DesSoft - P&ID PID Piping & Instrumentation Design Engineering Software Training Manual (Control and Instrumentation Engineering Software)
Upcoming SlideShare
Loading in...5
×
 

Like this? Share it with your network

Share

DesSoft - P&ID PID Piping & Instrumentation Design Engineering Software Training Manual (Control and Instrumentation Engineering Software)

on

  • 655 views

 

Statistics

Views

Total Views
655
Views on SlideShare
654
Embed Views
1

Actions

Likes
0
Downloads
28
Comments
0

1 Embed 1

http://www.pinterest.com 1

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

DesSoft - P&ID PID Piping & Instrumentation Design Engineering Software Training Manual (Control and Instrumentation Engineering Software) Document Transcript

  • 1. P&ID Training Manual © 2011 DesSoft Version: 2.0.0.21
  • 2. P&IDTraining Manual© 2011 DesSoftAll rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, ormechanical, including photocopying, recording, taping, or information storage and retrieval systems - without thewritten permission of the publisher.Products that are referred to in this document may be either trademarks and/or registered trademarks of therespective owners. The publisher and the author make no claim to these trademarks.While every precaution has been taken in the preparation of this document, the publisher and the author assume noresponsibility for errors or omissions, or for damages resulting from the use of information contained in thisdocument or from the use of programs and source code that may accompany it. In no event shall the publisher andthe author be liable for any loss of profit or any other commercial damage caused or alleged to have been causeddirectly or indirectly by this document.Printed: April 2011 in Eldoraigne, South Africa Special thanks to: Publisher DesSoft All the people who contributed to this document.
  • 3. Contents 3Table of Contents Foreword 0 Part I Introduction & Setup 8 1 Introduction ................................................................................................................................... 8 2 Setup ................................................................................................................................... 9 and Navigation 3 Logging In ................................................................................................................................... 12 Part II License Management 14 1 Activating Licenses from Web License Server ................................................................................................................................... 14 2 Concurrent User Management ................................................................................................................................... 15 3 Firewall and Proxies ................................................................................................................................... 16 Part III Help and Licensing 18 1 Activating a local license ................................................................................................................................... 18 2 Returning a local license ................................................................................................................................... 19 3 Connecting to the license server ................................................................................................................................... 20 4 About dialog ................................................................................................................................... 22 5 Contact support ................................................................................................................................... 22 Part IV P&ID Modules 24 Part V Projects 26 1 Project building options ................................................................................................................................... 26 2 Creating projects ................................................................................................................................... 26 3 Opening projects ................................................................................................................................... 27 4 Deleting projects ................................................................................................................................... 27 5 The Recent Projects list ................................................................................................................................... 27 Part VI User Management 30 1 Add a user group ................................................................................................................................... 30 2 Delete a user group ................................................................................................................................... 30 3 Rename a user group ................................................................................................................................... 30 4 Add a user ................................................................................................................................... 30 5 Delete a user ................................................................................................................................... 31 6 Modify a user ................................................................................................................................... 31 7 Defining access rights ................................................................................................................................... 31 Part VII Creating Plant Components 34 1 Updating the pick list ................................................................................................................................... 36© 2011 DesSoft 3
  • 4. 4 P&ID Training Manual 2 Creating instruments ................................................................................................................................... 37 3 Creating equipment ................................................................................................................................... 38 4 Creating pipes ................................................................................................................................... 38Part VIII P&IDs 42 1 Creating a P&ID ................................................................................................................................... 42 2 Populating a P&ID ................................................................................................................................... 43 3 Anchor points ................................................................................................................................... 43 4 Modifying existing symbols ................................................................................................................................... 44 5 Creating symbols ................................................................................................................................... 