Bentley substation administrator v8i trn016050 1-0001 ge-energy_05-jun-2012

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TRN016050-1/0001

Bentley Substation Administrator V8i

Bentley Institute Course Guide

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Trademark Notice

Bentley and the "B" Bentley logo are either registered or unregistered trademarks or service marks of Bentley Systems, Incorporated. All other marks are the property of their respective owners.

AccuDraw, MDL, MicroStation, and SmartLine are registered trademarks; PopSet and Raster Manager are trademarks.

AutoCAD is a registered trademark of Autodesk, Inc.

Copyright Notice

Copyright ©2010, Bentley Systems, Incorporated. All Rights Reserved.

Bentley Substation Administrator 2 Sep-10Copyright © 2010 Bentley Systems, Incorporated

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Table of Contents 3

Copyright © September-2010 Bentley Systems Incorporated

Table of Contents

Course Overview 9

DESCRIPTION ...............................................................................................9

TARGET AUDIENCE.......................................................................................9

PREREQUISITES ............................................................................................9

OBJECTIVES..................................................................................................9

MODULES INCLUDED....................................................................................9

INTRODUCTORY KNOWLEDGE....................................................................10 QUESTIONS..........................................................................................10 ANSWERS.............................................................................................10

Drawing Standards 11

MODULE DESCRIPTION...............................................................................11

MODULE PREREQUISITES ...........................................................................11

MODULE OBJECTIVES .................................................................................11

OVERVIEW .................................................................................................12

DRAWING STANDARDS...............................................................................12 DRAWING NAMING CONVENTION .......................................................13 ELECTRICAL STANDARD........................................................................13 DEFAULT UNITS OF MEASURE ..............................................................13 DEVICE APPENDING SETTING ...............................................................13 PRIMARY MODE...................................................................................14

DEFAULT PROJECT PROPERTIES ..................................................................14 PAGE LAYOUT OPTIONS .......................................................................14

PAGE MACRO ................................................................................14 TITLE BLOCK...................................................................................15 PAGE FORMAT OPTIONS................................................................15

PART OPTIONS.....................................................................................15 DEFAULT PARTS DATABASE............................................................15 EQUIPMENT NUMBER EXCHANGE PREFERENCES ................................................................................16 BOM ENTRIES ................................................................................16

PROJECT AND PAGE DESCRIPTIONS......................................................16

DISPLAY FORMATS .....................................................................................17

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Table of Contents

4 Table of Contents


BALLOON, GRIND & SNAP, REGION SETTINGS, AND TEXT SETTINGS...........................................................................................18

BALLOON .............................................................................................18 DEFAULT GRID & SNAP SETTINGS.........................................................18 REGION SETTINGS................................................................................19 TEXT SETTINGS.....................................................................................19

USER OPTIONS ...........................................................................................19

SAVING OPTIONS .......................................................................................20

REVIEW......................................................................................................21 QUESTIONS..........................................................................................21 ANSWERS.............................................................................................21

3D Layout Settings 23




PROJECT SETTINGS.....................................................................................24

USER SETTINGS ..........................................................................................25


Title Blocks and Page Formats 27




OVERVIEW .................................................................................................28

TITLE BLOCKS .............................................................................................28 TITLE BLOCK VARIABLES.......................................................................28

PAGE COUNTS ...............................................................................29 ADDRESS FILE.......................................................................................31

PAGE FORMATS..........................................................................................31


Language Phrases 35




OVERVIEW .................................................................................................36

USING LANGUAGE TEXT .............................................................................36

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Table of Contents

Sep‐10 5 Table of Contents

Copyright © 2010 Bentley Systems Incorporated

LANGUAGE TEXT IN SYMBOLS ..............................................................37

MODIFYING THE LANGUAGE TEXT PHRASES...............................................38 LANGUAGE DATABASE MANAGER........................................................38


Accessory Kits Manager 43




OVERVIEW .................................................................................................44

ACCESSORY KITS MANAGER .......................................................................45 SEARCH KITS ........................................................................................46 PART NUMBERS ...................................................................................46 KIT PARTS ASSIGNED............................................................................46 IMPORT, BACKUP AND UPDATE TOOLS ................................................47


Construction Drawings Manager 49




OVERVIEW .................................................................................................50

CONSTRUCTION DRAWINGS MANAGER .....................................................51 PART NUMBERS ...................................................................................52 PART NUMBER DETAILS .......................................................................52 CONSTRUCTION DRAWING LOCATOR...................................................52

ADDITIONAL TOOLS....................................................................................54 COPY CONSTRUCTION DRAWINGS TO PROJECT....................................54 PLACE LABELS ......................................................................................55


Command Protection 57




OVERVIEW .................................................................................................58

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Table of Contents

6 Table of Contents


COMMAND PROTECTION ...........................................................................58 MANAGE USERS...................................................................................58 MANAGE ROLES...................................................................................61


Network Setup 63




OVERVIEW .................................................................................................64

NETWORK SETUP .......................................................................................64 PROJECT DATABASE .............................................................................64

DB TOOLS ......................................................................................65 CATALOGS AND DATABASES ................................................................66 SHARED FILES.......................................................................................69

SYSTEM PATHS ..............................................................................69

SETUP CONFIGURATION.............................................................................70


Revision Control 73




OVERVIEW .................................................................................................74

REVISIONS CONTROL..................................................................................74 BASE REVISION ....................................................................................75 PAGE REVISIONS ..................................................................................76 PROJECT REVISIONS .............................................................................78

CHANGE REPORTS......................................................................................78

REVISION MANAGEMENT...........................................................................79


Plot and Project Publisher 81




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Table of Contents

Sep‐10 7 Table of Contents

Copyright © 2010 Bentley Systems Incorporated

OVERVIEW .................................................................................................82

PLOTTING...................................................................................................82 PRINT ORGANIZER ...............................................................................82

PROJECT PUBLISHER...................................................................................85 FILE MANAGER ....................................................................................85 MANAGE EXTERNAL FILE LINKS ............................................................86 FORMAT ..............................................................................................87

GENERAL .......................................................................................87 MODE............................................................................................88 LAYERS ..........................................................................................88 ATTRIBUTES...................................................................................89 BUILD ORDER TAB..........................................................................90

OUTPUTS .............................................................................................91 PRINTERS.......................................................................................91 FILES..............................................................................................91

CREATE PACKAGE.................................................................................92


ProjectWise and Substation 95




OVERVIEW .................................................................................................96

ENABLING THE PROJECTWISE INTEGRATION ..............................................96 CONNECTING TO A DATASOURCE ........................................................96 CONFIGURING A DATASOURCE ............................................................97

STORING PROJECTS IN PROJECTWISE .........................................................98 RESTORING A PROJECT BACKUP.........................................................100 UPDATE SERVER COPY .......................................................................100 UPDATE PAGES WITH PENDING CHANGES .........................................100 ARCHIVE PROJECTS ............................................................................100 GENERATE REPORTS TO PROJECTWISE...............................................101 REVISION CONTROL ...........................................................................101

COMPONENT INDEX.................................................................................101

REFERENCE DRAWINGS............................................................................103

REVIEW....................................................................................................104 QUESTIONS........................................................................................104 ANSWERS...........................................................................................104

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Table of Contents

8 Table of Contents


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Course Overview 9


Course Overview

Description

This course will introduce the administrative functions of Bentley Substation and how they can be used to effective manage the software.

Target Audience

This course is recommended for the following audience

• CAD administrators • Bentley Substation administrators

Prerequisites

• Knowledge of the Microsoft Windows® environment • A basic understanding of Bentley Substation

Objectives

• How to create title blocks and page formats • What files can be stored at a network location • How can Bentley Substation integrate with ProjectWise

Modules Included

• Drawing Standards • 3D Layout Setting • Title blocks and Page Formats • Language Phrases • Accessory Kit Manager • Construction Drawing manager • Command protection • Network Setup • Revision Control

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Introductory Knowledge

10 Course Overview


• Plot and Project Publisher • Substation and ProjectWise

Introductory Knowledge

Before you begin this course, let’s define what you already know

Questions

1. What is the difference between a title block and a page format?

2. What is ProjectWise?

Answers

1. A page format sets the limits of the drawing page and any line or Zone numbers. The title block is used to display any variables that should be displayed with the drawing page.

2. ProjectWise is an engineering project team collaboration system which is used to help teams improve quality, reduce rework, and meet project deadlines.

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Drawing Standards

Module Description

This module will cover how to define drawing standards and how those standards can be distributed to the user base.

Module Prerequisites

• Complete Bentley Substation Fundamentals V8i course.

Module Objectives

After completing this module you will be able to:

• Define drawing standards

• Define standards

• Save and distribute standards

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Overview

12 Drawing Standards


Overview

The Bentley Substation Options dialog allows the user to adjust several different settings within the software. After all the options have been adjusted, the profiles can be saved. This allows multiple options profiles to be defined and then recalled as need.

Drawing Standards

Within the Bentley Substation Options dialog there is a page named Drawing Standards. This page allows several drawing standards to be defined.

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Drawing Standards



Drawing Naming Convention

The name of the drawing file can be defined by the user. Drawing file names can be created using several different descriptions variables.

è Exercise: Modifying Drawing File Name

1. Open page 1 of ADMIN project.

2. Change focus to the Project Manager and select Options from the Tools menu.

3. In the Options dialog select Drawing Standards.

4. On the drawing standards page, click Edit in the Drawing Naming .

5. On the dialog that opens, add the Installation and Location variables to the expression.

6. Change the order of the terms so that the expression matches the following:

[Drawing Set]‐[Installation][Location][Page Number]

Note: The file name cannot contain the following reserved characters \ / : * ? < > |

7. Click OK to close the Drawing Name Convention dialog and click OK to close the Options dialog.

Electrical Standard

Allows the user to select what electrical standard should be used within a project. It is recommended that the electrical standard remain constant in a project. It is however, possible to change the electrical standard between different projects.

