P4D E+I Configuration Guide

7/26/2019 P4D E+I Configuration Guide

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Plant-4D E&I .NET

Configuration Guide


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OWNERSHIP

CEA Systems, Inc. (CEA) documentation is copyrighted material.

Reproduction of this material in any manner, in whole or in part, is

strictly forbidden by CEA. ALL rights reserved.Note:

CEA reserves the right to update, revise and make changes to this product at thediscretion of CEA without any obligation on the part of CEA. This informationherein is subject to change without notice.

DISCLAIMER

Although CEAs programs have been tested and appear to produce

satisfactory results, no warranty is expressed or implied, by the

authors or by CEA, as to the accuracy or functioning of the program,

and no responsibility is assumed in connection therewith. All

information presented is for review, interpretation, approval, and

application by authorized personnel.The use of the Plant-4D program is subject to its awarded Software

License, only!

TRADEMARKS

CEA

and Plant-4D

are a registered trademark of CEA Systems, Inc.AutoCAD

, Microstation

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ORACLE, Visual FoxPro

, are registered trademarks of their

respective owners.


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Contents

1 Project ...................................................................................................................................... 1

1.1 Open Project.......................................................................................................................... 2

1.2 New Project ........................................................................................................................... 4

1.3 Edit Project Dialog ................................................................................................................ 6

1.3.1 List of Global Dialog ...................................................................................................... 9

1.3.2 Project Tables ............................................................................................................... 11

1.3.3 Copy Modules from a Source Project ........................................................................... 16

1.4 Delete Project ...................................................................................................................... 19

2 Project Configuration ............................................................................................................ 20

2.1 Configure Data Entry and Electrics .................................................................................... 21

2.1.1 Configuration Dialog .................................................................................................... 23

2.2 Configure Datasheet............................................................................................................ 28

2.3 Configure Wiring ................................................................................................................ 34


2.3.2 Template Designer ........................................................................................................ 55

2.4 Configure Routing .............................................................................................................. 61

2.5 Configure Hookup .............................................................................................................. 65

2.5.1 Hookup Limitations ...................................................................................................... 69

2.6 Configure Maintenance ....................................................................................................... 70

2.7 Configure Revision ............................................................................................................. 73

3 Security .................................................................................................................................. 76

3.1 Users Management.............................................................................................................. 77

3.2 Users Activity ..................................................................................................................... 81


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4 Datasheets .............................................................................................................................. 82

4.1 Datasheets Main Dialog ...................................................................................................... 83

4.2 Datasheets Configuration Dialog ........................................................................................ 90

5 Reports ................................................................................................................................... 97

5.1 Reports ................................................................................................................................ 98

6 Drawings .............................................................................................................................. 105

6.1 DrawingsMain Dialog ................................................................................................... 106

6.2 DrawingsConfiguration Screen ..................................................................................... 110

6.2.1 Edit Lookup Table ...................................................................................................... 115

7 Utilities ................................................................................................................................ 118

7.1 View BuilderMain Dialog............................................................................................. 119

7.1.1 Table Designer ............................................................................................................ 126

7.1.2 Open Table Dialog ...................................................................................................... 129

7.1.3 Indexes Dialog ............................................................................................................ 131

7.1.4 Set Relation................................................................................................................. 135

7.1.5 Browse Table .............................................................................................................. 138

7.1.6 Tag Template .............................................................................................................. 140

7.1.7 Manage ADR Rules .................................................................................................... 142

7.2 Login ................................................................................................................................. 143

7.3 Change Password .............................................................................................................. 144

7.4 User Settings ..................................................................................................................... 145

7.5 Audit Trail ......................................................................................................................... 147


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Project

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P4D E&I .NET Configuration Guide

1 Project

Contents1 Project ...................................................................................................................................... 1

1.1 Open Project.......................................................................................................................... 2

1.2 New Project ........................................................................................................................... 4

1.3 Edit Project Dialog ................................................................................................................ 6

1.3.1 List of Global Dialog ................................................................................................... 9

1.3.2 Project Tables ............................................................................................................ 11

1.3.3 Copy Modules from a Source Project ....................................................................... 16

1.4 Delete Project ...................................................................................................................... 19


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1.1 Open Project

A project is a group of configurations and data that will be used as a single unit to get some

defined jobs done. Typically, a Plant-4D E&I .NET project will correspond to the Plant-4D E&I

.NET Users project, or at least a tightly related group of the Users projects (e.g., one chemical

plant, one upgrade project, one unit in a plant, one area in a project).

Selecting the Open(ProjectsOpen) option from the main menu opens the following dialog.

Use this dialog to select a project. Only the projects that you have access to will be displayed.

Note:Opening a new project without closing the active one will automatically close the active

project, and open the new selected project. When choosing Close, the selected project will be

closed.


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Select the project in the list of available projects that you want to work on. From this point on, all

data and screens will refer to that project until you exit or choose a different project. The Plant-

4D E&I .NET title bar will display the name of the working project.

Note:You can only select projects that have been assigned by the System Configurator.


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1.2 New Project

SelectProjectsNew from Plant-4D E&I .NET main menu to add a new project. TheAdd

new projectdialog appears. Type in your project name and description in the indicated areas.

Click on Configuration Database button and the following dialog appears.


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Click onDatabase button and the following dialog appears.

Type the servers IP, select the type of database, and type the username and password.

Click on Verify connection button in order to validate the information. If the validation

succeeded, click OKto exit to the main dialog.


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1.3 Edit Project Dialog

Edit Projectdialog is to edit an existing project.

SelectProjectsEditfrom Plant-4D E&I .NET main menu. TheEdit Projectdialog appears.

Project Name

Display the name of the project being edited.

Project Description

Display the description of the project being edited.

Client Information

Display the clients information and details. Edit the name of the client concerning the project.


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Contractor Information

Display the contractors name or company. Edit the name of the Contractor concerning the

project.

Client / Contractor Logo

Display an image of the client or contractor logo.

Add Client Logo

Click on this button in order to add a new client or contractor logo.

Remove Client Logo

Click on this button to remove the current client or contractor logo (the one that is currently

displayed).

Revision

Display the current revision number and allow you to change it.

