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7/21/2019 PDMS:AVEVA Instrumentation Data Update User Guide
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AVEVA Instrumentation Data UpdateUser Guide
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Instrumentation Data Update User Guide
Contents Page
12.0i
Instrumentation Data Update User Guide
AVEVA Instrumentation Data Update
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Guide Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:2
Product Compatibi li ty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:2
References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:2
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1
Compare and Update Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1
Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1
Instrumentation Elements Matching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:2
Display of Comparison Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:2
Element Grid Detai ls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:4
Accept Changes for Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:5
Update the Target Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:5
Update the Schematic Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:5
Update the Catalogue Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:7
Update the Design Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:9
Options and Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1
Grid Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1
Column Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:2
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Export to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:5
Print Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:5
Grid Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:5Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6
Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6
Attribute Mapping Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6
Attribute Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:7
Integration UDA Defin it ion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:8
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Instrumentation Data Update User Guide
Introduction
12.01:1
1 Introduction
The AVEVA Instrumentation Data Update User Guide describes how to configure and use
the AVEVA Instrumentation Data Update application. The application update integrates
attribute level comparison, and controlled selective update capabilities, into a supported
Plant or Marine module, which enables the managed integration of AVEVA Instrumentation
data into the hosting modules database.
The AVEVA Instrumentation Data Update is currently used in the following products:
AVEVA Diagrams
AVEVA Schematic Model Manager
AVEVA Plant DESIGN, Cabling System Application
AVEVA Marine Outfitting, Cabling System Application
AVEVA Paragon (Electrical Application Only)
The AVEVA Instrumentation Data Update User Guide describes the generic configuration
tasks required to use the application, and highlights where any host product specific
configuration is required.
The use of this application is then explained, and again where host product specific
differences occur these are highlighted.
1.1 Assumptions
The AVEVA Instrumentation Data Update User Guide is designed for use by Schematic
Model Manager, Diagrams, Design, Outfitting and Paragon administrators and users, and
describes how to configure the application and use it to compare and integrate data
mastered in AVEVA Instrumentation into these products.
It is assumed that:
Users have installed AVEVA Plant or AVEVA Marine, and have valid licenses to run oneor more of the above modules.
Users have a working knowledge of the product which will host the AVEVAInstrumentation Data Update application update.
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Instrumentation Data Update User Guide
Introduction
1.2 Guide Structure
The AVEVA Instrumentation Data Update User Guide is divided into the following sections:
1.3 Product Compatibility
AVEVA Instrumentation Data Update can be used with the following products:
AVEVA Diagrams 12.0.SP6 or later.
AVEVA Schematic Model Manager 12.0.SP6 or later.
AVEVA Plant Design 12.0.SP6 or later.
AVEVA Paragon 12.0.SP6 or later.
AVEVA Marine Outfitting 12.0.SP6 or later.
1.4 References
The following User Guides will provide supporting or complementary information to the user.
AVEVA Diagrams User Guide
AVEVA Schematic Model Manager User Guide
AVEVA Instrumentation Engineer User Guide
Cable Design User Guide
Catalogues and Specifications User Guide
Introduction introduces the AVEVA Instrumentation Data Update
application.
Getting Started explains how to start up the application update.
Compare and Update Data explains how the compare and update processes work.
Options and Mapping explains how to configure the behaviour of the application
update.
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Getting Started
12.02:1
2 Getting Started
Once installed the AVEVA Instrumentation Data Update application can be accessed from
the following menu locations in each supported product:
Further details on configuring and loading this application update in the Schematic Model
Manager. Where an activity differs dependent on the hosting product this is explained.
To start the application, select View>AVEVA Instrumentat ion Data Updateto display the
AVEVA Instrumentation Data Update window, initially shown empty.
Click Loginand select the desired Instrumentation project from the list.
Schematic Model Manager: View > AVEVA Instrumentation Data Update
Diagrams: View > AVEVA Instrumentation Data Update
Paragon (Electrical Application): Utilities > AVEVA Instrumentation Data Update
Design (Cabling System Application): Utilities> AVEVA Instrumentation Data Update
Outfitting (Cabling System Application): Utilities > AVEVA Instrumentation Data Update
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Instrumentation Data Update User Guide
Getting Started
Click Select, and when prompted, enter the username and password for that project.
