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AVEVA Plant

(12.1)

TRAINING GUIDE
AVEVA Schematic
3D Integrator

TM-3561

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AVEVA Plant (12.1)
Schematic 3D Integrator TM-3561

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Schematic 3D Integrator TM-3561

Revision Log
Date Revision Description of Revision Author Reviewed Approved
11/01/2011 0.1 Issued for Review HU
11/07/2011 0.2 Reviewed HU JB
11/09/2011 1.0 Approved for Training 12.1 SP1 HU JB BT

Updates
All headings containing updated or new material will be highlighted.

Suggestion / Problems
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Group Solutions Centre 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.
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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.
1.3 AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with the
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.

Trademark
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AVEVA product/software names are trademarks or registered trademarks of AVEVA Solutions Limited or its
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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.

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All rights reserved. AVEVA shall not be liable for any breach or infringement of a third party's intellectual
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documentation.

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Contents

1 Introduction ............................................................................................................................................... 7
1.1 Aim .................................................................................................................................................... 7
1.2 Objectives ......................................................................................................................................... 7
1.3 PrerequiSITEs .................................................................................................................................. 7
1.4 Course Structure ............................................................................................................................. 7
1.5 Using this guide ............................................................................................................................... 7
2 AVEVA Schematic 3D Integrator Overview ........................................................................................... 9
2.1 Overview ........................................................................................................................................... 9
2.2 Product Requirement .................................................................................................................... 10
2.3 Managing Access and Links......................................................................................................... 10
2.4 Launching the Integrator .............................................................................................................. 10
2.5 Integrator Main menu .................................................................................................................... 12
2.6 Integrator Main Table .................................................................................................................... 12
2.7 Diagram Viewer .............................................................................................................................. 13
2.8 Integrator 3D view .......................................................................................................................... 13
2.9 Compare Colour key ...................................................................................................................... 14
Exercise 1 ....................................................................................................................................................... 14
3 Integrator Controls ................................................................................................................................. 15
3.1 Main Table Controls ...................................................................................................................... 15
3.1.1 Main Object Type ......................................................................................................................... 15
3.1.2 Scope for Schematic Types ......................................................................................................... 16
3.1.3 Column setup ............................................................................................................................... 17
3.1.4 Main Table Settings ..................................................................................................................... 18
3.1.5 Other Main table Controls ............................................................................................................ 19
3.1.6 Displaying Saved Layouts ........................................................................................................... 21
3.2 Subtype Table Controls ................................................................................................................ 21
3.2.1 Subtype tables for applicable Object Types ................................................................................ 22
3.3 Diagram Viewer Controls .............................................................................................................. 23
3.4 Viewing Diagrams .......................................................................................................................... 25
3.4.1 Diagram viewer settings .............................................................................................................. 28
Exercise 2 ....................................................................................................................................................... 29
4 Compare .................................................................................................................................................. 31
4.1 Comparison Category ................................................................................................................... 31
4.2 Comparison Options ..................................................................................................................... 33
4.3 Comparing 3D Data against Schematic Data .............................................................................. 33
4.3.1 „Compare‟ – Via Main Table ........................................................................................................ 33
4.3.2 „Compare‟ – Via Diagram Viewer................................................................................................. 34
4.3.3 „Compare‟ – Via Integrator Main Menu ........................................................................................ 34
4.4 Comparison Results ...................................................................................................................... 35
4.5 Integrator Messages ...................................................................................................................... 36
4.6 Integrator Report ........................................................................................................................... 37
4.6.1 Integrator Report Controls ........................................................................................................... 37
4.6.1.1 Integrator Report Main Menu ............................................................................................... 37
4.6.1.2 Explorer Pane ...................................................................................................................... 39
4.6.1.3 Grid Pane ............................................................................................................................. 39
4.6.1.4 Data Pane ............................................................................................................................ 40
4.6.1.5 Integrator Report Toolbar .................................................................................................... 40
4.6.1.6 Data Panel Toolbar .............................................................................................................. 41

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4.6.2 Comparing and Updating attribute values ................................................................................... 41


4.6.3 Highlight matched items on both 3D and diagram views ............................................................ 47
4.6.4 Comparing Pipes ......................................................................................................................... 50
4.6.5 Comparing Diagram items ........................................................................................................... 51
Exercise 3 ....................................................................................................................................................... 54
5 Link .......................................................................................................................................................... 55
5.1 Link and Unlink .............................................................................................................................. 55
5.2 Linking Schematic and 3D items ................................................................................................. 55
5.2.1 „Link‟ – Via Main Table ................................................................................................................. 56
5.2.2 „Link‟ – Via a Diagram .................................................................................................................. 56
5.2.3 „Link‟ – Via Main Menu ................................................................................................................. 57
5.2.4 „Link‟ – Via Integrator Report ....................................................................................................... 57
5.3 Identify Linked Corresponding items .......................................................................................... 59
5.4 Equipment Connection Details..................................................................................................... 59
5.5 Pick connections ........................................................................................................................... 62
Exercise 4 ....................................................................................................................................................... 62
6 Build ......................................................................................................................................................... 63
6.1 Building 3D Data ............................................................................................................................ 63
6.1.1 „Build‟ via the Main table .............................................................................................................. 63
6.1.2 Build‟ via a Diagram ..................................................................................................................... 65
6.1.3 Build‟ via Main Menu .................................................................................................................... 66
6.1.4 Build‟ via Integrator Report .......................................................................................................... 66
6.2 Building Pipes ................................................................................................................................ 66
6.3 Building a Missing Pipe Component from Integrator Report .................................................... 67
Exercise 5 ....................................................................................................................................................... 69
1 Appendix A.............................................................................................................................................. 71
1.1 Further Example for ‘Link’ Operation .......................................................................................... 71
1.2 Building 3D HVAC .......................................................................................................................... 73
1.3 Building 3D Cables ........................................................................................................................ 75
1 Appendix B .............................................................................................................................................. 77
1.1 Building Equipment ....................................................................................................................... 77
1.2 Building Pipework ......................................................................................................................... 78
1.3 Building HVAC ............................................................................................................................... 78
1.4 Building Cable ................................................................................................................................ 79
1.5 Building Offline Instruments ........................................................................................................ 79

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Chapter 1

1 Introduction

AVEVA Schematic 3D Integrator is provided as an add-in to AVEVA PDMSs‟ Design and AVEVA Marines‟
Outfitting modules. The Schematic 3D Integrator provides an integrated environment for schematic and 3D
model data, enabling quick and easy comparisons for consistency, creation of 3D model objects from
schematic data as well as assigning direct links between corresponding model objects available in both
databases.

1.1 Aim

Over the duration of this course the participants will learn to use the Schematic 3D Integrator features and
functions. This will include familiarisation with the Compare, Build and Link processes of database objects.

1.2 Objectives

 To have an understanding of the purpose and uses of the Schematic 3D Integrator


 Familiarisation of the creation of 3D objects and data from schematic data.
 Produce and interpret reports of comparisons between 2D and 3D data.
 Updating 3D object data with Schematic data.

1.3 Prerequisites

Participants should have a basic understanding of PDMS, and should have already completed the AVEVA
PDMS Foundations course. Knowledge of AVEVA Diagrams and / or AVEVA P&ID as well as PML
knowledge will be advantageous.

1.4 Course Structure

Training will consist of oral and visual presentations, demonstrations and set exercises. Each workstation will
have an installed training project, populated with relevant model objects, as this will be essential for trainees
to practice the procedures with the features, 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 press actions are indicated by bold dark turquoise text.

Information the user has to key-in will be in red bold italic text.

Annotation for trainees benefit:

 Additional information

 Refer to other documentation

System prompts will be bold and italic in inverted commas e.g. 'Choose function

Example files or inputs will be in the courier new font, colours and styles used as before.

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Chapter 2

2 AVEVA Schematic 3D Integrator Overview

2.1 Overview

AVEVA Schematic 3D Integrator is an application which provides an integrated environment for schematic
and 3D model data, enabling quick and easy comparisons for consistency, creation of 3D model objects from
schematic data. It enables quick, easy browsing and reporting on compared data. The Integrator User
Interface consists of a Diagram viewer, a 3D graphical view, and a table control listing specific schematic
data on AVEVA PDMS platform.

Schematic model objects are database items whose „ACTTYPE‟ attributes are defined as „Schematic
Element Types‟ e.g SCPLINE, SCEQUI etc. These items are stored in the Schematic database, and can be
appended with applicable system and User defined attributes, as part of the schematic data.

