Data Manager - Fundamentals - Imperial

Bentley Data Manager
Fundamentals
V8i
Bentley Institute Course Guide
TRN010350-1/0004
Trademark Notice
Bentley and the "B" Bentley logo are either registered or unregistered trademarks or
service marks of Bentley Systems, Incorporated. All other marks are the property of their
respective owners.
AccuDraw, MDL, MicroStation, and SmartLine are registered trademarks; PopSet and
Raster Manager are trademarks.
AutoCAD is a registered trademark of Autodesk, Inc.
Copyright Notice
Copyright ©2011, Bentley Systems, Incorporated. All Rights Reserved.
Bentley Data Manager Fundamentals 2 May-11

Copyright © 2011 Bentley Systems, Incorporated
Table of Contents
Course Overview ____________________________________ 7

Course Description ____________________________________7
Target Audience_______________________________________7
Prerequisites _________________________________________7
Course Objectives _____________________________________7
Modules Included _____________________________________8
Installation Directories: _________________________________9
System Requirements __________________________________10
AutoCAD® or related Autodesk® Products _______________10
ProjectWise Supported Versions ______________________11
Databases Supported _______________________________11
Other Related Products______________________________11
Installing the Training Project ____________________________12
Introduction to Data Manager _________________________ 15

Module Overview _____________________________________15
Module Prerequisites __________________________________15
Module Objectives_____________________________________15
Starting Bentley Data Manager ___________________________16
The Data Manager Interface _____________________________18
Views ____________________________________________18
Reports __________________________________________18
Macros___________________________________________18
Tables ___________________________________________18
Data Manager Toolbars _________________________________19
Project Toolbar ____________________________________19
View Toolbar ______________________________________19
Tools Toolbar______________________________________20
Applications Toolbar. _______________________________20
Logging On ___________________________________________21
Module Review _______________________________________24
Questions ________________________________________24
Answers __________________________________________24
Data Manager Tags __________________________________ 25

Module Overview _____________________________________25
May-11 3 Table of Contents

Table of Contents

AutoPLANT Tags_______________________________________26
Create an Instrument Tag _______________________________27
Create a Valve Tag _____________________________________30
Tag Data Editing_______________________________________31
Deleting a Tag ________________________________________32
Tag Information _______________________________________33
Module Review _______________________________________38
Questions ________________________________________38
Answers __________________________________________38
Data Manager Views _________________________________ 39

Module Overview _____________________________________39
Data Manager Views ___________________________________40
Modifying the View Format______________________________44
Module Review _______________________________________53
Questions ________________________________________53
Answers __________________________________________53
Navigating Project Data ______________________________ 55

Module Overview _____________________________________55
Search and Replace Tools _______________________________56
Database Tools________________________________________59
Define a Default View __________________________________61
Exporting and Importing Data ____________________________62
Module Review _______________________________________67
Questions ________________________________________67
Answers __________________________________________67
Data Manager Reports _______________________________ 69

Module Overview _____________________________________69
Data Manager Reports _________________________________70
Report Creation _______________________________________71
Opening the Report ____________________________________73
Modifying the Record Source ____________________________74
Adding Graphics_______________________________________76
Adding Text and Labels _________________________________79
Previewing Report Changes______________________________82
Modifying the Format __________________________________83

Table of Contents
Module Review _______________________________________84

Questions ________________________________________84
Answers __________________________________________84
Course Summary ____________________________________ 85

Course Summary ______________________________________85
Course Review ________________________________________86
Questions ________________________________________86
Answers __________________________________________86

Table of Contents
Table of Contents 6 May-11

Course Overview
Course Description
Bentley Data Manager is a powerful relational database management tool for
storing, creating, and customizing project instrumentation, equipment, piping,
and valve data. Bentley Data Manager is the ideal tool for plant engineering,
maintenance, and operation departments.
Bentley Data Manager provides quick and easy access to the Bentley project data
and provides quick, easily-modified reports in a standard format.
Target Audience
This course is designed for engineers, designers, and drafters who are using the
AutoPLANT software and will need to access the data within their projects.
Prerequisites
The student needs to have a working knowledge and at least six months
experience using either AutoPLANT or Microstation.
Course Objectives
After completing this course, you will be able to:
• Log in to Data Manager and use the Data Manager interface.
• Create, edit, and delete tags, and view a tag's properties.
• Sort and filter data displayed in a Data Manager view.
May-11 7 Module Name

Modules Included
• Modify the view format, create a new view, and change the default view.
• Use the Search and Replace tools and the Database tools.
• Import or export data into or out of Data Manager.
• Open, review, create, and modify Data Manager reports.
Modules Included
The following modules are included in this course:
• Introduction to Data Manager
• Data Manager Tags
• Data Manager Views
• Navigating through Project Data
• Data Manager Reports
Module Name 8 May-11

Installation Directories:
Installation Directories:
For AutoPLANT (SELECTseries 2) there are differences in the installation
directories for Windows XP, Windows 7 or Windows Server 2008. The following
tables provide the paths to the software files.
Directory Structure for Windows XP:
Network_Root: \\Program Files\Bentley\Plant V8i
Local_Root: \\Documents and Settings\All

Users\Application Data\Bentley\Plant V8i
Default Projects Root: \\Bentley Plant V8i Projects\
Note: Whenever Network_Root/Local_Root/Project_Root are mentioned in the

document, it refers to the above paths.
Directory Structure for Windows 7 (32 bit):
Network_Root: \\Program Files\Bentley\Plant V8i
Local_Root: \\Program Data\Bentley\Plant V8i
Default Projects Root: \\Program Data\Bentley\Plant V8i\Bentley

Plant V8i Projects\
Note: Whenever Network_Root/Local_Root/Project_Root are mentioned in the

document, it refers to the above paths.
Directory Structure for Windows 7 (64 bit) or Windows

Server 2008:
Network_Root: C:\Program Files(X86)\Bentley\Plant V8i
Local_Root: C:\Program Data\Bentley\Plant V8i
Default Projects Root: C:\Program Data\Bentley\Plant V8i\Bentley

Plant V8i Projects\

System Requirements
System Requirements
You must have a CD drive or internet access for product installation. The
following prerequisites are required to run the modules included in the Bentley
Data Manager V8i (SELECTseries 2) Version 08.11.07.60.
Processor: Intel Pentium 4 processor or AMD Athlon, 3.0

