Control Draw 3 Manual

7/28/2019 Control Draw 3 Manual

1/165

p1

ControlDraw Manual

ControlDraw Ltd

ControlDraw Manual.

ControlDraw Ltd, 2010


2/165

p2

ControlDraw Manual

ControlDraw Ltd

T ab le o f Co nt en ts

Overview 7Introduction 7About the Help 8Diagrams and Symbols 8

Hierarchies and Models 9Classes 10Symbols 10Words and Text 11Pictures 12Specifications 12Reference models 13Version Controls 14The Database 15Matrices 15Tag Naming 16

Update Policy 17Support 17Printing 17

Diagrams 18Signals and Connections 18Child Links 19Polymorphic Diagrams 19Associated Matrices 21SFC / Grafcet Phase 21PFC Procedure Function Chart 22SAMA Diagrams 22

Logic Diagram 23Process Flow Diagram - PFD 24Process Flow Diagam (P & I D) 24Unit Diagram 26Equipment Module Diagram 27State Transition 27

Forms 27Forms By Function 28Login Form 29Tip of the Day 29The Main Screen 30

The Main Toolbar 30The Diagram Mode Toolbar 31Diagram List and Toolbar 31The Diagram Window 32The Page Text form 33Project Details 34Project Words 34Project Options 35Project Users View 35The Palette 36Page Browser 37

The Outline form 38Symbol Controls 39Tag Balloons 40Text Control Tool 41Link Page Selector 42


3/165

p3

ControlDraw Manual

ControlDraw Ltd

Connection Controls 42Group controls 43Symbol Details Form 44Diagram Details Form 45Paste Properties 46Data Design 46Classes and Data Build 47Data Views 48

Favorites 49Object and Instance Data 49Show Symbol Data 50Compare and Import Data 50Query Design form 51Shared Instance Query Builder 52The File Manager 53Tools Utilities 54Fonts Form 55Signal Styles 56Line Styles form 57

Line Edit Form 57Arrows 57Matrix form 58Matrix Types 60Matrix State Rows 61Matrix Columns tab 61Run Mode controls 62State Matrix Run Controls 63The History view 63Compare models form 64Compare Form Tree 65

Signal dynamics 65Picture Selector 65Shape Selector 66Paste Special 67Database Tagging and Numbering 68Custom Tagging 69Diagram Sorter 70Model Review 71Configure Rules 72Model Review Heirarchy 73Re-assign Links Form 74

Global Find and Replace 74Registration 75Sequence Numbering 75About 76Publishing and Backing up 77View text only 78List View 79Find Symbols 79Embedded Picture Manager 80Global Find and Replace 81Set States Symbols 82

Calculation symbols 83Tagging Scripts 83

Data Management 84Understanding the ControlDraw Database 84


4/165


5/165

p5

ControlDraw Manual

ControlDraw Ltd

Menus 116File Menu 116Edit Menu 117Navigate Menu 117View Menu 117Show Menu 118Tools Menu 118Database Menu 118

Model Menu 118Window Menu 119Help Menu 119Menu Guide 120

Sample Models 120ControlDraw Origins 121Conversion from Controldraw1 to ControlDraw2 122Conversion from Controldraw1 to ControlDraw3 123Quick Keys 123Text edit keys 124Import / Export Data 124

Automatically Filling Instance Fields 124Number Automatically 125Sometimes Asked Questions 125Multi-User and Single User Modes 126Updating Models 127Reference model Updating 127Test Sheets 128Variant Tagnames 128External Tag 129Undo Changes 129Clipboard support 129

Class Settings 130Complete Update 130Shrinking a model. 131Emergency Recovery 131Importing Pictures from another model 133Importing from another model 133Microsoft LDBView 134Error Messages 134Adding Text Lists to diagrams 135User Query Special Objects 135Clones 136

Cross Referencing Options 137Defer Symbol Links display 138PFC Options 139Recipe Defer Functions 139Descended object linker 141Autoname connections 142Signal States Dynamics 142Diagram background 143Simulation AutoGenerate Scripts 143Process Flow Diagrams 143Piping and Instrument Diagrams 144

Split Tagnames 145SAMA 145Model Review Reference 145

Page 1 checks 145


6/165

p6

ControlDraw Manual

ControlDraw Ltd

Model Advisor 146Parent Class 146Object Class Symbol Class 146Classes in Parents 146Not allowed in Page Class 147Non Included Parent Classes 147Model File Structure 147Lost References 147

Clones and Cross References 147Number Root and Number Exclude 147Hierarchical Tags 148

Messages 148Cannot find Reference Model 148Missing Referenced Child diagrams 149

SFC Draw 149Sequential Function Charts 149Overview 150Basic Step and Transition structure 150Chart Arrangement 151

Options 152Chart Editing 153

Start a Chart 153Add a Step 154Add Selection branch 155Add/Extend Parallel Step 155Deleting Parts of a Chart 156Arranging charts by dragging Links 156Arranging charts with Right Clicks 156Dragging between Steps 156Copying, Cutting and Pasting 157

Logical consistency 158Recursive Links 158


7/165

p7

ControlDraw Manual

ControlDraw Ltd

I ntroduction

ControlDraw is a diagram processor. It provides drawing tools, text handling functions and anintegrated database for the design, specification and documentation of Process Control Systems.With ControlDraw, hundreds ofdiagrams can be related each other through hierarchical links.

Diagrams become reusable objects in a model of a process.

ControlDraw provides the means to add data to the objects on the diagrams, for example instrumentdetails or equipment parameters for each instance of each object on a diagram. All of the model is keptin one database file.ControlDraw is a database so all this data is available for use in other packages - for example togenerate a database of instruments, or to build an Input output List or SCADA database derived fromthe drawings of the controlled process, or to create diagrams and statistics that you can use indocuments such as management reports or presentations during the project.

With ControlDraw you can:

Draw diagrams by dragging and dropping symbols and connecting them together. Note thatthese diagrams can be rich in data, so that they are meaningful, not just pictures.Build Models - hierarchically linked diagrams which you can 'drill down' from a high leveloverview to the smallest level of detail.Produce Specifications for any component in the modelInteractively build state matrix tables to define the dynamic behaviour of objects in your modelDraw a diagram once and then create multiple instances of the data associated with thediagram.Use Dynamic Simulation to illustrate and test your modelBuild libraries of re-usable modules or objects by using a Reference model.Store everything your project needs in a database that is tightly integrated with the diagrams.Keep a precise record of all changes as you develop the model through the Version ControlsCreate S88 Designs for Equipment Control of Units, Equipment Modules and Control Modules

Define S88 Equipment Independent RecipesLink your S88 Recipes to the Equipment at the Phase, Operation or Unit Procedure Level

ControlDraw provide a comprehensive and customisable database. It also includes a built in wordprocessor, in the Project Overview, the Project Description and the Class and Diagram Descriptionswhere you can enter unlimited formatted RTF text.

Sample models are provided, to illustrate modelling and also as a basis for reusable objects for yourapplication

The companion Print and Review programme provides tools for printing models and for recordingcomments during model development.

Click to see the Forms you use to operate ControlDraw

Learn about the Sample Models

www.urswriter.com is web site that provides information on specifying Process Control Systems

This Manual has been produced in part with ControlDraw itself, and a ControlDraw model contains themaster copies of all diagrams used in this manual.Fast-Help is used order to be able to generate the online, offline and old style help, and the manualfrom one source.

-o-

About the Help
http://www.urswriter.com/http://www.urswriter.com/http://www.fast-help.com/http://www.fast-help.com/http://www.fast-help.com/http://www.urswriter.com/


8/165

p8

ControlDraw Manual

ControlDraw Ltd

This is the Help file for ControlDraw 3

1 This help file is relevant to ControlDraw version 3.6.1193 , but If you find any deficiencies pleaseemail [email protected] Most of the documentation effort goes into this Help file, the Manual, the Start templates and theSamples.In case of updates you may find additional help in >Help >Version >History

3 You can use Use the Browse buttons above right to the read chapters of the help file.

The page you are reading is the page after the main contents4 Use Search to obtain a detailed alphabetically sorted list of contents

ControlDraw is designed to support ongoing development and indeed is often updated and improved.When you receive a new version, the changes from the last version are listed by using Help VersionHistoryAre there any features you would like to add and do you have any General comments?And PLEASE report any bugs you find.Please let us know by email to [email protected]

Also please check the Version history and the Known Issues page before reporting a problem.