Within the Integrator, Schematic or 3D model objects found in the grid / Main table or on the diagram can
have the following key functions performed on them:

Compare – Comparison actions between corresponding items of different types, with results reported for
component sequence, connectivity and attribute data.

Build – The automated creation of 3D model components with attribute data, from a schematic source as its
base data.

Link/Unlink – The creation and management of binding references between corresponding items of different
types. These items are stored in their respective databases, with the link information stored in a separate
database designed to cater for it.

 The binding references comes in the form of Pseudo-attributes SCHLNK DESLNK and ENGLNK which
allows for the direct links between corresponding database objects

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2.2 Product Requirement

The Integrator is accessed from within the following product installations:


 AVEVA Plant (12 Series); AVEVA PDMS 12.0 or later
 AVEVA Marine (12 Series); AVEVA Outfitting 12.0 or later

Required schematic source data which is read from an available DABACON schematic database is authored
by:
 AVEVA Diagrams
 Schematic data imported via AVEVA Schematic Model Manager, from third party P&ID tools.

 For this training course, the latest installation of AVEVA Plant (12.1) will be utilized with an appropriate
project (Bundled SAMPLE project) which has been preloaded with relevant schematic and 3D data

2.3 Managing Access and Links

Each work station running the AVEVA PDMS installation must have the Schematic 3D Integrator licence
checked out, as this will allow for access to the Integrator. AVEVA PDMS 12.1 will have to be run in the
mode: „Integrate Engineering and Schematics‟ in order to gain access to the Integrator, and Schematic
database.

Integrator users do not require write access to schematic databases.

Prior to conducting Builds and Links, project administrators are recommended to create a separate Design
Reference database to hold links, and then use the new „Manage Links’ feature, accessible from the
„Schematic 3D Integrator > Settings’ menu. This can be used to create and manage Link Worlds in the
appropriate database, including consolidating links from separate databases.

 Refer to (TM 3563) Schematic 3D Integrator (Administration) for more information on Links, and its set
up

2.4 Launching the Integrator

Being an „Add-in‟ application to AVEVA PDMS and AVEVA Outfitting products, the Schematic 3D Integrator
can be launched from within an AVEVA PDMS Design module, or an AVEVA Outfitting module.

Start an Integrator session from the Schematic-3D-Integrator main menu button located on the menu bar,
by selecting the Show entry. Integrator will open initially showing the Main Table.

The Show button will occur on the first instance the Integrator is launched in a running PDMS session, as
this enables the initialization of the application. Further clicks on the Schematic 3D integrator button will only
reveal a drop down menu with a variety of options as will be seen later in this guide. This button will also
occur when the Integrator has been placed in a Hide mode.

The forms and tables which make up the Integrator application are dock able as per the .NET functionality.
Tables can also be repositioned beneath tabs

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2.5 Integrator Main menu

The Integrator main menu can be reached from the „Schematic 3D Integrator’ main menu button.

This button will initially display a „Show’ entry when it is first clicked during a running PDMS session.
Subsequent clicks of the main menu button will display the main menu form, with several commands listed.

2.6 Integrator Main Table

This grid controlled table can be populated with available and applicable Schematic or Design items. These
items are listed in rows of a grid view which is specific to an applicable object type, for both schematic and
design based items.

In other words, the Main table will lists items available in the schematic or design database according to
types. Hence there are separate grid views for Schematic Equipment, pipelines, offline instruments etc. and
also grid views Design Equipment, Pipes, HVAC etc. These are also known as the „Main Object Types‟

Each grid can have a modifiable selection of columns which carry attribute data specific to the object type of
the listed item.

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2.7 Diagram Viewer

The Diagram viewer is a dock able form which


allows the user to preview and review P&IDs /
Diagrams as well as work directly with individual
schematic elements contained within a diagram.

Since the diagrams are presented in an SVG format,


the Diagram viewer incorporates an SVG format
viewer which ships with the Integrator application,
hence eliminating the need to download and install a
third party SVG Viewer.

2.8 Integrator 3D view

Integrator creates a separate 3D view or Integrator 3D View for the graphical representation of Compared
objects. This view has its own draw list so as colour coded models (from comparisons) do not impact on any
other 3D graphical views that the user may have defined within PDMS or Outfitting.

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2.9 Compare Colour key

Integrator colour codes the diagram and 3D views to give a visual indication of the Compare results on
individual objects. Corresponding objects in both views will carry matching colour codes as the Compare
results apply to both.

Although each representative colour can be configured from the „Project Configuration Explorer‟, the
default „Out-of-the box‟ colour scheme is shown and listed below:

Exercise 1

1. Log into the PDMS Design module with the details given below and initiate the Schematic 3D
Integrator.

PROJECT: SAM
USER: SYSTEM
PASSWORD: XXXXXX (type 6 instances of the character „X‟ as a capital letter)
MDB: SAMPLE
MODULE: Design

2. Launch the Schematic 3D Integrator as shown.

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Chapter 3

3 Integrator Controls

This chapter outlines and demonstrates the basic controls essential for manipulating and working with the
Integrator.

3.1 Main Table Controls

The Main Table features a Menu with listed options. These can be accessed by right clicking on a Main
Table column header or a column filter entry section Bar. It can also be reached from the Integrator Main
Menu under Schematic-3D-Integrator > Main table.

Or

3.1.1 Main Object Type

The Main Object Type control, determines the type of elements which a grid view is based upon.

Select any Main Object Type from the Main table context menu or via Schematic-3D-Integrator > Main
Object Type.

The full list of available Main Object Types is displayed in the forms as shown below.

Or

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3.1.2 Scope for Schematic Types

With the grid view displaying objects which are common to an element / object type, the Scope for
Schematic Types allows for a limitation on the range of objects displayed.

The grid could be controlled to only list all common objects which are available on any currently displayed
diagram page, or common objects available in all pages of an open diagram, or all common objects in the
MDB.

Select Scope for Schematic Types from the context menu or Schematic-3D-Integrator > Main Table >
Scope for Schematic Types

Or

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3.1.3 Column setup

Each grid view on the Main Table can have a modifiable selection of columns which carry attribute data
specific to the object type of the listed items.

From the Main Table context menu, select the Column Setup entry or from the Main menu, select
Schematic-3D-Integrator > Main Table > Column Setup to display the Table Column Setup form.

Or

The above action brings up the „Column Setup´ form, from which columns can be added or removed from a
current grid view on the Main table.

The „Column Setup‟ form also features visibility checkboxes which is a toggle for making a grid column
visible or invisible.

Select the ‟Add Standard Attributes‟ text button, to populate the grid with columns for all applicable
attributes of the object type contained in the grid view, or individually select attributes from the pick list.
Columns can also be created by typing in expressions which references single or multiple attribute data.

 Refer to (TM 3563) Schematic 3D Integrator (Administration) for more information on Column setup

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3.1.4 Main Table Settings

The behaviour of data entries in the grid cells can be modified using the controls described.

Select Settings from the Main Table context menu or Schematic-3D-Integrator > Main Table > Settings
from the Main menu to display the Settings submenu.

The Settings submenu contains controls for column sorting, and enabling / disabling the visibility of „Unset‟ /
„Nulref‟ values in the grid.

Or

Selecting the „Read Only‟ entry of the „Interaction mode‟ submenu ensures that the data entries in grid cells
cannot be edited, changed or modified.

The Single Cell Edit entry places a selected applicable cell in edit mode.

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Whilst the Bulk Cell Edit, entry allows multiple applicable cells to be updated in one action, through the use
of the „Fill Down’, „Fill Up’ and „Copy/Paste’ operations.

 The ‘Single Cell’ and ‘Bulk Cell’ edit modes only applies to grid tables for Design Elements

 The Bulk Cell Edit mode will allow for multiple cells to be selected, by both depressing the ‘Ctrl’ button
and selecting cells, or by clicking on a cell and dragging across required cells whilst the mouse button is
depressed

 Observe the grid behaviour by toggling button commands for ‘Group’ and ‘Column Sorting’,
‘Displaying column summaries’, and ‘supressing ‘Unset’ / ‘Nulref’’ values. These are located within
the ‘Settings’ menu

The entries for „Feedback Colours‟ brings up a colour pallet form with which required cell colours can be
selected. Colours for „Read Only cells‟, „Edit success‟, and „Edit Fail‟ results can be defined.

From the Main table context menu, select Settings > Feedback Colours to display the „Feedback colours‟
entries submenu, or Schematic-3D-Integrator > Main Table > Settings from the Main menu to display the
Settings submenu.