Enable Audit Trail

The audit trail mechanism of Plant-4D E&I .NET records each change that is made in projects

database, storing the present and the last values. Select this option in order to enable audit trail,

meaning a history viewer of your project (a place where all the changes and revision made in the

project will be updated).


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Project Variables

Click on this button to open theProject Variablesdialog to define user memory variables. See

Section 1.3.1 List of Global Dialogfor details.

Project Tables

Click on this button to open theProject Tablesdialog to define projects table details. This

dialog displays a list of all the tables used in Plant-4D E&I .NET. It lists their database type,

location, data type, default color scheme, etc All tables that are used in Plant-4D E&I .NET

MUST be defined in here. See Section 1.3.2 Project Tables for details.


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1.3.1 Project Variables Dialog

Project Variablesdialog is to add, modify, and delete global variables from your project. The

values that are stored in user global variables may be changed in user functions as desired;

however, the default value will be loaded each time the project is selected. ThePick Listlists the

existing global variables defined and initialized on project selection to the values displayed.

These values may be derived from expressions.

Add Variable

Click on this button to launch theAdd Global Variable dialogto add a new entry defining

its name, expression, and description. Use this dialog to define the name and value of a user

global memory variable. These variables will be available in the expression builder dialog,

and throughout the project. They may be used to store data for later use or as lookup

information that is project specific without the need to create a data table to store them.

These variables are initialized when selecting the project.


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Name

Enter here the name of user variable. All user variables MUSTbegin with two underscores __.

The maximum length of a variable name is 10 characters (including the two underscores).

Expression

Display the expression for the memory variable.

Description

Display the description for the new global variable.

Edit Variable

Click on this button to edit the highlighted entry in the global variables list, redefining its name

and default value.

Delete Variable

Click on this button to remove the highlighted entry in the global list. Note that this is

unrecoverable.


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1.3.2 Project Tables

Project Tablesdialog is to determine the names, paths, display characteristics, and copy

characteristics of database files. The data defined here is used when opening new projects

based on an existing project. Plant-4D E&I .NET needs to know how to copy a file

whether it is structure only, or with data records, or to leave it in a global location.

Tables List

Display a list of all tables. Click on the entry to view its properties.

Add Table

Click on this button to openAdd Tabledialog.


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Name

The new table's name can be selected from Select Table dialog using Select Table button

or can be typed in theNamefield.

Description

Type on here a description for the new added table.

Connection

Select the connection used to add the new table.

Select Text Color

Click on this button to set the foreground, pen, and color of form controls using data from the

current table.

Select Fill Color

Click on this button to set the background, fill, and color of form controls using data from the

current table.

Delete Table

Select a table and click this button to remove it from the Project Tables List.

Name

Display the file name of the selected table.

Select Fill Color

Click on this button to set the background, fill, and color of form controls using data from the

current table.


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Select Text Color

Click on this button to set the foreground, pen, and color of form controls using data from the

current table.

Description

Display the description for the current table. This is used extensively in Plant-4D E&I

.NET when selecting tables. This description should be concise, unique, and describe the

tables used.

Type

Display a list of Plant-4D E&I .NET table types. The table types can be data, system,

template, hybrid, or public.

Connection

Display the current table's connection.

Edit Connection

Click on this button to openProject Connectionsdialog to display a list with all connections

used in the project. You can add new connections, edit the selected connections, or delete

connections.


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Add Connection

Click on this button to add a new connection.Add Connection fordialog will be displayed.

IP / Name

Type here the instance name of the SQL server or its IP.

Database

Type here the name of the database where the new connection should be added.

User / Password

Type here the user's name and password defined previously for the SQL Database.

Connection Name

Type here the desired name for the new connection.

Description

Type here a description for the new connection.


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Edit Connection

Click on this button to openEdit Connection fordialog to modify the selected connection.

Delete Connection

Click on this button to delete the selected connection.


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1.3.3 Copy Modules from a Source Project

Use this wizard to copy modules from source project to a new project. This will allow you

to use all features of Plant-4D E&I .NET. A set of default data will be copied as well.

SelectProjectsEdit - Copy Modules button. The Copy Project Modulesdialog

appears.

Source Project

Use the drop down list to select the source project name.

Destination Project

Display the name of the destination project (the project that is currently edited).

Link Project Checkbox

If you do not check theLink Project Checkbox, you select a Copy operation. For a copy

project, the selected modules are copied, and after the copy operation is completed, the

target project becomes independent from the source project. In the Copy process, the

following entities will be copied: SQL data table; Plant-4D E&I .NET tables definition,


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tags definition, tags format; sub modules definition (DE, DS, ELEC, WIR); views, view

tables, ADR rules, view relations; form definitions, form dlls; report definitions, report

files; drawing definitions, signs, lookup tables.

If you check theLink Project Checkbox, you select a Link operation. For a linked project,

all the source project modules will be marked for copy. After the operation is completed,

the source and target projects will be linked. Any change made in projects configuration

will be reflected in the other. The configuration of a linked project will be shared with the

source project. In the link process the following entities will be copied: SQL data table;

Plant-4D E&I .NET tables definition, tags definition, tags format; sub modules definition

(DE, DS, ELEC, WIR); views, views tables, ADR rules, views relations; forms

definition; report definitions; drawing definitions, lookup tables.

Note:Forms dlls, report files, and signs are not copied in the linked project. Their Source

Project ID and Screen Status settings will show the status and source project information

used at runtime, so that they will be loaded from the master project.

Cancel

Click on this button to exit to the Plant-4D E&I .NET main menu.

Next

Click on this button to go to the next step to select the modules/sub modules to be copied.


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Modules List

Display in a tree view all modules and sub modules from the project. To select modules to be

copied, check the boxes adjacent to them.

Next

Click on this button to go to the next step to start the copy process.

Start

Click on this button to start the copy process.

Finish

This button is available when the copy process is finish. Click on this button to finish the copy

process.

Note: SYSTEM tables will be copied with structure and necessary data

TEMPLATE tables will be copied with structure and all data

DATA tables will be copied only with structure, without data.