Default Units of Measure

Allows the user to select what units of measurement should be used within a project. It is recommended that the drawing units remain constant in a project. It is however, possible to change the drawing units between different projects.

Note: This setting will affect the Default units when creating a new report, the graphical plan and when entering symbol creation.

Device Appending Setting

Allows the user to control if appending, as described in a previous course, should be allowed for device families. The user can determine if Appending should be disabled completely or if appending can be performed only on Parent symbols or only on Child symbols.

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Default Project Properties



Primary Mode

Allows the user to set what the primary mode will be when creating drawing pages. In addition, any Device ID assigned to a symbol in the primary drawing mode will be used in all other drawing modes when alternate representations of the symbol are placed.


The Default Project Properties tab of the options dialog is broken into three tabs.

Page Layout Options

Page Macro

Allows the user to define a default macro to be placed when a new drawing page is created, this default can be overridden on the new page dialog. The macro will be placed at the bottom left corner, the 0,0,0 point, of the drawing page. Any macro from a loaded symbol catalogs can be used as a page macro. If the macro contains symbols with Device IDs, the Device IDs will be regenerated using the currently defined format. The user will be able to step through the symbols in the macro like the normal macro placement procedure.

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Title Block

The Default title block can be selected form the symbol catalogs and defined in this field. The default scale of the drawing page can also be defined.

Page Format Options

The default page format can be defined by selecting the item from the drop down list. Page formats are stored in the Substation data folder by default. Along with defining the page format, the user can also define how many digits should be displayed on the drawing page for the page format. The user can also determine whether the page name should be included in the format. The Option Continuous Line Numberswill set the page format numbering to increment across multiple pages. If the option is not set, the line numbers will restart on every page.

Part Options

Default Parts Database

Allows a parts database, other than what is in the setup dialog, to be selected and used for the project. The parts database will be need to be mapped in the setup dialog before it will appear in the drop down list. The Edit Filter button can be used to create a custom filter on

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the database. The filter will be applied to all the part number searches used within the project.

Equipment Number Exchange Preferences

The preferences will set a default replacement priority for the equipment numbers. The default priority can be overwritten if needed when the equipment number exchange is run.

BOM Entries

At the bottom of the dialog, there is a toggle to delete records from the BOM when the last symbol is deleted. If this toggle is unchecked, when the last version of a symbol is deleted from the project, the part number assigned to the device will remain. In the BOM explorer, the device will be listed as an unplaced device.

Project and Page Descriptions

The number of page or project descriptions can be set by the user. There is no maximum or minimum limit to the number of descriptions. When creating a title block, the project and page descriptions in the currently active project will be available for use.

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Display Formats



è Exercise: Modifying Drawing File Name


2. Change focus to the Project Manager. In the Project Manager, select Options from the Tools menu.

3. Select the Default Project Properties page, and select the Descriptions tab.

4. Click the green plus for the Page Descriptions to create a new description.

5. In the dialog the enter Page Scale and click OK.

6. Click OK to close the Bentley Substation Options dialog and save the change.

Display Formats

As discussed in a previous course the display format page of the Bentley Substation Options dialog allows for the customization to the Device ID display format. This page of the Options dialog also allows the user to adjust the options such as if the Device IDs should be case sensitive. If the Device IDs are not case sensitive, then the user must specify if the ID should be converted to uppercase or lowercase letters.

Above the uniqueness toggle, another toggle will set if the device ID of a symbol should be adjusted to reflect its new location when a symbol is moved.

Nested Device ID applies to symbols that have been placed inside of a symbol on the Fly. The user can decide if the software should display the full combination of the symbol on the fly tag plus the tag of the symbol being placed. Alternatively, if only the partial tag is needed, only the device ID of the nested symbol is displayed.

è Exercise: Displaying a Nested Device ID



3. Select the Display Format page and check the box to Enable Device ID Nesting, then select the Complete Tag option.

4. Click OK and return to the drawing page.

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Balloon, Grind & Snap, Region Settings, and Text Settings



5. Select the option Symbol on the Fly (E+6+1) and define the two corners of the symbol on the fly.

6. In the Device Properties dialog, define the Device ID as D104.

7. Open the Insert Symbol By Name (E+3) dialog and located the symbol CB1.

8. Place the symbol inside the symbol on the fly previously placed, accepting the default Device ID.

The Device ID of the circuit breaker contains the device ID of the symbol on the fly. The display toggle setting in the Bentley Substation Options dialog allows the user to adjust whether both parts of the device ID should be displayed or if only one Device ID is displayed.

Balloon, Grind & Snap, Region Settings, and Text Settings

Balloon

In the Bentley Substation Options dialog there is a page named Balloon. This page allows the user to set if balloon numbers will be unique across a project, an Installation, a Location, a combination of Installation and Location, or if no limitation should be placed on the balloon numbers. The table in the middle of the page allows the user to define the size of the balloon and the size and style of the text. There are three toggles on the page: one will clear all balloon numbers assigned to part numbers, one will display a separate balloon if there is a quantified part number, and one will scale the size of the balloons by the page scale.

Default Grid & Snap Settings

In the Bentley Substation Options dialog there is a page named Default Grid & Snap Settings. This page allows the user to set the default values for the grid size for a given drawing mode. The check box Enable Grid/Snap Lock will determine if the grid lock should be enabled by default for a given drawing mode. Under the Seed File column the seed file used when a new page is created can be selected. The drop down list is populated with the seed files stored in the following folder: \Substation Data\Templates\Page.

Note:When in the symbol creation wizard the grid spacing will match the default value that is defined for the Schematic drawing mode.

Note: The seed file that will be used for the symbol creation wizard can be defined on the System Paths tab of the Bentley Substation Setup dialog.

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User Options



Region Settings

On the region settings page, on the Currency tab, the user can define the number of decimal places and the style that currency should have in the software. On the Date & Time tab, the format for the date and time can be selected.

Text Settings

On the Text Settings page of the Bentley Substation Options dialog the user can define the standard text settings for several different types of text. The Text settings defined on this page will override any text that was defined in the definition of a symbol, and will override any text already placed on the drawing pages in a project. For each type of text, the user can determine if the text style and the text height should be applied independently. In addition, the text can be set to automatically scale based on the page scale factor.

User Options

The User options of the Bentley Substation Options dialog, allows user specific options to be set.

Startup Interface – Sets weather the Project Manager or the Welcome dialog opens by default when Bentley Substation starts.

User Name – Allows for an alias to be entered, the default value matches the current windows login name.

Validation Prompts –

Multi Document Options: If enabled, the user will be prompted to save a drawing page when opening a different page.

Enable Command Log: If enabled, the user can define a path where a text file will be generated containing the sequence of commands used in the software.

Prompt for Maintaining Device ID: If checked, the software will prompt the user if device ID and wire numbers should be maintained when copying drawing elements between different drawing pages.

Run Engineering Design Considerations: If checked, the user will be able to select which of the Engineering Design Consideration checks should be run when a drawing page is closed.

Suppress Duplicate Terminal Number: If the terminal Numbers entered in the list are duplicated on a drawing page, the user will not receive a prompt.

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Saving Options



View Options – Allows for the display of tooltips to be disabled. The display setting toggles that are in the S group in the schematic design task are replicated on this page and their default state can be set. In the navigation portion, the user can set the zoom factor when the software navigates between linked symbols. The button at the bottom of the page will allow a user to reset all dialog boxes in the software to their default configuration.

Saving Options

The Bentley Substation Options dialog is divided into three portions: System options, Project options, and User options. Each of the three parts can be saved independently. Once the options are saved, they can be distributed to different workstations independently or placed on a network.

As will be discussed later in this course it is possible to set the default options, when creating a new project, to match one of the saved options profile.

è Exercise: Save an Options Profile



3. Select Save Disk in the Project Options header, on the left side of the dialog.

4. In the default folder, \Substation Data\config\options\, save the project options with the name: Sample_Project_Options.

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Review



Review

Now that you have completed this module, let’s measure what you have learned.

Questions

1. Where are the drawing units set for a given project?

2. True/False‐Only one project options profile can be saved.

Answers

1. The drawing units are set on the Drawing Standards page of the Bentley Substation Options dialog.

2. False. Multiple project options profile can be saved to account for different options that are required.

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Review



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3D Layout Settings

Module Description

This module will cover how to use the 3D Layout Settings dialog in Bentley Substation


• A basic understanding of Bentley Substation • A basic understanding of substations

Module Objectives


• Describe and revise the 3D Layout Project Settings • Describe and revise the 3D Layout User Settings

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Project Settings

24 3D Layout Settings


Project Settings

Tool Location:

ManageWorkflow, Admin Management Task, 3D Layout Settings tool

The 3D Layout Settings dialog contains two tabs: Project Settings and User Settings.

Project Settings* will be applied to the current project, for all users.

Field values can be changed using this dialog, as required. Click once inside any empty field, and enter an appropriate value. Click & drag to highlight and revise any existing value. Click “Apply” and then click “OK” to exit.

*Settings are stored in TDSProjectSettings.xml, in the project directory

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User Settings



User Settings

User Settings* will be applied to the current project, but changes only affect the current user.

Field values can be changed using this dialog, as required. Click once inside any empty field, and enter an appropriate value. Click & drag to highlight and revise any existing value. Click “Apply” and then click “OK” to exit.

*Settings are stored in TDSUserSettings.xml, in the following directory:

…\<user name>\Application Data\Substation V8i

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Review

26 3D Layout Settings


Review


Questions

1. What is the main purpose of the 3D Settings Layout dialog? 2. True/ False Changes to User settings will affect all users in the current project.

Answers

3. The main purpose of the 3D Settings Layout is to allow a user to easily modify project and user settings that are unique to Bentley Substation.

4. False. Changes to User settings will only affect the actual user that revises them.

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Title Blocks and Page Formats

Module Description

This module will cover how title blocks and page formats are created and stored within Bentley Substation.


• Completed the Bentley Substation Fundamentals V8i course.

