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Common Customizations in OpenPlant Tools
Kris WishartMechanical Design Technologist Manager
4 August 2017
Agenda
• Current state of Insulation in tools
• Goals for New Configuration
• Configuration Adjustments
• Common
• OPPID Specific
• OPM Specific
• Results in OPM and OPPID
2
Insulation Material Current StateHow Does It Work Out of the Box?
3
Current State – OpenPlant PID
• Insulation Property at Pipeline level
• Free typed field
4
Current State – OpenPlant PID
• Insulation Property at Pipeline level
• Insulation Property at PipeRun level
• Defaults to value set at Pipeline Level
• Free typed field, can overwrite default
• Changes to pipeline do not cascade to
PipeRuns after initial creation
5
Current State – OpenPlant PID
• Insulation Property at Pipeline level
• Insulation Property at PipeRun level
• Insulation Annotation
• Shows Value set at PipeRun level
• If value is changed at the PipeRun,
annotation updates
6
Current State – OpenPlant PID
• Insulation Property at Pipeline level
• Insulation Property at PipeRun level
• Insulation Annotation
• Valves / Inline Devices
• Does not have any default value
• Free typed field
7
Current State – OpenPlant Modeler
• Insulation Property at Pipeline level
• Restricted to Defined Picklist
• User values can not be added
8
Current State – OpenPlant Modeler
• Insulation Property at Pipeline level
• Insulation Property at PipeRun level
• Does not exist (at least not in a useful
way)
9
Current State – OpenPlant Modeler
• Insulation Property at Pipeline level
• Insulation Property at PipeRun level
• During Component Placement
• Standard Preference Bar defaults to
pipeline value
• Can reselect based on Picklist
10
Current State – OpenPlant Modeler
• Insulation Property at Pipeline level
• Insulation Property at Pipe Run level
• During Component placement
• Insulation Property of Piping Components
• Inherits value from standard
preference during placement
• Can be re-selected from picklist
• Any change to pipeline Resets
component
11
Current State – OpenPlant Modeler
• Managing Picklist Values
• Schema Value map
• Requires admin access
• Not shared with other tools
12
Current State – Summary
The OpenPlant Tool Suite manages Insulation differently across tools causing confusion and inconsistency in the project team.
13
OPPID OPM
PipeLine Free Typed Schema Managed Picklist
PipeRun Inherited/Free typed
*not update with changes
N/A �
Pipe Component Free Typed Inherited/ Picklist Selection
*reverts to PipeLine with any change
Goal State
14
Goal of Insulation Configuration
• PID Users and Piping Routers restricted to common list
• Allow for different Insulation specification methods
• Material
• Class
• Purpose
• Administration of the Picklist by the Project Engineering Staff
15
Consistency Across
the Project Team
While allowing
Flexibility for Client
Requirement's
Goal State – Summary
16
OPPID OPM
PipeLine Free Typed
Project Managed Picklist
Schema Managed Picklist
Project Managed Picklist
PipeRun Inherited/Free typed
Updates with Changes to
Pipeline
N/A �
Pipe Component Free Typed Inherited/ Picklist Selection
*reverts to PipeLine with any
change
Common ConfigurationDefining Picklist Values
17
Picklist from MDB File in Managed Workspace
• Table For Each Picklist
• Required Fields
• Insulation Code - Values
• Description – Hint Text
• Additional field for SQL Selection - Optional
Project Engineer Updates by adding and removing Rows
18
OpenPlant PID Configuration
19
• Project Config File Update
• Schema Updates for Picklist
• Schema Updates for Cascading of Value
OpenPlant PID ConfigurationProject Config file
• Add variable that points to folder containing the MDB file#-------------------------------------------
#Database setup for Picklists
#-------------------------------------------
DATA_CONNECTION= $(_USTN_PROJECTDATASET)
20
OpenPlant PID ConfigurationSchema Updates for Picklist
Schema: OpenPlant_PIDClass: PIPING_NETWORK_SYSTEMProperty: INSULATION
• Add Custom Attribute: External Data Source Definition Mapping
Recommend isolating these changes to Project/Division specific supplemental schemas. 21
OpenPlant PID ConfigurationSchema Updates for Picklist
Data connection string : above value is required for MDB file.
File Name : Full name of MDB file
Path Location: Variable defined in the Project Config file
Recommend isolating these changes to Project/Division specific supplemental schemas. 22
OpenPlant PID ConfigurationSchema Updates for Picklist
SQL Select Statement: SELECT FROM
• Multiple properties can be included and will be shown during selection.