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1.4 Delete Project

UseDelete Projectdialog to remove a project from the list of available projects in Plant-4D E&I

.NET. It will remove the project for all users. If you wish to remove a project for a particular

user, useProjectsSecurityUsersdialog from Plant-4D E&I .NET main menu.

Select onProjectsDelete from Plant-4D E&I .NET main menu to openDelete Project

dialog.


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Project Configuration

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2 Project Configuration

Contents2 Project Configuration ............................................................................................................ 20

2.1 Configure Data Entry and Electrics .................................................................................... 21


2.2 Configure Datasheet............................................................................................................ 28

2.3 Configure Wiring ................................................................................................................ 34


2.3.2 Template Designer ........................................................................................................ 55

2.4 Configure Routing .............................................................................................................. 61

2.5 Configure Hookup .............................................................................................................. 65

2.5.1 Hookup Limitations ...................................................................................................... 69

2.6 Configure Maintenance ....................................................................................................... 70

2.7 Configure Revision ............................................................................................................. 73


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2.1 Configure Data Entry and Electrics

Select onProjectsConfigureData Entryfrom Plant-4D E&I .NET main menu. The

Configure Data Entrydialog will appear. Use this dialog to configure the Data Entry and

Electrics module menu entries and dialogs. It is also to configure the Data Entry Screen for each

of the modules separately, and to define the layout of the screens and assign data table fields or

variables to each of the fields on the screen.

Description

Display the description for the selected menu entry.


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Add New

Click on this button to launch aNew Moduledialog to enter the name and description for a new

screen dialog.

Delete

Click on this button to remove the selected item from the list.

Insert Menu Delimiter

Click on this button to add a delimiter to group the menu options.

Configure

Click on this button to launch the form configuration dialog of the highlighted entry above.


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2.1.1 Configuration Dialog

Select onInstrument Indexfrom theModuleslist, and click on Configure button.

The configure screens will appear to select the data sources or view, copying or sharing forms

from/with other projects, and more

Description

The screen description is used on the module menu and as the title for the form at run-time.


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View

This text box displays the name of the view currently associated with the form.

Select ViewClick on this button to open Select from a listdialog to choose the view that fits the form.


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Edit View

Click on this button to modify the selected view in View Builderdialog. See Section 7.1 View

Builderfor details.


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Screen: Change Form Layout button

Click on this button to openFile Propertiesdialog to display the information about dll file used

for the selected screen.

Jump To: Open Jump to Dialog button

Click on this button to openJump todialog to define which screen or modules the user can jump

to, and how data will be located in the target forms.


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Never Jump

This is a list of the screen used in the project that cannot be jump to another screen.

Jump To

This is a list of the screen that is enabled the Jump to option from the selected screen.

Use Select button andRemove button to move items from theNever JumptoJump To

lists.

Document Settings

Click on this button to openDocument Connectionsdialog to store Document Number, Creation

Condition, and Filter Condition for the selected screen.

Note:Use button to openExpression Builderdialog to add expressions and conditions.


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2.2 Configure Datasheet

Select onProjectsConfigureData Sheetsfrom Plant-4D E&I .NET main menu to display

the default setting for the datasheet module. The datasheet module contains several datasheet

classes. Each class is a self-contained group of settings that describes the viewed database tables,

the system file names to be used, and other auxiliary settings.

Add New Class

Click on this button to add a new datasheet class.


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Copy

Click on this button to add a new data sheet and copy the current setting to the one added.

Delete

Click on this button to delete the currently selected datasheet class.

View

Display the name for the view of the current class.

Select View

Click on this button to select other view for the current datasheet class from Select from a list

dialog.


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Edit View

Click on this button to edit selected view for the datasheet class in View Builderdialog. See

Section 7.1 View Builder for details.

Tag Number

Display the expression defining the data source for the datasheet items. Click the Get Tag

Number Expression button to select the expression for tag number.


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List Tag as

Display the expression defining the data source for the datasheet items as displayed on theForm

and Tags List dialog. Use Get List Tags as Expression button to openExpression Builder

dialog to define the structure for the datasheet items.

Form ID

Display the expression defining the data source for the datasheet form ID code. The form ID is

used to connect the datasheet item to a specific datasheet form. Use Get Form ID Expression

button to openExpression Builderdialog to define the structure for the datasheet form ID code.

See List Alias

Display the expression defining the alias name for the datasheet See List data system tables.

Manual Alias

Display the expression defining the alias name for the datasheet manual data system tables.

See List Code

Display the expression defining the data source for the datasheet See List ID code. The See List

ID is used to connect the datasheet item to a specific See List. Use Get See List Code Expression

button to define the data source for the datasheet See List code.

See List Reference

Display the caption or comment for data appeared on the See List report.

See Notes Reference

Display the caption or comment for data that does NOT appear on the See List report and is NOTedited in a See List.


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Default Document Number

Display the expression defining the data source for the datasheet document number. Use Get

Document Number Expression button to openExpression Builderdialog to define the data

source for the datasheet document number.

Default Header/Footer

Display the folder location and file name of the header/ footer form. The header/footer form is

usually a small form to display project title and document revision data and common to several

forms in the same class. Use Customize Default Header/FooterList button to openAdd or

Delete Headers or Footers Templatesdialog to manage template files for headers or footers.


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Template Form

Display the file name of the datasheet template form that shall be used by default for a new

datasheet form created in the current class. Use Customize Template Form List button to open

Add or Delete Forms Templatesdialog to manage template files for forms.

Color Scheme

Display the result of the color combination selected with theFill Color andPen Color

buttons.

Fill Color

Click on this button to open Colordialog to choose color for the fill or background. The selected

color will be displayed on the adjacent text box.

Pen Color

Click on this button to open Color dialog to choose color for the pen or foreground. The selected

color will be displayed on the adjacent text box.


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2.3 Configure Wiring

Select onProjectsConfigureWiringfrom Plant-4D E&I .NET main menu. The Configure

Wiringdialog will appear. Use this dialog to configure the wiring module menu entries and

define the menu order of the sub-modules. The leading dialog on wiring screens and its functions

are similar to those on the data entry screen. The main difference is located on the wiring

configuration dialog, as it will be explained.

Description

Display the description for the selected menu entry. This will also be used for the form title.