 Refer to (TM 3563) Schematic 3D Integrator (Administration) for more information on cell feedback
colours
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3.1.5 Other Main table Controls

The Main Table context menu also features the following commands as entries:

Reset cell Feedback – This returns the default colour of a cell, removing any feedback colour which
appeared after an action had been carried out.

Refresh – Refreshes the grid cell entries with current data from the database.

Export to Excel – Exports the currently viewed table layout, grid and cell contents, out as an excel file. This
is performed through a file browser form, and saved under a selected name.

Print Preview – This manages and displays a preview of a currently viewed Main table, its grid and cell
contents, before it is printed out.

Save Layout As – Each grid layout of the Main Table can be named and saved. This is essential where
certain grid modifications like the addition / removal of grid columns, and cell width modification has been
made for items of specific Object types, and will need to be reused in recurring Integrator sessions.

Modify and arrange the grid as required, then select „Save Layout As’ and enter a new name for the layout.

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Save Layout – Any changes or modifications to the Layout or configurations of a current grid can be quickly
saved by clicking the Save Layout text button.

3.1.6 Displaying Saved Layouts

Integrator ships with a standard „Default Layout‟ for all grid types. Each created Layout will be listed at the
bottom of the Main table context menu, along with an entry for the selection of the Default Layout.

Or

3.2 Subtype Table Controls

The integrator Main table features a „Subtype Table‟ which is displayed next to a Main table. It contains an
extra grid which caters for Sub elements of the elements / objects contained in the main grid.

This subtype table can be accessed hitting the „Subtype Table‟ entry on the context menu.

Or

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The Controls for the Subtype Table can be accessed in the same manner as that of the Main table. They are
listed and behave similarly.

The Table can be removed by selecting the „Hide‟ entry in the Subtype
Table context menu.

3.2.1 Subtype tables for applicable Object Types

The Main Tables for most of the available Object types in Integrator will have a Subtype Table feature
available to them.

This is because elements / objects of these Object types can carry sub elements, which are essential to the
tasks of the Integrator. See below for a listing of Subtype tables for applicable Object types.

Main Table Subtype Tables

Schematic Equipment Schematic Nozzles


Schematic Sub equipment
Schematic Electrical Connections
Offline Instruments None
Pipelines Pipeline Components
Inline Instruments
HVAC Lines HVAC Line Components
Inline Instruments
Schematic Cable None Schematic Cable None

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Equipment Nozzles
Sub equipment
Electrical Connections
Pipes Piping Components
Instruments
HVAC HVAC Components
Instruments
Cable None

3.3 Diagram Viewer Controls

Launch the diagram viewer from the Integrator main menu with the following command actions Schematic-
3D-Integrator > Display > Diagram Viewer This action opens the Diagram viewer, without any Diagram
displayed.

The Diagram viewer can also be accessed from the Main Table, by right clicking on any element row, and
then select View > View on Diagram from the grid context menu.

This action opens up the Diagram viewer, and also the Diagram page which contains that element.

 The Diagram viewer will be displayed from the Main table, if the element selected exists in the
Schematic database, and is represented on a Diagram / P&ID, or if the element selected exists in the
Design database, but has been linked to a corresponding item in the Schematic Database which is
also represented on a Diagram / P&ID

 If the item is shown on only one diagram, that diagram will be opened. If it is shown on multiple
diagrams, the user will be prompted with a list to select from

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The Diagram viewer controls which are located in the tool bar menu area of the Diagram viewer are briefly
described below:

View Diagram - displays the View Diagram dialogue, and also displays a
Pull down list of recently viewed diagrams

Zoom In

Zoom Out

Zoom to the current object selection

Zoom to Window - zoom out to the whole diagram

Always Zoom to the Table Selection - toggles the mode for auto-zoom

Set Bookmark - records current diagram view state

Previous Bookmark - set view to state recorded in previous bookmark

Next Bookmark - set view to state recorded in next bookmark

Remove Bookmark

Clear all Bookmarks for the current diagram

Print currently displayed diagram view

Settings

Display instructions for pan and zoom key combinations

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3.4 Viewing Diagrams

Select Schematic-3D-Integrator > View Diagram from main menu or click the View Diagram icon on the
Diagram Viewer toolbar to launch the View Diagram form.

Or

The View Diagram form reads the Schematic database in the current MDB, finding all available diagrams. It
also enables the browse and search for diagrams using the explorer panel and search controls

Select the Diagrams to view a list of available diagrams or select the Pages radio button to view a list of all
pages of available diagrams, in a selected Schematic Group.

Click on the Search button with blank text field, to display a list of all diagrams available in the Schematic
Database.

Select „By Diagram Name‟ to perform a wildcard search using the name of the diagram or select „By
Content‟ to perform a search using the name of an object such as schematic equipment to find the diagrams
it appears on.
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Enable the „Preview‟ checkbox, and select a listed diagram page. The preview pane will display a preview of
the diagram.

Use the pan and zoom functions to manipulate and inspect the diagram. Also holding down the

„Alt‟ key on the keyboard displays the „Pan‟ tool used for panning over diagrams displayed on either
the „View diagram‟ and „Diagram Viewer‟ form.

 The user can also initiate a window - zoom by holding


down the Ctrl key and dragging out a box whilst
depressing the left mouse button

 More viewer controls can be seen from the Diagram Viewer


information icon

Click OK to open and display the diagram in the Diagram Viewer form.

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Diagrams can also be opened from within the Diagram Viewer by clicking the arrow right next to the View
Diagram icon. This opens a drop down list of recently opened diagrams, from which a diagram can be
selected

Close individual diagrams by right clicking on the tab for the open diagram,
and selecting Close

Individual diagrams can also be closed by selecting the Close Diagram entry on the „right click‟ context
menu of the diagram

All diagrams opened in the Diagram Viewer can be closed in either of the following actions:

Select Schematic-3D-Integrator > Close All Diagrams or use the cross icon to close the Diagram Viewer
window.

Or

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3.4.1 Diagram viewer settings

Click the settings icon which is found on the toolbar menu of the Diagram Viewer, to display the „Settings‟
form.

The settings form contains the commands which control the behaviour of the Diagram Viewer, and also
diagrams / P&IDs displayed.

The selection of items on a diagram can have the item highlighted by a „Selection colour‟, and placing the
cursor over any diagram item will have that item adopt the „MouseOver Colour‟ temporarily.

 Items which can be selected are those which are of the current Main Object Type

Toggle the „Tabs Layout‟ radio buttons, to change the position of the diagram tabs on the Diagram Viewer.

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Check the „Set CE from diagram‟ checkbox to enable any applicable object selected on the Diagram to be
tracked/selected on the Schematic Explorer.

 The ‘Settings’ form also allows for the selection of the maximum number of items to be displayed in the
‘Recent diagram list’ and maximum number of diagram tabs to be displayed on the Diagram Viewer.

Exercise 2

1. Display the Diagram Viewer

2. Search and open the diagram A1-51-2003 Page-1 and A1-51-2004 Page-1

3. Set the main object type to „Schematic Equipment‟

4. Select the „Auto zoom on external selection‟ for Schematic Equipment on A1-51-2004 page-1

5. Track all equipment in A1-51-2004 Page-1 on the main table and schematic explorer

6. Track all Pipe components in A1-51-2003 Page-1 on the Schematic Explorer

7. From the main table, change the Scope for schematic type to „Diagram‟ and then „MDB‟

8. Insert a new column to the Main table, with the expression „RESTAT‟

9. Configure and save a Main table layout with the name „Training 1’

10. From the main table, select the Schematic equipment „/D1201‟, and „view on diagram‟

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CHAPTER 4

4 Compare

4.1 Comparison Category

The Comparison category functionality allows for the selection of the categories of attribute differences which
are required to be reported, against certain allowed object types, after a Compare action.

In order to produce relevant comparison results, the Comparison Category should be set up prior to initiating
a Compare action.

The default settings will be utilised, in the absence of a user configured setup.

Select Schematic-3D-Integrator > Settings >Comparison Category

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To create a new comparison category, first ensure „New‟ is selected in the „Category‟ drop down list.

Select or deselect the checkboxes for required options (attributes) which should be reported on, then click on

the Save icon or click the OK button.

This brings up the „Save comparison Category‟ form. Save the configured Comparison Category as
„Training 1’.