GHz or greater
Intel or AMD Dual Core processor, 2.0 GHz or
greater
Intel Core processor i7 vPro.
Operating System: Windows XP Professional (32 bit) SP2 or later

Windows Vista (32 Bit) SP1 or later
Internet: Microsoft Internet Explorer 7.0 or later
Memory: 2GB or greater
Hard Disk: 2GB free hard disk space
Input Device: Industry-standard input device supported by

Windows
Output Device: Industry-standard output device supported by

Windows
Video Graphics Card: 1,280 x 1,024 32-bit color video display adapter
(true color) 128 MB or greater, OpenGL, or
Direct 3D capable workstation class graphics
card.
For Windows Vista, a Direct 3D capable
workstation class graphics card with 128 MB or
greater is required.
Windows 7 and Windows server 2008 (32 bit)
Network Environment: Windows Server 2000, 2003
Microsoft Office: Microsoft Office 2003 SP3

Microsoft Office 2007 SP1 or later
AutoCAD® or related Autodesk® Products
AutoCAD: 2007, 2008, 2009, 2010 - (32-bit only)
AutoCAD Architectural: 2009 - (32-bit only)

System Requirements
AutoCAD MEP: 2009 - (32 bit only)
AutoCAD Mechanical Desktop: 2007, 2008
Architectural Desktop: 2007, 2008
Building Systems: 2007, 2008
AutoCAD Mechanical: 2007, 2008
Note: The latest applicable service packs must be used for all of the above products.
ProjectWise Supported Versions
Bentley ProjectWise: V8i (08.11.05 or 08.11.07)
Databases Supported
Microsoft Access 2003, 2007
Microsoft SQL Server 2005 (Standard, Express or Enterprise Edition);

Express Edition with Advanced Services
Microsoft SQL Server 2008 Standard; Express Edition; Express Edition with
Advanced Services
SQL Server 2008 SP1 Enterprise Edition
Oracle 10g Release 2 (v10.2.0.40)
Oracle 11g Release 1 (V11.1.0.6); Release 1 (v11.1.0.7)
Other Related Products
.Net Framework 2.0 or higher
Crystal Reports Version 12
Isogen 9.1

Installing the Training Project

Prior to creating a project P&ID, a project must be created. A project has been
provided for your convenience. You will need to unzip this project onto the drive
of your choice. The exercise below installs the project onto the C:\ drive.
 Exercise 1: Installing the Training Project.

1 Make sure all AutoPLANT applications are closed.
2 Download the file AP_FV8i_DM.exe.
3 Save the file to your desktop.
4 Double-click on the file AP_FV8i_DM.exe.
5 Click Unzip to begin the extraction to the root directory of the C drive
(C:\).
6 Click Close.
7 From your Windows Start menu, select Programs > Bentley > Plant V8i >
Project Tools > Project Administrator.
8 Select File > Add Root.
The Browse for Folder dialog opens.
Note: You cannot create a project root directory under a project directory.
Therefore, in order for this option to be available in the File menu, you
must select something at the primary root level of the navigation tree.
9 Select C:\Bentley Training Project.
10 Click OK.

Note: The project root folder, C:\ Bentley Training Project, now appears in the
navigation tree at a primary level.
Additional training on the Project Administrator utility is covered in the

AutoPLANT Administrator training courses.


Introduction to Data Manager
Module Overview
This module will introduce you to the Data Manager application. You will be
guided through Data Manager and become familiar with the interface. You will
then learn about Data Manager's security feature by changing the login and
logging in as a guest.
Module Prerequisites
• Six months experience with AutoCAD or Microstation.
• Familiarity with Microsoft Access.
Module Objectives
After completing this module, you will be able to:
• Open a project using Data Manager.
• Use the Data Manager interface.
• Change login name to increase or decrease permissions within Data Manager.
May-11 15 Introduction to Data Manager

Starting Bentley Data Manager

In this module, you will open a project using Bentley Data Manager and you will
be introduced to the Data Manager interface.
 Exercise 1: Opening a project with Data Manager

1 Select Programs > Bentley > Plant V8i > Data Manager from your
Windows Start menu.
2 If the Login dialog does not display, select Open Project.
3 Select Bentley Training Project.
4 Select Training.
5 Click OK.
The Login dialog displays.
Note: If you previously logged into another application and set the Save
Password check box, you will not see the Login dialog. You can access
this dialog by selecting File > Log on as a Different User.
Note: Users or groups are granted access to individual projects by your System
Administrator. Bentley Data Manager defaults to logging in with
supervisor privileges by populating the Login Name field with
Supervisor.
6 Click OK.
Introduction to Data Manager 16 May-11

The Bentley Data Manager environment displays.

The Data Manager Interface
The Data Manager Interface

This module introduces the main features of the Bentley Data Manager interface.
The Project Window appears in the left pane of Bentley Data Manager and
displays the available project items. The right pane of Bentley Data Manager
displays the project objects selected from the Project Window pane. It is possible
to display many objects in the pane and to display them simultaneously. In this
training course, you will learn how to display and modify the views in this pane.
Views
The views are the main data retrieval and data entry point for project data.
They are how Bentley Data Manager displays the project data to the user.
Views may be modified by delegated project users. As part of this training
course, you will learn how to use views to display and edit data. You will also
learn how to modify a project view to display additional data.
Note: The PID-based views commonly recognized by the AT_ prefix are no
longer a part of the Data Manager application and can be found in the
Project Administrator tool.
Reports
Reports are Microsoft Access reports, which allow project data to be
displayed or published to paper or electronic format. Reports may be
modified by delegated project users. In this course, you will learn how to
display and modify reports.
Macros
The Microsoft Access macro facility provides a way of automating Bentley
Data Manager tasks. This feature will not be covered in this course.
Tables
Tables provide access to the underlying project tables. Generally, this access
should be restricted, and project tables should be hidden from user access to
safeguard project data. Modifications of the tables will not be covered in this
course.