45 6 Creating a Tie-In ................................................................................................................................... 46 7 Associating components with symbols ................................................................................................................................... 46 8 Dissociating components from symbols ................................................................................................................................... 46 9 Defining process line types ................................................................................................................................... 47 10 Automatic pipe tags ................................................................................................................................... 47 11 Component annotations ................................................................................................................................... 47 12 Associating symbols with symbols ................................................................................................................................... 48 13 Dissociating symbols from symbols ................................................................................................................................... 48 Part IX Hands-On One 50 Part X Document Tokens 54 1 Understanding document tokens ................................................................................................................................... 54 Part XI Tag Rules 58 1 Internal functions ................................................................................................................................... 58Part XII Tables 62 1 Modifying table structures ................................................................................................................................... 62 2 Exporting tables ................................................................................................................................... 62 3 Importing tables ................................................................................................................................... 63Part XIII Queries 66 1 Creating queries ................................................................................................................................... 66Part XIV Reports 70 1 Viewing reports ................................................................................................................................... 70 2 Creating reports ................................................................................................................................... 70Part XV P&ID Options & Tools 74 1 P&ID ................................................................................................................................... 74 options 2 Tools................................................................................................................................... 75 © 2011 DesSoft
  • 5. Contents 5 Index 77© 2011 DesSoft 5
  • 6. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part I
  • 7. 8 P&ID Training Manual1 Introduction & Setup In this section we will cover: How to setup DesSoft P&ID. 9 How to navigate within F-Des 9 . How to log in 12 .1.1 Introduction What is DesSoft P&ID: DesSoft P&ID enables you to create P&ID Drawings that are intelligent and can be linked to the project database to provide bidirectional data between other DesSoft Engineering tools. This offer the ideal design environment where all departments can work on the same project. This also eliminate all duplication of tag numbers in a project. Minimum requirements are: Basic knowledge on the Windows system. Process and Piping knowledge. Database knowledge © 2011 DesSoft
  • 8. Introduction & Setup 91.2 Setup and Navigation How to install DesSoft P&ID This section will guide you on how to install DesSoft P&ID. Please visit www.dessoft.co.za and download the latest version of DesSoft P&ID, if you do not already have it. Run the Setup.exe and follow onscreen prompts. The default install path for DesSoft P&ID is C:Program FilesDesSoft5.0PID (Where [5.0] is the version which you are currently using.) And the installed projects will be stored in the C:1DesSampleProjects folder. How to navigate within DesSoft P&ID Menu Bar: The menu bar displays all the menus available to the user. Some menus are module specific and will be labeled with the module name in the title bar. In the screenshot above, "P&ID Tools", "Draw" and "Page Layout" are specific to the Diagram module that is currently open.© 2011 DesSoft
  • 9. 10 P&ID Training Manual Ribbon Bar: Every menu in the menu bar, has its own set of ribbon bars that are labeled and grouped according to specific functions to ensure ease of use. Filter Bar: Almost every data window has a field above the data listed in the window. This enables you to filter the content of the window for any specific criteria. Quick Filter: This acts as a filter for the various component groups. The tag numbers displayed in the Tag List, are a result of the group selected in the Quick Filter. Eg. If Motors is selected in the Quick Filter, ONLY Motor tag numbers will be displayed in the Tag List. Tag List: This list displays the tags of all the components associated to the group selected in the Tag List Filter. Diagram List: When the Documents tab is selected, this list displays the diagrams in the current project. It also has a Revision tab that will display all the revisions for the diagram selected under the Documents tab. Window Tabs: All the currently open modules/components/diagrams etc. will be displayed here, for easy access. You can close a window tab by clicking the tab and then the "x" on the right hand side of the screen. (IN LINE WITH THE TABS) © 2011 DesSoft
  • 10. Introduction & Setup 11 Project Button: The Project button takes you to the screen where you can manage projects, manage users and their access rights, enter project information, application options, activate or return licenses and even contact support. 1. The Add Project function allows one to add an existing project located on a local or network drive to the Recent Projects List. 2. The Project/User Information section allows one to enter Project Information and Manage Users for the project selected in the Recent Projects List, as well as manage System Administrators. 3. The Recent Projects List, lists all the projects that were accessed recently. From here one can access a different project, open the project folder, remove projects from the list, delete projects or simply log in as a different user. 4. The New Project function is a wizard type interface to simplify the creation of projects. 5. Set the DesSoft P&ID systems options here. 6. An existing user for the project selected in the Recent Projects List, can log in here. 7. The System Administrator logs in here. Some functions are only available when the System Administrator is logged in. (See Logging In 12 ) 8. The System Administrator logs out here. 9. Here you can access DesSoft P&IDs help files, license the software, obtain DesSoft P&ID version information and contact DesSoft support. 10.Exits DesSoft P&ID.© 2011 DesSoft