Visit ControlDraw

-o-

Diagrams and Symbols

With Control Draw you can draw many types of diagram by using drag and drop methods in theDrawing Screen. A single file can include many hundreds of diagrams. And each diagram many haveVariants to make it multipurpose

All diagrams are made of Symbols that are connected by Signals.Symbols can also have a links to other diagrams

Each Symbol has associated text:A Tagname - up to 32chrUser Text - unlimitedObjectTag - up to 32chr - provides a link to a data set for each object and instance

The connections to a symbol have a number of properties: -They may have direction (They flow from an output of one Symbol to an Input of another)Each connection has a Signal Type, such as analog or digital.

Inputs may only connect to one SourceOutputs may connect to many DestinationsThe connections between Symbols must be compatible - for example an Analog output mustconnect to an Analog InputConnections can be modified using the Connections Control Panel

Like symbols, diagrams have properties, many of which are similar or identical.In fact a diagram can be viewed as symbol, which is a container for other symbols, and a diagram hassimilar modeling properties to a symbol. ControlDraw includes symbols and styles for the followingtypes of diagram.

Type Typical Use

Grafcet / Sequential functioncharts(SFC)

Sequential Logic,

SAMA Loops Modulating Control schemes
http://www.controldraw.co.uk/http://www.controldraw.co.uk/


9/165

p9

ControlDraw Manual

ControlDraw Ltd

Logic On/Off Control, Interlock Logic

Ladder On/Off Control, Interlock Logic

Procedure Function Charts (PFC) S88 Recipe Procedures

Process Flow Small schematic diagrams of the controlledplant

State Transition Unit State logic

System Control system network diagrams

Flowchart diagrams Software Design

Entity Relationship Systems Analysis, Software Design

Equipment Module S88 Equipment Module graphics and states

ControlDraw is not limited to this set of diagrams, since you can create your own sym bols to use as youwish, and you can define your own Drawing Types.

You can also mix the types in one page. In fact Control Draw makes no distinction between the diagramtypes - they are just a convenient way of selecting the set of symbols you want to put into a diagram.

The easiest way of seeing the available standard symbols is to use the Symbols Palette.

Using the Model Validation functions, the class of a page can be used to determine the class of objectsthat are allowed on the page.

See also Special Symbols

-o-

Hierarchies and Models

A Control Draw model is collection of diagrams with meaningful relationships between the various

objects on the diagrams, combined with a database.For example a model may comprise a hierarchy of objects, with one to many relationships betweenParent objects and their children. In Control Draw, models can be established and validated by usingparent - child relationships and by using the class of an object.See a diagram showing S88.01 Modelling with ControlDraw

Parent - child relationships

A model can have many pages, and relationships between symbols and pages can be established tobuild hierarchical sets of objects.Each Symbol can be linked to another diagra. This can be a Parent- Child link where a symbol has adiagram underneath it and the contents of that diagram are added to the symbol.

In other words you can have an entire diagram underneath each symbol.Another way of looking at this is that symbols can be containers for more symbols, recursively.

Each symbol and diagram has a Class propertyWhen a child page is created, the page inherits the class of the parent symbol. (Note however thatclasses are easy to change you may need to change parent or child later - the model review functionshelp to resolve this)

J ump LinksControlDraw does not restrict your model to a hierarchical structure however, you can use it as well toproduce flat models. And even to combine the twoLinks do not need to be parent child, jump links proved a way of linking diagrams to be able to follow

through a process or to see relevant information that is defined on another page.

Hierarchical models support Instances flat models do not.You can also define polymorphic diagrams to show generic objects which have variants in eachinstance.


10/165

p10

ControlDraw Manual

ControlDraw Ltd

ControlDraw includes model menu options which can be used to configure and validate a model.Data in a model can be divided into sections such as Process Cells or Units by using Streams

Please noteModel templates can be developed on a specific basis for individual clients.

-o-

ClassesAll ControlDraw diagrams and symbols are given a class.Class identifies the type of information a page or symbol represents and is significant in models, andthe database.A number of classes, heavily influenced by S88.01, are provided with the standard Control Draw library.You can see and modify the classes from the Data Views form.The class of a diagram is set when you first create a diagram, but can be changed in the DiagramDetailsThe class of an object is established originally by the Symbol that is first dropped onto a drawing, butcan be changed in the Symbol Controls.Each Class has a large number of properties, described in the section Class Settings.

Class is used for:Determining what data should be stored for the object and instances associated with a symbolEstablishing validation rules for the modelSetting hierarchical tag numbering rulesSetting Test Sheet optionsDetermining the drawing right click quick draw options

The Class of an object or page is an important aspect of a model, and so ControlDraw supports manyadditional features to help to manage the classes.

A toolbar button toggles the display of the classes of each object on the diagrams.Model rules that check the consistency of diagrams and links are based on the classes.Sequential Function chart numbering and dynamics are based on the classes

Class names must be unique.In order for data to be stored with classes they must be Included in Tables in the Data Design

-o-

Symbols

Symbol are objects which are connected to each other by Signals.A Symbol represents an Action, an Event, a State, a Physical item or a Processing function - or yourown idea.

Symbols have a number of properties:Those which identify the symbolTagnameObject tagsUser text

Those which affect their Appearance:PictureColoursSize and PositionText settings - format

Those which affect their position in ModelsLink pageLink Type

Class

Control Draw includes a large set of standard symbols. These can be dragged from the symbols paletteonto a diagram and of course copied and pasted.When a new symbol is added to a diagram the symbol gets the values for the following attributes from


11/165

p11

ControlDraw Manual

ControlDraw Ltd

the palette:

ClassFill coloursText styleText alignmentBorder styleShapePicture

Then you may alter the.position, the size and all attributes of the symbol using the Symbol ControlsThe Symbol details form provides a view of an object and it's connections.The Symbol Dynamics form allows you to enter and test the object expression, and to set the dynamicappearance of a symbol.Multi selectionYou can select several symbols by clicking them with the mouse by clicking them whilst simultaneouslyholding down the the shift or control key.Then you can change any or all of the properties of the selected objects or connections with a fewmouse clickSee also Special Symbols

-o-

Words and Text

ControlDraw provides many places where you can use words to describe and specify your model.The Project Properties includes Tabs for the Overview Words and the Detailed Text.This provides two documentation areas for the entire project. These can be printed when selected in theprint options form.These areas are stored in the ControlDraw model as RTF text.ControlDraw includes an RTF text editor - this is accessed from the File menu or the page text orproject details forms.

Note - you cannot save all the formatting that full scale word processor can apply into an RTFcompatible format, notably tables. However most table are better defined using matrices or queries sothat is not a problem.

In addition each Page, Drawing Object, Generic Object and Matrix has a User text field where you canenter as much text as you like. The fonts for the object text are defined in the Font Styles form.

ControlDraw objects have text fields.The Page Tagnames and the Object Tagnames are the most importantTag naming schemes are very important to engineers, and Control Draw supports these in a number ofways.

You can give a 32 character Tag Name is given to each Symbol which appears on the normal page.When you first drop an object on a page this is taken from the palette.A 32 character ObjectTag name is also given to each symbol, you use this to define the genericattributes of the symbol.

Additionally, vast amounts of User Text can be entered for each symbol.

The text can be displayed as either the Tagname only or the Tagname plus a number of lines of theUser Text.

The Toolbar or view menu give you control over how much text is displayed and printed.

The Drawing Controls or Symbol Details let you position the text relative to each symbol, or you can

drag and size the text independently of the Symbol locationThe Text Control Panel is where you can set the justifcation object text.Finally a 128 character Instance tagname can be given to each instance of each object in your model.Suppose you have 3 identical process streams, and all are tagged differently. You can draw the streamonce and then assign the equivalent tagnames to the parallel streams to the instance tags. If you have


12/165

p12

ControlDraw Manual

ControlDraw Ltd

a suitable tag naming scheme ControlDraw can (in future) automatically derive these tagnames fromthe model and your tagging schemes logic.Drawing Objects also have two Captions field. These provides extra 32 Ch text properties for eachobject. It can be entered from the Data Views or the View text only forms. This could be used forexample to define a Step message for each step in an SFC.

