid file and describing
the error. The error must be corrected for this file to be imported; there is no partial import option.
Possible causes of invalid files are unsupported primitives, foreign language character, and
incorrect format of the values or incomplete item descriptions.
4.2 Diagrams Preview – Worked Example
Diagrams which are available for import can be previewed. By selecting File > View… from the Schematic
Model Manager Module main menu.
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AVEVA Plant (12.1)
The “Select a Diagram file” dialog is then displayed.
Select the XML file(s) of the diagrams to preview and then press the Open button to display Diagram Viewer
dialog.
If all of the selected files are invalid,

an error message is displayed; listing
the invalid files and no diagrams are
displayed. The viewer displays the
selected diagrams. Each diagram is
displayed in a separate tabbed window
labelled with diagram file name.
Hovering over the diagram name will
show the file path of the diagram
location
To close a diagram, right-click on the diagram tab, and select the close option from the menu
that is the displayed.
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Once the Diagram Viewer is open, use the View Diagram dialog to select and open existing imported
diagrams in Schemaic database, select the View Diagram button from the Diagram Viewer toolbar:
The View Diagram form is then displayed:
Check the Preview checkbox and select the required diagram from the Diagram Page list. The preview is
then displayed in the left-hand window. Select it from the list and press the OK button. The diagram open is
then displayed on a tab, labelled with the diagram name in the Diagram Viewer.
The displayed diagram may be printed by right clicking on the displayed diagram and select
Print Current Diagram function from the submenu.
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4.3 Import Diagrams Facility
There are two import facilities available from the Schematic Model Manager menu;
Diagrams
Diagram Set.
Both import facilities can be accessed from Schematic Model Manager main menu File > Import
Diagram Set is a user defined set of diagrams which can be

selected for bulk import in one operation.
Import Diagram provides facilities to select diagrams at the

time of import.
Diagram data can also be imported using PML for

more details , please refer to section 4.4
4.3.1 Import Diagrams –Worked Example
To import diagram, select File > Import >Diagrams from the Schematic Model Manager main menu. The
Open dialog will then be displayed, listing all the files of diagrams in the default import file
The Open dialog will then be displayed, listing all the files of diagrams in the default import file
The default import file location is specified using the User Option dialog. See TM-3542 Schematic Model
Manager Training Guide (Admin) for more details.
Select the required XML file(s) of the diagram to import in this case ”A1-51-2009-1”and then press the Open
button.
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The Release Comments dialog will is displayed. Add a release comment if required, which is stored against
each “Released element”. Then press the OK button.
If the Cancel button is pressed, no

release comments are entered.
This does not cancel the import.
User can specify the display of Release Comments Dialog and set the release Behaviour of
Elements on import by using the Project Option dialog. Please refer to AVEVA Schematic
Model Manager Training Guide (Administration) TM-3542 for more details.
The Import Progress

dialog is then displayed.
The dialog displays:
Progress bar showing the

import status of the diagram.
The number of diagrams

already processed out of the
total number to be processed.
The name and status of the

task being carried out.
The status of each task is displayed in the Status column and indicated by an icon in the first column
Ready:
Cancelled:
Runing: Completed:
Completed with warning
Failed
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The Summary and Error Tabs on the Import Progress Dialog displays the textual description of the import
and a list of import errors respectively
If the user requires the Import Progress

Dialog to be closed automatically when
the import is complete, check the Close
on import completion checkbox. The
default settings of the checkbox can be
reset using User Options dialog.
Please refer to AVEVA Schematic
Model Manager Training Guide
(Administration) TM-3542 for more
details.
Then press the Dismiss button from the Import Progress Dialog to close the form. The import diagram may
be viewed from Schematic Explorer as shown:
Select a diagram(s) from Schematic Explorer, right-click, and select Show Diagram from the
menu that is then displayed.
After the data has been imported, it must be saved to the database with the ‘savework’ function.
Imported Schematic may be displayed in the Diagram View, by selecting a diagram(s) in the
Schematic Model Manager Explorer, and drag and drop them into the Diagram Viewer Dialog.
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4.3.2 Import Diagrams Set – Worked Example
Diagram set is a group of diagram XML files; they can be recalled and re-imported as required. The File set
are created and edited using the Diagram Set Editor.
The Diagram Set Editor can also be used to initiate the

import of diagram set.
To create the import file set select File > Import > Diagram Set Editor. The Diagram Set Editor dialog will
then be displayed.
Select the Add Diagram button to add a single or multiple files to a new Diagram Set
The Open dialog will then be displayed. Browse for and select the required diagram “A1-51-2009-1” to add
to the Diagram Set and the press Open button
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The selected file(s) will then be displayed in the diagram list section of the Diagram set editor dialog
Select the Import Now button from the Diagram

Set Editor dialog.
Alternatively, select File > Import >Diagrams

Set... from the Schematic Model Manager menu.
The Open dialog is then displayed.
Select the required Diagram Set and press the

Open button to import the diagrams. The import
diagram can be view from Sechematic Explorer
To clear the screen, select the New Diagram File set button to clear the screen.
To save the new Diagram Set, select the Save Diagram set button from the Diagram Set Editor dialog.
4.4 Importing using PML
P&IDs can also be imported in non-graphics mode using PML. This enables batch scripts to execute imports
without user interaction.
To do this; complete the following procedures:
Create a folder called TestImport in your PDMS installation folder.
Create a file in the Testlmport folder and save the file as import.bat with the following content:
../ Engineering tty <project> <user>/<password> /<mdb> $M/import.mac
Create a file in the TestImport folder and saved the file as import.mac with the following
contents:
SchematicModelManager
!pid = object smm()
!result = !pid.ImportFile('<P&ID filename and path>')
if (!result NE -1) then
savework
endif
finish
Run import.bat either from a command prompt or by double clicking on it from the file explorer
All imports are executed using an instance of the PIDManager PML object. To create A PIDManager object
enter the following in the command line:
!pid=object smm()
To see the method available on this object enter the following using the command window
Q methods !pid
If it is the first time the command line is used to import P&IDs the user may need to enter
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PML REHASH ALL using the command window to update the PML library index file. If this hasn't been done
an error message will be displayed.
There are three ways of importing diagrams using the Command Window.
Individually, by specifying the filename of a single diagram.

Collectively, by specifying a folder containing diagram files - all valid diagrams in that folder are
imported.
Collectively, by specifying a File Set - all valid diagrams in that file set are imported.
Importing Diagrams Individually
To import a single diagram enter the following using the command window:
!Pid.importFile('File path and File name','Release Comment')
For example:!Pid.importFile('V:\Schematic Model Manager\TestData\905675.xml', 'Update to Diagram')
Importing Diagrams from a Folder
To import the diagrams in a folder enter the following using the command window:
!Pid.importfilesindir('Folder','Release Comment')
For example:!Pid.importfilesindir('V:\Schematic Model Manager\TestData\','Update to Diagrams')
Importing Diagrams from a Diagram Set
To import the diagrams in a Diagram Set enter the following using the command window:
!Pid.importfromfileset('diagram set’)
For example:!Pid.importfromfileset('v:\schematic model manager\importfileset.xml')
Note: In any of the above method the Command Window displays progress, error and warning
messages as the import is carried out, for example:
A return value is provided that indicates the success (or otherwise) of the import operation
The values and their meanings are as follows:

-1 = Error
0 = Success
1 = Imported with warnings.
All import messages, warnings and errors are written to a log file. A new log file is created for every time
Schematic Model Manager is run.
Imported data is not saved into the Schematic database until a Save Work takes place. To save changes to
the database using the command line, enter 'savework' at the command prompt.
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Exercise 2- Import ing P&ID Data
1. Import the following P&IDs (XML Files) provided by the trainer:
Use Import > Diagram option to import - A1-51-2009-1 xml

Use Import > “Diagram Set” to import – A1-51-2009-2 xml
Use PML to import - A1-51-2009-3 and A1-51-2009-4 xml
2. Locate and review the log files.
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Chapter 5
5 Review Imported P&ID Data
Imported P&ID data in the schematic database can be viewed and reviewed using options:
Hierarchical schematic explorer and Diagram Viewer Form
Schematic Model Viewer Option
Diagram Off- Page Connectors
Highlight Changes Option
Release Status Option
5.1 Review Imported Data Using Schematic Explorer and Diagram Viewer
Users can review and view an imported diagram either by:
Select a diagram(s) in the Schematic Model Manager Explorer, right-click, and select Show
Diagram from the menu that is then displayed.
Or select a diagram(s) in the Schematic Model Manager Explorer, and drag and drop them into
the Diagram Viewer Dialog.
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To navigate the displayed Diagram in the Diagram Viewer dialog:
Click Schematic Equipment Elements (C1101) contained within the displayed diagram from the Diagram
Viewer dialog. The selected item is then enclosed in a red dashed line and becomes the current element
and is selected in the Schematic Explorer as shown:
Click Schematic Pipeline (B-1) contained within the displayed diagram from the Diagram Viewer dialog.
The item is enclosed in a red dashed line. It becomes the current element and is selected in the Schematic
Explorer as shown:
Navigate the Diagram using the following keyboard shortcuts;
CTRL + Left Mouse Button = Zoom in to defined region or selected point