  • 11. 12 P&ID Training Manual1.3 Logging In The System Administrator needs to be logged in, in order to perform functions like: Entering Project Information Managing Users Managing System Administrators Changing application options Login as a System Administrator 1. In the menu bar, click Project. 2. Click Login System Administrator. 3. Enter the System Administrators Username. 4. Enter the System Administrators Password. 5. Click OK. Logging in as a System Administrator allows you to manage users and projects. The default System Administrator username and password is "Administrator". Login as a Project User 1. In the menu bar, click Project. 2. Click Login Project User. 3. Enter the Project Users Username. 4. Enter the Project Users Password. 5. Check the Remember Me option. (optional) 6. Click OK. © 2011 DesSoft
  • 12. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part II
  • 13. 14 P&ID Training Manual2 License Management This section explains the various methods to activate DesSoft P&ID To remove DesSoft P&ID from Evaluation mode, the software needs to: 1. Be activated with a Local Workstation license. 2. Connect to the DesSoft Concurrent User Manager (CUM) that will issue a license to DesSoft P&ID. 3. Be setup to use the Licenses on the CUM.2.1 Activating Licenses from Web License Server Upon purchase of DesSoft P&ID the client is issued with a ClientID and a login Password to access the Clients licenses on the DesSoft Web License Server. To access the licenses visit the DesSoft Web License Server at http://www.dessoft.co.za/licencelogin.aspx How to Activate the CUM with Client Licenses 1. Make sure that the DesSoft Concurrent User Manager (CUM) is Installed. 2. Visit the DesSoft Web License Server. © 2011 DesSoft
  • 14. License Management 15 3. Generate an activation code for all the licenses you want to make available on the CUM or contact your companys License Administrator to issue you with an activation code. 4. Start the CUM application. 5. In the CUM application, click Activate. 6. Paste the Activation code you generated from the Web License Server or received from the Companys License Administrator, in the Activate License dialog. 7. Click Activate. If the transaction is successful, a message box will appear indicating the amount of licenses that were activated on the CUM. After closing the Activate Licenses dialog the licenses will appear in the CUM license list and the licenses are now ready to be used on the companys Local Area Network (LAN). If the transaction was unsuccessful see the section on Firewall and Proxies. 8. To setup DesSoft P&ID to use the CUM licenses on the companys LAN, see the topic Help and Licensing 18 .2.2 Concurrent User Management 1. Click here to enter your activation code you generated on the DesSoft website. 2. Here you can change your proxy settings, and how often Concurrent User Manager must look for Licenses. 3. Refresh queries the web server for licenses. Be sure to hit Refresh after entering your Activation code. 4. The ID of the license. 5. Your company name. 6. The type of license. 7. The computer the license is on. 8. If the license is available or in use. 9. If the license is being used, this will tell you who is using it. 10. When your license expires. 11. Shows connectivity to the web server. If its red, it means CUM cannot access the internet.© 2011 DesSoft
  • 15. 16 P&ID Training Manual Please check your firewall / proxy settings and ensure everything is correct.2.3 Firewall and Proxies If the transaction to activate your license on the CUM was unsuccessful, make sure that the CUM is not blocked by a Firewall. If your company uses a Proxy server contact your network administrator for the proxy settings. To setup the proxy settings in the CUM application. 1. Click the Options button. 2. Enter the proxy settings. 3. Click OK. To setup the proxy settings in DesSoft P&ID. 4. In the menu bar, click Tools. 5. In the Tools and Options ribbon bar, click P&ID Options. 6. In the Options dialog, click on Proxy Settings in the list. 7. Enter the proxy settings. 8. Click OK. © 2011 DesSoft
  • 16. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part III
  • 17. 18 P&ID Training Manual3 Help and Licensing In this section we will cover: Activating a local license. 18 Returning a local license. 19 Connecting to the license server (CUM). 20 Finding version information. 22 Contacting support. 223.1 Activating a local license 1. Visit the DesSoft Web License Server and generate an activation code for all the licenses you want to make available for the Workstation/Notebook or contact your companys License Administrator to issue you with an activation code. 2. In the menu bar , click Project. 3. Click Help. 4. Click Activate Local License. 5. Enter the activation code you received from the DesSoft Web License Server or from the companys License Administrator. 6. Click Next. 7. The activation code will be verified on the DesSoft Web License Server and if the code is valid a local license will be created on your computer. © 2011 DesSoft
  • 18. Help and Licensing 19 8. If the transaction failed refer to the Firewall and Proxies 16 section.3.2 Returning a local license 1. In the menu bar , click Project. 2. Click Help. 3. Click Return Local License. 4. Click Return License to return the license to the DesSoft Web License Server. If the transaction was successful the following dialog will appear.© 2011 DesSoft
  • 19. 20 P&ID Training Manual 5. If the transaction failed refer to the Firewall and Proxies 16 section. 6. If DesSoft P&ID was previously setup to connect to the CUM and there are licenses available on CUM, your computer will automatically fetch a license from the CUM on your companys LAN. 7. If DesSoft P&ID stays in EVALUATION mode refer to the License Management 14 section to set up licensing.3.3 Connecting to the license server 1. In the menu bar, click Project. 2. Click Help. 3. Click Connect to LAN License Server. 4. Enter the host computer name or IP address. This will be the computer where the CUM is © 2011 DesSoft
  • 20. Help and Licensing 21 installed. 5. Enter the Host Port number. This number must be the same as the Listen Port on the CUM. 6. Select the License Tag Limit that you need. The available Tag Limits can be seen on the CUM if not known. 7. Click Test to test communication with the CUM. 8. If the connection was successful the following dialog will appear. DesSoft P&ID will start to use licenses from the CUM. 9. If the connection failed, the following dialog will appear. Verify your Host Name and Port as well as your computers firewall & proxy settings.© 2011 DesSoft
  • 21. 22 P&ID Training Manual3.4 About dialog The about dialog shows information about the current version as well as support information. 1. In the menu bar, click Project. 2. Click Help.3.5 Contact support 1. In the menu bar, click Project. 2. Click Help. 3. Click Contact Us. 4. Login to your DesSoft account or register if you dont have one. 5. Click Create New Issue. An internet connection is required to contact support. After logging a support issue you will receive an e-mail with a support tracking number. Please refer to the support tracking number in all follow up conversations. © 2011 DesSoft
