Bentley Substation Administrator V8i TRN016050 1 0001_GE_Energy_05 Jun 2012

8/20/2019 Bentley Substation Administrator V8i TRN016050 1 0001_GE_Energy_05 Jun 2012

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Bentley Substation Administrator

V8i

Bentley Institute Course Guide

TRN016050-1/0001


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

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.


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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....................................................................................9INTRODUCTORY 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.....................................................................................24USER SETTINGS ..........................................................................................25

REVIEW......................................................................................................26

QUESTIONS..........................................................................................26

ANSWERS.............................................................................................26

Title Blocks and Page Formats 27




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

TITLE BLOCKS ............................................................................................. 28

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

PAGE COUNTS ...............................................................................29

ADDRESS FILE.......................................................................................31

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

REVIEW......................................................................................................34

QUESTIONS..........................................................................................34

ANSWERS.............................................................................................34

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

REVIEW......................................................................................................41

QUESTIONS..........................................................................................41

ANSWERS.............................................................................................41

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 ................................................ 47REVIEW......................................................................................................48

QUESTIONS..........................................................................................48

ANSWERS.............................................................................................48

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

REVIEW......................................................................................................56

QUESTIONS..........................................................................................56

ANSWERS.............................................................................................56

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

REVIEW......................................................................................................62

QUESTIONS..........................................................................................62

ANSWERS.............................................................................................62

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

REVIEW......................................................................................................71

QUESTIONS..........................................................................................71

ANSWERS.............................................................................................71

Revision Control 73



MODULE OBJECTIVES .................................................................................73OVERVIEW ................................................................................................. 74

REVISIONS CONTROL..................................................................................74

BASE REVISION ....................................................................................75

PAGE REVISIONS ..................................................................................76

PROJECT REVISIONS .............................................................................78

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

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

REVIEW......................................................................................................80

QUESTIONS..........................................................................................80

ANSWERS.............................................................................................80

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

REVIEW......................................................................................................93

QUESTIONS..........................................................................................93

ANSWERS.............................................................................................93

ProjectWise and Substation 95




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

ENABLING THE PROJECTWISE INTEGRATION ..............................................96

CONNECTING TO A DATASOURCE ........................................................96

CONFIGURING A DATASOURCE ............................................................97STORING 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 Numbers will 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 beadjusted 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 pagescale.

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 theseed 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 toselect 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 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:

Manage Workflow, 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:

…\\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 sixdifferent 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 todisplay 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 the Manage 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 aseries 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 the Manage workflow and select the DrawingManagement 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

PointRegion 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 command Multi‐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 phrases Motion Controller item number 30,click OK to add the assign the phrase.

Note: The Motion 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 phrase Master 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 the Manage 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 30 Motion 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 the Manage 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




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:

Manage Workflow > 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 soonas 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.




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:

Manage Workflow > 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 canmake 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 beenimported 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


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 partnumber. 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. Thismakes 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



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. The Modify 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

62 Command Protection


Review


Questions

1. True/False‐Comma

Bentley Substation Administrator V8i TRN016050 1 0001_GE_Energy_05 Jun 2012

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Transcript of Bentley Substation Administrator V8i TRN016050 1 0001_GE_Energy_05 Jun 2012