• A basic understanding of the CAD drafting engine.

Module Objectives


• Create title blocks

• Create page formats

• Store page formats and title blocks

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Overview

28 Title Blocks and Page Formats


Overview

When a new drawing page is created, two items are automatically placed on the drawing page a title block and a page format. The title block contains the page and project descriptions variables that are visible on the drawing page. The page format sets the size and orientations of the drawing page and any line numbers and column letters that are needed.

Title Blocks

Title blocks are stored in catalogs just like Symbols and device families. Title blocks are created in the Title block Designer, located under the Manage workflow, then on the Drawing Management task.

When entering the title block designer, the page and project description variables that are defined in the project options for the currently open project will be available to be placed.

Title Block Variables

Title block variables are text elements that are placed on the title block and will be used to display information on the title block. The variables are broken into six different categories based upon where the variables are gathered from the project.

The System level variables allow for the address file to be placed on the title block and for the user to include a date and time print stamp by using the Today and Now variables.

The Project level variables allow for the project descriptions to be included on the title block. The project descriptions defined in the project active before the title block designer was opened will be available in the title block designer. This group also contains variables to display the project level revision information on the title block. The variables Projecet.TotalPages and Project.LastPageNo can be used to display the desired page number format on the title block.

The Drawing Set, Installation and Location groups each contain five description variables for each level of the project. The groups also contain variables to display the total number of pages in the group to be used as a page count on the title block.

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Title Blocks



The Page variables allow for the page level descriptions to be displayed on the title block. The page descriptions defined in the project active before the title block designer was opened will be available in the title block designer. The group also contains the page level revision variables. Variables are also available to display the page creation date, and the page name.

Page counts

There are several different variables that can be used to create the page count. Variables allow the user display the total number of pages in a Project, Drawing Set, Installation, or Location. By using the desired variable there is great control and flexibility in how the page name information can be displayed on the title block.

è Exercise: Modify a Title Block

1. Open page 1 of the ADMIN project.

2. In the Task dialog switch to theManage workflow and select the Drawing Management task.

3. Select the option Title Block Designer (E).

4. In the existing title block field, enter the name: D‐SIZE MODERN ZONE.

5. In the Page format field, select from the drop down list D‐0COL. Leave the toggle set to ANSI‐IEEE.

Note: The Title Block designer is a pallet and can be set to lock open or auto hide based on the setting of the lock toggle in the lower left corner.

6. Click Next to continue and place the variables on the drawing page.

Note: You can place the variables and to draw any graphical lines that are required as part of the title block. For a complete description of every variable please refer to the Bentley Substation User Guide.

Note: The Graphical lines can be drawing using the standard CAD drafting commands.

7. Expand the Page header and locate the variable Page.Description_001 (Description). With the variable selected, press the Place button and align the text below the text PAGE DESCRIPTION.

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Title Blocks



8. Returning to the Title Block Designer press the Select Texts button and select the variable just placed on the drawing page.

9. Click Edit to open the Edit Text Format dialog. In the dialog change the values indicate below:

Font Name: Arial

Height: 0.2

10. Click OK and in the Title block Designer click Apply Text Style to Selected Texts.

Note: It is possible to modify the text styles first and then place the text with the desired text style.

11. Click Edit again and change the Text Align to Center Center.

12. Remaining under the Page header and locate the variable Page.Description_008 (Page Scale). With the variable selected, click Place and align the text below the text SCALE.

Note:When placing the variable a portion of the text will over right the variable current placed in the title block. With the Text alignment set to middle center the variable will be replaced in from the center out. Since the page scale will only be a few digits wide, the overlapping text will not be an issue.

13. Continue and save the Title block with the same name. Click YES when asked to overwrite the existing title block.

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Page Formats



Address File

When creating a title block, under the system variables are 20 address variables. The address file allows the user to define up to 20 lines of an address. The lines of the address file can then be included in title blocks or as part of report templates. Multiple address files can be defined in the Bentley Substation Options dialog and the user can select which file should be loaded in the active project.

Note: The address file can be used to store any information that is required. It is not limited to only display address information.

è Exercise: Changing an Address File



3. In the Options dialog select Address File.

4. From the drop‐down list, change the active address file to Bentley (US).

5. Click OK to save the changes and close the Options dialog.

Page Formats

Page formats determine the size and shape of the drawing page. Any row or column numbering will also be defined within the page format. Page formats in Bentley Substation are constructed in the Page Format Designer, which is accessed from the Manage workflow in the Drawing Management task. Page formats are made up of a series of boxes, each box represents either a specified row number or column letter. The boxes for row numbers and column letters must be perpendicular to each other and boxes of the same type cannot overlap. Page formats by default are stored in PageFormat Folder in the Bentley Substation data folder.

è Exercise: Create a Page Format


2. In the Task dialog switch to theManage workflow and select the Drawing Management task.

3. Select Page Format Designer (W).

Note: The Page Format Designer is a pallet and can be set to lock open or auto hide based on the setting of the lock toggle in the lower left corner.

4. Select New Page Format and click Next.

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Page Formats



5. Select the predefined page size as D (34.0 x 22.0 in.).

6. In the Select Title Block field enter the name D‐SIZE MODERN ZONE.

7. Click Text Settings and change the Height to 0.2 then click OK to save the change.

8. In the Region Size area enter the X value as 34 and the Y value as 3.

9. Check the Array Region box and click Draw Line Number Region. Define the placement of the region as the left edge of the page in line with the edge of the title block. Place the text in the center of the region in between the edge of the page and the title block.

10. Make the end point of the array as the bottom left corner of the page.

Note:When complete there should be 7 regions on the drawing page. If the array has placed too many regions, the extra regions and there text can be deleted. If too few regions are placed, additional regions can be placed in the same manner.

11. Click Next to continue to define the zone regions in the page format.

12. Click Text Settings and change the Height to 0.2 then click OK to save the change.

13. In the Region Size area enter the X value as 3 and the Y value as 22.

14. Check the Array Region box and click Draw Zone Region. Define the placement of the region as the top edge of the page in line with the edge of the title block. Place the text in the center of the region in between the edge of the page and the title block.

Region Insertion Point

Text Insertion Point

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Page Formats



15. Make the end point of the array as the top right corner of the page.

Note:When complete, there should be 11 (A‐K) regions on the drawing page. If the array has placed too many regions, extra regions can be deleted. If too few regions are placed, additional regions can be placed in the same manner as previously.

16. Click Validate.

17. Save the page format with the name and description below:

Format Name: D‐ZONE

Description: ANSI D‐SIZE ZONE, ALPHA ON TOP, NUMERIC ON SIDES

The page format created in the previous exercise has row numbers and column letters on one edge only. If required the numbers can be copied using the CAD commands and placed on the other edge of the region as well.

Text Insertion Point Region Insertion

Point

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Review



Review


Questions

1. True/ False‐Multiple address files can be created and stored in the options dialog

2. True/False‐Page formats can only contain row numbers.

Answers

1. True. As many address files as required can be created and saved in the Bentley Substation Options dialog.

2. False. Page formats can be created with row numbers, column letters or a combination of both.

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Language Phrases 35


Language Phrases

Module Description

This module will cover language text and the foreign language phrases in Bentley Substation.



Module Objectives


• Place language text in a project

• Change the display languages

• Define new phrases

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Overview

36 Language Phrases


Overview

Within Bentley Substation there is the ability to have predefined phrases placed in a project and display up to three different languages simultaneously on a drawing. This list of phrases can be expanded upon by the user to account for phrases that are needed in their industry. New languages can also be added if necessary.

Using Language Text

Language text in Bentley Substation is placed on a drawing page by using the Bentley Substation Multi‐line text command. Once placed, the selected phrases can be displayed as up to three different languages simultaneously.

è Exercise: Placing Language Text in a Project


2. From the Schematic Design task, select the commandMulti‐Line Text (A+1).

3. Following the prompts in the status bar, define two corners to place the text box in the right column of the drawing page.

4. In the Multiline Text dialog, click Search Language Phrases to view the list of phrases.

5. Locate and select from the list of phrasesMotion Controller item number 30, click OK to add the assign the phrase.

Note: TheMotion Controller is the language phrase variable. Additional text or characters can be used before or after a variable.

6. Click Search Language Phrases again, locate and select from the list of phrases ON item number 17, click OK to add the assign the phrase.

7. Click OK to finish place the text on the drawing page.

The default langue in the software is English. The toggle to change the current display language or to switch to different display languages is made in the Bentley Substation Options dialog.

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Using Language Text

Language Phrases 37


è Exercise: Changing Display Languages

1. Continue on page 1 of the ADMIN project.

2. Change focus to the Project manager and select Options from the Tools menu.

3. In the Options dialog select the Display Languages page.

4. Leave English Set as Language 1. Change Language 2 to French and Change Language 3 to Italian.

Note: The Russian and Chinese language phrases are not defined using the English standard Latin alphabet. If the correct alphabet is not loaded on a workstation, the languages will not display properly.

5. Click OK to save the changes and return to the drawing page.

The drawing page that the second language, French may have an asterisk in a word. This occurs when the current font does not support the needed accent mark.

Language Text in Symbols

When saving a symbol with the symbol creation wizard, the last step has a button labeled Search Language Phrases. Pressing this button will allow the user to include the language text phrases in the symbol description. The same button also appears in the create macro dialog so that the phrase can be included in a macro description as well. When creating a Device Family in the Family Description Editor dialog pressing the ellipsis will allow for the selection of langue phrases.

Language text can also be used when entering values into a symbol attributes.

è Exercise: Using Language Text in a Symbol


2. From the Schematic design task, select the command Insert Symbol By Name (E+3).

3. In the name field enter the name PBNO then click Place Symbol and place the symbol in the right column of the drawing page below the language text previously defined.

4. Click OK and in the Device Properties dialog to accept the default Device ID.

5. In the Symbol Text dialog, right‐click on the prompt Function Text. A Context menu opens with the option Language Text.