Data Manager Toolbars

Data Manager provides four toolbars for quick access to the most commonly-
used application options. The toolbars are permanently docked at the top of the
Data Manager window.
To view the name of the command that will be executed by any toolbar button,
position the cursor over an item and pause. A "tool tip" will display describing
that item.
The following provides a quick reference to the icons available.
Project Toolbar
Toolbar Icon Description
Open Project Displays the Open Project dialog, which enables you to
locate and open an existing project
View Toolbar
Equipment List Displays the Equipment List view, which shows the
database details for all equipment defined in the current
project. From this view, you can create new equipment
or edit existing equipment details, filter and sort data,
and modify data using a powerful search and replace
engine.
Motor List Displays the Motor List view, which shows the database
details for all motors defined in the current project.
From this view, you can create new motors or edit
existing motor details, filter and sort data, and modify
data using a powerful search and replace engine.
Instrument List Displays the Instrument List view, which shows all of the
instruments defined in the current project. From this
view, you can create new loops, edit existing loops, or
edit individual instruments on a field-by-field basis, filter
and sort data, and modify data using a powerful search
and replace engine.
Refresh Immediately updates displayed information with current
data

Project Window Opens, creates, or modifies database tables, database

views, reports, and macros
Properties Window Launches the Property Sheet dialog, which enables you
to view and edit database information specific to the
current tag, such as tag number, loop number, service,
description, manufacturer, and model
Tools Toolbar
New Tag Creates a new tag number within the current view
Edit Tag Edits an existing tag number in the current view
Delete Tag Deletes an existing tag number from the current view
Tag Information Displays information specific to the current tag, such as

tag number, loop number, service, description,
manufacturer, and model
Find Tag Locates a specific tag in the current view
Publish to ProjectWise Allows the user to publish to ProjectWise if enabled for

the project. The icon will be greyed out if ProjectWise is
not enabled.
Applications Toolbar.
Data Sheet Editor Launches the Datasheets module
Hookup Editor Launches the Hookups module
PID Launches the AutoPLANT PID application

Logging On
Logging On
Bentley provides for different levels of security that can be applied to both
project data and application tasks. While you are not provided details on how
to implement the security, you are introduced to the security within Data
Manager. Security within Data Manager can be applied to either user or
group level, with Bentley recommending a user-level implementation. The
first tasks should be to change the Supervisor password and to set up users.
During this course, you will learn some of the restrictions that are
implemented as standard.
 Exercise 1: Log On as a Different User

1 Select File > Log on as a Different User.
2 Type ChiefEng in the Login Name field.
3 Leave the Password field blank.
4 Click OK.
Note: Every time a Bentley application is opened, the Login dialog will appear.
If you do not wish to keep clicking OK or entering your password, you
can set the Save Password check box, which will prevent the dialog
from appearing until the Logon as a Different User option is selected.
The Login dialog disappears and Data Manager is displayed. As ChiefEng,
you have the right to modify project data.
5 Select View > Process Instrument List.
6 Select Tools > New Tag.
The Select Type dialog opens.
7 Select AT_INST_.
8 Click OK.

Logging On
The Tag Number dialog opens to allow you to create a new tag.
9 Click Cancel.
The dialog closes.
 Exercise 2: Login to Data Manager as a Guest

When you log in as a guest, you can look at project data, but you will not be
able to create a new tag. In this exercise, you will log in as a guest to look at
project data.
2 Type Guest in the Login Name field.
3 Leave the Password field blank.
4 Click OK.
The Login dialog disappears and Data Manager is displayed.
5 Select the Process Instrument List.
Note the entire view is grey.

Logging On
Note: When you log in as a Guest, you do not have permission to add a new
instrument.
7 Click OK.
To close the New Tag dialog.
9 Type Supervisor in the Login Name field.
10 Type Supervisor in the Password field.
11 Click OK.

Module Review
Module Review
Now that you have completed this module, let’s measure what you have
learned.
Questions
1 What is the command to change your login?
2 Which check box should be enabled so that you will not have to type your
login and password every time the application is open?
Answers
1 File > Log in as a different user.
2 The Save password check box should be enabled on the login dialog.

Data Manager Tags
Module Overview
In this module, you will learn the importance of the tagging system within Bentley
applications. You will learn to create several types of component tags, to edit and
delete tags, and to view a tag's properties.
• Familiarity with the Data Manager Interface.
• Using the AutoPLANT tagging system.
Module Objectives
• Create new tags.
• Edit a tag number.
• Delete tags.
• Modify tag data via the tag information dialog.
• Modify multiple tag data via the tag information dialog.

AutoPLANT Tags
AutoPLANT Tags
A tag is a generic reference to a physical item in the plant, such as a valve,
instrument, pump, vessel, etc. Each of these items is assigned a tag.
Tags are grouped by type, and each tag type is stored with a tag code in a specific
location to assist the project implementation. AutoPLANT is very flexible in the
handling of tag types and is easily customized.
Every AutoPLANT application works with the same tagged items in the project
database, and each allows the creation, modification, and deletion of tags.
AutoPLANT does not enforce a working method on users and aims to provide a
flexible toolset for all projects. The project managers should decide upon the
tools their users will use to create tags within an AutoPLANT project.
For the purposes of this training manual, it should be pointed out that while
pumps and vessels can be created with AutoPLANT Data Manager, nozzle tags
cannot be created with an association to the pumps or vessels. The association
can only be created using AutoPLANT P&ID.

Create an Instrument Tag

 Exercise 1: Creating an Instrument Tag
In this exercise, you will create an instrument tag and learn the relationship
between the tag and its corresponding view.
1 Select View > Process Instrument List.
Note: AutoPLANT displays the Select Type dialog because the Process
Instrument List view displays multiple tag types.
3 Select AT_INST_.