-o-

Pictures

Diagrams are not pictures, but they often contain them. A Symbol can contain a picture.The picture that is used for a Symbol is initially determined by the object you select to put on adrawing. However, you can change this to any other picture or to one of many shapes.Use the Picture Selector to select a picture.ControlDraw provides a large collection of useful pictures in the Pictures Folders, if you need other onesthen you can copy them from another application or create your own using the Windows Paintbrushprogram or any drawing package that can create Windows graphics files (bitmaps, gifs, metafiles, jpgfiles, icons)You can also obtain the Symbol Factory which includes a wide range of professionaly designed picturesthat are also compatible with several SCADA package. See www.reichard.com

Paste Special includes Paste Picture into selected Object. If you have just one symbol selected then youcan paste a picture into it.

As soon As you select a picture file or paste one in it is stored In the ControlDraw file.

You can change the Standard, User, and dynamic picture paths when you are in the picture browser. Ifyou open the picture browser to change an Object picture you can change the Standard or User picturepath. If you browse For a dynamic picture from the Object expressions form you can change thedynamic path. Note - If Embed pictures is Set (As per default) In File Properties Options then you canfreely change directories and browse for any picture from anywhere On your PC.You can make the picture in a symbol the Child Page Diagram (or Icon if one has been set) by checking

"Use Child Diagram" In the symbol Details.

ControlDraw stores a copy of each picture that is used in a model within the ControlDraw file. If youdelete objects from a model their associated pictures are not deleted, since they may be needed byanother object. Also pasting pictures in can produce excessive files sizes. The Embedded PictureManager can be used to resolve this.

-o-

Specifications

ControlDraw is intended to be used for writing specifications for Process Control systems.

Control systems have many diverse and complex aspects, and specifying them can involve manythings.So of course it can produce many types of specifications.

Requirements SpecificationsFunctional SpecificationsControl System Software SpecificationsInstrument SpecificationsValidation Specifications

Specifications have no value if you cannot test whether or not they have been achieved. An providedthat the specification was for a meaurable thing then a Spec written in CD should be able to generateall the measurable values you need for the 'tick box' test record. And a container that can alos hold the

necessary words and templates

The makeup of all specifications comprises some or all of the following elements in the model:

Words
http://www.reichard.com/http://www.reichard.com/http://www.reichard.com/


13/165

p13

ControlDraw Manual

ControlDraw Ltd

DiagramsMatrices

Object Specifications

-o-

Reference modelsReference models are modular standards. They do most of the hard work of ensuring standard designsare followed.A model can be linked to a reference model in the Project Details form.When linking an area model to a reference model :

The referenced diagrams and matrices are imported into the Area modelThe Area model classes classes, queries etc are synchronised to the reference modelSubsequently, changes in the reference model are automatically reflected in the area model.

The use of reference models enables large projects to be spit into several area models, and onereference modelWith a reference model you can manage a distributed project with a collection of separate ControlDraw'area' models files and a single ControlDraw 'reference' models.

The reference model contains the definitions of the Classes and shared modules, such as valves,motors, and generic mechanisms. Each model then contains a pointer to the reference model (in projectoptions) so that shared pages get their diagrams and matrices from the reference model.In addition, all queries and pctures defined in a reference model are imported to the area model

When an Area model has a reference model and you open the model you are prompted to update themodel from the reference model. This checks versions of the diagrams and updates newer ones.

Referenced diagrams have links to a diagram in the reference model. The link is made by selecting 'usereference page' in the diagram details form and then selecting from the list. These links are by page ID,so if you change the order of the pages in the reference model there is no problem, the links retaintheir integrity.When you make an external reference to a page then the page is replaced by a copy of the page in thereference model. This is done by copying the objects from the reference model to the current model.


14/165

p14

ControlDraw Manual

ControlDraw Ltd

This ensures that the related data is stored in the current model and that the current model retains it'sintegrity should it lose it's links with the reference model.When you open the page it is also checked against the reference model and updated if the referencemodel page has been updated.

If you make a page link to a reference model but then deselect use reference page, the page thenbecomes a normal page in the model, which you can edit.

NOTESAnother way to add a referenced diagram is to import it using the File Manager.If a model has ever been used as a Reference model then a tab appears in Project Properties, 'AreaModels'. This lists all the files that have ever been synchronised with the model. You can clear this listand then it will be rebuild one at a time when you synchronise an area model.

A reference diagram can contain links to other diagrams in the reference model. This means that thesediagrams should in general also be referenced in the area model. When you run a completeSynchronisation this can be done automatically.When synchronising referenced diagrams and the diagram has a child and that diagram is not is themodel, as well as removing the link, ControlDraw now warns that it has done so and lists the m issingchild pages.SetSymbol and CheckSymbol special objects that are in a Reference model do not work in the area

model.Workaround. Since these symbols do not instantiate, there is no loss if data. Look at the referencemodel instead. Exclude reference diagrams when printing and print the reference model separately.

How it worksEach Diagram, Symbol and Martrix in a model has a unique ID, and can also have a Reference IDwhich is used to point to the relevant diagram or object in the reference model. In addition they alsohave a reference version which is the version of the referenced object when last synchronised. A similartechnique is used for classesWhen an area model is synchronised the referenced diagrams are copied from the reference model tothe area model. The version numbers are used to detect whether the classes, referenced diagrams andobjects have changed and need updating.

See also Reference model Updating

-o-

Version Controls

A considerable range of version management and tracking options are provided automatically byControlDraw

ControlDraw also provides a Publishing facility whereby you can raise the Issue of a model and thenarchive it for subsequent comparisons.The Version History form provides a view on the history of changes and easy access to the Compareform.

Model VersionEach Control Draw file has an overall version number. This is automatically incremented each time thefile is opened for editing, then changed then closed. Note - this means that if you open and close a fileseveral times during an editing session, the version will increment several times.

I ssue NumberA ControlDraw file has an Issue number, having two parts, Major and Minor.The Major Issue is a number and Minor Issue is a letter, so a model has an Issue like 2C.

Issue is printed on all printouts.Diagram and Object Version NumbersControlDraw keeps a Version number for each diagram. This is the version number of the model whenthe last change was made. It is incremented once each time a new user edits the model.


15/165

p15

ControlDraw Manual

ControlDraw Ltd

Control Draw keeps track of the users of the system. When starting ControlDraw you are prompted toenter your name. This name is then stored with each diagram or object that you create or edit.

The same applies to individual symbols and database records

Comparing ModelsControlDraw provides a compare facility with which you can see all the differences between two models

Dates and UsersThe model itself and each diagram and object remembers the date when it was last changedThe name of the user who first creates a diagram is stored.The name of the user who last edited a diagram is also storedThe Print 'Changed after' function allows you to print only those Diagrams that have changed after agiven date.

-o-

The Database

A ControlDraw model is an Access database. ControlDraw2 models are Access 97, CD3 usesAccess2000, but can still edit CD2 (Access 97) Models.

The model is populated with records automatically as you draw diagrams, and then can then beenriched with further data with a few clicks in the the Database forms, and of course some data entry.

This contains the diagrams, the matrices and everything else.The Instances table records all of the occurrences of a particular Generic Symbol.This procreates the parent_child relationships in a drawing file to produce a record for all of theParent children paths. The Instances table provides the interface to the real world of instrumentationandoperators and system testing. For example you can generate lists of all of the points in a system as atest schedule.See also Understanding the ControlDraw DatabaseAnd Data Designer

-o-

Matrices

Control Draw provides extensive support for the generation, editing and saving of Matrix tables, forexample Equipment State Matrices.Matrices can be used in many ways. For example to define the states of a module, or to map theprocedural elements in your model into the physical elements.A matrix has Rows and Columns that can be derived from objects on the pages of a model, or manuallyentered.You can select which objects are included from the Columns and Rows Tabs in the matrix form.You can also manually add new rows and columns.

You can set the cells of a matrix using interactive State matrix run controls form.Matrices can be printed independantly, or they can be place on a diagram by using the Special ObjectSymbols matrix type. If placed on a diagram the matrix reflects the currentvariantPolymorphicDiagrams

The rows and columns for an empty matrix can be generated from objects on a drawing.


