TM-3502 AVEVA Plant (12.1) Diagrams PID Designer Rev 1.0

AVEVA Plant
(12.1)
TRAINING GUIDE
AVEVA Diagrams
P&ID Designer
TM-3502
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AVEVA Plant (12.1)
Diagrams P&ID Designer TM-3502
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AVEVA Plant (12.1)
Revision Log
Date Revision Description of Revision Author Reviewed Approved
27/10/2011 1.0 Approved for Training 12.1.1 SS DB BT
Updates
All headings containing updated or new material will be highlighted.
Suggestion / Problems
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Training and Product Support at tps@aveva.com
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Disclaimer
1.1 AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free
from viruses.
1.2 AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar losses;
loss of anticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of data or
information; any special, indirect, consequential or pure economic loss, costs, damages, charges or
expenses which may be suffered by the user, including any loss suffered by the user resulting from the
inaccuracy or invalidity of any data created by the AVEVA software, irrespective of whether such losses are
suffered directly or indirectly, or arise in contract, tort (including negligence) or otherwise.
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performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year in which the
user's claim is brought.
1.4 Clauses 1.1 to 1.3 shall apply to the fullest extent permissible at law.
1.5 In the event of any conflict between the above clauses and the analogous clauses in the software
licence under which the AVEVA software was purchased, the clauses in the software licence shall take
precedence.
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AVEVA Plant (12.1)
Copyright
Copyright and all other intellectual property rights in this manual and the associated software, and every part
of it (including source code, object code, any data contained in it, the manual and any other documentation
supplied with it) belongs to, or is validly licensed by, AVEVA Solutions Limited or its subsidiaries.
All rights are reserved to AVEVA Solutions Limited and its subsidiaries. The information contained in this
document is commercially sensitive, and shall not be copied, reproduced, stored in a retrieval system, or
transmitted without the prior written permission of AVEVA Solutions Limited. Where such permission is
granted, it expressly requires that this copyright notice, and the above disclaimer, is prominently displayed at
the beginning of every copy that is made.
The manual and associated documentation may not be adapted, reproduced, or copied, in any material or
electronic form, without the prior written permission of AVEVA Solutions Limited. The user may not reverse
engineer, decompile, copy, or adapt the software. Neither the whole, nor part of the software described in
this publication may be incorporated into any third-party software, product, machine, or system without the
prior written permission of AVEVA Solutions Limited, save as permitted by law. Any such unauthorised
action is strictly prohibited, and may give rise to civil liabilities and criminal prosecution.
The AVEVA software described in this guide is to be installed and operated strictly in accordance with the
terms and conditions of the respective software licences, and in accordance with the relevant User
Documentation. Unauthorised or unlicensed use of the software is strictly prohibited.
Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved. AVEVA
shall not be liable for any breach or infringement of a third party's intellectual property rights where such
breach results from a user's modification of the AVEVA software or associated documentation.
AVEVA Solutions Limited, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom
Trademark
AVEVA and Tribon are registered trademarks of AVEVA Solutions Limited or its subsidiaries. Unauthorised
use of the AVEVA or Tribon trademarks is strictly forbidden.
AVEVA product/software names are trademarks or registered trademarks of AVEVA Solutions Limited or its
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The copyright, trademark rights, or other intellectual property rights in any other product or software, its
name or logo belongs to its respective owner.
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Contents
1 Introduction .............................................................................................................................................. 9
1.1 Aim .................................................................................................................................................... 9
1.2 Objectives ......................................................................................................................................... 9
1.3 Prerequisites .................................................................................................................................... 9
1.4 Course Structure .............................................................................................................................. 9
1.5 Using This Guide.............................................................................................................................. 9
2 AVEVA Diagrams ................................................................................................................................... 11
2.1 Overview ......................................................................................................................................... 11
2.2 Main Diagram Operating Principles ............................................................................................. 12
2.3 Accessing the Diagrams Application .......................................................................................... 12
2.3.1 Application Mode and Settings................................................................................................. 14
2.4 Toolbars .......................................................................................................................................... 15
2.4.1 Standard Toolbars .................................................................................................................... 15
2.4.2 Object Toolbar .......................................................................................................................... 15
2.4.3 P&ID Toolbar ............................................................................................................................ 15
2.4.4 History Toolbar ......................................................................................................................... 16
2.4.5 Naming Toolbar ........................................................................................................................ 16
2.4.6 Schematic Model View Toolbar................................................................................................ 16
2.4.7 Find in drawing Toolbar............................................................................................................ 16
2.5 How to Create a Group .................................................................................................................. 17
2.6 Session Defaults ............................................................................................................................ 17
2.6.1 Default Groups ......................................................................................................................... 17
2.6.2 Default System ......................................................................................................................... 18
2.6.3 Default Attributes ...................................................................................................................... 18
2.7 System Explorer ............................................................................................................................. 19
2.8 Message Log .................................................................................................................................. 20
2.9 Creating a New Diagram (No Template) ...................................................................................... 21
2.10 Creating a New Diagram (With Template) ................................................................................... 21
2.11 How to Save a Diagram ................................................................................................................. 22
2.12 How to Copy a Diagram ................................................................................................................. 22
2.13 Open an Existing Diagram ............................................................................................................ 24
2.14 Open an Existing Stencil ............................................................................................................... 24
Exercise 1 – Basic setup Requirements ..................................................................................................... 25
3 Working with the Diagram Application ................................................................................................ 27
3.1 Schematic Explorer ....................................................................................................................... 27
3.2 The Diagram Drafting Canvas ....................................................................................................... 28
3.3 Shape Data Window ....................................................................................................................... 29
3.4 Create Pipeline (Database Element) ............................................................................................ 29
3.5 Create Pipeline (Placing on the Diagram) ................................................................................... 31
3.6 Adding an Inline Pipe Component (Valve) .................................................................................. 33
3.7 Adding an Inline Pipe Component (Tee) ...................................................................................... 34
3.7.1 Manual Tee Insertion ............................................................................................................... 34
3.7.2 Automatic Tee Insertion ........................................................................................................... 35
3.8 Adding an Inline Pipe Component (Reducer) ............................................................................. 36
3.9 Adding Equipment (Vessel) .......................................................................................................... 36
3.10 Adding a Nozzle to the Equipment ............................................................................................... 38
3.11 Setting Initial 3D Position for the Equipment .............................................................................. 39
3.12 Area Shapes ................................................................................................................................... 39
3.13 Catalogue Search ........................................................................................................................... 41
3.13.1 Catalogue Search Explorer ...................................................................................................... 42
3.13.2 Catalogue Search Customize .................................................................................................. 44
3.14 Selection Tables ............................................................................................................................. 45
3.15 Assigning a Catalogue Reference to an Equipment .................................................................. 46
3.16 Naming Elements ........................................................................................................................... 46
3.16.1 Autoname CE ........................................................................................................................... 47
3.16.2 Autoname CE and Offspring .................................................................................................... 47
3.16.3 Autoname Offspring Only ......................................................................................................... 47
3.16.4 Auto Rename CE .....................................................................................................................
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3.16.5 Auto Rename CE and Offspring............................................................................................... 47
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AVEVA Plant (12.1)
3.16.6 Auto Rename Offspring Only ................................................................................................... 47

3.16.7 Rename Elements .................................................................................................................... 48
3.17 Working with Units......................................................................................................................... 49
3.18 Pipe Destination Elements ............................................................................................................ 50
Exercise 2 – Diagram Creation ..................................................................................................................... 51
4 Diagrams Options .................................................................................................................................. 53
4.1 General Options ............................................................................................................................. 54
4.1.1 System Configuration ............................................................................................................... 54
4.1.2 Settings Stored in Drawing....................................................................................................... 54
4.1.3 Annotation settings ................................................................................................................... 55
4.1.4 Pipe Dimensioning ................................................................................................................... 55
4.1.5 Instrumentation Dimensioning.................................................................................................. 56
4.1.6 Catalogue Search Settings ...................................................................................................... 56
4.1.7 Auto Formatting Rules Options ................................................................................................ 57
4.2 Element Options............................................................................................................................. 57
4.2.1 Attribute Presentation ............................................................................................................... 58
4.2.2 Referenced Attributes .............................................................................................................. 59
5 Additional Diagram Functions.............................................................................................................. 61
5.1 Off-Page Connectors ..................................................................................................................... 61
5.2 Define / Undefine ............................................................................................................................ 63
5.3 Instrumentation .............................................................................................................................. 64
5.3.1 Offline Instruments ................................................................................................................... 64
5.3.2 Control Valves and Actuators................................................................................................... 65
5.3.3 Instrument Relationship Shapes .............................................................................................. 66
5.3.4 Instruments Lines and Loops ................................................................................................... 66
5.4 Replace Symbol ............................................................................................................................. 68
5.4.1 Manually Replacing the Symbol ............................................................................................... 68
5.4.2 Replace Symbol from Catalogue ............................................................................................. 68
5.5 Auto Formatting Rules .................................................................................................................. 69
5.6 Splitting Pipelines .......................................................................................................................... 71
5.7 Joining Pipelines............................................................................................................................ 72
5.8 Deleting Elements .......................................................................................................................... 73
5.9 Edit Members.................................................................................................................................. 73
5.10 Reference List ................................................................................................................................ 74
5.11 Hierarchy......................................................................................................................................... 74
5.11.1 Reverse Order .......................................................................................................................... 74
5.11.2 Reorder .................................................................................................................................... 75
5.12 Changing a Pipe Specification ..................................................................................................... 76
5.13 Annotation and PML1 Expressions.............................................................................................. 76
5.13.1 Attribute Presentation Notation ................................................................................................ 76
5.13.2 PML1 Expressions ................................................................................................................... 77
5.14 Refit ................................................................................................................................................. 77
5.15 Resize .............................................................................................................................................. 78
5.16 SpecSearch..................................................................................................................................... 79
5.17 Reverse Direction........................................................................................................................... 79
5.18 Reverse Direction of a Branch...................................................................................................... 80
5.19 Insert Cad Drawing ........................................................................................................................ 81
5.20 Export to AutoCAD ........................................................................................................................ 81
5.21 Excel Import and Export ................................................................................................................ 82
5.22 Find in Drawing .............................................................................................................................. 83
Exercise 3 – Diagram Creation Continued .................................................................................................. 84
6 Diagram Pre Release Checks / Release Status .................................................................................. 87
6.1 Consistency Check ........................................................................................................................ 87
6.2 Highlight Changes ......................................................................................................................... 88
6.3 Item List .......................................................................................................................................... 92
6.4 Status Control ................................................................................................................................ 93
6.4.1 Activating the Status Controller ................................................................................................ 94
6.4.2 Status Control Toolbar ............................................................................................................. 94
6.4.3 Changing the Elements‟ Status ................................................................................................ 95
6.4.4 Removing Status ...................................................................................................................... 95
6.4.5 Status History ........................................................................................................................... 96
6.4.6 www.aveva.com
Statistical Reports .................................................................................................................... 96
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AVEVA Plant (12.1)
6.4.7 Additional Graphical Report Features ...................................................................................... 99

6.4.8 Saving a Status Layout ............................................................................................................ 99
6.5 Releasing Information to 3D (Overview) .................................................................................... 100
6.5.1 Setting the Release Status..................................................................................................... 101
6.5.2 Visualize Release and Link Status ......................................................................................... 102
6.6 Compare/Update .......................................................................................................................... 103
6.6.1 Compare/Update with AVEVA Instrumentation ..................................................................... 103
6.6.2 Compare/Update with Design Database & AVEVA Engineering ........................................... 108
6.7 Batch Job ...................................................................................................................................... 112
6.7.1 Batch Update.......................................................................................................................... 113
6.7.2 Batch Consistency Check ...................................................................................................... 117
6.7.3 Batch Print .............................................................................................................................. 118
7 Schematic Model Viewer ..................................................................................................................... 119
7.1 Overview ....................................................................................................................................... 119
7.2 Starting the Connection Model Viewer ...................................................................................... 119
7.3 Navigating Around the Pipework Network ................................................................................ 120
7.4 Showing Attributes ...................................................................................................................... 122
7.1 Settings ......................................................................................................................................... 123
Exercise 4 – Schematic Model Viewer ....................................................................................................... 124
8 Generating Reports ............................................................................................................................. 125
8.1 Report Designer ........................................................................................................................... 125
8.2 Visio Reports ................................................................................................................................ 126
8.3 Running a Report from a Saved Template ................................................................................ 127
8.4 Quick Reports............................................................................................................................... 128
8.5 Line List Configuration ................................................................................................................ 129
Exercise 5 – Run a Report .......................................................................................................................... 129
9 Appendix A ........................................................................................................................................... 131
9.1 Generic Types (Piping Components) ......................................................................................... 131
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AVEVA Plant (12.1)
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CHAPTER 1
1 Introduction
The AVEVA Diagrams application supports the creation of Piping and Instrumentation Diagrams (P&ID),
HVAC and Cabling drawings for the various disciplines involved. The application is based on the AVEVA
Design Platform GUI and diagram layouts are created using an embedded Microsoft Office Visio drawing
control. All relevant data entered through the application is stored into the Schematic Database. The training
course will be taken by process engineers or draftsmen, and will provide the necessary skills to use the
AVEVA Diagrams application. The functions available in the application include standard MS Visio functions,
some standard Design functions, and specific AVEVA Diagrams functions.
1.1 Aim
Over the duration of this training, the participants will learn to use the AVEVA Diagrams application, be
familiar with the creation and modification processes thoroughly, and prepare their design to release.
1.2 Objectives
 To have a clear understanding of the AVEVA Diagrams application

 To be able to use symbols and stencils
 To be able to use the Autonaming function
 To be able to use OPC‟s, split pipelines, join pipelines etc.
 To be able to run pre release checks and produce item lists
 To be able to create and understand the functions of the schematic model viewer
 To be able to generate Schematic reports
1.3 Prerequisites
It is necessary to have a good understanding of the rules and conventions in the AVEVA Plant Design
systems, the participants should have already completed the AVEVA Plant Design Foundations course and
have some experience of Microsoft Visio 2007 or 2010.
1.4 Course Structure
The training will consist of oral and visual presentations, demonstrations and set exercises. Each
workstation will have a training project, populated with model objects. This will be used by the trainees to
practice their methods, and complete the set exercises.
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 click actions are indicated by bold turquoise text.
Information the user has to key-in will be in red bold and italic text.
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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AVEVA Plant (12.1)
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CHAPTER 2
2 AVEVA Diagrams
2.1 Overview
AVEVA Diagrams is an application that supports the creation of Piping & Instrumentation, Cabling and
HVAC diagrams. The application is based on the AVEVA PDMS Design Platform General User Interface
(GUI) and Diagram layouts are created using an embedded Microsoft Office Visio drawing control. All
relevant data entered through the application is stored into a Schematic Database inside Dabacon. The
functions available through the application menus include standard MS Visio functions, standard AVEVA
PDMS functions, and specific AVEVA Diagrams functions.
The object data created through the AVEVA Diagrams application will be stored in a Schematic database. It
will be possible to re-use this data for 3D modelling through the use of the Schematic-3D-Integrator.
Dabacon DB
Diagram Model
Object Data
Schematic Schematic
AVEVA Database 3D
Diagrams Integrator
Application Application
3D Model AVEVA
(Design) Plant
Database (PDMS)
The diagram documents created through the AVEVA Diagrams application can be stored in the file system,
or alternatively an external document management system. There will also be index elements in the
database for each diagram, stencil and template. Diagrams, templates and stencils are listed and opened
through the DB index elements.
Index elements: Design DB

- Diagrams
- Templates
- Stencils Diagram Template Stencil
element element element
AVEVA
Diagrams
Application
- Diagrams
- Templates MS Visio MS Visio MS Visio
- Stencils Diagram Template Stencil
File File File
File System
Folder
In addition to the MS Visio Diagram files, the application also creates SVG format files for the purpose of
viewing through the Schematic 3D Integrator.
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AVEVA Plant (12.1)
2.2 Main Diagram Operating Principles
When shapes are dragged from a stencil and dropped on to the diagram, a corresponding element will, if
possible, be automatically created in the database. This process is known as Define. In some cases the
Define operation will not take place until shapes are connected. It is also possible to manually Define and
Undefine items.
The application supports the Dabacon session concept with SaveWork / GetWork functions. In the
SaveWork function, the diagram document is also saved together with all pending DB changes for the
session. To ensure consistency between diagram documents and the database items, certain procedures
have been introduced, for instance when the user chooses Save As on a diagram, it is requirement that the
SaveWork function has first been executed.
The schematic data is organized in two parallel hierarchies. The main hierarchy is the Group Hierarchy,
which works more or less like a folder structure where schematic items can be organized according to
customer preferences. There is also a System Hierarchy, which represents the design systems within the
project. AVEVA Diagrams contains functions for the user to control in which Schematic Group new items will
be placed. Items will also be organized into the system structure according to the system reference attribute.
The database also maintains references between schematic items and the diagram drawings that they are
represented on. This for example allows the user to find and open all diagrams where a certain pipeline is
depicted.
2.3 Accessing the Diagrams Application
To start AVEVA Diagrams, select All Programs > AVEVA Plant > Engineer > Diagrams 12.1 > Diagrams
The AVEVA Plant Diagrams Login dialog appears to have Project, Username, Password, and MDB entries.
The Project, Username and MDB can be chosen by using the option arrows adjacent to each entry, whilst
the Password must be entered using the keyboard.
Select Project Sample, Username SAMPLE, key-in Password SAMPLE, select MDB SAMPLE, and then
click Login
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AVEVA Plant (12.1)
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AVEVA Plant (12.1)
A default screen layout will be displayed comprising the general menu bar for the application and a
Schematic Explorer window showing all the objects from the current schematic project database.
2.3.1 Application Mode and Settings
There are three different application modes in AVEVA Diagrams which are the Pipe mode, Cable mode, and
HVAC mode.
The Mode can be set by selecting Tools > Mode > P&ID mode / Cable mode / HVAC mode
The selected mode will affect some of the commands available in the menus. For instance the P&ID >
Create Pipeline command will only be available when using the P&ID mode.
Select the P&ID mode for the purposes of this training.
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AVEVA Plant (12.1)
2.4 Toolbars
The toolbars can be viewed in two ways, by selecting View > Toolbars (this only shows a limited selection)
or by right clicking the mouse button in the top portion of the display window.
or
2.4.1 Standard Toolbars
1. New Diagram
2. Open Diagram
3. Get Work
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 4. Save Work
5. Release Diagram to 3D
6. Print Page
7. Cut
8. Copy Drawing
9. Paste
10. Undo
11. Redo
12. Pointer Tool
13. Connector Tool
14. Text Tool
15. Auto Connect
16. Zoom
2.4.2 Object Toolbar
1. Refresh
2. Consistency Check
1 2 3 4 5 6 3. Define
4. Undefine
5. Reset Highlight
6. Set Release Status
2.4.3 P&ID Toolbar
1. Create Pipeline
2. Join Pipe lines
1 2 3 4 5 6 7 8 3. Join Pipe Branches
4. Refit
5. Resize
6. Select SPCO using specification
7. Reverse Direction
8. Create Instrument Line
9. Create Instrument Loop
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AVEVA Plant (12.1)
2.4.4 History Toolbar
1. CE
2. Back
1 2 3 3. Forward
2.4.5 Naming Toolbar