4 Click OK.
5 Type 100-FT-100 in the Tag Number field.

6 Click OK.
Note: The New Tag dialog is closed and the Process Instrument List displays.
Note how the tag number is split into component fields. This is a
feature of the tag type and can be used to assist searches and sort
orders.
 Exercise 2: Create Instrument 100-FI-100

1 Click on the 100-FT-100 record.
2 Select New Tag.
3 Select AT_INST_.
4 Click OK.

5 Select FI from the Typ list.
Note: Clicking Next will add one to the current value in the Num field. Clicking
Max will return the maximum number for the Num field for the current
Typ field.
6 Click OK.
The Process Instrument List is updated with the new instrument.
By separating the tags into the different tag types, reports and views can be
customized to be tag specific. For example, a user could build a report to
contain only Control Valves.
 Exercise 3: Create Tags for Multiple Tag Types

1 Select New Tag.
2 Select AT_INST_ CS from the Select Type dialog.
3 Click OK.
4 Type 100-CS-100 in the Tag Number field.
5 Click OK.
Create the following tags with the appropriate tag type by repeating the
previous exercise. Remember to change the tag format if there is a suffix
in the tag number.
Tag Type Tag Number

AT_INST_FLO 100-FE-100
AT_CVALVE 100-FCV-100
AT_INST_MCC 100-XR-100A

Create a Valve Tag
You have now created some instrument tags in the project database
which are available to all project personnel and visible to all applications
across the project. These instruments can either be inserted into a P&ID
or a 3D MODEL, connected to junction boxes using Instrumentation and
Wiring, and/or be allocated to Datasheets and Hookups.
Create a Valve Tag

In the previous exercise, you created instrument tags, and the corresponding
view was available from the menu or Project Window. The Valve List is a standard
view which is only available from the Project Window.
 Exercise 1: Displaying the Valve View

1 Expand the Views node.
2 Double-click on Valve List.
 Exercise 2: Creating the Valve Tag

1 Select New Tag.
Note: Within the Status group box, the tag type has changed to Hand Valve.
2 Type BA-100 in the Tag Number field.
3 Click OK.
The valve list is updated with the new tag number.

Tag Data Editing
Note: There is no TYP field on the dialog because the tag format does not
contain TYP.
4 Repeat this exercise to create valve tags GA-100 and GA-200.
Tag Data Editing

Tag data editing relates to the tag properties. To ensure tag formats are
observed, the editing of tags is carried out in a controlled environment.
 Exercise 1: Editing a Tag

1 Select GA-200.
2 Select Tools > Edit Tag.
Note: The Edit Tag dialog is exactly the same as the New Tag dialog.
3 Type GA-100 in the Tag Number field.
4 Click OK.
The Bentley DataBase Message dialog is displayed, indicating that the tag
number already exists.
5 Click OK.
6 Type CHK-100 in the Tag Number field.
7 Click OK.
The valve number is updated in the Valve List.

Deleting a Tag
Deleting a Tag
By default, tags that are deleted are removed from the project database. Your
project administrator can set the project properties to prevent tags from being
deleted from the database.
 Exercise 1: Deleting a Tag

1 Select GA-100.
2 Select Tools > Delete Tag.
3 Click Yes.
The valve is deleted and is removed from the Valve List and the project.
4 Select PID-01-H-1.
5 Select Tools > Delete Tag.
Warning: Before deleting, analyze what deleting this tag will mean to the project. Because
this is an existing tag in the project, you need to take into consideration that the
valve is located on a P&ID. Confirm that the valve needs to be deleted, and make
sure that the graphic is removed from the P&ID.
6 Click No.

Tag Information
Tag Information
Tag information refers to the project data that is stored with each tag. This can be
updated by project users. The properties that are displayed for a tag are
particular to the tag type and to the current view. This makes it possible for views
to be created which display only the relevant information for a specific task.
In the previous exercises, we have seen that instruments and valves can have
different formats. You will now see that instruments and valves can have
different data stored with them, and also that similar tag formats such as
instruments and control valves can have different data stored with them. In fact,
the project can define what data can be stored with a tag. If an item needs to be
handled differently than another item, a new tag type will need to be defined.
 Exercise 1: Review the Instrument List and Valve List Views

1 Open both the Instrument List and the Valve List views.
2 Select Window > Arrange All.

3 Scroll to the top of the Valve List.
4 Place your cursor in the record for valve BA-100.

Tag Information
5 Type 110 PSI in the OP PRESS field.
6 Click on the view to activate the Process Instrument List.

7 Select the instrument 100-FT-100.
8 Type Flow Transmitter into the DESCRIPTION field.

Tag Information
 Exercise 2: Enter Data Using the Tag Information Dialog

Data can be entered directly into the view screens (as long as you have
sufficient security rights), or it can be entered via customizable data entry
screens.
1 Close the Valve List.
2 Maximize the Process Instrument List.
3 Select 100-FT-100.
4 Select Tools > Tag Information.
5 Type Honeywell in the Manufacturer field.

6 Type HWF802 in the Model Number field.
7 Click OK.

Tag Information
The Process Instrument List opens.
 Exercise 3: Update Multiple Instruments
Data Manager has many ways of entering information. Like the Windows
standard Cut, Copy and Paste, Bentley allows data to be entered against many
tags simultaneously.
1 Select 100-TT-100.
2 Select View > Properties Window.
3 Close the dialog.

4 Select 100-TT-200 by holding down the SHIFT key.

Tag Information
The Tag Number field in the Property Sheet turns to ** when all of the
instruments are selected.
5 Type Honeywell in the MANUFACTURER field.

6 Type HWF801 in the MODEL NO field.
7 Press Enter.
8 Close the dialog.
Notice that both instruments are updated.

Module Review
Module Review
Now that you have completed this module, let's review what you have learned.
Questions
1 Name three ways to enter tag data into the database.
2 Can you add data to more than one tag at a time?
3 What would happen if you tried to add two control valves with the same
tag number?
Answers
1 You can add data directly into the view, into the tag information dialog,
and in the tag properties sheet.
2 Yes, you can press Ctrl and select multiple tags and add data via the
properties sheet. Note: Data has to be the same for each tag selected.
3 Since the control valve tag is set to be unique, you would get a message
indicating that the tag already exists and asking you if you want to create
an additional link.

Data Manager Views
Module Overview
In this module, you will learn to sort and filter data displayed in a Data Manager
view and modify the view format. You will also learn to create a new view.
• Familiarity with the Data Manager interface.
• Adding, editing, and deleting tags.
Module Objectives
• Manipulate a view.
• Modify a view.
• Lock a column.
• Highlight columns.
• Make a column read-only.
• Create a new view.

Data Manager Views
Data Manager Views

A Data Manager view is a representation of the data stored in the relational
database tables for Bentley tags. There are very few restrictions on the data that
can be displayed in a view, and views can be created and edited very easily with
Bentley Data Manager.
The Entity-Relationship ("ER") diagram named Bentley Plant 08.11.05.xx ERD.PDF

is found in \BENTLEY\PLANT V8i\HELP. This diagram shows the tables created by
default for each project, as well as the main relationships between the tables in a
project.
 Exercise 1: Sorting Data Displayed in a View

1 Launch Data Manager.
2 Close the Equipment List.
3 Select View > Instrument List.
4 Select the ITYP field for any record.
5 Right-click on the ITYP field.
The context-sensitive menu opens.
6 Select Sort > Sort Descending.