If attribute mappings have previously been set up, the compare process will start
automatically.
If attribute mapping have not been set up, the user will be prompted to do this now.
Click Yes to display the Optionswindow used to define the attribute mappings. Refer to
Optionsfor further information.
If element filtering has not been set up, the user will be prompted to do this now.
Click Yes to display the Filter window and define one or more filters. Refer to Filter for
further information.
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12.02:3
Note: A previously saved filter will be applied to the data being read from AVEVA
Instrumentation. If the filter prevents display of the Instrumentation data, modify the
Filter settings, then click Refreshin the toolbar in order to proceed with the compare
process.
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Instrumentation Data Update User Guide
Getting Started
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Compare and Update Data
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3 Compare and Update Data
If the Attributes Mapping and Filtering has been setup the compare process starts
automatically following login to the AVEVA Instrumentation project. A progress bar is
displayed as it proceeds.
3.1 Filter
The Filterwindow controls which elements will be retrieved from AVEVA Instrumentation.
Filtering can be used to limit the number of rows displayed in the grid when a large number
of matching elements are present in the AVEVA Instrumentation project. To display the
Filter window, click Filtering on the main toolbar.
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Instrumentation Data Update User Guide
Compare and Update Data
Click Add Fil ter to add a row then select the attribute, operator and value. The available
operators will be appropriate to the data type of the selected attribute.
Note: Multiple filters will be joined withANDwhen generating the query.
Click OK to save the filter.
Note: Filters are saved to the same file and folder asAttribute Mapping Details.
To delete a filter, select the row and click Delete Filter.
To re-read the data from AVEVA Instrumentation and repeat the compare process, click
Refreshin the toolbar.
3.2 Instrumentat ion Elements Matching
Instrumentation element matching uses the following criteria: If element data from the target database (like Schematics) had previously been
imported into AVEVA Instrumentation, the Schematic Database references will havebeen stored in AVEVA Instrumentation. If available these will be used as the firstattempt to match.
If AVEVA Instrumentation data have previously been imported into the target database,and the integration UDA was available, the AVEVA Instrumentation databasereferences combinations will have been stored in the UDA. If available these will beused as the second attempt to match.
Note: If the UDA is not available this step will be skipped. Refer to Integration UDA
Definitionfor further information.
If the first two attempts have not generated a match, the third attempt will match on thedefault criteria.
3.3 Display of Comparison Results
The results of the compare process will be displayed in the grid view. The selected element
name tab lists the matches with the total number of changes available for each.
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Compare and Update Data
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TheAt tr ibute Detai ls tab lists the individual attribute differences for the selected element
type.
Select desired element name in the toolbar to display respective element's data in the grid.
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Compare and Update Data
3.4 Element Grid Details
The Element Grid lists the elements retrieved from source database and compared against
the target database. The following columns are always displayed:
The Acceptcolumn displays checkboxes showing the current choice for how data will be
updated.
The Matchedcolumn displays if an element in the source database is matched against an
existing element in the target database.
State Description
Checked ALL attributes for this element will be updated into the target
database.
When a module from which the application update is loaded, it allows
insertion of new elements, then the selected elements may be
created in the target database, if required pre-requisites are fulfilled.
Semi-checked Some attributes for this element will be updated into the target
database.
Unchecked No attributes for this element will be updated into the target database.
Unchecked and
disabled
No attributes for this element will be updated into the target database.
This state occurs for any of the following reasons:
There is no matching object in the target database for theelement in source database. In this case the row is greyed out.
When insertion of new elements is allowed, the row will becoloured using "New Element Row Colour" settings.
The element is matched and there are no attribute changes toupdate.
The element from target database matches the one in sourcedatabase, however the element type is not appropriate.
Value Description
Yes There is a matching object in the target database.
No There is no matching object in the target database.
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The Matched Agains tcolumn lists the type of matching object in the Schematic Database.
The No. of Changescolumn lists how many attribute changes are available for update.
Note: Only the attributes selected in Attribute Mapping are considered for comparison.Other attributes which are not selected for Attribute Mapping are not considered
even if there may be mismatches between them.
The Changed Attributes column displays a comma separated list of the attributes which
have changes available for update.
The At tr ibutes to be Updated column displays a comma separated list of the attributes
which have changes available for update and which the user has chosen to be updated.