1. Autoname CE
2. Autoname CE and Offspring
1 2 3 4 5 6 7 3. Autoname Offspring Only
4. Auto Rename CE
5. Auto Rename CE and Offspring
6. Auto Rename Offspring Only
7. Rename Elements
2.4.6 Schematic Model View Toolbar
1. New Schematic Model View

2. Pipe Lines
1 2 3 4 5 6 7 8 9 3. HVAC Lines
4. Cables
5. Center
6. Expand
7. Collapse
8. Show Inline Items
9. Settings
2.4.7 Find in drawing Toolbar
1 2 3 4 5 6 7 8 9 10 11 12 13
1. Type List
2. Attribute List
3. Operator List
4. Value Field
5. Find and Select
6. Find and Highlight
7. Previous
8. Forward
9. Add to Selection / Highlight
10. Select / Highlight in Selection
11. Zoom To
12. Search for Undefined and Defined Shapes
13. History
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AVEVA Plant (12.1)
2.5 How to Create a Group
In the Schematic Explorer select Schematic WORL* and then right click, and select New > SCGROUP:
Schematic group from the right click context menu. The group is created unnamed beneath the Schematic
WORL*. Right click on the group and select Rename, the Name form appears; key in the name of the group
and click the Apply and then Dismiss button. The SCGROU is renamed and is visible in the Schematic
Explorer.
 Schematic groups (SCGROU) can have groups within groups, if so desired. However the different
element types are automatically put into their individual groups by the application i.e. Diagrams,
Equipment, Pipelines, HVAClines, Stencils, Templates, and Cables
 The Group name cannot contain spaces
2.6 Session Defaults
Session Defaults form is a collection of preferences that can be set for a Diagrams session which includes
systems, groups and attribute values.
The Session Defaults settings are accessed from the bottom right of the
Diagrams screen. Placing the cursor over this button will display a summary of
the current settings.
To access and change these settings click on the Session defaults and the Session Defaults form will be
displayed with three tabs; Default groups, Default systems and Default attributes.
2.6.1 Default Groups
The default groups must be set up prior to creation so that the

individual elements know which group they belong to i.e. if a
diagram containing pipelines and equipment etc., then a group
for equipment, pipeline, and instruments would be required to
set, if desired to segregate them into individual groups based on
element type.
Click the Browse button next to any cell and the Select
database element form appears. Navigate to the group that the
elements to belong to and then click the OK button. Repeat this
for all the element types i.e. Pipelines, Equipment etc. and when
the form is complete click the OK button.
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AVEVA Plant (12.1)
 If a specific group is to be set as Default Group,

navigating to this group using Browse button and
clicking the Apply to All button can be used
If an existing diagram already has Pipelines, Equipment etc.

that belong to Default groups, the Use the Group of CE
when a shape is defined checkbox can be checked. If this
option is used the user should check in the Schematic
Explorer that the correct group (or any element in the group)
is selected before adding any element to the P&ID.
 These default groups may have to be reset if the user

copies an existing project
2.6.2 Default System
To set the default system, select the Default System tab. Navigate
through the database tree and select the system required to
become the default system and click the OK button. Alternatively
the Search tab can be used to find a system and select it.
 The user can use the Unset link to un-set the Default System
 If a Default system is not set before a Pipeline is created,
there is the option to set the system when creating the pipe
 The user can select or add systems for elements using their
right click context menu command Set System Reference
later on during the design
2.6.3 Default Attributes
The Default attributes tab allows default values to be allocated to

attributes as soon as an item is defined in the drawing.
A number of these default values can be set, and the checkbox in the
Enabled column determines whether the corresponding attribute
would inherit the given value or not.
 Each attribute can only be used in this list once regardless of

whether the Enabled checkbox is selected or not
In the drawing when an item is defined the message log will report
any attribute values that have been set using these rules.
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AVEVA Plant (12.1)
2.7 System Explorer
The System Explorer can be used to navigate the System Hierarchy in the schematic database. If the
System Explorer is not visible, it can be displayed by selecting View > System Explorer from the main pull
down menu.
In the System Explorer the user can see the Systems hierarchy. Below each system, the items are sub-
grouped by Folders. Folders do not exist in the database, they are only a way to display items of the same
type, together, and provide a better navigation tool.
Main schematic items such as Pipelines, Equipment elements and Instruments are members in the system
hierarchy through their SCSYSF attribute, which contains an array of system references. This means that a
schematic element can be a member of more than one system simultaneously, thereby appearing in several
places in the System Explorer tree. The first system in the array is considered as the primary system, and
others are considered secondary. By default, all subordinate elements are considered to be members of the
same system as the parent Pipeline or Equipment element. However it is possible for the user to override
this by setting a different system reference on a subordinate element, i.e. a special valve or a sub-equipment
element.
In this case that particular element would both appear below the parent element (Pipeline, Equipment) in the
system explorer, and also by itself under the system set against that element.
Diagrams are shown under all systems to which the elements on the
diagram belong. This includes both primary and secondary systems.
On the System Explorer form there is a Filter checkbox as well as

dropdown list where predefined filters can be selected. If the Filter
checkbox is checked, the selected filter will be applied to the System
Explorer tree. There is currently one filter available for each discipline
(Piping, HVAC, and Electrical).
The System Explorer also features a right click context menu that
provides common commands.
 The System Explorer shows the entire contents of the database

and not only the current drawing. Some of the administrative
elements such as the SYSCDA (System Catalogue Data Element)
and SYSMDA (System Dataset Element) are however hidden in
order not to clutter the tree view
 For more information on system creation please see the AVEVA
Plant - Diagrams Administration (TM-3504) Training Guide
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AVEVA Plant (12.1)
2.8 Message Log
The System Message Log can be shown by selecting the View > Other windows > Message Log from the
main application menu, or by clicking on the Message Log in the Status Bar.
The Message Log shows messages that occur when the application is being used. Messages can have
different severity (Error, Warning or Information) as indicated by the icons. In case a message is related to a
particular shape in the drawing, this is indicated by the shape name in the Shape column and the page
number in the Page column. In this case it is also possible to click on the message to select the related
shape in the drawing. If the shape is not available on the drawing any more (i.e. was deleted or drawing is
closed), the page number disappears after the first click on the line with this shape. When the shape is not
visible in the drawing window, the window will pan / zoom as necessary.
Message The icon displayed indicates the severity of the message (Error, Warning or Information)
followed by a brief description of the message.
Shape Name of the Visio shape that the message is related to
Connection Connection number of the shape which the message is related to. This is only shown if
the message is related with a certain connection point on the shape
DB Element Name of DB element that the shape is related to. This is only shown if the message is
related to a shape that has a corresponding DB element. This will be displayed as a DB
element reference number if no name has yet been given to the element.
Page Page number in the drawing on which the related shape exists. This is only shown if
the message is related to a shape
Time The time that the message was generated
 The System Message Log can be cleared of all messages by right clicking
and selecting Clear Message Log
 The System Message Log can be exported as a text or Excel file with all
messages by right clicking and selecting Export to
 The Status bar panel for the Message Log flashes when the Message Log window is not open.
Opening the Message Log reveals the actual error message that caused the flashing
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AVEVA Plant (12.1)
2.9 Creating a New Diagram (No Template)
When the user attempts to create a new diagram from the File > New > New Diagram, there are two
choices available,
Open This allows the user to browse the tree to select the template to use.
No template This allows the user to create a new diagram without using a template.
From the main pull down menu select File > New > New Diagram, the Choose Template form appears.
Click the No template button. A new blank diagram is opened.
 The new diagram will not exist on the DB until the Save Work function has been actuated
 A shortcut to creating a new diagram without a template is to use the New diagram button on the
toolbar:
2.10 Creating a New Diagram (With Template)
From the main pull down menu select File > New > New Diagram, the Choose Template form appears.
From the tree select the folder that holds the Templates i.e. Project_Templates, all of the available templates
under the folder are now visible, select the AVEVA_A3 and then click the Open button. A new blank
diagram is opened complete with the border as a background.
 The new diagram will not exist on the DB until the Save Work function has been actuated
 For more information on template creation please see the AVEVA Plant - Diagrams Administration (TM-
3504) Training Guide
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AVEVA Plant (12.1)
2.11 How to Save a Diagram
Whenever the user creates a new diagram, it will be

automatically asked to be saved in the database.
Clicking the Save button will save the diagram to the

database with the given name and then open the
diagram allowing the changes on the canvas. Key in
the name TRA_Diagram and click the Save button.
Clicking the Cancel button will open this temporary

diagram in Read Only mode and will not allow any
database interaction until File > Save As command
executed.
To save the diagram to the database with a different name select File > Save As, the Save Diagram As
form appears. Browse in the tree to select SCGROU Training where the diagram is to be saved and then
key the name TRA_Diagram_Additional_Drawings and click the Save button.
 This name will be used and displayed for the

off page connectors (OPC)
The newly saved diagrams now appear in the Schematic

Explorer.
2.12 How to Copy a Diagram
It is possible to save a diagram as another with the copy of database elements. The File > Save As
command includes an option to copy all the database items with the Visio drawing. This can be used to
create a copy of a P&ID where new database items are created and linked with a new diagram that is
created or secondary (referral) shapes only.
Before a diagram can be saved as another, a Save Work must be

executed to ensure the database elements to be copied are up to
date. If this is not done the following message will be seen.
When the Save As command is selected from the File Menu, it will bring up the dialogue previously shown.
Please note the Copy DB Items checkbox, for the database elements to be replicated, must be checked
otherwise a copy of the drawing is created with every item undefined.
With the Copy DB Items checkbox selected type a new name and click Save
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AVEVA Plant (12.1)
Preferences and settings for how the database elements are copied is then displayed in the Copy DB Items
form.
The default groups can be set-up to define the location for the
new data.
The auto name facility can be used to name all the new items
according to the project rules, or disabled if required using the
Auto name copied elements checkbox.
There are then series of options which will only be available if

applicable to the drawing being copied, i.e. if no cables were
included on the drawing the last option would be greyed out.
Create secondary shapes Selecting this will grey out the remaining options and create a diagram copy
that refers to the same database items as the original.
Create primary shapes Selecting this will enable all the options below that are applicable and
create a diagram copy that refers to the new database items.
Copy owning equipment not on current diagram This will only be available if a sub-equipment item
exists on the diagram to be copied and the owning
equipment for this item exists on a different
diagram.
Copy sub-equipment not on current diagram This will only be available if the diagram contains
equipment that owns sub-equipment items which
are not represented on the current diagram.
Copy nozzles not on current diagram This will only be available if the diagram contains
equipment that is also represented by a secondary
shape on another diagram and the secondary
equipment has nozzles that are not represented on
the current diagram.
Copy electrical connections not on current diagram This will only be available if the diagram contains
equipment that is also represented by a secondary
shape on another diagram and the secondary
equipment has electrical connection items which
are not represented on the current diagram, this
option should be checked to also copy those
electrical connections.
Copy cores with cables This will only be available if the diagram contains
cables that own cores.
There is also the option to carry out a Refresh copied drawing checkbox to process a Refresh command
on the newly created drawing.
When all the options required are selected and

the OK button is clicked then process will run
and the message log will provide updates on
the progress. A save work dialogue will also be
displayed on completion.
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AVEVA Plant (12.1)
2.13 Open an Existing Diagram
To open an existing diagram select File > Open, the Open form appears. Browse in the tree to where the
existing diagram is located, then select the diagram and click the Open button.
 Alternatively the diagram can be opened by selecting it from the

Schematic Explorer and then right click and selecting Open or
only by double clicking
2.14 Open an Existing Stencil
To open an existing stencil select File > Open, the Open form appears. Browse in the tree to where the
existing stencil is located, then select the stencil and click the Open button.
 Alternatively the stencil can be opened by selecting it from the

Schematic Explorer and then double clicking or right clicking and
selecting Open. The stencil is docked into the already open
Shapes form
 For more information on stencil and symbol creation please see the AVEVA Diagrams Plant -
Administration (TM-3504) Training Guide www.aveva.com
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AVEVA Plant (12.1)
Exercise 1 – Basic setup Requirements
1. Log in to the AVEVA Diagrams application using the user SAMPLE and password SAMPLE
2. Create a new group Training in the Schematic Explorer for storing all
elements created from future exercises. Use SCTEMP AVEVA_A3 (available
in the Project Templates Group) to create a new Diagram TRA_Diagram
which will be used for further training exercises.
3. Open the SAMPLE_Stencils_Pipeline, this stencil will then open with the drawing next time it is
opened.
4. SaveWork.
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AVEVA Plant (12.1)
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CHAPTER 3
3 Working with the Diagram Application
3.1 Schematic Explorer
The Schematic Explorer can be used to navigate in the Schematic World in the database. If the Schematic
Explorer is not visible, it can be displayed using the View > Schematic Explorer command from the main
pull down menu.
In this explorer the user can see the primary Schematic Group
hierarchy. Below each schematic group, the items are further sub-
grouped by Folders. Folders do not exist in the database, they are
only a way to display items of the same type, together, and provide a
better navigation and overview.
Above the navigation tree is a Filter checkbox as well as a dropdown

list where predefined filters can be selected. If the Filter checkbox is
checked, the selected filter will be applied to the explorer tree.
Currently there are tree filters available, one for each discipline
(Piping, HVAC, and Electrical).
The Schematic Explorer also has a right click context menu that
provides common commands against different element types.
 The Schematic Explorer shows the entire contents of the database and not only the
current drawing. Also, operations done through the explorer such as rename etc., will
only affect the database. To see such changes in an opened drawing, the user will
have to use the Refresh command
 The user can add DB elements selecting an appropriate type from New command in the right click
context menu of any element in the Schematic Explorer. Available element types in the New command
list will differ depending on the CE selection and this command will be disabled if it is not possible to
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AVEVA Plant (12.1)
3.2 The Diagram Drafting Canvas
The Microsoft Visio sub-window contains the diagram drafting canvas and provides access to the stencils as
well as the attributes through the Shape Data window. Shape attributes are available through the Shape
Data window or the Attributes Utility.
There are right click context menus available for

shapes as well as for the drawing background
providing shortcuts for common functions.
When an item is selected on the drawing, it will automatically be made the Current Element, which means
that it will be highlighted in the Schematic Explorer and other windows that track the Current Element.
However, when an item is selected in the Schematic Explorer, it will not be

selected in the drawing automatically. In case the user wants to select it,
there is a Select in Drawing command on the right click context menu in
the Schematic explorer.
Navigation such as Scrolling, Panning, and Zooming in the drawing window can be achieved through
standard Visio functions as Ctrl+Shift+Click on left mouse button zooms in, Ctrl+Shift+Click on right mouse
button zooms out, Ctrl on wheel button or Ctrl+Shift+Click on right mouse button drags to pan.
 Visio Options can be used to alter some of these settings, i.e. zoom with the scroll wheel of the mouse.
A number of function keys are available for easy access and commonly used commands. The ones
highlighted in yellow below are standard Visio functions.
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AVEVA Plant (12.1)
3.3 Shape Data Window
If the Shape Data window is not visible, it can be shown using the View > Custom Properties Window
command in the main pull down menu.
The attributes presented for each kind of item can be changed using the Attribute Presentation settings in
Diagrams Options. When the value of an attribute is changed through Shape Data, it will automatically be
changed in the related database item using the current Dabacon Session as well. To permanently save the
changes to the database, the SaveWork command must be issued.
 If more than one shape is selected in the drawing, Shape Data will show the attributes for the first
selected item. If the user then updates an attribute value, it will be applied to all selected shapes
3.4 Create Pipeline (Database Element)
Pipelines can be created using the Pipe > Create Pipeline command from the main pull down menu. When
the Create Pipeline dialogue is opened, a number of attributes will have values pre-set. These are just
default values and can be changed by the user.
 If the P&ID menu is not available in

the top menu ensure the mode is set
to P&ID Mode, this can be changed
from the Tools menu, by selecting
Mode
 To switch between the predefined input units, the user can click on the ruler icon on the
Create Pipeline form
 The Pipeline type comes from the Linetype attribute on the 3D Pipe element. As the pipelines are fed
through the AVEVA Schematic 3D Integrator, this is used as one of the attributes for naming i.e., the
formula in the Schematic Integrator configuration file for the rule to name a pipe from an SCPLIN is:
Format ('/{0}-{1}-{2:D3}-{3}', source.BORE, source.LNTP, source.NUMBER, Substring(source.PSPE,
1)). If there is more than one SCPLIN with these attributes unset there will be a problem, as it
constructs a name that already existed when it comes to build the SCPLIN. By setting different values
into these attributes on the SCPLIN, the user can construct a different name and so should be able to
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AVEVA Plant (12.1)
Type Shows the User Defined Element Types (UDET) for pipeline types, if no user-
defined pipelines have been set-up in the dictionary database the default Pipeline
will be the only available option.
Group Is set from the default group settings available in the Status Bar. This can be
changed using the Browse button next to it.
Primary System Is set from the current system setting available in the Status Bar. This can be
changed using the Browse button next to it.
Secondary System Shows the system(s) that this pipeline should belong to,in addition to the Primary
System. This can be modified using the icons next to it.
On the Specification Tab the Pipe Specification, Insulation Specification, Tracing Specification, and Fluid
values will be populated from the default value of the Primary system, if they have been set in the system.
The pipeline name can be automatically constructed by using the Autonaming function. In order to provide
feedback on the autonaming while the dialogue is open, a pipeline element is actually created as the
dialogue is opened. If the user clicks the Cancel button, this pipeline element will be removed again. If the
user clicks OK, the pipeline will be created in the selected group (SCGROU) in the main hierarchy of the
schematic database.
There are a number of tabs, Description, Specification, Temperature, Pressure and User Defined Attributes.
Each of these cells holds attribute information that will be stored against the element in the database. All this
information can be changed by the user.
 If the user displays Pipeline properties

for a SCBRAN element on the drafting
canvas, Diagram References tab will be
displayed additionally in the tabs in the
Pipe Properties form
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AVEVA Plant (12.1)
The Specification tab has browse buttons for each different specs which allow the user to navigate to
choose a Pipe spec., Insulation spec., Tracing spec, and/or Fluid. For this purpose a standard form is used
for several tasks where a DB reference is to be set. The dialogue enables the user to navigate the relevant
parts of the database hierarchy as well as search for items by a text search. When the OK button is clicked,
the reference to the selected item will be returned to the user interface component from which the dialogue
was called.
The standard DB browse dialogue also has a search tab.