Data Manager Views
Process Instrument List is sorted by ITYP.
Note: Any field can be used to sort the current view, but the field must be
selected before using the sort option. Generally, when the view is
created, the sort order is decided. A user can override the sort order by
using the sort option.
 Exercise 2: Filter Data Displayed in a View

1 Ensure that the Process Instrument List is the current view.
2 Select the ITYP field of the instrument 100-FT-100.
3 Select Tools > Filter > Quick Filter.

Data Manager Views
Note: Only the FT records are displayed. The application window title is
updated to display the filter. A quick filter uses the whole contents of
the current field to filter the records.
4 Select Filter > Count Filtered Rows from the context menu.
5 Click OK.
 Exercise 3: Clear the Current Filter

1 Right-click on the ITYP field.
2 Select Filter > Clear Filter from the context menu.
The filter is removed and all of the records are displayed.
 Exercise 4: Create a Filter to Find the HWF801 Instruments

1 Select Tools > Filter > Build Filter …
2 Select MODEL NO from the Field list.

3 Select HWF801 from the Value list.
The Filter Expression will be MODEL NO ='HWF801'.

Data Manager Views
4 Click Test.
5 Click OK.
6 Click Help.
The Data Manager help displays for this particular dialog.
7 Close the Help screen.
The Filter Builder dialog is still active.
8 Click OK.
The filtered records are displayed, and the application window title is
updated to display the current filter.
9 Select Tools > Filter > Clear Filter.
The filter is removed and all of the records are displayed.

Modifying the View Format

Bentley Data Manager is a customizable application which allows data to be
displayed and edited to meet user requirements. In these exercises, you will
modify the views by locking columns, highlighting columns, and setting columns
to be read-only.
 Exercise 1: Modify the Process Instrument List

1 Place your cursor between the STATUS and AREA headings.
The cursor changes to the resize icon.
2 Slide the AREA column to the left to hide the STATUS column.
The STATUS column is no longer displayed, but it can be resized by
carefully moving between the edge of the view and the AREA column.

 Exercise 2: Lock the Tag Number Column

1 Hover the cursor between the record selector column and the KEYTAG
column.
The cursor changes to the Lock Column icon.
2 Drag Lock to the right of the TAG NO column.
3 Scroll the Process Instrument List view to the right.
The TAG NO column does not scroll.

 Exercise 3: Highlighting Columns

1 In the Project Window, select the Process Instrument List view.
2 Right-click and select Edit.
3 Click Design.

4 Select MANUFACTURER from Selected Fields.

The Field field changes to MANUFACTR.
5 Select Browse in the Color field.
6 Select a blue color and click OK.

The word MANUFACTURER in the Color field will show as blue.
7 Select MODEL NO from Selected Fields.

The Field field changes to MODEL NO.
8 Select Browse in the Color field.
The Color dialog appears.
9 Select a blue color and click OK.
10 Click OK.
The Design View dialog closes.

11 Re-open the Process Instrument List view.

The MANUFACTURER and MODEL NO fields are now shown with blue text.
 Exercise 4: Setting Fields to be Read Only

1 Right-click on the Process Instrument List in the Project Window.
2 Select Edit.
3 Click Design.
4 Select DATASHEET NO from Selected Fields.
5 Set the Read Only check box.

6 Select HOOKUP NO from Selected Fields.

7 Set the Read Only check box.
8 Click OK.
The Design View closes.
9 Open the Process Instrument List.
The DATASHEET NO and HOOKUP NO fields are now grey, which indicates
read only. These fields can no longer be edited.

 Exercise 5: Create a New View

1 Highlight the Process Instrument List in the Project Window.
2 Right-click and select New.
3 Set the From current View Process Instrument List radio button.
4 Click OK.
5 Type My Instrument List in the Name field.

6 Type FT Instrument List in the Description field.
7 Set the Short List check box.
8 Click Design.
The Design View dialog displays.
9 Click Design with Access.

Microsoft Access is loaded with the view displayed in the query builder.
Note: Bentley Data Manager uses Microsoft Access to design queries and
reports. This provides an established interface and allows queries and
reports from user applications to be easily migrated.
10 Select the Criteria cell for the ITYP field.
11 Type "FT" in the Criteria cell.
12 Close the Access Query Design View window.

A prompt is displayed to save the changes.

13 Click Yes.
The Design View - My Instrument List dialog displays.
14 Select CALIBRATN from the Fields: field.
15 Double-click CALIBRATN.
The CALIBRATN field is added to the bottom of the Selected Fields list.
16 Highlight CALIBRATN and click the Field Position arrow.
17 Move the CALIBRATN field next to the MODEL NO field.
18 Click OK.
The Design View dialog closes; My Instrument List is available in the
Project Window.
19 Set the Short List check box on the Project Window.
The Project Window closes all of the nodes.
20 Expand the Views node.
21 Open My Instrument List.
Only the flow transmitters display in your new view.

Module Review
Module Review
Questions
1 Explain how you would manipulate the view to show only the Honeywell
instruments.
2 How would you change all occurrences of HWF801 to HWE794?
Answers
1 Select Tools > Filter > Build Filter. Select Manufacturer from the Fields list
and Honeywell from the Value list. Click OK.
2 Using the control key, select the instruments with HWF801 and open the
Tag Information dialog. Change the Model No. field to HWE794.

Module Review

Navigating Project Data
Module Overview
In this module you will learn to use the Search and Replace tools and the
Database tools. You will learn how to change your default view and how to
import or export data into or out of Data Manager.
• Familiarity with Data Manager's interface.
• Adding, editing and deleting tags in Data Manager.
Module Objectives
• Find and replace project data.
• Use the database tools.
• Define a default view.
• Import and export data.

Search and Replace Tools

Like Windows applications, Bentley Data Manager allows project tags to be found
quickly using the standard search and replace functionality.
 Exercise 1: Finding a Project Tag

1 Open the Process Instrument List.
2 Select Tools > Find > Find Tag.
3 Type *LG* in the Tag Numbers that Contain field.

The Tag Numbers window reduces to only the tags which match the
required pattern.
4 Select 100-LG-100.
5 Click OK.

