Layout Drawings Workshop

INtools version 7.0 enables to produce location drawings.

The following types of location layouts are supported:
Location layouts (lowest location hierarchy levels. For example, room
layout drawing that shows the panels in that room)
Panel layout drawings
Rack layout drawings
Scaling – scaling & measurements are user's responsibility. User needs to create the
symbols in the proper relative ratio if desired (ESL does not support scaling at this
point).
All symbols should be created using the Symbol Editor.

This document will guide you, a step-by-step on how to produce such layouts.
Before you start working with any of these reports, open INtools preferences and
select the file location folder for the Symbol Editor:
File Preferences… Symbol Editor File Location, select the path, for

example: 'C:\Symbols'
(Note: New types of SmartPlant reports were added in this version which allow to
customize the layouts, sheet sizes, fonts etc. as for other reports)

Location/Room Layout Drawings

As mentioned before, this type of drawing is most adequate for creation of room
layout drawings or layout drawings where panels are located in. You need to create a
symbol for the room/location and as many symbols that you require for panels (with
different dimensions)
The first stage is to create the room layout symbol.
INtools Open Symbol Editor (Ctrl+E)

General:

To set the sheet size and paper units:

File Sheet Setup… Select 'A4 Tall(210mm x 297mm)'

To set the paper units select :

You can customize the length unit readout in RAD by opening the sheet properties:
right click anywhere on the sheet select 'Properties', select the 'Units' tab, set the

length readout as desired, for example, to set the length to 'mm' with '1' Precision:

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then press the OK button.
You can also set the Grid display and spacing to 1 mm increments, do the following:
From the main menu select 'Tools' -> 'Options…' -> 'View'. In the 'Grid' group box,
change as follows:

This setting means that the major grid lines are 10mm apart, and when zooming in,
each will be 1 mm.
Press OK.

Creating the symbols

Draw a rectangle of 125mm x 175mm, as follows:
(Draw the rectangle in the middle of the sheet, make sure you leave some space for
the title block at the bottom of the sheet.)

(the size of the rectangle corresponds to a 5m x 7m room using the scale factor of
40:1)
To create the symbol, press the Symbols toolbar icon . This opens a new toolbar.
Press the 'Create symbol' icon .
The next step is to select the origin point. The origin point should be the lower-left
corner of the sheet.
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Once you select the origin point, the 'Save As' dialog opens. Navigate to the location
symbol folder. Name the symbol as 'Room_5m_x7m' and click 'Save' button.

On save, the symbol will open automatically in the symbol editor.

Press the 'Ctrl+Tab' to return to the original document.
In this stage, create a second symbol that will represent a top view of an 80cm x 80
cm panel.

Draw a smaller 20mm x 20mm rectangle and save it as 'Panel_80cm_x_80cm'

symbol.

Note: the size of this rectangle uses the same scale factor of 40:1 as the room's)
Origin point can be anywhere on the symbol or on its borders.

Defining the symbols

From the 'Window' menu, switch to Room_5m_x7m.sym. Expand the symbol (Fit
command) and zoom-in on the symbol.
Note: The origin of the symbol will be highlighted by a green circle with a red cross
relative to the graphics. If the origin is not shown, click the "Show Origin" icon on the
'Actions' toolbar.

Assign Entity Type

To establish the entity type, select "Assign Entity Type…' command on the
'Actions' menu (or click icon on the 'Actions' toolbar). On the dialog,
select 'Location' entry.

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 Placing Macros
The application enables to place macros that belong to the object's entity type,
but also for parent entities "above" that type (irrelevant in this case).

On the 'Actions' menu select 'Macro' 'New…' (or select 'New Macro'

icon from the 'Actions' toolbar), and select :

Macro type: LOCATION
Macro name: LOCATION NAME
Press OK.
Place the macro where you want the name of this room/location to appear.
Note: You can change any property as you like (font size, color etc.)

Save and close the symbol.

Repeat these steps for the second symbol: Panel_80cm_x_80cm.sym but this time
select:
Entity Type = 'PANEL'
For the panel name macro select:
Macro type: PANEL
Macro name: PANEL NAME (PNL_NAME)
Press OK.

Place the macros inside the symbol.

Save the symbol and close the Symbol Editor application.