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Add New

Click on this button to launch aNew Moduledialog to enter the name and description for a new

screen dialog.

Delete

Click on this button to remove the selected item from the list.

Insert Menu Delimiter

Click on this button to add a delimiter to group the menu options.

Configure

Click on this button to launch the form configuration dialog of the highlighted entry above.


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2.3.1 Configuration Dialog

Select onProjectsConfigureWiringfrom Plant-4D E&I .NET main menu, and then select

JBOXJunction Boxeson theModules list. Click on Configure button.

TheJBOXJunction Boxesdialog appears. Use this dialog to configure the wiring sub-module

and define the wiring logic behind the dialogs. An example of configurable wiring sub-modules

are Junction Boxes, DCS System, PLC System, Instrument Rack, Marshalling Cabinet, Power

Distribution, and Cable List.


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Description

Display the wiring sub-module name that is currently being configured.

View

Displays the name of the view currently associated with the sub-module.

Select View

Click on this button to open Select from a listdialog to choose an existing data environment

view.

Edit View

Click on this button to build a data environment view containing tables and templates required

for the current sub-module.


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Wiring General Info: Change Form Layout button

Click on this button to openFile Propertiesdialog.

File Properties: File and Class Fields

Display information about the dll file.

Version: Local File Properties and Server File Properties Fields

Display information about the dll files from the server, and the one that is used locally.

Download File from Server

Click on this button to download locally the server file version. It is recommended when the

server version is newer than the local file version.


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Upload File to Server

Click on this button to upload the local file version to server. It is recommended when the local

version is newer than the server file version.

Status: Folder, Status, and Source Project Fields

Indicate the folder that contains the dll, the source project, and the file status.

Add New File

Click on this button to add a new dll file for this form. Select the file location on the Open

window that will appear.

Print Empty

Click on this button to print the selected form structure without data.

Select File

Click on this button to open Select from a Listdialog containing the dll files from the selected

folder.


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Link File

Click on this button to link the dll file of the form to another dll file from the current users

project. Select Projectdialog will appear.

Copy File

Click on this button to copy the dll file from the current users project. Select Projectdialog will

appear.


Click on this button to openJump todialog to define which forms or modules the user can jump

to. This dialog allows you to make quick transition between screens with theJump totool. This

dialog defines the available forms and modules that the user can enter directly from the user

current active form.

Never Jump


Jump To



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lists.

Document Settings

Click this button to openDocument Connectionsdialog to store Document Number, Creation




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Wiring Configuration: Configure button

Use this button to open Configuredialog.

View

Display the name of the view currently associated with the sub-module.

DescriptionDisplay the wiring sub-module name that is currently being configured.


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Basic Setup

This page is to configure sources tables for the entity's list, the descriptions tables, and the

templates. This dialog is also used to setup titles for theList of Entitiesscreen,Detailed Wiring

screen, and General Informationscreen. There can be configured a template picture to be used in

theList of Entitiesscreen.

List of Entities

This page is to define setting for theList of Entitiesand to create condition forAssignmentand

Detailed Wiring.

Assignment

This page is to setupAssignmentconfiguration.

Wiring

This page is forDetailed Wiringconfiguration.

Single Cable

This page is for single cable configuration.


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2.3.1.1 Basic Setup

This page is to configure sources tables for the entities list, the description tables and the

templates. This dialog is also used to setup titles for theList of Entities screen,Detailed Wiring

screen and General Informationscreen. There can be configured a template picture to be used in

the List of Entities screen.

Entities List

Select from this list the source table for the list of entities.

Description

Automatically display the alias name of the descriptions table.


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Template

Automatically display the alias name for the templates table.

Template Name

Use Set Expression button to openExpression Builderdialog to set which field from the

Entities table keeps the template name.

Template Picture

Define a template picture used in theList of Entities screen. Use Set Expression button to

openExpression Builderdialog.

Entities List

Type the title that will appear in theList of Entitiesscreen.

Wiring

Type the title that will appear in theDetailed Wiringscreen.

General Information

Type the title that will appear in the General Informationscreen.


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2.3.1.2 List of Entities

This page is to define setting for theList of Entitiesand to create condition forAssignmentand

Detailed Wiring.

Alias

Automatically display the alias name of the Entities Table.

Name

Use Set Expression button to openExpression Builderdialog. Here is defined the entities

name displayed on the screen.


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Description

Use Set Expression button to openExpression Builderdialog. Here is defined the description

displayed on theList of Entities.

Sub Module ID Field

Use Set Expression button to openExpression Builderdialog. Here is to set the sub-module

ID that will be included in theList of Entities.

Add Contractor Logo

Click on this button to add an icon used in theList of Entities as first character.

Remove Contractor Logo

Click on this button to delete selected icon.

Assignment: Enabled and Read Only Fields

Use Set Expression button to openExpression Builderdialog. Type a condition for entry

assignment (True=1, False=0).

Wiring: Enabled Field

Use Set Expression button to openExpression Builderdialog. Type a condition for entry in

detailed wiring (True=1, False=0).


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2.3.1.3 Assignment

This page is to setupAssignmentconfiguration.

Alias


Name

Automatically display the entities name that will appear in theList of Entities.


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Address Length

Display the full address length. This is an important indicator of correct configuration. For

accurate behavior of the relational database, the keys used in the wiring MUST have the

same expression length. This value will be used later to correlate the target expression of the

wiring item table.

Exclusive Assign

Check on this box to set on the exclusive assign (to be assigned only one item per each position).

Add Contractor Logo

Click on this button to add an icon used in theAssignment as first character.



Entities List

Select from this list the source table for assigned items.

Name

Use Set Expression button to openExpression Builderdialog to define the name used for

assigned items.

Position

Use Set Expression button to openExpression Builderdialog to define the expression of the

starting point for assigned items in the junction box.

Scope

Use Set Expression button to openExpression Builderdialog.


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Display

Use Set Expression button to openExpression Builderdialog.

Include Condition

Use Set Expression button to openExpression Builderdialog to define the condition used for

items from I/O to be included in Assignable items list.


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2.3.1.4 Wiring

This page is to setupDetailed Wiringconfiguration.