The record selector is moved to the record for 100-LG-100.
 Exercise 2: Finding Project Data

In this exercise, you will use the Bentley Data Manager’s standard Find tool to
search for data.
1 Select the MANUFACTURER field.
2 Select Tools > Find > Quick Find.
3 Type Honeywell in the Find What field.

4 Click Find Next.
The record selector is moved to the tag 100-FT-100 and the Find in Field
dialog remains open.
5 Click Close.
The Find in Field dialog closes; the Process Instrument List view is open.

 Exercise 3: Search and Replace Tools

1 Select the MANUFACTURER field.
2 Right-click and select Replace…
3 Type Honeywell in the Find What field.

4 Type Rosemont into the Replace With field.
5 Click Replace All.
6 Click OK.
7 Click Close.
Warning: There is no UNDO feature, so you should always be careful that the Find
What and Replace With values are exactly what you want. There is no
warning with the Replace command, and it is possible to alter many
project records using it.

Database Tools
Database Tools
Bentley Data Manager is a database-based system, and as such requires a limited
amount of housekeeping.
Warning: For SQL Server and Oracle based projects, this should be carried out by a
qualified DBA (Database Administrator) who is responsible for the server
and data. For other types of projects, a standard toolkit is sufficient for
most scenarios.
Compact Database
To provide efficient access to data, database engines do not compact deleted or

modified data and objects. This is considered to be a manual task which should be
carried out on a regular basis, especially after changes have been made to reports
or views. This task is straightforward and must be run when there are no other
users using the project database.
Check All Database Objects And Update If Necessary
This command is used to synchronize your version of the report or view with the
master copy. Due to the multi-user nature of databases, it may be possible that
another user has updated the design of a report or view that you are using. This
task is only required if you have been working on the project for a long time and
you are aware that there have been changes to a report. This task is not
necessary if you open and close Bentley Data Manager at regular intervals (for
breaks or work procedures).
Check for Duplicate Tag Numbers
This feature will allow the project database to be checked against the tag type
rules. If Bentley applications are used exclusively to create tags, this option
should never be required. Bentley provides functionality to create tags through
other methods.
Check and Update Link Tables
This feature will check and update the link tables if any modifications are done.

Database Tools
 Exercise 1: Compact the Project Database

1 Select Tools > Database Tools.
2 Select Compact Database.

The Compact Database - Warning dialog opens.
3 Click Yes.
4 Click OK.
The database is compacted, and a message confirms the action.
5 Click OK.

Define a Default View
Define a Default View

In this exercise, you will learn to make the newly-created My Instrument List the
default view that opens when Data Manager is opened.
 Exercise 1: Define Default Views

1 Select Tools > Options.
2 Select My Instrument List from the View list.
3 Click OK.
The Options dialog closes.
4 Select File > Exit.
5 Re-open Bentley Data Manager.
My Instrument List displays in the right-hand panel.

Exporting and Importing Data

Bentley Data Manager allows for the transfer in and out of project data and
provides tools to export project data, for 3rd party review or data entry. Bentley
recognizes that although Bentley Data Manager is a versatile tool for the
manipulation of project data, users may have preferred or predefined methods of
creating project data.
By default, Bentley Data Manager assumes that an export will NOT be re-
imported to the project. However, this course will cover the ability to modify the
export so the data can be re-imported back into the Bentley project.
 Exercise 1: Export Data

1 Close My Instrument List.
2 Open Valve List.
3 Select File > Export …
4 Set the Access, Excel radio button.

5 Click OK.
The Export file dialog is displayed.
6 Browse to C:\Bentley Training Project\Training.
7 Type ValveList.xls in the File Name field.

8 Click Save.
9 Set the View radio button.

10 Select Valve List from the list.
11 Click OK.
12 Click OK.
13 Close Data Manager.
14 Open Windows Explorer.
15 Browse to C:\Bentley Training Project\Training.
16 Double-click on ValveList.xls.

The data is exported along with all of the fields for the Valve List view.
The exported spreadsheet (or database, text file etc) can be used by third-
party applications or for review by project users without Bentley access.

 Exercise 2: Import a Modified Spreadsheet into Data Manager

1 Type values into the CLASS and MATERIAL columns.
2 Select File > Save.

3 Select File > Exit.
4 Open Bentley Data Manager.
5 Select File >Import > Tagged Data.
6 Set the Access, Excel radio button.
7 Click OK.
The Import dialog displays.
8 Select ValveList.xls.
9 Click Open.

Note: Just it was possible to export to multiple tables in a single workbook, it

is also possible to import from multiple tables in a single workbook.
10 Select VALVELIST.
11 Click OK.
12 Click OK.
The Import message will indicate the success of the action.
13 Click OK.
14 Refresh the Valve List view to see the imported data.

Module Review
Module Review
Questions
1 What is the advantage of the Find Tag utility?
2 What does this database tool do: "Check all database objects and update
if necessary"?
3 What would be a good reason to export project data?
Answers
1 Databases can become large very quickly, so it is useful to have a tool that
will allow you to select one tag or a group of tags without having to
visually search the views.
2 This option synchronizes the database with the most current views and
reports. It is designed for multi-user projects in which views or reports
have been updated.
3 If a user needed to send the project data to a vendor for updates on
model numbers, they could export the data, have the vendor update the
model numbers, and then import the data back into the project.

Module Review

Data Manager Reports
Module Overview
In this module, you will learn about Bentley Data Manager's Reports. You will
learn to open and review reports, create reports, and modify existing reports.
• Ability to navigate through the Data Manager interface.
• Proficiency in editing data.
• Skills required to import and export data.
Module Objectives
• Open a report.
• Create a new report.
• Modify the record source for a report.
• Add a company logo to a report.
• Modify the format of existing fields in a report.