Existing Comparison Categories can be overwritten with a new configuration, using the prompt form below:

 The listed Key Attributes column applies when matching by key attributes according to the set
configuration rules

 User defined ‘Comparison Category’ are stored in the following location of the system: C:\Documents
and Settings\<User name>\Local Settings\Application
Data\PDMS\IntegratorSettings\CompareCategories, and can be distributed to other systems

Having configured and saved a Comparison Category, it can be selected for use with the following
commands:

Select Schematic-3D-Integrator > Comparison Category and then select the required listed Comparison
Category. This will ensure that the configured category will be used during comparison actions.

 Selecting the Default option ensures that all differences will


be reported for all Object Types.

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4.2 Comparison Options

The „Comparison Options‟ controls the reporting of „Un positioned items‟. This feature can be turned „Off‟
by deselecting the Check box, which indicates that the mismatches of the „Position‟ attributes of compared
items will not be reported as errors, nor warnings.

The „Comparison Options‟ feature also allows for the selection of main item / object types which are to be
compared when the compare action is run on an entire diagram. Item types not required can be deselected
by „unchecking‟ their check boxes.

Select Schematic-3D-Integrator > Settings > Comparison Options to display „Comparison Options‟
form.

This setting is per user and project and will be saved automatically between sessions.

4.3 Comparing 3D Data against Schematic Data

Schematic data stands in as the source data with which the accuracy and data values of 3D objects can be
checked. Connection information and the sequence/order of items are also compared.

The Compare action can be initiated in the following ways:

4.3.1 ‘Compare’ – Via Main Table

Select an item / object required for comparison on the grid of the Main Table, and pick the „Compare‟ entry
from the context menu.

This action can be carried out from a Schematic or Design based Main Table, and will compare the selected
object against an available match.

Note that the title bar of the Main table indicates the current layout, and Comparison Category used.

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4.3.2 ‘Compare’ – Via Diagram Viewer

Display a diagram in the Diagram Viewer, and select an item / object on the displayed diagram. Select the
„Compare’ entry from the context menu. The item will be compared with a matching 3D object.

 The item / object on the Diagram / P&ID which is to be compared must be of the current Object Type,
before it can be selected

It is possible to compare all items / Objects on a diagram for possible matches with corresponding 3D
objects.

Select the „Compare Diagram’ entry on the context menu of a


displayed diagram in the Diagram Viewer.

This will run a compare on all items on that displayed diagram.

The context menu of a diagram can be obtained by „Right clicking‟


on any clear area of the diagram, and not on an item.

 The item / object on the Diagram / P&ID which is to be selected must be of the current Object Type,
before it can be selected

4.3.3 ‘Compare’ – Via Integrator Main Menu

Select an item / object on a displayed diagram or on the Main Table, then


select Schematic-3D-Integrator > Compare from the Integrator main menu.

This compares the attribute values of the selected item with a matching 3D
object.

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 If an item / Object is not selected on the diagram / P&ID, or on the Main Table, the ‘Compare’ entry on
the menu will be greyed out

 An item / object on a Design based Main Table which has no Schematic match, will have its
‘Compare’ entry greyed out

All items / objects on a displayed diagram can be compared for possible matches with corresponding 3D
objects.

Select Schematic-3D-Integrator > Compare Diagram from the main menu. This will run a „Compare‟
action on all items on that displayed diagram.

4.4 Comparison Results

The result of a Compare action is output in a report form or file. It also presented as a colour coded
representation of the compared object on the diagram and 3D graphical views.

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The colour codes are presented according to the status of the Compared objects.

By default Integrator uses the following colour codes on the diagram and 3D views:

Red for components present in one view but missing from the other view
Yellow for warnings or information
Orange for components with some mismatch in attribute values
Green for components that match

 Integrator creates a separate 3D view ‘Integrator 3D View’, for the graphical representation of compared
or built objects. This view comes with its own Drawlist, and stays separate from the 3D view of the
PDMS Design module

4.5 Integrator Messages

During the process of comparisons and Builds, Integrator will present a message dialogue, which displays
the progress, and status of running process. A collection of warnings and error comments are generated and
displayed.

This dialogue form is automatically initiated at start of the process, but can also be accessed from
Schematic-3D-Integrator > Display > Messages at the conclusion of a Compare or Build process.

All generated progress and status comments will be preserved for a running Design / Integrator session.

Relevant objects listed in the dialogue form can be accessed directly, from the right click context menu from
the listed object.

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4.6 Integrator Report

The Integrator Report form combines and displays summarized and full details of the comparison status of
an item, a set of items, or of all items contained within a diagram.

The Integrator Report form is automatically displayed at the conclusion of a „Compare‟ action, and is made
up of an explorer style pane, attribute data pane and a grid pane which has both a summary and Details
tab, which shows the items Compared and any differences.

The report form can be saved as an xml or HTML format file, in any system location of choice, and previously
saved Integrator reports can be opened from within any currently displayed report.

4.6.1 Integrator Report Controls

The Integrator report includes menus and toolbars, which are described as follows.

4.6.1.1 Integrator Report Main Menu

From the report menu bar, the „File‟ dropdown menu lists the following
entries as shown.

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View All Referenced Diagrams Displays all diagrams whose member item(s) is
present on the Integrator report
Properties Displays the Report properties form
Redo Compare Repeats the compare of the same objects
Open Opens a file browser dialogue which allows
previously saved Integrator report to be opened
Save As Opens a location browser dialogue which allows a
report to be saved as an XML or HTML file
Export Details to Excel Opens a location browser dialogue which allows the
contents of the Details tab of the report grid pane to
be exported as an Excel file
Print Details Opens a Print dialogue which allows for the printing
of the contents of the Details tab of the report grid
pane
Close This closes the report

The „Edit‟ dropdown menu lists the following entries as follows.

Copy All to 3D Copies all attribute values to 3D for all matched or


linked objects
Link all matched elements Link all unambiguously matched objects (note this
function will not link matched objects if they have an
In Wrong Location or a Sequence Difference error)
Find CE in Report Focus the report on the current element (if it appears
in the report)

The „View‟ dropdown menu lists the following entries as follows.

Refresh Schematic & 3D Views Re-apply the compare rules colours to the Diagram
View and 3D View
Set Limits Sets the 3D View limits to encompass all the 3D
objects in the report
Significant Elements Only This is a filter which allows only significant items to
be displayed report
Differences and Errors Only This is a filter which allows only items with
differences and errors to be displayed in the report

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Highlight on Diagram These modal settings control how the Diagram View
and 3D View will respond each time an object is
selected in the Compare Report. Which Navigate
mode will be used is determined by whether the
Schematic or 3D tree panel is visible in the Compare
report.

Zoom to Diagram Selection See entry above


Navigate to 2D Element See entry above
Highlight in 3D View See entry above
Zoom to 3D Selection See entry above
Navigate to 3D Element See entry above
Show Equipment Translucent See entry above
Clear Link Selection Clears the selection of object for linking
Go To Displays previous and current report pages using the
forward or backward control
Refresh Update attribute values in the report from the
database
Comparison Category Details Display the current settings for the Comparison
Category used in the report (note these may have
changed since the report was made)

4.6.1.2 Explorer Pane

The Explorer pane lists compared items and sub items in a hierarchical arrangement. Each hierarchical set is
placed beneath the applicable element type (Equipment in this case).

It consists of a Schematic and 3D tab positioned at the bottom of the form, which lists a hierarchical
placement of compared Schematic and 3D items respectively.

4.6.1.3 Grid Pane

The Grid pane lists a summarized description of the results of a Compare action.

Items compared, successes, errors and warnings observed as well as other relevant information are listed
next to the number of items affected.
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The „Details‟ Tab displays an extension to the summarized information. Here the name of the affected item,
its owner, corresponding 3D item and comments are shown.

Items selected from the Explorer pane will be selected and highlighted in the Details tab, as both Schematic
and 3D items compared can also all be listed here.

4.6.1.4 Data Pane

The Data pane is positioned at the lower half of the Integrator report and displays the attribute details of the
Schematic and 3D equivalence of a selected compared item.

Differences in attribute values will be displayed and highlighted in the data pane.

4.6.1.5 Integrator Report Toolbar

The Integrator report toolbar items are a quick access to some of the controls available in the „View‟ menu
list.

It also contains navigation controls for display selections and report manipulation.

The entry „Summary‟ switches on / off the summary filter as selected for any category selected in the
„Summary‟ tab of the report.