  • 22. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part IV
  • 23. 24 P&ID Training Manual4 P&ID Modules Projects The projects module is used to create, open and delete projects. Existing Projects can also be added to the projects tree in the projects module. Tag List This module is used to create, rename and open components. Components can also be dragged and dropped from the Tag List onto a P&ID Diagram. Diagram List This module is used to create, delete, open, print and revise P&ID Diagrams. Tables This module is used to open various tables in the project for editing, importing data into the database or exporting the data into Microsoft Excel for editing or reporting. The tables can also be modified to add additional columns into the database. Queries This module interface is similar to the tables module interface and you can create your own data queries to view, update and delete data from the database. Knowledge of Microsoft SQL Language is essential to create your own queries. Reports This module is used to create, delete, print and view various reports. Each report can run against its own configuration and a report can have multiple configurations. For example: A report can be created to show all the equipment in the project. This report can have a configuration that will show only Area 10. Another configuration can be added that shows only Area 20 equipment. This is an easy method to report on various equipment in the project. Knowledge of Microsoft SQL is essential to create queries for the reports. Libraries and Standards This module opens the Standards list, Pick list editor, Document tokens editor, Symbol library and the Property page. Tools and Options This module opens DesSoft P&IDs options and Data Tools dialog that can be used to check the integrity of the database. Help This module opens all Help and Licensing related dialogs. © 2011 DesSoft
  • 24. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part V
  • 25. 26 P&ID Training Manual5 Projects In this section we will cover: The available options when creating a project. 26 How to open a project. 27 How to create a project 26 . How to delete a project. 27 The project tree 27 .5.1 Project building options Project Type options 1. New From System Project - The new project will be created from the System Project and System Library with a Local Library. 2. Access 2000 Project - This is mostly used when the project often needs to be mobile. 3. SQL Server Project- This is mostly used when large teams work on the same project and the project does not need to be mobile. Project options options 1. Local Libraries - The project will have its own library, which will only be available to that project. 2. Shared Libraries - Multiple projects can use the same library. Create project from... options 1. System Project - The project will be created from the original project structures found on the installation CD/DVD. 2. Current Project (Without Data) - A duplicate of the current project will be made, excluding the data. This is useful if you have added custom fields to the database and wish to use it in another project. 3. Current Project (With Data) - A duplicate of the current project will be made, including the data. This is handy if you have projects that contain very similar data. When creating SQL Server projects, the companys SQL Server Administrators credentials are required to give DesSoft P&ID rights to create the SQL database and user login in SQL Server.5.2 Creating projects 1. In the menu bar, click Project. 2. Click New Project. 3. On the left, select what type of project you want to create. 4. Select what type of library the project must have. 5. Select where the project must be created from. 6. On the right, browse to where you want your project located. 7. Under Project Name, enter a name for the project. 8. Under Project Description, enter a description for the project. 9. Click Create Project. © 2011 DesSoft
  • 26. Projects 275.3 Opening projects 1. In the menu bar, click Project. 2. Click Recent Projects. 3. Select the project in the list. 4. Click Open Selected Project.5.4 Deleting projects 1. In the menu bar, click Home. 2. In the Modules ribbon bar, click Projects. 3. Select the project in the Project Tree. 4. In the Project ribbon bar, click Delete Project. 5. Click Yes.5.5 The Recent Projects list Adding a project to the list 1. In the menu bar, click Project. 2. Click Add Project. 3. Browse to the DesSoft.Proj / Config.xml file in the Project Folder. 4. Click Open. Removing a project from the list 1. In the menu bar, click Project. 2. Click Recent Projects. 3. Click Remove From Recent List. Switching Users In the menu bar, click Project. Click Recent Projects. Click Switch Users. Select the Username and enter the Password. Click OK.© 2011 DesSoft
  • 27. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part VI
  • 28. 30 P&ID Training Manual6 User Management In this section we will cover: How to add a new user. 30 How to delete an existing user. 31 How to change a users password or group. 31 Setting a users access rights. 31 To manage users of a project, the project must be selected in the Recent Projects list. Only System Administrators can manage users.6.1 Add a user group 1. In the menu bar, click Project. 2. Click Project/User Information. 3. Click Manage Users. 4. In the Groups section, click Add New Group. 5. Specify the Group Name. 6. Specify the Group Description. 7. Click OK.6.2 Delete a user group 1. In the menu bar, click Project. 2. Click Project/User Information. 3. Click Manage Users. 4. In the Groups section, select the Group. 5. In the Groups section, click Delete Selected Group. 6. Click OK.6.3 Rename a user group 1. In the menu bar, click Project. 2. Click Project/User Information. 3. Click Manage Users. 4. In the Groups section, select the Group. 5. In the Groups section, click Rename Selected Group. 6. Perform the desired changes. 7. Click OK.6.4 Add a user 1. In the menu bar, click Project. 2. Click Project/User Information. 3. Click Manage Users. 4. In the Users section, click Add New User. 5. Under Username, specify the desired Username. 6. Under Password, specify the desired Password. 7. Select the group the user will belong to. 8. Click OK. © 2011 DesSoft
  • 29. User Management 316.5 Delete a user 1. In the menu bar, click Project. 2. Click Project/User Information. 3. Click Manage Users. 4. In the Users section, select the user. 5. In the Users section, click Delete Selected User. 6. Click Yes.6.6 Modify a user 1. In the menu bar, click Project. 2. Click Project/User Information. 3. Click Manage Users. 4. In the Users section, select the user. 5. In the Users section, click Change Selected Users Password and/or Group. 6. Perform the required changes. 7. Click OK.6.7 Defining access rights Access rights can be set per module, per user. There are 5 check boxes. Below explains their checked state. New - The user can create new items in the module. Edit - The user can edit/modify items in the module. Rename - The user can rename items in the module. Delete - The user can delete/remove items in the module. Available - The user will not be able to access the module at all. The button will even disappear from the interface. 1. In the menu bar, click Project. 2. Click Project/User Information. 3. Click Manage Users. 4. In the Users section, select the user. 5. In the Groups section, perform the desired changes. 6. Click Close.© 2011 DesSoft
