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FDes Training Manual

© 2011 DesSoft

Version: 4.1.1105.89

All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, ormechanical, including photocopying, recording, taping, or information storage and retrieval systems - without thewritten permission of the publisher.

Products that are referred to in this document may be either trademarks and/or registered trademarks of therespective owners. The publisher and the author make no claim to these trademarks.

While every precaution has been taken in the preparation of this document, the publisher and the author assume noresponsibility for errors or omissions, or for damages resulting from the use of information contained in thisdocument or from the use of programs and source code that may accompany it. In no event shall the publisher andthe author be liable for any loss of profit or any other commercial damage caused or alleged to have been causeddirectly or indirectly by this document.

Printed: July 2011 in Centurion, South Africa.

FDes Training Manual

© 2011 DesSoft

Publisher Special thanks to:

All the people who contributed to this document.DesSoft

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© 2011 DesSoft

Table of Contents

Foreword 0

Part I Introduction & Setup 8

................................................................................................................................... 81 Introduction

................................................................................................................................... 92 Setup and Navigation

................................................................................................................................... 103 Log in

................................................................................................................................... 114 User Management

Part II License Management 14

................................................................................................................................... 141 Activating Licenses from the Web License Server

................................................................................................................................... 152 Concurrent User Management

................................................................................................................................... 163 Firewall and Proxies

Part III Help and Licensing 18

................................................................................................................................... 181 Activating a Local License

................................................................................................................................... 182 Returning a Local License

................................................................................................................................... 193 About Dialog

Part IV Projects 22

................................................................................................................................... 221 Project Building Options

................................................................................................................................... 222 Creating a project

................................................................................................................................... 233 Opening a project

................................................................................................................................... 244 Project Information

................................................................................................................................... 245 Backup & Restore Projects

Part V Creating Plant Components 28

................................................................................................................................... 291 Create Loops & Instruments

................................................................................................................................... 302 Create another 2 Flow Loops

................................................................................................................................... 313 Create a Junction Box and its Core & Terminals

................................................................................................................................... 314 Create the Instrument's Cores and Terminals

................................................................................................................................... 325 Create a PLC, Cards & Soft Addresses

Part VI Cable Block & Core Connections 36

................................................................................................................................... 361 Block Connect

................................................................................................................................... 372 Detail Connect

Part VII Hands-On One 42

Part VIII Datasheets 44

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................................................................................................................................... 441 Creating Datasheets

................................................................................................................................... 462 Linking a database field to a datasheet cell

................................................................................................................................... 463 Creating Multi-Tag Datasheets

Part IX Documents 52

................................................................................................................................... 521 Document Types

................................................................................................................................... 522 Document Explorer

................................................................................................................................... 523 New Revisions

................................................................................................................................... 534 Batch Print

................................................................................................................................... 545 Other Excel Documents

Part X Hookups 56

................................................................................................................................... 561 Creating Hookups

Part XI Libraries 60

................................................................................................................................... 611 Creating a Library item

Part XII Standards 64

................................................................................................................................... 651 Updating Standards

................................................................................................................................... 662 Associate a standard to an instrument

Part XIII Hands-On Two 68

Part XIV Racking and Routing 70

Part XV Tables 76

................................................................................................................................... 761 Modifying Table Structures

................................................................................................................................... 772 Exporting Tables

................................................................................................................................... 773 Importing Tables

................................................................................................................................... 784 Rebuild Tag Numbers

................................................................................................................................... 795 Parse Tag Numbers

Part XVI Queries 82

................................................................................................................................... 821 Creating Queries

Part XVII Hands-On Three 86

Part XVIII Reports 90

................................................................................................................................... 901 Viewing Reports

................................................................................................................................... 902 Creating Reports

Part XIX Templates 94

................................................................................................................................... 941 Border Templates

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................................................................................................................................... 962 Auto Config Files

................................................................................................................................... 993 Customizing Auto Config Files

Part XX Semi Auto Generate diagrams 104

................................................................................................................................... 1041 Border Templates

................................................................................................................................... 1062 Auto Config Files

Part XXI Tokens 110

................................................................................................................................... 1101 Document Tokens

................................................................................................................................... 1112 Switch Tokens

Part XXII Additional datasheet links 114

................................................................................................................................... 1141 Adding Additional Tables

.......................................................................................................................................................... 114Adding to new project

.......................................................................................................................................................... 118Adding to an existing project

................................................................................................................................... 1202 Datasheet Table

Part XXIII Speed Tools 124

................................................................................................................................... 1241 Cable Block Import

................................................................................................................................... 1252 Build Loops

................................................................................................................................... 1263 Bulk Update Using Libraries

................................................................................................................................... 1284 Auto Core Connect

................................................................................................................................... 1285 Build Documents

................................................................................................................................... 1286 Build Datasheets

................................................................................................................................... 1287 Import/Export Datasheet Table

Part XXIV Hands-On Four 132

................................................................................................................................... 1351 Relay loop diagram

................................................................................................................................... 1372 Instrument to Instrument loop diagram

................................................................................................................................... 1393 Adding P&ID Blocks to a loop diagram

Part XXV Tag Rules 142

................................................................................................................................... 1431 Internal Functions

Part XXVI FDes Options & Tools 146

................................................................................................................................... 1461 FDes Options

................................................................................................................................... 1472 Tools

Index 0

FDes Training ManualDesSoft - Engineering Design Documentation Software

Part

I


© 2011 DesSoft

1 Introduction & Setup

In this section we will cover:

How to setup DesSoft FDes .How to navigate within FDes .How to log in .How to manage users.

1.1 Introduction

This training manual is aimed at giving a general understanding of DesSoft FDes, it's features andhow it's modules function.

Minimum requirements are:

Basic knowledge of the Windows system. Field Bus and Instrumentation knowledge.Basic knowledge of Microsoft Access or Microsoft SQL Server.

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1.2 Setup and Navigation

How to install FDes

This will guide you on how to install FDes - Fieldbus and Instrumentation DesignerPlease go to www.dessoft.co.za to download the latest version of FDes, if you haven't done soalready.

Run the installation file and follow onscreen prompts.The default install path for FDes is C:\Program Files\DesSoft\4.1(Where [4.1] is the version which you are installing.)

And the default path projects will be stored at is C:\1Des\Project Name

How to navigate within FDes

Go Button:If you click on this button, you will find all the available modules in FDes.This is the main way to navigate within FDes

Ribbon Bar:The ribbon bar will show all the related functions for the currently open module.

(Note that it works on the area or w indow where the mouse pointer is currently hovering.)

Filter:Almost every window has a green field above the components listed in the window. Thisenables you to filter the content of the window for any specific criteria.

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Tag List:This list displays the tags of all the components in the current project. eg. Loops, instruments,panels, documents etc.

List Options:This acts as a filter for the various component groups. The tag numbers displayed in the Tag List,are a result of the group selected in the List Options. Eg. If Panels is selected in the List Options,ONLY Panel tag numbers will be displayed in the Tag List.

Module Buttons:The module buttons are another way to navigate within FDes. Click on them to open the respectivemodule.

Window Tabs:All the currently open modules will be displayed here, for easy access. You can close a window tab by clicking the "x" on the left side of the tab.

Splitter Bars / Expansion BarsOn the edge of almost every window, there is a line of dots with an arrow on either side of theline. This identifies a splitter bar (or otherwise known as an Expansion Bar).If you click the bar once, the window will minimize in the direction the arrows are pointing. Onceminimized, only the splitter bar will be visible. Clicking the splitter bar again, will make thewindow visible again. In the window's visible state, the splitter bar is also used to resize the windowto the user's preference.

1.3 Log in

When launching DesSoft FDes, The following dialog box will appear.

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The default login and password for DesSoft FDes is Administrator.

1. Copy & Paste Administrator into the password field. User Config and Login will becomeavailable.

2. Click on Login.

1.4 User Management

How to modify, add or delete a user in a project

Once you are in DesSoft FDes, click on the FDes button in the top left corner as shown below andclick on Login.

You will recognize the login screen that appears. This time we are going to manage users that willbe using this system. Fill in the password (Default password is administrator) and click on the UserConfig button. The following dialog box should appear.


© 2011 DesSoft

Here you can modify, delete and/or add new users. Lets create a new user.

1. Click Add.2. Enter the desired Username and Password.3. Under Role, select Supervisor.4. Click OK.5. Click Close.6. Enter the new Username and Password.7. Click Login.


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2 License Management

This section explains the various methods to activate DesSoft Software.

To remove FDes from Evaluation mode, the software needs to:

1. Be activated with a Local Workstation license.2. Connect to the DesSoft Concurrent User Manager (CUM) that will issue a license to FDes.3. Be setup to use the licenses on the CUM License Manager.

2.1 Activating Licenses from the Web License Server

Upon purchase of DesSoft Software the client is issued with a ClientID and a login Password toaccess his/hers licenses on the DesSoft Web License Server. To access your licenses, visit theDesSoft Web Licence Server at www.dessoft.co.za/licencelogin.aspx

How to Activate CUM with Client Licenses

1. Make sure that the DesSoft Concurrent User Manager (CUM) is Installed.2. Visit the DesSoft Web License Server.3. Generate an activation code for all the licenses you want to make available on the CUM or

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contact your company's License Administrator to issue you with an activation code.4. Start the CUM application.5. In the CUM application, click Activate.6. Paste the activation code you generated from the Web License Server or received from the

Company's License Administrator, in the Activate License dialog.7. Click Activate. If the transaction is successful, a message box will appear indicating the amount

of licenses that were activated on the CUM. After closing the Activate Licenses dialog thelicenses will appear in the CUM license list and the licenses are now ready to be used on thecompany's Local Area Network (LAN). If the transaction was unsuccessful see the section onFirewall and Proxies.

8. To setup DesSoft Software to use the CUM licenses on the company's LAN see the topic Helpand Licensing

2.2 Concurrent User Management

1. Click here to enter your activation code you generated on the DesSoft website.2. Here you can change your proxy settings, and how often Concurrent User Manager must look for

Licenses.3. Refresh queries the web server for licenses. Be sure to hit Refresh after entering your Activation

code.4. The ID of the license.5. Your company name.6. The type of license. 7. The computer the license is on.8. If the license is available or in use.9. If the license is being used, this will tell you who is using it.10. When your license expires.11. Shows connectivity to the web server. If it's red, it means CUM cannot access the internet.

Please check your firewall / proxy settings and ensure everything is correct.

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2.3 Firewall and Proxies

If the transaction to activate your license on the CUM was unsuccessful, make sure that the CUM is notblocked by a Firewall. If your company uses a Proxy server contact your network administrator for theproxy settings.

To setup the proxy settings in the CUM application.

1. Click the Options button.2. Enter the proxy settings.3. Click OK.

To setup the proxy settings in DesSoft FDes.