16/165

p16

ControlDraw Manual

ControlDraw Ltd

Matrix cells can show the dynamic states of the connected objects in drop down lists.Typically the Columns are Control Modules on an Equipment module page and the Rows are the stateson the page but many more configurations are possible.When showing a matrix, if a tag name of a symbol that is used in a row or column has changedControlDraw prompts and optionally changes the Row or column header to match the diagramtagname.Matrices can be used in many ways. For example to map the procedural elements in your model intothe physical elements.You can select which diagram objects are included from the Cols/Rows Tab in the matrix form.You can also manually add new rows and columnsThe rows and columns that are connected to symbols in the model are highlighted by colouring thebackground of their tagnames. Green indicates that the tagname has not changed, yellow indicates theobject is present but has a different tagname, and white indicates that the row or column isdisconnectedYou can also re-connect symbols or change the symbol to which a row or column is connected. This isdone by using the edit menu, or right clicking. and choosing Row Symbol or Column Symbol. You can

also use this to find what page the symbol is one, or its class.You must first select a single column or row by clicking the column or row header to enable the Row orColumn Symbol menus

Each matrix is stored in an Access table named tblMx# where # is an automatically assigned number -which means that the column names should follow Access field naming rules.object-naming rulesThey can include any combination of letters, numbers, spaces, and special characters except a period(.), an exclamation point (!), an accent grave (`), and brackets ([ ]). Note that you also can't useleading spaces or control characters (ASCII values 0 to 31).

-o-

Tag Naming

Each object in the system is identified by a collection of tagnames.All tagnames are optional. The more you use them the more powerfull the model and the morestructure you need.

These areThe Symbol TagThis is the tagname as it appears for each symbol on a diagram. t

Note that some text positioning allows for splitting the tag name as is often seen on P&I Diagrams

The I nstance TagInstance tagname provide a means of identifying each instance of the objects in a modelAn S88 oriented structure might be


17/165

p17

ControlDraw Manual

ControlDraw Ltd

Area.Unit.Equipment Module.Control Module.

See also RealTagsThe Obj ect TagSee Object Tags

Page Tags do not have to be unique even on one diagram.Object Tag have to be unique, Globally, so one object tag can only exist in one Class.See also Tagging and Numbering

-o-

Update Policy

ControlDraw software is intended to improve continuously. There are frequent updates and these aremade available to all licensed users. The updates are made available when a new feature has beenadded or improved - these releases are rolled up with bug fixes.Reverse and forward compatibility between versions and models is maintained over a 1 year reverseperiod and 3 year forward. That means that a model can be edited with a 1 year old version of thesoftware and with the current version of the software in 3 years time.

Please note however that an older version of the software will not support newer features, and a modelthat has been created with a newer version and then edited with an old version may not retain settingsthat were created with a newer version.At some point it may be that a new version is released that does not maintain reverse compatibility, soPrevious versions of the software may not work with models edited with the new version.If that happens:ControlDraw will inform users in advance, typically via statements on the Web site.ControlDraw will continue to maintain the last version for licensed customers.In this case maintain means fix bugs, and this will only be done for 15 months after the release of thenew version

See also complete update

-o-

Support

You can obtain free support by email for ControlDraw for one year after registration or as covered byyour support contractYou can email any questions/suggestions to:

[email protected]

Please visit our web site where the latest updates are available to licensed users

www.controldraw.co.uk

-o-

Printing

Everything in ControlDraw can be printed.This is done with a separate program, Print and Review. (New help file and manual on the way)There are a number of printing options that you can select to determine the content of your projectpublication. These are set from the Print Layout options form.Here you can choose:

The fields of data in the model that you want to printWhat text to printWhat diagrams to printWhat matrices to print


18/165

p18

ControlDraw Manual

ControlDraw Ltd

What data to printIn addition there are several options that control how each section is printed, and page breaks.

-o-

Signals and Connections

Connections in ControlDraw are represented on the page as a line connecting two symbols, howeverthey are much more than just lines they are Signals.When you move a symbol the line moves to keep its connection to a symbol.You can choose the Connections style for each connection.In dynamic mode, signals can carry data from one object to another and may have their appearancedetermined by the value of a signal. Signal have a data type.

Signals define the initial way these connections are drawn. Each signal is assigned a Line style, arrowsand a connection routing method from the Signals FormNote - you can change these appearance aspects after you have created a connection, using the

Connections Toolbox, but the signal remains the same unless you change it using th Symbols form.

Two connected symbol can be on separate diagrams. If this is the case a Connection pointer isautomatically created, containing the textSymbol tagname / Connectionname and 'On Page' Page no.

Double click a line and if it has more that two segments each segment that is not at an end of the lineshows a number in the middle. You can drag this to move the connection segment.Also there is a button in the line controls to make a line orthogonal.If a segment is nearly horizontal or nearly vertical then click this to make the segments line up.

You can change the symbol to which a connection is made by dragging an end point onto another

symbolSee also Connection Controls


19/165

p19

ControlDraw Manual

ControlDraw Ltd

-o-

Child Links

Symbols on a diagram can be linked to other diagrams as parents.Child pages are diagram which are linked to a parent Symbol.Symbols on Child diagram may themselves have further diagram underneath them.One child diagram may belong to several parents. This is done by attaching the parent symbols to theparticular diagram - this uses no extra file space and provides Control Draw with the ability tosubsequently count and populate the database with all instances of the Symbols objects. Thus, forexample, if an object such as a Control Module occurs many times, the Control Module need be drawnonce only.

The presence of a child diagram under a symbol is indicated by a rectangle next to the sym bol, and anumber (the child diagram number).

Note - in fact a page is just the same whether it is a child or not. It is only the child property of symbol

in a page that makes a child page instance exist.

Setting the parent child linkThis can be done at various time with Control Draw. It is possible to draw all the pages and then linkthem with the Link page selector , or to create each new child page from the Link page selector

The line colour and style of the child highlight box are set in the PreferencesOptionally the actual child drawing name can also be displayed, by selecting View Child Name from themenus

It is possible to nest drawings under drawings almost indefinitely, subject to overall Windows memorylimitations. However, the Control Draw is limited to 8 levels in certain functions such as the Database

instance class fields.It is highly recommended that you do not exceed this number of levels in your drawings

-o-

Polymorphic Diagrams

Each diagram has a 'Polymorphic' property. This is optional, it is set in the Diagram Details form.When set then a Selector panel appears at the top left of the diagram. As you select a variant it isshown on the diagram window,in both ControlDraw and the Reviewer.

Polymorphic diagrams are diagrams that have Variants - diagrams that do not have all the contents ofthe master version or that have different tagnames.An exclusion variant of a diagram is a subset of the master diagram, a Tagname variant uses differentnames for the objects. The two variant types can be mixed in one variant on a diagram, but a singlesymbol is either excluded or has a different tagname.Parts of the contents of the master diagram can be switched off in a Variant. For example some of theequipment modules in a Unit may not exist in a particular instance of the Unit. You can define a

diagram Variant to show this. This means that you can draw a 'superset' diagram that covers all thealternative configurations of the particular type of object that you are drawing and then define viaVariant tables the alternative versions of the unt.Also a symbol can have a different tagname in a variant.Variants cascade into the database build functions.


20/165

p20

ControlDraw Manual

ControlDraw Ltd

In the parent objects of a Polymorphic diagram you can select which variant of the diagram to use. Ifyou select a Child diagram that is polymorphic then ControlDraw prompts with a list of the pagevariants. You have to enter the variant number that you wish to use, or 0 to use the master, which hasno objects excluded.

Exclusion, Tagname or Child Var VariantsThere are three types of Variant object

Tagname

Variant Tagnames are alternative tagnames to be used for the symbols on a variant.ExclusionA Variant not not contain the objectNote A Variant cannot be excluded if is has a Tagname, so in order to exclude a variant that alreadyhas a tagname you must clear the tagname first.Child VarYou set the variant that is linked to an object in a variant.This option lists only objects that have linked pages. If the page is polymorphic then you can choosefrom a drop down list in the cell which variant in the child page is used in the variant of the parentpage. If the child page is not polymorphic then you cannot edit the cell.You do not need to make diagrams with multiple copies of objects in order to be able to select differentchild page setting for objects.

When in Tagnames mode, you can use "." to hide the Tag and child link, or "," to hide just the childlink, so you can create a variant without all the clutter of links and tagnames, for example for Graphics.The list in variant tagnames shows these by colour.You can use Variants Special Symbols to display all the settings on the diagram

-o-

Associated Matrices


21/165

p21

ControlDraw Manual

ControlDraw Ltd

A ControlDraw diagram can be associated with a matrix in one of two waysThe First is the Page matrix - each row of this matrix contains dynamic values of selected diagramsymbols.

The Second is the Set State matrix. this is used by the Special Object, SetMxState.This is a special sort of Transition for use in Grafcet and PFC Phase diagrams.When this object is dropped onto a diagram or double clicked, you are prompted with a list of the statesin the Set State matrix that is associated with the page.Typically you would use this when drawing an equipment phase diagram. You build the Equipmentmodule and then animate it, or at least create a state object or a row in the Equipm ent module matrix.Then you can make the steps of a sequence set the EM into EM states by picking from a list.