CTRL + Shift + Leftt Mouse Button = Zoom Out from selected point
ALT + Left Mouse
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5.1.1 Diagram Viewer Toolbar Description
View Diagram - used to view diagrams that have been imported. Not used to preview un-imported
diagrams. See Section 4.2
Diagram Changes Highlighting– used to view database changes related to diagram objects between
two database sessions or stamps and highlight the changes using different colours. See Section 5.6
Zoom In - Used to Zoom in to the diagram.
Zoom Out - Used to Zoom in to the diagram
Zoom to Selection - zooms to a selected area of the diagram. Select this button then select the area by
left-clicking on one corner of the area and then dragging the cursor to the opposite corner of the area
Zoom to Window - zooms out so that the entire diagram is visible. This option is also available from the
menu that is displayed by right-clicking on a diagram
Auto Zoom On External Selection - toggles the mode for auto-zoom
Set Bookmark - saves the current view - saved views are known as bookmarks
Previous Bookmark - sets the view to the bookmark that was set before the current bookmark
Next Bookmark - sets the view to the bookmark that was set after the current bookmark
Delete Bookmark - deletes the current bookmark
Clear All Bookmarks - deletes all bookmarks
Print – Used to print current displayed diagram
Settings - opens the Settings dialog for the Diagram Viewer
If the cursor is hovered over this button, a tooltip displaying information on keyboard commands is
displayed.
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5.2 Review Imported Data using Schematic Model Viewer
The Schematic Model Viewer provides the user with the ability to view and navigate the contents of the
schematic model database based upon physical connection rather than logical connection (database
hierarchy) or diagram layout.
It provides a continuous navigable view of equipment items and the interconnecting piping networks,
independently of which system they belong to or which P&ID they have been drafted on.
The Schematic Model Viewer is implemented as a Common Application Framework (CAF) Add-In, which
means that it can be hosted by different applications. The viewer requires access to a Schematic database
included in the current MDB
The Schematic Model Viewer is a new approach to viewing the entire consolidated schematic model that
has been imported into the Schematic database.
5.2.1 Generating Schematic Model for Import Schematic Equipments –Worked Example
Users can use the Schematic Model Viewer to display the imported schema centred on selected equipment
items.
To activate the Schematic Model viewer, select the New Schematic Model View button from the Schematic
Model View toolbar, and then select the schematic equipment element P1502B from the Select Equipment
form.
Or select the required equipment item from schematic explorer,

right-click on it to display the sub-menu and select Create
Schematic Model View option
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The Creating schematic Model View progress bar form appears
The Schematic Model View is presented in its own window.
Icons can be re-arranged simply by

dragging them into position
To item re-positioned the selected equipment at the diagram’s center, select the require equipment icon and
select the Center option from the Right Mouse Button menu. The Schematic Model View is re-generated
with the selected equipment item re-positioned at the diagram’s center.
.
The center item option can also be accessed from Schematic Model Viewer Toolbar
Command to navigate the Schematic Model Viewer dialog:
Command Result
Ctrl+Shift+Left mouse Zoom in

button click
Ctrl+Shift+Right mouse Zoom out
button click
Ctrl+Shift+Right mouse Pan
button drag
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5.3 Schematic Model Viewer Toolbar Description
The Schematic Model Viewer toolbar as shown that allows the user(s) to control the Schematic Model
Viewer behaviour.
5.3.1 Expand Option
Using the Expand command allows all connections to that item will be traversed and expanded.
To display all connections to a selected item click on the Expand command on the toolbar or from the Right
Mouse Button menu. This will generate a new schematic view as shown.
And to restore the view to its previous state, selecting the Collapse option as shown:
5.3.2 Display Inline Items Option
By selecting the View Inline Items command, the viewer will change into a mode in which all inline fittings
are shown. These will be placed along the lines between the branching points, like knots on a piece of
string.
The branching points will also be illustrated by an icon representing the kind of fitting it is, rather than
the generic branching point icon used when inline fittings are not shown.
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To display inline items such as valves, reducers, instruments etc. select the Show Inline Items icon from
the toolbar. The view will then display all the schematic inline fittings of the selected element as shown:
The inline fittings can be either

manually re-arrange.
5.3.3 Settings Option
The Settings icon displays the following settings and options.
It is now possible to individually control the shape annotations for the element types in Schematic Model
Viewer. The following settings can now be made using the Options dialog in Schematic Model Viewer:
• Display criteria for selection of shapes

• Display text
• Icon (.png file)
• Stencil shape
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5.3.3.1 General Settings Tab
- Follow CE – When item is

selected in the viewer, the CE will
also change accordingly.
- Layout after hide – When

checked, connection map will be
redrawn each time when user
hides some connections lines,
elements or execute collapse.
- Show connector text –

Determine whether connector’s
lines should displayed describing
text.
- Show inline – This is the same as

the Show Inline Items command
on the toolbar.
- Show Arrow – Show flow direction using arrows. You can determine size of arrows using drop
down list.
- Highlight color – choose color for highlighted items.
- X Distance – Determine space between elements in x axis.
- Y Distance – Determine space between elements in y axis.
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5.3.3.2 Schematic Model Settings
Those settings are divided by five categories:
- Display Text
- Line Colour
- Line Patters
- Line Weight
- Object Visibility
This xml are pointing to symbol file which is responsible for symbol settings:
<SymbolFilepath="%PDMSEXE%\SchematicSymbols.xml"></SymbolFile>
Display Text
This is the text that is displayed on an item. User can use bracket to get attribute value. For example in
Schematic module the owner and name attributes can be displayed for Pipelines as shown:
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Click on the Apply or OK button. This will apply the changes to the schematic view.
Line Colour
This option is used to change line colours for required connection type. If required, select the Line Colour in
this case Pipelines and click on the desired colour.
Click on the Apply or OK button.This will apply the changes to the schematic view as shown:
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Line Patterns
This option is used to change line patterns for required connections types. To do this; select the Line
Pattern, in this case Pipelines and click on the desired Line Pattern as shown:
Click on the Apply or OK button. This will apply the changes to the schematic view
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Line Weight
This option is used to set weight of line for required connections types. To do this; select the Line Weight, in
this case Pipelines and click on the desired Line Weight as shown.
Click on the Apply or OK button button. This will apply the changes to the schematic view
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Object Visibility
This option is used to show/hide desired element types. In this example to hide OpenEnd object, select the
object and click on false from the pull-down list.
The symbol settings are stored in an XML format file (Symbol file) at the following location
<SymbolFile path="%PDMSEXE%\SchematicSymbols.xml"></SymbolFile>
5.3.4 Schematic Symbol Settings
Icons used to represent the equipment items, generic branch points as well as inline fittings are determined
by a set of user configurable rules.
These rules are stored in an XML file, named

“SchematicSymbols.xml” which is locatedin
the main installation directory.
This feature allows user to determine which

symbol should be used when generating a
schematic model. It also allows the definition of
display texts.
To use shape from stencil instead of icons you

have to set “Use icon” to false and set stencil
name and stencil shape.
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However if the system will not find shape or stencil then the relevant icon will be used. And if icon, shape
and stencil are not found default rule will be used.
Stencils and icons are located in “%PMLLIB%\icons\SchematicModelViewer” directory. The location in

Default->Path can be change if required.
5.4 Off-Page Connectors
As part of the import process, Schematic Model Manager attempts to match any off-page connectors
(OPCs) on the imported diagrams with those of diagrams already in the Schematic database.
Most often connections between Off-Page Connectors (OPCs) may be established when diagram data is
imported.
The Diagram Connector is used to edit existing connections, and to set connections between OPCs that
were not established on import.
5.4.1 Off-page Connectors of Imported Diagram
To review any off-page connectors (OPCs) on the imported diagrams with those of diagrams which existed
in the Schematic database.
Right-clicking on an off-sheet connector element in an imported drawing and select the “Go To Connected
OPC” option.
The “Go To Connected OPC” option is greyout if there are no corresponding / appropriate off-
page connectors (OPCs) found in Schematic database.
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The corresponding matching off-page connectors (OPCs) of the diagram already in schematic database is
then be displayed as shown
5.4.2 Editing Existing Off-page Connectors
Connections between Off-Page Connectors (OPCs) may not be established when diagram data is imported.
To set connections between OPCs that was not established on import.
Display Diagram Connector dialog,
Select Tools > Diagram Connector... option from the Schematic Model Manager Module main menu.
This displays the Diagram connector dialog:
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Alternatively the Diagram connector dialog can be accessed by right-clicking on an off-sheet connector
element in the element hierarchy of the schematic Explorer
The Diagram Connector option

may also be access by right-
clicking on off-sheet connector
element in an imported drawing
Access can also be by selecting the button on the SMM toolbar to display the Diagram
Connector dialog.
If the selected element is an off-page connector, the Source OPC field is populated with the connector of
the selected OPC. If there is already a connection set up for that off-page connector, the connected off-page
connector is displayed in the Target OPC field. Otherwise, the field will be blank
“Source” does not indicate that a connector is a SCOPCO (connector out) and “Target” does not
indicate that a connector is a SCOPCI (connector in).
In this context “Source” connector is the subject of this procedure, to which a selected “Target” connector is
connected.
If the Diagram connector dialog was opened from the Schematic Model Manager menu and the current
element (CE) was not an off-page connector, both fields will be blank. The source connector must therefore
be selected.
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To set connections between OPCs that were not established on import
Right-click on an off-sheet connector element (OPC) on an imported diagram and select the Diagram
Connector option.
The Diagram Connector dialog is displayed. Select the browse … button next to the Source OPC
field from the Diagram Connector dialog
The Off Page Connector Browser dialog will then be displayed.
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Connectors that are not currently connected are indicated by Red Cross in the first column.
Select the required connector by double-clicking the selected “OPC” or click on it once and press the
OK button.
In Target OPC Browser dialog, connectors that are not currently connected are indicated by
Red Cross in the first column
Target off-page Connector must be different from Source off-page connector. For example if
the source off-page connector is a SCOPCO, the target must be a SCOPCI
Once a connector is selected, the Source OPC field is populated with the name of the selected connector.
If there is an existing connection set

up for this connection, the name of
the connected off-page connector is
displayed in the Target OPC field.
To connect the source and target OPCs Press the Connect button on the Schematic Model Manager
Diagram connector dialog.
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If the connection is made successfully the following message will be displayed.
If the connection cannot be established, an error

message is displayed indicating the reason.
Once a connection is saved the Target OPC field is

greyed out, the adjacent buttons disabled and the
Connect button replaced by a Disconnect button.
5.5 Imported Element Release Status
The element in the Schematic database is made accessible to the AVEVA Schematic 3D Integrator for
integration with the 3D Design Model database,when the element release Status is set to ON
When an element is released, all its “child” elements (i.e. the elements beneath it in the database, such as
the nozzles of an equipment item) are released as well. Such elements cannot be released independently of
their parent elements
Elements can be released when they are imported, depending on the settings specified on the Project
Options dialog. If they are not released during an import, they can be released using the Set Release
Release Status option.
For further details on Project Option configuiration, please refer to AVEVA Schematic Model
Manager Training Guide (Administration) TM-3542
Only following types of element can be released: SCDIAG SCEQUI SCOINS SCSEG
Access this option either by selecting the Set Release Status Option from Schematic Explorer right click
menu or Tools > Set Release Status ... option from the Schematic Model Manager Module main menu.
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Alternatively press button

from the Schematic Model
Manager Module main toolbar.
The Set Release Status dialog is then

displayed and Elements are grouped
together according to type
Displayed elements are

grouped together according
to type,
The dialog displays the name of each element and its current release status. It also displays the date that
the release took place and the identity of the user that performed the release.
Each listed element has a checkbox next to its name. If the checkbox is checked, this indicates that the
element has been released.
To unrelease a previously released element, uncheck its checkbox. The checkboxes of its child elements (if
any) are not automatically unchecked.
Then click the Set Status button to complete the changes to the release status of the selected elements and
close the dialog. To close the dialog without implementing any changes, click the Cancel button.
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5.6 Highlight Changes in Diagram Objects Between Database Sessions
Highlight Changes is an add-in used by AVEVA Schematic products. The tool provides users the capability
to view database changes related to diagram objects between two database sessions or stamps and
highlight the changes using different colours.
The Highlight Changes option contains Latest and Choose Sessions sub-options. Access from
Schematic Explorer context menu by selecting any SCGROUPs elements such as Scpline, Scequi, Scoins,
Scdiag etc. As shown below.
“Latest” option will automatically compare two last database

sessions
“Choose Sessions” option will display dialogs for selection of

a diagram element and two database sessions and/or
database stamps.
The Diagram Change Highligting can also be accessed by selecting Diagram Change Highligting icon
from the Diagram Viewer main toolbar as shown.
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5.6.1 Highlight Changes in Diagrams – Worked Example
In this worked example, the highlight changes feature is used to compare database differences of a diagram
items between two SMM sessions
This is achieved as follows:
Select a Diagram element listed on the Explorer hierarchy and from context menu, select Highlight
Changes > Choose Sessions option from the sub-option. The Select Diagram and Session to Compare
Dialog will be displayed with the diagram name in the Diagram Element text box.
The Select Diagram and Sessions to Compare” dialog allows for selection of diagram elements
and two sessions and/or stamps from the current database.
If selected element (e.g SCPLINE or