  • 30. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part VII
  • 31. 34 P&ID Training Manual7 Creating Plant Components In this section we will cover: How to use the pick list editor. 36 How to create instruments. 37 How to create equipment. 38 How to create pipes. 38 We will be building this P&ID © 2011 DesSoft
  • 32. Creating Plant Components 35© 2011 DesSoft
  • 33. 36 P&ID Training Manual7.1 Updating the pick list Use the picklist to create sub-groups in the Quick Filter. The picklist can create sub-groups for the following Groups. Group List Type Table Electrical components ETYPE EINDEX Flanges FTYPE FLANGE Instruments ITYPE IINDEX Nozzles NTYPE NOZZLE Pipes PTYPE PIPE Equipment QTYPE EQUIPMENT Reducers RTYPE REDUCER Valves VTYPE VALVE 1. In the menu bar, click View. 2. In the Open Editor ribbon bar, click Picklist. 3. Under List Type, select ITYPE. 4. Under List Item, enter TX. 5. Under Description, enter Transmitter. 6. Under Table(s), enter IINDEX. 7. Click Add. 8. Click OK. © 2011 DesSoft
  • 34. Creating Plant Components 377.2 Creating instruments 1. Select the Transmitter sub-group in the Quick Filter. 2. In the Component ribbon bar, select New Component. A sub-group m ust be selected for this ribbon bar to appear. 3. Under Tag Number, enter 30-TT-009. 4. Under Tag Rules, select Area-Func-Num. 5. Click OK. 6. Repeat step 2 to 5 and create the rest of the instruments on the P&ID under the following groups using the Area-Func-Num Tag Rule. You should have a total of 15 instruments.© 2011 DesSoft
  • 35. 38 P&ID Training Manual FUNCTION GROUP SUB-GROUP LE, TE Instruments Instrument Element FT, LT, TT Instruments Transmitter FIC, LIC Instruments Controllers LV, FV Instruments Instrument Valves MV Valves Manual Valves7.3 Creating equipment 1. Select the Motor sub-group in the Quick Filter. 2. In the Component ribbon bar, select New Component. 3. Under Tag Number, enter 30-M-003. 4. Under Tag Rules, select Area-Func-Num. 5. Click OK. 6. Select the Tank sub-group in the Quick Filter. 7. In the Component ribbon bar, select New Component. 8. Under Tag Number, enter 30-TNK-005. 9. Under Tag Rules, select Area-Func-Num. 10. Click OK. 11. Repeat step 7 to 10 and create the tanks on the P&ID using the Area-Func-Num Tag Rule. 12. Also use the steps above to create the pump under the Mechanical Pump sub-group.7.4 Creating pipes 1. Select the Major Process Pipes sub-group in the Quick Filter. 2. In the Component ribbon bar, select New Component. 3. Under Tag Number, enter 30-EFF-4"-001. © 2011 DesSoft
  • 36. Creating Plant Components 39 4. Click Show. 5. Click Add Rule Line until you have 4 rule lines. 6. Type the data below into the rule column as shown below. Area=GetS(1,TagNum,"-") Func=GetS(2,TagNum,"-") PipeSize=GetS(3,TagNum,"-") Num=GetS(4,TagNum,"-") 7. Under Rule Name, enter Pipe Training. 8. Click Save As. 9. Click OK. 10. Using the Pipe Training Tag Rule, create the rest of the pipes and categorize them as follows: 2" = Minor Process Pipes 4" = Major Process Pipes NOTE: For more information on Tag Rules, refer to the Tag Rules 58 topic.© 2011 DesSoft
  • 37. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part VIII
  • 38. 42 P&ID Training Manual8 P&IDs In this section we will cover: How to create a diagram. 42 How to populate a diagram. 43 How to use anchor points. 43 How to modify existing symbols. 44 How to create symbols. 458.1 Creating a P&ID 1. In the menu bar, click Home. 2. In the Modules ribbon bar, click Diagrams. 3. In the Diagram ribbon bar, click New. 4. Under Tag Number, enter 30-PID-01. 5. Click OK. 6. Create 2 more diagrams: 30-PID-02 and 30-PID-03. © 2011 DesSoft
  • 39. P&IDs 438.2 Populating a P&ID 1. In the Symbol Library, select Tanks. 2. In the Symbols list, right click and drag Pressure Vessel 1 onto the diagram twice. 3. Repeat step 1 to 2 and add the following symbols to the diagram. Symbol Library Symbol Quantity Instrument Symbols Front of Panel Mounted Instrument 6 Instrument Symbols PiD - Field Instrument 4 Instrument Symbols DCS Function (Accessible to Operator) 2 Tanks Flash Tank 2 2 Transmitters Level Level Gauge 1 Pumps Variable Speed Pump 1 Border Components Document Entry 2 Border Components Document Exit 2 Valves Control Valve A 1 Valves Control Valve A.1 1 Valves Manual Control 2 4. Arrange the components to look similar to the P&ID. 5. Connect all the components together as in the P&ID. 6. When done, click the P&ID Tools ribbon bar. 7. In the Diagram ribbon bar, click Save.8.3 Anchor points Adding anchor points 1. Select the symbol on the diagram. 2. In the Anchor Points ribbon bar, click the Anchor point you wish to add. Moving anchor points 1. Select the Anchor Point, by dragging a box around it. 2. Use the arrow keys to move the Anchor Point to the desired location. Holding down control© 2011 DesSoft
  • 40. 44 P&ID Training Manual while moving the anchor point, allows you to place it more accurately. Deleting anchor points 1. Select the Anchor Point, by dragging a box around it. 2. On the keyboard, press Delete.8.4 Modifying existing symbols You may have realized while populating the diagram, that we dont have the correct symbol for 30- FV-002. However, we do have a symbol that looks similar (Control Valve A.1). Lets modify this symbol to our requirements. Control Valve A.1 1. In the Symbol Library, select Valves. 2. In the Symbol list, right click and drag Control Valve A.1 onto the diagram. 3. Select the symbol on the diagram. 4. In the the Arrange ribbon bar, click Ungroup. 5. Select "TAGNUM". 6. In the menu bar, click Format Text. 7. In the Font ribbon bar, select the Arial font and size 6. 8. Change the rest of the symbol to our requirements. 9. Select all the pieces of the symbol by dragging a box around them. 10. In the Arrange ribbon bar, select Group. 11. In the Symbol Library, click New. 12. Name the new library Training. 13. Click OK. 14. In the menu bar, click P&ID Tools. 15. In the Symbol ribbon bar, click Add to Library. 16. Name the new symbol Control Valve. 17. Click OK. 18. In the Symbols list, right click and drag Control Valve onto the diagram to use it for 30-FV-002 . Clicking Add to Library, will add the symbol to the library currently selected. 19. Modify the symbol used for 30-TT-009, to contain the FUNC and NUM text. 20. Add it to the Training library. 21. Name the symbol Local Instrument. 22. Replace all the local instruments symbols with the new Local Instrument symbol. © 2011 DesSoft