These associations are set in the Diagram Details

-o-

SFC / Grafcet Phase Features

See also SFC Draw, a more advanced way of drawing SFC's

SFC diagrams have a special right click menu


22/165

p22

ControlDraw Manual

ControlDraw Ltd

These greatly speed up SFC development.Right Clicking a step in an SFC shows a SFC item in the right click popup menu.In the SFC sub menu you can"Insert Step/Trans Below "- this adds a step and transition between the selected step and it'ssubsquent transition, and moves the subsequent steps and transitions down to make room."Insert Branch Step" - this adds a branched step and transition"Delete Step and Preceding trans" removes the step and it's preceeding transition.If no page set state matrix is selected the next menu shows "No Page Set State Matrix, Click to setone"Otherwise the menu shows "Set State Matrix step" with a tick if the step is a set state type one.Clicking then prompts "Change this to a Set State Step?" or "Change this to a Normal Step?"

"Sequence Numbering" calls up the Sequence Numbering form

-o-

PFC Procedure Function Chart

This is a type of diagram that represents an S88 Recipe procedureSymbols are explained in the S88Reference.cnd model.PFC editing functions are similar to the SFC functionsIf you select and right click on a phase then Choose 'insert below', a new phase is inserted in the chart

For the PFC menu to appear the class of the object should have Test Table Type set as Step/Trans inthe class design for the objects class.

-o-

SAMA Diagrams


23/165

p23

ControlDraw Manual

ControlDraw Ltd

SAMA diagrams are used to represent control loops and logicThe standard presents symbols and a diagramming format for use in representing, primarily, controlloops.SAMA types in ControlDraw do not strictly follow the standard, but it could by adding new symbols,some are provided in the sample modelsThey are similar to Function Block Diagrams

-o-

Logic Diagram

Logic diagrams show typically logic using symbols for boolean operators such as AND, OR etcIn ControlDraw such diagrams can be run in simulation mode to test the logic.

In Run mode the logic can be seen executing


24/165

p24

ControlDraw Manual

ControlDraw Ltd

-o-

Process Flow Diagrams - PFD

You can use ControlDraw to produce Process Flow diagrams that include data such as materials, minand max pressures etc. There are at least 2 ways to do the, by using Symbol Data or a Matrix.The PFDExample.cnd model shows how it can be done.

Using Symbol Data

Using a matrix

-o-

Process Flow Diagrams ('P & I D')

Process Diagrams with ControlDraw are generally a simplified P&ID type diagram, suitable for a PCSGraphic

See Also Unit Diagram and Equipment Module Diagram and Process Flow Diagram - PFD
http://www.controldraw.co.uk/http://www.controldraw.co.uk/http://www.controldraw.co.uk/


25/165

p25

ControlDraw Manual

ControlDraw Ltd

This is another type, in this case using typical P&ID symbols but showing something that P&ID's neverdo - the states of the equipment and their settings.

Most Real P&ID's are much more intricate and have many things shown on them that are not importantin the context of controlling and operating the plant, for example contruction details, pipe codes, vesslenozzle sizes and so on. And they cover a larger part of the process, for example one may contain thephysical equipment for one or more units and resources.They have their place, but when it comes to a modularity they are too big. They are also too big foroperating graphics - you need a huge screen for a start. And within one typical P&ID there will beseveral Equipment modules, Control Modules etc and little apart from notes about the functionality.One typical P&ID translates to 5 or more ControlDraw process flow type diagrams (20 may only require50 or less).ControlDraw also supports higher level Process Flow diagrams that are more like Process Flowsheets,they show only the major equipment items that are often on one P&ID.


26/165

p26

ControlDraw Manual

ControlDraw Ltd

-o-

Unit Diagram

This is a type of diagram that represents an S88 unit, it's Equipment modules, Control Modules and thephases it can run.

Symbols are explained in the S88Reference.cnd model.

-o-

Equipment Module Diagram

This is a type of diagram that represents an S88 Equipment modules, it's Control Modules and (if


27/165

p27

ControlDraw Manual

ControlDraw Ltd

allowed) the phases it can run.Symbols are explained in the S88Reference.cnd model.

-o-

State Transition Diagram

These provide a very clear represention of the behaviour of simple state oriented systems.In ControlDraw these diagrams are animated in Run mode

-o-

Forms By Function


28/165

p28

ControlDraw Manual

ControlDraw Ltd

Diagrams and Objects

The Login Form Set user name, startup and basic operating modeThe Main Screen the main operating formDiagram List and Toolbar Shows all the diagrams in a model in list form.The Page Browser shows thumbnail images of the diagrams and can be used for navigation andsorting.The Palette Symbols are dragged from the symbols palette onto a diagram.

The Diagram Details form is where you can set all the properties of a diagram and write adetailed descriptionObject Details Form the details for a single objectThe Page Text form enter formatted text about diagrams, classes and the model itself.Project Details Form to view and edit information on the project.The List View shows diagram symbols in a list and allows undeletingView Text Only lists and allows editing or text and Captions for objects in a modelThe Matrix Form provides the means to define tabular data such as state matrices for units andequipment.

Toolbars and Popups

The Main Toolbar This toolbar contains the short cuts to frequently used functions.The Diagram Mode Toolbar Controls how the mouse works on a diagram, display and sizingSymbol Controls is where you can set the appearance and content of a diagram object.Connection Controls is where you can quickly set the appearance and signal type forconnections.Group Controls align and set the properties of groups of symbolsLink Page Selector add, remove or change the Symbol to Page linksPicture Selector with this you can select pictures for objectsShape Selector Choose a shape for an objectFonts All fonts used in diagrams and tables must be defined in styles, this is where you setthemSignal Styles define and select from as many different line styles as you need,

Paste Special Import pictures, text, groups or tables of data from another Windows program.Or copy objects from the open model as clones.Global Find and Replace Copy the setting of one object to other objects anywhere in the model.Text Control tool is used to set fonts and text justificationDescended object Linker is used to set links between higher level parameters and lower levelones

Database Forms

Data Designer allows you to define data to store beyond that which is shown on a diagram.Classes and Data Build provides tools to populate the databaseData Views provides tools several tabular views of the data in the model.

Show Symbol Data shows the data stored with a particular symbol and it's instances.Database Tagging and Numbering automatically sets Tagnames and Instance 'Real Tag's for theobjects in the modelObject Specifications shows the Object and Instance data associated symbol on a diagram.

Revision management

Publish and Backup Raise a revision or make day to day backups, as this also compacts themorelCompare Show the difference between models

Maintenance

About This shows the version of the program and the user data.The File manager maintain your models and import from one model to another.Model Review provides several ways of looking at the structure of your model and somecorrection facilities


29/165

p29

ControlDraw Manual

ControlDraw Ltd

Tools Utilities Set the default modes, by removing unused pictures and connection points etcEmbedded Picture Manager Shrink embedded pictures, delete unused ones and create rotatedversions.Diagram Sorter Re-order all the diagrams in a model by various methodsRegistration How to obtain a license.Global Find and Replace

States, Dynamics and Procedures

Matrices provides the means to generate tables such as unit state matrices.Sequence Numbering SFC step and transition numberingSetSymbols and CheckSymbols Set up Special Objects that refer to other symbol statesRun Mode controls provides control when running a diagram dynamicallyObject Dynamics set the dynamic properties of a symbolExpression Builder set the VB Sript for an objectSignal Dynamics control the dynamics appearance of the connections when running diagramsdynamically.State Matrix run controls set or save the state if the symbols to a row in the matrix.Procedure Charts provides the means to generate tables such as unit state matricesCalculation Symbols have an editor for writing and testing calculationsCalculation

-o-

Login Form

When you start ControlDraw you have to provide a user name. This is then used to track the developersof the model.Each object (diagram, symbol, data design record, matrix) records the name of the user who firstcreated it and last edited it.See also Version ControlsThe first time the user name defaults to your Windows Logon name but then remembers the last entry.

You can choose to start in the file manager or reload the last project.Simple MenusThis provides a reduced set of menus and functions for beginners and stops some messages.Show Training TipsCauses informative messages to be shown as the user works with ControlDraw

-o-

Tip of the Day

The Tip of the Day form loads at start-up but you can disable this with the Show At Start-up checkbox.You can also show the tips by selection from the help menu.Once you have seen all the tips, they start again.You can reset them too so that they start again.In addition, if you have Training messages then these are also reset to show again.