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Modifying the Language Text Phrases

38 Language Phrases


6. In Language Text dialog locate and select the phraseMaster Start item number 01.


It is possible to modify the translations of a given phrase or to create entirely new phrase and translate them into the required languages. If required, new languages can be entered in the available list of translations.

Language Database Manager

New languages and new phrase are created in the Language Database Manager. The language database manager is located in the Admin Management task under the Manager workflow.

The left half of the dialog contains all the current language phrases. At the top of the Phrases section, the user can select which language they would like to view. By making use of the Add and Delete button at the bottom of the phrases section, language phrases can be added or removed.

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Language Phrases 39


The Right half of the dialog displays the selected phrase in every language. The Add and Delete button at the bottom of the Languages portion of the dialog allow the user to create or remove languages form the list.

With a desired phrase selected in the phrases portions of the dialog, the translations can be changed in any of the listed languages in the languages portion of the dialog.

è Exercise: Adding a New Language


2. In the Task dialog, select theManage workflow. Then select the Admin Management task and choose the option Language Database Manager (W).

3. In the right half, Languages, portion of the dialog click Add.

4. In the field that displays, enter the name of the new language: Dutch.

5. Press the Enter key on the keyboard to add the language to the list.

When a new language is added to the list all the translations are blank and will need to be defined by the user.

è Exercise: Adding a New Translations

1. Continue in the Language Database Manager(W).

2. In the Phrases portion of the dialog, select English from the drop down list.

3. Locate phase 17 In the list of phrases.

4. Once the phase is selected in the Languages portion of the dialog locate the Dutch field and replace the current value with Aan.

5. Locate phase 30Motion controller in the list of phrases.

6. Once the phase is selected in the Languages portion of the dialog locate the Dutch field and replace the current value with Bewegingscontroller

7. Click OK to save the changes and close the dialog.

8. Change focus to the Project Manager and, select Options from the Tools menu.

9. In the Options dialog select the Display Languages page.

10. Change Language 3 to Dutch and click OK to return to the drawing page.

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40 Language Phrases


The new phrase appears with the language text placed down. However, on the push button only two languages are displayed. This is because only two phrases were translated in the previous exercise.

è Exercise: Adding a New Phrase


2. In the Task dialog, select theManage workflow. Then select the Admin Management task and choose the option Language Database Manager (Q).

3. In the left half, Phrases, portion of the dialog select English from the drop‐down list.

4. In the left half, phrases, portion of the dialog click Add.

Note: The value entered will be the phrase number. In the default list then phrases are numbered sequentially.

5. Enter a value of 51 and press Enter.

6. With the newly created phrase 51 selected in the Languages portion of the dialog enter the following phrases in the indicated fields:

English: Ground Fault

German: Erdschluss

Italian: Difetto al Suolo

Spanish: Fallo de Tierra

Portuguese: Falha a Terra

Dutch: Aardsluiting

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Review

Language Phrases 41


Review


Questions

1. True /False‐Only one language can be displayed on a drawing page at a time.

2. True / False‐New phrases and languages can be added to the list of language phrases.

Answers

1. False. Up to three languages can be displayed simultaneously.

2. True. Working in the Language Database Manger New phrases and new languages can be added if necessary.

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Review

42 Language Phrases


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Accessory Kits Manager

Module Description

This module describes the Accessory Kits Manager in Bentley Substation


• A basic understanding of Bentley Substation

• A basic understanding of substations

Module Objectives


• Give examples of Accessory Kits

• Describe the location of the Accessory Kits Manager

• Describe each section of the Accessory Kits Manager

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Overview

44 Accessory Kits Manager


Overview

Substation equipment often requires external hardware items for assembly, mounting or connecting. This includes items such as nuts, bolts, clamps, connectors, etc. Values for labor, construction equipment, volumes and units can also be included. Each individual item has its own unique part number and groups of part numbers are often referenced to as a single part number, or an “accessory kit”.

Instead of assigning individual components (nuts, bolts, and clamps) to every piece of equipment in the substation, you can assign an accessory kit that contains all of the components. These accessory kits are created and managed by the Bentley Substation Accessory Kits Manager.

Each component within an accessory kit will have its own entry in the parts database, and each entry must include values for the following fields:

• Part_Number • Quantity_Per_Unit • Use_Unit • Detailed_Description 1

Each Accessory Kit will also have its own entry in the parts database; links to the components within each kit are defined in a separate database table.

Each piece of equipment that requires an accessory kit can use the Additional_Part field in the parts database. This field will link the accessory kit to the equipment.

The Additional_Part field will support multiple accessory kits if required.

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The Accessory Kits Manger can be used to create, modify, or assign part numbers to accessory kits.

Tool Location:

ManageWorkflow > Component Management Task > Accessory Kits Manager Tool

The Accessory Kits Manager can be broken down into four major sections:

1. Search Kits

2. Part Numbers

3. Kit Parts Assigned

4. Import, Backup & Update Tools

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Search Kits

The Search Kits section, found on the top left, is used to create or find existing accessory kits. When creating an accessory kit, you must have a value for each of the five dropdown boxes. If you are trying to find an existing one, you can either select it from the Accessory Kit dropdown or you can use the other dropdowns first, which will act as filters and allow you to find the accessory kit easier.

Part Numbers

The Part Numbers section, found on the top right, is used to search the master parts database for items to include with an existing accessory kit. The dropdown boxes act as filters for the part numbers list. With the last dropdown box, you are able to change to the column you want to filter for. Then in the text box next to it, as soon as you type, a filter will get assigned to the part number list and the display will update.

Kit Parts Assigned

The Kit Parts Assigned section, found in the middle, reveals the part numbers that are already assigned to the selected accessory kit. For each part number, you can also specify a few things:

Quantity – The amount of part numbers.

Fixed/Variable – Fixed is used when there is a fixed quantity of the part number when associated with a fixed or variable device. Variable is used if the quantity is to be multiplied by a variable objects’ length, such as curbs for roads or wire for fences.

Grouped By – Indicates if the part number should be grouped with the main part in the BOM or grouped together with others from unrelated accessory kits.

Main Report – This allows you to filter the part numbers into different reports for the different aspects of construction.

Report Chapter – Each report is broken into chapters and this specifies which chapter the part number will be in.

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Import, Backup and Update Tools

This section, found at the bottom, provides single‐click tools for managing accessory kits:

• The Import Kits tool will import kit data from an existing XML file*.

• The Backup Kits tool will create a backup XML file*. If the XML file already exists, this tool will export kit data to the existing XML file*.

• The Update Current Project Kits tool will update accessory kits used in the current project, from the XML file*.

*Filename = SL_AccessoryKit.XML located in …\Substation Data\Config\Profiles\Substation

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Review



Review


Questions

1. What is an accessory kit?

2. True/False To create a new accessory kit you only have to specify a name and click the New Kit button.

3. True/False Clicking the Apply Kit Part button will update the accessory kit not only where the information is stored but also in existing accessory kits that are in the current project.

Answers

1. An accessory kit as a single part number that can be used to reference other part numbers that represent the external hardware for mounting or connecting. These include items such as nuts, bolts, clamps, connectors – etc.

2. False. In order to create a new accessory kit you must specify a value for the category, discipline, manufacturer, description, and name.

3. False. You will need to select the Update Current Project Kits button in order to update existing accessory kits that are in the current project.

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Construction Drawings Manager

Module Description

This module describes the Construction Drawings Manager in Bentley Substation.


• A basic understanding of Bentley Substation • A basic understanding of substations

Module Objectives


• Give examples of Construction Drawings • Describe the location of the Construction Drawings Manager • Describe each section of the Construction Drawings Manager • Use additional tools to create project‐specific construction drawings

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Overview

50 Construction Drawings Manager


Overview

Construction drawings are assembly drawings that contain information about parts, but have no intelligent objects placed. The parts shown can, for example, be a foundation, structure, or a circuit breaker. Some dimension elements, texts, etc. to clarify the assembly also usually appear on the drawings. Using the Construction Drawings Manager, a user can assign construction drawings to a part number. This will allow the user not only to import any construction drawings that are assigned to parts used in a project, but also modify some of a part number’s details.

Bentley Substation construction drawings are stored in a separate project named “Construction Drawings”, and represent typical detail drawings for items such as foundations, structures and assemblies. These files can be corporate standards, vendor drawings, or both.

Let’s take a few moments and review some of the drawings in the Construction Drawings project:

1. CONSTRUCTION DRAWINGS/Constr Drw 1/(2) PILES This is a detail fabrication drawing of a standard concrete foundation

2. CONSTRUCTION DRAWINGS/Constr Drw 1/SPS2 This is manufacturer’s data sheet drawing of a circuit breaker

3. CONSTRUCTION DRAWINGS/Constr Drw 1/3DBS This is a detail assembly drawing of a typical bus support structure

The drawings in the Construction Drawings project are typically “standard” designs that rarely change from project to project. Bentley Substation provides additional tools to easily copy and modify the standard designs into unique project‐specific detail drawings for construction.

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The Construction Drawings Manager can be used to assign construction drawings to part numbers.

Tool Location:

ManageWorkflow > Drawing Management Task >Manage Construction Drawings Tool

The Construction Drawings Manager can be broken down into three parts:

1. Part Numbers

2. Part Number Details

3. Construction Drawing Locator

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Part Numbers

In the Part Numbers section, located at the top of the dialog, you can search for a part number to make changes to or add construction drawings to. The Category, Discipline, Manufacturer, and Description 1 dropdown boxes all act as filters for the part number list on the top right. The last dropdown box also works as a filter. You can select any column from the parts database that you want to filter on and as soon as you type into the textbox next to it, the list will filter. To select a part number, just highlight it from the list and it will appear in the Part Number Details section.