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Back

Forward

Save As

Refresh 2D & 3D Views

Set Limits

View All Referenced Diagrams

Significant Elements Only

Differences and Errors Only

Summary

4.6.1.6 Data Panel Toolbar

1. Differences and Errors Only


2. Attributes Common to Schematic & 3D
1 2 3 4 5 6 7 8 3. Categorised
4. Categorised (Extended)
5. Alphabetic
6. Copy to 3D
7. Copy All to 3D
8. Refresh

The Data panel toolbar contains controls which apply to displayed data in the data pane. As the Data pane
lists the attribute values of compared 3D item and its corresponding Schematic item, the Data panel controls
how these attribute values are displayed, as well as their visibility.

4.6.2 Comparing and Updating attribute values

Display the diagram „A1-51-2003 Page-1‟.

On the Integrator main table, select „Schematic Equipment‟ as its Main Object type, and select 3 Schematic
equipment (using the „CTRL + select‟ function) then run a compare as shown

This will run a Compare on the selected items, initiating both the Integrator Messages form and the
Integrator report afterwards. It also displays the 3D view of the Equipment on the graphical view.

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Expand the items in the Explorer pane to reveal sub-elements beneath.

Select an entry on the Grid pane as to reveal the affected items on both the Details tab and the Explorer

pane as shown. This action also activates the „Summary‟ button on the Report tool bar.

 Items with attribute mismatches and errors carry the icon symbol , whilst those with error-free matches
carry the icon symbol Entries for information carry the icon symbol and warnings carry

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Select the entry „SCEQUI /E1301‟ as shown, to reveal its compared attribute information as shown

The data pane lists the attribute values of the schematic item, and that of its corresponding 3D item, showing
differences and similarities.

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Toggle on the controls of the tool bars, to reveal their effect on the listed attribute information on the data
pane.

In this case, the values of the „Description‟ attribute has been noted as being different, so it is possible to
„Correct‟ the description attribute of the 3D item, using that of the corresponding Schematic item.

This „Correction‟ / update can be done in several ways:

By Selecting the update value from a drop down list

By selecting the attribute entry to highlight, then select the „Copy to 3D‟ entry from the „right click‟
context menu.

By selecting the attribute entry to highlight, then select the „Copy to 3D‟ button or the „Copy All to
3D‟ button from the data toolbar, to copy all allowable schematic attribute values to the
corresponding 3D item which reports a difference.

Attribute entries with update values will now take on the „Cyan‟ colour, as well as item entry on the Grid pane
as shown

 The 3D and Schematic models of the compared items will now take on the ‘comparison colours’ as
described in section 4.4
 The ‘Integrator Comments’ carry further information on the attribute and link status of the compared
items

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From the „Edit‟ report menu drop down list, select the entry „Copy All to 3D‟
to copy all allowable schematic attribute values to corresponding 3D items
that have changes.

 ‘Allowable’ attribute values are those whose sources have been defined in the Project Configuration

 The reporting of errors, warnings and information on attribute values is setup and defined in the Project
Configuration, and the definition is carried out on the basis of element types

From the „File‟ report menu drop down list, select the entry „Redo
Compare‟ to accept all the updates. This action re-runs the Compare
process, with the Integrator messages form registering each step of the
process.

The Integrator Report form will now be refreshed with the updated Data.

De-activate the „Summary‟ button on the toolbar by clicking on it, and then select the topmost hierarchy
item on the Explorer pane. This will list all items listed beneath the top element on the Grid pane, as well as
their owners and any matching corresponding item.

Also toggle between the „Schematic‟ and „3D‟ tabs at the bottom of the Explorer pane to view all the entries
in the Grid pane.

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 Several tool tips have been developed to carry further information on the compare state and attribute
derivation data of compared items

 It is possible to define tool tips for specific attributes and element types to carry any required information

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4.6.3 Highlight matched items on both 3D and diagram views

It is possible to activate certain dynamically tracked actions between the Integrator report, the diagram
(whose elements are on the report), as well as the Integrator 3D view.

From the „View‟ report menu drop down list, activate the following entries as shown

- Highlight on Diagram
- Zoom to Diagram Selection
- Navigate to Schematic Element
- Highlight in 3D View
- Zoom to 3D Selection
- Navigate to 3D Element

Select the „Schematic tab‟ Explorer pane, and then select the topmost entry of the hierarchy, revealing and
displaying all items beneath in the Grid pane.

Select Schematic nozzle „SCNOZZ /E1301-S3‟ on the report as shown

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This action will highlight and zoom unto the Schematic model and its corresponding (matched) 3D model of
the selected item.

Select Schematic nozzle „SCNOZZ /C1101-N3‟ on the report to highlight as shown

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Select Schematic Equipment „SCEQUI /P1502B‟ on the report to highlight as shown

It is possible to highlight compared items on the report, by „dragging‟ them in from the 3D or Diagram view
where they might exist.

On the diagram „A1-51-2003 Page-1‟, select the item „E1301 Reboiler‟. Click and hold the item, then drag it
across and drop it on to the Integrator report. This should highlight the item on the report.

The same action is possible if an item is selected from the Design explorer, the Schematic explorer or the
Diagram, then dragged and dropped on to the report.

This action can only be carried out if the items to be selected have been compared already.

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4.6.4 Comparing Pipes

Change the Main object type for the Integrator main table to „PIPELINES‟ and select the pipe entry „/100-B-
2-A3B‟. Run a „Compare‟ on the selected pipeline.

This will display the 3D view of any corresponding 3D element that matches, as well as initiate an Integrator
report.

Attempt to „Correct‟ / update errors and mismatches, then „Redo Compare‟


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It is possible to correct mismatches by updating the attribute information of a matched corresponding 3D


item within the Design module, or changing schematic attribute information within the Schematic authoring
tool, and running a „Redo compare‟

Clicking on an item on either the Grid pane or the Explorer pane will have equivalent 3D and / or
corresponding schematic item highlighted on the 3D view or diagram.

4.6.5 Comparing Diagram items

Integrator allows the comparison of all items (of allowable element types) on a displayed diagram. The
Integrator report will list and display all observed results and comments just as described previously.

On the displayed diagram „A1-51-2003 Page-1‟, „right click‟ on any point on the diagram and select the
„Compare Diagram‟ entry from the context menu.

This action initiates the „Compare‟ of all items on the diagram.

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All compared items are listed beneath the grouping for their element types in the Explorer pane of the
Integrator report, and selecting the topmost item in this pane, lists all individual items compared, in the Grid
pane.

The diagram inherits the comparison colours on all affected items as shown

As well as the built up 3D model.

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 Select Schematic-3D-Integrator > Reset Diagram Colours or Schematic-3D-Integrator > Reset All
Diagram Colours to clear highlighting on the currently displayed diagram or on all currently open
diagrams

 On the Integrator Report form, select from the menu bar ‘View- > Refresh Schematic and 3D views to
re display all comparison colours on the Diagram

 Unmatched 3D sub equipment, nozzles and pipe components will be reported for information, not as
errors

 Items which are noted as ‘not significant’ in a comparison, like Design flanges and elbows are shown
for information, and will not be reported with a green tick if they are ok

 Context menu entries of the items in the Integrator report panes, allows for the highlight (navigation to)
of the selected items on their respective hierarchical explorers (Design or Schematic) as shown

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Exercise 3

1. Display the diagram A1-51-2004

2. Set the Main Table object type to „Schematic Equipment‟

3. Select and run a „Compare‟ on item D1201 from the main table, observe the Integrator report

4. Create a new comparison category, and unselect „Other attributes‟ for Equipment. Select this
comparison category for use, and re-do compare and observe

5. Run a „Compare‟ on C1101, with the default comparison category

6. Update mismatched or missing attribute details of C1101/N-1

7. Modify 3D items attributes values, and update details in Integrator report

8. Turn off the comparison of „Offline Instruments‟ from the „Comparison Options‟ form

9. Compare all items on the diagram with the „Compare Diagram‟

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CHAPTER 5

5 Link

5.1 Link and Unlink

Integrator can link Schematic items with existing corresponding 3D items, enabling verification of consistency
of 3D design against schematic.

The unlink function reverts any links created between the Schematic and 3D items, and also manages the
links between these items and Engineering items which are located in the ENGIneering database.

 Refer to TM 3563 for more information on the setup and management of Links between the Schematic,
Design and Engineering databases

5.2 Linking Schematic and 3D items

When a schematic object is to be linked, Integrator will search for 3D objects that match according to the
defined configuration rules being utilized. e.g., when linking schematic equipment, the Integrator will look for
a corresponding 3D equipment object with a name or other attributes that comply with predefined rules.

If an unlinked matching object is found, it will be offered as the first in a list of candidates for linking. This is
then, followed by unlinked closely matching objects then non- matching objects.