The search is not case sensitive and the asterisk (*)
character can be used as a wildcard denominator.
3.5 Create Pipeline (Placing on the Diagram)
Once the Create Pipeline form has been populated with the required information, click the OK button. Now
in the Schematic Explorer there should be a new SCPLIN element under the SCGROU Training created in
the database.
From the SAMPLE_Stencils_Pipeline drag the Branch symbol in to the drafting canvas, the pipeline changes
to the default colour set up in the AVEVA Diagrams Options for Pipeline options.
The defined pipeline is now displayed in the drawing canvas with its complete
label which is defined in Shape text options. In the Schematic Explorer the
SCPLIN element now has a SCBRAN, SCSEG and a SCTUB visible as shown.
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AVEVA Plant (12.1)
The displayed text for elements can be hidden by right clicking while
the vertexes are highlighted on the pipe line and un-ticking the
Show Text
Further options for the text behaviour can be defined in the

Diagrams Options, Pipeline Options section. i.e. the ability to only
show the Text on the first segment of the pipeline that is drawn:
 If several lines exist in the drawing canvas the user should pay extra attention on the Current Line,
before proceeding to create branches and add fittings etc. This is however not done by clicking in the
status bar, and instead done by selecting a line in the schematic explorer. The Current Line can be
checked from the Status Bar as shown
There is also the possibility to use a Tube symbol. In pipeline construction the
main difference between a branch shape and a tube shape is that the branch
will create a branch, segment and tube elements simultaneously as it is placed
in the drawing, the tube will only create the tube element and can thereby be
used to extend an existing branch only.
 If process or instrument lines cross on a drawing, but are not connected to one another, Visio will apply
a default Line jump style of an arc. This can be changed to a gap or the users preferred notation by
selecting File > Page Setup, altering the Line jump style in the Layout and Routing www.aveva.com
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AVEVA Plant (12.1)
3.6 Adding an Inline Pipe Component (Valve)
From the SAMPLE_Stencils_Valve drag the Gate Valve in to the drafting canvas area and place it into the
branch. A question form appears for the user to choose an STYP for the selected symbol, select the specific
type and click OK
 The STYP is a specification type question so that the correct type of valve
can be selected from the specification. When the Valve symbol was
originally created this could have been added in Attribute presentation to
avoid the question to be asked
The valve changes to the default colour set up in the AVEVA Diagrams Options for Valve options. The
defined inline component is now displayed in the drafting canvas complete with a label. The elements
hierarchy will be re-organised in the Schematic Explorer.
The displayed text for the valve can be changed by using the dot notation in the text field in the Shape Data
window and changing the dot notation.
 The text can move around by dragging

the yellow diamond of the shape
 If a valve is not dropped onto a pipe, it will not be defined and the colour of
the valve will be black. When a valve is undefined there will be no
properties in the Shape Data Window as there is no database element for
the valve. The same goes for other objects except equipment
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AVEVA Plant (12.1)
3.7 Adding an Inline Pipe Component (Tee)
3.7.1 Manual Tee Insertion
From the SAMPLE_Stencils_Fittings drag the Tee Fitting symbol in to the drafting canvas and place it into
the branch, the Tee Fitting is highlighted. A Question dialogue box appears asking for the Branching Bore?
From the list select 50 and click the OK button.
 The user can use Edit > Copy Attributes and Edit > Paste Attributes for identical components
The inline fitting changes to the default colour set up in the AVEVA Diagrams Options for Fitting options. The
defined inline component is now displayed in the drafting canvas complete with a label. The elements
hierarchy will be re-organised in the Schematic Explorer.
 The displayed text for an inline element can be hidden by right clicking on it and deselecting the Show
Text
 In Diagrams Options - Element Options > Fitting Options > Default Options, if the setting Auto create
branch on connect Tee is True this will automatically add a new branch shape when a Tee is dropped
into a line
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AVEVA Plant (12.1)
3.7.2 Automatic Tee Insertion
Automatic tee insertion

provides the possibility to
automatically insert a tee
every time two branches
are connected by the user.
At the connection point of
the branches a predefined
tee shape is inserted. If
there is any specification or
dimensioning conflicts the
appropriate dimensioning
and size selection
dialogues are presented to
the user.
All related options are

located in Fitting options in
the Element options section
within the Diagrams
Options.
In the options dialogue it is also possible to select the shape of the tee to be automatically inserted on
connection of two branches, as well as from which stencil this shape should be taken.
The option for “Auto create Tee on connect branch” is by default set to False. The Automatic Tee Insertion
function can be turned on or off from here.
 It is left to the user to make sure that the tee’s shape name and stencil are existing and valid. If a tee
with such shape name is not found or stencil with such name is not found errors will be generated
during the usage of the function
Once auto create Tee on connect branch is set to True and valid references are given for the stencil and
symbol, then every time two branches are connected the tee symbol specified in the Diagrams Options is
created. This process involves one branch that is dragged (either an end point or the branch as a whole)
and one that is stationary; the tee symbol will be inserted on the stationary branch with the branch of the tee
connected to the dragged branch.
 If there are any specification conflicts or dimensioning variations that cannot be chosen by the system,
a choose size dialogue will be presented to the user www.aveva.com
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AVEVA Plant (12.1)
3.8 Adding an Inline Pipe Component (Reducer)
From the SAMPLE_Stencils_Fittings drag the Concentric Reducer symbol in to the drafting canvas and
place it into the branch, the Concentric Reducer is highlighted. A Question dialogue box appears asking for
the Leave Bore? From the list select 80 and click the OK button.
The inline fitting changes to the default

colour set up in the Diagrams Options for Fitting options. The defined inline component is now displayed in
the drafting canvas complete with label. The elements also exist in the Schematic Explorer.
 For the reducer to show only the dimensions, type in the text attribute [spre.catr.para(1)] x
[spre.catr.para(2)], to show the units use [abore.withunit] or [lbore.withunit] in Shape Data window
 If a reducer is flipped, the Arrive Bore will be 2 and Leave Bore will be 1
3.9 Adding Equipment (Vessel)
Equipment items can be created by dragging and dropping equipment shapes from the stencil to the drafting
canvas. The application includes support for Primary and Secondary equipment items, meaning that a single
equipment item in the database can be represented by two or more shapes on the same or on different
drawings.
Sub-equipment items can also be created by dragging and dropping a sub-equipment shape from a stencil
onto the drawing. However, for the sub-equipment shape to be defined in the database, it is required the
equipment item to which should belong is currently selected when the drop takes place.
Sub-equipment items are not dependent on their parent equipment item being represented on the same
diagram. It is allowed to have the main equipment item on one diagram and the sub-equipment item on
another diagram, even if they are hierarchically linked in the database. Likewise, when and if they appear on
the same diagram, there are no layout restrictions in terms of them having to be connected or close to each
other in any way.
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AVEVA Plant (12.1)
From the SAMPLE_Stencil drag the Vessel symbol in to the drafting canvas. The equipment symbol is
added to the drafting canvas. The equipment does not yet have a name and has only a database reference
number i.e. =23996/4692 is shown.
Using the Shape Data window information can be

entered as required, i.e. a Name and Description.
 In the Design Module the equipment will use this Name attribute unless the user has set up a rule for
the equipment naming for the Schematic 3D Integrator to build. For more information about Schematic
3D Integrator please see the AVEVA Plant – Schematic 3D Integrator (TM-3561) Training Guide
The name is now displayed above the vessel symbol in the drafting canvas and also in the Schematic
Explorer.
The / can be removed from the name by typing [namn] instead of [name] in the Shape Data Window. The
[\n] will force the text after this onto another line, and the [desc] will then display the description field.
 Remember to Savework so the elements are saved to the dabacon DB

 If the connection points of elements are not shown on drafting canvas select View > Connection
Points
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AVEVA Plant (12.1)
3.10 Adding a Nozzle to the Equipment
Nozzle shapes can be added to equipment items by dragging and dropping onto an equipment item. They
can be attached to a connection point on the equipment item or just to the geometry. Nozzle items will then
be created under the equipment item in the DB. In case a nozzle shape is not connected to an equipment
item on drop, it can be connected later, and will not be defined in the database until it is connected to an
equipment item.
From the SAMPLE_Stencils_Fittings drag the Nozzle symbol in to the drafting canvas. Move the nozzle over
one of the equipment connections until the connection point is highlighted, then release the nozzle. The
Nozzle symbol is added to the equipment in the drafting canvas. No name is now displayed on the nozzle as
nothing exists in the text field on the Shape Data window. The Nozzle is also shown in the Schematic
Explorer.
 If user first drops the nozzle onto the drawing and then later drags it to connect it to the equipment item
it may need to be grabbed close to the connection point. Here it also helps to zoom in. If the user
doesn’t do that it might be difficult to connect it to the equipment item in the proper way
 The nozzle can be set-up to orientate itself to equipment connection points when it is dragged close to
them. This behaviour is set in the Microsoft Visio shape sheet, not accessible from AVEVA Diagrams,
for more information on creating symbols please see the AVEVA Plant - Diagrams Administration (TM-
The nozzle specification can be set by right clicking on the nozzle shape and selecting Nozzle
Specification from the context menu. The Nozzle Specification form appears with the available selections
from Nozzle Specification, from the pull down options change the Specification to ANSI-NOZZLES(ANSI-
NOZZLES), Generic Type to 300lb Ansi Flanges and Nominal Bore to 100 and then click the OK button.
Now the pipeline can be connected to the nozzle by dragging the end vertex of the pipeline to the nozzle
holding until the Glue to Connection Point prompt appears. When the pipeline is connected to the nozzle the
end vertex changes from green to red and will update the CREF attribute of the nozzle.
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AVEVA Plant (12.1)
 A nozzle has two connection points the one that attaches to the equipment has an Outward connection
and the one that connects to the pipeline has an Inward connection point. For more information on
creating symbols please see the AVEVA Plant - Diagrams Administration (TM-3504) Training Guide
3.11 Setting Initial 3D Position for the Equipment
AVEVA Diagrams supports a 3D Position (POS) attribute for relevant schematic database elements, which
can be utilised if the information is known. This position is independent of the 3D position of any related 3D
elements. This can be handled in different ways using the Schematic 3D Integrator. It is for instance
possible to copy the initial 3D position given for the schematic element to the corresponding 3D element
during the build process.
The position attribute can be changed in the Shape Data window as shown.
 It is also possible to set the 3D position

using Integrator after the equipment is
built. For more information about
Schematic 3D Integrator please see the
AVEVA Plant – Schematic 3D Integrator
(TM-3561) Training Guide
3.12 Area Shapes
An Area Shape provides the possibility to define an area on the drawing canvas that corresponds to a room
or a compartment and/or represents a database Area Shape (SCAREA) defined in the schematic database.
This provides a general mechanism for assigning attribute values based on the location of a shape within
the boundary provided by the Area Shape. An Area Shape can control a set of attributes and their values
are automatically applied to the shapes it contains.
The Area Shape symbol can be used as any other symbol by dropping it on the drawing canvas and can be
located on the foreground and background page.
An Area Shape can be used just as a visual frame or it could have connection to a database element. When
defined, data against the Area Shape is stored as a SCAREA element, which can be created below
SCGROU using the Define command from the toolbar or the right click context menu if the shape is not
defined automatically on drop.
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AVEVA Plant (12.1)
Connection between the elements contained and the defined Area Shape is stored
in SCAREF array attribute. An item could be contained by more than one area; in
this case SCAREF attribute will store the area names in the order that the element
was contained. All items referring to SCAREA via SCAREF attribute can be seen
in the Schematic Explorer tree as a secondary hierarchy.
When an Area Shape is placed or moved on the drawing canvas, any item inside its limits will automatically
inherit the default values for certain attributes determined by the area. Any attributes not applicable for a
particular type of element will be skipped. The user can set prefix for the attributes propagated and/or non-
propagated using Diagrams Options.
When an item is dragged out from the area its attributes controlled by the area are cleared and re-set to their
default values of the shape. In both cases, applicable message is added to the message log. In addition, if
the Area Shape is defined in database, SCAREF attribute of the element(s) dragged in/out is updated
accordingly.
The behaviour of the application, during the modification of an attribute which belongs to an item contained
and controlled within an Area Shape, can be determined by varying the Allow to modify attributes of
contained shapes option.
Ask user The user is warned that the attribute being changed is governed by the Area and asked if
they want to proceed
Always allow The change is always allowed without warning
Never allow The change is not allowed
 Changes done directly to the database i.e., via Command Line, Attributes Utility form, customised PML
forms, etc. are not controlled by this setting
 All differences between the attributes controlled by the Area Shape and corresponding values, also
inconsistencies related to the value of SCAREF attribute of contained shapes will be reported by the
Consistency Check utility
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AVEVA Plant (12.1)
Update containing shapes command could be used from the right click context menu of an Area Shape if the
attribute values of the contained shapes are different that corresponding ones in Area Shape itself.
 For more detailed information on creating an Area Shape please see the AVEVA Plant - Diagrams
Administration (TM-3504) Training Guide
3.13 Catalogue Search
By using the Catalogue Search function, it is possible to search through the catalogue and to assign
catalogue references to the selected item(s) provided that the Diagrams Options allow this. If the user is to
add catalogue references for pipeline elements then the Use Specification option must be set to False
If the value is set to True, manual component selection can be done for SCOINS, SCEQUI, SCSUBE,
SCCAB, SCDUCT and SCHVFI. If the value is set to False, dimensioning will be done using BOREARRAY
attribute.
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AVEVA Plant (12.1)
To activate the Catalogue Search select View > Catalogue Search, the Catalogue Search form is
displayed.
The Catalogue Search window is divided in two main parts. To the left is a pane that contains two tabs,
Catalogue Explorer and Selection Tables, to the right there is a search result list. If a shape that is selected
in the drafting canvas has a SPREF pointing to a GPART or a TABITEM the catalogue search window will
automatically navigate to the currently used catalogue item and switch to the relevant tab.
 On slow computers this can cause a slight delay when shapes are selected. If this is the case, this
behaviour can be turned off by setting the Tools > Diagrams Options > General options > Catalogue
search settings > Configuration > Auto navigate to catalogue element setting in Diagrams Options
to False
3.13.1 Catalogue Search Explorer
By selecting the Catalogue Explorer tab, the user can

navigate through the GPART hierarchy of the catalogue.
In case the desired GPART can be identified already in
the explorer, it is possible to right click and choose the
Select command to assign the catalogue reference
(SPREF) to the selected item(s) in the drawing. There is
also a possibility to define filters, so that the filters can be
applied to the search.
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AVEVA Plant (12.1)
When the Find button is clicked, the search result will be displayed in the result list pane to the right:
3.13.1.1 Define Filter
To define a search filter click Define filter link label, the Define filters form appears. Click the New filter
button, another form appears, asking the user to “Enter name for new filter” key in HORIZONTAL VESSEL
and click the OK button.
In the fields below select an attribute from the pull down list, now select an Operator and finally key in a
Value. In this case the attribute will be PRITYPE, the Operator = and the Value HVES, and click the OK
button.
In the Filter drop down list Equipment will now appear as a filter that can be used, click the Find button to
perform the search when an appropriate element is selected in the Catalogue hierarchy.
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AVEVA Plant (12.1)
 If default filters for shapes have been specified in Diagrams Options or