Bentley Reports provide a hard copy or electronic snapshot view of the project
data at a designated time. By default, a Bentley report is a paper view of the view
data. The Bentley Report allows user logos and other required information to be
displayed on the report.
Bentley Data Manager uses the Microsoft Access report engine to produce
reports, independent of the back-end database engine used. This provides a
flexible and scalable solution to all of your project requirements. Most reports
that can be created in Microsoft Access are available in Bentley Data Manager. A
project created in Microsoft Access can migrate to MSDE and to SQL Server,
without requiring any changes to the reports or views.
Bentley does not register reports, nor does it log users who create or issue
reports.
 Exercise 1: Open the Process Instrument List Report

1 Expand the Reports node.
2 Select the Process Instrument List report in the Project Window.
3 Right-click and select Preview.
4 Click on a portion of the report to zoom in.
5 Click on a portion of the report to zoom out.

Report Creation
Note: Reports can be printed to a printer using the Printer icon at the bottom
of the report preview window. For the purposes of this training course,
we will not produce a hard copy of the report.
6 Close the report.
Report Creation
In the following exercises, you will create a new report, open the report builder,
and modify the report structure. You will add a company logo, add text, and
modify the format of some of the existing fields.
This section requires some knowledge of Microsoft Access. While reports can be
created quickly and easily in Bentley Data Manager from existing reports, there is
little benefit in having a duplicate report. Therefore, new reports will be modified
in some way.
 Exercise 1: Create a New Report

1 Right-click on the Process Instrument List report.
2 Select New.
The Create New Report dialog displays.
3 Set the From Current Report radio button.
4 Click OK.
5 Type My Instrument List in the Name field.
Note: If My Instrument List is already present, delete the existing report and
create a new one.
6 Type Transmitter List in the Description field.
7 Click OK.
My Instrument List is now an available report.
8 Double-click My Instrument List to open the report in Preview mode.

Report Creation
The My Instrument List report displays with exactly the same data as the
Process Instrument List report.

Opening the Report
Opening the Report

 Exercise 1: Open the Microsoft Access® Report
1 Select the My Instrument List report in the Project Window.
2 Right-click and select Edit.
3 Click Design.
The Microsoft Access report builder is displayed.
Note: All Microsoft Access reports are split into sections. The Report section is
printed once for every report, the Page section is printed once for every
page, and the Detail section is printed once for every record.
Note: The Report and Page sections have Headers and Footers. Headers are
printed at the top of the section, and footers are printed at the bottom
of the section.

Modifying the Record Source

All reports require a record source. The record source defines which data the
report will display. Data Manager Reports should always use a Data Manager
view as their record source.
 Exercise 1: Modify the Record Source

1 Right-click on the Report Selector.
2 Select Properties.
3 Select the Data tab.

The Data properties for the report are displayed.
Note: As the properties window is a floating window, it can be located outside

of the Microsoft Access window. If Properties is shown as depressed,
the properties window will be displayed somewhere on the screen.
4 Using the list in the Record Source field, select My Instrument List.
5 Close the Report dialog.

6 Close the Microsoft Access window.
The Microsoft Access message displays, requesting whether the changes
should be saved.
7 Click Yes.

The Instrument List displays, with only the Flow Transmitter information.

Adding Graphics
Adding Graphics
 Exercise 1: Add Graphics to the Report
1 Right-click on My Instrument List report.
2 Select Edit.
3 Click Design.
4 Right-click on the Bentley logo and select Properties.
5 Select the Page Header section.
6 Select the Format tab.

7 Select the Picture field and browse to: C:\Bentley Training
Project\Training\Standards\Instrumentation\Templates\Client.bmp.
8 Click OK.

Adding Graphics
9 Select Stretch from the Size Mode list.
10 Close the Image dialog.
11 Move the cursor between the Page Header section and the Detail section.
The cursor changes to the resize cursor.
12 Click and drag the Detail section to the smallest size possible.
13 Click and drag the Page Footer section to the smallest size possible.
If you look further at the report, you will see that the data displayed on
the Page Header section and the Detail section appear to be very similar.
However, the data on the Page Header section are labels, while the data
in the Detail section is text.
In the Page Header section, labels are used on a report to display
descriptive text such as titles, captions, or brief instructions. Labels don't
display values from fields or expressions, and they don't change as you

Adding Graphics
move from record to record, so the data displayed in the Page Header
section will always be the same. This is standard for a Page Header;
therefore, it will contain the field titles.
In the Detail section, text is used to display view values or calculated
values, which will change as you move from record to record. Therefore,
the data displayed in the Detail section will be different for every record in
the view. This allows us to display all of the information from the defined
record source.
14 Close the Microsoft Access window.
15 Click Yes to save the changes.
The My Instrument List is now displayed with only the Flow Transmitter
information and the AutoPlant logo.

Adding Text and Labels

You will use the Toolbox to insert items onto the report, and then modify the
properties. The toolbox can be turned on and off using the tool icon on the
Microsoft Access® toolbar. The two main controls used on reports are the label
and the text, but the toolbox provides access to other controls for insertion onto
a report. Note that the toolbox also gives you access to images and other drawing
tools to enhance the layout of the report.
 Exercise 1: Add Text to a Report

1 Right-click on My Instrument List report.
1 Select Edit.
2 Click Design.
The Microsoft Access report builder opens. The Open the Toolbox toolbar
is not active.
Note: The Toolbox toolbar will appear on the screen as a floating window, and
may appear outside of the Microsoft Access window.
3 Click Textbox on the Toolbox dialog.
When the cursor is moved over the report, the cursor changes to the text
cursor.
4 Click Properties to open the Default Text Box dialog.

6 Scroll down until the Auto Label property is visible.
7 Select No from the list.
8 Close the Default Text Box dialog.
9 Insert the Text on the report in the Detail section.
10 Select a location below LOCATION COD.

Text will be inserted with the value of Unbound.

11 Right-click on the Unbound field.
12 Select Properties.
13 Type 10 in the Left field.
14 Type 0.1569 in the Top field.
15 Type 0.9451 in the Width field.
16 Type 0.1576 in the Height field.
17 Select 8 from the Font Size field.

18 Select the Data tab.
19 Select Purchase Order from the Control Source list.
20 Close the Text Box dialog.
The text box changes from Unbound to PurchaseOr.