4. In the ribbon bar, click Tools.5. In the Options ribbon bar, click 1Des Options.6. In the Options dialog, click on Proxy Server in the list.7. Enter the proxy settings.8. Click OK.


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3 Help and Licensing


Activating a local license.Returning a local license.Finding version information.

3.1 Activating a Local License

1. Visit the DesSoft Web License Server and generate an activation code for all the licenses youwant to make available for the workstation/notebook or contact your company's LicenseAdministrator to issue you with an activation code.

2. In the ribbon bar, click Help.3. In the Licensing ribbon bar, click Activate.

4. In the Activation Code field, enter the activation code you generated on the DesSoft WebLicense Server or your company's License Administrator issued you with.

5. In the Host Computer field, enter the name of the computer the CUM is running on.6. In the Port Number field, enter the Port Number the Host Computer uses to access the internet

.7. Click Test Host to test whether your computer can communicate with the CUM.8. Click Activate Local License.9. The Activation code will be verified on the Web License Server and if the code is valid a local

license will be created on your computer. 10.If the transaction failed, refer to the Firewall and Proxies Section.

3.2 Returning a Local License

1. In the ribbon bar, click Help.2. In the Licensing ribbon bar, click Activate.

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3. Click De-Activate Local License.

4. If the transaction failed, refer to the Firewall and Proxies Section. 5. If DesSoft FDes was previously setup to connect to the CUM and there are licenses available on

CUM your computer will automatically fetch a license from the CUM on your company's LAN.6. If DesSoft FDes stays in EVALUATION mode refer to the License Management section to set

up licensing.

3.3 About Dialog

The about dialog shows information about the current version as well as support information.

1. In the ribbon bar, click Help.2. In the Actions ribbon bar, click About.

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4 Projects


The available options when creating a project.How to create a project.How to open a project .Entering project related information.How to backup and restore a project.

4.1 Project Building Options

'Build Project From' options

1. System Project - The project will be created from the original project structures found on theinstallation CD/DVD.

2. Current Project (Without Data) - A duplicate of the current project will be made, excluding thedata. This is useful if you have added custom fields to the database and wish to use it in anotherproject.

3. Current Project (With Data) - A duplicate of the current project will be made, including thedata. This is handy if you have projects that contain very similar data.

'Build Project With' options

1. Local Libraries - The project will have it's own library, which will only be available to that project.2. Shared Libraries - Multiple projects can use the same library.

'Project Type' options

1. Access 2000 - This is mostly used when the project often needs to be mobile.2. SQL Server - This is mostly used when large teams work on the same project and the project

does not need to be mobile.

NOTE: When creating SQL Server projects, the company's SQL ServerAdministrator's credentials are required to give DesSoft FDes rights to create

the SQL database and user login in SQL Server.

4.2 Creating a project

1. Click on the Go Button > Projects.2. In the Project ribbons bar, click New.3. Make the project root C:\Training4. Name the project Training.5. Select System Project from the Build Project From section.6. Select Shared Libraries from the Build Project With section.7. Select Access 2000 as Project Type.8. Click Ok.

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4.3 Opening a project

1. Click on the Go Button > Projects.2. Select the project you want to open.3. In the Project ribbon bar, click Open.4. Enter a Username and Password.5. After logging in the project is open and ready for you to work in.


© 2011 DesSoft

4.4 Project Information

1. Click on the Go Button > Projects.2. In the Project Data ribbon bar, click Project Information.3. Enter the project related information.

NOTE: All project related information can be used on diagrams and reports.

4.5 Backup & Restore Projects

1. Click on the Go Button > Projects.2. In the Project Database ribbon bar, click on Backup.3. Create a new folder named Training in the root of C:\4. Specify the location of the new training folder.5. Call the file name Training Backup6. Select ALL the Additional Options.

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7. After the backup is complete, click on the Go button > Components.8. Select 20-F-01 in the Tag List.9. In the Component ribbon bar, click Delete.10. Click on the Go button > Projects.11. In the Project Database ribbon bar, click Restore.12. Select your project.13. Click Ok.14. Click on the Go button > Components.15. Notice that 20-F-01 is restored.

NOTE: Backup & Restore is only applicable on MS Access Projects. For SQLprojects these functions only backup the documents, templates etc


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© 2011 DesSoft

5 Creating Plant Components


How to build Loops.How to build instruments.How to build JB's.How to build PLC's.How to add cores and terminals

We will be building this Cable Block Connection and Control Loop in the nexttwo sections.

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5.1 Create Loops & Instruments

Create 1 flow Loop (20-F-01)

1. Click on the Go Button > Components.2. Click on Loop in the New Components Ribbon Bar.3. Under Tag Number, enter 20-F-01. 4. Click Ok.

5. On the components window that has opened up, click on Instruments.

6. In the New Component Items Ribbon Bar, click on Instrument.7. Name the Instrument 20-FT-01 and click Ok.8. When prompted to create a new TStrip and Cable, click No. We don't want the application to

build the TStrip and Cable for us. We will do this ourselves in a moment.

9. Repeat step 5 and 8 and make another Instrument: 20-FY-01.10.Once done making the FY Instrument. Select the 20-FT-01 Instrument, and in the New

Component Items ribbon bar click on Tstrip and click Ok. (If you can't see it, you will have toscroll down to select it or open the drop down box to select it.)

11. Click on 20-FT-01 again, but this time click on Cable in the New Component Items RibbonBar.

12. Repeat step 9 and 10 for 20-FY-01.


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5.2 Create another 2 Flow Loops

Create another 2 flow Loops (20-F-02 and 20-F-03)

1. Click on the Go Button > Components.2. Click on Loops in the New Components Ribbon Bar. 3. Under Tag Number enter 20-F-02.4. Under Tag Rules select Area-Func-Num.5. Click Ok.

6. On the components window that has opened up, click on Instruments.7. In the New Component Items Ribbon Bar, click on Instrument.8. Under Tag Rules select Transmitter.9. Click Ok.10. When prompted to create a new TStrip and Cable, click Yes. This time we want the application

to build the Cable and TStrip automatically.

Notice that you didn't have to change the Tag Number to 20-FT-02.

11. Repeat step 6 to 9 and create 20-FY-02, but select I/P under Tag Rules this time.

Notice that you didn't have to change the Tag Number to 20-FY-02.This is the power of Tag Rules, but we'll cover it later on.


© 2011 DesSoft

5.3 Create a Junction Box and its Core & Terminals

Create a Junction Box

1. Click on Field Panels in the List Options.2. In the Components ribbon bar, click on Panels > Field Panels.3. Under Tag Number, enter 20-JBA-01.4. Under Tag Rules, select Area-Func-Num.5. Click Ok.6. Make a T-Strip and Cable for the JB, just like we did for the instruments. Tag Rules are Area-

Func-Num.

Create Cores and Terminals for the JB

1. Click on the Tstrip of the JB. Make sure Auto Show is selected in the Show Details ribbon bar.2. In the box that appears, type/select "3" in the Rows box. Tnum 1,2,3 will show now.3. Double click on Tnum 1 and change it to 1+.4. Double click on Tnum 2 and change it to 1-.5. Double click on Tnum 3 and change it to SCR.6. Type/select "16" in the Repeat box. 7. Click Add.

8. Click on the Cable of the JB.9. Make it 3 Rows (1WH, 1BK, SCR) and also repeat it 16 times (16 Pair Cable). (Always

remember to click on Add once you are done, otherwise the terminals or cores WILL NOT becreated.)

5.4 Create the Instrument's Cores and Terminals

1. Click on Loops in the List Options.2. Double click on 20-F-01 to open that loop.3. Make the Tstrip's Terminals +, -, SCR, and the Cable WH, BK, SCR4. Repeat this until ALL the instruments have Terminals and Cores (Don't forget loop 20-F-02 &

20-F-03)


© 2011 DesSoft

5.5 Create a PLC, Cards & Soft Addresses

Create a PLC panel

1. Click on Card Panels in the List Options.2. In the Components ribbon bar, click on Panels > Card Panels.3. Under Tag Number, enter 20-PLC-01. 4. Under Tag Rules, select PanelCard. 5. Click Ok.

Create an Analog Input and Output card.

6. Click on Cards in the PLC. 7. In the New Component Items ribbon bar, click on Card.8. Under Tag Number, enter AI-01-01. 9. Under Tag Rule, select I_O-Rack-Num. 10. Click Ok. 11. When prompted to make a TStrip and Document, click Yes.12. Repeat step 6 to 10 and create another card AO-01-02.

Create Soft Addresses and Tstrips for the Cards.

13. Click on the card AI-01-01. a similar dialog box as the Cable/T-Strip will come up.14. Under channels click on Add to add 8 Channels for the AI card.15. Click on the T-Strip of AI-01-01 and add two rows, keep it (1+,1-) and repeat it 8 times.16. Repeat step 13 to 15 and create channels and a Tstrip for AO-01-02 with 4 channels.

AI-01-01 Tstrip configuration

AI-01-01 IO configuration

AO-01-02 Tstrip configurationAO-01-02 IO configuration


© 2011 DesSoft

Create a Landing Strip for the PLC.

17. Click on Tstrips in 20-PLC-01. 18. In the New Components ribbon bar, click on Tstrip

19. Under Tag Number, enter LS-01. 20. Under Tag Rules, select Func-Num.21. Click Ok.22. Add 3 rows, make the terminals +1, -1, SCR and repeat it 16 times.23. Click Add.

(Tip: An Instrument can be associated to another loop or panel by first selecting the loop/panel to beassociated with and then open the instrument list and select the applicable instrument and hit the associatebutton OR right click and drag from the tag list and drop on the opened tree item.)


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© 2011 DesSoft

6 Cable Block & Core Connections


How to make a Cable Block Diagram.How to populate the newly made Block Diagram.How to do cable connections.How to detail connect up to the PLC.

6.1 Block Connect

Create a new diagram for the JB

1. Click on the Go button > Block Connect.2. In the Block diagram ribbon bar, click New.3. Make the Tag Number BK-01 and click Ok.

Drag the instruments, JB and PLC onto the diagram

4. In the Tag List you will see a Documents tab and a Components tab, click on Components.5. Click on Instruments in the List Options view.6. Select all the instruments in the Tag List and right click and drag & drop them onto the empty

diagram.7. Click on Panels in the List Options view.8. Select all the panels in the Tag List and right click and drag & drop them onto the diagram.

Build Connections

9. If some of your cables do not appear automatically on the diagram, select the panel(s) and/orinstrument(s) on the diagram and click on Build connections in the Component ribbon bar.

Auto arrange the components on the diagram

10. Click on Auto Arrange in the Diagram ribbon bar.11. Select all the components on the diagram and move it where you want to on the diagram.

Connect the destination side of the cables

12. As shown below, on the tip of each cable, click and drag it over to JB's left hand sideconnection point. Do this for all the instruments.Remember, always work from Left to Right.