Alias


Name

Automatically display the entities name that will appear in the list.


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Exclusive Wiring

Check on this box to set exclusive wiring on (only one cable connected per each position).

Add Contractor Logo

Click on this button to add an icon used in theDetailed Wiring as first character.



Default Name

Use Set Expression button to openExpression Builderdialog to define the expression used

for Cable Wiring.

List Filter

Display the data filter condition expression that determines data to be included in a document.

Loose Wires: From/To

These areas indicate the loose wires included inLoose Wires list.

Preserve Loose Wires

Check this box to keep loose wires in the list.

Jumpers: From/To

These areas indicate the jumpers added in one entity.


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2.3.1.5 Single Cable

This page is to setup Single Cables configuration.

Cable Data: Default Name

Use Set Expression button to openExpression Builderdialog to define the expression for the

new cable added in cables list after an assign.

Cable Data: When

This text box displays the expression for when to add a cable automatically in the assignment

dialog. Use Set Expression button to openExpression Builderdialog to build the logical

expression.


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Cable Data: Type

Use Set Expression button to openExpression Builderdialog to define the link between

IO.inst_termand Cables Templates.

Panel Wiring: When

Display the expression for when to add jumpers automatically for the assignment item in the

assignment screen. The jumpers behave as though they are single wires. Use Set Expression

button to openExpression Builderdialog to build a logical expression.

From Side: Connection Module

Click on the button to select the wiring module in which the source or from side of the

cable will be maintained or edited.


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2.3.2 Template Designer

Edit Template dialog is to maintain the current modules wiring templates. A wiring template is a

set of data that corresponds to the physical and logical arrangements of wiring entities. That is,

the allocation of assignment address, the grouping of terminals for wired signals, the terminal

numbering scheme used, and the availability of terminals.

To openEdit Template dialog, select WiringInstrumentation - (select one of the option)

from Plant-4D E&I .NET. Click on theEdit Template button. TheEdit Template dialog

appears.


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Template Name

Click on the drop down list to select the template. The dialog will be refreshed to show the

data for the selected template.

No. of Points

Display the number of entries (positions) of the selected template.

Display as

Click on the drop down list and select the display mode desired. You can view the template

in one of two modes,Assignmentor Wiring. Selecting one of the options will refresh the

dialog to display the template in the selecting mode.

Template Description

Click on this button will launch the Template dialog to view and edit general information

associated with the template.


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Add Template

Click on this button to openEnter New Typical Name dialog to enter the name for the new

template. Use the dialog to define to assignment and wiring arrangements desired for the current

template. Template names MUST be unique.

After entering the new template name, theNew Template dialog will appear. Use this dialog to

construct wiring templates. Enter the number of grouping items (addresses) and the number of

items in the groups (terminals). Use the edit labels button to automate the population of template

position indices and labels. Remember to use the preview button to build and view the results

prior to exiting the dialog.

No. of Repeated Sequences

Enter here the number of repeated groups or number of address required. For example, a

PLC card with 16 address and 48 terminals (3 terminals/addresses); you would have to enter

a value of 16 here.


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No. of Items in Each Sequence

Enter here the number of items (terminals) in each group required. For example, a PLC card

with 16 address and 48 terminals (3 terminals/addresses); you would have to enter a value of

3 here.

Edit

Click on this button to define how the template data will be constructed. Use the macro command

@S, @Pand @Ito automatically generate template data. @Senters the sequence number,@I

enters the item number in the group, and @Penters the overall item running number.

Clear

Click on this button to clear the definitions and start fresh.

Preview

Click on this button to view the results of the automatic template data generation. Any small

changes required such as additional entries or data can be made in the Template Designerdialog.
mailto:@Imailto:@Imailto:@Imailto:@I


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Edit Template

Click on this button to open Template Builderdialog to define assignment and wiring

arrangements for the current template.

Copy - Template

Click on this button to open a dialog to enter the name of the new template, and then

copy the current template to the entered name. Template names MUST be unique.

Delete Template

Click on this button to delete the current template. Do NOT delete templates that are in use

without replacing them with a new template with the same name. If you delete templates

the entities using them will become unavailable.

Add Record

Click on this button to openEnter position dialog. Use it to enter the desired position

number in the template. The position number updated, assignment, or wiring will depend

on the display mode selected above.


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Edit

Click on this button to launch theEnter position dialog. The position number updated

depends on the display mode selected in the drop down list above.

Delete Record

Click on this button to delete the highlighted entry in the template contents list above.


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2.4 Configure Routing

Select onProjectsConfigureRoutingfrom Plant-4D E&I .NET main menu to display the

default setting for the routing.

Select Metric System

Click on the drop-down menu to select the unit system.


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Scaling Factor

Select the scaling factor you want to use in the 3D model.

Select Search Zone

Select the limit for searching the nearest cable trace of the cable routing.

Instrument Table

Select table that contains the instrument data on the drop-down list.

Instrument Index Name

Display the sorting of theInstrument Table. Click on the Select Index Name button to select

the type of sorting on theInstrument Table.

Get Coordinates from

Check the Get Coordinates from checkbox to select a separate table to get the coordinates.


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Coordinates Located in

Select from the drop-down list where the coordinates ofX, Y, andZare located.

Relation with Instrument Table

This is an expression to join the separate coordinate table (if you check the Get Coordinates from

checkbox) with theInstrument Table.

Single Layer Cable Expression

This is an expression to specify at what point you have to keep the cable in a single layer. Click

on the Set Expression button to build the expression. For example:

Server Keep Alive Interval

This is the time-out for the server when performing the cable routing.

Cable Timeout

This is the time-out for each individual cable when performing the cable routing.

Entities Definitions

Display the definition of the entities. To add a new definition, click on add New Entity Definition

button. Enter the new definition name at the field provided. To delete the selected definition,

click onRemove Entity Definition button.


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Wiring Entities Table

Select table that contains the wiring entities on the drop-down list.

Entities Index Name

Display the sorting of the Wiring Entities. Click on the Select Index Name button to select

the type of sorting on the Wiring Entities

.

Coordinates Located in

Select from the drop-down list where the coordinates ofX, Y, andZare located.