Generating the layout drawing

In INtools domain explorer, navigate to the 'Panels by Location' folder and select the
'Equipment Room' node RMB Properties… select the 'Associate

Symbols' tab New select:

Name = SmartPlant Location Layout Report

Symbol File = Room_5m_x7m.sym

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Press OK to save.

Add a new DCS panel:

Select the 'Equipment Room' RMB New DCS Panel…

Name it: 'DCS-02'

Select the 'Associate Symbols' tab folder and add a new record with the following
information:
Name = SmartPlant Location Layout Report
Symbol File = Panel_80cm_x_80cm.sym

Press OK to save.
You can repeat this last step for any of the other panels under that same node.
At this point you can generate the report:
Select the 'Equipment Room' node -> RMB Reports Layout

After approving the preview question the SmartPlant Report Generator will open with
the drawing of the room.
At this stage, the user needs to drag and drop the panels into the layout drawing.
Open the INtools domain explorer by pressing the 'F3' function key.
Navigate to the 'Equipment Room' node.
Drag and drop 'DCS-02' into the layout drawing where you want it to be.
At this stage, the panel symbol will appear with the actual panel name of the object.
You can repeat this operation to any other panel which belongs to that location and to
which you've associated a panel symbol.
This concludes the panel layout exercise.

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Panel Layout Drawing

Panel layout drawings cover the internals arrangement of the panel. It covers wiring
object below the panel level such as terminal strips, wiring equipment (WE) & Racks.
Placement of the terminal strips and wiring equipment is done manually while the
program will place the racks automatically.
The following symbols needs to be created:
Panel symbol (in the case of front/rear views, they need to be in one symbol)
Terminal strip and/or wiring equipment symbols
Rack symbol(s)
If racks are residing in the panel, a special object ('start point') in the symbol defines:
from where to start placing racks,
in which direction (flow) and
number of racks that can be placed.
You can have more than one start point in a panel, in case there are two or more
columns /rows of racks.

Creating the symbols

From INtools open the Symbol Editor (Ctrl+E).
Set the sheet size and units as before.
First draw the panel rectangle, an 80mm wide by 180mm height rectangle.
(corresponding to 80cm x 180cm panel)
Save it as a symbol 'Panel_Layout_80x180.sym'
Make sure that the origin point will be the lower-left corner of the sheet (this will
determine where the symbol will appear when you generate the drawing).

Draw a second symbol to represent a terminal strip with 33 terminals in the panel (the
symbol will only contain a rectangle without the terminals).

Preferred origin point is upper-left corner of the rectangle (but can be anywhere).
Save it as 'TS_33Terminals.sym'.

Draw a third symbol for rack as follows: a rectangle 50mm (width) by 15mm (height).
The width of 50mm represents a 19" rack. The origin point should be the upper-left
corner of the rectangle (Origin point is important for the automatic placement of the
rack symbol inside the panel).

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Save it as 'Rack_19in.sym'.

Defining the symbols

From the 'Window' menu, switch to 'Panel_Layout_80x180.sym'
Expand the symbol (Fit command) and zoom-in on the symbol.

Assign Entity Type

To establish the entity type, select "Assign Entity Type…' command on the
'Actions' menu (or click icon on the 'Actions' toolbar). On the dialog,
select 'PANEL'.

Placing Macros
On the 'Actions' menu select 'Macro' 'New…' (or select 'New Macro' icon

from the 'Actions' toolbar), and select :

Macro type: PANEL
Macro name: PANEL NAME (PNL_NAME)
Press OK
Place the macros above the symbol.

Place Start Point

Suppose the panel can contain 5x 19 inch racks that begin 10cm below the
cabinet top, and 25cm from the left side, and are separated 5cm from one to
another.
From the 'Actions' toolbar, press the 'Place Starting Point' icon
A 'Starting Points' ribbon bar will appear. Set its properties as follows:
Placement order = Top to Bottom
Symbol displacement = 20 mm
Symbols per row/column = 5

Then, place the start point in the appropriate place in the symbol:

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 Save and close the symbol.

From the 'Window' menu, switch to 'Rack_19in.sym'

Expand the symbol (Fit command) and zoom-in on the symbol.