SCBRANCH) contains members that are
present on multiple diagrams, Choose
Diagram dialog is displayed for selecting
the diagram to be used for comparison
as shown
To select another diagram, click on the browse button next

to Diagram Element field from Select Diagram and
Session to Compare dialog.
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The Select Diagram Element dialog will display a hierarchy containing elements having SCDIAG types as
their members. Selecting a node from the tree will display a list of diagram (SCDIAG) elements.
Select the diagram “A1-51-2009-2” and click OK button, this will return control to the Select Diagram and
Session to Compare and update the diagram name in the Diagram Element text box.
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Select require Target Session or stamps from the current database, by clicking on the browse button next to
Target Session field. The Select Session dialog will be display with list of sessions available for the
selected element.
Select the required session by clicking a row from the grid and click OK button. This will return control to the
Select Diagram and Session to Compare and update Target Session text box, based on the button used
to invoke this dialog.
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Set the Base Session, by clicking on the browse button next to Base Session field, Select Session dialog
will be displayed with a list of sessions available for the selected element.
Select the required session by clicking a row on

the grid and click the OK button. This will return
control to the Select Diagram and Session to
Compare and update the Base Session text box,
If the base session selected is higher than

the target session, clicking the OK button
will display the message shown below.
Then click on the OK button from the Select Diagram

and Session to Compare form as highlighted below to
commence the diagram comparison process.
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On completion of the comparison process, the compared diagrams will be displayed on the Diagram
Change Highlighting form with colour highlighted components/elements, indicating attribute and element
differences.
Additional information such as Diagram Name, Page Number, Base and Target session details
are displayed on the Status bar as shown below.
If selected diagram contains multiple pages, each page will be loaded in separate tab within the
Diagram Change Highlighting add-in window.
The comparison result grid as highlighted below lists the details of new, modified or deleted item(s) between
the selected sessions or stamps.
The displayed element on the comparison result grid can be filtered with grid filtering tool. If the
filter is not displayed, right-click on the grid and select the Enable Filtering option as shown
above.
The comparison result can be exported Excel file, using the Export To Excel functionality
accessed from the grid right-click menu.
5.6.2 Diagram Change Highlighting Toolbar
The Diagram Change Highlighting dialog toolbar contains various buttons and control for performing
different task as described in the example below.
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5.6.2.1 Diagram Change Highlighting – Using New Element Option – Worked Example
In this worked example, use the Highlight New Elements option to highlight only new element on the
resultant diagram from worked example in section 5.6.1
To achieve this;
Click on the Highlight New Elements icon from Diagram Change Highlighting main toolbar. The
new element(s) are highlighted in “green” as shown
Clicking on the same the Highlight New Elements

once again to removes the colour form highlighted
objects.
For further details on Highlight Colour Configuration, please refer to AVEVA Schematic Model
Manager Training Guide (Administration) TM-3542
5.6.2.2 Diagram Change Highlighting – Using Highlight Deleted Elements Option– Worked
Example
In this worked example, use Highlight Deleted Elements option to highlight only deleted element on the
compared diagram from worked example in section 5.6.1
To achieve this;
Click on the “Highlight Deleted Elements”

icon from Diagram Change
Highlighting main toolbar. The deleted
element(s) will be highlighted in “mauve”
colour using the “Items Deleted” colour
setting. If no deleted element(s) are found
in the target session no element(s) will be
highlighted. As shown:
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Clicking on the same the “Highlight Deleted Elements” icon the second time removes the highlighted if
required.
Deleted elements will only be highlighted if there are deleted elements in the selected target
and base sessions
5.6.2.3 Diagram Change Highlighting- Using Highlight Modified Elements Option –

Worked Example
Modified items are elements whose attribute values/data differ between the selected target and base
sessions. In this worked example, using Highlight Modified Elements functionality, highlight only modified
element on the compared diagram from worked example in section 5.6.1
To do this;
Click on the “Highlight Modified Elements” icon from Diagram Change Highlighting main toolbar. The
modified element(s) are highlighted in “magenta” colour using the “Items Modified” colour setting.
Click on the ‘Auto Zoom on Selection’ button to zoom onto selected item from the Diagram Change
Highlighting main toolbar. Then click on the required row from the comparison result grid to zoom on
selected element as shown
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To apply a filter to the comparison result grid, select the required column row in this case “Modified
Element” and click on the Modified element check box as shown.
Only the Modified element is then displayed in the grid as shown above.
Diagram Change Highlight toolbar Description.
To start new comparison, clicking on the “Start New Comparison” icon, will display
“Select Diagram and Sessions to Compare” dialog required for starting a new comparison.
To refresh current diagram, click on the “Re-Compare Selected Session” icon. This will
redo the comparison, and update results. It is mainly useful when the comparison is between
the last saved session and in memory session.
To print current diagram, clicking on the “Print Diagram” icon this will displays the printer
selection dialog.
Click on the “Zoom In” icon, to Zoom in to the diagram.
Click on the “Zoom Out” icon, to Zoom out of the diagram.
Click on the “Zoom to Fit” icon, to Fit the diagram to the viewer window and maintains aspect
ratio.
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Exercise 3- Review Importing P&ID Data
Review the imported P&ID data using the following Option:
Review the attributes of Schematic Equipment on Schematic Diagrams A1-51-2009-1 using

Schematic Model Manager Explorer.
Review the offsheet connections on Schematic Diagrams A1-51-2009-1, A1-51-2009-2, A1-51-2009-3

and A1-51-2009-4
Review imported Schematic Equipment connectivity using Schematic Model Viewer
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Chapter 6
6 Excel Import and Export
The Excel Import and Export feature supports the import and export of Excel Workbook files to/from
Dabacon database. This tool is common to AVEVA Diagrams and AVEVA Schematic Model Manager (Plant
& Marine).
This tool is designed to support activities such as;
Import of attribute data such as operating pressures and temperatures from external system.
The import of elements generated in an external system, such as Equipment and Nozzles.
Round tripping of elements in and out Dabacon database.
Hierarchical Import.
Capability to highlight differences and accepts or reject attribute data updates.
Batch processing of excel files.
To access Excel Import and Export Tool,
Select File > Import > Import from Excel... option from the Schematic Model Manager main menu.
Select File > Import > Import from Excel... option from the Schematic Model Manager Module main
menu.
Alternatively click button Import/Export Icon from the Schematic Model Manager Module main toolbar.
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6.1 Formatting Excel Import Files
The Excel Import feature is used where an excel file is used for an import. The excel file may contain
multiple worksheets and the content of the import file is used as the input for this function.
The import file must follow certain rules as described below;
The import file must contain One Element Type per Worksheet, including UDETs.
The first row of the file must contain a list of headings. Each heading represents a column in the file
containing an attribute of the elements being loaded.
One column per Database Attribute.
The first data row will be row 2.
Item matching will require REF or NAME column.
Item creation will require OWNER column. If this column is present, the owner of an element in
an import file must either exist in the import file, or already exist in the Dabacon database.
Formatting of values is currently not supported.
Below is an example of an Import file containing Equipment and related Nozzles with one element type per
worksheet.
When importing an excel file containing new elements to Dabacon database, it is important that users
comply with the following conventions:
Any reference to the name of an element should be preceded by a forward slash (/). For
example Equipment Tag Name P-9002B, should be represented as /P-9002B as highlighted
above.
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If the name of the element is not preceded by a forward slash (/), the item(s) will be imported
without the name.
Any reference to the owner of an element should be preceded by a forward slash (/). For
example if an item with Tag Name P-9002B is owned Equipment group, it should be
represented as /Equipment as highlighted above.
Before the import process, it is important to confirm that the owner of element(s) in an import file
exist in the import file, or already exist in the Schematic database. And if no owner exists in
Schematic database, the user (s) is required to create the required Schematic Group
(SCGROUP) in Schematic Explorer.
In this example SCGROUP containing one SCGROUP element named /Equipment is created
in Schematic Model Manager Explorer.
If no appropriate owner exists in Schematic database, the import process will fail, and an error
message will be displayed.
6.1.1 Importing Excel Worksheets – Worked Example
This example illustrates the use of the Excel Import function in Schematic Model Manager to import Excel
Workbook files e.g. Equipment and related Nozzles to Dabacon database (Schematic Database).
To start the Import Process;
Select File > Import > Import from Excel... option from the Schematic Model Manager Module main
menu or alternatively click on the Import Icon from the Schematic Model Manager Module main toolbar
as shown below:
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Select File to Import dialog is then displayed. Navigate to the folder containing your import file and
select and click Open button to display the Excel Interface Wizard- Import dialog.
From Excel Interface Wizard- Import dialog If Configuration Name exists, it will be available for
selection from the Configuration Name drop-down menu.
Configuration Name is not mandatory, it is only required if the user needs to the save the
Configurations for future use.
And if no Configuration Name exists, user(s) may enter their preferred name. In this case enter
“EQUIP LIST TEST”
Select the required Data Mode to use for the import, in this case click on Element Type radio button
as highlighted above
For details on how to use Database View(s) Data Mode. Please refer to Common Design
Functionality Guide
From Excel Interface Wizard- Import dialog, click Next button to display the Worksheet and
Element Type Configuration dialog.
The Worksheet and Element Type Configuration

form allows the users to map the excel worksheets to
the required database element types. And select the
required worksheet for import to the schematic
database.
If the element type contained in the worksheets

have been named to match the name of the
schematic database element types. This will
allowed the Import Wizard to suggest the
element type that each worksheet contains.
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Click in the Element Type textbox to reveal a drop down, from a drop down list of the valid element
types for the schematic database type as shown below. This is required if the Import Wizard made no
element type suggestion or an inappropriate suggestion.
Then map the displayed worksheets column to the appropriate or required database element in this
case SCEQUIPMENT and SCNOZZLE shown above.
Ticked the Include All check box as highlighted above, this will automatically check the “Include” column
checkbox as highlighted as above.
Worksheets where ‘Include’ column is unchecked, but database Element Type is specified will
not be imported
Also worksheets where ‘Include’ column checked box is checked, but no database Element
Type is specified will not be imported.
To delete or remove any row, select the required row and then select the delete icon to remove
the row.
To continue; click on the Next button from Worksheet and Element Type Configuration dialog to
display the Column and Element Configuration dialog as shown below:
The Column and