Part Number Details

In the Part Number Details section, located at the bottom left of the dialog, you can make changes to some of the part number’s attributes and assign construction drawings to the part. The + button will open the Construction Drawing Locator dialog, which allows you to assign construction drawings. The – button will remove any selected drawings from the list. The construction drawing list shows the project, drawing set, and page name of the drawing and also lists if it’s a macro or drawing file. Using the Backup Drawings Data button will allow you to create an XML file* of all the part numbers that contain construction drawings, which can then be imported to any machine using the Import Drawings Data button. The Apply Text Changes button will save any changes to the part number and will update the parts database. To cancel and changes made for a part number, use the Cancel button.

*Filename = SL_ConstructionDrawings.XML

located in …\Substation Data\Config\Profiles\Substation

Construction Drawing Locator

In the Part Number Details section, click the + button to open the Construction Drawing Locator dialog. The locator allows you to select construction drawings within projects. Sometimes some construction drawings may be used in more than one project. If this is the case, it may be beneficial to create a standalone project that only contains construction drawings. The CONSTRUCTION DRAWINGS project found in the dataset is an example of this.

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For the Construction Drawing Locator dialog, the top left box contains all of the projects you have access too. If the project contains any type of page, expanding the project node will reveal all of the drawing sets in the project. If the drawing set contains any construction drawings, you will be able to expand it and select the name of the construction drawing.

Once selected, a preview of the drawing will appear in the window on the right. Clicking Add Drawing will add the construction drawing to the list on the bottom left. The Remove Drawings button will remove any selected construction drawing from the list. Clicking OK will add any selected construction drawings to the list in the Part Number Details section of the Construction Drawings Manager. The Cancel button will cancel any selections made and will return to the Construction Drawings Manager.

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Additional Tools



Additional Tools

Copy Construction Drawings To Project

The Copy Construction Drawings To Project tool is used to actually import or “copy” construction drawings into the current project. This tool will open the following dialog:

In this example, the top two construction drawings (for devices FN400.19 and BS400) appear in “GREEN” text, indicating that these drawings have already been imported into the current project. The construction drawing for device CB106.1 appears “RED”, which indicates several things:

1. A 3D symbol representing a circuit breaker has been placed in the project.

2. This symbol was assigned with Device ID “CB106.1”.

3. A part number “3DCB‐SIE‐SPS2” was assigned to this symbol.

4. A construction drawing named “SPS2” is assigned to this part number, but has not yet been imported or copied into the current project.

Clicking the “Import New” tool will copy the construction drawings from the construction drawing project into the current project.

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Additional Tools



Place Labels

The Place Labels tool is used to add construction labels and bill of materials to construction drawings in the current project. Clicking the Place Labels tool will open the Construction Labels dialog:

This dialog includes several options for labeling devices shown in construction drawings. Please refer to the application User Guide for a complete description of available options and settings.

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Review



Review


Questions

1. What is the main purpose of the Construction Drawings Manager?

2. True/ False You can only assign one construction drawing to a part number.

Answers

3. The main purpose of the Construction Drawings Manager is to allow a user to easily assign construction drawings to part numbers.

4. False. You are able to assign a number of construction drawings to a part number. For example you could assign an assembly drawing and more detailed drawings of its parts.

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Command Protection

Module Description

This module will cover the command protection function in Bentley Substation.



• A basic understanding of the Microsoft Windows Operating system.

Module Objectives


• Enable command protection in Bentley Substation

• Set levels for command protection

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Overview

58 Command Protection


Overview

It is possible to restrict access to commands within Bentley Substation. This is accomplished by using the command protection functionality built into the software. The command protection function allows different user roles to be defined. Then using the user’s Microsoft Windows login credentials different users will be allowed access to different roles.

Command Protection

The command protection function in Bentley Substation, allows administrators to restrict access to certain commands for a select user base. Different levels of command protection can be set based on the Windows user login credentials. This makes it possible for users to be placed in a Bentley Substation grouping to receive a given access level. The command protection controls are accessed from the Bentley Substation Options dialog, under the System options section.

The command protection controls are broken into two parts, Manage Users and Manage Roles. The Manage Users page allows for the creation of Bentley Substation users and the role to be defined. The manage roles page allows for the different access levels to be set.

Manage Users

At the top of the Manage Users page is the toggle that will enable command protection in the software.

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Command Protection



Additional users can be added to the list by selecting the Add button at the bottom of the dialog. Once the users are added, the user name and the role can be selected, a drop down list allows for the selection of a role that was defined on the manage role page.

In the User field, clicking the ellipsis will open the Computer List dialog.

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Command Protection



Selecting the desired user or group of users can be selected from the list. Alternatively, in the manage user page the user name or group can be manually typed.

Note: In if Active Directory has a large user base in it, this dialog may take a while to populate while Bentley Substation waits for a response. In this case, it is recommended to manually type in the user name in the format: Domain\User

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Command Protection



Manage Roles

The roles determine which commands a given user has access to.

Note: The administrator role has access to every function in the software. It is recommended that this role is not altered to prevent accidental lock out of functionality within the software.

Pressing the Add button will allow for new roles to be created. TheModify button will open the Edit Role dialog.

In the Edit Role dialog, the commands in the software are subdivided into groups. An entire group can be selected or unselected. By expanding a group, individual commands can be added or removed from the group.

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Review



Review


Questions

1. True/False‐Command protection in Bentley Substation requires new passwords be defined.

2. True/False‐New roles can be defined if required by the user.

Answers

1. False. Command protection in Bentley Substation uses Windows login credentials to determine the users access.

2. True. The existing roles can be modified or new roles can be created on the Mange roles tab in the Bentley Substation Options dialog.

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Network Setup 63


Network Setup

Module Description

This module will cover how Bentley Substation can be configured in a network environment.



• A basic understanding of the Microsoft Windows Operating system.

Module Objectives


• What files can be shared in a network environment

• How can multiple users access the same project

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Overview

64 Network Setup


Overview

It is possible for multiple users to be working in the same project at the same time. In order to have multiple users working in a project, the configurations files and the project database will need to be accessible to every user. Once the correct files are stored, then the setup configuration can be mapped to the correct files.

Network Setup

It is possible to share options profiles, symbol catalogs, parts databases, and projects across a network. The connections for any of these setting are established in the Bentley Substation Setup dialog.

Note: The Bentley Substation Setup dialog can only be accessed when all drawing pages are closed.

Project Database

The project database is the backbone behind Bentley Substation. Without it, the software will not function. The project database stores all the Bentley Substation related data for objects created within the software. If projects are to be shared between multiple users, the project database needs to be accessible to all of them.

The project database can be in a Microsoft SQL Server or in an Oracle Server depending on the end users infrastructure. By default a Microsoft SQL Express database can be installed when Bentley Substation is installed. The script files to create a project database or to upgrade and existing Bentley Substation project database are included with the Bentley Substation install. The script files are stored by default at: C:\Program Files\Bentley\Substation V8i\Substation\Promise. In the Bentley Substation Program Files folder are four script files, each file will create or update a database as indicated below:

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Network Setup

Network Setup 65


SQL_UpdateDB.sql: Update script for a Microsoft SQL Server Bentley Substation project database

ORA_UpdateDB.sql: Update script for a Oracle Server Bentley Substation project database

SqlServerProject.sql: Script to create a Microsoft SQL Server Bentley Substation project database

OracleProject.sql: Script to create an Oracle Server Bentley Substation project database

Once the database is created each workstations will need to connect to the database by defining the connection information on the Project Database tab of the Bentley Substation Setup dialog.

DB Tools

Included with Bentley Substation is an application named DB Tools. This application is used to update or create a Bentley Substation database.

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Network Setup

66 Network Setup


The DB Tools application is accessed from the Substation Setup dialog by selecting the Create New Database button at the bottom of the dialog. The Application consists of one dialog with two tabs. The first tab is used to create a new database in an existing database server.

The second tab is used to update an existing Bentley Substation database. When updated an existing Bentley Substation database the user can select any saved setup configuration to collect the desire connection information. Alternately, the connection information to the database server can be manually entered.

Catalogs and Databases

As discussed in previous courses catalog are loaded on the Catalog Paths tab of the Bentley Substation Setup dialog.

The symbol catalogs are added to the list by selecting the green plus sign. The blue ‘X’ will delete a catalog. The up and down arrows are used to adjust the position of the catalogs in the list. The order of the catalogs will set the search priority for the symbols in the catalogs and will be the default catalog for saving symbols and macros.

The Parts database connection is set on the System Paths tab of the Bentley Substation Setup dialog.

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Network Setup

Network Setup 67


The currently active parts database can be selected from the drop down list. The three buttons Edit, New, and Delete can be used to modify a connection.

Whether editing an existing parts database connection or creating a new connection the basic process and the dialogs are the same. First, define a database name and connection then map the desired columns.

Parts Database Name: This is the name that Bentley Substation will display to the users. Each database connection must have a unique name. The check mark will verify the validly of the database name.

Database: The database is by default a Microsoft Access file. Alternatively, a connection string can be defined to connect to a table in a Microsoft SQL server or an oracle Server.

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Network Setup

68 Network Setup


Table or SQL: The table within the selected database can be selected from the dropdown list or an SQL Query can be defined to collect the required information from the database.

Note: In the C:\Program Files\Bentley\Substation V8i\Substation\ Promise\Parts_Datafolder are four script files that can be used to populate a blank parts database table with the same default part records included in the Microsoft Access version of the parts database.

After the required information is recorded in the three areas, press the Next button to proceed to the Field mapping.

If the database or query that is being linked too contains the default Bentley Substation column names, the Default Mapping button will automatically map the columns. Otherwise, each column will need to be mapped manually.

Three of the user columns need to be included for Bentley Substation. The User1 column should be mapped as 3D_Layout_Symbol to Symbol Data category. The User2 column should be mapped as Discipline to Part Data category. The User3 column should be mapped as Label_Prefix to Symbol Data category.

Note: The default mapping will not map any of the User fields. They must be manually mapped if they needed.

Internal Name:Will indicate which default Bentley Substation parts database column should be used.

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Network Setup

Network Setup 69


Display Name: Will record the name of the column as it should be displayed to the user in the parts database manager.