in the Default Catalogue Search Filter, the == Use default filter from
item == option will have to be selected for these to take effect. When a
shape associated with a default filter is selected, and the == Use
default filter from item == is applied, as soon as the Find button is
clicked, the associated filter will automatically be applied
3.13.2 Catalogue Search Customize
The Customize button is used to allow the user to change which attributes will be visible in the search
results. Click the Customize button, the Catalogue Search Result Presentation Settings form appears, un-
tick the boxes for the attributes no longer required to be displayed and then click the OK button.
The results pane is now changed to display only the selected attributes.
 The user can select the Horizontal layout, Vertical layout or Results list only using the right click
context menu in the results pane. Group panel, Filter row and Summary Line can be turned on/off using
context menu as well
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3.14 Selection Tables
Selection Tables are available on the Selection Tables tab; that can be used to find catalogue items in a
way similar to specifications.
Having a selection in the Table and Type dropdown lists click the Find button, the pane on the right hand
side will be filled with relevant selection(s) of catalogue items represented by a Table Item (TABITE)
database elements.
If the Auto select table and type from item checkbox is checked, the table and type dropdowns will
automatically be set according to applicable default settings under the Diagrams Options > General Options
> Catalogue Search Settings or specified in Step 5 of Import Shape Wizard reached from Tools > Import
Shape
A selection table item can contain default values that will be applied to the shape when the catalogue
reference is set, provided that the Apply default values to item checkbox is checked. This can be followed
up in the Message Log where messages regarding to assigned default attributes are provided.
If the Apply filter on selection changed checkbox is checked, after an element is selected on drawing,
table items are automatically filtered by values of answers for questions corresponding with attributes of the
element.
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AVEVA Plant (12.1)
3.15 Assigning a Catalogue Reference to an Equipment
If a catalogue reference is known for an item of equipment this can be added in Diagrams, although this
would usually be done by the 3D designer.
From the drafting canvas select the equipment symbol that requires a catalogue reference, then from the
Catalogue Search form either navigate to the part from the Catalogue Search explorer and right click and
from the context menu select the Select command or from the search results pane click the Select button.
In the Shape Data window the Spref attribute should now have the GPART or selection table reference
added.
 If no catalogue part is added against the schematic element,

then only the name can be created in the 3D design and no
geometry will exist. The specification reference can be set
using the Schematic 3D Integrator if not set in the Diagrams
3.16 Naming Elements
AVEVA Diagrams includes a possibility for automatic naming and re-naming of database elements. In
addition to this, there are also functions to rename elements with respect to their position in the diagram
layout.
 For more detailed information on Auto Naming rules please see the AVEVA Plant - Diagrams
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AVEVA Plant (12.1)
3.16.1 Autoname CE
The naming can be manually triggered by using the Autonaming rules via Object > Naming > Autoname
CE command, or from the Naming toolbar.
or
 This function only works in case the element is not already

named
3.16.2 Autoname CE and Offspring
The Autoname CE and Offspring function is the same as the Autoname CE, but it will also autoname any
unnamed offspring of the CE. The function is available from Object > Naming > Autoname CE and
Offspring in the main pull down menu or on the Naming toolbar.
3.16.3 Autoname Offspring Only
The Autoname Offspring Only function is the same as the Autoname CE, but it will only autoname any
unnamed offspring of the CE. The function is available from Object > Naming > Auto Rename CE and
Offspring in the main pull down menu or on the Naming toolbar.
3.16.4 Auto Rename CE
Renaming can be used to autoname the current element using the current naming rules, after first removing
the current name. The function is available from Object > Naming > Auto Rename CE in the main pull
down menu or on the Naming toolbar.
or
 If user changes the name in schematic explorer,

the name in the drawing will not change unless a
Refresh command is executed
3.16.5 Auto Rename CE and Offspring
This function works in the same way as Auto Rename CE, but it will also auto rename any offspring of CE.
The function is available from Object > Naming > Auto Rename CE and Offspring in the main pull down
menu or on the Naming toolbar.
 If user changes the name in schematic explorer, the name in the drawing will not change unless a
Refresh command is executed
3.16.6 Auto Rename Offspring Only
This function works in the same way as Auto Rename CE, but it will only auto rename any offspring of CE.
The function is available from Object > Naming > Auto Rename Offspring Only in the main pull down
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AVEVA Plant (12.1)
3.16.7 Rename Elements
This function works on the current selection in the diagram, and

can rename the elements with respect to their position in the
diagram layout.
or
After selecting Object > Naming > Rename Elements from

the main pull down menu or the Naming toolbar, the
Rename Elements form appears. Typically the user can
select elements of a certain type (i.e. valves, cables etc.)
and rename them according to their position, i.e.
Horizontally, Vertically. Selected Order or Reversed
Selected Order.
The user can affect the comparison point and sorting option
to regenerate or re-order the names as shown below.
 The user cannot name items that are in the same database with the same name. However, it is
possible for different types of databases to have items with the same name in the same MDB. i.e.,
between DESI, SCHE and ENGI databases
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AVEVA Plant (12.1)
3.17 Working with Units
All relevant attribute values displayed in Diagrams are in accordance with the project settings for units. This
means, for example, if the project is set to be presented in imperial units, all distances, bore diameters,
positions, etc. will be presented in inches. Independent of the current settings for the unit presentation the
user has the possibility to set the attribute values or fill in the forms with values in any units. Any value given
other than the selected convention will be converted and displayed with the default measurement unit
automatically.
 To be able to properly display units in a shape annotation, a unit aware attribute must be referred to in
the shape text property. i.e., a Tee with annotation using PPBO(1).WITHUNIT to provide units aware
values or a Reducer with Text value referring to ABOR.WITHUNIT, LBOR.WITHUNIT, etc.
To be able to change the presentation of the units in the current session, select Tools > Other Options >
Units from the main menu.
Selecting a database unit from the list on the left hand side and clicking the Set <Attribute> Unit button will
set this unit to be displayed for the values of the selected attribute for the current session.
Clicking the Save button will save the changes made during a session to a file with a specific as shown
below. The Restore button will read the saved file in %PDMSUSER% folder and load the settings.
Clicking the Project Defaults button will reset any changes made by the user back to the project settings.
 For more detailed information on Current Session Units please see the AVEVA Plant - Diagrams
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AVEVA Plant (12.1)
3.18 Pipe Destination Elements
For pipes that end without any connection to an equipment item, Pipe Destination elements can be used. A
Pipe Destination shape can be attached to the end of a branch, and can contain a description of the nature
of the branch end. This can for instance be when the pipe vents to atmosphere or discharges to a drain etc.
Pipe Destination elements will also remove unnecessary information messages from the consistency check
results, such as the “Shape not connected at connection point”.
The pipe destination symbol when created only has one connection point, the Import Shape Wizard is used
and is located under the Element types > Pipe components > Pipe destination
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Exercise 2 – Diagram Creation
1. Open the TRA_Diagram created previously and create the diagrams as shown on the following
pages, complete with all Equipment, Pipelines, Valves and Fittings.
2. Position the Equipment and add the Catalogue reference to the Column, Heat Exchanger and
Pumps.
C1101 Position X 5360mm Y 8850mm Z 305mm
P1502A Position X 12490mm Y 12280mm Z 1150mm
Catalogue element /AVEVA_STD_EQUIP/HPUM-/003
P1502B Position X 14880mm Y 12280mm Z 1150mm
P1502C Position X 10340mm Y 12145mm Z 645mm
E1301 Position X 2850mm Y 5660mm Z 1470mm
Catalogue element /P/EXAMPLE/Shell&Tube-Body/TYPEA
3. Make sure the Line no and Default bore are set in the Pipeline
Properties Identification.
4. Rename the nozzles on the Column, Heat Exchanger and Pumps to

tie in with below and re-arrange the order in the Schematic Explorer
where necessary.
5. Save Work.
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Page 1
Page 2
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CHAPTER 4
4 Diagrams Options
In the AVEVA Diagrams Options dialogue, there are multiple settings that control the operation of the
Diagrams application and they are stored in an XML file. There are two general tabs in the Diagrams options
which are the „Default‟ and „Attribute Presentation‟ tabs.
From the Tools pull down menu select Diagrams Options, the Diagrams Options form appears.
In the Diagrams Options form,the Defaults tab has several settings that will control the operation of the
application. Below on the form there is an information area which provides an explanation for each setting as
they are selected. The Attribute Presentation tab is used to show and set rules in the Shape Data
Window/Item List. i.e., setting up the presentation order of attributes and attribute presentation labels.
If the user has made changes to the Diagrams Options form and then
closed the form by clicking the OK button, the Settings Manager –
Defaults dialogue box will appear. If the user clicks the Yes button the
default settings will be saved for the further sessions. If the user clicks
No, the settings will only apply to the current program session.
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4.1 General Options
4.1.1 System Configuration
The System
Configuration section
includes Colouring
options, Component
verification options,
Feedback on refresh
options, Highlight
options, Import shape
options, Instrumentation
Loop options, Item List
options, Replace
Symbol options, SVG
creation option and
System options.
 The user can use the settings here to determine how the Highlight function will behave when the
Refresh command is used. This includes which attributes are to be ignored, what type of message
should be given and whether the highlight should occur after a refresh is initiated automatically or not.
4.1.2 Settings Stored in Drawing
The Settings stored in the drawing section

includes session variables which are to be
stored in the drawing that are current line,
default system and default groups.
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AVEVA Plant (12.1)
4.1.3 Annotation settings
The Annotation settings section includes

Automatic Annotation option, Default shapes
options, Labels and Text options, Number of
autolabels options, Placement of autolabels
(in z-order) options and Property break
option.
4.1.4 Pipe Dimensioning
The Pipe Dimensioning section includes Refit

options, Resize options, and Spec Search
options.
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AVEVA Plant (12.1)
4.1.5 Instrumentation Dimensioning
The Instrumentation Dimensioning section

includes Refit options, Resize options, and
Spec Search options.
4.1.6 Catalogue Search Settings
The Catalogue search settings section

includes Configuration options, Default filters
for non-pipeline elements options, and
Default Selection Table for non-pipeline
elements options.
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AVEVA Plant (12.1)
4.1.7 Auto Formatting Rules Options
The Auto Formatting Rules Options

section includes only the settings
for which actions that active
formatting rules should be
automatically applied.
4.2 Element Options
Under the Element Options there are a number of additional options relating to Pipelines, Valves, Inline
instruments, Fittings, Pipe destination, Offline instruments, Instrumentation lines, Actuators, Instrumentation
relationship shapes, Equipment, Sub-Equipment, Nozzles, Electrical Connections, Cable, Multi-cable, Off-
Page Connectors (incoming and outgoing) HVAC line and HVAC fitting options.
 To prevent the name of a branch from being shown on every segment, the user can set Show Text on
first segment only option to True in Pipeline options
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AVEVA Plant (12.1)
4.2.1 Attribute Presentation
On the Attribute Presentation tab the user can set up the attribute presentation to be used in the Shape Data
window as well as in the Item List. On the left hand side of the form there is a tree-view containing the
different element types relevant to the AVEVA Diagrams application. If any UDETs have been defined, these
will also be included in the list.
For each element type selected in the tree view, the attribute presentation can be individually controlled by
the settings in the right hand list view.
The columns in the table are as follows:
Attribute Name of the attribute. This cannot be modified.

Label Presentation label for the attribute. This controls the name to be presented to the
user in the Shape Data window only. This setting does not apply to the Item
List as it shows mixed items in the same list.
Prompt If a Prompt string is entered, the application will prompt the user for a value as the
shape is dropped on the drawing. The Prompt string will be presented to the user at
that time, i.e. 'Please enter Name'.
Visible If this checkbox is checked, then the attribute will be included in the list of attributes
shown in the Shape Data window.
Visible in Item List If this checkbox is checked, then the attribute will be included in the list of attributes
shown in the Item List.
Read Only If this checkbox is checked, it will not be possible to update the attribute value from
the Shape Data window or from the Item List.
Copy with Shape If this checkbox is checked, the attribute value will be copied when shapes are
copied in or between drawings. Please note that the shape must be defined for the
Copy with Shape setting to apply.
By clicking the Move Up and Move Down buttons, the presentation order of the currently selected attribute
can be changed.
 In the Import Shape Wizard there is a possibility to override the default attribute presentation settings
for individual shapes. In case this possibility should be enabled, the Allow individual shape settings to
override default settings should be checked. This setting can be applied individually for each element
type in the tree before clicking the checkbox. If this is not checked, any attribute presentation settings
done in the Import Shape Wizard for individual shapes will be ignored
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AVEVA Plant (12.1)
4.2.2 Referenced Attributes
Additional attributes can be added by pressing the Referenced attributes button, the Add/remove
referenced attributes form is displayed for the element that was selected in the Attribute Presentation tab.
The user can now select referenced attributes to add by navigating in the tree and then clicking the Add
button, once all the required referenced attributes are added then click the OK button.
This returns the user back to the Attribute Presentation tab, click the OK button and the Settings Manager -
Attribute Presentation form appears, if the user has made changes to the Diagrams Options form and then
closed the form by clicking the OK button, the Settings Manager – Defaults dialogue box appears, click the
Yes button.
The Referenced attribute is now added to the Attribute Presentation tab window and can then be used for
additional information i.e. in the Text field as [name][\n][owner.name]
 Referenced attributes can also be added by clicking in the next free line in the Selected attribute list
and then by keying in the name of the referenced attribute using the dot notation i.e. [diaref(1).name]
 Pseudo attributes are not shown in the list of attributes in the Attribute Presentation and Referenced
attributes dialogue. To show these they will have to be manually keyed-in
 Referenced attributes will not be shown in Visio Reports unless they are added to the Shape Data
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CHAPTER 5
5 Additional Diagram Functions
5.1 Off-Page Connectors
AVEVA Diagrams allows the creation of discontinuous pipelines through the use of an Off-Page Connector
(OPC) mechanism. Even though these are called Off-Page Connectors, they can also be used within a
page.
Two variants of Off-Page Connectors are supported by the AVEVA Diagrams application, Outgoing and
Incoming. Off-Page connectors are created by dragging an OPC shape onto the drawing and connecting it
to a free end of a pipeline branch.
From the tab at the bottom of the drafting canvas, right click the mouse button and from the drop down menu
select Insert Page. The Page Setup form appears, the default name will be the next available Page number,
i.e. Page-2.Click the OK button to accept this and create the page.
 The user can choose for

any page to be or to have
the background by using
the Background drop
down list
From Page-1 of a multi page diagram, select the pipe line in the drafting canvas that requires the Off-Page
Connector to be added, this line is now the current element. Select the tab Page-2 and then drag the Branch
symbol into the drafting canvas.
In the Schematic Explorer SCBRAN 2 is created, select Page-1 again and then drag the Outgoing OPC into
the drawing canvas and add it to the end of pipeline.
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AVEVA Plant (12.1)
Reselect Page-2 and from the stencil drag the Incoming OPC into the drafting canvas and connect it to the
beginning of the pipeline.
 When the OPC elements are connected to the pipeline the Schematic
Explorer will be re-arranged to organise the hierarchy to have one branch and
two segments
With the vertices of the incoming OPC selected and highlighted, right click and select Connect OPC from its
context menu. The Select database element form appears. Use the database tree to navigate to the
SCOPCO element and then click the OK button.
Re-select Page-1 and refresh the drawing, the reference to the other OPC is now visible.
Now in the Shape Data window for both OPC elements and key in the Text field
[opcref.owner.diarefarray(1)] - Page [opcref.owner.pagearray(0)]
Outgoing OPC Incoming OPC
 If the diagram is not saved then the text attribute of the OPC will not be displayed correctly
 The OPC connections can also be listed and navigated on a Diagram level. By right clicking on a
Diagram Element in the database explorer and selecting Open Diagram command from the context
menu, all diagrams connected to the current one will be listed
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AVEVA Plant (12.1)
The OPC also appears in the schematic explorer, under the appropriate Pipeline, branch and segment as a
Diagram Element. In the schematic explorer the owning element of the OPC, i.e. a branch or pipeline can be
selected and a right click context menu gives the option of Open Diagram command, all diagrams
connected to the current pipeline will be listed in a dialogue box allowing the user to select the appropriate
diagram.
5.2 Define / Undefine
The Define command will create a new database element that corresponds to a shape and link the shape to
that database element. In case an element with the same name already exists in the DB, the application will
issue an error message and create a new unnamed element. Define command can be reached from Object
> Define on the main pull down menu.
This function is also available on the right click context menu for the shapes in the
drawing.
The Undefine command will break the link between the shape and the corresponding
database element. The database element will not be deleted.
 When Undefine is performed, the attributes will be cleared using the same rules as
when a shape is copied
During the design of diagrams by dragging and dropping shapes from a stencil and connecting together in
the drawing, the Define operation will be handled automatically by the AVEVA Diagrams application. The
manual operation for Define / Undefine only has to be used in special situations. i.e. if a number of inline
fitting shapes are copied and pasted, they will not automatically be defined, so the user will have to first
select a current pipeline and then issue the Define command.
It is possible to disable the automatic Define mechanism by setting the Define shape on drop to False. This
is located in the Tools > Diagram Options in System configuration.
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AVEVA Plant (12.1)
5.3 Instrumentation
5.3.1 Offline Instruments
The instruments available in diagrams are modelled as offline or inline instruments. It is possible to connect
off-line instruments to instrument lines, described later in this section.
From the SAMPLE_Stencils_Instruments drag the Field Mounted shape into the drafting canvas, now in the
Shape Data window key in the attribute information for Letter PI and Number 123
To attach the Offline instrument to the pipeline, select the central diamond and drag to attach to a pipe line.
Once the line is attached the yellow diamond will change colour to red to show that it is connected.
 The Text, Text size, Line format and Colour can be changed manually if required
The offline instrument SCOINS also appears in the Schematic Explorer as shown.
 If an instrument is to be associated to a symbol, i.e. a control valve or orifice plate then the instrument
can be connected in the same way as above, but dragging the instrument connection line onto the
symbol
 To prevent the instrument connection line crossing the symbol the connection point can be moved, this
can only be done after the initial association has been made. To move the connection point on the
symbol, select the Connection Point Tool available on the top menu. The instrument connection line
can then be selected and the connection point moved
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AVEVA Plant (12.1)
5.3.2 Control Valves and Actuators
The majority of instruments used will be covered by the off-line instrument section, where a line fitting is
associated with an off-line instrument. An orifice plate, can be described as an in-line instrument and have
an association with the offline instrument. Instrumentation lines can then be used to connect the offline
instruments.
Control valves can also be drawn as in-line instruments and therefore cannot be directly connected to
instrumentation lines. The association between a control valve and a instrumentation line is made via an
actuator. Therefore control valves are added in two stages.
Firstly, a symbol representing the control valve can be inserted in the normal
way and attached to a pipeline.
 The circular instrument balloon can be configured to hold the valve