30/165

p30

ControlDraw Manual

ControlDraw Ltd

-o-

The Main Screen

This is the main operating form, with a model loaded.It is a multi window form with a Diagram list window, a diagram window if one is open and the textwindow.Click an area for more help

Window stylesUsing the window Menu there is a choice of Multiple and Single window styles.In Single Style (Default):ControlDraw fixes the list of diagrams on the left of the workspace, and sizes the diagram to fitthe space between the list and the right hand side of the workspace When this is selected youonly have to click once on the list to open a diagram. If you do not select this then you mayhave several diagram opens at once, this is useful for working on a collection of sim ilar orrelated diagramsIn Multiple StyleYou can open many diagrams at the same time.Diagrams appear in the same position they did last time

-o-

The Main Toolbar

This toolbar contains the short cuts to frequently used functions.Click on a description for more help


31/165

p31

ControlDraw Manual

ControlDraw Ltd

-o-

The Diagram Mode Toolbar

The Drawing mode toolbar Controls how the mouse works on a diagram, display and sizing

You can move single symbols or groups with the cursor keys. Hold down shift and a cursor key to movethe objects in larger steps.

With a single object hold down Ctrl and a cursor key to change the size of the object. Note - Escapehides the Symbol Toolbox if it is showingNote Creation Mode is set by clicking the Drag to Create Note button, then afer you drag across thediagram you can enter the tagname and text.

-o-

Diagram List and ToolbarWhenever a model is open, the List of pages window is open.You can navigate your model and see the diagram class and Tagnames here along with whether thediagram is Polymorphic and it's status.


32/165

p32

ControlDraw Manual

ControlDraw Ltd

You can open up a number of diagram pages in the model by double clicking in the page list or byclicking the Open ButtonWhen you add a new page from the List of pages it is inserted after the current page and it adopts theclass of the current page.If running multi user and another person is also editing the model then you can only insert at the endand you cannot delete diagrams.Click an area for hepl

The form has a right click menuReplicate Diagram

makes a copy of the currently selected diagram

Synch Referenced DiagramsPrompts to synch all or only changed diagrams.

Synch Referenced from hereSynchronise diagram starting with the current diagram, so for example if you haveSynchronised diagram up to 50, then stopped, you can continue from diagram 50.

Find DiagramThis does a forward search for diagrams whose name includes the string you enter.

If a diagram is both locked and referenced this is shown in the list of diagrams by having the relevantcolours in the first and second columns. Also if a diagram is read only it is now shown 100% size andnot scrolled, if not read-only the last zoom and scroll are used.See also the Diagram sorter which provides a more powerful way of setting the order of the diagrams

-o-

The Diagram Window

See The Diagram Mode ToolbarClick an area for help


33/165

p33

ControlDraw Manual

ControlDraw Ltd

ShortcutsYou can move single symbols or groups with the cursor keys. Hold down shift and a cursor key to movethe objects in larger steps.Note - presss Escape to hide the symbol controls firstWith a single object hold down Ctrl and a cursor key to change the size of the object.

You can swap two symbols by dragging one onto another.If the symbols are of a different class, start dragging then hold down shift before dropping.

-o-

The Page Text form

You can use this to enter formatted text about diagrams, classes and the model itself.Buttons on the form is position it above or below the diagram or below the list of diagramsYou can also change the setting in Tools Utilities where you also hide the text formThe text is stored as RTF (Rich Text Format), compatible with Wordpad.You can alternatiively use the RTF Editor to edit the text.


34/165

p34

ControlDraw Manual

ControlDraw Ltd

-o-

Project Details

This form provides a number of tabs to select different aspects. Click on the screen shot for moreinformation.

Base model is the version number of the Default ControlDraw model when the model was created.If this is less than that of the current start database then when you open the modelyou are only prompted to ask if the model should be updated.Watermark is printed diagonally across the page when printing with the reviewer.You can select or de-select a Reference model from this form.

-o-

Project Words

In the Overview and Detailed words tabs there is a field where you can enter unlimitedformatted RTF text.This provides two documentation areas. these can be printed when selected in the print options form.These areas are stored in the ControlDraw model as RTF and can be edited in place or by using the RTFEditor.You can either edit the text in Situe as shown below or you can clickRTF Editor button to open the text in the built in word processor.

You can copy and paste the text to and from your word processor, with limitations (no tables).


35/165

p35

ControlDraw Manual

ControlDraw Ltd

-o-

Project Options

This is where you can select a reference modeYou can also set many settings that determine the appearance of diagrams etcSee also Cross Referencing Clones and PFC Options

NoteSome optional settings, such as Show Clones can now be set for each diagram.The Page Details form now has a new tab Page Settings where you can set them

-o-

Project Users View

This view provides a way to see information on who has edited the model, with options to see

summaries and details.


36/165


37/165

p37

ControlDraw Manual

ControlDraw Ltd

Whilst this is possible (using the menu's in the Palette) this is not recommended at present (a futurerevision may allow this.) The reason is that the Palette, which is stored in cdPallette.mdb, gets updatedwith some new releases of ControlDraw and so if you changed it then a new release would lose yournew symbols.However it is no problem. Just create a model, then make a symbol that has the properties that youwant. Then you can run two instances of ControlDraw and copy and paste between them.In fact you can use such a model as a reference model as well. Take a look at Milkshake3.cnd orMPPH3.cnd sample models and you will find a diagram called Standard Symbols, at the end of the listof diagrams. These are defined in the reference model (S88Reference.cnd) for those projects.You can in fact change the palette in Tools Utilities so you could copy the standard one and point toyour copy, and then change it.See also Special Symbols and Number Automatically

-o-

Page Browser

You can now force the diagams when doing a complete rebuild to show or hide the classes, object tagsand captions, overriding the settings for each page. (new buttons not yet on image below)

Printing - prints the diagrams at the size you have selected in the drop down list, previewing first.


38/165

p38

ControlDraw Manual

ControlDraw Ltd

Reference diagrams are now shown with a green border in the Page Browser.

View Zoom Scale Drop Down listSets the size of the thumbnail imagesDrag to change OrderYou can select a single diagram or a contiguous group and drag to change the page orderRight Click a Diagram

To view full size, or to open or delete a page.RebuildWhen using the Reviewer ControlDraw uses Cached images of the diagrams. Some actions, such asglobal changes may require that the image be loaded and redraw.Page Browser Rebuild forces all the diagrams to redraw by opening each page redrawing and thenclosing.Sometimes this may be necessary after you have made global changes but not opened and closedevery page.It also puts all diagrams to 100% unscrolled

-o-

The Outline form

Each page in the model is shown with it's descendant pages indented.You can click on the + and - icons to expand or collapse a level.Icons for the objects on each page are shown provided Include Objects is checked.you can double click on to go straight to the object details page.When Include repeated pages is checked all pages are searched down the hierarchy. Otherwise a pageis enumerated only the first time it is encountered and subsequent instances are shown with a * prefix.Include jumps makes the view also include pages that have Jump links

Clicking on a page name will open that page. This form remains open so you can hop between diagrams

If Parents is checked the form shows the Parent diagrams


39/165

p39

ControlDraw Manual

ControlDraw Ltd

-o-

Symbol Controls

When a symbol is clicked an the Object Controls are On. See also Symbol DetailsYou have complete control over the position of text that is associated with each object.If you just select one of the nine standard positions then ControlDraw will work out the positionsYou can select text positioning mode from the diagram mode tolbar and then drag and drop the text toanywhere you like.It is generally not recommended to have objects that have no tagname but do have user text. The only

time this should be used is for notes, when the text is inside the symbol.


40/165

p40

ControlDraw Manual

ControlDraw Ltd

Notes on Text sizingThe Size to content on the Object Control panel works as followsIf there is a picture in the object then the object is sized to the pictureIf the tag and text are inside the object then the object is sized for the tagname and the user text.If the text is user positioned the button has no effectThere is an option in Tools Utilities to control the text sizing - "Text Height Correction" and "Text WidthCorrection". These values (in twips) are the amount by which to increase the size of text boxes beyondthat needed on the screen to account for scaling differences with printers that could cause some of thetext to be hidden. If you find that parts of text are missing then increase the values.