Category: Within the parts database manager the columns are broken into categories, the desired category for a column can be selected from the drop down list.

Clicking Finish will save the database map.

Shared Files

To successfully use Bentley Substation over the network, there are numerous options profiles and template files that may be shared.

System Paths

The Symbol Creation Seed File determines what seed file to load when the create symbol command is invoked.

By default, the Select System Path Management Method is set to manage the entire data folder. This method will allow defining only the path to the Bentley Substation data folder. This allows the entire folder to be in one location. The default system, project, and user profiles can then be selected from a drop down list.

Note:When using the manage data folder path option all system, project, and user options profiles will need to be saved in the default path of Substation Data\Config\Options.

The other option for Select System Path Management Method is to manage individual paths. This method each individual folder in the Bentley Substation data folder can be stored in a different location.

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Setup Configuration

70 Network Setup


At the bottom of the System paths tab there is a check box. This check box will restrict project creation to the defined default project folder.

Setup Configuration

All the tabs in the Bentley Substation Setup dialog can be saved as a setup configuration. Once saved, the setup configuration can be selected from the drop down list at the top of the dialog.

è Exercise: Save a Setup Configuration

1. Close any open drawing page.

2. Change focus to the Project Manager and select Bentley Substation Setup from the Tools menu.

3. Click New at the top of the Bentley Substation Setup dialog.

4. In the Create Configuration dialog, enter the name for the setup configuration as: Sample and click OK.

If required, setup configurations can be deleted by using the Delete button.

è Exercise: Delete a Setup Configuration

1. Close any open drawing page.

2. Change focus to the Project Manager and select Bentley Substation Setup from the Tools menu.

3. In the drop‐down list select the setup configuration Sample.

4. Click Delete at the top of the Bentley Substation Setup dialog.

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Review

Network Setup 71


Review


Questions

1. True/False‐Command protection in Bentley Substation requires new passwords be defined.

2. True/False‐Setup configurations can be saved.

Answers

1. False. Command protection in Bentley Substation uses the users windows login credentials to determine the users access.

2. True. Setup configurations can be saved or deleted if required in the Bentley Substation Setup dialog.

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Review

72 Network Setup


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Revision Control 73


Revision Control

Module Description

This module will cover the revision control functions in Bentley Substation.



Module Objectives


• Enable revision control in Bentley Substation

• Display revision information

• Run reports on revisions

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Overview

74 Revision Control


Overview

When projects reach completion milestones creating a revision of the project can be made to preserve the status of the project. The revision controls built into Bentley Substation allow revisions to be recorded for an entire project or when changes are made on a single page. After the revisions have been created, reports can be run that will compare different revisions.

Revisions Control

When a project reaches milestones, marking revision points can be useful so that any changes made past the milestone can be recorded. The revision functions in Bentley Substation are accessed in the Bentley Substation Options dialog on the Revision Control page.

The Revision Control On check box toggle will enable revision control in the project. Once revision control is enabled and the user clicks OK, they will be prompted to define the base revision information.

The other toggle at the top of the dialog, Use Page Prefix for Off‐Page Revision Number, is enabled the revision number generated Off‐page will be prefixed by the originating page name.

Note: An off page revision is caused when an item on the drawing page is altered due to a change on a different drawing page.

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Revisions Control

Revision Control 75


Four user control options can be adjusted in the middle of the dialog.

Allow User to Increment Project Revision On Page Close:Will allow the user to define a complete project revision when closing a drawing page.

Log Off‐Page Changes to Title Blocks:Will determine if an off page change, should be recorded in the title block as a revision.

Cancel Making a Revision: Set if a user will be allowed to cancel creating a revision.

Revise Previous Revisions: Set if previously created revisions can be selected and revised again.

At the bottom of the dialog, the user will need to define the path that will be used to store the backups created by the revision control. The path can be on the local workstation or on a network drive.

Base Revision

After the Options dialog is closed and revision control is enabled, the user will be prompted to create the base revision.

The base revision number will be recorded as a suffix to the name of the project as the backup file that will be created to preserve the base revision.

A short and long description can be recorded and stored with the backup of the project.

The new revision number can be defined at the bottom of the dialog. This value will be used as the current active project revision.

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Revisions Control

76 Revision Control


è Exercise: Enable Revision Control

1. Open page 3 of the Dial Machine project.


3. In the Options dialog select Revision Control.

4. Select the toggle Revision Control On.

5. Click Browse next to the backup path field.

6. In the Browse for Folder dialog, with the Desktop selected, clickMake New Folder and create a new folder with the name, Admin Class Revision Backups. Ensure that the newly created folder is selected and click OK.

7. Click OK to close the Bentley Substation Options dialog.

8. In the Base revision dialog enter the short and long descriptions as defined below:

Short Description: Base Revision

Long Description: Drawings as sent for final approval by customer

9. Click OK to create the base revision.

Page Revisions

Once revision control is enabled and the base revision is created then new revisions can be created at a page or project level.

The Revision Control dialog will open when closing a drawing page if items have been changed on the page.

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Revisions Control

Revision Control 77


The options in the dialog will allow the user to decide what revisions, page or project, should be incremented after the change.

Note: Some options may be grayed out in the dialog depending on the setting in the revision control page of the Options dialog.

è Exercise: Create a page level Revision


2. Locate the motor start coils with the Device Tags of –M312 and ‐M314. Select the coils and the horizontal wires connected to the coils.

3. With the items selected, activate theMove (3+2) command from the Main toolbox. Move the items to use the two spare connections, connection points 06 and 07 on the PLC card.

4. Change focus to the Project Manager and select and close page 3 of the dial machine project.

5. When the Revision Control dialog opens, select Increment Page Revision and click OK.

6. In the Add page Revision dialog enter the following short and long description

Short Description:Moved Motor Starter Coils

Long Description:Moved Motor Starter coils for Station 1 and 2 to different PLC connection

7. Click OK to create the revision on the drawing page.

A second Add Page Revision dialog opens. The items moved were part of a Device Family and moving the motor starter coils changed the Device ID for the entire device family.

8. In the Add page Revision dialog enter the following short and long description

Short Description:Moved Motor Starter Coils on page 3

Long Description:Moved Motor Starter coils for Station 1 and 2 on page 3, which altered the Device ID on this page

9. Click OK to create the revision on the drawing page.

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Change Reports

78 Revision Control


Project Revisions

A project level revision can be created when a drawing page is closed, if the option to allow that behavior is enabled. Project wide revisions can also be created from the Project Manager.

è Exercise: Create a Project Revision

1. Change focus to the Project Manager and select Revision Control from the File menu. Then in the Submenu Select New Revision.

Note: When creating a project revision all drawing pages need to be closed.

2. In the Add Project Revision dialog enter the following descriptions:

Short Description: Customer Approved

Long Description: Changes made as indicated by customer markups

3. In the Revision Checked By field enter Initials and click OK.

Change Reports

After revisions have been created, reports can be generated using the Bentley Substation reporting functionality that shows items that have changed between the revisions. In addition to the change reports, reports can be generated to list all the revisions in the project.

è Exercise: Generate a Change Report


5. In the Task dialog switch to the Output workflow, select the Reports & Graphical Output and click Run Reports (W).

6. In the list of report templates expand the group Change Report (Device IDs) select the report template Change Report (Device ID) – Letter and click Preview.

7. A dialog will open asking for the revisions that should be compared. From the drop down list select 0 for the previous Revision, [Current Project] for the current revision and click OK.

The report lists four device IDs. The two that are marked removed are the original Device ID and the two that are marked as Add are the new Device IDs.

8. Close the report preview and return to the Run Reports dialog.

9. Select the report template Page Revision List‐Letter and generate a preview.

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Revision Management

Revision Control 79


Revision Management

If enabled in the Options dialog, previous revisions descriptions can be edited. The edit dialogs are accessed from the File menu in the Project Manager. Under the Revision control submenu are the options to Edit page and to Edit Project Revisions.

Also in the revision category under the File menu in the Project Manager is the Get Revision option. This option will allow a previously created project revision to be restored. Once restored, full access to that revision is available.

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Review

80 Revision Control


Review


Questions

1. What revision levels can be created in Bentley Substation?

2. True/False‐Previous revisions descriptions can be edited if required.

Answers

1. Revisions can be recorded for changes on a page level or across an entire project.

2. True. If the setting is enabled in the options dialog the descriptions can be edited.

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Plot and Project Publisher

Module Description

This module will cover the plotting interface, and how to use project publisher within Bentley Substation.



Module Objectives


• Print groups of drawing pages

• Define settings in the Project Publisher

• Generate formats using the project publisher.

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Overview

82 Plot and Project Publisher


Overview

When a project is completed, printed hard copies are often required. It is possible to create prints of an entire project or only a portion of the project. Alternatively, the project publisher can be used to generate output.

The project publisher gives the user several options to manipulate the final output of the package. Smart PDF that maintain navigation, changing the order of the drawing pages before publishing, adding other documents to the published package, and it provides a means to remap the levels used by Bentley Substation to custom levels when published are all possible with the project publisher.

Plotting

When a project is complete, creating a plot of the finished drawings to be distributed for approval or manufacturing may be required. Items such as paper size, pen tables and scaling may need to be adjusted. The setting can be saved so that the same settings can be used for each plot.

It is possible to setup a batch plot. When the multiple pages are selected, the order of the pages within the batch plot can be adjusted.

Print Organizer

The settings for plotting are established in the print organizer dialog.

The arrow keys in the toolbar at the top of the dialog can be used to adjust the order of the pages in the batch plot. When pages are selected, the context menu will show an option for properties. The properties dialog allows for the paper setting and layout information for the selected pages to be adjusted. More advanced setting, such as the color options, can also be changed.

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Plotting



Note: A fence is defined automatically to match the limits of the page format. In the properties dialog the fence size can be adjusted if required.

A Print Style can be defined by selecting the option from the Tools pull down menu. The print style contains the same settings that are in the properties dialog but the print style can be assigned to all pages in the plot group.