Property Mapping: Defines which field from select statement is stored.
Recommend isolating these changes to Project/Division specific supplemental schemas. 23
OpenPlant PID ConfigurationSchema Updates for Picklist
• Add Custom Attribute: Extend Type
Recommend isolating these changes to Project/Division specific supplemental schemas.
24
• Set Name to “ShowPickListviewDataBase”
OpenPlant PID ConfigurationSchema Updates for Cascading of Value
• Existing Notify sets Insulation Property of PipeRun on Creation
• Change “Cascade Property Value Change” to True
• Set Insulation at Pipe Run class to read only
Recommend isolating these changes to Project/Division specific supplemental schemas.
25
OpenPlant Modeler Configuration
26
• Create New Custom Attribute
• Project Config File Update
• Schema Updates for Picklist
• Schema Updates for Cascading of Value
OpenPlant Modeler ConfigurationCreating New Custom Attribute
Schema: OpenPlant_CustomAttributes.08.11
27
OpenPlant Modeler ConfigurationCreating New Custom Attribute
Schema: OpenPlant_CustomAttributes.08.11
28
OpenPlant Modeler ConfigurationProject Config file
• Add variable to point to the MDB file
#-------------------------------------------
#Database setup for Picklists
#-------------------------------------------
DATABASE_CONNECTION= Provider=Microsoft.Jet.OLEDB.4.0;Data Source =
$(_USTN_PROJECTDATASET)OpenPlant_Picklists.mdb
29
OpenPlant Modeler ConfigurationSchema Updates for PicklistSchema: OpenPlant_3D_Supplemental_ModelingClass: PIPING_NETWORK_SYSTEMProperty: INSULATION
• Add Custom Attribute: External Database Query
Recommend isolating these changes to Project/Division specific supplemental schemas.
30
OpenPlant Modeler ConfigurationSchema Updates for Picklist
• Config. Var. for Connection String - Variable defined in Project Config File
• Default Value- required entry, does not have to be in list
• SQL Query – can only include single field in select statement
• Pick First Entry From the List –option to use list entry as default
31
OpenPlant Modeler ConfigurationSchema Updates for PicklistSchema: OpenPlant_3D_Supplemental_ModelingClass: PIPING_NETWORK_SYSTEMProperty: INSULATION
• Modify Extend Type Custom attribute to SQL_QUERY
32
OpenPlant Modeler ConfigurationSchema Updates for Cascading of ValueSchema: OpenPlant_3D_Supplemental_ModelingClass: PIPING_COMPONENTProperty: INSULATION
• Remove Extend Type Custom Attribute
• Remove Lookup Value Map Custom Attribute
• Remove Standard Preference Custom Attribute
33
OpenPlant Modeler ConfigurationSchema Updates for Cascading of ValueSchema: OpenPlant_3D_Supplemental_Modeling_ViewsClass: PIPING_COMPONENTProperty: INSULATION
• Change Property Display Status Custom Attribute to read-only
34
OpenPlant Modeler ConfigurationSchema Updates for Cascading of Value
35
BEFORE AFTER
Insulation Material After StateWhat have we achieved?
36
After State – OpenPlant PID
• Insulation Property at Pipeline level
• +Selected from Picklist
• -Can still be typed over with non-
picklist values
37
After State – OpenPlant PID
• Insulation Property at Pipeline level
• Insulation Property at PipeRun level
• Inherits value from Pipeline Level
• Read only
• Updates when Pipeline Value is
changed
38
After State – OpenPlant PID
• Insulation Property at Pipeline level
• Insulation Property at PipeRun level
• Insulation Annotation
• Not changed
• Valves / Inline Devices
• Not changed
39
After State – OpenPlant Modeler
• Insulation Property at Pipeline level
• Restricted to Picklist defined in MDB
• User values cannot be added
40
After State – OpenPlant Modeler
• Insulation Property at Pipeline level
• Insulation Property at PipeRun level
• No Change
41
After State – OpenPlant Modeler
• Insulation Property at Pipeline level
• Insulation Property at PipeRun level
• During Component Placement
• Standard Preference Bar does not
show Insulation material but still
shows thickness
42
After State – OpenPlant Modeler
• Insulation Property at Pipeline level
• Insulation Property at PipeRun level
• During Component placement
• Insulation Property of Piping Components
• Inherits value from Pipeline
• Read only
43
After State – OpenPlant Modeler/PIDAdding Picklist Values
44
• Add/Remove Values in MDB table
• Re-open Pipeline Dialog (no need to
close and re-open)
Kris Wishart+1 913-458-4658
4 August 2017