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2.5 Configure Hookup

Select onProjectsConfigureHookupfrom Plant-4D E&I .NET main menu to display the

default setting for the hookup module. You may select one of the public hookup libraries to work

from, or copying one to a local project library. Local hookup libraries are located under the

project folder in the hookup directory. Public hookup libraries are located in any accessible

location on the computer or network.

Hookup LibraryDescription

Display the name of the selected hookup library.

Hookup LibraryTypePublic/Local

SelectPublic to use a public hookup library, or select Local to use a local hookup library.

Select from Public Libraries

Click on this button to openHookup Libraries dialog to select library from a list of public

hookup libraries available.


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Make It Public

Click on this button to allow the current local project library to be declared as a public library for

used with other projects. Enter the new library name in the dialog provided.

Copy from Public Library

Click on this button to openHookup Librariesdialog to select the source hookup library, which

is the file and the configuration data to copy from.

Edit Library Table

Click on this button to edit the library table.

Hookup PartsParts File

Display the file name and location of the hookup parts file. When the library is public, you may

choose to have the parts file local or public. When the library is local, the parts file is also local.

The part file name may NOT be changed.

Hookup PartsTypePublic/Local

SelectPublic for public hookup part files. The file location is dependent on the public hookupparts selected. SelectLocalfor local hookup part files. The file location is dependent on the

folder of the current project.


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Select from Public Part Files List

Click on this button to openHookup Libraries dialog to select part file from a list of public

hookup parts available.

Make It Public



Copy from Public Parts

Click on this button to openHookup Librariesdialog to select the source hookup part, which is

the file and the configuration data to copy from.

Edit Parts Table

Click on this button to edit the parts table.

Hookup UnitsUnits File

Display the file name and location of the hookup units file. When the library is public, you maychoose to have the units file local or public. When the library is local, the units file is also local.

The units file name may NOT be changed.


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Hookup PartsTypePublic/Local

SelectPublic for public hookup unit files. The file location is dependent on the public hookup

unit selected. SelectLocalfor local hookup unit files. The file location is dependent on the folder

of the current project.

Select from Public Unit Files List

Click on this button to openHookup Libraries dialog to select unit from a list of public hookup

units available.

Make It Public



Copy from Public Units

Click on this button to openHookup Librariesdialog to select the source hookup unit, which is

the file and the configuration data to copy from.

Edit Units Table

Click on this button to edit the units table.


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2.5.1 Hookup Limitations

When deleting parts from a hookup, the parts should be deleted from drawing file (dwg/dgn/vsd).

When the part is added to the hookup, it is also added to the database in Hookup Parts table and

also as graphical elements (circle+line+text) to the drawing file (dwg/dgn/vsd). Unique handle

ids of the graphical elements are saved in Hookup Parts (to be used at deleting hookup parts).

But, when switching between CAD application (AutoCAD / MicroStation / Vision), saved

handle ids are useless for a different CAD applications.


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2.6 Configure Maintenance

Select onProjectsConfigureMaintenancefrom Plant-4D E&I .NET main menu. The

Maintenance - Configure Classesdialog will appear. This dialog is to define the classes for

different kind of maintenance operations and users right.

Maintenance Classes

Display all the maintenance classes available on the option MaintenanceMaintenance Classes

from Plant-4D E&I .NET main menu. Choose the desired maintenance class from the drop-down

list to be edited.


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Add New Class

Click on this button to add a new maintenance class. The new maintenance class will be added to

the optionMaintenanceMaintenance Classes from Plant-4D E&I .NET main menu

automatically. Enter the new class name in the field provided as shown below:

Delete

Click on this button to delete the selected class shown inMaintenance Classes field.

Default View

Display the users view selected. You can choose the existing view by clicking on the Select

View button, or make a new one by clicking on theEdit View button. See Section 7.1

View Builder for further detail.

Main Filter

Click on the Get Main Filter Expression button to create a filter expression. This option is to

filter the leading table.


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Main Table

Display the main table (leading table)taken from the View Builderdialog.

Main Index

Display the main index taken from the View Builder dialog. You can change the main indexby

clicking on theEdit View button. See Section 7.1.3 Indexes Dialog for further detail of how

to change the main index.

Maintenance Routines Table

Display the name of the maintenance routine table created on the configuration database.

Maintenance Job Table

Display the name of the maintenance job table created on the configuration database.

Group Expression

Display the default value of the group expression that will be displayed on the interface. This is

how you define a group of devices for similar type.

Tag Expression

Display the default value of the tag expression that will be displayed on the interface.

Description Expression

Display the default value of the description expression that will be displayed on the interface.

Manufacturer Expression

Display the default value of the manufacturer expression that will be displayed on the interface.

This is important because the entire task in the maintenance is usually based on the

manufacturersrecommended maintenance intervals.


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Plant Expression

Display the default value of the plant expression that will be displayed on the interface. This is

very important in case you have different parts of your plant, and some parts are in the difficult

environmental conditions. It makes you to change the kind of routines you do, and the

maintenance schedule will also be changing.

Maintenance Tag Details

This is for maintenance details. You can label the parameter on theLabel column. Fill in the

Expression column by clicking on the button fromEdit column to select the valuefor that

particularLabel. You can remove the selected row by clicking on the button fromDelete

column.


Click on this button to openJump todialog to define which screen or modules the user can jump

to, and how data will be located in the target forms.

Never Jump


Jump To



lists.


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2.7 Configure Revision

Select onProjectsConfigureRevisionfrom Plant-4D E&I .NET main menu to display the

revision level and status descriptions available in the current project. The setting entered here

defines the revisions available in the document manager and print manager dialogs.

RevisionsMajor

Display a list of primary or major revision numbering system.

RevisionsMinor

Display a list of secondary or minor revision numbering system.


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RevisionsStatus

Select or type in next to the * icon the description for revision status.

Default RevisionMajor

Click on the drop-down list to select the default major revision value for use when a new

document is added to the document manager.

Default RevisionMinor

Click on the drop-down list to select the default minor revision value for use when a new

document is added to the document manager.

Default RevisionStatus

Click on the drop-down list to select the default revision status.