Note: The advance functionality of the Print Organizer is covered in the MicroStation help menu or in MicroStation related courses.

è Exercise: Adjusting Plot Settings

1. Open Page 1 of the Dial Machine project.

2. Switch focus to the Project Manager. Select all three pages of the Dial Machine project and then select Plot Page(s) from under the File menu.

Note: Plot command can also be accessed from the Bentley Substation Output workflow in the Task dialog. After the command is selected, a dialog will allow the user to select the desired pages from the current active project.

3. In the Print Organizer, select the Define Print Styles option from under the Tools menu.

4. Click New.

5. Right‐click on the print style and select Rename from the Context menu. Rename the print style to Sample.

6. On theMain tab in the Area portion, change the Print area to Fence.

7. In the Layout portion, change the Units to in.

8. In the Paper portions, change the Paper size to ANSI B and set the Orientation to Landscape.

9. Switch to the Advanced tab and in the Color Options section select Monochrome.

10. Click Save disk to save the print style and then close the dialog returning the Print Organizer.

11. Under the File pull down menu select Print.

12. In the Print dialog click the Printer Setup button, then browse for the pdf.pltcfg file.

Note: The file can be found by default at: C:\Documents and Settings\All Users\Application Data\Bentley\Substation V8i\WorkSpace\System\pltcfg

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Plotting



13. Set the Print Range to All and select a convenient location and name for the file in the Destination field.

14. Click OK to generate the PDF.

Printers can be defined in two different ways the default windows print driver can be selected or if a custom printer driver file was defined, the file can be selected. Regardless of the approach, the desired printer can be specified on the Printer tab of the Define Print Styles dialog. Alternatively, when the user selects the Print command the Printer Setup button will allow the printer to be selected.

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Project Publisher



Project Publisher

The project publisher tool can be used to output drawings in various formats. Files external to Bentley Substation can also be included in the published package.

Note: Bentley InterPlot is required in order to generate a PDF from the project publisher.

The Project Publisher is accessed through the Bentley Substation Outputworkflow then in the Plot & Publish task.

File Manager

The File Manager page in the Project Publisher is used to define what drawing should be published.

The horizontal arrows are used to include or remove drawing pages. Once pages are assigned to the published package the order within the package can be altered by using the two vertical arrows on the right edge of the dialog.

If the file Contents is included in the package, a table of contents will be generated and included.

The button at the bottom of the dialog named Open Project Document Folder will open a folder that was automatically created in the Bentley Substation project. Any file that is stored in this folder can be included in the publish package.

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Project Publisher



Note: If a file was placed in the project publish folder after the project publisher was open, click Refresh for the items to display in the list of available items.

Manage External File Links

Other documents can also be included in the published package by mapping a link to the file.

The allowed file types that can be mapped on theManage External File Links page are:

PDF documents Microsoft Word Documents Microsoft Excel Documents

Note:Microsoft Office 2007 must be installed on the system in order to include external documents.

The blue plus button is used to add a new external file link. While the blue ‘X’ can be used to remove a link.

The list of external files links can be saved with the Export button. Then if required, the Import button can be used to load a previously saved list of external file links.

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Project Publisher



Format

Most of the configuration of the Project Publisher is done on the Format page after all of the desired settings are defined, the configuration can be saved by selecting the Save or Save As buttons at the bottom of the page. Once a publisher format is saved, it can be loaded by selecting the format from the drop down list at the top of the dialog.

The format page of the Project Publisher is broken into several tabs.

General

The general tab allows the user to specify descriptions and data records.

Index Page Descriptions: Up to three lines can be used to create the description for the index page. The descriptions are selected from the drop down list and include Drawing Set, Installation, Location, or Page description as defined in the project.

Part document from: The user can select which column in the parts database should be used to collect the URL that will be used when creating the part document hyperlinks.

Hyperlinks: The user can specify which items should have hyperlinks created

Connections: Creates a hyperlink between linked wire links.

Families: Creates a hyperlink between symbols linked together with a Device Family

Data Record: Creates a document containing every part number used in the project. A hyperlink will be created between the part number used in the schematic and the document.

Part Document: Creates a hyperlink between the part number used and the URL field defined above.

Data Record Include: The select the fields to be included in document generated from data record hyperlink.

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Project Publisher



Mode

The mode tab allows the user to define a specific title block, printer file, or layer format for every drawing mode.

Export Title Block: The user can select a title block to be placed on the selected drawing mode. If the field is left blank, the title block that is defined in the project will be used.

Printer / pc3: The user can select a different system printer or plotter configuration file per drawing mode. If the field is left blank, the default printer configuration will be used.

Layer Format: The user can select a desired layer format for each drawing mode. The Layer formats are defined on the Layers tab of the Format page in the project publisher. If the field is left blank, the default Layer Format will be used.

Layers

The layer tab allows the user to set which levels should be visible or hidden in the published project. In addition, if required, all levels used in the project can be mapped to different levels in the output package.

Read Substation Layers From: Allows the user to browse and select the file that contains the layer names to map from, this could be a page in the project. By default, the template file used when a new page is created in Bentley Substation is \Substation Data\Templates\Page\ANSI‐IEEE_T.dgn

Note: In the same path, there is also an IEC template drawing.

Read Export Layers From: Allows the user to browse and select the file that contains the layer names to map to

Layer Format File: Once the layer format has been defined, it can be saved. The saved layer format file can then be selected and applied to a specific drawing mode on the mode tab.

The table in the middle of the dialog lists the Bentley Substation (from) layers and the export (to) layers. The layers in the first column will be mapped to the layer in the second column. The ON and OFF columns allow the user to turn on the display if a level in the published product. If neither box is check the current state of the Bentley Substation layer will be used.

After all the settings have been defined, they can be saved and then reloaded by using the Save Layer Settings button at the bottom of the dialog.

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Project Publisher



Attributes

On the Attributes tab, the user can define if attributes in the drawing should be replaced when the package is published. The value of the attribute will not change. Only the attribute tag will change.

Under the Type column, the user can select what type of Bentley Substation attribute should be changed. The available attribute types are:

Symbol Text: Allows the user to select any of the symbol text defined in the software to be replaced.

Symbol: Allows the connection point text, Device ID, and part number to be selected and modified.

Project (Title Block): Allows the user to select any of the project description variables.

Installation (Title Block): Allows the user to select any of the Installation description variables.

Location (Title Block): Allows the user to select any of the location description variables.

Page (Title Block): Allows the user to select any of the page description variables.

Title Block: Allows the user to select the remaining title block variables

Once the type of attribute is selected, the exact attribute can be indicated by clicking in the promis‐e Attribute column for that row.

In Exported Attribute column, the new value for the attribute name can be recorded. The value can be manually typed in the field or if the type is set to one of the title block variable types, the drop down list can be used to select a different title block variable.

If the check box in the Delete column is checked, the selected attribute will be removed from the published package.

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Project Publisher



Build Order Tab

Allows the user to set the order in which different types of pages will be included in the published package.

Note: The order defined on the Build Order tab will override any setting made in the File Manger tab.

The user can add or remove items from the build order with the horizontal arrows in the middle of the dialog. The Vertical arrows can be used to change the order of the files after they have been placed in the build order.

The Edit Standard Links button will open a dialog, that will allow the user to review or modify the externally file links. The links were established on theManage External File Links page.

If report configurations are defined, the desired configuration can be selected from the Select Report Configuration drop down list.

The two check boxes at the bottom of the dialog allow the user to adjust the formatting of the contents page. The default is to output a contents page listing the document types in the order that they were added to the report. Selecting the List Files check box will add and indented list of the files under each section. Selecting the Insert Page Report check box will include a list of the drawing pages in the project.

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Project Publisher



Outputs

The Outputs page allows the user to select the desired printer configuration and the path where any generated file should be saved.

Printers

Two different printer configurations can be selected. The Primary Printer will be used for any non‐Bentley Substation pages that are to be printed. Any Bentley Substation drawing pages will use the drawing printer.

The drop‐down list for the primary printer will allow the user to select the printer from the list of defined printers in the operating system. The drop‐down list for the drawing printer will have any defined printer configurations files in addition to the operating system’s default printers. If required the Configure button can be used to create a new plotter configuration.

Files

Click the ellipsis in the PDF File row to define the location that the PDF file should saved. Selecting Configure will allow the user to define information about the PDF file output. In the PDF Configure dialog, the Navigate Box check box will determine if a box should be drawn around the navigational hyperlinks in the project.

The user can determine if the PDF pages should be created the same size as the Bentley Substation drawing pages or a different page size can be selected and used for the output. The zoom field allows the initial zoom percentage on the published PDF to be set.

Click the ellipsis in the Drawing File row to define the location that the Drawing file should saved. Selecting Configure will allow the user to define the format that will be used when saving the drawing files. The allowed file formats are DGN, DXF, and DWG. If the desired output is DWG, the user can also select the version for the DWG ranging from AutoCAD 11 format up to AutoCAD 2009.

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Create Package

After all the setting have been defined or loaded from a saved configuration, the Create package page will allow the user to determine if the files should be printed, published to a PDF or saved as drawing files in the completed package. Any and all of the available options can be selected. If the option to send to printer is selected, there is a sub option to use the drawing specific printer that was defined on the output page. If the option to publish the package to a PDF is selected, there is a sub option determining if a single bound PDF should be created or an individual PDF for each page. If the option to publish the package to drawing files is selected, a series of drawing files will be created at the location and of the type defined on the outputs page.

In the Publishing Time Options, the check box Date Filter After will only publish pages that have a modification date after the value selected from the drop down list.

At the bottom of the Create Package page click Publish to publish the finished package using all the options defined.

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Review



Review


Questions

1. True/False‐Microsoft Windows Printers can be used when printing drawings.

2. What are the available publishing formats when using the project publisher?

Answers

1. True. Both Microsoft Windows defined printers and defined plotter configuration files can be selected and used when printing.