Element Configuration
form allows user(s) to
map the data
(attributes) contained
in the excel file to
required schematic
database attributes
which will be
potentially populated
or updated.
The the cells within the ‘Excel Column’ are automatically with the column headers (attribute names)
from the excel worksheet for import
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Select the required Worksheet from the Worksheets section of the Column and Element
Configuration form, in this case SCEQUIPMENT.
To display worksheets or hide worksheets, click on the

Show All worksheets option from the Column and
Element Configuration” form as highlighted.
Select the required Excel Column, click on the Attribute cell and then select the required database
attribute from the drop down list as shown.
Column and Element Configuration (Mapping) for SCEQUIPMENT Worksheet
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Column and Element Configuration (Mapping) for SCNOZZLE Worksheet
If the attribute name is

known it may be
typed into the
Attribute cell.
Pseudo attributes
are not in the drop
down list and must
be typed into the
Attribute cell.
Check the “Update All” checkbox, ‘Update’ rows checkboxes are automatically checked. This allows the
available columns to be included in the import process. If some columns are not required, they will be ingnored
during the import by unchecking the ‘Update’ checkbox
Leaving the ‘Update’ checkbox unchecked will allow the attribute to be processed during import
matching process and any difference will be highlighted in the Accept and Reject form, but will not
update the required database attribute.
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Once the required configuration in Column and Element Configuration has been completed as shown
above, Click on the Next button, the Save Configuration Changes form is displayed.
If a configuration name was

previously entered in Choose a
configuration form, the system will
select the existing name by default
To save the configuration check the Save the Configuration check box and enter preferred configuration
name, in this case enter “EQUIP LIST TEST”.
Then click the Finish button. The Excel Wizard then scans the Dabacon database and determines what
changes will take place if the import is confirmed. And if there database is large amount of item to be import
a progress bar may be shown indicating the progress of the database scan.
Once the processing of the source data (Excel import data) is completed, the Accept/Reject form will then
be displayed with a list of potential changes as shown:
The Accept/Reject-
Items tab displays
processed items
from the Excel
spreadsheet. The
content may be
sorted or filtered by
clicking on the filter
icon on the column
headers as
highlighted
At this point no changes are made. The import may be cancelled without affecting the contents of
the schematic database.
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Below are the descriptions of the contents of the “Accept/Reject” form Item tab toolbar:
- Accepted Column - Displays checkboxes. If the update described in the ‘Items tab’ for the row is
required, then check box must be checked.
To accept all the changes or

update described in the Items
tab, check the “Accept All”
checkbox.
- Name Column - Displays the name of the database element that will be created or updated by the
import.
- Matched Column - Displays a checkbox which indicates if the row item has been matched to an
existing database item.
If the item in the import file does not match

existing database element, the “Matched”
checkbox will be displayed as unchecked.
And if the import item matches any existing
database element the checked box is
checked.
- Changes Column - Displays a count of attributes found in the database that have been selected to
be updated, and where the database value differs from the import value.
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- Differences Column - Displays a count of attributes found in the database that are mapped to
columns but not selected for update and where the database value differs from the import value.
The “Difference” column shows the number of attributes found in the database where the
database value differs from the import value, but have not been selected for updated in Column
and Attribute Configuration page of the Excel import wizard.
- Type or ACTType Column – Display the element Type of the database element.
- Select and right clicking on any of the rows in the Accept/Reject - Items tab, a submenu is then
displayed as shown below;
For further details on Accept/Reject – Item tab submenu, please refer to PDMS Design Common
Functionality User Guide.
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After reviewing all the required columns or items in the Accept / Reject - Item tab, select Accept / Reject to
display Accept / Reject tab grid. Check the Accept All checkbox to accept all the changes or updates as
shown
The colour of the

Accept/Reject grid
content changes to
indicate which rows is to
be imported. In this
example all the rows are
to be imported so all
selected rows are
highlighted in a green
colour.
User(s) can reset the Accept/Reject Grid feedback colour to any preferred colour, right click on any of the
rows to display a submenu and then select Feedback Colours function as shown.
To start the import process, click the OK button from the Accept/Reject tab as highlighted.
After this point it will not be possible to undo changes made during the import. Unless the PDMS
session is exited without performing a savework.
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An import progress dialogue will then be displayed indicating the progress of the import.
The Summary and Errors &

Warnings tabs on the Import
Progress Dialog displays the
detail description of the import
and a list of import errors
respectively.
A successful completion of the import process will have the items displayed on Accept/Reject form imported,
as well as apply all accepted changed or updates to the schematic database as shown
The imported item(s) is usually displayed in the Explorer under a default schematic group
(SCGROUP) or Owner specified in the import file.
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6.1.2 Exporting Excel Worksheet File – Worked Example
Excel export option is a feature used to export item(s) from Dabacon database (schematic database in this
case) to an Excel output.
To start the Export process:
Start the Export Wizard either from the File menu or from the Export toolbar, the Excel Interface Wizard -
Export is then displayed.
Select the Configuration Name created during the import example, which in this case is “EQUIP LIST
TEST” and click the NEXT button.
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The Worksheet and Element Type Configuration wizard form will then be displayed, showing the saved
configuration setup defined during the import process.
Worksheet and Element Type Configuration wizard form descriptions
To delete the selected row, select the this delete icon
This adds a new row to the grid. This allows an additional worksheet to be defined and added to
the export by selecting the icon.
To move the selected row up the grid.
To move the selected row down the grid
Once the required configuration in Worksheet and Element Type Configuration has been completed as
shown and click on the Next button to continue.
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The Column and Element Configuration form will then be displayed.
User(s) may add additional

attribute to any of the
displayed element type if
required.
Click Next button from the Column and Element Configuration wizard to continue.
If the Excel Column and Attribute

field are not completed for any
of the displayed element types,
a warning message is
displayed.
The Save Configuration Changes wizard form will then be displayed. To save the configuration check the
Save Configuration check box. The Configuration Name could be Renamed if required.
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Click the Finish button. The “Select Filename for export” dialogue will be displayed. Enter a Name for the
export file and click the Save button
On completion of the Export a notification form will be displayed.
The export file will contain the exported attributes as shown
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6.1.3 Excel Import and Export Command Line Interface
The Excel Import and Export Tool provides a PML object (excelio) for batch processing of excel files. An
instance of this object can be created at the command line as follows:-
!e = object excelio()
The methods on this object are as follows
import(‘<filename>’)
This will make the best guess at mapping worksheets and columns to database structures.
This should only be used where Worksheets are named to match Element Types and
Columns are named to match database attributes. All changes identified in the import file
will be applied to the database.
import(‘<filename>’,’<configname>’)
This will use the specified a configuration to import an Excel Workbook. All changes
identified in the import file will be applied to the database.
export(‘<filename>’,’<configname>’)
This will use a specified configuration to export an Excel Workbook.
All methods return the following values to indicate the success of their operation :-
-1 error
0 success
1 warning
The export example in this user guide can be achieved non-graphically using the commands below :-
!e = object excelio()
!result = !e.export(‘C:\data\export.xls’,’ExportEquipmentAndNozzleConfiguration’)
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Exercise 4- Excel Import and Export
Use the Excel Import tool to create the following records in Schematic database.
New Record Description Suffix

V-2507S Pump (Standby) S
Motor
P-5621K Pump (Standby) N
Motor
P-9821L Pump Motor H
P-9616G Pump Motor G
And using the Excel export tool, export schematic Equipment data as an Excel output and modify
the record as shown below before re-importing the data.
New Record Description

V-2507S Pump Motor - (Modified data)
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Chapter 7
7 Creating and Editing Schematic Elements
Schematic Database elements can be created and edited using the Edit Members dialog or from the
schematic explorer context menu as described in the worked example below:
7.1 Creating and Editing Schematic Elements using Edit Member Function
This dialog can be used to efficiently create and edit multiple elements. Elements may also be deleted using
this feature.
To access this feature either
Selects the Edit Members option from the Edit menu:
Or right-click on an element in the Schematic Explorer and then select the Edit Members option.The
Edit Members dialog is then displayed.
Element data is displayed in a grid. The parent of the elements is displayed in the title bar
If the dialog was opened from the Schematic Explorer, the grid only displays elements that are
of the selected type that are below the current element in the database hierarchy, i.e. a filter is
automatically applied
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If the current element is changed, the list of displayed elements may change to reflect this, depending on the
setting of this button on the toolbar:
Edit Member Dialog Toolbar: This is used to create, duplicate and delete elements
Move
7.1.1 Creating Elements – Worked Example
Access the Edit members form, either by right-click on an element in the Schematic Explorer or select the
Edit Members option from the Edit menu The Edit Members dialog is then displayed.
If the dialog was opened from the Schematic Explorer, the grid only displays elements that are
of the selected type below the current element in the database hierarchy, i.e. a filter is
automatically applied.
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Then select the type of element to create from the dropdown list in Edit Member dialog toolbar. The list
only elements types which are applicable for creation beneath the Element type of the CE.
Select the required element, SCEQUIPMENT from the list provided
Select where the new the new elements for creation, are to be placed in the list of existing items. For
example to place the new element(s) at the bottom the list, select this toolbar button:
To place the new element(s) at the top of the list in the grid, select this button
To place the new element(s) directly above the currently selected element in the list select this toolbar
button
To change the database order of element(s) on the grid, select an element by click its row and use the
Selection bottons to scroll up and down the list of items. The “Selection” buttons are only
enabled if the Database Order icon is selected.
Select the number of instances elements to be created from this dropdown list in the toolbar: In this
case select
To create the new element, select the “Create item” button . The new element(s) are then created
To delete an element, select it from the grid and then select the delete button from the Edit Members
main toolbar.
Users can also navigate to the newly created

element in the schematic explorer by right
clicking on its row and select “Navigate To”
from the submenu.
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7.1.2 Duplicating Elements- Worked Example
To duplicate an element:
Select the element to be duplicated by clicking on its row
Select where the duplicate or duplicates are to be created in the list of

existing elements.
Select the number of duplicates to be created from this dropdown list in the toolbar:
To create the duplicates, select the “Copy Selected item” button
The name of a duplicate is the name of the original element prefixed with "Copy-of-". If
subsequent duplicates are made of the original element then each duplicated element is
prefixed with "Copy-([…])-of-[Element Name]", where […] is an incremental count of the number
of duplicates for that element.
7.1.3 Edit Elements - Worked Example
Before data in the grid can be edited, the required “interaction mode” must be selected. There are three
interaction modes:
Read Only: the data in the grid cannot be edited.