NOTE: Remember,always work from left to right. 13. Do the same for the JB's cable to the PLC

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6.2 Detail Connect

Select the loop in the Tag List

1. Click on the Go button > Detail Connect.2. Double click on 20-F-01 in the Tag List.3. Click on the 20-FT-01 cable in the small block connect window.

Connect the cores to the source and destination terminals

4. In the source section, click the first one under GRP (This will select all the terminals in thatgroup).

5. In the cable section, click the first one under GRP (This will select all the cores in that group).6. In the Connection Commands ribbon bar, just above the cable section, click on connect.7. In the destination section, click on GRP 1 (This will once again select all the terminals in that

group).8. In the cable section, click on GRP 1 again.9. In the Connection Commands ribbon bar, click on connect.


© 2011 DesSoft

Connect the JB cable’s Cores

10. Click on the 20-JBA-01 cable in the small block connect window.

Notice that in the destination section, the AI-01-01 tstrip is selected and NOT the LS-01 tstrip!!

11. Click on the arrow next to the Tstrip(s) button in the destination section and select LS-01. (Asshown below)

12. Select GRP 1 from the cable- and source sections and click connect.

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13. Select GRP 1 from the cable- and destination sections and click connect.14. Connect the remaining loops using the method above.

Single Wire Connections

15. Click on the 20-PLC-01 panel in the small block connect window.16. In the source section, select the LS-01 tstrip.17. In the destination section, select the AI-01-01 tstrip.18. In the Single Wire section, click on the arrow next to the Add Wire button. (As shown below)

19. Add a RD wire and a BK wire.20. Connect the wires to terminal +1 and -1 in the source section.21. Connect the other side of the wires to terminal 1+ and 1- in the destination section.22. Repeat step 19 to 21 for all the FT instruments.23. In the Data Changes ribbon bar (next to the Connection Commands ribbon bar), click Save

when done.24. Select AO-01-02 as the destination Tstrip.25. Connect all the FY instruments by repeating step 19 to 21. Use BU and YL Single Wires.26. In the Data Changes ribbon bar, click Save when done.


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© 2011 DesSoft

7 Hands-On One

For this hands-on session we are going to use all the skills learnt so far tocreate the following project:

Loop Number Instrument I/O Junction Box Card Panel

10-T-09 10-TT-09 AI 10-JB-01 10-PLC-0110-T-10 10-TT-10 AI 10-JB-01 10-PLC-0110-F-01 10-FT-01 AI 10-JB-01 10-PLC-0110-F-01 10-FY-01 AO 10-JB-01 10-PLC-01

10-T-07 10-TT-07 AI 10-JB-02 10-PLC-0110-T-08 10-TT-08 AI 10-JB-02 10-PLC-0110-P-01 10-PT-01 AI 10-JB-02 10-PLC-0110-L-01 10-LT-01 AI 10-JB-02 10-PLC-0110-L-01 10-LY-01 AO 10-JB-02 10-PLC-01

10-T-11 10-TT-11 AI 10-JB-03 10-PLC-0110-T-12 10-TT-12 AI 10-JB-03 10-PLC-0110-P-02 10-PT-02 AI 10-JB-03 10-PLC-01

10-T-04 10-TT-04 AI 10-JB-04 10-PLC-0110-T-05 10-TT-05 AI 10-JB-04 10-PLC-0110-T-06 10-TT-06 AI 10-JB-04 10-PLC-0110-T-04 10-TSH-04 DI 10-JB-04 10-PLC-0110-T-04 10-TSHH-04 DI 10-JB-04 10-PLC-01

10-T-01 10-TT-01 AI 10-JB-05 10-PLC-0110-T-02 10-TT-02 AI 10-JB-05 10-PLC-0110-T-03 10-TT-03 AI 10-JB-05 10-PLC-0110-T-01 10-TSH-01 DI 10-JB-05 10-PLC-0110-T-01 10-TSHH-01 DI 10-JB-05 10-PLC-01

1. Create a new project: Training2.2. Add the Instruments, JB's and PLC.3. You only have 1 pair and 8 pair cables in stock.4. The JB's can only host 24 terminals.5. Analog input cards have 8 channels.6. Analog output cards have 8 channels.7. Digital input cards have 16 channels.8. Every cable must land on its own landing strip in the PLC panel.9. Generate the Loop Connection Diagrams.


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© 2011 DesSoft

8 Datasheets


How to create a datasheet.How to link a database field to a datasheet cell.How to create a multi-tag datasheet.

8.1 Creating Datasheets

1. Click on the Go button > Datasheets.2. In the List Options, select All instruments.3. Click on the Open Module button in the ribbon bar.4. Click on New in the Datasheet Documents ribbon bar.5. Under Tag Number, enter TRAINING.6. Click Ok.7. Under Sheet, enter 1 of 1.8. Under Description, enter Training Datasheets and click Ok.9. The message below will appear, informing you that Tag Numbers can now be associated with

the newly created Datasheet.

10.In the Available Tag Numbers list on the left hand side of the screen, double click on 10-FT-01 to associate it with the document.

11.The Synchronize window will appear, allowing you to synchronize data between the documentand the database. At the moment there's no data to synchronize, click Close.

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12. In the Templates list in the bottom left hand corner, click on System Library. (As shownbelow)

13. Filter for FT.14. Double click on FT Mass Flowmeter.15. When prompted to confirm rebuilding the current datasheet from the FT Mass Flowmeter

template, click Yes.16. The Synchronize window will appear again. In the Synchronize ribbon bar, click Select All

and then To Document.

17. Click Close.


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8.2 Linking a database field to a datasheet cell

1. Click next to Tag Number.2. Double-click on the IIndex.TagNum in the Database Fields window on the right hand side of

the screen.3. Click Yes.

NOTE: If the database field is already linked to another cell in the currentdatasheet, you will be prompted whether you wish to move the link to the new

datasheet cell. Thus disconnecting the database field from its originaldatasheet cell.

To remove links from a datasheet you can use the Name Manager.

8.3 Creating Multi-Tag Datasheets

1. Click on the Go button > Datasheets.2. Click on the Open Module button in the ribbon bar.3. Click on New in the Datasheet Documents ribbon bar.4. Under Tag Number, enter TEMP. 5. Click Ok.6. Under Sheet, enter 1 of 1.7. Under Description, enter Temperature Datasheets and click Ok.8. The message below will appear, informing you that Tag Numbers can now be associated with

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the newly created Datasheet.

9. In the Templates list in the bottom left hand corner, click on System Library. (See below)

10. Filter for TT.11. Double click on TT Temperature Instruments.12. When prompted to confirm rebuilding the current datasheet from the TT Temperature

Instruments template, click Yes.13. The Synchronize window will appear. In the Synchronize ribbon bar, click Select All and

then To Document.


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14. Click Close.15. Add a worksheet to the datasheet and name it TAGLIST16. Select cells A1 to A10. (As shown below)

17. In the Database Fields window on the right hand side of the screen, double click on IIndex.TagNum.

NOTE: If the database field is already linked to another cell in the currentdatasheet, you will be prompted whether you wish to move the link to the new

datasheet cell. Thus disconnecting the database field from its originaldatasheet cell.

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18. Click Yes.19. You will be notified that the database field has been linked successfully. Click Ok.20. In the Available Tag Numbers list on the left hand side of the screen, double click on 10-TT-

01 to associate it with the document.21. The Synchronize window will appear. Click Close. (You only need to synchronize after all the

instruments are associated.)22. Repeat step 20 and 21 until 10-TT-01 upto 10-TT-10 are associated with the datasheet.23. When the Synchronize window appears. In the Synchronize ribbon bar, click Select All and

then To Document.24. 10-TT-01 upto 10-TT-10 should appear in cells A1 upto A10, respectively.

25. View the actual datasheet and next to Tag, enter SEE TAGLIST.


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9 Documents


How to use the document explorer .How to add revisions to documents .How to batch print .Creating other Excel documents.

9.1 Document Types

The following document types are available in DesSoft FDes.

LCD - Loop Connection Diagram (Auto Generated)TCD - Termination Connection Diagram (Auto Generated)CCD - Card Connection Diagram (Auto Generated)WCD - Wire Connection Diagram (Auto Generated)BLK - Cable Block Connection DiagramDSH - DatasheetSDM - SchematicSLD - Single Line DiagramDWG - AutoCAD FileHKP - HookupRIO - Remote I/O Connection Diagram (Semi Auto Generated)NETLAYOUT - Network Layout Connection DiagramSEMIAUTO - Semi Auto Generated Diagram

9.2 Document Explorer

Build a document for a Loop

1. Click on the Go Button > Components.2. Open loop 10-F-01 from the Tag List.3. Click on Documents in the loop.4. In the New Component Items ribbon bar, click Document.5. Click Ok.6. In the Document ribbon bar, click Properties.7. In the Tstrips section, select all the instruments.8. Under Select Template, select the 1DesTemplateLA4.dgm.9. Click Ok.10. In the Document ribbon bar, click Preview.

NOTE: This procedure is the same for any other component.

9.3 New Revisions

1. Click on the Go Button > Documents.2. Select all the documents in the Tag List.3. In the Document Action ribbon bar, click on Revise.4. Under Number, select A.5. Under Status, select FOR APPROVAL.

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6. Fill in the rest of the fields as required.7. Click Ok.8. Select 10-F-01 from the Tag List.9. In the Document Action ribbon bar, click on Update and View.

NOTE: To update the Rev fields in the tables, use the Revise Project button inthe Projects module.

9.4 Batch Print

1. Click on the Go Button > Documents.2. Select all the documents in Tag List. 3. In the Document Action ribbon bar, click on Print.4. Click No.

NOTE: Clicking Yes, will print the selected documents.


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9.5 Other Excel Documents

Build an Other Excel Document for cable 10-JB-01

1. Click on the Go Button > Other Excel Documents.2. In the List Options, select Cables.3. Double click on 10-JB-01 in the Tag List.4. In the Other Excel Documents ribbon bar, click on New.5. Under Tag Number, enter Cable Check Sheet.6. Click Ok.7. Under Sheet, enter 1 of 1.8. Click Ok.

9. You will be notified that tag numbers can now be associated with the document.10. In the Templates list, double click on CableCheckSheet.11. When prompted to confirm rebuilding the current document from the CableCheckSheet

template, click Yes.

NOTE: The interface is the same as datasheets. Here you can customize it, andlink fields to it


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10 Hookups

10.1 Creating Hookups

Create a hookup and populate it with data.

1. Click on the Go Button > Hookups.2. In the Hookups ribbon bar, click on New.3. Under Tag Number, enter Hookup-01.4. Click Ok.5. Under Hookups Templates, select Flow Transmitter.dgm.6. Under Drawing Name, enter Hookups Training.7. From the Hookup Standards List, select the following hookup items and add them by clicking

the left arrow.