name, i.e. FCV-321 in the import shape wizard options
 For more information on creating symbols please see the AVEVA Plant
- Diagrams Administration (TM-3504) Training Guide
Secondly the actuator symbol can be attached to the valve.
The connection points on the actuator will turn red to show the actuator is
connected.
In the Schematic explorer this arrangement will be shown in two sections, the control
valve as part of the pipeline and the actuator in a group of its own. The control valve is
added as an in-line instrument to the hierarchy and given the code SCINST, this is
part of the pipeline. The two SCINST items shown in the schematic explorer are the
orifice place (FE-321) created in the previous section and the control valve above
(FCV-321)
The actuator has a group of its own and is shown with the code SCACTU.
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AVEVA Plant (12.1)
5.3.3 Instrument Relationship Shapes
These shapes can be used to show not only the connections between off-line instruments and actuators but
also replacing instrument lines, in order to demonstrate a high level of instrument connectivity. An
Instrument Relationship Shape does not represent a database element, but does connect the attached items
in the database.
5.3.4 Instruments Lines and Loops
Instrument lines are created in a similar way to pipeline elements, they are firstly created in the database
and then added to the drawing using a symbol from the stencil.
An instrument loop is a collection of related

instrument lines, i.e. if a flow rate is being
controlled the flow will be measured by an
instrument (FE-321) and converted to an electrical
signal by a transmitter (FT-321). This will be
transferred to a controller (in this case a flow
indicator controller FIC-321) which will convert this
flow signal into an action for a flow control valve.
The final item in this control loop is a signal
converter (FY-321) that takes the electrical signal
and converts this into a compressed air pressure
to operate the diaphragm control valve.
This loop can contain many types of instrument

and instrument line, but they all provide a single
control operation, and all the items have the same
loop number.
An instrument line can be assigned to an instrument loop when the instrument line is created, if the loop has
already been created, or at a later time by editing the instrument line.
To create the Instrument loop first select P&ID > Instrumentation > Create Instrument Loop from the
main pull down menu.
A dialogue box will then appear where the details for the loop can be
entered. In this case an F is used to denote a Flow type of loop and the
number of the loop, e.g. 321.
Once OK is clicked the loop is created and will appear in

the schematic explorer.
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AVEVA Plant (12.1)
The instrument line can then be created. This

can be done by selecting the P&ID >
Instrumentation > Create Instrument Line
from the main pull down menu.
The Create Instrument Line dialogue will

then appear, fill out the information as
required. Add the instrument loop association
from the Browse button next to the
Instrument Loop field.
Once OK is clicked the line will be created and shown in the Schematic Explorer.
The process of placing an instrument line on a drawing is quite similar to that of pipes.
Here, the instrument line should be selected in the Schematic Explorer.before placing
any inline components on the drawing.
The created line will now be visible in the Schematic Explorer, in the same manner as a created
pipe would.
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AVEVA Plant (12.1)
5.4 Replace Symbol
AVEVA Diagrams supports exchanging an existing symbol in the drawing which has been connected and
defined with another symbol. All attributes and connections will be retained. This can be done either
manually by the user or automatically by fetching a shape reference from the catalogue.
The reason that this function is called Replace Symbol rather than Replace Shape which would be the
standard MS Visio terminology is that it will replace the visual appearance of the shape, and apply the
values of that shape.
5.4.1 Manually Replacing the Symbol
By selecting one or more shapes and using the Replace Symbol command on the right click context menu,
the symbol can be manually replaced. This will bring up a Replace Symbol form.
In the tree view to the left of the form, all open stencils are shown. In the right hand pane of the form all
shapes for the selected stencil can be seen. The user selects one of the symbols and then clicks the
Replace button to make the change.
In order for the stencils list to be seen on the left-hand pane in the Replace Symbol window, they must be
opened in the drawing
 If the selected shape is not of the same type or has inappropriate connections, an error message will be
shown and the symbol will not be replaced
 If the Apply button has been used for replace, the user can revert back to the previous symbol by
clicking Reset button
5.4.2 Replace Symbol from Catalogue
By using the Replace Symbol from Catalogue command available on the shape right click context menu,
the current symbol will be replaced with the one stored in the catalogue. This can be useful in the following
cases.
 The item has received a new catalogue reference outside the control of the AVEVA Diagrams
application and the symbol has therefore not been updated accordingly.
 The user has manually replaced a symbol and now wants to return to the symbol provided by the
catalogue.
 The catalogue has been updated with new symbol references and the diagram should reflect this
change.
 For more information on automatically replacing symbols please see the AVEVA Plant - Diagrams
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AVEVA Plant (12.1)
5.5 Auto Formatting Rules
Auto Formatting Rules allows the user to enable the attributes of an item to control the format and
presentation of the item on the diagram.
The customisation and application of these

rules are carried out using the Auto Formatting
Rules toolbar, which can be displayed from the
View menu and then selecting Toolbars >
Auto Formatting Rules
To set up an auto formatting rule click Show

auto formatting rule sets definition window
icon on the toolbar, this will open Auto
Formatting Rules form as shown.
All rules must belong to a rule set and these

rule sets can be used to group common rules
together.
Any existing rule sets will be seen in the
explorer view on the left of the window. To create a new rule set right click
on any headers in the explorer view and select the Create Rule Set option.
This will bring up a message to name the rule set.
Once a rule set has been created individual rules can be specified using
the right hand side of the form. Any existing rules will be displayed here,
and new ones can be generated by the right click context menu
anywhere in this section of the form.
The Auto Formatting Rule Details window should then be displayed;

this can also be accessed at any time by the right click menu on the rule
itself and selecting Rule Details.
The Auto Formatting Rule Details form has 3 tabs, Shape

Selection Criteria, Format to be assigned and Rule options.
The Shape Selection Criteria tab is used to specify which items

and which attributes should be used to select the items. In this
example the Criteria is set to Type and attribute value, which
means the type of item can be selected from the drop down list
below (in this case All is selected) and the rules for applicable
attributes and their values are set-up in the grid below.
The alternative to the Type and attribute value method of

selecting the criteria is to use a PML expression.
To identify which items on the diagram match this shape selection criteria use the Highlight link on the form,
this highlighting can be removed using the Reset highlighting link.
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Once the selection criteria are specified as required, the desired formatting to apply to the matching items
can be specified using Format to be assigned tab.
A variety of formatting options are available including the ability

to place the item on a drawing layer.
 The drawing layer must have been previously set up to be

visible in the drop down list
Clear auto formatting checkbox can be used to clear previous

formatting applied by other rules if the items fulfill the current rule
criteria. When checked the formatting table will be greyed out
and disabled for editing.
 This rule can be used as an exception clause , i.e. one rule

may say format everything with a spec of A3B, a second
rule could be set up using the Clear auto formatting
checkbox to clear the formatting for any pipe under 100mm
in diameter
The final tab of the Auto Formatting Rule Details form allows the rule options for the application to be
specified.
These options allow how the rules should be applied. Once the
rule has been set up as required, the Save button will save the rule
and make it available to be applied.
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Additional options regarding the use

of the auto formatting rules can be
set up from the Diagrams Options,
accessed from the Tools menu.
As rules are created the Auto Formatting Rules form will be updated. This form can be used to select which
rules or rule sets should be applied using the check boxes in the tree view.
These rules are then applied, removed and managed from the Auto formatting Rules toolbar.
The drop down list can be used to specify the rule set that should be applied. Then clicking the Apply Rules
icon will apply the formatting changes to the drawing.
The Zoom to function can be turned on and off using the next icon, if this is turned on before the rule is
applied; then the screen will adjust to show all the items that have had their formatting changed on the
current drawing page.
The Auto apply rules function can be turned on and off using the third icon. Based on the settings in the
individual rules and those set in the Diagrams Options, the auto formatting rules will be applied whenever
certain actions are carried out on the drawing itself or items on it.
Finally the Reverse all changes done to shapes by auto formatting icon will undo any formatting that has
been applied using the rules and return the drawing and all items on it back to its original formatting.
 Rules are applied in sequence and if one of them is specifying the same property i.e. colour as the
previous rule, then the previous value will be overwritten. Therefore it is important to keep the
appropriate rules’ order
5.6 Splitting Pipelines
A pipeline can be split into two separate pipelines by using a Pipe Splitter shape. From the
SAMPLE_Stencils_Pipeline stencil drag the Pipe splitter symbol and drop it onto the pipeline where the
pipeline should be split. The Pipeline Properties form appears. Change any of the fields and then click the
OK button.
 If the Pipe Splitter does not split the line as it is being dropped, try to zoom in and make sure that the
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AVEVA Plant (12.1)
The user will then have to give a different

name to the new pipeline.
 The pipeline text will not update

automatically on the drawing canvas,
this can be done by clicking on the
Refresh button
In the Schematic Explorer, the inline fittings or valves of the split pipe will then be
transferred to the new pipeline.
5.7 Joining Pipelines
To join two pipelines together, from the drafting canvas select the pipeline that is to retain its name when
they are joined together, now holding down the Shift or Ctrl key select the other pipeline that is to be joined.
From the main pull down menu select P&ID > Join lines, this will join the two
pipelines together. All branches complete with inline fittings and valves will be
transferred to the target pipeline and the now empty source pipeline will be deleted
automatically.
 Branches can also be moved around between pipelines by using the standard Visio Cut / Paste
commands in the Schematic Explorer
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5.8 Deleting Elements
Elements can be deleted by selecting them in the drafting canvas so the vertexes are highlighted and then
by pressing the delete key on the keyboard, the element is removed from the drafting canvas and removed
from the Schematic Explorer tree.
Selecting the element in the Schematic Explorer and right clicking will
also allow the user to delete elements.
 Changes made will only be to the diagram until the Savework

function is actuated
 If elements are deleted from the Schematic Explorer then they
will not be removed from the canvas, however they will no
longer exist in the DB
5.9 Edit Members
Schematic Database elements can be created and edited using the Edit Members form. This dialogue can
be used to efficiently create and edit multiple elements. Elements may also be deleted using this dialogue.
Having selected the element in the hierarchy which is above those elements that are to be edited or created,
i.e. their "parent" or "owner" element, select Edit > Edit Members
or
Element data is displayed in a grid. The parent of the elements is displayed in the title bar. If the dialogue
was opened from the Schematic Explorer, the grid only displays elements that 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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Using the toolbar in the Edit Members form the user can create any
number elements in a specific hierarchical position. The user also can
move, copy or delete any selection, save and manage grid layouts.
If the elements are created using the Edit Members form, then they
need to be detailed using Diagrams functionalities.
 For more detailed information on Creating and Editing Elements please see the AVEVA Schematic
Model Manager (TM-3541) Training Guide
5.10 Reference List
The Reference List window automatically lists the elements

referenced by the CE. i.e., if the current element is an Equipment
element, then the pipes connected to any Nozzle belonging to that
Equipment will be listed. If an individual Nozzle is then selected, then
the list will change to display the Pipe connected to that Nozzle. The
reference list can be viewed by selecting View > Other windows >
Reference List from the main pull down menu.
 For more detailed information on Reference List please see the Getting Started with PDMS User Guide
5.11 Hierarchy
5.11.1 Reverse Order
From the main pull down menu select Tools >

Utilities > Hierarchy > Reverse Order. This
rearranges the elements below the current
selection in reverse order. If desired, this operation
can be undone by immediately repeating the
command.
 This command cannot be used for Schematic

WORL * element and Schematic group
(SCGROU) elements
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5.11.2 Reorder
The Reorder form lets the user rearrange the

elements for an owning current selection element.
To open the Reorder form having selected an
appropriate element from Schematic Explorer,
select Tools > Utilities > Hierarchy > Reorder
from the main pull down menu.
The form shows two lists of members of the current element. To move an element to a different list position,
in the left-hand list, select the element to be moved. Then in the right-hand list, select an element adjacent to
the required list position. Set the Before/After option button to specify the exact position relative to the
selected member.
Click Apply to move the element to its new list position. This process can be repeated if desired to move
other elements before Dismiss button is clicked.
 Reorder operation is not allowed on Segment (SCSEG) elements

 Where there is one and only offspring of an element if the Reorder command is executed a warning will
be displayed to the user
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5.12 Changing a Pipe Specification
Changing the specification of existing pipe can be done by selecting the first tube element in a pipeline
without a specification and then right clicking and selecting Pipeline Properties from the context menu. After
changing the Specification using this dialogue, click OK button. Right click on the tube again and select
Refit from context menu. The new specification reference will be applied to all inline parts in this pipeline.
 To be able to refit the inline items in the Diagrams Options, the Use Specification setting in General
Options > Pipe Dimensioning > Spec Search, Refit – Propagate Autofit, Refit – Propagate at Segment
and Refit – Propagate at Branch settings in General Options > Pipe Dimensioning > Refit options must
be all set to True
The spec selection process will automatically be triggered and changes to specification references can be
followed up by viewing the Message Log window.
 In order to get a good overview of what happens during this operation, it is recommended to only to
change the specification of a reasonable number of parts in the same operation. This makes it easier to
follow up and trace any changes
5.13 Annotation and PML1 Expressions
5.13.1 Attribute Presentation Notation
Through the Attribute Presentation format notation, attribute information can be collected from the DB
element that corresponds to the shape as well as from hierarchically superior elements and referenced
elements. It can also be combined with literals in an arbitrary way.
The native notation uses square brackets [ ] for attribute references that should be evaluated before
presentation. All characters outside the brackets are considered as literals and will be presented as-is.
Referenced attributes can be referred by a dot notation (reference.attribute). References can be in several
steps, in that case the reference chain will be followed to resolve the expression and find the attribute value.
An arbitrary number of literals and attribute references can be combined to form advanced attribute
presentation and annotation strings.
Using [scplin.bore] native syntax will fetch the default bore attribute from the pipeline element that owns the
current hierarchically subordinate element, for a valve [owner.owner.owner.bore] will provide the same
result as previous. The owner of a valve is the SCSEG element, the owner.owner is the SCBRAN element,
and the owner.owner.owner is the SCPLIN element. [name]-[spref.name] will display the name of the
current element, a literal (in this case a "-"), and the name of the related catalogue element.
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5.13.2 PML1 Expressions
PML1 expressions should be enabled by setting Parse for PML1 expressions in annotations to True from
Annotations settings in Diagrams Options, and always be enclosed with curly brackets { }. The usage of
native square bracketed attribute references within PML1 expressions is also supported. In such case the
square bracketed attribute references are resolved first, and then the PML1 expression is parsed.
 The dot notation can be replaced by the ‘of’ word in PML1, i.e. instead of {AFTER([owner.name],’/’) it
could be used {AFTER([name of owner],’/’)
The attribute presentation notation can be applied to the following:

 Attribute Presentation Setup (In Diagrams Options and in Import Shape Wizard)
 Shape Text attribute
 Label annotation fields
Using the PML1 expression {STR(abor)} provides the

arrival bore value, {SUBST(name,2)} uses the substring
function to provide the part of the name of the element
starting at the second character which will give the name
from second character.
It is possible to achieve the same result using either the

native notation or the PML1 expressions where applicable;
i.e. RED[\n]{STR(para1)} x {STR(para2)} will display the
equivalent to RED[\n][spre.catr.para(1)] x
[spre.catr.para(2)]
 The notation can also be a result of a PML1 expression. For more information about PML1 functions
please see Software Customisation Reference Manual, PML1 Expressions
 To get a particular element from an attribute of array type, use a (number) notation. i.e.,
owner.diaref(1). The enumeration of elements is 1-based. The (0) string will give all elements of the
array. To reference an array element in PML1 expressions, use the attribute name followed directly by
a number, i.e. ppbo2
5.14 Refit
In case a bore size inconsistency has occurred, the Refit function can be used. This can happen when a
reducer is inserted and the Propagate autofit setting is set to False in Diagrams Options.
If the current line continues on another page, it will be seen that the resize has not propagated through.
Select the first branch so the vertexes are highlighted and right click, select Refit from the context menu.
The branch sizes including fittings are now propagated.
New reducer added to the line prior to an off page

connector.
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Depending on the propagation settings in Diagram Options, this will propagate downstream to a varying
degree. Also if the branch is connected to equipment nozzle this will have to be changed manually using the
right click context menu and selecting Nozzle Specification unless stated otherwise in Diagrams Options.
 The Refit can also be activated by selecting P&ID > Refit from the main pull down
menu
5.15 Resize
In case the user would like to change the leave bore or branching bore on an existing shape, the Resize
command can be used. From the SAMPLE_Stencils_Fittings drag the Concentric Reducer symbol into the
current line, the reducer is highlighted red in the drafting canvas and a Question form appears asking the
Leave Bore? Select 80 and click the OK button.
The reducer is added and the leave branch is resized. If desired, to

resize the reducer, select the reducer from the drafting canvas so the
vertexes are highlighted, then right click and from the context menu
select Resize
The Question form appears asking Leave Bore? Select 100 and click
the OK button. The reducer and downstream branch is now resized.
 In the above example specification search was used. If specification search is not used, the dropdown
list will not contain any predefined values, and the rounding will not occur
 The Resize command can also be activated by selecting P&ID > Resize from
the main pull down menu
 Resize can only be done at the start of a branch, at branching components such
as tees and size-changing components like reducers. All other components will
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AVEVA Plant (12.1)
5.16 SpecSearch
If the user wants update the values of SCSTYP, SPREF or PSPEC attributes of a design element using the
questions and answers in the catalogue, then SpecSearch function will help to complete the missing values
using existing information.
Having selected an inline element, select P&ID > SpecSearch. The SpecSearch function will dismiss any
spec selection already made and re-do the spec search. This can be useful if there for instance have been
changes to the specification which would result in a different SPCO being chosen from the catalogue. If
some data on the item which was relevant to the selection of the specification reference has changed, the
selection mechanism can be triggered using SpecSeach function.
5.17 Reverse Direction
By using the Reverse Direction command, the direction of valves and fittings can be changed. Select the
valve or fitting so that the vertexes are highlighted, then right click and from the context menu select
Reverse Direction. The valve or fitting is flipped graphically and also in the Shape Data window the Arrive
and Leave points have swapped.
 Reverse Direction only works on valves and fittings, which are