Revision Markings

Check on theEnable Revision Markingscheckbox to activate the revision marking system. This

is used for Data Entry screens, Data Sheets, Drawings, Reports, etc... Any change made in those

forms will be written with a special font.

Select Font

Click on this button to open theFont dialog to select font type, size, and style. Change made in

this dialog is displayed next to the Select Font button.

Note: Revision Markings mechanism is functioned only after the following steps:

Enable revision markings fromRevision Levels Definitionsdialog

Enable audit trail mechanism fromEdit Project dialog

At least one revision is defined for current document (data-entry scree, datasheets,

drawings, reports, etc)


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3 Security

Contents3 Security .................................................................................................................................. 76

3.1 Users Management.............................................................................................................. 77

3.2 Users Activity ..................................................................................................................... 81


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3.1 Users Management

Select onProjectsSecurityUsersfrom Plant-4D E&I .NET main menu. Usersdialog

appears.

Users List

Display all defined users. Users characteristics are the account, first name, last name, e-mail

address, phone number, and the language. Those characteristics may be changed using General

Information page at the bottom of the Users Managementpage.


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Administrator Checkbox

Used for giving a permit to the current user to have administrator rights.

Add

Click on this button to add a new user on theAdd Userdialog.

Delete

Click on this button to delete the selected user from the Users List.

Change Password

Click on this button to change the selected users password. The Change Password dialog will

appear as the following. Type the old and new password. There are two check-boxespassword

never expiresand change password at the next login. Check these boxes according to the case.


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User Rights

Click this button to open User Rights dialog to configure rights for the current users projects.

Assigned Projects

Display all the projects are assigned to the selected user. Select Configurator checkbox set the

selected user configurator rights on the assigned projects.


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Assign Project

Click on this button to open Select Project dialog. It displays a list of the available projects that

are not assigned to the selected user. If the list is empty, it means that all the available projects

have been assigned to the selected user.

Unassign Project

Click on this button to delete the selected project from the current users list.

Copy User Rights

Click on this button to copy user rights from another user.


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3.2 Users Activity

Select onProjectsSecurityUsers Activityfrom Plant-4D E&I .NET main menu to show all

the active modules/sub-modules of the current user in the active projects.

Refresh

Click on this button to refresh the Users Activity list if some changes are madeopening new

screens or closing the opened ones.


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4 Datasheets

Contents4 Datasheets .............................................................................................................................. 82

4.1 Datasheets Main Dialog ...................................................................................................... 83

4.2 Datasheets Configuration Dialog ........................................................................................ 90


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4.1 Datasheets Main Dialog

SelectData SheetForms Listfrom the main menu of Plant-4D E&I .NET.Data Sheets

dialog serves as a master for the entire module.

List of Forms

Contain all the datasheet forms defined in the project. Click on an entry to highlight it for

further use. The format of the text displayed in the list is defined by the project configurator

in theDatasheet Default Parameters.

Forms are divided into classes (Icon). Double clicking on the Class Entry will open up the

List of Forms. Double clicking again on the Class Entry will close the List of Forms. Double

clicking on the form will open up the List of Tags assigned to this form.


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Edit

Click on this button to open the datasheet update screen for the selected form. The first tag

found using this form would be loaded for data entry or editing. Doing the same operation

when a specific tag is selected will load the form for this special tag.


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Print

Click on this button to open thePrint Manager dialog which contains documents

connected to all tags associated with the selected datasheet form. Checkmark the

checkbox near the document to select the printed documents.

Configure Datasheet Form

Click on this button to open the Configure dialog to change Screen Configuration, Jump

to definitions,Add, Delete, Rename, andDocument Settings.

Jump to Tags List

Click on this button to open Tags List dialog to view tags available under the currentdatasheet class, so that you may connect them to a datasheet form.


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Datasheet Name

Display Datasheet Class name or Datasheet Form name according to the item selected

before pressing theJump to Tags List button.

Assign Tag

Display a list of available Datasheet Forms or See List.

List of Tags

Display a list of the tags currently associated with all datasheet forms from the selected

Datasheet Class, or only the tags associated with the selected Datasheet Form. Click on the list

entry to highlight it for further action.


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Edit

Click on this button to edit selected tag on the List of Tags.

Print

Click on this button to print and revision editing on selected tag.

Find

Click on this button to find the tag number.

Show All Tags

Click on this button to show all the available tags associated or not to the datasheet.

Manage Forms: Add New Form button

Click on this button openAdd New Datasheet Form dialog to create a new datasheet form.


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Manage Forms: Delete Form button

Click on this button to delete selected datasheet form. If the items are connected to the form, you

will be advised to remove them first.

Note: This action does not delete the file. It only removes the form name from the list of

available forms.

Manage Forms: Find button

Click on this button to find the form name in the data entry window to go to the first matching

record.

See ListsAdd New See List button

Click on this button to openAdd See List dialog to create a new See List for the selected

datasheet form.


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See List ID

Enter the See List Name or ID. This must be a unique name or number for the current datasheet

form. The See List ID name or number is very similar to the Datasheet Form name. It is to keep

tabs on tags associated with the See List. The project configurator should define a field that holds

this ID. Those tags containing a valid code in the define field will have a See List entry

corresponding to them. The See List ID recommended is to be based on the form name. For

example, if the form name is DS500, then create a See List based on the 500 number, i.e. SL500.

Document Number

Type in the document number used for the See List. The entered number will be checked for

existence in the document manager. If it is a new number, it will be accepted, otherwise, the user

is noticed to enter a different number.

See Lists: Delete See List button

Click on this button to delete the selected see list form. If the items are connected to the form,

you will be advised to remove them first.


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4.2 Datasheets Configuration Dialog

SelectData SheetForms Listfrom the main menu of Plant-4D E&I .NET. Select one of the

datasheet form, for exampleDS 140Magnetic Flow Transmitter. Click on Configure

Datasheet Form button.

Description

Display the description of selected datasheet form. You can modify the description.

View

Display the view that is set for the datasheet in Configure Datasheet dialog. This view can be

edited only in Configure Datasheet Classes dialog.

Edit View

Click on this button to open View Builder dialog and modify the selected view.