HookupSTD Quantity

2 Way Pratley Box 1Flow Element 1Flanges 2Gland20-2 2Cable Ties 4Angle25 2Stand Instrument 1Flow TX 1

8. Click on the Associate Tag Numbers tab.

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9. Under Available Tag Numbers, double click on 20-FT-01 to associate it with the hookup.10. In the Hookup Actions ribbon bar, click Save.11. In the Hookup Actions ribbon bar, click Preview to create the hookup and view it.

Typical Hookup tokens on the hookup template.

NOTE: The drawings fields (above) will not be populated, because the document tokens do not exist.110


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11 Libraries


How to create library items.

What are Libraries?

Libraries are where all predefined/typical Loops / Cables / PLC / Terminal Strips / Motors etc. arestored.

There are two types of Libraries.

Local Library, and it is not shared. Meaning, only the current project can see it.Shared Libraries. which are accessible over multiple projects.

Shared libraries are recommended when you have multiple projects that canuse the same libraries.

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11.1 Creating a Library item

To create a library item a typical must be built first. In this section we are going to build a typical fieldpanel and store it in the library.

1. On the ribbon bar, click View.2. In the Libraries ribbon bar, click Project Library to open the Library window.3. Click on the Go button > Components.4. Under List Options, select Panels. 5. In the New Components ribbon bar, click Panels > Field Panels.6. Under Tag Number, enter 22-JB-02. 7. Under Tag Rules, select PanelField.8. Click OK.9. On the components window that has opened up, click on Tstrips.10. In the New Components ribbon bar, click Tstrip.11. Under Tag Rules, select Tstrip.12. Click on the Tstrip of the JB.13. Give it 3 Rows (1+, 1-, SCR) and repeat it 8 times. (24 Terminals)14. Click on Documents in the JB.15. In the New Components ribbon bar, click Document.16. Under Tag Rules, select DocTermCon.17. Click OK.18. In the Component Item Actions ribbon bar, click Update. (to ensure that the panel is saved.)19. Drag & drop the panel onto the Library List.20. Under Tag Number, enter JB 24 TERM (1+,1-,SCR).21. Click OK.

22. The library item will appear in the Library List.


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23. To test the library item, create 22-JB-03 and drag & drop the library item on it.

NOTE: Tag Rules are very important when creating libraries. The wrong TagRules will result in incorrect numbering when creating items from the libraries.


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12 Standards


How to add an instrument standard.How to associate an instrument standard with an instrument .

What are Standards?

A standard is a collection of data, that is provided as standard information by the manufacturer of aspecific component.

Let's take a cable for example:

Who is the manufacturer?What is the core size?What is the outside diameter?What is the rated current?What is the rated voltage?What is the mV drop?How much does it cost? etc.

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12.1 Updating Standards

Add an instrument standard to the instrument standards table.

1. Click on View in the ribbon bar.2. In the Standards Editor ribbon bar, click on Instrument Standards.

3. Click on Add. 4. In the new record that appears, enter Training under Manufacturer.5. Enter Transmitter, under Model.6. Enter TT, under Func.

(Note: Once you have entered TT, the Standard should have disappeared, but don't worry, in the

green field right at the top, under Func, filter for TT. you will see the instrument standard now.)

7. Enter Transmitter, under Description.8. Scroll right to the end, and enter 9 under Cost.9. Click Ok.10. Click View in the ribbon bar.11. In the Standards ribbon bar, click on Project.12. In the Standards list, select the Instruments tab. The new instrument standard will appear in

the list.


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12.2 Associate a standard to an instrument

1. Click View in the ribbon bar.2. In the Standards ribbon bar, click on Project.3. In the Standards list, select the Instruments tab.4. Click on the Go Button > Components.5. In the List Options, select All Instruments.6. In the Standards List, filter for Level in the Model column.7. In the Tag List, select 10-LT-01.8. Drag & drop the selected standard onto the selected component.

NOTE: The same method is used to associate a Cable-, Card- or devicestandard.

NOTE: Bulk association/updates can be done by selecting multiplecomponents in the Tag List.


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13 Hands-On Two

For this hands-on session we are going to use all the skills learnt so far tocreate the following project:

Loop Number Instrument I/O Junction Box Card Panel

10-T-01 10-TT-01 AI 10-JB-01 10-PLC-0110-P-01 10-PT-01 AI 10-JB-01 10-PLC-0110-P-01 10-PY-01 AO 10-JB-01 10-PLC-0110-L-01 10-LT-01 AI 10-JB-01 10-PLC-0110-L-01 10-LY-01 AO 10-JB-01 10-PLC-01

10-T-02 10-TT-02 AI 10-JB-02 10-PLC-0110-T-03 10-TT-03 AI 10-JB-02 10-PLC-0110-T-04 10-TT-04 AI 10-JB-02 10-PLC-0110-T-05 10-TT-05 AI 10-JB-02 10-PLC-0110-F-01 10-FT-01 AI 10-JB-02 10-PLC-01

10-T-06 10-TT-06 AI 10-JB-03 10-PLC-0110-T-07 10-TT-07 AI 10-JB-03 10-PLC-0110-T-08 10-TT-08 AI 10-JB-03 10-PLC-01

10-T-09 10-TT-09 AI 10-JB-04 10-PLC-0110-X-01 10-XZSO-01 DI 10-JB-04 10-PLC-0110-X-01 10-XZSC-01 DI 10-JB-04 10-PLC-0110-X-01 10-XY-01 DO 10-JB-04 10-PLC-01

10-T-10 10-TT-10 AI 10-JB-05 10-PLC-0110-X-02 10-XZSO-02 DI 10-JB-05 10-PLC-0110-X-02 10-XZSC-02 DI 10-JB-05 10-PLC-0110-X-02 10-XY-02 DO 10-JB-05 10-PLC-01

1. Create a new project: Training3.2. Add the Instruments, JB's and PLC. (You may use the libraries)3. You only have 1 pair and 8 pair cables in stock.4. You only have JB's with 24 terminals in stock.5. JB's containing analog and digital signals, have analogue (TS-A) and digitial (TS-D) Tstrips.6. Analog input and output cards have 8 channels.7. Digital input and output cards have 16 channels.8. Every cable must land on its own landing strip in the PLC panel.9. Generate the Loop Connection Diagrams.10. Create a Multi-Tag Datasheet for all the temperature transmitters.11. Create a Hookup for all the temperature transmitters.

HookupSTD Quantity

RTD TX Assembly 1Temp TX 1Thermowell 1Fitting 1/2" SS 1Signal Cable 1Cable Tie 1Loop Tag 1Cable Ties 2Angle25 2


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14 Racking and Routing

Create a new rack and define its properties

1. Click on the Go button > Racking & Routing.2. In the Module Actions ribbon bar, click Open Module.3. In the Racks ribbon bar, click on New Rack.

The Environmental Factors are as defined in SABS-0142

4. Under Description, enter Main Rack.5. Under Location, enter MCC.6. Under Length, enter 100. (Represents Meters)7. Under Width, enter 300. (Represents Millimeters)8. Under Depth, enter 100. (Represents Millimeters)9. Under Spacing, enter 2. (Represents Millimeters)10. Under Fill Factor, enter 80. (Represents Percentage)11. Leave the Environmental Factors section unchanged.12. Click Ok.

Create a sub-rack for this rack and define its properties

13. In the Racks ribbon bar, click on New Sub Rack.14. Under Description, enter Sub Rack A1.15. Under Location, enter MCC.16. Under Length, enter 100. (Represents Meters)17. Under Width, enter 200. (Represents Millimeters)18. Under Depth, enter 100. (Represents Millimeters)19. Under Spacing, enter 2. (Represents Millimeters)20. Under Fill Factor, enter 80. (Represents Percentage)21. Leave the Environmental Factors section unchanged.22. Click Ok.

Create another sub-rack for rack A and define its properties

23. Click on A.24. In the Racks ribbon bar, click on New Sub Rack.25. Under Description, enter Sub Rack A2.26. Under Location, enter MCC.

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27. Under Length, enter 100. (Represents Meters)28. Under Width, enter 150. (Represents Millimeters)29. Under Depth, enter 90. (Represents Millimeters)30. Under Spacing, enter 2. (Represents Millimeters)31. Under Fill Factor, enter 80. (Represents Percentage)32. Leave the Environmental Factors section unchanged.33. Click Ok.

Create a sub-rack for rack A2 and define its properties

34. Click on A2.35. In the Racks ribbon bar, click on New Sub Rack.36. Under Description, enter Sub Rack A21.37. Under Location, enter Boiler.38. Under Length, enter 40. (Represents Meters)39. Under Width, enter 150. (Represents Millimeters)40. Under Depth, enter 100. (Represents Millimeters)41. Under Spacing, enter 2. (Represents Millimeters)42. Under Fill Factor, enter 80. (Represents Percentage)43. Leave the Environmental Factors section unchanged.44. Click Ok.

Select a cable and route it onto Sub Rack A21

45. Click on A21.46. In the Cable Route ribbon bar, click Auto Route.

Define its tie-offs and use as cable route

47. Under Length of Rack, select End of Rack (<) and enter 3 in the box.48. Under Fixed Structure Length, leave it on Angle Iron and enter 2 in the box.49. Under Free Cable Length, enter 3 in the box.


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50. In the Tag List, click on 10-JB-01.51. Click on Use as cable route.52. In the Show ribbon bar, click on Cables on rack.

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Calculation options explained

Tie-off lengths per cable must be specified according the following rules: Begin of Rack (>) option - Only the specified length will be calculated. End of Rack (<) option - The whole length of the rack minus the length specified will becalculated

Fixed structure length is where the cable jumps off the rack onto an Angle Iron or Conduit pipeor any other fixed structure that cannot be classified as a rack. The whole length specified will becalculated.

Free Cable Length will be unsupported cable. The whole length specified will be calculated.

Uses Rack Width check (by default on) can be switched off if the diameter of the cable must beignored when doing the rack width utilization calculation when (for example) the cable is lying ontop of another cable.

Use As Cable Route will do the above calculation as well as all the lengths of the racks in theroute for all selected cable(s) in the Cable List and Saves the route to the database.

Recalculate Cable Lengths can be used to recalculate all the already routed cables when racklengths have been changed afterwards in the Rack Table. The recalculate cable lengths can bedone at any stage during the project.

Calculate Rack Utilization is used to calculate the Used Width AND Unit Weight of the racks.This can be done at any time during the design phase but the final calculation must be done afterthe cables have been routed and the correct cables standards have been assigned or calculated.A red rack name will indicate that the used width for that rack is more than the defined width forthat rack. The Unit Weight will be calculated according to the specified Unit Weight for the cablestandard assigned to the routed cable.


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15 Tables


How to modify table structures.How to import table information.How to export table information.How to rebuild tag numbers.How to parse tag numbers.

15.1 Modifying Table Structures

Change the field size of the I_O column in the Term table.