Visio 2D shapes. In case the user wants to reverse the direction
of a tube segment, which is a Visio connector, the standard Visio
Reverse Ends command can be used. This command can be
selected from the Shape > Operation > Reverse Ends in the
main pull down menu bar. An important difference between
these commands is that Reverse Ends changes the flow
direction, while Reverse Direction does not
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5.18 Reverse Direction of a Branch
By using the Reverse Branch command, the direction of a branch and in-line components owned by the
branch can be reversed. Select any tube or in-line components of the branch that requires reversing then
right click and from the context menu select Reverse Branch. The tube components and associated flow
arrows will reverse their direction graphically and the components will be re-ordered in the Schematic
Explorer to show the changes.
Below is an example branch before the reverse of flow:
Then after the reverse has been applied, the result is below:
 Note that the bypass shown here is not affected by the reverse procedure as this is a separate branch,
this can be reversed independently if required
 Inline parts can be defined as directional components. This means that the shape will be always
adjusted to flow of the branch. When such shape is inserted in tube, application will check if its
orientation is corresponding with main flow and automatically reverse direction of the component if
needed. Such shapes can be used i.e. to represent non-returning valves. For more information on
symbol creation please see the AVEVA Plant - Diagrams Administration (TM-3504) Training Guide
If the branch being reversed contains an off page connector, the following message will be displayed:
Clicking Yes will reverse the branch on the page that the user is currently viewing in the same way as
above. The off page connector will be converted in the schematic explorer from its previous type, i.e. an
incoming is converted to an outgoing off page connector type or the other way round, however the symbol
on the drawing will not be affected. The connection to the branch on a separate sheet will be removed.
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AVEVA Plant (12.1)
To complete the procedure, the previously connected line on the separate sheet should be reversed in the
same way and then the off page connectors should be re-connected. The symbols can be edited on the
canvas if required or deleted and a new off page connector symbol can be inserted.
5.19 Insert Cad Drawing
AVEVA Diagrams relies on the standard Visio function Insert CAD Drawing for the background drawings.
From the main pull down menu select Insert > CAD Drawing, the Insert AutoCAD Drawing form appears.
Navigate to the required drawing to insert and then click the Open button.
 It is recommended that the AutoCAD drawing should be inserted onto a new Background canvas and
then made visible through the File > Page Setup form using the Page Properties tab
5.20 Export to AutoCAD
There is a function to export an AVEVA Diagram and the attributes of the items on the diagram into an
AutoCAD file format (.dwg). This is done using the DWG Export which is found on the File menu, under the
Export sub menu.
The Dwg export form has three tabs;

Settings, Lines Map and Layers
The Settings screen is used for specifying

the location, file name of the output file and
the AutoCAD version it should be saved as.
It is also possible to determine the units of
export using this tab.
 If the a diagram has several pages, the Dwg export will only export the current page that is being
viewed (or a section of it)
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Line styles can be mapped from AVEVA

Diagrams style to an AutoCAD line style.
New mapping can be added using the New
button and an existing mapping can be
removed using the Delete button.
There is also a Default drop down list in this

tab where a default line style that can be
applied, so if no mapping exists for an
AVEVA Diagrams line style then the default
AutoCAD line style will be used.
To change the default mappings use the drop down lists available on each of the line types. The Diagrams
(Visio) line type can be selected on the left and then matched to an AutoCAD line style on the right hand
side.
 If an AutoCAD line style is not available in the list then the Refresh icon can be used which will re-read
the Diagrams.lin line styles file, available in the install location (i.e.
C:\AVEVA\Plant\PDMS12.0.SP6\Diagrams.lin)
Colour, Line Width and Line Pattern can be

modified using the layer information of the
shapes from the Layers tab. The list of
layers will be populated from the current
diagram‟s available layer list.
If the ByLayer checkbox is ticked, every

shape that belongs to that specific layer will
have the corresponding property set in the
output file to the setting given next to the
ByLayer checkbox.
 If a layer is not available in the list then the Refresh icon can be used
Once the required settings on all tabs have been selected, the Save button at the base of the form can be
used to save the settings. These settings are stored in DiagramsCadExport.xml file in the installation folder
(i.e. C:\AVEVA\Plant\PDMS12.0.SP6\DiagramsCadExport.xml). To overwrite the current settings with those
that have previously been saved, use the Load button.
Once the settings and line mappings are set use the Export button to create the AutoCAD file. The file will
be created and saved in the specified location. Click Dismiss button to close the form.
5.21 Excel Import and Export
The Excel Import and Excel Export facility allows user to import and export of Excel Workbook files to and
from database. Excel Import can be reached from File > Import > Import from Excel and similarly Excel
Export can be reached from File > Export > Export to Excel
Where an Excel file is used for an import, the file may contain multiple worksheets. Each worksheet may
contain different element types. The worksheets which will be imported may be selected. Columns in a
Worksheet may be mapped to corresponding attributes in the database. Owner/Member relationships
between elements in each worksheet may be defined by providing a column to represent the OWNER
attribute in the child element worksheet.
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Prior to an import, a summary listing of the changes to the database that the import will result in will be
displayed. All, or a selection of these changes may be accepted, and the import run. The import may also be
cancelled without changes being made to the database.
Where an Excel file is generated by the export tool, the element types and the attributes of those elements
which will be included in the export may be defined. Each element type included in an export will be
exported to its own named worksheet in the generated Excel file.
 If a round trip of exported data is required, then key attributes required to maintain element identity,
such as REF and NAME need to be included in the export. For creating new elements using import,
OWNER attribute needs to be included in the imported file
The configuration defined for an export or an import may be saved, and used again. A single configuration
may be used for the export and import of a workbook layout.
 For more detailed information on Excel Import/Export please see the AVEVA Schematic Model
Manager (TM-3541) Training Guide
5.22 Find in Drawing
The Find in drawing toolbar helps user to navigate to a specified type of element within the given criteria.
From the toolbar, select the type from the pull down list, this filters the search to a specific element to narrow
the results and also supplies information for filling the Attribute List. Using the appropriate operator the
desired value can be keyed-in to the Value Field.
Whilst Find is being processed the Add to Selection / Highlight or Zoom to options can be used.
Find The user can define the behaviour of Find action clicking
Find and Select or Find and Highlight buttons.
Add to Selection / Highlight When active, the elements found will be added to the
selection on the drafting canvas. If no item is selected then
the elements found will be the first element for multi
selection.
Select / Highlight in selection Enables the user to determine the search area by making a
selection of elements. When active, the Find operation will
be processed only within the graphical selection.
Zoom to When active, the element found will be centred in the

drafting canvas.
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Search for
When active searching will be filtered by Defined shapes only or
Undefined shapes only. The user can also select Undefined and
Defined shapes to search all the elements.
The History icon stores all the find queries made in the current session. The History list can be cleared by
selecting History > Clear History
Exercise 3 – Diagram Creation Continued
1. Re-open the previously saved diagram TRA_Diagram from Exercise 2 and add the Gate Valves and
Tees as shown on pipe 100-B-1-A3B. Also add another branch to it as shown below. The FCV is
made up from 2 symbols, An instrument globe valve and an actuator.
2. Use the replace symbol command to replace the gate valve (below the control valve) with a NC
globe valve as below.
3. Add a set of new Offline instruments FE222, FT222, FIC222, FE222, and FY222 to the drawing as
shown below. For the instrument lines, create a new instrument loop, F-222 and then create a new
instrument line and associate it to this loop.
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4. Insert a concentric reducer into the 100-B-1-A3B branch just before the control valve FCV222 and
reduce the size down to 80, and another concentric reducer after the control valve. The same goes
for the NC Globe Valve.
5. Insert the OPCs to the following pipes. Remember to propagate the changes across to Page-2 using
the Refit command and also remember to change the equipment nozzle specification to reflect the
change in size.
The first 2 drawings of a set of 4 sample drawing have now been completed. The complete set can be
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CHAPTER 6
6 Diagram Pre Release Checks / Release Status
6.1 Consistency Check
It is recommended that the user should check their design after a reasonable amount of design. To avoid
bore size inconsistencies, connection errors and consistency between the drawing and the database the
user must check the schematic design before releasing items to 3D.
The Consistency Check command can be executed on a single shape, several shapes or on all shapes in
the drawing. This function will perform two kinds of checks on the selected items. It will check the
consistency between the drawing and the database as well as performing an engineering check.
The Consistency check can be activated either from the main pull down menu under Object > Consistency
Check or by right clicking and from the context menu selecting Consistency Check. There is also a
Consistency Check icon that user can click on at the Object toolbar.
or or
Once the Consistency Check has been activated the Consistency Check Result form appears showing any
inconsistencies. Inconsistencies are classified as Errors, Warnings and Informational messages as indicated
by the status icon.
By clicking on each line in the Consistency Check Result form, the corresponding shape will be highlighted
in the drawing. In case the shape is not visible in the current view, the system will automatically pan and if
necessary zoom out to make the entire shape visible. The system will also attempt to bring back the drawing
to a consistent state against the database in case any inconsistencies have been detected. This normally
means that non existing database shapes will be disconnected or undefined in the drawing. No automatic
updates will be done to the database.
 A summary of the consistency check result can also be seen in the Message Log. In case no
inconsistency is detected, the Consistency Check Result pane will not appear
 In the Consistency Check Result form, right clicking will activate a context menu.
Using this menu the user can Hide, Unhide all inconsistencies or Export to
text or Excel file
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6.2 Highlight Changes
The user can compare the changes made to a diagram using the Highlight Changes command from the
right click context menu.
Latest will automatically pick last two database sessions to compare

Choose Sessions will display dialogs for selection of a diagram element and two database
sessions and/or database stamps
If a diagram is present only in a single database session, the following message will be displayed up on
choosing the Latest option.
When the selected element (e.g. SCPLINE or SCBRANCH) contains members that are present on multiple
diagrams, a dialogue is displayed for selecting the diagram to be used for comparison.
Clicking Cancel button will display the message below, terminate the comparison process, and display an
empty form.
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Clicking OK button will begin comparison of the selected diagram if the Latest option was selected. For
Choose Sessions, the Select Diagram and Sessions to Compare dialogue box will be displayed. This form
allows for selection of the diagram element and two sessions and/or stamps from the current database.
Clicking the … button next to Diagram Element will display the Select Diagram Element dialog, and clicking
the ... button next to Target Session or Base Session will display the Select Session dialogue.
Clicking OK button will begin the comparison process, and load the resultant diagram and comparison
results in the add-in window. When a diagram contains multiple pages, each page will be loaded in a
separate tab within the add-in window.
In case the base session selected is higher than the target session, clicking OK will display the error
message shown below.
Select Diagram Element dialogue displays a tree view containing elements having SCDIAG types as their
members. Selecting a node from the tree will display a list of diagram (SCDIAG) elements.
Selecting a diagram name and clicking OK button will return control to the Select Diagram and Sessions to
Compare form and update the diagram name in the Diagram Element text box.
Select Session dialogue will display a

list of sessions available for the
selected diagram element. Selecting a
row from the grid and clicking OK
button will return control to the Select
Diagram and Sessions to Compare
form and update Target Session or
Base Session text box, based on the
button used to invoke this dialogue.
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On completion of the comparison process the Change highlighting in Diagram window is displayed as shown
below.
The add-in toolbar contains icons and controls for performing various tasks.
Start New Comparison Clicking this icon will display the Select Diagram and Sessions to
Compare dialogue for starting a new comparison.
Re-Compare Selected Sessions This will redo the comparison, and update the results. It is mainly
useful when the comparison is made using the Latest option.
Print Diagram Displays the printer selection and preferences dialogue.
Highlight New Elements If there are new elements present in the target version, they will be
highlighted using the New Items Added colour setting, on clicking
this option.
Highlight Deleted Elements If there are elements that exist in base version, but deleted in target
version, they will be highlighted using the Items Deleted colour
setting, on clicking this option.
Highlight Modified Elements Elements whose attribute values differ between the target and base
sessions, are highlighted using Items Modified colour setting, on
clicking this option.
Zoom In Zooms in to both views.
Zoom Out Zooms out in both views.
Zoom to Fit Fits the diagram to viewer window, maintains aspect ratio.
Auto Zoom on Selection When this option is selected, selecting an element in the Schematic
Explorer or comparison result grid, will zoom the diagram to display
that element automatically.
Attribute Configuration Options Default Settings which the add-in is supplied with will be the only
option available, unless a user specific or project specific mapping
has been saved using Attribute Configuration dialogue.
Attribute Configuration Clicking this icon will display the Attribute Configuration dialogue
shown below. This dialogue contains a drop down list with element
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button will select all the attributes for the selected element type,
and Exclude All button will de-select all the attributes for the
selected element type. Alternatively, individual attributes can be
selected or de-selected by changing status of the check-box
from the Include in Comparison column in the respective row.
Modified configuration needs to be saved as a user preference
or project preference, which will become the default, and appear
in the Attribute Compare Configurations drop down list after
clicking OK button.
 After changing the mappings, the user needs to click on

the Refresh button to redo the comparison using modified
mappings
Highlight Colour Configuration Clicking this icon will display the Highlight Colour Configuration
dialogue shown below. Clicking in the Colour column in any of the
rows will display the Colour Selector dialogue. Selected colour will
be used for highlighting respective elements on the diagram.
 Status bar in the add-in displays the status as a progress bar while loading the comparison results,
otherwise Ready; Diagram Name; Page Number; Base Session and Target Session details i.e. DB
number, Session number, Date and User
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6.3 Item List
The Item List contains lists of the items on the current page of the diagram drawing. These are arranged on
different tabs according to their type. The Item List can be shown by using the View > Item List from the
main pull down menu.
The Item List is synchronized with the drawing, so that any items added to the current drawing page or
removed from the page will be immediately reflected in the Item List.
 When drawings with many items are being worked on, the automatic synchronization between the
drawing and the Item List might lead to a noticeable delay in some situations, depending on the
computer performance rating. In case this happens, the automatic updating can be turned off by setting
the System configuration > Item List > Automatic updating default setting in AVEVA Diagrams
Options to False. Then the Item List can be refreshed manually by using the Refresh Item List
command on the right click context menu
The Item List features a right click context menu that contains the same item specific commands as in the
Schematic Explorer as well as some presentation options such as Export List to Spreadsheet, Show
group panel, Show Filter Row etc.
When items are selected in the drawing, they will also be selected in the Item List and vice versa. This
behaviour can be turned off by setting the Connect Item List with Drawing default option to False in
Diagrams Options.
In the Pipe inline components tab, Tube elements are by default not shown in the list. It is however possible
to turn on the display of Tubes by changing the Diagrams Options > System configuration > Item List >
Tube/Duct visible default setting to True.
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6.4 Status Control
The Status Control allows the user to control and report on the status of individual elements as they
progress through their lifecycles. It can be applied to any model objects, e.g. schematic components,
equipment, drawings, etc. It can be expressed in a variety of ways, i.e. Approved for Construction, 80%
Complete, Work Started, etc.
The desired project configuration is created by administrators as Status Definitions in Lexicon. It is applied
to model objects by end users in any of the constructor modules using the Status Controller.
The Status Control data model defines a workflow as a status definition owning a set of Status Values.
Individual model objects reference the status value via a status link object as shown below. The status link
objects are distributed globally with the model objects they refer to. They are not visible to the end user, but
the status data is available as pseudo attributes.
Schematic Database (Diagrams) Dictionary Database (Lexicon)
Globally distributed with

model objects
Status Link World
Status Definition
Status Link
Element Ref
Status Value Ref
Comment: Text
Diagram /TRA_Diagram
Pseudo Attribute
Design Status Value: Work Completed
Design Status Number: 40%
Status Value
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6.4.1 Activating the Status Controller
From the main pull down men select View > Status Controller, the Status Controller form is displayed.
From the Status layout Pull down list select New Layout
The Select Status Columns form is displayed. Select the check boxes that
are required to be displayed and then click the OK button. The Default
Status Profile form will be displayed showing all the elements according to
the controllable element types set in Dictionary Database.
6.4.2 Status Control Toolbar
1. Promote
2. Demote
1 2 3 4 5 6 7
3. Edit Status
4. Remove Status
5. Status History
6. Statistical Report
7. Save Status Layout
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6.4.3 Changing the Elements’ Status
From the Default Status Profile List select the element(s) that require their status to be changed and then
right click and select Edit Status from the context menu. The Status form is displayed, from the Status
section of the form use the pull down list to select the next status transition i.e. Work_Pending and then click
the Apply button.
 Until an initial status value is set against an element the Promote and Demote commands are not
activated
Once the initial status value has been set the Promote and Demote commands are available either from
the right click context menu or the Promote and Demote icons. This allows the element to promoted or
demoted in the sequence of the valid transactions (one sequence at a time).
or
 If the Edit Status is used, more than one valid transaction

may be selected
6.4.4 Removing Status
If the status is removed from the element, this will reset the element back to its original state i.e. Not
Controlled, the Remove Status command is available either from the right click context menu or the
Remove Status icon.
or
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6.4.5 Status History
The Status History shows a full history of the element / elements as they have been promoted and demoted
through their life cycle. The Status history form displays Session, Date, User, Element, Event, Status
Definition, Status Value and Comment fields. The Status History command is available either from the right
click context menu or the Status History icon.
or
If the user right clicks on the Status History grid a context sensitive menu will appear, this allows the user to;
Refresh This will refresh the Ststus History list to show any updates
since the form was original opened.
Export to Excel This allows the user to export the Status History list to
Excel.
Print Preview This allows the user to see a print preview prior to printing.
6.4.6 Statistical Reports
The Statistical Reports allows the users to see a graphical representation of an element or a number of
elements. Highlight the element(s) from the Default Status Profile grid then either from the select Statistical
Report from right click context menu or click the Statistical Reports icon.
or
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The Statistical Report is displayed.
The graphical representation of the report can be changed by right clicking on the Statistical Report, a
context sensitive menu will appear, select Chart Type > Bar Chart. The Graphical representation of the
report is changed to the newly selected chart type.
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The other options on the context sensitive menu are as following.
Chart Legend This allows the user to move the chart legend in the graphical report either to Left, Right,
Top, Bottom or turn it Off.
Print This allows the user to print the graphical report

Save This allows the user to save the graphical report to an .xml file
Load This allows the user to load a pre-saved graphical report back from an .xml file
Refresh This allows the user to refresh the contents of the graphical report to show any updates
since the report was originally updated.
6.4.6.1 Graphical Representation Examples
The following graphical representation styles are available for statistical reports.
Bar Chart Bar Chart 3D Cylinder Bar Chart 3D
Stack Bar Chart 3D Cylinder Stack Bar Chart 3D Column Chart
Column Chart 3D Cylinder Column Chart 3D Stack Column Chart 3D
Cylinder Stack Column Chart 3D Pie Chart Pipe Chart 3D
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6.4.7 Additional Graphical Report Features
Once the graphical report has been generated, there are some additional features available. If the user
selects the portion of the report and then right clicks, a context menu appears, which allows the user to;
List Elements This displays a list of elements from the graphical report that are at this
status value
Add To My Data This will add the elements at this status value to the My Data form as a new
collection
Add To 3D View This will add the elements at this status value to the graphical 3D view in
Outfitting module
Edit Status This allows the user to edit the status of the elements at this status value to
either promote of demote the status
Status History This will display the Status History form
6.4.8 Saving a Status Layout
The Save Status Layout allows the user to save the current layout and then activate this if required from the
Status Layout pull down menu. Click the Save Status Layout icon, the Save Layout As form appears, key in
Equipment_Status and click the OK button. The saved Status Layout is now visible in the Status Layout
pull down menu.
 If a status layout is to be removed then this needs deleting from the C:\Documents and Settings\<user
name>\Local Settings\Application Data\Aveva\PDMS\SAMStatusGridProfiles folder
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6.5 Releasing Information to 3D (Overview)
To support the workflow between diagram draftsmen and 3D model designers, AVEVA Diagrams includes
some functions to manage the release of information to 3D. These are as follows:
 Setting the release status.