Single Cell Edit: a single cell may be edited at a time.
Bulk Cell Edit: multiple cells may be edited at a time.
To select the required mode,
Right-click on the grid and select the

Interaction Mode option from the
menu. And from the Interaction Mode
sub-menu select the required mode
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Single Cell Edit
Select the required mode (Single Cell Edit), and then click on the required cell to edit its contents
Then enter the new value as required.
Bulk Cell Edit
Select the required mode (Bulk Cell Edit) and then double click on the required cell places so that it can be
edited in the same way as in Single Cell Edit mode.
To select multiple cells in Bulk Cell Edit mode,
Single click on the required cell and use standard window selection methods (e.g. left mouse click plus Ctrl
and Shift keys) to select multiple cells
The Name column can not edited in Bulk Mode.

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Once multiple cells have been selected right click on the edited cell and Fill Down or Fill Up
The selected cells are then updated with the data contained within the first selected cell. This operation can
also be done by selecting Copy or Paste option from the sub-menu.
When a cell fails to be

updated, or cannot be edited,
then the likely reason will be
displayed as a tooltip
7.1.4 Configuration of the Grid - Worked Example
The edit members grid in which schematic elements and their attribute data is listed can be configured in a
numbers of ways such as:
Adding, Deleting, Re-ordering and Re-sizing Columns

Setting Cell Feedback Colours
Filtering Elements
Adding, Deleting, Re-ordering and Re-sizing Columns
To add or deletes the attribute columns displayed on the edit members grid. Right-click on the column
header of the grid and select the Column Setup option. The Column Setup form is then displayed.
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To add a column, select Add Column option and enter the required expression or select the required
attribute which the column will be based on from the pull-down list. And then Select Ok button to save the
column setup
Select the Add Standard Attributes option if required, to add the standard attributes of the
selected element type
The Edit Member grid is then updated with the created attribute column, with cells populated with the
selected attribute data
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Setting Cell Feedback Colours
To change the colour of the cell backgrounds,
Right click on the grid and select to the Feedback Colours option option from menu. From the feedback
colour sub-menu, select the option for the feedback colour to be changed as highlighted.
Select Reset Default Feedback Colours to restore the default settings from the sub-menu.
The default feedback colours are:
Read only: grey

Edit success: cyan
Edit fail: salmon
Filtering Elements
There are two facilities for filtering elements, accessed from the
Item type filtering

Attribute value filtering
Item Type Filtering
The display of elements can be restricted to those of a specific type.
Accessed from the Edit Element menu toolbar
To display elements of all types, select the No filter option.
The list of element types on the menu is restricted to those that may exist
under the current element in the database hierarchy.
To display a specific element (s) types, select the required element type from the list
the filter will be automatically applied.
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Attribute value filtering
Elements can be filtered so that only elements with a specific attribute value are displayed. This facility uses
a filter row which is displayed above the element grid.
If this is not displayed, right-click on the grid and select the

Enable Filtering option. The filtering row is then displayed
To set up the Attribute filter:
Click on pick list button from the filter row, select the required value from the displayed list and
click on Ok button as shown.
Users may enter text

directly in the filter row
to display the required
value.
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To remove the filter, click the Filter icon.
Saving Grid Configurations
Grid configurations can be saved for different combinations of element types which are displayed in the grid
as shown below;
To do this, select the Save grid Layout icon from the Edit Members toolbar as highlighted.
The dialog box is then displayed with a list of the current set of element types displayed in the grid to which
the configuration will apply to.
In the Comment textbox add comment, in this case Enter “Equipment and Pipeline Configuration”.
Then press the OK button to save the settings.
Users can save a number of configuration files for different combinabins of element types.
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Click on the Manage grid layouts icon from the edit member toolbar in order to view all the saved
configurations for the current user:
These configurations are serialised for each user to the file system (in the user’s Local Settings
folder), and will therefore be available the next time the Edit Members functionality is used in a
subsequent session of the Schematic Model Manager application
Layout files can be deleted from this dialog using the Delete Selected Layouts function on the
dialog.
7.1.5 Exporting Grid to an Excel Spreadsheet
A grid and its contents as currently displayed can be exported to an Excel spreadsheet. Right-click on the
grid and select the Export to Excel option from the menu as shown.
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7.2 Creating and Editing Schematic Elements using Schematic Explorer
Schematic Database elements can also be created and edited using Schematic Explorer context menu. This
feature is mainly used for creation of a single element as described in the worked example below
7.2.1 Create Schematic Elements using Schematic Explorer Context Menu
To create a single element, right-click on the element in the hierarchy beneath which the new element is to
be created.
For example, to create an SCEQUI element right-click on the relevant, schematic group (SCGROU)
element. If required a new SCGROU can be created as shown:
Select and right-click on the “Schematic WORL” from Schematic Explorer. The context menu is then
displayed. Select the required element type (in this case SCGROUP) from the New sub-menu.
Alternativetly SCGROUP can

also be created , by selecting
and right-clicking on existing
SCGROUP
The new element is created (SCGROU 1) without a name and is placed beneath the selected element in the
element hierarchy.
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To rename an element, select the element, right-click, and select the Rename option from the menu. The
Name dialog is displayed.
Enter the preferred name e.g “EQUIPMENT_GROUP” as shown. Click the Apply button and then after click
the Dismiss button to close the form.
Alternatively newly created or existing elements can also be renamed using the Attribute form,
accessed from Schematic Explorer context menu.
To create an SCEQUI element right-click on the newly created schematic group (EQUIPMENT_GROUP)
element. Select the required element type (Schematic Equipment) from the New sub-menu
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The new element is created without a name and is placed beneath the selected element in the element
hierarchy
Elements are shown in the Schematic Explorer with their TYPE and element sequence number
(SCEQUI 1) combined. The elements can be renamed if desired.
7.2.2 Editing Schematic Elements using Schematic Explorer Context Menu
Newly created or existing elements types attributes can be edited/modified using the Attribute form,
accessed from Schematic Explorer context menu as described below:
To edit / modify the schematic equipments attributes created in section 7.2.1:
Select the element (in this case SCEQUP 1), right-click,

and select the Attribute option from the context menu.
The Attribute dialog is displayed, showing the current element (CE) attributes.
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Then enter the new value as shown:
The background colours of cells indicate if the update is successfully or unsuccessfully. In this example the
update is successful
When a cell fails to be updated, or cannot be edited, then the likely reason will be displayed as
a tooltip
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Exercise 5 - Create and Edit Schematic Elements
Using the Edit Member feature create and update schematic equipments and its attributes beneath
the Schematic Group (“EQUIPMENT_GROUP”) created in section 7.2.1, using the record below:
New Record Description Suffix

V-2509S Pump (Standby) S
Motor
P-5623K Pump (Standby) N
Motor
P-9822L Pump Motor H
P-9614G Pump Motor G
And modify the record as shown below using Attribute form,
New Record Description

V-2509S Pump Motor - (Modified data)
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Chapter 8
8 Status Control
Status Control enables the user to control and report on the status of individual model objects as they
progress through their lifecycles. It can be applied to any model objects, e.g. tagged items, catalogue
components, drawings. The status levels are defined in the Lexicon module by the system administrator.
For further details, please refer to AVEVA Schematic Model Manager (Administration) TM3542
8.1 Using Status Controller in Schematic Model Manager
After the configuration setup, Login to Schematic Model Manager;
For further details on Status setup Configuration, please refer to AVEVA Schematic Model Manager
Training Guide (Administration) TM-3542
Select the Status Controller option.The Status Controller dialog is then displayed
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Select New layout from the Status Layout pull down window. The Select Layout Columns dialog is then is
then displayed.
Then select the check box of the required Status

definition, in this case “Status Management for
Revision” and click OK button
The schematic elements to which the status definitions apply will then be displayed, along with their status
values.
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The P&ID which have been imported into the database and have not yet had their status values set are
displayed.
Select the SCDIAG elements and from the right click menu select Edit Status option
Select the required status, in this example

“Issued to Engineer for check and
comment” .To apply to the element, enter
a comment if required, and click OK button
or Apply button.
The status is then set for the selected SCDIAG elements.
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AVEVA Plant (12.1)
To change the status of the element(s) “A1-51-2009-1 to the next status in the lifecycle, select it in the list
and click Promote from the Status Definition toolbar or by right-clicking on the element and select
Promote option .
The Status Management form is then displayed, enter a comment if required, and click OK button button.
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AVEVA Plant (12.1)
Select Status History from the right-click menu
Select Status History form is displayed
The statistical Report can be shown by selecting Statistical Report from the right click sub-menu. As shown
below.
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AVEVA Plant (12.1)
Exercise 6 -Status Control
1. Change the status of the listed schematic diagram in accordance with the lifecycle shown below:
Schematic Promote Value Demote Value