See also Tag BalloonsSee also Text edit keys

-o-

Tag Balloons

You can set the tagname to appear separately from the object in a variety of shapes. You can then dragthe tagname to position it relative to the object. Tag balloons are auto sized and split the first lettersbefore the number part and the remainder.Tag balloons are set from the object controls, using the menu from the bottom right button or by Ctrl-T.(Replicate copy object and instance data has been moved to the object controls menu)When you use a balloon tag the symbol text is then set to the right of the balloon and auto sizes, butwill stop autosizing if you manually set the text position.The position of the tag balloon is stored relative to the object so you can use Copy and Paste Objectproperties to set other tag balloons the same - just click the Appearance button in Paste Objectproperties.


41/165

p41

ControlDraw Manual

ControlDraw Ltd

-o-

Text Control Tool

When in Allow text placement mode the single text toolbaris shown when you click on a text field (Tag or User text)You can align the text, change the font andsize the object to fit the text

When you have selected a symbol then the double text toolbarappears. You have to choose whether to apply the changes tothe Tag or the User text.


42/165

p42

ControlDraw Manual

ControlDraw Ltd

-o-

Link P age Selector

This form is where you add, remove or change the Symbol to Page links.A parent child link in ControlDraw 2 work's in exactly the same way as it did in ControlDraw1. That is tosay that every reference in ControlDraw one to another page would cause an instance of that page andall the objects in a page.An extension link will include the objects on the extension page in the database for the page and it's

descendants. Effectively it is just makes the original page bigger.A jump link does nothing in the model, but you can use jump links to make navigation easier for theuser.When a page is created as a child of a symbol it inherits the class of the parent symbol.The same form, but with the buttons changed, is used for other Page selection functionsNote - until you have chosen the link type (parent, jump or extension) the link select and create newbuttons are disabled.You can also use the Symbol Controls and Group Controls instead of Add New

-o-

Connection Controls

Connections in ControlDraw are represented on the page as a line connecting two symbols, howeverthey are much more than just lines they are Signals.When you move a symbol the line moves to keep its connection to a symbol.You can choose the Connections style for each connection.

Signals define the initial way these connections are drawn. Each signal is assigned a Line style, arrowsand a connection routing method from the Signals Form


43/165

p43

ControlDraw Manual

ControlDraw Ltd

You can change these appearance aspects after you have created a connection, using the Connections

Toolbox, but the signal remains the same unless you change it using the Symbols form.Two connected symbol can be on separate diagrams. If this is the case a Connection pointer isautomatically created, containing the text

Symbol Tagname / Connectionname and 'On Page' Page no.

NOTE - In order to select and move connection points you must have selected the right mode - seeDrawing ModesYou can move connection ends by dragging them with the mouse.If you move the end of an auto-routed connection, then ControlDraw calculates a new route dependingon the side of the object and the position along that sideIf an auto routed connection is changed by dragging and dropping the points in the line (not those atthe ends,) ControlDraw automatically registers the link as a manual polyline connection.

With a manual link the position of the points can be individually moved, except that end points stillmust be on one side of or inside the object they connect to.You can delete points in a manual connection by dragging one and dropping it on an adjacent one.You can add points to a manual connection by dragging one of the points that is half-way along asegment

In dynamic mode, signals can carry data from one object to another and may have their appearancedetermined by the value of a signal. Signal have a data type.

Vertical - Horiz -Vertical and similar types, these now longer revert to manual if you edit them. Andyou can drag the corners and the entire segment moves.

Another new Style, "Auto Route avoiding objects"

-o-

Group controls

This form appears when you select more than one symbolYou can use it to set the properties, such as appearance or class, of many symbols with a few clicks.Pressing delete when the group toolbar is shown deletes all selected objects. Undo from the main

toolbar restores themTiip: Press excape to close the form and then the Left/Right/Up/Down keys move the entire group, andholding down shift at the same time increases the movement by a factor of 10


44/165

p44

ControlDraw Manual

ControlDraw Ltd

When using the Group form to space evenly in the vertical plane the size, the user text is accountedfor, improving for example SFC steps and transitions where the text is outside the object.The form also includes a menu,Arrange in Rows or ColumnsThis simply puts the selected symbols in rows and columns. The spacing is set to the widest and tallestsymbol plus a bit and the with the top left set to the leftmost symbol and the topmost symbol .You are prompted for the number of rows or columns, with a default that makes the number of rowsand columns about equal. You are also prompted for the order.Centre all connectionsIf the group includes connection links, this will place all the connection points at the mid point of theside they are on.Change Clones to Masters and Change Clones NormalIf there are any clones in the group you can make them the master, making the existing master into aclone, or make them normal, so disconnecting from the existing masterHide and Unhide All TextAffect the User Text visibilityCreate/ Link Child DiagramsThis will create child links to pages that have the same name as the selected symbol, and if necessarycreating new pages. This is much faster than using the Select Link form.Change Class toYou can now set the class of objects from a popup menu for Included and Non included classes.

-o-

Symbol Details Form

This form shows the details for a single objectIn the Object Data tab you can seen the first and last authors, version number and the type.The Connections tab shows the connections to the object in a table as boxes around the symbol. Thesymbol can be viewed at a number of different sizes for convenience.The Align to Grid button forces allthe connections to the grid.You can move connection points by drag and dropYou can add and delete connections

When you try to delete an object connection from the symbol details if the connection is used in theSymbols Script you are prompted that the connection is used in a script and can back out.Multi line connection names can be created in the Symbol Details Connect points grid. Ctrl_Entercreates a line breakOrder by Posn sets the order of connections in the Connection points grid according to the position


45/165

p45

ControlDraw Manual

ControlDraw Ltd

rather than Dirn, Name, Type.See also Symbol Data

-o-

Diagram Details Form

This form shows the details for a single diagram. Details include the first and last authors, versionnumber and the diagram type.

Each diagram can be associated with a specific matrix. This matrix is then automatically selected inthe Matrix form.

You can make a diagram polymorphic by setting the polymorphic checkbox

You can lock pages so that they cannot be edited.The change history option shows the changes made to the page after page locking was started.You can delete all the unused connections the symbols on a diagram..Change Tracking - Lock DiagramOnce you have locked a diagram then if you unlock it ControlDraw asks"Do you want to track the changes and then relock "If you answer Yes, then the diagram is unlocked and opened immediately. Right clicking will show amenu option "Show Changes since UnLock ". This brings up a form where you can enter a description ofthe changes. You can also get ControlDraw to list the main changes to objects by clicking the ListChanges button.When you close the diagram the same form appears, but closing it gives the option to add the changedescription to the model history.The diagram is also relocked.


46/165

p46

ControlDraw Manual

ControlDraw Ltd

-o-

Copy and Paste Properties

You can copy the settings of a single symbol using the button in the symbol controls.Once you have done this you can make any other symbol or group of symbols the same by using Paste

Symbol Properties - in the symbol or group controls otr with Global Find and Replace.Then you will see the Paste Properties form where you can select which to paste.The Appearance, Class/Object, Link and Dynamics buttons provide short cuts to select the relevantsettings,Paste with connections also copies the connection points into the target symbols.

The Paste data button will paste the Symbol data from the copied object.You can see the saved values as you move the mouse over a field

-o-

Data Design

When a model is first created the database is minimal.You have to use Build the Tables in the Data Design form below. This creates all the tables and queries

that are need for a data rich model.The Fields tab is where you define the data to be associated with objects and instances


47/165

p47

ControlDraw Manual

ControlDraw Ltd

Build the tablesUpdate the database tables to the design.

The Numbering and Rules tab is where you can define rules for each classNote - the standard ControlDraw reference model has a good collection of rules and field thatyou can us

The check box 'Extend Parent' makes a class transparent so objects with that class create no instancesand any child instances ignore the object thus making them tag as it they are on the same page as theobject.Note - if this is set then all other options are greyed out as they will have no effect

See also Test Sheets

-o-

Classes and Classes and Data Build

Lists all classes and provides buttons to populate the database object and instance tablesThe form provides tools to populate the database and to set the values of Derived fields. It alsoprovides the ability create and edit classes.See the Data Designer for details on thisSelecting a Class and then clicking Class Data shows the Object and Instance Data for the class.


48/165

p48

ControlDraw Manual

ControlDraw Ltd

Note - in general hierarchical tags are not required provided good RealTag rules are established.Using hierarchical tags increases the model size.

-o-

Data ViewsThis form provides views of the data in the model, and some views that cross reference objects in themodel.You choose which data you want to view or change with the tab selector.In general you can click a column header to sort by that column. In some views can use the Filter byselection button to reduce the displayed data to just that where the column contains the same value asthe last cell you click on before filtering. Double clicking on a diagram number opens that diagram.