3.5 Accept Changes for Update
Use the following methods to accept which attributes should be updated: Use theAccept A ll checkbox in the toolbar to accept or reject all available changes on
all objects compared.
Use the Acceptcheckboxes in the Instruments or Loops tab to accept or reject allavailable changes for individual objects.
Use theAcceptcheckboxes in theAt tr ibutes Detailstab to accept or reject individualchanges for individual objects.
Selecting one or more rows in either tab will automatically select all the corresponding rows
in the other tab, and will set the current element to the first instrument or loop in the
selection.
Selecting an object in the module specific Explorer will select the corresponding rows in the
currently displayed tab if that object is available for update in the tab.
3.6 Update the Target Database
Click Update Databaseto apply all the accepted changes to the target database.
The following sub-sections describe the process of updating the target database for each
supported database type.
3.6.1 Update the Schematic Database
When updating in the Schematic Model Manager or the Diagrams module, the Update
Schematic Database window will be displayed showing the statistics from the compare
Value Description
One of the element types defined in
the respective module configuration
file, (for example
SchematicAIConfiguration.xml) or a
UDET based on one of these types
When object is matched to an appropriate type.
Wrong type: When object is matched but not to an appropriate
type.
Not Matched When object is not matched.
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process and the choices that have been made for accepting changes. Click UpdateDB to
apply these updates.
Once the update process has completed, the results summary will be displayed.
Note: If an update error occurs for a particular attribute, only that attribute will fail to update.
Other attributes on the same object will still be updated if possible.
The grid view will be updated to display any messages and errors, highlighting in the
appropriate feedback colours.
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3.6.2 Update the Catalogue Database
When updating in the Paragon module for importing / updating cable catalogue elements.
After selecting the catalogue items to be added / updated, click Update Database.
The Update Catalogue Databasewindow will be displayed showing the statistics from thecompare process and the choices that have been made for accepting changes or adding
new objects. Click UpdateDB to apply these updates.
Once the update process has completed a results summary similar to the Schematic
Database update summary will be displayed.
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Compare and Update Data
Selecting Owner for an Element
In order to add a new cable catalogue entry, four elements need to be created in the
Catalogue database and one element in the Property database. An owner (parent element)
will also need to be selected under which new elements will be created.
The button next to an element will when clicked display the Select Database Element
window for owner selection.
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The following table lists the element to be added along with its valid owner.
Selecting an invalid element as owner will display a message box, as shown below,
containing name(s) of element types that are valid owners for the element to be added.
3.6.3 Update the Design Database
When updating in the Design or Outfitting module for importing / updating cables along with
their associated equipment.
Element Type Valid Owner(s)
TABITEM CTABLE
GPART PRTWLD or PRTELE
SCOMPONENT SECTION or CATEGORY
CCORSET SECTION or CATEGORY
CABDATA CMPTYPE
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Instrumentation Data Update User Guide
Compare and Update Data
Note: Before adding a cable element in the design database, make sure that the
associated cable catalogue, start equipment and end equipment are present in the
database. Without the associated elements a cable cannot be added to the design
database and an error message will be displayed in the grid, as shown below.
After selecting the equipment or cable(s) to be added / updated, click Update Database.
The Update Design Database window will be displayed showing the statistics from the
compare process and the choices that have been made for accepting changes or adding
new objects. Click UpdateDB to apply these updates.
Refer to Selecting Owner for an Elementfor more details on adding an element.
Note: Even if there are no attribute updates to be made, there may still be data updates for
source or target database references or internally mapped elements, resulting from
the matching process. Refer to Instrumentation Elements Matching for further
details.
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Once the update process has completed, the results summary will be displayed.
Note: Changes are not actually saved until the next Save Work.
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Compare and Update Data
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Options and Mapping
12.04:1
4 Options and Mapping
Options are provided in the toolbar and context menus to configure how the data will be
compared and displayed.
4.1 Grid OptionsThe grid has a configuration menu accessed via a right-click on any column title, and a
context menu accessed via a right-click in any row.
4.1.1 Column Setup
Column Setup allows the user to choose which columns to display in the grid view and
which order to display them. To display the Column Setup window, right-click on any column
title and select Column Setupfrom the pop-up menu.