  • 41. P&IDs 458.5 Creating symbols Create the Pre-Heater symbol below with its anchor points. 1. In the menu bar, click Draw. 2. In the Draw Shapes ribbon bar, click Draw. 3. Use the drawing tools to draw the symbol. 4. Select "TAGNUM". 5. In the menu bar, click Draw. 6. In the Arrange ribbon bar, select Group. 7. Select all the pieces of the symbol by dragging a box around them. (including TAGNUM) 8. In the Arrange ribbon bar, select Group. 9. In the Anchor Points ribbon bar, click the top and bottom anchor points. 10. In the Symbol Library, select Training. 11. In the menu bar, click P&ID Tools. 12. In the Symbol ribbon bar, click Add to library. 13. Name the symbol Pre-Heater. Clicking Add to Library, will add the symbol to the library currently selected. By making the textbox a group and then grouping it together with the rest of the symbol, enables you to move the textbox later on without ungrouping. 14. Create a tie-in symbol. Pay attention to which anchor point is used. 15. Add it to the Training library. 16. Name the symbol Tie-in. 17. Refer to the P&ID and used the Tie-in symbol where applicable. 18. Once all the lines are connected to it, select the symbol on the diagram. 19. In the menu bar, click P&ID Tools. 20. In the Database Link ribbon bar, click Create Tie-In.© 2011 DesSoft
  • 42. 46 P&ID Training Manual8.6 Creating a Tie-In 1. Select the Tie-In symbol on the diagram. 2. In the menu bar, click P&ID Tools. 3. In the Database Link ribbon bar, click Create Tie-In. This procedure allows the software to create an ID for the Tie-In symbol which will prove useful when doing reports such as a pipe-run.8.7 Associating components with symbols 1. Right click and drag 30-TT-009 from the Tag List onto the relevant symbol to associate it with that symbol. (refer to P&ID) 2. Associate the rest of the instruments, equipment, pipes and documents.8.8 Dissociating components from symbols 1. Select the symbol on the diagram. 2. In the menu bar, click P&ID Tools. 3. In the Database Link ribbon bar, click Unlink Component. 4. Click Yes. © 2011 DesSoft
  • 43. P&IDs 478.9 Defining process line types 1. Select the line on the diagram. 2. In the menu bar, click Format Line. 3. In the Change line to... ribbon bar, click Process Major or Process Minor.8.10 Automatic pipe tags 1. In the menu bar, click Tools. 2. In the Tools and Options ribbon bar, click P&ID Options. 3. Select Pipe Options from the list. 4. Check all the available options. 5. In the Pipe Number Shape section, select Square. 6. Under Tag Number Rule, enter Pipe.Area+"-"+Pipe.Func+"-"+Pipe.PipeSize+"-"+Pipe. Num 7. Define the colors you want your major and minor process lines to appear in on the P&ID. 8. Click OK. 9. In the menu bar, click P&ID Tools. 10. In the Database Link ribbon bar, click Update Pipe Tags.8.11 Component annotations Specifying fields for component annotations 1. In the menu bar, click Tools. 2. In the Tools and Options ribbon bar, click P&ID Options. 3. Select Tag Number Annotations from the list.© 2011 DesSoft
  • 44. 48 P&ID Training Manual Here you can specify colum n nam es that w ill be included in com ponent annotations on a P&ID. Annotating components 1. In the Diagram List, double click on 30-PID-01. 2. On the diagram, select 30-TNK-007. 3. In the menu bar, click P&ID Tools. 4. In the Database Link ribbon bar, click Annotate Component.8.12 Associating symbols with symbols You can associate symbols on a P&ID with each other in order to move them together. 1. Select the equipment on the P&ID. 2. Press and hold Ctrl and select the instruments you wish to associate with the equipment. 3. In the menu bar, click P&ID Tools. 4. In the Components ribbon bar, click Associate. You can only associate instruments with equipment.8.13 Dissociating symbols from symbols 1. Select the symbol on the diagram. 2. In the menu bar, click P&ID Tools. 3. In the Components ribbon bar, click Dissociate. 4. Click Yes. © 2011 DesSoft
  • 45. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part IX
  • 46. 50 P&ID Training Manual9 Hands-On One For this hands on session, we will be using all the skills learnt so far to create the following P&ID. The term "Components" means Instruments, equipment, pipes and diagrams. 1. Create a new project: Training2. 2. Create all the components under the relevant groups in the Tag List. You are free to create as many sub-groups as you like. 3. Create and modify symbols as necessary and add them to the Training Library. 4. Associate all the components to the relevant symbols. 5. Define the Automatic Pipe Tags Rule. 6. Major Process Pipes are red. 7. Minor Process Pipes are green. © 2011 DesSoft
  • 47. Hands-On One 51© 2011 DesSoft
  • 48. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part X
  • 49. 54 P&ID Training Manual10 Document Tokens What are document tokens? A token is the text on a drawing that is being used to link information from the database. A token can be identified as text starting with the “&” character.10.1 Understanding document tokens Typical token structure is &1B2,Panel.TagNum or &2A3,Term.TNum. As terminal, Panel, Tstrip, etc numbers are commonly used per template, shortcuts can be created to reduce the amount of “clutter” on the template. These shortcuts must be created and viewed in P&ID from the menu “ViewDocument Tokens”. For the above example Panel.TagNum can be replaced by Panel and Term.TNum by TN. E.g: &1B2,Panel or &2A3,TN. To achieve this, the document tokens are created as follows: Panel = Panel.TagNum TN = Term.TNum And for the same matter one could create TC = Core.Core (Connected Terminal’s Core Color) A token consist of the identifier, an address section and the database reference name, e.g. &2A3, Term.TNum where: 1. Identifier = & 2. Address = 2A3 The address (2A3) is the seek field been used to get the correct record from the database where: Ord address = the digits before the character, in this case “2” represents an Ord number of the Tstrip in Field bus templates or the Ord of the Instrument in a Loop drawing. Thus in a typical field bus junction box, there can be three or more Tstrips and the Ord field in the Tstrip table will uniquely identify the Tstrip’s data to be displayed on the drawing. TsCon address = the Tstrip connection position within a connection row. A connection row are the connections for example from the instrument’s positive terminal to the junction box terminal, via multi-core cable to the PCS/PLC/DCS cabinet’s terminal to the card’s terminal and then one would have another row for the negative terminal, etc. The TsCon will start at A and increments to D in the above scenario. (See below) Trow address = the digits after the character, in this case “3” that presents the terminal row number within the tstrip or for that matter in a loop diagram the Instrument’s tstrip’s trow number. The Trow address is only required when detail connections needed to be displayed. 3. Database reference = Term.TNum (Remember that the database reference can be replaced by a shortcut token) (The database reference needs to have the table name plus a dot plus the column name in that table. When a shortcut token is used, there is additional functionality available namely the IIF function and also the Get type functions like GetS, GetN, etc.) © 2011 DesSoft
  • 50. Document Tokens 55 Tips (suggestions) for future planning when using templates on a P&ID project: To allow existing templates to work and possible future templates to be created as different loop configurations occur during the project process: 1. Make sure that all instruments are in Tstrip connection position (TsCon) “A” 2. All junction box TsCon in “J”, which allows other JB’s or LCP to be created between the Instrument and the JB. 3. All Card TsCon in “Y”, which allows other cabinets, Marshalling strips to be somewhere between “J” and “Y”, etc.© 2011 DesSoft