1. Click on the Go button > Tables.2. In the Table List, click on Term.3. In the Table Option ribbon bar, click Modify.4. In the list, select I_O.5. Change the Field Size to 8.

6. Click Update.7. Click Ok.

NOTE: You can also add / delete columns here.

NOTE: Always refresh your table for changes to be visible.

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15.2 Exporting Tables

1. Click on the Go button > Tables.2. From the Table List, open the table you wish to import to.3. In the Table Data ribbon bar, click Export.

4. Select the file type you wish to export the table data to.5. Browse to the location where you wish to create the file by clicking the ellipse button.6. Specify the filename.7. Click OK.

15.3 Importing Tables

1. Click on the Go button > Tables.2. From the Table List, open the table you wish to import to.3. In the Table Data ribbon bar, click Import.4. Browse to the file you wish to import.5. Click Open.


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6. Check the field(s) that exist in the file as well as in the table that can be used as the link keybetween the file rows and the table records.

7. Click OK.

15.4 Rebuild Tag Numbers

1. Click on the Go button > Tables.2. Double click on IIndex to open the Instrument table.

You will notice we only have 4 instruments. Out of those 4, only 2 have tag rules (20-FT-01and 20-FY-01). The Area, Func and Num will be empty for the instruments that DON'T haveTag Rules assigned.

3. In the Area field of 20-FT-01 (that is blank), make it 22 and press enter.4. Select the Area field of 20-FT-01 again. 5. Press and hold Ctrl on your keyboard and press the down arrow.

The Ctrl key copies the selected field's value to the next cell.The Alt key increments the selected field's value to the next cell.

6. Once all the Area fields are 22, click on Bulk Tools in the ribbon bar.7. In the Tag Rule Tools ribbon bar, click Rebuild Tag Numbers.8. In the Grid Data Actions ribbon bar, click Refresh.

NOTE: Rebuild Tag Numbers works with your tag rule. The result of thisfunction also depends on whether the GroupTag is used or not.

NOTE: Tag rules not based on GroupTag will rebuild the TagNum using thefields used in the tag rule e.g. Area, Func, Num, Suffix, etc.

NOTE: Tag rules based on the GroupTag will only work correctly if there is aGroupTag i.e. Loop, etc.

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15.5 Parse Tag Numbers

1. Click on the Go button > Tables.2. Double click on IIndex to open the Instrument table.3. Clear the Area, Func and Num columns!!4. Enter Area-Func-Num in the TagRule column. 5. Press and hold Ctrl on your keyboard and press the down arrow.

The Ctrl key copies the selected field's value to the next cell.The Alt key increments the selected field's value to the next cell.

6. Once all the rows are populated, click on Bulk Tools in the ribbon bar.7. In the Tag Rule Tools ribbon bar, click Parse Tag Numbers.8. In the Grid Data Actions ribbon bar, click Refresh.

NOTE: Parse Tag Numbers works with your tag rule. The result of this functionalso depends on whether the GroupTag is used or not.

NOTE: Tag rules using the GroupTag will parse using the TagNum as theGroupTag.

NOTE: Tag rules not using the GroupTag will not parse the tag number.


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16 Queries


How to create queries.

A good reference on the internet for queries is the SQL tutorial at: www.w3schools.com

16.1 Creating Queries

Write a query to count the terminals in the project

1. Click on the Go Button > Queries.2. In the Query Options ribbon bar, click New.3. Select Create a SELECT query.4. Under Query Name, enter Term Count.5. Click Import.

6. Write the following query to return the amount of terminals in the project, in Notepad/Word.

SELECT Count(Term.TNum) AS TermCount FROM Term

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7. Copy and paste the query into the import box in the picture above.8. Click Next.9. Click Finish.10. In the Queries List, expand Select.11. Double click on Term Count.

Change the query to include the Tstrip tag numbers the terminals belong to

12. In the Queries List, select Term Count.13. In the Query Options ribbon bar, select Modify.14. Change your query to the following:

SELECT Tstrip.TagNum, Count(Term.TNum) AS TermCountFROM Tstrip INNER JOIN Term ON Tstrip.TstripID = Term.TstripIDGROUP BY Tstrip.TagNum

15. Click Next.16. Click Finish.17. Double click on Term Count.

In the query above, we joined the tstrip table to the term table and grouped the result by the paneltagnum. When you run the query, you will notice it returns all the instrument terminals and someunwanted terminals as well.To filter out the instrument terminals:

18. Modify your query and change it to the following:

SELECT Panel.TagNum, Tstrip.TagNum, Count(Term.TNum) AS TermCountFROM Panel INNER JOIN (Tstrip INNER JOIN Term ON Tstrip.TstripID = Term.TstripID) ON Panel.PanelID = Tstrip.AssocGIDWHERE Panel.PType = 'FLD'GROUP BY Panel.TagNum, Tstrip.TagNum

In the query above, we added a join between the panel table and the tstrip table and we placed a filteron the query (WHERE) to return only field panels (PTYPE=”FLD”). This result will only be field panelterminals.

STATEMENT EXPLANATION

SELECT Selects data from the database

JOIN Joins tables together

WHERE Filters the selected data for a specified value

GROUP BY Groups common values for the fields specified, inthe order they are specified


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17 Hands-On Three

1. Modify the Term table.2. Under Field Name, enter TermType.3. Under Data Type, select VarChar.4. Under Field Size, enter 20.

5. Click Add.6. Click OK.7. Click on the Go Button > Components.8. Open 10-JB-01 and view it's Tstrip.9. Under TermType, enter Phoenix Fused 1.5mm for all the postive terminals.10. Under TermType, enter Phoenix 1.5mm for all the other terminals.

11. Click Tools in the ribbon bar.

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12. In the Options ribbon bar, click 1Des Options.13. Select Library Fields in the list.14. Under Select Table, select Term.15. Under Table Fields, select TermType.16. Click the green arrow to include TermType in the Selected fields.

17. Click Store Fields.18. Click OK.19. In the ribbon bar, click Tools.20. In the Compare Tools ribbon bar, click Libraries > Current project with project library.21. On the left hand side, select the Term table.22. Click Compare.23. Click Sync to synchronize the project database with the library database. (structures only, NOT

data)24. Click Exit.25. Create a library item from the Tstrip.26. Rebuild your other JB tstrips from the library item.27. Modify the Term Count query to include the TermType field.28. Execute the query.

SELECT Panel.TagNum, Tstrip.TagNum, Count(Term.TNum) AS TermCount, Term.TermTypeFROM PanelINNER JOIN (Tstrip INNER JOIN Term ON Tstrip.TstripID = Term.TstripID) ON Panel.PanelID = Tstrip.AssocGIDWHERE Panel.PType = 'FLD'GROUP BY Panel.TagNum, Tstrip.TagNum, Term.TermType


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18 Reports


How to view reports.How to create your own reports.

18.1 Viewing Reports

Select and view the Instrument index and Cable Schedule.

1. Click on the Go Button > Reports.2. Double Click on Instrument Index to view it, close when done.3. Double Click on Cable Schedule to view it, close when done.

18.2 Creating Reports

NOTE: We are going to create a report for the query we created in Hands-OnThree.

1. Click on the Go Button > Queries.2. In the Queries List, select Term Count.3. In the Query Options ribbon bar, click Modify.4. Copy the query.5. Click cancel.6. Click on the Go Button > Reports.7. In the Report File ribbon bar, click New.8. Paste the query in the box that appears.

9. Click Next.10. Move all the fields into the Detail section.

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11. Click Next.12. Under Layout, Select Tabular.13. Click Next.14. For training, select the first style for your report. Otherwise, select any style you wish to use.15. Click Next.16. Name the report TermType Count - Field Panels.17. Select Preview the report.18. Click Finish. Your report should look like the one below.

19. In the Reports list, select TermType Count - Field Panels.20. In the Report File ribbon bar, click Design.21. Change the design of the report to look like the one below.

Always remember to double check the intelligent fields' Design Name andData Text.


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22. In the Save ribbon bar, click Save.23. In the View ribbon bar, click View. Your report should look like the one below.

NOTE: Document tokens also work on reports.


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19 Templates


Border templatesLCD Auto config filesTCD Auto config filesCCD Auto config filesExpression identifiers in auto config filesCustomizing Auto config files.Semi Auto Generate diagrams

The border templates are located in the "Templates" tab under Go > Templates. Auto-Generatedfiles drawings e.g. LCD, TCD etc. are located under the "Auto Config Files" tab. Other templatessuch as Hookups, Utensils, Network Symbols are located under their respective tabs.

19.1 Border Templates

NOTE: Border templates control the X-coordinates for Auto GeneratedDiagrams.

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The characters between "<>" on the border template, resemble the TSCON of the Tstrip that youto place there. This can be found and altered in two places!The border template controls the X-coordinates of the auto config blocks on the LCD.

1. The Tstrip table and2. In the detail connect module.


© 2011 DesSoft

19.2 Auto Config Files

LCD Config Files.

The basic LCD Auto config file consists of three config blocks.- AutoLoopInstr- AutoLoopTerm- AutoLoopCard

These three blocks are the default symbols for instruments, terminals and cards and areessential in generating any loop connection diagram.If any of these blocks are not present, the loop connection diagram will not generate correctly.The auto config blocks in the auto config file controls the Y-coordinates on the LCD.

Symbols starting with AutoLoopInstr refer to symbols used for instruments.

Symbols starting with AutoLoopTerm refer to symbols used for terminals.

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Symbols starting with AutoLoopCard refer to symbols used for cards.

Other Functions

ToCableLineDistance controls the length of the link line from the cable's down line to the cableobject.FromCableLineDistance controls the length of the link line from the cable object to the cable'sdown line.DYGroupStepSize controls the distance between the group breaks in a loop drawing.

TCD Config Files.

The TCD Auto config file consists of three config blocks.These three blocks are essential in generating any termination connection diagram.If one of these blocks are non-existent, the termination connection diagram will not generate!


© 2011 DesSoft

CCD Config Files

The CCD Auto config file consists of three config blocks.These three blocks are essential in generating any card connection diagram.If one of these blocks are non-existent, the card connection diagram will not generate!

Expression Identifiers for Auto-generated drawings

The following identifiers can be used to control your appearance of a drawing by putting your tokenswithin the required identifiers as specified below.

1. Static textThe “{“ Identifier is for Static Text – Starts and ends with curled brackets.E.g. {Termination Drawing}

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Will always place the text Termination Drawing in that position on the diagram.

2. In Line If statement (IIF)IIF(Condition,Value1,Value2) – Tests for a condition and then returns the respective value.E.g. IIF(Core=””,”SPARE”,Core)Will return SPARE if there is no core. Otherwise, it will return the Core value.

3. Header band (IfTstripChange-Function)Will print/display values only when there is a Tstrip change.The “[“ Identifier is for TstripID change – Starts and ends with square brackets.E.g. [Tstrip.TagNum] Will always place the Tstrip Number in that position on the diagram.