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Options and Mapping
To display a Column Name in the grid view, check the required checkbox in the Visible
column. Unchecking a checkbox removes the Column Name from the grid view.
To change the position of a Column Name in the grid view, select the Column Nameand
click either the up or down arrows.
Click OKto update the grid view.
Note: Grid layouts are automatically saved in the folder
C: \ Documents and Set t i ngs\ \ Local Set t i ngs\ Appl i cati on Dat a\ Aveva\ PDMS\ Schemat i cI nst r ument at i onAddi n
with filenames SchAi I nst r ument s. xml or SchAi Loops. xml
4.1.2 Settings
Right-clicking on any column title and selecting Settings, displays a settings sub-menu:
Enable Filtering
Enable Column Summaries
Enable Column Sort
Feedback Colours
Enable Filteringallows the user to display a filter row in the grid view. The filter row is used
to filter the grid to show only certain records. Instant "on the fly" filtering is achieved by
selecting the icon the column field and selecting a value from the drop-down list.
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Further filtering is available by selecting the small icon to the left of a column (field) caption,
selecting from the drop-down list and entering a value into the highlighted field. The grid
view will automatically refresh to reflect the selected criteria.
Enable Column Summariesdisplays the icon in the No of Changescolumn. Clicking
the icon displays the Select Summarieswindow.
The user can check one or all the boxes and click OKto receive a count displayed at the
end of the No of Changescolumn.
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Options and Mapping
Note: Clicking Refreshremove the count.
Enable Column Sortallows the user to change the column order. Click and hold on the
column title and drag the column either left or right into a new position. Two arrows are
displayed to assist the user in positioning the column.
Clicking Feedback Coloursdisplays a sub-menu:
Not Matched Row Colour.
Match Without Changes Row Colour.
Matched With Changes Row Colour.
Update Fail Row Colour.
Reset Default Feedback Row Colours.
Clicking the option, Not Matched Row Colour, Match Without Changes Row Colour,
Matched With Changes Row Colour or Update Fail Row Colour displays a Colour Selection
window which allows the user to select a colour for the selected option.
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Selecting Reset Default Feedback Row Colours , reverts the options back to their default
colour settings.
The Paragon, Design and Outfitting modules have the same colour options except for Not
Matched Row Colour is changed to New Element Row Colourwith a default colour of
pink.
4.1.3 Export to ExcelThe current grid layout and contents can be saved to an Excel file. Right-click in any column
title and select Export to Excel, then enter a filename in the file browser window.
4.1.4 Print Preview
The user can view a print preview of the current grid layout and content. Right-click in any
column title and select Print Preview.
4.1.5 Grid Context Menu
Right-click in any row in the Instruments or Loopsgrid view display a context menu.
The Instruments grid view displays the following options:
Instrument Datasheetdisplays the AVEVA Instrumentation datasheet for the selectedinstrument.
Instrument Details displays the AVEVA Instrumentation window for the selectedinstrument.
The Loops grid view has on option:
Loop Detailsdisplays the AVEVA Instrumentation window for the selection loop.
Note: No context menu exists for the Attribute Details tab.
Not Matched Row Colour Silver
Match Without Changes Row Colour White
Matched With Changes Row Colou r Yellow
Update Fail Row Colour Red
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Options and Mapping
Note: Context menu is not applicable for the gird displayed in Paragon, Design and
Outfitting modules.
4.2 Options
The types of elements that will be compared and how their attributes will be mapped are set
using the Options window. Click Optionson the main toolbar to display the Option window.
4.2.1 Logging
Use the Loggingoptions to maintain a log of compare process details. Check Enabledand
enter a filename in the Pathfield.
4.2.2 Attribute Mapping Detai ls
Use the At tr ibute Mapp ing Details options to define attribute mappings for selected
element.
Common attribute mappingscan be defined using attributes of SCINST for instruments
and attributes of SCLOOP for loops. These common mappings can be applied to selected
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Options and Mapping
12.04:7
types, e.g. SCINST and SCOINS for instruments, whilst separate mappings can be applied
for other types, e.g. SCVALV.
To identify which types will have common mappings, select Instruments or Loops in the
Groupdrop-down list, then check the required types in the Common attribute applied for
list.