  • 51. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part XI
  • 52. 58 P&ID Training Manual11 Tag Rules Tag Rules are used to build tag numbers in a certain format as well as populating additional fields in the table of the component, the rule is applied on. In the following example is an Analog Input Transmitter Tag Rule that populates the Area, Func, Num and the I_O fields in the database for the instrument tag number. For more functions that are available, see the Internal Functions 58 topic.11.1 Internal functions Internal functions used with Tag Rules 1. GetS function (Get Substring) The GetS function will get a substring from the string passed as a parameter. Definition: GetS(nPos, String, Delimiter) where nPos (number) is the position of the substring inside the string. String (text) is the passed string to the function Delimiter (text) is used to determine the count for nPos. By default the delimiter is a "," and when it is something else one has to specify it. E.g. To get the function (second) part out of a tag number (string) that consists of area-func-num ("-" is the delimiter) the function will be: GetS(2,"22-M-01","-") = "M" If the string must be a specific field in the database then the field name has to be passed like: © 2011 DesSoft
  • 53. Tag Rules 59 GetS(2,TagNum,"-") = "M" A literal string value must be passed with inverted commas ("). When a reference to a text field is passed as the string value, then the field name without the inverted commas is typed. A number is also passed without the inverted commas. A number reference is treated the same as above. 2. GetL function (Get the Left part of a string) The GetL function will get the specified amount of characters from the left of the string. Definition: GetL(nPos, String) where nPos (number) is the amount of characters from the left in the string. String (text) is the passed string to the function. E.g. GetL(2,"ABCD-123-EFG") = "AB" 3. GetR function (Get the Right part of a string) The GetR function will get the specified amount of characters from the right of the string. Definition: GetR(nPos, String) where nPos (number) is the amount of characters from the right in the string. String (text) is the passed string to the function. E.g. GetR(2,"ABCD-123-EFG") = "FG" 4. GetN function (Get the Number part of a string) The GetN function will get the first numbers found from the string. Definition: GetN(String) where String (text) is the passed string to the function. E.g. GetN("ABCD123-EFG") = "123" 5. GetC function (Get the Character part of a string) The GetC function will get the first characters found from the string. Definition: GetC(String) where String (text) is the passed string to the function. E.g. GetC(GetS(1,"123ABCD-EFG",”-“)) = "ABCD" 6. GetP function (Get the Position character in a string) (only 2 parameters) The GetP function will get the character from the string at the specified position. Definition: GetP(nPos, String) where nPos (number) is the position of the character counted from the beginning of the string. String (text) is the passed string to the function. E.g. GetP(2,"ABCD123-EFG") = "B" 7. GetP function (Get the Part of a string) (3 parameters) The GetP function will get part of the string from the specified position for an amount of characters. Definition: GetP(nPos, String, nAmount) where nPos (number) is the position of the character counted from the beginning of the string. String (text) is the passed string to the function nAmount (number) is the amount of characters to return from the defined position in the string. E.g. GetP(3,"ABCD123-EFG",4) = "CD12"© 2011 DesSoft
  • 54. 60 P&ID Training Manual 8. GetX function (Get the NeXt value from the last character in a string) The GetX function will get the next incremented value for the last character in a string. It can be a numeric value or a string value. Definition: GetX(String) where String (text) is the passed string to the function E.g.1. GetX("ABCD123-EFG") = "ABCD123-EFH" E.g.2. GetX("ABCD123") = "ABCD124" 9. GetX function (Get the NeXt incremented count value from the last character in a string) The GetX function will get the next incremented count value for the last character in a string. It can be a numeric value or a string value. Definition: GetX(String, nCount) where String (text) is the passed string to the function nCount (number) is the amount that the last character in the string needs to be incremented. E.g.1. GetX("ABCD123-EFG",3) = "ABCD123-EFJ" E.g.2. GetX("ABCD123",3) = "ABCD126" 10. The above functions can be called as a combination like: E.g. TagNum = "22-M-001AB" GetR(2,GetS(3,TagNum,"-")) = "AB" The function will always first evaluate the function within the brackets and work its way to the outside. Thus the above example will first return the GetS(3,TagNum) that equals "001AB" then run the GetR(2 part of the function which results in "AB". © 2011 DesSoft
  • 55. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part XII
  • 56. 62 P&ID Training Manual12 Tables In this section we will cover: How to modify table structures. 62 How to export table information. 62 How to import table information. 6312.1 Modifying table structures Change the field size of the I_O in the Term table. 1. In the menu bar, click Home. 2. In the Modules ribbon bar, click Tables. 3. In the Table List, click on Term. 4. In the Table Option ribbon bar, click Modify. 5. In the list, select I_O. 6. Change the Field Size to 8. 7. Click Update. 8. Click Ok. You can also add / delete columns here. Always refresh your table for changes to take effect.12.2 Exporting tables 1. In the menu bar, click Home. 2. In the Modules ribbon bar, click Tables. 3. In the Table Option ribbon bar, click Show Hidden Tables. © 2011 DesSoft
  • 57. Tables 63 4. In the Table List, select Valve. 5. In the Table Data ribbon bar, click Export. 6. Select the file type you wish to export the table data to. 7. Browse to the location where you wish to create the file by clicking the ellipse button. 8. Specify the filename. 9. Click OK.12.3 Importing tables 1. In the menu bar, click Home. 2. In the Modules ribbon bar, click Tables. 3. In the Table Option ribbon bar, click Show Hidden Tables. 4. In the Table List, click on CableStandards. 5. In the Table Data ribbon bar, click Import. 6. Browse to the file you wish to import. 7. Click Open. 8. Check the field(s) that exist in the file as well as in the table that can be used as the link key between the file rows and the table records. 9. Click OK.© 2011 DesSoft
  • 58. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part XIII