Assign Entity Type = RACK

Add new macro:
Macro type: RACK
Macro name: CABINET RACK NAME (RACK_NAME)
Press OK
Place the macro inside the symbol.
You can add graphics and text inside for better presentation…

Save and close the symbol.

From the 'Window' menu, switch to TS_33Terminals.sym'

Expand the symbol (Fit command) and zoom-in on the symbol.

Assign Entity Type = TERMINAL STRIP

Add new macro:
Macro type: STRIP
Macro name: STRIP NAME (STRP_NAME)
Press OK
Place the macro above the symbol.
You can add graphics and text inside for nicer presentation…

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 Save and close the symbol.
Close Symbol Editor.
This concludes the preparation of the symbols for the panel layout.

Generating the layout drawing

Let's define first some data:
In INtools domain explorer, navigate to the 'DCS-02' panel RMB Properties…

press the 'Associate Symbols' tab New select:

Name = SmartPlant Panel Layout Report

Symbol File = Panel_Layout_80x180.sym.

Press OK

Add a new rack to the panel as follows:

Rack name = 'R1'
Sequence = 1 (this parameter determines the position of the rack in the panel
layout)
Press the 'Slots…' button and add '10' new slots:
Prefix = "A-"
Start from number = 1,
Increment by = 1
Press 'Create' and then 'Close'

In the rack properties dialog, press the 'Associate Symbols' tab New select:

Name = SmartPlant Panel Layout Report

Symbol File = Rack_19in.sym
Press OK

Select the DCS panel add a new terminal-strip with 33 terminals, name it 'TB-1'

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For the terminal-strip, associate symbol as follows:
Name = SmartPlant Panel Layout Report
Symbol File = TS_33Terminals.sym
Press OK

At this point you can generate the layout drawing:

Select 'DCS-02' RMB Reports Layout

After approving the preview question the SmartPlant Report Generator will open with
the drawing of the panel in which the rack will already be in place.
At this stage, the user can place additional terminal strips that are under the panel into
the layout drawing.
Open the INtools domain explorer by pressing the 'F3' function key.
Navigate to the ' DCS-02' panel.
Drag and drop 'TB-1' into the layout drawing.
The symbol associated with the terminal strip will appear and its name will be
resolved.

This concludes the panel layout exercise.

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Rack Layout Drawing

Rack layout drawings cover the internal arrangement of the rack, slot names, cards or
wiring equipment inside the slots. It also can handle terminal strips or wiring
equipment that is under the rack node, outside the slots.
The following symbols needs to be created:
Rack symbol
Slot symbol
Card or wiring equipment symbol (within slot's)
Terminal strip and/or wiring equipment symbols (external to slot)
This exercise demonstrates the first three items.

Creating the symbols

From INtools open the Symbol Editor (Ctrl+E).
First draw the complete rack, with its internal divisions, then divide it into separate
symbols:

Set the sheet size to 'A4 Wide (297mm x 210mm)' and units as before.
To get the right aspects of size on this sheet size, we can use a different scale factor of
2.5:1 so the paper units of the rack are 200mm x 60mm.

First add the rack's rectangle (centered in the sheet) by drawing a 200mm wide by
60mm height rectangle.
Then draw an additional horizontal line, 10mm above the lower line of the rack:

Add vertical lines, 20mm apart for the slots.

This is the basis for the rack symbol. The cards will show up in the upper part of each
slot whereas the slot name will appear in the lower rectangle of each.
So you need to create two additional rectangles:
Draw two rectangles inside the first slot as follows:

(the red color is for indication/clarity only)

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Now, you need to create three symbols as follows:

The first symbol is for the rack, excluding the last two rectangles. You can select all
the graphics (Ctrl+A) and while pressing the 'Ctrl' key, deselect the two last
rectangles.
Name the symbol as "19in_RackLayout.sym".
The origin point must be the lower-left corner of the sheet.

Create a second symbol for the card by selecting the upper rectangle (of the extra
two). The origin point must be the upper-left corner of the rectangle.

Name the symbol as "Rack_Card.sym".

Create a third symbol for the slot name by selecting the lower rectangle.
Name the symbol as "Slot_Name.sym".
You can place the origin anywhere on that symbol.

Defining the symbols

Note: The slot symbol should be placed (by drag and drop) into the rack layout
symbol, therefore it needs to be created first.