Note: The available types in the Common attribute applied forlist will include any UDETs
defined with an appropriate base type.
Note: Adding a type to common mapping will replace any previously defined separate
mapping for that type.
Note: When only a single element type is present, then individual and common attribute
mapping will be the same.
Note: Options and attribute mappings are automatically saved in the folder
C: \ Document s and Set t i ngs\ \ Local Set t i ngs\ Appl i cat i on Dat a\ Aveva\ PDMS\ Schemat i cI nst r ument at i onAddi n
with the filename SchAi Set t i ngs. xml
To modify the existing mappings or create new mappings, click At tr ibute Mapp ing to
display theAttribute Mappingwindow.
4.2.3 Attribute Mapping
TheAt tr ibute Mapping window allows mappings to be added or modified. Select Attribute
Mapping from the Options window to display the Attribute Mapping window.
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Options and Mapping
Attribute mappings can be defined for any individual element types, as well as group of
elements included in common mapping like the Common Instrument and Common Loop.
For example, if SCOINS, SCINST and SCLOOP were included in common mappings,
then the options will be Common Instrument, Common Loop, SCACTU and SCVALV.
In Element Typeselect the Common or separate type to which the mappings will apply.
To add an attribute mapping, select a source database attributefrom the left hand drop-
down list, then select a target database attribute from the right hand drop-down list.
New empty rows will be added as rows are filled. A right-click context menu allows addition
of new rows and deletion of selected rows.
Click OKto save the mappings.
Note: Selection of the same attribute from either source or target database is not allowed. If
any attribute is selected multiple times, the row(s) will be highlighted in RED, and OK
will not save the mappings.
4.3 Integrat ion UDA Defini tion
The UDA's must be defined in LEXICON if the matching process is to use them for storing
source database references, refer to Instrumentation Elements Matching.
The UDA may be created in any UGROUP in a current dictionary database. If used in
conjunction with the specific module, it is suggested to include this UDA in the same group.
The Integration UDA should be created with the following details:
PDMS Module UDA Name UDA Type UDA Length Element Types
Schematic & Diagram pmg-sch-ai text 50 SCINSTRUMENT
SCOINSTRUMENT
SCLOOP
SCVALV
SCACTUATOR
UDA with above element
type as base type
Design & Outfitting design-ai text 50 CABLE
EQUIPMENT
Paragon cata-ai text 50 TABITEM
GPART
CABDATA
SCOMPONENT
CCORSET
CABCORE
TABQUESTION
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Index
Instrumentation Data Update User Guide
C
Compatibility . . . . . . . . . . . . . . . . . . . . . . 1:2D
Data
Compare. . . . . . . . . . . . . . . . . . . . . . 3:1Update . . . . . . . . . . . . . . . . . . . . . . . 3:1
DetailsElement Grid . . . . . . . . . . . . . . . . . . 3:4
Display
Comparison Results . . . . . . . . . . . . . 3:2F
Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1G
Getting Started . . . . . . . . . . . . . . . . . . . . 2:1I
Introduction . . . . . . . . . . . . . . . . . . . . . . . 1:1M
Mapping
Attribute Details . . . . . . . . . . . . . . . . 4:6Attribute Window . . . . . . . . . . . . . . . 4:7Export to Excel . . . . . . . . . . . . . . . . . 4:5Logging. . . . . . . . . . . . . . . . . . . . . . . 4:6
Matching
Instrument Elements . . . . . . . . . . . . 3:2
O
Options
Column Setup . . . . . . . . . . . . . . . . . 4:1Grid . . . . . . . . . . . . . . . . . . . . . . . . . 4:1Grid Context Menu. . . . . . . . . . . . . . 4:5Print Preview . . . . . . . . . . . . . . . . . . 4:5Settings . . . . . . . . . . . . . . . . . . . . . . 4:2Toolbar. . . . . . . . . . . . . . . . . . . . . . . 4:6
Options and Mapping . . . . . . . . . . . . . . . 4:1U
Update
Accept Changes . . . . . . . . . . . . . . . 3:5Catalogue Database . . . . . . . . . . . . 3:7Design Database . . . . . . . . . . . . . . . 3:9Schematic Database . . . . . . . . . . . . 3:5Target Database . . . . . . . . . . . . . . . 3:5