The following functions are only valid for TCD Auto config files.

1. Group band (IfGroupChange-Function)Will print/display values only when the Tstrip’s GRP value changes. The “<” Identifier is for TstripID + GRP change – Starts smaller than character and ends withgreater than character .E.g. <Card.Chnl> Will place the Card’s channel number whenever there was a group change, that is whenever theTstrip’s ID AND its GRP value has changed.

2. Cable Band (IfCableChange-Function)The “(“ Identifier is for CableID change – Starts and ends with round brackets.E.g. (Cable.TagNum) Will place the cable number on the diagram whenever there was a cable change.

3. Cable Band (IfInCableChange-Function) – for In or Source CableThe “(<“ Identifier is for InCableID change – Starts with round bracket + smaller than characterand ends with round bracket.E.g. (<Document.DwgName)Will place the reference drawing number for the source cable’s Tstrip’s associated document –where the Tstrip’s ID occur in the document’s PrintRange.

4. In Line If statement (IIF) using InCore FunctionIIF(Condition,Value1,Value2) - Test for a condition and then returns the respective value from

the AutoTermOut group.

E.g. IIF(InCore=””,”SPARE”,InCore)Will return “SPARE” if there is no core else will return the incoming Core valueValid In?? functions are: InCore, InCoreTag1, InCoreTag2, InCoreTag3, InCable (CableTagNumber)

19.3 Customizing Auto Config Files

NOTE: The concept of customizing Auto Config files, is the same for LCD, TCDand CCD.


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1. Click on the Go Button > Templates.2. In the Templates List, click the Auto Config Files tab.3. In the Templates List, open the LCD.dgm template.4. Select the AUTOLOOPINSTR Auto Config Block by clicking the yellow square in the left hand

corner of the Auto Config Block.

5. Press and hold Ctrl on your keyboard and left click and drag the Auto Config Block to copyit.

6. Place it after the AUTOLOOPCARD Auto Config Block.

NOTE: Align TAGNUM and CABLE on the dotted line to ensure that the lines onthe drawing don't have an offset when generated.

7. In the AUTOConfig ribbon bar, click Tag Ungroup.8. By making use of the options in the Draw Shapes ribbon bar, modify the contents of the Auto

Config Block to look similar to the picture below.

9. When done, select all the components you want in that Auto Config Block by dragging anelastic around it.

10. In the AUTOConfig ribbon bar, click Tag Group.11. Rename the original Auto Config Block to AUTOLOOPINSTR_OLD. (Now the original Auto

Config Block will not be used for our LCD.)12. In the ribbon bar, click Templates.13. In the Template ribbon bar, click Save.

Create a document for loop 10-P-01 and view it

14. Click on the Go Button > Components.15. Open loop 10-P-01 from the Tag List.16. Click on Documents in the loop.17. In the New Components ribbon bar, click on Document.18. Click Ok.19. Click on the Go Button > Documents.20. Click on 10-P-01 in the Tag List.21. In the Document Action ribbon bar, click on Properties.22. In the Tstrips section, select all the instruments.

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23. Select the 1DesTemplateLA4.dgm if it is not already selected.24. Click Ok.25. Select the 10-P-01 in the Tag List.26. In the Document Action ribbon bar, click on Update and View. The LCD should look like

below.

27. Return to the Auto Config File.28. Rename AUTOLOOPINSTR_OLD to AUTOLOOPINSTR2. (Now this Auto Config Block will be

used for the 2ND instrument in our loop)29. In the ribbon bar, click Templates.30. In the Template ribbon bar, click Save.31. Click on the Go Button > Documents.32. Select the 10-P-01 in the Tag List.33. In the Document Action ribbon bar, click on Update and View. The LCD should look like

below.

34. Return to the Auto Config File.35. Change the DyGroupStepSize to 60.36. In the ribbon bar, click Templates.37. In the Template ribbon bar, click Save.38. Click on the Go Button > Documents.39. Select the 10-P-01 in the Tag List.40. In the Document Action ribbon bar, click on Update and View. The cards will not overlap

anymore.41. Return to the Auto Config File.42. Copy the AUTOLOOPTERM Auto Config Block.43. Place it after the AUTOLOOPINSTR Auto Config Block. Remember to align TNUM and

CABLE on the dotted line!44. In the AUTOConfig ribbon bar, click Tag Ungroup.45. By making use of the options in the Draw Shapes ribbon bar, modify the contents of the Auto


© 2011 DesSoft

Config Block to look similar to the picture below.

46. Rename the Auto Config Block to AUTOLOOPTERM1B. (Now this Auto Config Block will beused for the Tstrip with TSCON=B of the 1ST instrument in the loop.)

47. When done, select all the components you want in that Auto Config Block by dragging anelastic around it.

48. In the AUTOConfig ribbon bar, click Tag Group.49. In the ribbon bar, click Templates.50. In the Template ribbon bar, click Save.51. Click on the Go Button > Documents.52. Select the 10-P-01 in the Tag List.53. In the Document Action ribbon bar, click on Update and View. Your LCD should look like

below.


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20 Semi Auto Generate diagrams

This drawing engine is mostly used for Fieldbus related diagrams.

The Border Templates are stored in the active application's library under the Templates folder e.g ...\Library\Instrumentation\Templates

The TT Auto Config Files are stored in the active application's library under the Blocks folder e.g ...\Library\Instrumentation\Templates\Blocks

Semi Auto Generated files are usually associated with e.g. TCD's where a static border template isused for the selected TStrip and Auto Generated config template tokens are used to insertinstrument(s) and card(s).

Semi-Auto Generated Diagrams can also be done using AutoCAD type templates and Auto ConfigFiles. The workflow and principles are exactly the same as for the DGM format.

Example of a Semi-Auto Generated Diagram

20.1 Border Templates

The Border template used in a Semi Auto-generated Diagram contains both ordinary document

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tokens as well as "TT" tokens used in conjunction with the TT Auto Config Files.

Above is an example of a border template for a Semi-Auto Generated Diagram found in the 1DesStructures. The information that will remain constant is contained on the border template itself (seeabove) and TT tokens are used to enable the software to insert the instruments and cards (derivedfrom their assigned Auto Config Files) at the specified positions on the diagram upon generation.

Ordinary document tokens can also be used on these type of diagrams.

These TT tokens are configured in the following manner:

&TT1G1

All TT tokens start off with &TT and defines the token as the insert point for instrument andcards.The first number in the token is the Tstrip's ORD value associated to e.g. the panel youcreate the document in.The letter determines if the token inserts an instrument or card configuration block, using a Gor C respectively.The last number in the token is associated to the GRP of the selected Tstrip.The top left resize point of the token text box is used to align the Auto Config file's"insertpoint" to the TT token position in the template.

The Card information for each instrument can be obtained only if the I/O isallocated to a Soft Address through the Card Connect module.


© 2011 DesSoft

20.2 Auto Config Files

The TT Auto Configuration files start with "TT" and are located under the Auto Config Files tab underthe templates module.

TT

Each TT configuration comes in pairs, where TT<Name>.dgm is the auto config file for theinstrument and TTCARD<Name>.dgm is the auto config file for the connected card. The fileextension can either be DGM or DWG. Lets take a look at the two basic TT auto config files:

TT.DGM Block

"insertpoint" specifies the point where the block is inserted in the template with the &TTinstrument (G) token. The top left resize point of the "insertpoint" text in the auto config file willalign to the &TT token text in the border template.

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TTCARD.DGM Block

"insertpoint" specifies the point where the block is inserted in the template with the &TT card(C) token. The top left resize point of the "insertpoint" text in the auto config file will align to the &TTtoken text in the border template.

Both instrument and card Auto Config Files must contain a textbox with the text "insertpoint" inorder for the application to know where to join the insertpoint for the Auto Config File and bordertemplate. Should you wish to present various instruments on the Semi-Auto Generated Diagram using yourown Auto Config Files, you must specify the name of the Auto Config File, minus the "TT", in theTemplate column of the Term Table for the terminals of the instrument, i.e. if you want to usethe "TT_FEFT.DGM" Auto Config File for only the FTs with FEs connected to them, then you wouldpopulate the Template column for the FT's terminals with "_FEFT". Now the software will use the "TT_FEFT.DGM" Auto Config File for the instrument when presenting it on a Semi-Auto GeneratedDiagram. (See below)

Should you decide that the above mentioned instruments' cards must also be presented with aunique card Auto Config File, you must name this Auto Config File EXACTLY the same as theinstrument's Auto Config File, plus "CARD", i.e. if the instrument's Auto Config File is "TT_FEFT.DGM", then the card's Auto Config File will be "TT_FEFTCARD.DGM".


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21 Tokens


How Document Tokens work.How Switch Tokens work.

21.1 Document Tokens

What are document tokens?

A token is the text on a drawing that is being used to link information from the database. A tokencan be identified as text starting with the “&” character.

Understanding document tokens

Typical token structure is &1B2,Panel.TagNum or &2A3,Term.TNum.As terminal, Panel, Tstrip, etc numbers are commonly used per template, shortcuts can be createdto reduce the amount of “clutter” on the template. These shortcuts must be created and viewed inFDes from the menu “View\Document Tokens”. For the above example Panel.TagNum can bereplaced by Panel and Term.TNum by TN.E.g: &1B2,Panel or &2A3,TN. To achieve this, the document tokens are created as follows:

Panel = Panel.TagNumTN = Term.TNum

And for the same matter one could createTC = Core.Core (Connected Terminal’s Core Color)

A token consist of the identifier, an address section and the database reference name, e.g. &2A3,Term.TNum where:1. Identifier = &2. Address = 2A3The address (2A3) is the seek field been used to get the correct record from the database where:\

Ord address = the digits before the character, in this case “2” represents an Ord number of theTstrip in Field bus templates or the Ord of the Instrument in a Loop drawing. Thus in a typical fieldbus junction box, there can be three or more Tstrips and the Ord field in the Tstrip table willuniquely identify the Tstrip’s data to be displayed on the drawing.TsCon address = the Tstrip connection position within a connection row. A connection row are theconnections for example from the instrument’s positive terminal to the junction box terminal, viamulti-core cable to the PCS/PLC/DCS cabinet’s terminal to the card’s terminal and then onewould have another row for the negative terminal, etc. The TsCon will start at A and increments toD in the above scenario. (See below)

Trow address = the digits after the character, in this case “3” that presents the terminal rownumber within the tstrip or for that matter in a loop diagram the Instrument’s tstrip’s trow number.The Trow address is only required when detail connections needed to be displayed.

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3. Database reference = Term.TNum(Remember that the database reference can be replaced by a shortcut token)(The database reference needs to have the table name plus a dot plus the column name in that table.When a shortcut token is used, there is additional functionality available namely the IIF function andalso the Get type functions like GetS, GetN, etc.)