Diagrams
A1-51-2009-2 Revision0
A1-51-2009-3 ProcessFlowReview
A1-51-2009-4 LineLabelReview RevisionB
A1-51-2009-1 ConnectivityReview
2. Display the Statistical/graphical report in bar chart.
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Chapter 9
9 Compare /Update Feature
The Compare/Update feature is designed for use by Schematic Model Manager, Diagrams, Tags, Design,
Outfitting and Paragon.
The tool can compare and update data between Design, Schematic and Engineering databases, as well as
data from AVEVA Instrumentation and AVEVA Electrical. The integrating between two Dabacon databases
adds the capability to link objects using the linking capabilities shared with Schematic 3D Integrator.
This section covers comparison of attribute values for schematic instruments against corresponding
instruments data held in AVEVA Instrumentation, and updates of schematic database with values from
AVEVA Instrumentation.
9.1 Overview – Compare / Update Tool UI
The Compare/Update feature is accessed. By selecting Compare/Update option from the View menu. The
Compare/Update form is then displayed.
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AVEVA Plant (12.1)
Compare/Update Toolbar:
Logoff – Login/off –Accessing AVEVA Instrumentation
Accept All – To accept or reject all available changes on all objects compared
Filtering – To limit the number of rows displayed in the grid
Refresh – to re-read data
Update Database – To apply all the accepted changes to the database
Option – To configure how data in will be compared and displayed.
9.2 Accessing Instrumentation data from Schematic Model Manager
Instrument data from AVEVA Instrumentation can be accessed and compared against the Schematic
Database.
To do this;
First select Compare/Update from the View menu. The Compare/Update Window is then displayed.
Select AVEVA Instrumentation from the Source pull-down list as shown:
Click once on Login button from Compare/Update toolbar, to display “Select an AVEVA
Instrumentation Project” dialog
Then select the required Instrumentation project from the list of available instrumentation projects and
click Select button.
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AVEVA Plant (12.1)
If attribute mappings have not been set up, the user will be prompted to do this. If the Yes button is
selected the Options dialog used to define the attribute mappings is then displayed.
If element filtering has not been set up, the user will be prompted to do this. If Yes button is selected
the Filter window is displayed. This is used to define one or more filters to control the selection of
instrument Tags and Loops will be compared from AVEVA Instrumentation.
9.2.1 Compare /Update Instrumentation Data – Worked Example
This example covers comparison of attribute values for schematic instruments against corresponding
instruments data held in AVEVA Instrumentation, and updating the schematic database with values from
AVEVA Instrumentation
To do this;
Set the element type that will be compared and to map their respective attributes. By selecting the Options
tab from Compare/Update toolbar. The Options window is then displayed.
The Options window can also be accessed

when the user logs in to AVEVA
Instrumentation, If attribute mapping have
not been set up. Users will be prompted to
do this, via the Options window.
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AVEVA Plant (12.1)
In the Group field select required Group; in this case select Instruments from the pull down list. To set the
element types with common mappings, select Instruments or loop from the Group pull down list then
check the required types in the Common attribute applied for list.
Select the Map Attributes button from Options dialog and then the Attribute Mapping window will be
displayed. This is then used to define attribute mappings for selected instrument or loop types.
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AVEVA Plant (12.1)
To add an attribute mapping, select the “Common Instrument” from Element type field. Click on Aveva
Instrumentation Attribute and Schematic Attribute rows and from the pull down list, select a
corresponding or required attributes as shown.
A new row entry is created beneath,

at the completion of an attribute
mapping
.
Repeat the step to setup the attribute

mapping for Instrument loop if
required.
New rows can also be added or deleted by selecting the required row and then select add or remove from
the right click context menu as shown:
Once all the required mappings have been set up, press the OK button to save the mappings.
When mapping attribute between “AVEVA Instrumentation” and “Schematic Model”, If multiple
mappings are entered for the same Schematic Model attribute, the last available mapping will
be the one used.
Options and attribute mappings are automatically saved in the folder: C:\Documents and
Settings\<CurrentUser>\LocalSettings\ApplicationData\Aveva\PDMS\Aveva\SchematicIns
trumentationAddin.
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AVEVA Plant (12.1)
Once the element that will be compared and to map their respective attributes have been setup,
select the element type of the items that will be compared from the field next to the “Logoff from AVEVA
Instrumentation” icon as shown:
The compare process will start automatically, displaying a progress bar as it proceeds.
If attribute mappings have previously been set up the compare process will start automatically.
The compare process starts automatically following login to the AVEVA Instrumentation project
and selection of the element type to conduct the compare process on from the field next to the
“Logoff from AVEVA Instrumentation” icon
The results of the compare process will be displayed in the instrument grid. The Instrument Grid lists the
instruments retrieved from AVEVA Instrumentation and compared against the Schematic Database.The
Compare/Update form contains twoTabs
1. Instruments or Loops tab - lists all items compared, and also includes matched items, and changes
available for each.
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2. Attribute details tab - lists the individual attribute differences for each selected instrument or loop.
Selecting one or more rows in either tab will automatically select all the corresponding rows in
the other tab and will set the current element to the first instrument or loop in the selection. And
selecting an object in either of the Compare/Update tab will automatically select the
corresponding object in the schematic Explorer, if that object is available for update in the
schematic explorer.
Only instruments data that is available in both Aveva Instrumentation and Schematic Model DB
are matched during the compare process.
The Refresh button can be used to re-read the data from Aveva Instrumentation and Schematic
Model and as well as to repeat the compare process.
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9.2.2 Compare / Update Grid Description
In Compare/Update grid the following columns are set as default;
Accept column - displays check boxes showing the current choice for how the compared data will be
updated.
If the check box is checked – All attributes related to this item (01-PI-
527) will be updated into the Schematic Database when the user select
UpdateDB botton from the main Compare/Update toolbar.
If the check box is Semi-checked – This means some of the attributes for this object (01-PI-525)
will be updated in the Schematic Database.
If the check box is unchecked, no attributes for this

item will be updated into the Schematic DB, when
UpdateDB button is applied.
Matched Column - Cells in the matched column confirms if items in AVEVA Instrumentation database
(Source database) has matched with corresponding items in the Schematic DB (Target Database).
Value No - AVEVA Instrumentation item has no match with a Schematic

database item.
Value Yes – There is a matching object in the Schematic Database.
Matched Against column - lists the type of matching object in the Schematic DB
Not Matched – Displayed when object (s) is not matched.
When object is matched to an appropriate type, the elment type

of the matched item is displayed in this case the type is
SCOINSTRUMENT (SCOIN)
Examples of element types are SCOINS, SCINST, SCVALV SCACTU and SCLOOP
Wrong type: <type>: Displayed when object (s) is matched but not to an appropriate type.
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No of Changes column - lists how many attribute changes are available for update
Changed Attributes column - displays a comma separated list of the attributes whose values have
changed
Attributes to be Updated column - This displays the attributes with differences in values, which have been
selected for update
Users can add more columns from the available Aveva Instrumentation attributes to the grid
using Column Setup Option.
9.2.3 Updating the Schematic Database
The Update Datebase tool provides the user with the capability; to apply all the accepted changes from the
compare process result to schematic DB.
To access this functionality select the Update Datebase button from the Compare/Update main toolbar as
shown below.
Before applying changes to Schematic DB, users must first accept changes for Update. Using the following
methods to accept which attribute should be updated.
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Use the Accept All check box from the Compare/Update main toolbar as shown below,
to accept or reject all available changes on all objects compared.
Use the Accept check boxes in the Instruments tab or the Attributes Details tab to accept or reject all
available changes.
Instruments tab
Attributes Details tab
In the Attribute Details tab individual attribute changes for an object can also be accepted by
checking the Accept check box next to the required object.
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AVEVA Plant (12.1)
After accepting the required changes, select the Update Datebase button to apply all the accepted changes
to the Schematic Database. The Update Schematic Model Database dialog will be displayed showing the
statistics from the compare process and the changes accepted for update.
Then select Update button to apply the updates.
Once the update process has completed, the results summary will be displayed. The grid will be updated
with results messages as shown.
Click the Close button to close the Update Schematic

Database form:
The grid view will be updated to display any messages and errors, highlighting in the appropriate feedback
colours as shown
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If an update error occurs for a particular attribute, only that attribute will fail to update. Other
attributes on the same element will still be updated.
If no attributes are updated in the schematic database the following reasons should be considered:
There is no matching object in the Schematic Database for the object in AVEVA Instrumentation. In
this case the row is greyed out.
The object is matched and there are no attribute changes to update.
The AVEVA Instrumentation object is matched but the Schematic Database object is not an
appropriate type, these being SCOINS, SCINST, SCVALV, SCACTU, SCLOOP or a UDET based
on one of these types.
9.2.4 Compare Update/Update Filter
Filtering is useful to limit the number of rows displayed in the grid. For example using AVEVA Instrumentaion
project, if a large number of Instruments and Loops are present in the project, applying the filter tool controls
which Instrument data will be compared from AVEVA Instrumentation.
If element filtering has not been set up, the user will be
prompted to do this after login.
If the Yes button is selected the Filter window is then

displayed as shown below.
The Filter options can also be accessed by selecting the Filter icon from the Compare/Update
main toolbar.
To setup a Filter;
Select the required element

type from the Element pull
down window, in this case
Instrument
Select the Add Filter button

in the Filter window to add a
row.
Then select the required

attribute from the pull down
window, in this case AreaNo
Set the operator and the

value, in this case Operator
(Equals), Value (01-FT-520)
Select OK to save the filter. To display the filtered attribute in the grid, select Refresh icon from
Compare/Update main toolbar
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In this example only Item “01-FT-520” is displayed on the grid at the end of of the compare process.
Filters are saved to the same file and folder as the Attribute Mappings. To delete a filter, select
the row and click on the Delete Filter button.
A filter that has previously been saved will be applied to the data being read from AVEVA
Instrumentation. If the filter prevents required Instrumentation data from being displayed,
modify the Filter settings, then click Refresh in the toolbar and proceed with the compare
process.
9.2.5 Compare /Update Grid Configuration
The grid configuration menu can be accessed via a context menu by right clicking in any column title.
To display additional columns from the available AVEVA Instrumentation attributes in the grid;
Right click in any column title and select Column

Setup.
Set the Visible check box to to have the selected

column visible on the grid
If required, re-order the columns, by selecting a

particular column and use the shift buttons to re
order the selected columns if required.
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AVEVA Plant (12.1)
Then select OK button to update the current layout.
Grid Settings
Right click on any column title and select Settings option to display the settings submenu. Select any of the
grid settings to enable or disable the required function by clicking on the required settings as shown below.
The contents of the grid can

be exported to excel or
previewed before printing,
these options are accessed
from the right click menu in
any column title.
Feedback Colour Settings
To set feedback colours, right click in any column title, select Settings > Feedback Colours to display the
submenu.
Then select the required options, in this case Matched with Changes Row Colour to display
the colour selector dialogue for that category
In this case select the orange colour, as shown below
And then select the Dismiss button, to close the dialog.
To revert to the default colours, select the Reset button.
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Grid Context Menu
To access the Instrument Datasheet or Details, select and right click in any row in the Instruments or
Loops tab to display the context menu.
Select Instrument Datasheet to view the AVEVA Instrumentation datasheet for that object.
Select Instrument Details to view the AVEVA Instrumentation dialogue for that object.
The Attribute Details Tab does not have a context menu.
The Instrument Datasheet or Instrument Details option can also be accessed via the Schematic explorer
context menu, by right click on the required instrument.
The Instrument Datasheet or Details icon in Schematic explorer context menu is only visible
when the user is logged in to an Aveva Instrumentation database.
Grid layouts are automatically saved in the folder C:\Documents and Settings\<Current
User>\LocalSettings\ApplicationData\Aveva\PDMS\Aveva\SchematicInstrumentationAddin with
filenames of SchAiInstruments.xml and SchAiLoops.xml
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Exercise 7- Compare / Update Tool
1. Compare the attribute values for schematic equipments (Scequip) against corresponding equipment data
held in Design database and updating the schematic database with values from AVEVA Design.
Open Compare/Update window
Select Design Database from the Source pull-down list
Open the Options tab from Compare/Update toolbar and setup the required attributes mappings
that will be compared using the table below:
Design Database Attribute Schematic Attribute