When linking a schematic pipeline to a 3D pipe, It is possible to select more than one 3D pipe to be linked at
the same time.

The linking or unlinking of corresponding elements can be carried out within Integrator in the following ways:

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5.2.1 ‘Link’ – Via Main Table

From the Integrator Main Table, populated with either Schematic or 3D objects, select and right click on any
item, then select the Link entry if active, from the right click context menu.

The link action opens a form which is populated with possible corresponding/matching items, which can be
selected and linked with the „OK‟ button.

The Link option will be available on items that are not already linked (the exceptions being Schematic
Pipelines and HVAClines that can be linked to one or many Pipes or HVACs respectively, and so can
always be linked).

When multiple objects are selected, the Link option will be available only if all the selected objects are not
already linked (again, with the exception of Schematic Pipelines)

The Unlink entry will be active for any item which has an existing link. Selecting this entry breaks existing
links, and also brings up a warning prompt if that item is linked to multiple items in different databases.

5.2.2 ‘Link’ – Via a Diagram

Linking and unlinking can also be initiated from the right click
context menu of a model object on a diagram.

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5.2.3 ‘Link’ – Via Main Menu

Select a Schematic or a 3D item from the main table, or a Schematic


item from a displayed diagram, then select Schematic-3D-Integrator >
Link if active, to link that item, or Schematic-3D-Integrator > Unlink to
break any existing links.

5.2.4 ‘Link’ – Via Integrator Report

Linking corresponding Schematic and 3D items from the Integrator Report can be carried out in a number of
ways:

Select and compare a Schematic or a 3D item, to display the comparison results on an Integrator Report
form.

From the Edit menu

All matched items on an Integrator report can be automatically linked with their corresponding
matched item.

Select Edit > Link all matched elements. Integrator will then work through the report content
prompting to link each identified matched item.

It is possible to link or skip individual items, or click Yes to All to automatically link all identified
matches. Linked items will be highlighted in cyan and any failed or skipped links in red. Select
the „Redo Compare‟ command to accept the update.

From the Item Context Menu

Individual items on the „Grid pane‟ can be selected and linked to their 3D matches, from the
links entry on its context menu.

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Select an item, and display its context menu. Select Link matched elements <Schematic-Item-
Name> and <3D-Item-Name> (if matches are found) or select the entry select for Linking (if
no matches exist already)

Selecting an item with this entry places the item in the Drop Site.

From the Drop Site

The Integrator report has a Drop Site for linking. This is located at an area at the base of the
report form

Selecting an item with the entry select for Linking as shown previously, will place that item on
the Drop Site.

Schematic items can be selected from the „Grid‟ pane, or the „Explorer pane‟ and dragged and
dropped in the Drop Site.

Another item of a corresponding element type can be selected, dragged and dropped on the
Drop Site which contains a selected item, to initiate a link between both items. This link can also
be created from the context menu of the second item.

It is possible to select and drag items from a displayed diagram, the Schematic explorer, Design
explorer, or the Main/Subtype tables and then drop them on the Drop Site.

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5.3 Identify Linked Corresponding items

Select a linked Schematic or 3D item from the Integrator Main table, display its context menu and select
View > Find in 3D Table or View > Find in 2D Table or from the Integrator main menu Schematic-3D-
Integrator > View> Find in 3D Table or Schematic-3D-Integrator > View> Find in 2D Table
This swaps the displayed Main Table to the corresponding table holding the linked corresponding item, and
also selects and highlights that item.

This can also be achieved from the context menus of selected items in the Design explorer and

5.4 Equipment Connection Details

The connection details button opens up the Equipment connections form which presents all available
connections available on selected Schematic equipment which is linked to a corresponding 3D equipment
vice versa.
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These „connections‟ are in the form of nozzles and electrical connections.

The Equipment connection form is reached via the „Connection Details‟ entry on the context menu of a
selected linked Schematic or 3D equipment.

 The ‘Connections Details’ entry on the context menu will be active only if the selected item has been
linked to a corresponding item.

The form consist of a „Schematic Equipment‟ pane, and a „3D Equipment‟ pane which lists all available
nozzle and electrical connections on both the Schematic equipment, and its corresponding linked 3D
equipment.

Select a „SCNOZZ‟ listed on the „Schematic Equipment‟ pane, and then select a „NOZZ‟ listed in the
„Equipment‟ pane. If they are a match, then the „Connections‟ panes will highlight the size as being
Matched or Unmatched as shown.

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Corresponding nozzles can be selected and linked with the „Set Link‟ button
This action breaks any other existing links the nozzles must have carried.
Selected 3D nozzle specification can be modified or changed from the „Modify specification‟ button.

Select the nozzle „/C1101-N5‟ modify its specification as shown.

The „Nozzle Specification‟ form contains nozzle data as pre-defined from the catalogue, and can be
selected from the drop down picklists.

New 3D equipment connections can be created with the „Create‟ button. The pick list next to this button lists
the type of connections which can be created.

In the case described, a new nozzle will be created for the 3D equipment, and a relevant specification
selected from the Nozzle Specification form.

This new nozzle will be visible on the Design explorer, and its position on the equipment model and 3D
space can be set with the proper design element positioning tool.

3D connections can be deleted by selecting the connection item, and clicking on the „Delete Connection‟
button

All changes and modification must be followed by clicking on the „Refresh lists ‟ button
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5.5 Pick connections

With the Pick connection functionality 3D nozzles can be selected for 3D equipment which are linked to
Schematic equipment that lack an equivalent Schematic nozzle.
When a Schematic Pipeline which is linked to a 3D Pipe and is modelled to directly connect to a Schematic
equipment without the use of a nozzle is matched, there arises the issue of „Unresolved branches‟

This happens because the 3D branch cannot determine the corresponding Schematic equipment
connection, hence cannot verify its own 3D connection after a comparison.

From the right click context menu of a


Schematic pipeline in the Main table, the
Pick connection entry will be seen to be
active only if that schematic pipeline has
already been linked with a 3D Pipe.

Selecting the entry Pick Connections...


from the context menu opens up the
„Pick connection‟ form.

The form lists all available and linked 3D


branches which have unresolved
connections.

The Pick Connections form allows for


Integrator to determine the Schematic
branch for a selected 3D branch with an
unresolved connection, it then finds the
schematic equipment which that
schematic branch is connected to.

Finally, the 3D equipment which the Schematic equipment is linked to is determined, and then instances of
relevant nozzles which can now be used as connections will be populated on the form.

Exercise 4

1. Display the diagram „HVS_Diagram Page-1‟

2. Set the main object type to „Schematic Equipment‟

3. Select any schematic item from the Main table and Link from the context menu, to „Elec Equip 1‟.

4. Select several items on the Main table and run a „Compare‟, to display the Integrator Report form

5. Select one of the compared items on the report form, and drag it to the link Drop SITE

6. Select the item /Elec-equip2 from the Design explorer, and drag it onto the Drop SITE in the report
form to link to the selected schematic item

7. Display the diagram „A1-51-2003 Page-1‟and select the schematic equipment „C1101‟ from the Main
table

8. Select the entry „Connection Details‟ from its context menu and observe the nozzles

9. Modify a nozzle specification, and create a new nozzle ensuring to properly position it on the
equipment item

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CHAPTER 6

6 Build

6.1 Building 3D Data

Integrator can build 3D objects directly from available Schematic data.

The Build feature runs through the process of appending, key schematic process data, tags, relevant
attribute data and all connections to the 3D item being built.

The graphical view of the 3D model will be obtained from a suitable catalogue of element types, and Design
parameters will be required to be assigned.

When the Integrator builds 3D items, it carries out a set of actions under the control of the Project
Configuration Rules which is covered in the Schematic 3D Integrator Administration guide.

Although it is possible to build up most schematic items into 3D models, this does not replace the
appropriate method of modelling items in the Design module.

Prior to running any „Build‟ action, the item(s) to be built from, must have been „Released To 3D‟ in the
schematic database.

6.1.1 ‘Build’ via the Main table

Display the diagram „HVS_Diagram Page-1‟ and select „Schematic Equipment‟ as the Main Object type.

Select Schematic equipment „SC_SW1001‟ from the table, and select the „Build‟ entry from its context menu.
This entry will be active as schematic equipment has no 3D equivalent, and is not linked to any 3D item.

The Build action creates a default 3D representation of the schematic item (based on its element type) and
then displays an „Equipment Details‟ form.