2. Project Publisher can create PDF, DGN, DXF, DWG files and can send them to the printer.

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Review



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ProjectWise and Substation

Module Description

This module will cover how Bentley Substation can be integrated with an existing ProjectWise server.


• Completed the Bentley Substation Fundamentals V8i course. • A basic understanding of ProjectWise.

Module Objectives


• Integrate with ProjectWise • Integrate Bentley Substation and ProjectWise changes

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Overview

96 ProjectWise and Substation


Overview

Bentley ProjectWise delivers integrated solutions for content management, content publishing, design review, and asset lifecycle management. By integrating Bentley Substation into an existing ProjectWise server the benefits of using ProjectWise can be extended to Bentley Substation.

This module will not cover how to create a ProjectWise sever. It will cover what will be required to integrate Bentley Substation to an existing ProjectWise server. It will also cover what functions are available once the ProjectWise integration is established.

Enabling the ProjectWise Integration

Enabling the ProjectWise integration is accomplished in the Bentley Substation setup dialog. Once in the setup dialog on the tab named ProjectWise, there is a check box Enable ProjectWise Integration. Once the box is checked then the button Install ProjectWise Explorer Customization will need to be selected. This will activate the required components in the software.

Note: ProjectWise Explorer must be installed on the workstation in order to enable the integration.

Connecting to a Datasource

The Datasource will need to be specified and configured when the ProjectWise integration is first enabled.

The desired datasource can be manually defined in the field or selected by using the ellipsis. Only datasources that are established in ProjectWise Explorer will available for selection. A user name and password will need to be defined in the provided spaces. Each user’s workstation should have a different username and password to connect to the datasource.

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Enabling the ProjectWise Integration



Two check boxes will enable theWindows Single Sign‐On Authentication, and Enable Auto‐login if desired. If the Auto‐login toggle is not checked the user will need to login to the defined ProjectWise Datasource when starting the software.

At the bottom of the tab, the Default Project Folder can be selected from the folders defined in the datasource. Selecting the Restrict Project Creation to Default Project Folder check box will prevent projects from being created in other locations.

If reference drawing will be used the check box to enable reference drawing files support will need to be selected.

Note: Version 08.11.07.133 or higher of ProjectWise explorer is required if reference drawings are to be used.

Configuring a Datasource

Selecting the Configure button to configure the selected Datasource the first time a connection is made.

Note: ProjectWise Administrator will need to be installed on the computer in order to configure the Datasource.

Note: An administrator password is required in order to configure the Datasource.

The configure toggles allow the user to select which items in ProjectWise datasource to configure. Each toggle can be individual selected and if preferred the options can be configured directly in the ProjectWise administrator. The available options are:

Create Electrical Project Type: Imports the Electrical project type into the datasource. This project type includes attributes that correspond to Bentley Substation project description variables.

Create Electrical Document Environment: Imports the Electrical document environment into the datasource. This environment includes attributes that correspond to drawing set, installation, location and page description variables.

Create ProjectWise Views: Creates views in ProjectWise for displaying Bentley Substation attributes in the ProjectWise Explorer main interface. This is an optional configuration, and attributes can always be viewed in ProjectWise Explorer in the project and document properties dialogs. In addition, users can create their own views in ProjectWise Explorer with any of these attributes.

Configure Component Indexing: This will configure component indexing in the datasource, if possible. The component indexing will display the Device Tags and

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Storing Projects in ProjectWise



part numbers assigned to a given drawing page in the ProjectWise explore. The following requirements will need to be met in order for component indexing to be enabled:

• The Bentley Substation project database and ProjectWise datasource database must be the same type of database.

• Both databases must be hosted by the same database server.

• The account that ProjectWise uses to log into its database must be granted read access to the Bentley Substation database tables.


Within the Project Manager, a new tab will be available on the far left of the dialog. This tab named ProjectWise, allows the user to create the project directly in the desired ProjectWise folder. The process of creating a project, and then pages within a project, is identical regardless if the project is stored in ProjectWise or in the Windows file system.

If a project was not originally created in ProjectWise, it can be moved to ProjectWise. In the Project Manager, the desired project can be located in the windows folder explorer. In the context menu of the desired project will be the optionMove Project To ProjectWise. When selected this command will store the project in the default ProjectWise folder defined in the setup dialog removing the project form the windows file system.

Conversely, once a project is stored in ProjectWise it can be moved back to the file system. This is accomplished by selecting the project listed in the ProjectWise tab opening the context menu and selectingMove Project To File System.

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è Exercise: Move a Project to ProjectWise

1. Open Bentley Substation.

2. In the Project Manager, locate in the project Sample‐Washer.

3. Right‐click on the project and in the context menu select the commandMove Project To ProjectWise.

4. Select the desired folder in the ProjectWise datasource and click OK.

Projects can be created directly through the ProjectWise Explorer if desired. Once the desired location in the datasource is selected, the command Create Electrical Project can be selected from the Folder pull down menu. The normal Bentley Substation project creation dialog will open allowing for the project name, descriptions and options can be set. The New page command can also be accessed directly from the ProjectWise Explorer. A project must be selected in the datasource, then under the Folder pull down menu, the command Create Electrical Page can be selected.

è Exercise: Create a Project in ProjectWise Explorer

1. Open the ProjectWise Explorer

2. In the datasource select the desired folder.

3. Under the Folder pull down menu, select Create Electrical Project.

4. Enter the Project Name as PW Sample.

5. Click Description and record the following description values:

Project Description: Project Created in ProjectWise

Job Number: 49330

6. Click OK to close the descriptions dialog and click OK to create the project.

7. Select the newly created project and then under the Folder pull down menu select the command Create Electrical Page.

8. In the New Page dialog Define the following information:

Drawing Set: DS

Installation: Inst

Location: Loc

Description: Page Created Through ProjectWise

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9. Click OK to create the drawing page.

10. Locate the newly created page and double‐click on the page to open it in Bentley Substation.

Restoring a Project Backup

The process of restoring a project backup is identical to the process used when not integrated with ProjectWise. The only difference being, when selecting the path the user can browse ProjectWise to select the project backup file and for the destination of the project once restored.

Update Server Copy

Updating the server copy of a drawing page will allow other user to view the current version of the drawing page without having to check the drawing page into ProjectWise. To update the server copy of a drawing page select the page in the Project manager and open the right‐click Context menu. In the context menu, select the option Update Server Copy.

Update Pages with Pending Changes

In Bentley Substation a pending change occurs whenever an item that has multiple parts on multiple drawing pages is changed. The pending changes will be executed the next time the drawing page is opened. There is however, a command to execute all pending changes. This command is accessed in the project manager by selecting the desired folder containing one or more projects, the folder can be in the file system or in ProjectWise. In the context menu for the folder, select the command Refresh Project Drawings.

Archive Projects

In the context menu for any projects is the option to Archive in ProjectWise. This command will create a backup of the project and store the project backup in ProjectWise.

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Component Index



With the desired project selected the user can defined the location in ProjectWise to store the backup. By default, the name of the archive will match the name of the original project however; the name can be changed if necessary.

Generate Reports to ProjectWise

Reports can be generated and saved directly into ProjectWise. Reports are generated in the same fashion as previously discussed. However, when selecting the path the report will be saved at it is possible to select a location in the ProjectWise datasource.

Revision Control

When setting the path for the project backups in the revision control options a location in the ProjectWise datasource can be selected. This will save the backup copies of the project directly into the ProjectWise datasource; the other aspects of the revision control will be identical to what was described in a previous module.

Component Index

The component indexing function will display in the ProjectWise Explorer the device ID and part numbers that are assigned on the selected drawing page. As stated earlier in the module for the component indexing to collect the information the Bentley Substation project database must be hosted on the same database server as

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Component Index



the ProjectWise database. In addition, one account needs to be able to access both databases.

Once the component indexing is established, in ProjectWise Explorer on any drawing page with devices the components tab will list the Device Tag and Part Number.

è Exercise: Component Indexing

1. Open the ProjectWise Explorer.

2. Locate the Sample‐Washer project in the Datasource.

3. Locate the drawing page named SCHEMATIC‐2.dgn. With the page selected, select the Components tab.

4. Expand the Electrical Device Tag group and locate the tag LT212.

5. Right‐click on the Device Tag and select properties.

6. Double‐click on the page LATOUT‐5.dgn

7. Return to Bentley Substation and notice that page 5 was automatically checked out and opened.

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Reference Drawings



Reference Drawings

To have reference drawings stored in ProjectWise the toggle Enable Reference drawings will need to be checked. Regardless if the reference drawing will be stored in ProjectWise or not the process of creating and using reference drawings is the same.

è Exercise: Add Reference Drawings to a Project

1. Continue on page 1 of the PW Sample project.

2. Under the file pull down menu select the command References.

3. In the References dialog under the Tools pull down menu and select the Attach command.

4. In the Attach Reference dialog and locate the file 22B‐Comms‐pd01.dgn included in the data set then click OK.

5. Change the Detail Scale to ½”=1’‐0” and then click OK.

6. Adjust the position of the reference image so that the two isometric views are aligned in the two columns of the drawing page.

7. Remaining in the references dialog activate the Place Fence (2+1) command and draw a fence containing the two isometric drawings.

8. In the References Dialog under the Tools pull down menu, select Clip Boundary.

9. In the tool setting dialog switch theMethod to Active Fence and define a data point in the drawing window to confirm the selection.

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Review



Review


Questions

1. What must be installed in order to configure Datasource for the promis•e and ProjectWise integration?

2. What version of ProjectWise explore is required in order for reference drawings to be supported?

Answers

1. The ProjectWise Administrator must be installed on the workstation in order to configure the ProjectWise Datasource. Once the Datasource is configured only the ProjectWise Explorer is required to use the ProjectWise integration in promis•e.

2. Version of 08.11.07.133 or higher of ProjectWise explorer is required for the use of reference drawings.

Bentley substation administrator v8i trn016050 1-0001 ge-energy_05-jun-2012

Engineering

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