From the 'Window' menu, switch to 'Slot_Name.sym'

Expand the symbol (Fit command) and zoom-in on the symbol.

Assign Entity Type

To establish the entity type, select "Assign Entity Type…' command on the
'Actions' menu (or click icon on the 'Actions' toolbar). On the dialog,
select 'SLOT'

Placing Macros
On the 'Actions' menu select 'Macro' 'New…' (or select 'New Macro' icon

from the 'Actions' toolbar), and select :

Macro type: SLOT
Macro name: SLOT NAME
Press OK.
Place the macros inside the symbol.

Save and close the symbol.

From the 'Window' menu, switch to '19in_RackLayout.sym'
Expand the symbol (Fit command) and zoom-in on the symbol.
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Assign Entity Type
To establish the entity type, select "Assign Entity Type…' command on the
'Actions' menu (or click icon on the 'Actions' toolbar). On the dialog,
select 'RACK'

Placing Macros
On the 'Actions' menu select 'Macro' 'New…' (or select 'New Macro' icon

from the 'Actions' toolbar), and select :

Macro type: RACK
Macro name: CABINET RACK NAME (RACK_NAME)
Press OK.
Place the macros above the symbol.

Place Start Point

Assuming the rack has 10 slots, the next stage is to add a start point, (similar
to what was done in the panel layout). The start point should be placed very
close to the upper left corner of the first slot. The slots should be filled from
left to right direction. The displacement is 20mm.
From the 'Actions' toolbar, press the 'Place Starting Point' icon
A 'Starting Points' ribbon bar will appear. Set its properties as follows:
Placement order = Left to Right
Symbol displacement = 20 mm
Symbols per row/column = 10

Then, place the start point in the appropriate place in the symbol.

Save the symbol (do not close it yet).

Open the file browser by clicking on the icon.

Find the 'Slot_Name.sym' symbol Drag and drop it into the rack layout

symbol, exactly where you drew it in the first place (under the first slot).

Repeat this action for the rest of nine slots.

Note: each symbol that is dragged into the rack gets an internal sequence
which will correspond to the actual slots.

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 Hint: You can align the slot symbols. First, select the symbols and then
'Actions' 'Align Objects…' Select the way you want to align by

choosing from the toolbar:

Save and close the symbol.

From the 'Window' menu, switch to 'Rack_Card.sym'

Expand the symbol (Fit command) and zoom-in on the symbol.

Assign Entity Type

To establish the entity type, select "Assign Entity Type…' command on the
'Actions' menu (or click icon on the 'Actions' toolbar). On the dialog,
select 'WIRING EQUIPMENT'

Placing Macros
On the 'Actions' menu select 'Macro' 'New…' (or select 'New Macro' icon

from the 'Actions' toolbar), and select :

Macro type: WIRING EQUIPMENT
Macro name: WIRING EQUIPMENT NAME (WEQ_NAME)
On the 'Macro Text' tab folder, change the rotation to 90 deg.
Press OK.
Place the macros inside the symbol as follows.

Save and close the symbol.

Close the Symbol Editor.

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Generating the layout drawing
In INtools domain explorer, navigate to the rack 'R1 (of 'DCS-02' panel) RMB

Properties… press the 'Associate Symbols' tab New select:

Name = SmartPlant Rack Layout Report

Symbol File = 19in_RackLayout.sym.
Press OK

Select any of the slots (for example 'A-2') New select 'Wiring Equipment…'

fill in a name "I/O CARD #2', select category "I/O Card" in the "I/O Card

Properties' form, fill in the following information:

set "Sequence" property to 1
Select the I/O type on the 'Control System' tab folder
provide any additional information you want.
Note: sequence is used in case of multiple wiring equipment resides in the slot. In this
case, the slot will be filled from top down starting with sequence =1.

press the 'Associate Symbols' tab New select:

Name = SmartPlant Rack Layout Report

Symbol File = Rack_Card.sym.
Press OK.

This information is sufficient for the rack layout drawing generation.

Select the 'R1' rack Reports Layout

After approving the preview question the SmartPlant Report Generator will open the
drawing of the rack layout in which the card symbol will already be in place.

This concludes the layout drawing workshop.

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