 The status of the BUILD process is indicated and described in the Integrator messages form

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The Equipment Details form contains the controls to properly configure the built 3D item.

The „Set Equipment Specification…‟ button displays the „Modify Equipment Specification‟ form, which
exposes a selection of pre-defined items in the Design catalogue.

An appropriate 3D model modelled with relevant shape and size can then be selected.

 The ‘Equipment Specification’ form displayed is dependent on the Design application selected. With
an 3D equipment being built with schematic data, the ‘Equipment Application’ mode is selected for the
Design module, as it enables the ‘Equipment Specification’ form to expose the appropriate data from
the catalogues

Required 3D equipment templates can be selected from the displayed form, and their properties can be
viewed beforehand via the „Properties‟ button

Click on the „Apply‟ button to exit form

Click on the „Set Equipment Position‟ button on the Equipment Details form, to define
the position of the newly created 3D item in 3D space, relative to the world origin point or any existing 3D
item.

The above action displays the „Explicit Position‟ form, with which the position parameters can be
selected/entered.

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 The default position values could be brought over from the Position attributes values of the Schematic
item from which the 3D item is being built

Click on the „Set connection Details‟ button on the Equipment Details form, to display the „Equipment
Connections‟ form. This contains connections information, and allows for the management of connections
as described in the previous section.

 Refer to Section 5.4 of this guide for more information on the use of the Equipment connections form

6.1.2 Build’ via a Diagram

Select an unlinked Schematic item (schematic equipment /SC_HVS1005) from the displayed diagram and
run the „Build‟ action from its context menu as shown

This action initiates processes as described earlier.

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6.1.3 Build’ via Main Menu

Select an unlinked Schematic item (schematic equipment /SC_HVS1002) from the displayed diagram or the
Main Table, and run the „Build‟ action from the Integrator main menu as shown

This action initiates processes as described earlier.

6.1.4 Build’ via Integrator Report

3D items can be built up from schematic data within the


Integrator report.

Run a „Compare‟ on an unlinked schematic item, and select


the „Build‟ entry from its context menu, as shown.

This action initiates processes as described earlier.

 The ‘Build’ entry will not be displayed if the selected Schematic item is matched to a corresponding 3D
item.

6.2 Building Pipes

Display the diagram „A1-51-2003 Page 1‟ and select the entry „Pipelines‟ as the Main Object Type of the
main table.

Select an unlinked Schematic pipeline from the main table, or the displayed diagram. Select the „Build‟ entry
from its context menu to build a 3D model of that line, using the schematic data

In this case, unlink the Schematic pipeline „/250-B-5-A3B-75‟, and delete the 3D item „250-B-5‟ from the
Design explorer.

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 For this demonstration, existing Links and matches to the selected Schematic pipeline will have to be
deleted, for the Build process to be valid

Select the „Build‟ entry from the context menu of the selected Schematic Pipeline as shown

A built pipe will initially have only its components/fittings populated on the graphical display. 3D models of
the line can be created with the Pipe Routing feature available within the Design module.

 Refer to TM-1207 Pipe Router Training Guide for pipe routing methods and process

6.3 Building a Missing Pipe Component from Integrator Report

In this case, expand the 3D pipe „100-B-8‟ on the Design explorer, and
delete the 3D item „VALV V110‟ beneath the BRAN „100-B-8-B1‟.

From the displayed Main table or the displayed diagram select the „/100-B-
8-A3B‟, select the „Compare‟ entry from its context menu to display the
Integrator report form.

 For this demonstration, an existing 3D pipe component is deleted so


as it can be re built from the data of its schematic equivalent

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This action displays the „Build Component‟ form which lists the components already present in the 3D
branch is displayed.

The newly built item can be dragged and dropped in any required position/sequence. Click the OK button to
accept the Build.

The component should now be built and visible in the graphical view, whilst the row with the built element
takes on a cyan colour, until a “redo compare” is initiated.

 The location of the new component selected by dragging the selection along the list to a required
position

 Schematic items which are matched to existing 3D items will not have its schematic data built into a 3D
item

 The rules which control the building of Schematic data into 3D items are defined in the project
configuration explorer

 Refer to TM-3563 Schematic 3D Integrator (Administration) guide for Project configuration explorer

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Exercise 5

1. Display the diagram „HVS_Diagram Page-1‟

2. Set the Main table Object type to „Schematic Equipment‟

3. Set the Design application to „Equipment‟

4. Select schematic items „/SC_SW1001‟, „/SC_SW1002‟ and „/SC_SW1003‟ from the Main table (Ctrl
+ select) and Build from the context menu

5. Display the „Equipment Details‟ form for each selected equipment, observe and modify as required

6. Display the diagram „A1-51-2004 Page-1‟

7. Set the Main table Object type to „Pipelines‟

8. Set the Design application to „Pipework‟

9. Select and delete the existing Pipe „PIPE 80-B-14‟ from beneath the ZONE PIPES in the Design
explorer

10. Select the line entry „/80-B-14-A3B‟ from the Schematic Main table, and Build from its context menu

11. Complete the creation of 3D pipes with the Pipe Router feature

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APPENDIX A

1 Appendix A

1.1 Further Example for ‘Link’ Operation

Select Schematic-3D-Integrator > View


Diagram, to display the View Diagram form,
then select the diagram „A1-51-2004 Page-1‟
and click the OK button.

Set the Main Object Type of the Main Table to Schematic Equipment then
select the item „D1201‟ either from the Diagram Viewer or Main table and
the Unlink entry from its context menu.

This action breaks any existing links between the schematic equipment and any 3D item.

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Now reselect the same schematic item and select the Link entry from its
context menu.

This action displays an element link form, from


which suitably matched 3D items can be listed for
selection. In this case, just one 3D item is found to
be a suitable match with the schematic item.

Additional columns can be included on this form, to expose further attribute details of the listed 3D item. The
inclusion of extra attribute columns is achieved by clicking on the text button Column Setup…

The Add Column text button enables the inclusion of required attributes, by creating a column entry row,
and required attribute expressions can be filled in, to call its value.

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Select the listed Equipment in the element selection form, and click the OK button.

This creates a link between the Schematic item and the selected 3D item.

 It is possible to drag and drop 3D items from the Design explorer on to the element selection form, if
that element is not listed there as a suitable match

Select the linked schematic equipment D1201 then View > Find in 3D Table from its right click context
menu. The Main Table displaying Schematic data will swap to display 3D data which includes the linked
item, and the row with this object will be highlighted.

1.2 Building 3D HVAC

Schematic HVAC items can be built into 3D items, as described earlier.

Schematic items whose data are to be utilised, will have to be first „Released to 3D‟ from the authoring tool.

HVAC Designer application mode must first be selected for the Design module, prior to commencing with the
build.

Set the Main Object Type of the Main Table to HVAC lines then select the schematic HVAC item /TRA001-
RCT either from the Diagram Viewer or Main table and the Build entry from its context menu.

This action creates 3D HVAC inline components, with which full 3D HVAC lines can be modelled via the
HVAC designer.

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The built HVAC line is highlighted on the Diagram, just as with Pipelines.

 The HVAC fittings and components can be manipulated into a detailed HVAC line design via the HVAC
designer, as this assists with filling in the ducts. Select Utilities > Autofill with Straights > Show Gaps
or Fill Gaps

 Refer to (TM-2223) - AVEVA Plant HVAC Designer Training Guide for detailed info on utilising the
HVAC designer

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1.3 Building 3D Cables

Schematic Cable lines can be built into 3D cables, as described earlier.

These Schematic Cables whose data are to be utilised, will have to be first „Released to 3D‟ from the
authoring tool.

Cabling system application mode must first be selected prior to commencing with the build.

Set the Main Object Type of the Main Table to Schematic Cables then select the schematic cable item
/HVS001 either from the Diagram Viewer or Main table and the Build entry from its context menu.

This action creates 3D element on the Design explorer, with which full 3D cable lines can be modelled via
the Cable router.

The built cable line is highlighted on the Diagram, just as the case with Pipelines.

 3D cables can be generated and routed with the Cable Data utility. he HVAC fittings and components
can be manipulated into a detailed HVAC line design via the HVAC designer, as this assists with filling
in the ducts. Select Utilities > Cable Data

 Refer to (TM-1105) AVEVA Plant Cable Design Training Guide for detailed info on utilising the cable
router feature

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APPENDIX B

1 Appendix B

When the Integrator builds in 3D it carries out a set of actions under the control of the Project Configuration
Rules which is covered in the Schematic 3D Integrator Administration Guide.