 Highlighting and visualizing release and link status.
 Warnings and restrictions for released and linked items.
AVEVA Diagrams supports a release status that can be set or re-set through the application and acts as a
flag to the 3D designers that the diagram data is now complete and approved and can be used as a base for
3D modelling.
The release status can be set on database items in a flexible way, among these is to set the release status
for all items in a diagram. However, the diagram document as such does not have a release status and will
not be managed in this way.
The release status is represented by the RESTAT attribute in the database. A value of 1 means that the item
is released and a value of 0 means that it is not released.
The diagram documents are made available to 3D design users as SVG files. Each time a diagram
document is saved, a corresponding SVG file is created in addition to the Visio file depending on the
Diagrams Options. This can then be used for viewing the diagram without the need for having MS Visio
installed. The SVG file name can be found by querying the NVIEWF pseudo attribute on the SCDIAG
element.
It can be changed the save work behaviour via Create SVG on Save Work setting in Diagrams Options.
The settings now can be;
Create SVG on Save Work set to ‘Always’: Each time that Save Work is
executed SVG files are generated
for every page of the diagram. It
doesn‟t matter whether the
diagram has elements released to
3d or not.
Create SVG on Save Work set to ‘For data released to 3d only’: Each time Save Work is executed
SVG files are generated for each
page of the diagram that contains
data released to 3D. For every
page that does not contain
released to 3D data a “dummy”
SVG file is being created.
“Dummy” file is just an empty file
with some basic parameters so the
diagram data is possible to load to
the integrator without errors.
Create SVG on Save Work set to ‘Never’: SVG files are never created when
save work executed. However if
the diagram contains released to
3d data a warning message is
displayed in the message log.
Alternate ways of creating SVG files could be;

 File > Batch Job > Update Diagrams command.
 File > Release Diagram to 3D command.
 Once items within a drawing have been released to 3D each time the Save Work command is initiated
an SVG file will be automatically created, this can lead to slower saving times
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6.5.1 Setting the Release Status
Setting the release status can be done in a number of flexible ways, i.e. by right clicking on items in the
Schematic Explorer or using the shape right click context menu. Also, the user can set the release status by
selecting one or more objects in the drawing and using the Object > Set Release Status menu or clicking
on the Set Release Status icon in the toolbar.
From the main pull down menu select Object > Set Release Status; the Set Release Status (Diagram
Context) form appears. Tick the boxes for which elements are to be released, enter a comment and then
click the Set Status button.
 By right clicking on the drawing background then selecting Set Release Status from the right click
context menu will view all items on all pages in the current drawing.
 To release a diagram page by page, click on the Release Diagram to 3D icon on
the toolbar or File > Release Diagram to 3D command can be used. On extract
databases the Flush Extract checkbox will become available
If the Set Release Status form is activated again,

the elements will display a released date, user, etc.
 The user can place a comment only for the

items which are changed in the same release
process by using the Apply comment only
for changed elements checkbox
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6.5.2 Visualize Release and Link Status
Open the diagram which the elements are released, then select Tools > Visualize Release and Linked to
3D Status from the main pull down menu. The items that are released in the current drawing page will be
highlighted or selected.
The Visualize Release and Link to 3D Status form appears, here the user can visualize what is released and
what is not released in the diagram and also if they have a 3D object linked.
If the user tries to change an element that has been released, a 3D model release warning form appears. If
the user clicks OK, the modification will be applied to the item and the release status will be reset. If the user
wants to release the item to 3D again, they will have to use the Set Release Status function again. If the
Cancel button is clicked, no changes will be done.
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Once the visualisations complete the user can reset the highlight by selecting Object > Reset Highlight
from the main pull down menu or by clicking the Reset Highlight icon from the Object toolbar.
or
6.6 Compare/Update
6.6.1 Compare/Update with AVEVA Instrumentation
The Compare/Update form can be only used to update or compare attribute values for
schematic elements against data held in AVEVA Instrumentation, AVEVA Electrical,
Engineering and Design Database where appropriate. This form is reached by
selecting View > Compare/Update command from the main menu.
The Compare/Update form will be displayed horizontally docked, and initially empty.
Select the appropriate source and click the Login button.
Select the appropriate AVEVA Instrumentation Project and click

the Select button. If attribute mappings have previously been
set up the compare process will start automatically.
If the attribute mapping has not been set up, the user will be prompted to do this now. Click Yes to set up
the attribute mappings now.
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Use the attribute mapping details to define attribute mappings

for selected instrument or loop types. Common attribute
mappings can be defined using attributes of SCINST for
instruments and attributes of SCLOOP for loops. These
common mappings can be applied to the selected types, i.e.
SCINST and SCOINS for instruments, whilst separate mappings
can be applied for other types, i.e. SCVALV.
To identify which types will have common mappings, select

Instruments or Loops in the Group list, then check the required
types in the Common attribute applied for list.
To modify the existing mappings or create new mappings, click

Map Attributes button.
Logging can be enabled using the Logging section, by checking

the Enabled checkbox and keying in a valid path.
 The available types in the Common attribute applied for list will include any UDETs defined with an
appropriate base type
 Adding a type to common mapping will replace any previously defined separate mapping for that type
Attribute mappings can be defined for any of the

instrumentation element types, these being Common
Instrument and Common Loop, along with the separate
instruments types that have not been included in common
mapping. i.e., if SCOINS, SCINST and SCLOOP were
included in common mappings, then the options in the
Element Type list will be Common Instrument, Common
Loop, SCACTU and SCVALV.
In Element Type drop down list select Common Instrument

and to add an attribute mapping, select an AVEVA
Instrumentation Attribute from the left hand side of the
attribute list, then select a Schematic Model Attribute from
the right hand side. Click OK on the Map Attributes and
Options forms to save the mappings.
 A new empty row will be added beneath the rows as rows are filled. A right click context menu also
allows the addition of new rows, and deletion of selected rows
 If any attribute is mapped multiple times, the row(s) will be highlighted in red, and OK button will not
save the mappings.
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If element filtering has not been set up, the user will be prompted to do this now.
 A filter that was previously saved will be applied to the data being read from AVEVA Instrumentation. If
the filter prevents the display of the Instrumentation data, modify the Filter settings, then click on
Refresh in the toolbar in order to proceed with the compare process
Filtering controls which elements are to be made available to

Compare/Update, from the relevant AVEVA Instrumentation
project, as it might be useful to limit the number of rows
displayed in the grid when a large number of Instruments and
Loops are present in the AVEVA Instrumentation project.
Click on Add Filter label link to add a row then select the
attribute, operator and value. The available operators will
be appropriate to the data type of the selected attribute.
Click on OK button to save the filter. To delete a filter,

select the row and click on Delete Filter link label.
 Multiple filters will be joined with AND when generating the query
 Options, filters and attribute mappings are automatically saved in the folder C:\Documents and
Settings\<Current User>\Local Settings\Application
Data\Aveva\Diagrams\12.1\SchematicInstrumentationAddin
6.6.1.1 Instrument Tag and Loop Matching
Instrument tag and loop matching uses the following criteria;
 If Schematic Database instrument data has previously been imported into AVEVA Instrumentation,
the Schematic Database references will have been stored in AVEVA Instrumentation. If available
these will be used as the first attempt to match.
 If AVEVA Instrumentation data has previously been imported into the Schematic Database, and the
integration UDA (:pmg-sch-ai) was available, the AVEVA Instrumentation database references will
have been stored in the UDA. If available, these will be used as the second attempt to match. If the
UDA is not available this step will be skipped.
 If the first two attempts have not generated a match, the third attempt will match on the default
criteria of Tag or Loop as appropriate.
 For more information on integration UDA please see the AVEVA Plant - Diagrams Administration (TM-
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To re-read the data from AVEVA Instrumentation and repeat the compare process, according to the attribute
mapping and filtering settings click the Refresh button in the toolbar.
6.6.1.2 Display of Comparison Results
Once the attribute mappings and filters are set as required the results of the compare process will be
displayed in the grid. The Instruments or Loops tab lists the matches with the total number of changes
available for each item. The user can select Instruments or Loops in the toolbar to display either category's
data in the grid.
The Attribute Details tab lists the individual attribute differences for each selected instrument or loop.
When the Instrument tab displays the instruments retrieved from AVEVA Instrumentation with comparison
against the Schematic database, the following columns are displayed by default;
Accept displays check boxes showing the current choice for how data will be
updated.
TagNo displays the item‟s Tag No information taken from AVEVA Instrumentation.
Matched displays whether an object in AVEVA Instrumentation is matched against
an existing object in the Schematic Database. If there is no matching object
in the Schematic Database the row will be greyed out.
Matched Against lists the type of matching object in the Schematic Database
Number of Changes lists how many attribute changes are available for update.
Changed Attributes displays a comma separated list of the attributes which
have changes available for update.
Attributes displays a comma separated list of the attributes which have changes
to be Updated available for update and which the user has chosen to be updated.
 Only selected and mapped attributes are considered for comparison. Unmapped attributes are not
considered even if there may be mismatch(es) between them
Accept All check box in the toolbar can be used to accept or reject all available changes on all objects
compared. Similarly the Accept check boxes in the Instruments or Loops tab can be used to accept or reject
all available changes for individual objects. For individual objects, use the Accept check boxes in the
Attributes Details tab to accept or reject individual changes.
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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. Selecting an object in the
Schematic Explorer will select the corresponding rows in the currently displayed tab if that object is available
for update in the tab.
 It is possible to view the details of the elements and the Datasheet if

the item from AVEVA Instrumentation has any
Click Update Database icon to apply all the accepted changes to the
Schematic Database.
The Update Schematic Database form will display the statistics from the compare process and the choices
made for accepting changes. Click Update button to apply the update(s).
Once the update process is completed, the results summary will be displayed. The grid will be updated with
results messages and highlighted in the appropriate feedback colours.
 If an update error occurs for a particular attribute, only that attribute will fail to update. Other attributes
on the same object will still be updated if possible.
 After updating the database , the user needs to execute Save Work to save these changes
permanently to the Schematic database
 Even if there are no attribute updates to be made, there may still be data updates for the AVEVA
Instrumentation database references resulting from the matching process
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6.6.1.3 Settings
Using the right click context menu of

AVEVA Compare/Update form on any
column header, the user can choose
which columns are to be displayed and
manipulate the order the columns shown.
It is also possible to export the contents
of the grid to excel or to show a preview
prior to printing.
Other options include enabling or

disabling filtering, column summaries and
sorting as well as changing the feedback
colours.
6.6.2 Compare/Update with Design Database & AVEVA Engineering
Select the Source from the list and then select the desired source group. The available groups consist of
Design Equipment, Design Instruments, Design Pipes, Design Piping Specials and Design Valves.
The mapped schematic and design types for each group are fixed, but engineering types depend on project
setup and so engineering groups will not be available unless their element type mapping has been defined.
The selected element types will be compared between the Diagrams and the selected data source, and the
results will be shown in a grid with the previously described actions available for updating the schematic
database.
 For more information on Element Type Mapping please see the AVEVA Plant - Diagrams
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Dabacon elements are matched for mapped types. Design and schematic types are fixed for each source
group. Type mapping for UDETs is as per their basetype.
Source Group Design Schematic

Pipelines / Pipes PIPE SCPLIN
Equipment EQUI SCEQUI
Instruments INST SCINST, SCOINS
Valves VALV, VTWAY, VFWAY SCVALV
Piping Specials Piping BRAN members SCFITT
Excluding instruments, valves, ATTAs,
WELDs, and HVAC fittings
All Engineering types are UDETs with basetype ENGITEM, thus each source group can have one or more
UDETs mapped against it. e.g., the Engineering Equipment group may have :ELECEQUIP and
:MECHEQUIP both mapped.
 For valves and piping specials, only named elements are compared. Unnamed elements are
considered to be bulk items
By default, matching of all elements is by the Name attribute. The recommended alternative for matching of
pipelines to pipes is by key attributes, to support the one to many relationships where one pipeline (in
schematic or engineering database) may be modelled in 3D as multiple pipes. Key attribute matching uses a
combination of several attribute values to identify matching 3D pipes for a source schematic or engineering
line. i.e., several pipes may be matched to a single line according to their values for line number, bore, pipe
specification and duty. Key attribute matching must be setup using Advanced Configuration.
 If elements have been linked, this takes precedence over the rules for matching. Linked elements will
be treated as matched even if, for example, their names have been changed so they no longer match
The Options icon could be used to customise the attribute mappings as described before. Common
attribute mappings can be defined using attributes of SCEQUI for equipment. These common mappings can
be applied to the selected types, i.e. SCEQUI for Design Equipment, whilst separate mappings can be
applied for other types, i.e. SCOINS.
Logging can be enabled using the Logging section, by checking

the Enabled checkbox and keying in a valid path.
To identify which types will have common mappings, select

Design Equipment in the Group list, then check the required
types in the Common attribute applied for list.
To modify the existing mappings or create new mappings, click

Map Attributes button.
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The Advanced configuration area on this form is for the use of administrators and is shared between AVEVA
Schematic 3D Integrator and Compare/Update form.
It is possible for the user to check the links by clicking the Manage Links button. Using the right click
context menu or the File > Properties command will show if there is any link element on the selected
database.
Using Validate or Validate All commands will output a list of links and any errors to the command line for
the selected database or all databases in the list respectively.
 For more information on Linking please see the AVEVA Plant - Diagrams Administration (TM-3504)
Training Guide
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Compare/Update utility can link matched elements when both the source and target are on Dabacon
databases. The mechanism used is shared with AVEVA Schematic 3D Integrator so that any links are
consistent. To display the Update Schematic Database form click Update Schematic Database the icon.
Link inserted items checkbox will insert any unmatched

items and link them between the Schematic and Design
databases. Unless Update attributes for linked items
checkbox is checked the attributes of the newly inserted
elements will not be updated.
For the given source group of element type to be created

under a schematic group, the user should select a
SCGROU elements using the browse button.
If any elements found matching, these could be linked using the Link matched items checkbox. Unless
Update attributes for linked items checkbox is checked the attributes of the newly linked elements will not
be updated.
If any elements found linked, these could also be unlinked using the Unlink selected items checkbox.
In all cases the Update Schematic Database form should update the statistical numbers according to the
settings made. After modifying the settings as desired click the Update button.
Database update results will be displayed and any diagram affected by this update will be listed. Click the
Close button.
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The newly inserted elements should appear in the Schematic Explorer as

shown.
6.7 Batch Job
By using the File > Batch Job command from the main pull down menu, a selection of diagrams can be
checked and printed in one operation.
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To the left, the contents of the database can

be navigated using the Database tree tab and
searched using the Search tab. The only
difference between this and a general
browser are that it contains checkboxes for
multiple selections in the tree view. In the
Search tab view, multiple diagrams may be
selected by using standard windows controls
for selecting objects i.e. Shift + Click and Ctrl
+ Click.
 The * symbol can be used in the Search function to return all the drawings available
Items can be added to the selection in the right side of the dialogue by ticking the diagrams checkbox in the
Database tree and then click the Add button. The diagram can be removed from the selection section by
clicking the Remove button.
The selected diagrams can then be checked against consistency and printed by using the Consistency
Check and Print button at the bottom of the dialogue.
6.7.1 Batch Update
This functionality allows users to update many drawings in one go without opening them where the user may
want to update the drawings according the master shape changes, defaults, catalogue defaults and/or
Diagrams defaults. The option is available from File > Batch Job command.
Select the diagram to be updated and using

the Add button, ensure the diagram is
displayed in the Selection list. Then click
Update Diagrams button.
Make sure the selected diagram is closed

before proceeding, otherwise a warning will
be displayed and it won‟t be possible to
update an open diagram.
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The Update Diagram Options form will be displayed. The form contains options with which the user can
select which actions to be carried out, e.g. type of data to be updated, category of updates to be undertaken,
Update symbols according to master shapes This option will replace shape symbols if the shape
master that is located in document master, has any
difference than master selected by user.
Update symbols according to catalogue information This option replaces symbol shape according to
data in specification. Symbol from SPREF will
replace existing one. SPREF attribute must point to
element that has valid SYMGROU and SYMNAME
attribute values.
Update annotation formats This option allows the user to update auto labels
and presentation text according to diagrams
settings or master settings. If master was selected
then labels and text rule is taken from master
instance. In case when master is not selected then
system will check if shape that should be updated
took its setting from master or default. If settings
were taken from master and master is not selected
then some shape settings will not be updated. If
settings were taken from diagrams default settings
then system will update them.
Update attribute presentation settings This option allows the user to update Shape Data
order, presentation texts, visibility etc. according to
Diagrams Options or master settings. This option‟s
behaviour can be controlled globally for each type
separately by checking Allow individual shapes
to override default settings in Diagrams Options
for the data from selected master will be used.
Otherwise the shapes will be updated according to
diagrams default settings. When master was not
selected, system checks if the shapes that should
be updated took their settings from the master or
Diagrams Options. If the settings were taken from
the master and the master is not selected then the
shapes will not be updated. If settings were taken
from Diagrams Options then system will update the
shapes. During update all Shape Data that exist in
shape instance but does not exist in current
settings will be removed.
 If an attribute is removed using Batch Update, the system will not remove it but will give a warning if
other attributes are using this data, i.e. where Instrument type is used as shown, it will not be possible
to update the shape not to show this attribute in Shape Data
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Ignore stencil settings This option allows the user to update the shapes
according to Diagrams Shapes and not the master
settings.
Refresh shapes This option calls a refresh on each shape.
 Ignore stencil settings option will not work for autolabels’ layer. The layer for autolabel is taken from
master that is used to create autolabel
 Shapes that do not have settings in Diagrams Options will require master to be selected, i.e. Title
blocks and Multi labels
 Batch Update cannot be used to set any default values to shape data
Once the desired settings are checked on the Update