Name Name
Description Description
Prefix Prefix
Suffix Suffix
Once the element attribute mapping have been setup, select the element type in this case Design
Equipment from the field next to the “Source” field as shown to start the compare process.
2. Updating the schematic database with the Design Equipment values from AVEVA Design.
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Chapter 10
10 Reporting Schematic Data
The AVEVA Plant Schematic database stores a large amount of 2D schematic information about each
element. The user can extract this data either graphically, in the form of diagrams, or in text form, in the form
of a report. This chapter describes the principles and practice of producing reports from the Schematic
database.
Reports on the Schematic database can currently be produced using 3 methods;
PDMS Template Reports (Standard Reporting)

PDMS Search Utility
Report Designer
10.1 PDMS Report Templates
The Schematic Model Manager application provides a number of pre-defined Report Templates.
The following report templates are provided:
SMMEquipmentList.tmp Equipment List

SMMInstrumentIndex.tmp Instrument Index
SMMLineList.tmp Line List
SMMLineListSCBRAN.tmp Line list based on SCBRANCH elements, one
per row
SMMLineListSCPLIN.tmp Line list based on SCPLINE elements
SMMNotReleasedItems.tmp Items which have been released
SMMOffPageConnectors.tmp All Off Page Connectors (including unconnected)
SMMReleasedItems.tmp Items which have been released
SMMUnconnectedOffPageConnectors.tmp Unconnected Off Page Connectors
SMMValveList.tmp Valve List
For further details please refer to ‘Reporting Reference Manual
10.2 Report Designer
The Report Designer add-in is an interactive visual report designer provided with AVEVA PDMS and AVEVA
Marine.
Report Designer enables users to create new reports, bind them to data, and pass them to another
workstation for loading into another instance of the Report Designer. In addition to report editing capabilities,
it allows the user to display print previews and to print reports and export or print reports in different format
such as PDF, HTML etc.
In Schematic Module Manager Report Designer is accessed by selecting Tools > Reporting > Run
Report or Designer from Schematic Model Manager main toolbar.
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AVEVA Plant (12.1)
The resulting feature can also be accessed from the Search Utility grid right click menu as shown below;
10.2.1 Report and Layout Template Creation –Worked Example
Using Report Designer, user can edit existing reports and create new reports template. The procedures for
editing and creating reports are described in the worked example below;
To create a new report layout template (using A4-portrait);
First, select Tools > Reporting > Designer from the Schematic Model Manager main toolbar, the
Report Designer dialog will be displayed as shown;
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AVEVA Plant (12.1)
Click on File > New from Report Designer main toolbar, New Report dialog is displayed as shown
below. This Dialog is used to select the layout template (a .repx file format) to be used as the basis for
the new report.
The New Report Dialog can also display by selecting button from Report Designer Main
Toolbar. If there is another report already loaded in the Designer, then the user is asked
whether this report should be saved before it is replaced with the new one.
Click on the Look In drop-down to select the template layout location, in this example select “Product” as
shown
These locations can be found in the following file paths:
Product: %PDMSDFLTS%\Data\Reports
Project: %<PRJ>INFO%\Reports
User: %PDMSUSER%\Data\Reports
Browse… to look for layout templates in an alternative folder.
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Once a folder has been selected, the layout templates in that folder are listed in the Layout Template tab.
Click on a template to view a preview of it. As shown;
Then click on Create button from New Report Dialog to select a template and exit the window. A new report
layout is then created based on the selected template and displayed in the Designer tab as shown below;
For further details on changing page settings, border widths for a report, please refer to
Reporting User Guide.
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10.2.2 Bind Report Layout Template to Dabacon Project Data – Worked Example
Once a report layout has been created, project data can be bind to the layout template using Data Source
Wizard as described below.
In this worked example, bind the Report layout template created in worked example in Section 10.2.1 to
Equipment (SCEQUIP) data in Schematic Database project database using Data Source Wizard form.
To do this;
Click Data Source from Report Designer main toolbar, Data Source Wizard dialog is displayed as shown
below.
Click New radio button if it is not selected by

default and then select Next button to continue.
There are three options as described below are provided;
Use New to define a new data source
Use Copy to select an existing data source
Use Edit to modify the data source of the current report (this option is not available if the
current report does not have a data source defined for it)
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Selecting Next button, displays the Properties dialog
In the Name field enter require name, in this

example enter “Equip List”
In the Description field enter require description; in

this example enter “Equipment List”
Click Next button from the Properties dialog. The Base Element Types dialog of the wizard is then
displayed. Select prefered element type (in this case SCEQUIP), as the base element type for the report.
The list of elements shown may be filtered by typing in the filter box as shown
The Database Type Filter may

be applied by selecting the
required database from the
Database Types Filter field pull-
down list highlighted.
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Select the prefered element type in this case SCEQUIP by clicking on them and use the arrow buttons to
move the selected elements for the data source to the Base Element Types section as shown below.
The Ctrl and Shift keys may be used

to make multiple selections
Click Next button from the Base Element Types dialog. The Filters dialog of the wizard is then displayed.
Filters may be added to limit the

elements returned by the data
source. These filters maybe simple
attribute based comparisons, or
more complex PML1 expressions.
Enter attribute based comparison

filters in the Attribute Filters box.
Enter PML1 expression filters in the
Expression Filters box.
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To add a new filter click on Add Filter button, select the required attribute (in this case “Name”) to apply the
filter to and select the appropriate “Operator” which is this case “Contains”. Then enter the required
Operator “Value” (in this case “/P”) as shown below.
Multiple filters may be defined. To

delete a filter, select it from the list of
filters and select the appropriate Delete
Filter button.
Click Next button from the Filter dialog. The Columns form of the wizard is then displayed.
The Columns dialog or page

allows user(s) to select the
attributes to be included in the
report for the selected element
types.
The attributes of the base

elements of the data source are
displayed in the Available
Columns box. If multiple
elements have been selected for
the data source, then either all
attributes of these element types
may be listed by clicking All
Attributes, or only those
common to all the selected
element types may be selected
by clicking Common Attributes
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AVEVA Plant (12.1)
To add attribute column to the Data Source Columns pane, which will be included in the report, click on the
preferred attributes and use the arrow buttons highlighted below to move the selected columns to the Data
Source Columns box as shown below.
For multiple selections, press Ctrl

and Shift keys from the keyboard
Click Finish button when the data source definition is complete. The data source is then saved inside the
report and the Field List on the right-hand side will display the attributes selected in the Data Source wizard
as shown:
The data source may be edited by selecting Edit option of the Data Source Wizard
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AVEVA Plant (12.1)
Select Equip List from Field List, Drag and drop the desired attributes to the Detail section in the report. As
shown below.
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AVEVA Plant (12.1)
Use the Standard Control functions to add Page Header, Report Header and Company Logo if required as
shown:
Click Preview tab to see a preview of current layout with the first 20 records available from the associated
data source:
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AVEVA Plant (12.1)
Click on Run Report as shown below to run the report definition with the actual data available from the bind
data source.
Select the Watermark Icon from the Run Report dialog to insert ghosted text as shown, if required.
The report can be saved, export or print in different format such as shown.
For further details, on Report styles, conditional formatting and types please refer to Reporting User
Guide.
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Click on Save button from Report Designer main toolbar as highlighted below or menu option to save the
current report definition as a report definition or report layout.
Enter appropriate File name, in this case enter “Equipment List” as shown and Click on Save button to save
the file.
The file is save to User:

%PDMSUSER%\Data\Reports as
shown
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AVEVA Plant (12.1)
10.2.3 Running an Existing Report Definition / Report Layout –Worked Example
Reports can also be generated by opening an existing report or layout template, the procedures are
described in the worked example below;
Running an Existing Report Definition - A Worked Example
In this worked example, run a report based on existing Equipment list Report Layout created in Example 1
above, modify the layout and save it as a new report.
To do this;
Select Tools > Reporting > Run Report from Schematic Model Manager main toolbar, the Run Report
dialog will be displayed as shown below;
Select the appropriate location in this case (User directory) from the Look In pull down window to display
saved Report Definitions as shown
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AVEVA Plant (12.1)
Select the required report definition to preview the layout as shown:
Then click on Run button from the Run Dialog to run the report based on the selected Report template
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AVEVA Plant (12.1)
10.2.4 Saved Search Setup and Export to Excel
The standard Search feature can be used to configure a search which returns, in a grid, the attributes
required to generate Line list , Equipment List etc.
To access the Search Utility, if not already open, select Search from the View menu.
Create a search with the following criteria:
Schematic Model Manager Searches can be accessed by opening the saved Searches section at the
bottom of the Search utility
Then select the Database type (Schematic) the search will be applied to from the Search filter section on the
Search Utility.
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AVEVA Plant (12.1)
Any of the searches can be run by using the next dropdown list to select the required search in this case
Line List-SCPLIN
Click on the Search Tab as shown
The Search Results grid will be displayed.
Users can setup additional configuration rules if required for SCPLINE and SCBRANCH to
specify the following; elements to be included in the line list, to generate the text displayed in
the line list for the From and To attributes, and how diagram names are displayed in the line list.
For further please refer to AVEVA Schematic Model Manager Training Guide
(Administration) TM-3542
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AVEVA Plant (12.1)
Right-click on a column heading, and from the right click menu that is then displayed, select Column
Setup… and add desired attribute columns.
The Column Setup dialog is then displayed. Enter the following columns as shown below and then press
the OK button.
The Search Results grid will be automatically populated with the set attribute values.
For more details on Column Setup, please refer to section 7.1.4
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To export the example line list to Microsoft Excel:
Right-click on a column heading, and from the right-click menu that is then displayed, select Export
to Excel...
A Save As dialog will then be displayed. Enter meaningful name for the exported line list, in this
example "LineList" is used.
The saved search results will then be exported as an Excel spreadsheet file.
The file will contain your line list data, including your defined column headings, and some default formatting.
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AVEVA Plant (12.1)
10.2.5 Running Quick report From Search Result Grid – Worked Example
The results of a search may be sent from the Search Results grid to the reporting tool for formatting.
To use the Quick Reports feature, activate the right-click menu available from any column heading in the
Search Results grid, and select Quick Report.
The Quick Report dialog will then be open. Select