1.1 Building Equipment

When the Integrator builds equipment in 3D the following actions are carried out.

 The names of an appropriate SITE and ZONE are determined from the rules. The SITE and
ZONE are created if they do not already exist. If there is no rule to define the SITE or ZONE,
Integrator will use the current element, its owner, or the first SITE and ZONE after the current
element.
 EQUIpment is created in the appropriate ZONE and named in accordance with the rules. The
name in 3D can be a duplicate of the name on the diagram. Alternatively, a rule may be used to
construct a name from attributes such as DISTAG (display tag).
 SUBEquipment are created for schematic sub equipment. Integrator will report unmatched 3D
SUBEs for information and not as errors, on the basis that there are likely to be more sub-
equipment in 3D than on a diagram as there will be more detail. However, unmatched SCSUBEs
will be reported as errors.
 NOZZles are created for each schematic nozzle. Integrator will match nozzles at different levels
in the hierarchy, e.g. A NOZZle in a TMPL below a SUBEquipment may be matched to a
SCNOZZle directly below a SCEQUIpment. This allows nozzles in 3D to be grouped on
SUBEquipments even though there is no parallel schematic hierarchy.
 ELCONNs will be created for each schematic electrical connection.
 If a specification reference has been set on the schematic equipment it will be copied to the
EQUIpment and the equipment template will be instantiated so that it has a population of
primitives. The user has an opportunity to modify the equipment specification later in the build
process.
 If the schematic equipment does not have a specification reference but it does have a
description, Integrator will collect all the SPCOms and TABITEms from the equipment
specifications and selection tables, and look for a match against the descriptions of their owners.
If there is a single match this will be set as the specification reference on the 3D equipment.
 If a catalogue reference has been set on a schematic nozzle or electrical connection it will be
copied to the NOZZle or ELCONN. The user has an opportunity to modify the specification later
in the build process.
 Nozzle and electrical connection references are set in accordance with the schematic
connectivity if the connecting objects exist in 3D.
 If a position has been set on the schematic equipment it will be copied to the EQUIpment. The
user has an opportunity to modify the equipment position later in the build process.
 Attribute values can be set on the EQUIpment, based on attribute values on the schematic
equipment, in accordance with the rules.
 The schematic and 3D objects are linked.
 Although Integrator always creates a nozzle to link to a schematic nozzle, there may already be
a nozzle defined in an equipment template that is appropriate for that schematic nozzle.
Integrator will check for nozzles with matching bores within a template. If a match is found, the
schematic nozzle will be linked to that particular nozzle within the template, and the auto-built
nozzle will be deleted. Any attribute data, including the nozzle name, that were set on the auto-
built nozzle in accordance with the rules, will be copied over to the selected nozzle in the
template.
The user has the opportunity to modify nozzle details including changing or swapping the links between
nozzles and schematic nozzles. If a link is moved from an auto-built nozzle in the same

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 session that the nozzle was built, the auto-built nozzle will be deleted. The user can also modify
the specification of the NOZZles.

1.2 Building Pipework

When the Integrator builds pipe work in 3D the following actions are carried out.

 The names of an appropriate SITE and ZONE are determined from the rules. The SITE and
ZONE are created if they do not already exist.
 A PIPE is created in the appropriate ZONE and named in accordance with the rules. Typically
the name will be generated from a number of schematic pipeline attribute values and can include
a sequential number.
 BRANches are created equivalent to the schematic branches.
 Piping components are created equivalent to schematic piping instruments, valves and fittings.
Rules determine the component type. Components (including valves and instruments) can be
named if rules are defined for this.
 Component specification references are copied from the schematic components where
available.
 If a specification reference has not been set on the schematic component, Integrator will try to
choose the 3D component from a pipe specification using available data. Integrator will
determine the appropriate specification, generic type and bore(s). Other selectors such as
STYPE can be set by the rules. If Integrator has insufficient data to make a single choice, it will
prompt the user with the selection it is trying to make and display the Choose form for the user to
make the choice.
 Connection references are set in accordance with schematic connectivity if the connecting
objects exist in 3D. This includes branch head and tail references, nozzle connection references,
component connection references and connection reference arrays.
 Attribute values can be set on the 3D pipes and components, based on attribute values on the
schematic pipelines and components, in accordance with the rules.
 The schematic and 3D objects are linked.
 The user has the opportunity to resolve connections where the schematic connection is directly
to schematic equipment. In 3D the connection must be to a nozzle or electrical connection.
When resolving connections the user can select an existing nozzle or electrical connection or
create a new connection.
 Where a number of interconnected schematic pipelines are to be built in 3D, it is recommended
to build the main line first, before building offlegs.

 Building Missing Components - Integrator can build missing piping components from the Integrator
Report form
 Building Multiple Pipes for a Single Schematic Pipeline - Currently it is not possible to automatically
build part of a schematic pipeline into a pipe, or to automatically build several pipes from a single
schematic pipeline. If a schematic pipeline is to be represented in 3D as multiple pipes, each pipe must
be created using the Pipework application, and then linked to the schematic pipeline. Individual
components could then be built in 3D from the Integrator Report form

1.3 Building HVAC

Integrator builds HVAC in 3D using a process that is equivalent to that for creating pipe work, but based on
schematic HVAC lines, and with its own family of rules.

Integrator uses a look-up table of information relating to the standard AVEVA HVAC component
specification. This data is read from the file HVACStypeTable.xml which is included in the PDMS or Plant
executables folder. Integrator will look for this file first in the %<proj>dflts%\modelmanagement folder and
then in the main executables folder. This file can be modified to suit company or project requirements.

Integrator can build and Compare HVAC data provided that the schematic data is consistent with the
standard AVEVA HVAC application catalogue. This means that any HVAC fittings defined on a diagram
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must conform to the equivalent 3D HVAC fittings that can be created from the standard AVEVA 3D HVAC
specification.
The information used by Integrator to determine the appropriate component in 3D depends on the following
attributes of the SCHVFI (schematic HVAC fitting) object.

GTYP Generic type


SCSTYP Specific type
CONARRAY Duct shapes for each connection point
WIDARRAY Duct widths for each connection point
HEIARRAY Duct heights for each connection point

In order for Integrator to be able to build and Compare a 3D HVAC component, the combination of this
information from the SCHVFI must correspond to a component in the standard catalogue. In particular, if
there is a branch connection point, it should be P3, with ARRIVE and LEAVE as P1 and P2 (or P2 and P1)
respectively.

An example of a component that would not meet this criterion would be a rectangular, three-way fitting with a
different duct height on P3. In the standard catalogue, duct height (the depth of the fitting) is equal across the
three connection points.
 For more information on SCSTYP see the AVEVA Plant Diagrams HVAC Designer (TM-2212) Training
Guide
 Integrator can build user defined HVAC fittings provided that the SPREF is set on the SCHVFI. A
configuration rule should be defined in Integrator for SCHVFI elements, to copy the SPREF if it is set on
the source element

1.4 Building Cable

When Integrator builds Cable in 3D the following actions are carried out.

 The names of an appropriate SITE and ZONE are determined from the rules.
 A CABLE is created in the appropriate ZONE and named in accordance with the rules.
 Start and End references are set in accordance with schematic connectivity if the connecting
objects exist in 3D. Connections can be direct to equipment using the ELCXRF attribute or to
ELCONNs.
 Attribute values can be set on CABLES in accordance with the rules.
 When a Schematic Multi-Cable (SCMCAB) is selected in the Diagram View, all its child
Schematic Cables (SCCAB) will be selected in the Main Table. When an SCCAB that is a
member of an SCMCAB is selected in the Main Table, its owning SCMCAB will be selected in
the Diagram View. Its sibling SCCABs may be automatically selected in the Main Table via
Select All Cables in the Multi-Cable command in the right click context menu.

 Integrator does not create CORE objects below 3D cables, even if the schematic cable owns schematic
cores. If needed, schematic core data can be referenced from 3D via the owning cable's SCHLNK
attribute
 Integrator builds the individual cables for a Schematic Multi-Cable (SCMCAB). There is no 3D
equivalent of SCMCAB

1.5 Building Offline Instruments

Integrator builds offline instruments in 3D as equipment. In this context, offline instruments are instruments
remote from the pipe work (as opposed to instruments modelled as branch members even if they are located
off the centreline of the pipe).

www.aveva.com
© Copyright 1974 to 2011. 79
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
AVEVA Plant (12.1)
Schematic 3D Integrator TM-3561

www.aveva.com
© Copyright 1974 to 2011. 80
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.

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