  • 59. 66 P&ID Training Manual13 Queries In this section we will cover: How to create queries. 6613.1 Creating queries Write a query to count the valves in the project 1. In the menu bar, click Home. 2. In the Modules ribbon bar, click Queries. 3. In the Query Options ribbon bar, click New Query. 4. In the Script Area, type the following query: SELECT Count(Valve.TagNum) AS ValveCount FROM Valve 5. In the Query Options ribbon bar, click Execute. Change the query to include the P&ID Numbers the valves belong to 6. Change your query to the following: SELECT Document.TagNum AS P&ID, Count(Valve.TagNum) AS ValveCount FROM (Valve INNER JOIN DocumentCon ON Valve.ValveID = DocumentCon.ConID) INNER JOIN Document ON DocumentCon.DocumentID = Document.DocumentID GROUP BY Document.TagNum In the query above, we added another column in the SELECT statement (Document.TagNum). Since we are using 2 different tables (Document and Valve), we have to find a column in each of them that we can use to set the tables equal to each other — These columns are the ID-columns — ValveID, ConID and DocumentID. In order to get to the Document.TagNum, we have to JOIN the Valve Table and the DocumentCon Table together on the ValveID and ConID columns to get the DocumentID. Once we know what the DocumentID is, we can JOIN the DocumentCon Table and the Document Table together on the DocumentID column to finally get Document.TagNum. Lastly, we group the result of the query by Document.TagNum in order to see how many valves there are per P&ID. Change the query to include the Manufacturer, Model, VType, PipeSize and the P&ID Description 7. Change your query to the following: SELECT Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.Description AS P&ID Description, Document.TagNum AS P&ID, Count(Valve.TagNum) AS ValveCount FROM (Valve INNER JOIN DocumentCon ON Valve.ValveID = DocumentCon.ConID) INNER JOIN Document ON DocumentCon.DocumentID = Document.DocumentID GROUP BY Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.TagNum, Document.Description In the query above, we only added a few more columns in the SELECT statement. Since these are located in the Valve and Document table, there is no need to add any JOIN statements. At the end of the query, we used the group by statement again. The order you put the fields in, in the GROUP BY © 2011 DesSoft
  • 60. Queries 67 statement, will be determined by how you would like the information to be presented on your report. Change the query to filter for a certain manufacturer SELECT Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.Description AS P&ID Description, Document.TagNum AS P&ID, Count(Valve.TagNum) AS ValveCount FROM (Valve INNER JOIN DocumentCon ON Valve.ValveID = DocumentCon.ConID) INNER JOIN Document ON DocumentCon.DocumentID = Document.DocumentID WHERE Valve.Manufacturer = "Parker" GROUP BY Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.TagNum, Document.Description In the query above, we only added a WHERE clause that filters all the valves and only returns the valves that contain "Parker" in the Valve.Manufacturer column. 8. In the Query Options ribbon bar, click Save. 9. Name the query ValveCount. STATEMENT EXPLANATION SELECT Selects data from the database JOIN Joins tables together WHERE Filters the selected data for a specified value GROUP BY Groups common values for the fields specified, in the order they are specified© 2011 DesSoft
  • 61. 68 P&ID Training Manual © 2011 DesSoft
  • 62. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part XIV
  • 63. 70 P&ID Training Manual14 Reports In this section we will cover: How to view reports. 70 How to create your own reports. 7014.1 Viewing reports Select and view the Instrument index and Cable Schedule. 1. In the menu bar, click on Home. 2. In the Modules ribbon bar, click on Reports. 3. In the Reports List, expand Instrument Index. 4. Double Click on Instrument Index to view it, close when done. 5. In the Reports List, expand Document Register. 6. Double Click on Document Register to view it, close when done.14.2 Creating reports We are going to create a report for the query we created in the Queries section. 1. In the menu bar, click Home. 2. In the Modules ribbon bar, click Queries. 3. In the Queries List, expand Select. 4. Open the ValveCount query. 5. Copy the query text from the Script Area. 6. Close the Query Viewer. 7. In the Modules ribbon bar, click Reports. 8. In the Report File ribbon bar, click New. 9. Paste the query in the box that appears. 10. Click Next. 11. Move Manufacturer, Model, VType and PipeSize into the Groups section. © 2011 DesSoft
  • 64. Reports 71 12. Move P&ID, P&ID Description and ValveCount into the Detail section. 13. Click Next. 14. Under Layout, Select Outline. 15. Click Next. 16. For training, select the first style for your report. Otherwise, select any style you wish to use. 17. Click Next. 18. Name the report Valve Count - Parker. 19. Select Modify the reports design. 20. Click Finish. 21. Change the design of the report to look like the one below.© 2011 DesSoft
  • 65. P&ID Training ManualDesSoft - Engineering Design Documentation Software Part XV
  • 66. 74 P&ID Training Manual15 P&ID Options & Tools In this section we will cover: DesSoft P&IDs options dialog. 74 The Data Tools dialog. 75 The Task list. 7515.1 P&ID options 1. Displays general project information. You can also change the location of the Libraries and System Project here by clicking on the linked path. 2. Change document output behaviour as well as the document lists colors. 3. Enable/disable tracking of changes and specify what type of changes must be tracked. 4. Specify which database fields need to be included in annotations on P&IDs. 5. Specify the Tag Rule that will be used for pipes as well as the colors they are displayed in on P&IDs. 6. Change the location where document repository is kept and general settings for repository related items. 7. Define proxy settings. 8. Other departments in your company can receive e-mail notifications of changes made to the database using your e-mail account settings entered here. <UNDER CONSTRUCTION> © 2011 DesSoft
  • 67. P&ID Options & Tools 7515.2 Tools Data Tools Data tools is used to keep your project clean & proper. Synchronizes associated components information to ensure information is correct. Keeping a database healthy has NEVER been this easy, nor this fast! 1. Deletes pipes that are not associated to a diagram. 2. Deletes nozzles that are not associated to anything. 3. Synchronizes the sizes specified for the nozzles, with the sizes specified for pipes. 4. Synchronizes the sizes specified for the reducers, with the sizes specified for pipes. 5. Synchronizes the sizes specified as the instruments valves pipe size, with the sizes specified for pipes. 6. Synchronizes the sizes specified as the hand valves pipe size, with the sizes specified for pipes. Task List Make note of what needs to be done (before you forget). Keep track of what has been done. Prioritize tasks. 1. In the ribbon bar, click View. 2. In the View ribbon bar, click Task List.© 2011 DesSoft
  • 68. Index 77Index -O- Opening Projects 27-A- About Dialog 22 -P- Activate a Local License 18 P&ID Dashboard 24 Activating Licenses from Web License Server 14 P&ID Diagrams 42 P&ID Options 74-C- Project Building Options Projects 26 26 Component Tag List 34 Concurrent User Management Concurrent User Management (CUM) 15 14 -R- Connecting to the License Server 20 Returning a Local License 19 Contact Support 22 Creating a P&ID Diagram 42 Creating Projects 26 -S- Setup 9-D- Deleting a Project 27 -T- Table Structures 62-F- Firewall and Proxies 16 -U- Updating the Pick List 36-H- Help And Licensing 18-I- Introducation 8 Introduction 9-L- License Management 14-M- Managing Users for a Project 30© 2011 DesSoft
  • 69. Back Cover