a Layout Template to use for the quick report and
select Open button.
If you have already designed a layout template for use with this Saved Search, then select that Layout
Template. And if any of the default layout is selected you will then be prompted to confirm if you want to
default layout to be applied as shown below:
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AVEVA Plant (12.1)
If Yes’ button is selected, the Reporting Tool will automatically place the fields in your Search Results grid
into a system generated table placed directly in your Quick Report and displayed in Preview Tab. as shown
below.
Select this option when the search results grid contains a small number of fields
The Preview shown in a Quick Report includes all data supplied by the Search Results grid. Data Source,
Scope and Run buttons are disabled in a Quick Report preview. Data source is not required as the source of
data for a Quick Report as this is achieved from the ‘Search Results Grid’.
If you are using a Saved Search and have selected a Layout Template, which you have already
designed for use with the Search, then do not select ‘Yes’ button, as the Default Layout will
overwrite your Layout Template.
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AVEVA Plant (12.1)
Exercise 8 - Reporting
1. Using the Quick Report functionality, run a report from search result generated from schematic pipeline
2. Save the report in pdf file format.
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Chapter 9
11 Troubleshooting
AVEVA Schematic Model Manager has some known limitations at this time and in this next section we will
discuss some of these and some of the error messages.
11.1 Overview
The XML files for importing will contain engineering items and graphical data. There is a validation check on
XML files prior to importing so these must be consistent and comply with the ISO 15926 schema definition.
If on import a file is found to be invalid, an error message is displayed, listing the invalid file. The error must
be corrected for this file to be imported; there is no partial import option.
11.2 Import Errors
XML files are validated prior to Import to confirm that they comply with the AVEVA ISO 15926 shema.
Invalid XML files are identified and are not imported. Error messages will indicate the type of problem
encountered but not exactly where the problem is. Investigation of the xml file is sometimes necessary to
locate the problem. Any issues must be resolved in the source application for the import process to proceed
with the invalid file.
In the following example an attempt is made to import an invalid xml file. The application identifies that this
file is invalid due to the polyline element having incomplete content and it indicates that ‘Coordinate’ is
expected but not found.
Investigation of the xml file using Notepad reveals that a polyline element should have a description like this,
<PolyLine NumPoints="2">
<Presentation Layer="0" LineType="Solid" LineWeight="0.5" Color="White" R="1" G="1" B="1" />
<Extent>
<Min X="368" Y="380" Z="0"/>
<Max X="372" Y="380" Z="0"/>
</Extent>
<Coordinate X="372" Y="380" Z="0"/>
<Coordinate X="368" Y="380" Z="0"/>
</PolyLine>
Use the Notepad Find option to locate the first occurance of “Polyline”. Then find the Polyline bounding tags
(shown in blue font) for that Polyline element.
From the text above we can see that the content includes information about the polyline presentation, layer,
color etc, and information about the polyline graphics, including 2 coordinate lines. Now all we have to do is
locate all polyline elements that have no coordinate content.
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AVEVA Plant (12.1)
Using the Notepad Find option, locate every occurrence of </PolyLine> looking for missing coordinate lines.
Eventually the following polyline should be located with missing coordinates,
<PolyLine >
<Presentation Layer="AS_EQU" LineType="Solid" LineWeight="0.5" Color="92" R="0" G="0.8"
B="0" />
<Extent>
<Min X="477" Y="274" Z="0"/>
<Max X="505.09" Y="287" Z="0"/>
</Extent>
</PolyLine>
Using the coordinates we can now locate the polyline on the P&ID. In this instance the problem is due to the
shell ends on the heat exchanger symbol being an unsupported entity (curved polyline).
Once all the problems are fixed on the source P&ID the subsequent xml output file can then be imported into
Schematic Model Manager.
Look out for incomplete content as above caused by using unsupported entities, foreign language
characters in xml file, and incorrect format of values (text value instead of numerical) or incomplete item
descriptions.
Discuss known limitations:
Some Process link arrangements in Aveva P&ID are not currently supported
Entities (Acad) not supported by the XML schema:Splines, curve polylines, linetypes other than the 6
supported by xmplant, shapes, filled entites, hatch, Unicode fonts, big fonts, ellipses that have been
scale up or down
HVAC or Electrical item Import is not currently supported
Element names (pre 12.0.0.2 are raw tag values and are not configurable)
Units of measure is a fixed unit for each measured type
150
Appendix A
Appendix A
ISO 15926 Generic Types
Listed below is a sample list of ISO 15926 Item Types and the associated GTYPE / SCTYPE values.
ISO 15926 Description GTYPE SCTYPE

ACTIVATED CARBON FILTER FILT
ANGLE GLOBE VALVE VALV GLOB
ANGLE VALVE VALV
BAG FILTER FILT BAG
BALL VALVE VALV BALL
BASKET STRAINER FILT
BELLOWS PCOM EX
BLIND FLANGE FBLI
BUTTERFLY VALVE VALV BFLY
CAP CAP
CARTRIDGE FILTER FILT CART
CHECK VALVE VALV CHK
CLOSED GLOBE VALVE VALV GLOB
COLUMN
CONCENTRIC REDUCER REDU CONC
CONTROL VALVE INST CV
DIAPHRAGM ACTUATED BALL VALVE VALV CV
DIAPHRAGM ACTUATED GENERAL VALVE VALV CV
DIAPHRAGM VALVE VALV DIA
DIVERTER VALVE VALV DIV
DUPLEX STRAINER FILT
ECCENTRIC REDUCER REDU ECC
EXCESS FLOW VALVE VALV
EXPANSION JOINT PCOM EX
FILTER FILT
FLAME ARRESTOR PCOM FT
FLANGE FLAN
FLANGED NOZZLE
FOUR WAY VALVE VFWA
FUNNEL PCOM TU
GATE VALVE VALV GATE
GLOBE VALVE VALV GLOB
INSTRUMENT INDICATOR
LIFT CHECK VALVE VALV CHK
NEEDLE VALVE VALV
NOZZLE NOZZ
ORIFICE PLATE INST OP
PARALLEL SLIDE VALVE VALV SLIDE
PILOT OPERATED RELIEF VALVE VALV RV
PINCH VALVE VALV PINCH
PIPE CONNECTION FLAG (FORWARD)
PIPE CONNECTION FLAG (IN-BOUND)
PIPE CONNECTION FLAG (OUT-BOUND) www.aveva.com
151
AVEVA Plant (12.1)
PIPE TEE TEE

PLUG PCOM PL
PLUG VALVE VALV PLUG
PRESSURE RELIEF VALVE VALV RV
PRIMARY LINE SEGMENT
RELIEF VALVE VALV RV
ROTARY VALVE VALV ROTARY
RUPTURE DISC INST DR
SAFETY VALVE VALV
SIGHT FLOW INDICATOR PCOM SG
SIGHT GLASS PCOM SG
SPECTACLE BLIND PCOM SB
STEAM TRAP TRAP
STOP CHECK VALVE VALV CHK
STRAINER FILT
SWING CHECK VALVE VALV CHK
THREE WAY BALL VALVE VALV
THREE WAY VALVE VTWA
VACUUM RELIEF VALVE VALV RV
VALVE VALV
VERTICAL PUMP
For more information please refer to ISO 15926 or http://www.w3.org/ or http://www.iso.org/iso/
152
Appendix D
Appendix B
Generic Types (Piping Components)
GTYPE - a word attribute indicating the generic type of the PDMS Piping Component, selected from the
following list. Selected choice should consider 3D activities and output.
For more information please refer to the PDMS 12 Isodraft Admin Guide.
ATTA attachment
BEND pipe bend
CAP end cap
CLOS closure
COUP coupling
CROS cross piece
DUCT ducting
ELBO fitting elbow
FBLI blind flange
FILT filter
FLAN or FLG flange
FTUB fixed length tube
GASK gasket
HELE hanger element
INST instrument
INSU insulation
LJSE lap joint stub end
NOZZ nozzle
OLET weldolets
PCOM pipe component
REDU reducer
SHU standard hook-up
TEE fitting tee
TRAC tracing
TRAP steam trap
TUBE implied tube
UNIO union
VALV valve
VENT open-ended pipe or vent
VFWA four-way valve
VTWA three-way valve
WELD weld
www.aveva.com
153

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7.1.3 Edit Elements - Worked Example ............................................................................................ 92

To provide a clear understanding of the AVEVA Schematic Model Manager application.

This training course requires;

1.4 Course Structure

1.5 Using this guide

2 Introducing AVEVA Schematic Model Manager

2.2 Operating Principles

2.3 Entering AVEVA Schematic Model Manager

In the Project field, select the pulldown window

In the Username textbox Enter SYSTEM

In the Password textbox Enter XXXXXX in

A default screen layout will be displayed.

3 Schematic Model Manager Basic Use

3.1 Schematic Model Manager User Interface

3.1.1 File Menu

The menu structure comprises the following functions;

The import submenu is used for importing drawings and data

Diagrams - Used to locate & import a single XML files. See

Import Diagram Set -Used to locate & import group or set of

Excel/CSV - Used to import data from Excel and CSV

Diagram Set Editor -Used to create and edit diagram sets.

3.1.4 Edit Menu

3.1.5 View Menu

For more details please refer to the Plant Diagrams Administraion

Diagrams: This option is used to view imported diagrams. See Viewing

Schematic Explorer option is used to access the

Design Explorer option is used to access the

System Explorer option is used to access the

3.1.6 Tools Menu

Diagram Connector: Accesses the Diagram Connector, which is used to

Attribute Derivation Rules: Accesses facilities to set up rules that will

Attribute Mapping: Accesses facilities to map system/project specific

GTYPE Mappings: Accesses facilities to edit the mappings between

Project Options: Accesses facilities for specifying project-wide configuration settings.

3.1.7 SMM Toolbar

Accesses the facility for importing data from Excel files.

Accesses the facility for exporting data to Excel file.

Used to import a diagram set.

Used to import a single diagram.

Used to set the release status of the current element.

3.1.8 Schematic Model Viewer Toolbar

This is discussed in Section 5.2 Schematic Model Viewer.

3.2 Schematic Model Manager Explorer

The Schematic Model Manager Explorer is then displayed:

STLNKW : Status Link World

STLNKS : Groups of Status Links

SCGROU: Administrative elements containing groups or elements.

SCPLIN – Schematic Group /Pipelines

SCEQUI – Schematic Group /Equipment

SCOINS – Schematic Group /Offline instruments

SCOINS: Offline instruments

SCDIAG – Schematic Group /Diagram Elements

SCDIAG: Diagram elements.

SCLOOP – Schematic Group / Schematic loop

SCLOOP: Schematic instrument loop.

SCACTUATOR – Schematic Group / Schematic

SCACTU: Schematic actuator.

SCILINE - Schematic Group /Schematic Instrument

SCILIN: Schematic instrument line.