Tips (suggestions) for future planning when using templates on a FDes project:

To allow existing templates to work and possible future templates to be created as different loopconfigurations occur during the project process:

1. Make sure that all instruments are in Tstrip connection position (TsCon) “A”2. All junction box TsCon in “J”, which allows other JB’s or LCP to be created between the

Instrument and the JB.3. All Card TsCon in “Y”, which allows other cabinets, Marshalling strips to be somewhere between

“J” and “Y”, etc.

21.2 Switch Tokens

What are switch tokens?

Like document tokens, a switch token is the text on a drawing that is being used to link informationfrom the database. A switch token is used to get connection information on a drawing for aninstrument, when that information does not carry the instrument's signal. A switch token can beidentified as text starting with the “^” character.

Understanding switch tokens

Typical token structure is ^[D1],TNUM or ^[D1L1],CORE. or .1^[D1L1],TN ( this token is onlyhandled on connection row one)

A switch token consists of the identifier, a direction/address section and the database referencename. For example: ^[D1L1],TNUM where:Identifier = ^Direction/address = [D1L1]Database reference = TNUM where TNUM = Term.Tnum

Direction/address = The characters in this section resembles a direction: D = Down, U = Up, L= Left, R = Right. The digits define how many times the "switch" must occur in the respectivedirection. In this case, the switch token will switch Down 1 and Left 1.Database reference = This can be in either the table.column format or a document token.

Example of switch tokens


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22 Additional datasheet links

When inserting custom fields into a table to add extra information to say an instrument (i.e. IINDEXtable), we are limited by the amount of columns in each table. A limit exists of 90 fields per anytable.

We can overcome this limit by:1. Adding Additional Tables , or2. Use the Datasheet Table (recommend)

22.1 Adding Additional Tables

Note: Adding additional tables is not recommended, but this section will guideyou in using it.

Note: when creating an additional table, a field must exist with the same nameas the table as well as ID at the end i.e. if a table My_Table was created, a fieldMy_TableID must also exist for the software to be able to add entries correctly

within the table.

Note: Refer to Adding to an existing project when working with an alreadycreated project.

For this exercise we will be using the example of a "Process" table as a custom user createdtable.

22.1.1 Adding to new project

At the beginning of a project and using a third party application we will add the additional tablerequired as well as the required fields. For this exercise we will use Microsoft Access:

1. Create a new table and rename it to Process2. Add the first field called ProcessID as the primary key using number as the type and longinteger as the field size property.3. Add the custom fields e.g. AmbientTemp, MaxTemp, MinTemp, MaxFlow, MaxPressure, etc.4. Set the field types and size properties accordingly.

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Note: Text is preferred when not working with ID's. Make sure that the "AllowZero Length" or Allow NULL property is set to Yes/TRUE.

Add the Process table to the TagRules.AdditionalTable field: 5. Click on Go>Components.6. Create an instrument using a tagrule.7. Add the table name "Process" to the Additional Tables textbox.8. To save the changes of the tagrule by clicking the Update button (this will add the Process tablein the AdditionalTable field of the TagRules table).


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Note: when we create a new instrument with the additional table information inplace, it will automatically add the instrument ID to the primary key. Thus, if we

did not have a new project the steps to add the process table starts to getcomplicated.

9. To apply it to more than one tagrule, we could either select and update each tagrule one by one,or we can edit the TagRules table. Click on Go>Tables10. Open the TagRules table. If it isn't showing click on the "Show Hidden Tables" button and/orrebuilding the table list by right-clicking on the table list and selecting "Refresh".11. Add Process to the AdditionalTable field for all the tagrules we require it for.


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Link the additional information to our datasheet:11. Click on Go>Datasheets and then Open Module.12. Open the datasheet or create a new one and associate an instrument that uses the tagrule(s)we populated the TagRules.AdditionalTable field with Process.13. Link the needed Process table fields to the datasheet by selecting and linking from theDatabase Fields list.

Note: If the table isn't showing in the list, check to see if the changes have beensaved in the TagRules table.


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22.1.2 Adding to an existing project

When adding an additional table to an existing project, we can use either methods like a SELECTINTO query to create the table and first fields of that table and populate them or rather use theimport function to populate a table.

Note: the use of a third party application, e.g. Microsoft Access, to create thetable is recommended.

Note: if you have already created the table, export the table data to back it upand then delete the table from the database.

1. Create the Process table as well as the required Process.ProcessID field and the optionalProcess.TagNum field:

Remember that the application requires the primary key field to be of type "Number" and the nameof the field must be the table name and end with ID. The other fields must be allowed to beempty, so set the Allow Zero Length property to "Yes".

2. We must now filter the data we wish to import into the process table using a query. We will filterfor all the tag numbers that have tag rules associated to the Process table. Refer to the previoussection on the additional table field. The TagRules.AdditionalTable field will be populated with"Process" where the tagrule uses and populates the Process table. We'll use the IIndex.User5 field(if empty) and set it to "Process" where the instrument uses such a tag rule:

UPDATE IIndex INNER JOIN TagRules ON IIndex.Tagrule=TagRules.RulenameSET IIndex.User5 = 'Process'WHERE TagRules.AdditionalTable='Process'

3. Open the IIndex table and filter on User5 for Process

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4. Export the filtered IIndex table and open it in e.g. Microsoft Excel for editing.5. Delete the coloumns not required and rename the field names to match the fields in the Processtable i.e. IIndexID will be ProcessID and TagNum will stay TagNum.

6. Open the Process table and Import the data.

7. Modify the Process table to have the desired custom fields.

You can now also import the other tables you wish to include to your custom table in the samemanner. Follow from step 11 of the previous section to link to your table.

Note: creating a table and importing the data without an ID, will generate newID's for the tag numbers, this will not link the table to the tag numbers in the

other tables.

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22.2 Datasheet Table

There is no limit on the amount of rows a single table can have and since the limit to the horizontalfields is limited to 90, we can use the rows to add data instead. The Datasheet table is designed forthis specific reason, to allow custom fields above the amount of the table limit, without the arduousprocess of working with additional tables.

When editing or creating a new datasheet, to add custom fields using the Datasheet table:

1. Click the Add button on the Database Fields.

The Datasheet Data Editor window will pop up:


© 2011 DesSoft

2. Type in MaxFlow or any other custom field you require in the Link Name field.3. You can add a default Data Value as well.4. Click Add to add to the list and then OK to store the changes.5. Filter for the link you've just added and link to the desired cell location on the datasheet.

If you've finished setting up the datasheet you can click on Save To Library to use your datasheet asa template.


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23 Speed Tools


Cable block import.Building loops in bulk.Bulk updates using the libraries.Auto Core Connections.Building documents in bulk.Build Datasheets in bulkImport/Export Datasheet Table

23.1 Cable Block Import

1. Click on Bulk Tools in the ribbon bar.2. In the Cable Block Tools ribbon bar, click Export Connections.3. In the Export Actions ribbon bar, click All Cable Connections.4. Save the document as Import Connections.xls (remember the path it's saved at)5. Open the document in Excel, and copy the following into it, word for word.

6. Save and close the document.7. Click on Bulk Tools in the ribbon bar.8. In the Cable Block Tools ribbon bar, click Import Connections.9. Browse to the Import Connection.xls file.10. In the Actions ribbon bar, select Create Block Diagrams.11. In the Actions ribbon bar, click Check Tags and Build Connections with checked options.

NOTE: Any existing column in the database can be added to the Cable BlockImport. Everytime a matching column is found, the data will be inserted.

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23.2 Build Loops

After bulk importing of instruments the build loops tool can be used to createand associate instruments to loops.

1. Click on Bulk Tools in the ribbon bar.2. In the Building Tools ribbon bar, click on Build Loops.3. Under Loop Tag Number Configuration, you can enter/select rule configurations (similar to

Tag Rules) with which your loop numbers will be created. The default rule is: GetS(1,TagNum,"-") + "-" + GetL(1,GetS(2,TagNum,"-")) + "-" + GetS(3,TagNum,"-"). This rule buildsthe loop with the Area + first character of Func + Num.

4. Click on Select All Tags.5. Click on Build Loop Tags for selected.6. Click OK.

Note: Only instruments with a LoopID that is 0 or empty in the IIndex table willappear in the Build Loops dialog.


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23.3 Bulk Update Using Libraries

1. Click on the Go Button > Components.2. In the List Options, click on All Instruments.

3. In the Tag List, filter for LT. 4. From the Tag List, open 20-LT-01. (Notice it doesn’t have a Tstrip and that the Cable doesn’t

have any cores.)5. In the Tag List, select 20-LT-01 and 20-LT-02.

6. Click View in the ribbon bar.7. In the Libraries ribbon bar, select System Library.8. In Library, select the Tstrip tab.

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9. Drag & drop 1GRP - AI (+,-,) onto the selected instruments in the Tag List.10. In the Tag List, filter for LY.11. Select 20-LY-01 and 20-LY-02.12. From the Library, drag & drop 1GRP - AO (+,-,) onto the selected instruments in the Tag List.

NOTE: Use this method to create cores / tstrips / instruments / panels / devicesetc, in bulk.


© 2011 DesSoft

23.4 Auto Core Connect

Auto Core Connect from the Cable Block Diagram

1. Click on the Go Button > Block Connect.2. From the Tag List, open the block diagram.3. Connect the cables as you would normally do it.4. Select the cables one by one. (in the order you want them connected on the JB / PLC)5. In the Speed Tools ribbon bar, click on Auto Core Connect.

Auto Core Connect Exact from the Cable Block Diagram

1. Click on the Go Button > Block Connect.2. From the Tag List, open the block diagram.3. Connect the cables as you would normally do it.4. Select the cables one by one. (in the order you want them connected on the JB / PLC)5. In the Speed Tools ribbon bar, click on Auto Core Connect Exact.

NOTE: Auto core connect exact uses I/O specified for terminals, to connect asource tstrip to a destination tstrip with a corresponding I/O.

23.5 Build Documents

1. In the ribbon bar, click Bulk Tools.2. In the Building Tools ribbon bar, click Build Documents.3. In the Filter ribbon bar, select what type of components you want to view.4. In the Document Options ribbon bar, click Select All.5. In the Document Type ribbon bar, select the document type.6. In the Document Options ribbon bar, click Build Tags on Grid.7. In the Templates list, select the template you wish to assign to the documents.8. In the Template ribbon bar, click Associate.9. In the Document Options ribbon bar, click Create Document Entries.

23.6 Build Datasheets

1. Click on Bulk Tools2. In the Building Tools ribbon bar, click Build Datasheets.3. Select the tag number(s) you want to use.4. Select the Library from where you want to work.5. Select the Template you want to use.6. Click Associate Template with Tag Number(s).7. Click on Build Tags.8. Click on (Re)create.9. Synchronize to Database or Document

23.7 Import/Export Datasheet Table

After building datasheets, with or without Bulk Datasheets, using the functionality of the DatasheetTable (refer to Datasheet Table ):

1. Click on Bulk Tools2. Click on Export Datasheet Table3. Select the list items for custom fields allocated to the Datasheet table.