Diagrams Options, it is possible to select the masters
for the update to be applied to. Click on the Browse
button which is next to Select master shapes to use for
update (0 selected). This message will be updated with
the number of the master shapes after the selection is
accepted. The Select Masters to update form will be
displayed where the user can add a stencil and pick
some or all masters from it to be updated in the
drawing(s) previously selected.
Click the Add Stencil button and selecting the

required stencil click Open button.
Select the shape from the stencil and using

the right click context menu or by dragging
and dropping add the shape to the Masters
to update area. If desired Add all checkbox
can be used.
Masters also can be removed from the Masters to update list using a right click
context menu.
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AVEVA Plant (12.1)
Click the OK button and the Update Diagrams Options form should now show the number of the masters to
be updated.
 It is possible to use the Load log button on the Update Diagrams Options form to open a saved log file
using Save Report button on Update Diagrams Status form
The Update Diagrams Status is now displayed and the user can click on the links shown in the related
columns to view the informational messages, warnings or errors.
 If the user deleted an auto label from a shape, it may not be added after the update as system
remembers the deletion. To add the auto label, use Ignore stencil settings checkbox or select the
appropriate master
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AVEVA Plant (12.1)
Click OK button on the Update Diagrams Status form, dismiss the Batch Job form and open the updated
diagram.
 Clicking Cancel on the Update Diagrams Status form will revert all changes done by Batch Update
process
The updated changes should now be

reflected by the shapes on the diagram
from the selected masters. If the
diagram is not refreshed automatically
upon opening due to Diagrams Options,
manual refresh may be required. The
user needs execute a Savework
command for the changes to be
permanent.
6.7.2 Batch Consistency Check
By clicking the Consistency Check button, the Batch Consistency Check form will appear and will perform
a consistency check on the previously selected diagrams.
The result summary for each diagram is reported in the Errors, Warnings and Informational columns on the
Batch Consistency Check form. The progress for each diagram can be seen in the progress bar.
By using the Stop button, the consistency check function

can be cancelled.
In case the user wants to investigate further any of the issues found in a diagram when the consistency
check was done, it is possible to select the diagram from the available list and click the Open Diagram
button. The diagram will then be opened in the background, and after the dialogue is closed, the
Consistency Check function can be used to create a detailed report of the issues with that diagram.
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AVEVA Plant (12.1)
6.7.3 Batch Print
By clicking the Print button on the batch job form, a print dialogue form will be shown. Change the settings
to suit the diagram being printed and click the OK button. All pages of all selected diagrams will be printed
on the selected printer.
In the Print form it is possible to select the

following:
 Which printer to use

 Number of copies
 Print colour as black
 Printer paper size and aspect
 Zoom settings
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CHAPTER 7
7 Schematic Model Viewer
7.1 Overview
The Schematic Model Viewer allows the users to view the contents of the schematic model database
independently of the diagram layouts. 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, meaning
that it can be hosted by different applications. The viewer will also require access to a SCHE DB as part of
the current MDB.
To start the viewer, the user will have to select an equipment item. This item will be placed at the centre of
the generated view and the system will automatically find all connections in the database and display each
connection as a graphical sub tree. Each sub tree is traversed through all branches until other equipment
items or branch ends are encountered. Branching points (such as Tees, Olets or 3-way valves) are
represented by a generic branching point symbol. The initially generated view will not extend beyond the
equipment items encountered at the end of the branches, but it is possible for the user to manually expand
and continue exploring along the schematic network. Equipment items are displayed using different icons,
selected by a set of customer definable rules.
7.2 Starting the Connection Model Viewer
The Schematic Model viewer can be started in different ways, depending on the possibilities of the hosting
application. The user can click the New Schematic Model View icon in the Schematic Model Viewer
toolbar, select an equipment item in the Schematic Explorer or select an equipment item in the Diagram
Drafting canvas, right click and from the context menu select the Create Model View command.
For this example the New Schematic Model View icon is clicked from the Schematic Model View toolbar,
the Select Equipment form appears. Using the Database tree navigate to the schematic equipment element
and click OK button.
The Creating Schematic Model View progress form appears.
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AVEVA Plant (12.1)
Once creating the Schematic Model View is complete, the schematic model view will be opened in its own
drafting canvas.
 The automatically generated layout can be re-arranged by the user, simply by dragging the icons
around
 For more information about the icon modification see the AVEVA Plant - Diagrams Administration (TM-
7.3 Navigating Around the Pipework Network
From the Schematic Model View drafting canvas select the schematic equipment element to be centred on
so that the vertexes are highlighted. Now from the Connection Model
Viewer toolbar click the Center icon.
or
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AVEVA Plant (12.1)
Now the view is re-arranged to position the selected item in the centre.
Expand
By selecting an item and using the Expand command (available in the toolbar and
in the right click context menu), all connections to that item will be traversed and
expanded. This will generate a new schematic view.
Collapse
Items that have previously been expanded can also be collapsed, restoring the
previous state.
Show Inline Items

By selecting the Show Inline Items icon from the Schematic Model View
toolbar, the viewer will change into a mode where all inline fittings are
shown. These will be placed along the lines between the branching points.
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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The inline items are now added to the schematic model view.
 In case the view will become too cluttered when viewing inline fittings, it can either be manually re-
arranged or the layout settings can be changed
 Where the connector between the equipment items is reversible there will be
additional commands in the right click context menu so that the user can
reverse the source or destination link
7.4 Showing Attributes
Attributes can be displayed by right clicking on an item and selecting Show Attributes from the context
menu. The Shape Data form is displayed showing all the attributes.
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AVEVA Plant (12.1)
7.1 Settings
By clicking the Settings icon from the Schematic Model Viewer toolbar, the Settings form will be shown. It
contains the following settings and options, of which could be saved to
%PDMSEXE%\SchematicModelSettings.xml using Save to defaults button.
Follow CE When this checkbox is checked, selecting items in the view will also
change CE (Current Element) to the current item accordingly.
Layout after hide When checked, the connection map will be redrawn each time the
user hides some connections' lines, elements or execute a
collapse.
Show connector text Determines whether the connector's lines should display describing
text.
Show inline This is the same as the Show Inline Items icon on the toolbar.
Show Arrow Shows the flow direction using arrows. The user can determine size
of arrows using drop down list.
Highlight color Clicking the browse button, this will display a colour palette to be
chosen for highlighted items.
X Distance Determines the space between elements in x axis.
Y Distance Determines the space between elements in y axis.
Display Text The text that is displayed on item.

The user can use square brackets to
evaluate an attribute value. i.e.
[OWNER.NAME]
Line Color Changes the colour of the lines for
the desired connection type.
Line Patters Changes the line patterns for the
desired connection type.
Line Weight Sets the weight of line for the desired
connection type.
Object Visibility Shows/hides desired element types.
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AVEVA Plant (12.1)
The icons used to represent the equipment items, generic

branch points as well as the inline fittings are determined by a
set of user configurable rules which is stored in an XML file.
Schematic Symbol Settings tab displays the information from
this XML file.
 For more information about the icon modification see the AVEVA Plant - Diagrams Administration (TM-
Exercise 4 – Schematic Model Viewer
1. For the Previously created Schematic Diagram create a new schematic Model View, use
the tools and experiment with the various features.
2. Open the TRA_Diagram and select the C1101 and create another Schematic Model
View, this time expanding the Schematic Elements.
3. Close the TRA_Diagram.
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CHAPTER 8
8 Generating Reports
The AVEVA Diagrams schematic database stores a large amount of 2D schematic information about each
diagram. The user can examine this data both graphically, in the form of drawings, or in text form, by
producing reports. This chapter describes the principles and practice of producing reports for the AVEVA
Diagrams application.
The user can produce a report by using the Visio report application or running a report template (Reports) or
one based on their own selection criteria (Quick Reports) from within the AVEVA Diagrams module.
8.1 Report Designer
The user can launch the Report Designer by selecting

Tools > Reporting > Reporting > Designer. This
will display the Report Designer with a new report.
The user can use the data facilities to produce new
outputs or can use the existing templates. It is also
possible to view previously saved reports.
 For more information about the Report Designer

please see the End User Report Designer user
guide
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AVEVA Plant (12.1)
8.2 Visio Reports
The user can generate a report of attributes from the data entered into shape Shape Data. i.e., the user can
generate an inventory report from the data stored with Pipelines and Equipment shapes in a general
arrangement layout.
All of the information needed to generate a report is saved in a report definition. A report definition
determines which shapes and attributes are included in the report and how the report is formatted. The user
can generate the Visio Reports by selecting Tools > Reporting > Visio Reports and browsing the existing
report definition.
When the Reports form appears, navigate to the Browse button or select the required report already in the
window. After getting the required report, click Run
 The Browse function will look for the report definitions saved in the *vrd format
When user clicks the Run button, the Run Report window appear and user gets to choose the report types.
They can be in Excel, HTML, Visio Shape or XML. Click on Visio Shape and the report will appear in the
drawings.
 When saving a report as a Visio shape in the drawing, select Copy of report definition to save the report
with the drawing, or select Link to report definition to keep the report where it is and link the drawing to
it. If it is planned to share the drawing with other users, select Copy of report definition so that others
can see the report
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AVEVA Plant (12.1)
 The .vrd file is saved and can be opened for modification via a text editor
 For more information on creating Visio report templates please see the AVEVA Plant - Diagrams
8.3 Running a Report from a Saved Template
The user may already be familiar with creating a

report by running a saved report template. If not, try
this introductory exercise. Select the following Tools >
Reporting > Reports > Run
The user will see a Windows File Browser, navigate to the location of the report templates, select the report
template and click the Open button.
The Report Details form will be displayed. On this form the user will need to complete all required fields. The
information requested by this form is dependent on the settings of the Runtime Prompts form, defined during
the template creation.
The information required by this form is totally dependent on what has been defined within the Template.
Below are shown other questions that may be asked by the report template for certain Runtime Prompts.
Filename If user specifies a filename, the report will be sent to the given file in the current directory. If
the user leaves this field empty, the report will be sent to the screen.
Hierarchy The user should specify the elements where report should start its searches using the
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Hierarchy. The report will be produced for all these elements and elements owned by them.
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AVEVA Plant (12.1)
If the user leaves this field empty, the report will be produced for all the elements in the
Schematic Worl*
Types The user should state all element types that are to be reported on. The report will be
produced for all the element type(s) given. If the user leaves this field empty, the report will
be produced for all the schematic element types.
With Defines the criteria that must match the elements before they will be reported on and might
be used as a filter. If the user leaves this field empty, the report will be produced with no
filter.
From Allows the user to specify where the search will take place. The Default is MDB
 For more information on creating Visio report templates please see the AVEVA Plant - Diagrams
8.4 Quick Reports
The Create Quick Report form is displayed when the user selects Tools > Reporting > Quick Reports from
the main bar menu. This form allows the user to create reports with only basic formatting and this template
cannot be saved.
The user can enter a filename for the output of the report. To see the report on the screen, leave the File
text box blank, or check the Term check box, in which case any filename given will be ignored. If Term
checkbox is checked, a command window will be displayed to show the results of the report, unless there is
already a form currently displayed to which the results may be written to.
The options on the Create a Quick Report form are as follows:
Types AVEVA Diagrams element types can be specified. i.e., SCEQUI, SCCAB, SCTUB etc.
With This option is a way of narrowing down the report. Enter an AVEVA Plant expression i.e.
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AVEVA Plant (12.1)
Columns These are the AVEVA Plant attributes to be output in the report. The attributes the user
specifies will be used as headings to the column. The user can enter expressions, enclosed
in round brackets. i.e., for the name, description and the first three characters of the owner's
purpose key in name desc (substr (purp of owner, 1, 3))
Hierarchy Enter the element or elements at the top of the hierarchy that user wants to report on.
Because the user can give a list of elements, they must enter the slash character before
each name, except for WORLD. i.e. /Training
Once the Create a Quick Report form has been populated with the required information, click the Run the
Report button when ready to generate the report.
8.5 Line List Configuration
Using the standard PDMS Search facility, users may retrieve and view the line list of the project, derived
from the schematic data. Before this can be done, additional configuration is required to specify which
elements are to be included in the line list, rules for generating the text displayed in the line list for the From
and To attributes, and rules for specifying how diagram names are displayed in the line list.
This configuration is carried out using the Line List Configuration dialogue. To access this dialogue, select
Tools > Other Options > Line list Configuration from the main menu.
The Line List Configuration dialogue is then displayed. The dialogue consists of three sections. The left-
hand section displays a tree-view of the configuration rule groups and the rules they contain, and is used to
create and delete rules.
The rule nodes are LLENTRY, LLFROM/LLTO and LLDIAGRAMS. LLENTRY, LLFROM, LLTO and
LLDIAGRAMS are pseudo attributes of the SCPLINE and SCBRANCH elements that are used to configure
line lists.
The rule groups and the top level Line List Configuration node are fixed and cannot be deleted or added to.
The Rule Properties section is used to define and display the properties of whichever rule or group is
currently selected in the tree view. The Rule Filters section is used to create filter to apply the currently
selected rule.
 For more detailed information on Line List Configuration please see the AVEVA Schematic Model
Manager (TM-3541) Training Guide
Exercise 5 – Run a Report
Use the template scequi.tmp run a report on the previously created diagram.
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APPENDIX A
9 Appendix A
9.1 Generic Types (Piping Components)
GTYPE A word attribute indicating the generic type of the Piping Component, selected from
the following.
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
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AVEVA Plant

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3.16.6 Auto Rename Offspring Only ................................................................................................... 47

6.4.7 Additional Graphical Report Features ...................................................................................... 99

 To have a clear understanding of the AVEVA Diagrams application

1.4 Course Structure

1.5 Using This Guide

Annotation for trainees benefit:

 Refer to other documentation

Index elements: Design DB

2.2 Main Diagram Operating Principles

2.3 Accessing the Diagrams Application

2.3.1 Application Mode and Settings

Select the P&ID mode for the purposes of this training.

2.4.1 Standard Toolbars

2.4.2 Object Toolbar

2.4.3 P&ID Toolbar

2.4.4 History Toolbar

2.4.5 Naming Toolbar

2.4.6 Schematic Model View Toolbar

1. New Schematic Model View

2.4.7 Find in drawing Toolbar

2.5 How to Create a Group

2.6 Session Defaults

2.6.1 Default Groups

The default groups must be set up prior to creation so that the

 If a specific group is to be set as Default Group,

If an existing diagram already has Pipelines, Equipment etc.

 These default groups may have to be reset if the user

2.6.2 Default System

2.6.3 Default Attributes

The Default attributes tab allows default values to be allocated to

 Each attribute can only be used in this list once regardless of

2.7 System Explorer

On the System Explorer form there is a Filter checkbox as well as

 The System Explorer shows the entire contents of the database

2.8 Message Log

2.9 Creating a New Diagram (No Template)

2.10 Creating a New Diagram (With Template)

2.11 How to Save a Diagram

Whenever the user creates a new diagram, it will be

Clicking the Save button will save the diagram to the

Clicking the Cancel button will open this temporary

 This name will be used and displayed for the

The newly saved diagrams now appear in the Schematic

2.12 How to Copy a Diagram

Before a diagram can be saved as another, a Save Work must be

There are then series of options which will only be available if

When all the options required are selected and

2.13 Open an Existing Diagram

 Alternatively the diagram can be opened by selecting it from the

2.14 Open an Existing Stencil

 Alternatively the stencil can be opened by selecting it from the

Exercise 1 – Basic setup Requirements

3 Working with the Diagram Application

3.1 Schematic Explorer

Above the navigation tree is a Filter checkbox as well as a dropdown

3.2 The Diagram Drafting Canvas

There are right click context menus available for

However, when an item is selected in the Schematic Explorer, it will not be

3.3 Shape Data Window

3.4 Create Pipeline (Database Element)

 If the P&ID menu is not available in

 If the user displays Pipeline properties