You can use the Filter by selection button to reduce the displayed data to just that where the columncontains the same value as the last cell you click on before filtering.

Tab EffectObjectTags Lists all the ObjectTags in the model.Instances Displays all the Instances in the model with their RealTags and External

TagConnections by Page Lists all the Connections page by page in the modelAll Connections Lists all the Connections in the model


49/165

p49

ControlDraw Manual

ControlDraw Ltd

Objects and Symbols Summarises Generic Objects and Page TagnamesQueries More views including user defined queries, counts and summariesDiagrams List all the diagrams, you can also set their Locks and Review status all at

onceCalculations and SetSymbols

Shows the Locations for Calculations and Set States Symbols

Set Matrix Steps This lists all the Set Matrix Steps and the diagrams they are on.Clone XRef Shows a table of all clones identifying the Page containing the master and

the pages containing the clones

Inherited Fields See the dependencies - the fields that are set by values Inherited fromtheir parent instances

-o-

User Queries ( Favorites)

Favourites are queries into the model, listed in the Data Views queries tab

Some come as standard with the master database.Any Favourites in a reference model are imported when the model is synchronised.

And you can add your own using the Query Design form, which appears when you click New or Edit

-o-

Object and I nstance Data

This form shows the data in the model.You can also use it to Compare and Import data from another model

You can in DataDesign define Special Default values for the fields, these are explained in AutomaticallyFilling Instance Fields

You can select a number of rows by dragging and then fill the field with a string of value.Add %n for a incrementing fill of n charactersAdd /m for start at one after m entries, \m for increment after m entriesStart with [Hex] for hex, [Oct] for OctalThe fill format is remembered for each column heading


50/165

p50

ControlDraw Manual

ControlDraw Ltd

Examplesc%1\8 One digit number, Increment after 8 - eg 8 channel PLC IO Card[Hex]%2/16 Two digit number, Increment each, hex number - eg 16 channel PLC IO channels

-o-

Show Symbol Data

>Database >Show Symbol Data shows the data associated with the symbols that you click on. You canshow the Symbol Data, the generic data (Object data) or that which is associated with each instancesof the selected symbol.

Provide you have navigated down to the symbol from the first page by selecting symbols and goingdown to the child (double clicking,choosing View Child, using the Page Down key or clicking the link

page number all do this) then the data for the single instance is shown. If you navigated to the pageanother way then ControlDraw shows all the possible instances.

-o-

Compare and I mport Data

Click the Compare button in Object and Instance Data and select the model that contains the new data.You are then asked "Use RealTag for Matching?" Answer No if the model has not changed structured (egObject Deleted and then Reinserted, or a level removed) - and the compare will be done using theInstanceIDIf you answer Yes the compare is done using the RealTag. This provides a way to import data from amodel that has been restructured but still produces the same RealTagsThe Instances table will then be updated to show the changes data, with the current value in []underneath.After comparing clicking the Import button shows a list of the changed fields with which you can select


51/165


52/165

p52

ControlDraw Manual

ControlDraw Ltd

An example is

NoteWhen editing a query in an area model that is from a reference model you are prompted.

-o-

Shared I nstance Query Builder

If you have instance data that is common across more than one class you can use this form to build thequeries to display this data.For example if you have a class for flow transmitters and one for other transmitters this will allow youto build a (read only) query containing the data each has in common, eg Scale and Range.

Note - these are read only Union queriesTo invoke this form select multiclass instances from the Query designer.

The shared fields - those that are used in more than one class are listed on the leftAs you select shared fields, the classes that contain your selections are then listed in the middle.You can choose which classes to include in the middle and include the fields on the right

"Multi Class Instances" in the Query Design form calls up the Shared Instance Query Builder.


53/165

p53

ControlDraw Manual

ControlDraw Ltd

Add ClassName puts the name of the class as the first column.

-o-

The File Manager

You can use the File manager to view information about models, import from other models, carry outupdates, repair and compact the model.You can change folders by double clicking the folder list or clicking the folder name button.The File Manager remembers the last path you selected in the file manager and restores it when startedagain.

If the model is from and older version, or is read only this is indicatedWhen you click a model in the list of model files the list of pages and matrices are listed, and you canalso see if the model is open and if it needs updating.When a Diagram is Referenced it is indented in the list.

View Model opens the model in the Reviewer.When you select a page it is previewed - you can click on the diagram preview and it will expand whileyou hold down the mouse button, making it easier to see the diagram.Use Shift click to see the entire diagram.With the copy button above the diagram,or a right click you can copy the diagram to the windowsclipboard.

See alsoshrinking a modelImporting from another modelCompare ModelsComplete Update


54/165

p54

ControlDraw Manual

ControlDraw Ltd

-o-

Tools Utilities

This form lets you

Choose single or multiuser modeSet the default drawing modesName diagram pages as Page or Figure or whateverChoose the location of the palette databaseChoose the position of the Page Text WindowCopy the class and signal settings to or from the defaults to the current model.Import the class and signal settings from another model

To Set the default drawing modes associated with the three mode buttons:Click one of the master mode buttons(the three on the left and then set the appropriate Drawoptions buttons then click Save.


55/165

p55

ControlDraw Manual

ControlDraw Ltd

There is an option to control the text sizing - "Text Height Correction" and "Text Width Correction".These values (in twips) are the amount by which to increase the size of text boxes beyond that neededon the screen to account for scaling differences with printers that could cause some of the text to behidden. If you find that parts of text are missing then increase the values.Also, symbols with no tag but some user text were not autosizing .ControlDraw carries out checks on the integrity of a model when opening or selecting in the Filemanager. Specifically it now checks that all the table fields, queries and relationships in the model areup to date with the latest structure. This can be switched off by deselecting "Check Model Structure onOpening" in Tools Utilities, but this is not recommended.

-o-

Fonts Form

ControlDraw allows many fonts to be used.All fonts used in diagrams and tables must be defined in styles, a number are provided, and you canadd as many styles as you like.Each type of object is initially set to it's default font.Certain fonts are predefined in the default ControlDraw model, and certain font numbers are alwaysused.For example style number 1 is always used to provide the font for a new symbols tagnames and style 4

is initially used to provide the font for the user text.You can add to these from the font styles form, and you can change a Font by clicking on the fontbutton or the colour button, or by typing values into the list.


56/165


57/165

p57

ControlDraw Manual

ControlDraw Ltd

Here you can select and define lines styles for connections and symbol borders.You can use the Line Editor to change the style, colour and widths of lines.Unfortunately you can only have dotted line styles with single width lines.

-o-

Line Edit Form

All lines used in diagrams and tables must be defined in styles, a number are provided, and you canadd as many styles as you like.You can click the mouse on two areas, one for the line style and one for the width.Click the colour button to call up the colour selector

-o-

Arrows

All connections may have an arrow at each end and in the middle of each segment.A range of arrow styles is provided. They are selected using the Arrows form.

You can select with the mouse or by Ctrl_Up/Down to choose the arrow styleand Ctrl_Left/Right to select start, middle or end arrowsDouble Click or enter selects the chose combination, Escape cancels selection.


58/165

p58

ControlDraw Manual

ControlDraw Ltd

Example Lines

-o-Matrix form

ControlDraw matrices are small tables that are typically used to represent the state behaviour ofdiagrams. These tables contain rows and columns that can be linked to symbols in ControlDrawdiagrams and cells that show the required state of a symbol.Matrices can be shown on diagrams with the MatrixColour special symbolPlease note - Matrices can also be used to contain data that has been pasted into a model (or evenlinked into a model) from as database such as InTools, see Imported MatricesSee also Matrix Types

When showing a matrix, if a tag name of a symbol that is used in a row or column has changed

ControlDraw prompts and optionally changes the dynamic type of a Symbol you can transpose twice tore-establish the column types.A button on the Matrix form, Dereference matrix appears if the matrix is from the reference model.When dereferencing a diagram it's matrix is also dereferenced

>View > Matrix Data Table >Matrix as Boolean (or Boolean Comma Sep or Integer, Hex or Octal)This provides a list of the values of the rows in the matrix the required format along with the mappingof the bits to the device settings. This assists with the generation of the bit mapping code and data forefficiently programming equipment state matrices in, for example PLC's. Comma Sep causes theboolean table to be separated by commas for each device setting

Use DynamicsWhen this is on, (default) the matrix cells show the state names of their con

Documents

Control Draw 3 Manual