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4. Type in a name for the list and click Save To List.5. Select TagNumbers to highlight, or select all.6. Select the export file type (.xls or .csv).7. Select the file and path name and click on Export.

8. Edit the data values and/or add new fields to be imported (remember that there shouldn't be anyspaces in column names).

9. Click on Import Into Datasheet Table.10. Select the file for import.11. Select the table where the tagnumbers reside.12. Select Add columns in Import sheet. Not found in Datasheet table.13. Click on Import.


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24 Hands-On Four


How to create a relay loop in auto-generate format.How to create an instrument to instrument connection loop.How to add P&ID loop configuration to a loop using USERBLOCKs.

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1. Create a new project: Training4.2. Add the Instruments, JBs and PLC. (You can use any speed tools)3. You only have JBs with 24 terminals in stock.4. The JBs containing Analog and Digital signals have 2 Tstrips: TS-A for analog signals and TS-D

for digital signals.5. You only have 6 Core, 1 pair and 8 pair Control Cables and 3 Core Power Cables.6. Create a multi-tag datasheet for all the temperature transmitters.7. Create a hookup for the temperature transmitters.8. All your solenoids (XY instruments) are 110V.

Create a relay and add it to the library (Refer to the Creating a Library item topic).Wire the solenoids to the relays.Create a config block for the relay in the auto config file (Refer to the Customizing Auto ConfigFiles topic).

9. 10-LE-01 connects onto 10-LT-01 and 10-LT-01 connects through to the PLC (Refer to theInstrument to Instrument loop diagram topic).

10. Create P&ID bubbles (bubble diagrams) for the auto config file (Refer to the Adding P&ID Blocksto a loop diagram topic).

Loop Number Instrument Tag Number IO Field Panels

10-T-01 10-TT-01 AI 10-JB-01

10-P-01 10-PT-01 AI 10-JB-01

10-P-01 10-PY-01 AO 10-JB-01

10-L-01 10-LE-01

10-L-01 10-LT-01 AI 10-JB-01

10-L-01 10-LY-01 AO 10-JB-01

10-T-02 10-TT-02 AI 10-JB-02

10-T-03 10-TT-03 AI 10-JB-02

10-T-04 10-TT-04 AI 10-JB-02

10-T-05 10-TT-05 AI 10-JB-02

10-F-01 10-FT-01 AI 10-JB-02

10-F-01 10-FY-01 AO 10-JB-02

10-T-06 10-TT-06 AI 10-JB-03

10-T-07 10-TT-07 AI 10-JB-03

10-T-08 10-TT-08 AI 10-JB-03

10-T-09 10-TT-09 AI 10-JB-04

10-X-01 10-XZSO-01 DI 10-JB-04

10-X-01 10-XZSC-01 DI 10-JB-04

10-X-01 10-XY-01 DO 10-JB-04

10-T-10 10-TT-10 AI 10-JB-05

10-X-02 10-XZSO-02 DI 10-JB-05

10-X-02 10-XZSC-02 DI 10-JB-05

10-X-02 10-XY-02 DO 10-JB-05

10-X-03 10-XZSO-03 DI 10-JB-06

10-X-03 10-XZSC-03 DI 10-JB-06

10-X-03 10-XY-03 DO 10-JB-06

10-X-04 10-XZSO-04 DI 10-JB-06

10-X-04 10-XZSC-04 DI 10-JB-06

10-X-04 10-XY-04 DO 10-JB-06

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25 Tag Rules

Tag Rules are used to build tag numbers in a certain format as well as populating additionalfields in the table of the component, the rule is applied on.In the following example is an Analog Input Transmitter Tag Rule that populates the Area, Func,Num and the I_O fields in the database for the instrument tag number.

NOTE: For more functions that are available, see the Internal Functions topic.143

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25.1 Internal Functions

Internal functions used with Tag Rules and Document Tokens

There are just a few internal functions available to the user that can be used when designing tokensor tag rules.

1. GetS function (Get Substring)The GetS function will get a substring from the string passed as a parameter. Definition: GetS(nPos, String, Delimiter) wherenPos (number) is the position of the substring inside the string.String (text) is the passed string to the functionDelimiter (text) is used to determine the count for nPos. By default the delimiter is a "," and when itis something else one has to specify it.

E.g. to get the function (second) part out of a tag number (string) that consists of area-func-num ("-"is the delimiter) the function will be: GetS(2,"22-M-01","-") = "M"If the string must be a specific field in the database then the field name has to be passed like:GetS(2,TagNum,"-") = "M"

A literal string value must be passed with inverted commas ("). When a reference to a text fieldis passed as the string value, then the field name without the inverted commas is typed.A number is also passed without the inverted commas. A number reference is treated the sameas above.

2. GetL function (Get the Left part of a string)The GetL function will get the specified amount of characters from the left of the string.Definition: GetL(nPos, String) wherenPos (number) is the amount of characters from the left in the string.String (text) is the passed string to the function

E.g. GetL(2,"ABCD-123-EFG") = "AB"

3. GetR function (Get the Right part of a string)The GetR function will get the specified amount of characters from the right of the string.Definition: GetR(nPos, String) wherenPos (number) is the amount of characters from the right in the string.String (text) is the passed string to the function

E.g. GetR(2,"ABCD-123-EFG") = "FG"

4. GetN function (Get the Number part of a string)The GetN function will get the first numbers found from the string.Definition: GetN(String) whereString (text) is the passed string to the function

E.g. GetN("ABCD123-EFG") = "123"

5. GetC function (Get the Character part of a string)The GetC function will get the first characters found from the string.Definition: GetC(String) where


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String (text) is the passed string to the function

E.g. GetC(GetS(1,"123ABCD-EFG",”-“)) = "ABCD"

6. GetP function (Get the Position character in a string) (only 2 parameters)The GetP function will get the character from the string at the specified position.Definition: GetP(nPos, String) wherenPos (number) is the position of the character counted from the beginning of the string.String (text) is the passed string to the function

E.g. GetP(2,"ABCD123-EFG") = "B"

7. GetP function (Get the Part of a string) (3 parameters)The GetP function will get part of the string from the specified position for an amount of characters.Definition: GetP(nPos, String, nAmount) wherenPos (number) is the position of the character counted from the beginning of the string.String (text) is the passed string to the functionnAmount (number) is the amount of characters to return from the defined position in the string.

E.g. GetP(3,"ABCD123-EFG",4) = "CD12"

8. GetX function (Get the NeXt value from the last character in a string)The GetX function will get the next incremented value for the last character in a string. It can be anumeric value or a string value.Definition: GetX(String) whereString (text) is the passed string to the function

E.g.1. GetX("ABCD123-EFG") = "ABCD123-EFH"E.g.2. GetX("ABCD123") = "ABCD124"

9. GetX function (Get the NeXt incremented count value from the last character in a string)The GetX function will get the next incremented count value for the last character in a string. It canbe a numeric value or a string value.Definition: GetX(String, nCount) whereString (text) is the passed string to the functionnCount (number) is the amount that the last character in the string needs to be incremented.

E.g.1. GetX("ABCD123-EFG",3) = "ABCD123-EFJ"E.g.2. GetX("ABCD123",3) = "ABCD126"

10. The above functions can be called as a combination like:E.g. TagNum = "22-M-001AB"GetR(2,GetS(3,TagNum,"-")) = "AB"

The function will always first evaluate the function within the brackets and work its way to theoutside. Thus the above example will first return the GetS(3,TagNum) that equals "001AB" then runthe GetR(2 part of the function which results in "AB".


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© 2011 DesSoft

26 FDes Options & Tools


The DesSoft FDes options dialog.The Data Tools dialog.The Duplicate Tags tool.

26.1 FDes Options

1. Displays general project information. You can also change the location of the Libraries andSystem Project here by clicking on the linked path.

2. General options to hide/show inactive ribbon bar tabs, and to enable/disable multi tabs.3. Change document output behaviour as well as the document list's colors.4. Change the location where document repository is kept and general settings for repository

related items.5. Enable/disable tracking of changes and specify what type of changes must be tracked.6. Specify what data is stored with library items and how items are built from the libraries.7. Change the delimiter used for detail connections and if the CoreTag Update query must be run

or not after changes are made.8. Define proxy settings.9. DWG drawing options.

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© 2011 DesSoft

26.2 Tools

Data Tools

Data tools is used to keep your project clean & proper.It's good practice to run the Essential Data Checks after component deletions, imports or afterlots of connection changes.It checks the database for any errors and rectifies them without a hassle.Keeping a database healthy has NEVER been this easy, nor this fast!

1. Deletes invalid block connections.2. Deletes invalid terminals from term table (Tstrip deleted) and detail connections.3. Deletes invalid cores from core table (cable deleted) and detail connections.4. Deletes invalid detail connections.5. Ensures that the connection row has the first connected terminal ID all the connection in the

rows.6. Removes unconnected equipment in the detail connections.7. Deletes loops that have no Instruments, Tstrips and Documents associated.8. Deletes panels that have no Tstrips, Devices, Documents, Cables, Cards and Instruments

associated.9. Finds and moves the physical document files that do not exist in the document table for current

projects, to an Orphaned Document Folder. (Files will be moved to the current projects location ina folder called OrphanedDocumentsBackup)(example > C:\CurrentProject\OrphanedDocumentsBackup)

10. Deletes the files and folders that were moved to the Orphaned Documents Folder.11. Updates empty soft addresses' TstripIDs to be the same as the associated card Tstrip.12. Allocates the instrument tags to the soft addresses, according to the detail connections.13. Clears all the allocated instruments from the soft address table.


© 2011 DesSoft

14. Updates the DocumentCon to have all associated items for each document.15. Updates the Tstrip order numbers in sequential order per panel according to the tag number.16. Updates the Device order numbers in sequential order per panel according to the tag number.17. Updates the Instrument order numbers in sequential order per loop according to the tag number.

Duplicate Tags

This tool checks for any duplicate tag numbers.It gives you the option to delete them, if there is any.Duplicate Tags can be checked for the different tables by selecting the correct option in the drop-down list.

Compare Tools

These tools enable you to synchronize the table structures between:2 ProjectsThe current project with the project libraryThe current project with the system libraryThe project library with the system library.

Cable Drums

Specify cable lengths and cable drum sizes.Manage the amount of cables a drum can accomodate.

1. In the ribbon bar, click Bulk Tools.2. In the Allocation Tools ribbon bar, click Cable Drums.3. In the Drum Actions ribbon bar, click New.4. Under Tag Number, enter a drum name.5. In the Filter Options for Cables ribbon bar, select which cables to filter for.6. Highlight the cables you wish to allocate to the drum.7. In the Cable Actions ribbon bar, click Allocate.

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alt key increments

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