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Screen: Change Form Layout button

Click on this button to openFile Propertiesdialog.

File Properties: File and Class Fields

Display information about the datasheet dll file.

Version: Local File Properties and Server File Properties Fields

Display information about the dll files from the server, and the one that is used locally.

Download File from Server

Click on this button to download locally the server file version. It is recommended when the

server version is newer than the local file version.

Upload File to Server

Click on this button to upload the local file version to server. It is recommended when the local

version is newer than the server file version.


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Status: Folder, Status, and Source Project Fields

Indicate the folder that contains the dll, the source project, and the file status.

Add New File

Click on this button to add a new dll file for datasheet form. Select the file location on the Open

window that will appear.

Print Empty

Click on this button to print the selected form structure without data.

Select File

Click on this button to openDll Tree View dialog containing datasheets folder displayed in a tree

view. This dialog is to select dll files for current datasheet form.


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Link File

Click on this button to link the dll file of the datasheet to another dll file from the current users

project. Select Projectdialog will appear.

Copy File

Click on this button to copy the dll file from the current users project. Select Projectdialog will

appear.


Click on this button to openJump todialog to define which screens or modules the user can

jump to, and how data is located in the target forms.

Never Jump


Jump To



lists.


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Document Settings

Click on this button to openDocument Connectionsdialog to store Document Number, Creation



Datasheet Configuration

Click on this button to open Configuration for dialog to form configuration and tag assignation

description.


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List Tags as

Display the expression defining the data source for the datasheet items as displayed on the Form

and Tags List dialogs used in the current form.

Get List Tags as Expression

Click on this button to openExpression Builder dialog to define the structure of the datasheet

items as displayed on the Form and Tags List dialogs used in the current form.

Select Header/Footer

The header/footer form is a small form used to display project title and document revision data

and common to several forms in the same class. Select the name of the header/footer form from

the drop-down list used in the current datasheet form.

Customize Default Header/Footer List

Click on this button to openAdd or Delete Header or footers Templates dialog to manage

template files for headers or footers.


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Fields Handled per Tag

List the user data fields appeared on the current datasheet form. This field is read only on the See

List by default.

Fields Handled for See List

To make the fields read/write, you have to move them to the right hand side list in theFields

handled for See List area. Use Select button andRemove button to move fields from

Fields handled per Tag area toFields handled for See List area.

Fields Handled for All Tags

List the user data fields appeared read/write on the current datasheet form. If you want to make

these fields read only, you have to move them to the left-hand side list. Use Select button

andRemove button to move fields fromFields handled per Tag area toFields handled for

All Tags area.


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Reports

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5 Reports

Contents5 Reports ................................................................................................................................... 97

5.1 Reports ................................................................................................................................ 98


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5.1 Reports

SelectDocumentsReportsfrom the main menu of Plant-4D E&I .NET to openReports

dialog.Reports dialog gives information in your project in a useful and attractive fashion. It

includes multiple columns of data, headers, footers, summaries, lines, boxes, and illustrations to

enhance the appearance or convey a particular set of data.Reportsdialog is to generate reports

containing users data.

ReportsDisplay a list of reports from which you can select. Selecting a report from list allows you to add,

delete, or make changes to reports details.

Description

Display a description for highlighted choice on report list.


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File

Display the file and location for the current report. ClickFile button to openFile

Properties dialog of the highlighted report.

Filters List

Display filters description for highlighted choice on report list.

No Filter CheckboxCheck this box for not applying any filter to the selected report. By default, if there are filters in

theFilters List, the report is filtered by the selected filter.

Sorted by

Display the selected index for the highlighted report.


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Set Sort Order

Click on this button to open the Select Sort dialog. This dialog is to select a type of sort order for

data to be displayed.

Cancel Sort Order

Click on this button to cancel the selected sort order. It means, after clicking this button, data will

be displayed in random order.

View

Display reports view description.


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Edit View

Click on this button to open View Builder dialog. See Section 7.1 View Builder for details.

New Report

Click on this button to create a new report. Type the reports description and name onAdd

Reportdialog. The new created report will appear in theReports list.


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Delete Report

Click on this button to remove a highlighted report from theReports list.

Preview Report

Click on this button to open a preview of a report before printing.

Print Report

Click on this button to print the highlighted report fromReports list.

Edit Report

Click on this button to edit a report using Crystal Reports.

Save

Click on this button to save all the changes that are made in the report.


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Print Preview

Click on this button to open a preview of the edited report before printing.

There are several sections on Crystal Reports: Page HeaderandPage Footerallow you to enter information such as report title, general

information, date, page number, etc.

Details section presents detailed information of items selected to the report.

Database Fields is to drag and drop the fields from the view to the Detailssection.

Use right-click context menu for all the reports sections to copy/paste information, edit text

objects, format texts, fields, browse fields data, etc.

Note: For more details and explanations about using Crystal ReportsTools,see Crystal Reports

Online Help.

New Filter

Click on this button to add a new filter. Enter the new filter name on theFilter dialog and press

OK.

TheExpression Builderdialog will appear to add a condition expression of filter for highlighted

report.


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Delete Filter

This button is active only when the highlighted report onReports list has a filter expression

attached. Click on this button to delete the selected filter onFilters List.

Edit Filter

This button is active only when the highlighted report onReports list has a filter expression

attached. Click this button to edit the filter expression in theExpression Builder dialog.

Limitation:

Plant-4D E&I .NET View which provides data for the report must have aliases exactly the

same as the table name on the SQL server.

A table cannot be removed from the reports view while the fields are still added to the

report. You must remove all the tables fields first, and then remove the table from the view.

Creating (or add) and editing a report can only be made from a Plant-4D E&I .NET station

that has possibility of a permanent connection with the SQL Server. Normally this happens

when the Plant-4D E&I .NET station and the SQL Server machine are in the same LAN

network, or when the SQL Server is published over the internet. However, editing a report

and previewing can be done without connection from a Plant-4D E&I .NET.

Reports Views cannot have any free tables. All tables opened in view should be related.


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6 Drawings

Contents6 Drawings ....................................................................................

P4D E+I Configuration Guide

Documents

Transcript of P4D E+I Configuration Guide