Note: A Text box can be bound to any field from the record source. You can
also assign text to calculated values.
 Exercise 2: Add a Label to a Report

1 Click Label on the Toolbox toolbar.
2 Select a location below the Locn.Code label in the Page Header section of
the report.
A label is inserted with a cursor flashing inside the label.
3 Type Purch. Ord and press Enter.
4 Right-click on the label and select Properties.
6 Type 10 in the Left field.
7 Type 1.4958 in the Top field.
8 Type 0.9451 in the Width field.
9 Type 0.2361 in the Height field.
10 Close the Label dialog.
11 Resize Page Header to be as small as possible.
12 Close Report Builder.
You have now inserted a new field and title onto your report.

Previewing Report Changes
Previewing Report Changes

Microsoft Access provides two tools to preview the report: the preview option
and the Layout Preview. It is not necessary to exit Microsoft Access report builder
and use Bentley Data Manager to preview the report.
The preview option gives a full preview of the report, using all of the data from
the record source. Using this option on a large record source may take some
time.
The Layout Preview displays the report with a subset of data and allows an idea of
the layout of the report to be obtained. This is a much better option when
working with a large record source, or when there is a slow connection to the
project data.
 Exercise 1: Preview the Changes to the Report

1 Edit My Instrument List.
2 Click Design.
3 Select Preview.
The report that displays looks the same as the preview in Data Manager.
4 Open the report in Design Mode.

The Microsoft Access report builder returns to design mode.

Modifying the Format
Modifying the Format

 Exercise 1: Modify the Format
1 Select Manufacturer.
2 Right-click on the text, and select Properties.
4 Type 16744448 in the Fore Color field.
5 Select Bold in the Font Weight field.
6 Modify the Model No text to be the same as the Manufacturer text.
7 Note the changes in the Microsoft Access report builder window.
8 Close the Microsoft Access report builder window.

9 Click Yes.
The changes are saved.
10 Preview the My Instrument List report.

Module Review
Module Review
Questions
1 Which Microsoft product does Data Manager use as a report designer?
2 When constructing a new report, which tool is used to pull the data, the
Text box or the Label box?
3 Can you insert graphics onto your report?
Answers
1 Microsoft Access is used as the report designer.
2 The Text box is set to pull data onto a report.
3 Yes, you can add your own company logo or any other graphic to your
report.

Course Summary
Course Summary
You have completed the Data Manager Fundamentals course.
Now you will be able to:

• Log in to Data Manager and use the Data Manager interface.
• Create, edit, and delete tags, and view a tag's properties.
• Sort and filter data displayed in a Data Manager view.
• Modify the view format, create a new view, and change the default view.
• Use the Search and Replace tools and the Database tools.
• Import or export data into or out of Data Manager.
• Open, review, create, and modify Data Manager reports.
May-11 85 Course Summary

Course Review
Course Review
Now that you have completed this course, let’s measure what you have learned.
Questions
1 List the steps to create a new view and report listing control valves.
2 How do you add your own company logo to your new report?
Answers
1 Create a new view from the Process Instrument view. Open the view in
Access design mode. Type *FCV* in the criteria field for ITYP. Save and
close the view. Create a new report from the Process Instrument report.
Open the report in design view. From the properties dialog, select the
new view as the record source. Modify and Label the textboxes necessary
to pull the appropriate data.
2 Replace the current logo with your company logo. Adjust the size as
necessary to fit.
Course Summary 86 May-11


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Bentley Data Manager

Bentley Institute Course Guide

AutoCAD is a registered trademark of Autodesk, Inc.

Copyright ©2011, Bentley Systems, Incorporated. All Rights Reserved.

Bentley Data Manager Fundamentals 2 May-11

Course Overview ____________________________________ 7

Introduction to Data Manager _________________________ 15

Data Manager Tags __________________________________ 25

May-11 3 Table of Contents

Module Prerequisites __________________________________25

Data Manager Views _________________________________ 39

Navigating Project Data ______________________________ 55

Data Manager Reports _______________________________ 69

May-11 4 Table of Contents

Module Review _______________________________________84

Course Summary ____________________________________ 85

May-11 5 Table of Contents

Table of Contents 6 May-11

May-11 7 Module Name

Copyright © 2011 Bentley Systems, Incorporated

Module Name 8 May-11

Directory Structure for Windows XP:

Network_Root: \\Program Files\Bentley\Plant V8i

Local_Root: \\Documents and Settings\All

Default Projects Root: \\Bentley Plant V8i Projects\

Note: Whenever Network_Root/Local_Root/Project_Root are mentioned in the

Directory Structure for Windows 7 (32 bit):

Network_Root: \\Program Files\Bentley\Plant V8i

Local_Root: \\Program Data\Bentley\Plant V8i

Default Projects Root: \\Program Data\Bentley\Plant V8i\Bentley

Note: Whenever Network_Root/Local_Root/Project_Root are mentioned in the

Directory Structure for Windows 7 (64 bit) or Windows

Network_Root: C:\Program Files(X86)\Bentley\Plant V8i

Local_Root: C:\Program Data\Bentley\Plant V8i

Default Projects Root: C:\Program Data\Bentley\Plant V8i\Bentley

May-11 9 Module Name

Processor: Intel Pentium 4 processor or AMD Athlon, 3.0

Operating System: Windows XP Professional (32 bit) SP2 or later

Internet: Microsoft Internet Explorer 7.0 or later

Memory: 2GB or greater

Hard Disk: 2GB free hard disk space

Input Device: Industry-standard input device supported by

Output Device: Industry-standard output device supported by

Network Environment: Windows Server 2000, 2003

Microsoft Office: Microsoft Office 2003 SP3

AutoCAD® or related Autodesk® Products

AutoCAD: 2007, 2008, 2009, 2010 - (32-bit only)

AutoCAD Architectural: 2009 - (32-bit only)

Module Name 10 May-11

AutoCAD MEP: 2009 - (32 bit only)

AutoCAD Mechanical Desktop: 2007, 2008

Architectural Desktop: 2007, 2008

Building Systems: 2007, 2008

AutoCAD Mechanical: 2007, 2008

ProjectWise Supported Versions

Bentley ProjectWise: V8i (08.11.05 or 08.11.07)

Microsoft Access 2003, 2007

Microsoft SQL Server 2005 (Standard, Express or Enterprise Edition);

SQL Server 2008 SP1 Enterprise Edition

Oracle 10g Release 2 (v10.2.0.40)

Oracle 11g Release 1 (V11.1.0.6); Release 1 (v11.1.0.7)

Other Related Products

.Net Framework 2.0 or higher