manual de dessoft

8/10/2019 Manual de DesSoft

1/79

2009 DesSoft

P&ID Training Manual

Version: 2.1.0


2/79

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 this documentor from the use of programs and source code that may accompany it. In no event shall the publisher and the author beliable for any loss of profit or any other commercial damage caused or alleged to have been caused directly orindirectly by this document.

Printed: December 2009 in Eldoraigne, South Africa


2009 DesSoft

Publisher Special thanks to:

All the people who contributed to this document.DesSoft


3/79

3Contents

2009 DesSoft

Table of Contents

Foreword 0

Section I Introduction & Setup 8................................................................................................................................... 81 Introduction

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

................................................................................................................................... 113 Logging In

Section II License Management 14

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

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

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

Section III Help and Licensing 18

................................................................................................................................... 181 Activating a local license

................................................................................................................................... 192 Returning a local license

................................................................................................................................... 203 Connecting to the license server

................................................................................................................................... 224 About dialog

................................................................................................................................... 225 Contact support

Section IV P&ID Modules 26

Section V Projects 28................................................................................................................................... 281 Project building options

................................................................................................................................... 282 Creating projects

................................................................................................................................... 293 Opening projects

................................................................................................................................... 294 Deleting projects

................................................................................................................................... 305 Switching between projects

................................................................................................................................... 306 The project tree

Section VI User Management 32

................................................................................................................................... 321 Add a new user

................................................................................................................................... 322 Delete an existing user

................................................................................................................................... 323 Switching users

................................................................................................................................... 324 Changing a user's password

................................................................................................................................... 335 Defining access rights

Section VII Creating Plant Components 36

................................................................................................................................... 381 Updating the pick list

................................................................................................................................... 392 Creating instruments


4/79

P&ID Training Manual4

2009 DesSoft

................................................................................................................................... 403 Creating equipment

................................................................................................................................... 414 Creating pipes

Section VIII P&ID's 44

................................................................................................................................... 441 Creating a P&ID

................................................................................................................................... 452 Populating a P&ID

................................................................................................................................... 453 Anchor points

................................................................................................................................... 464 Modifying existing symbols

................................................................................................................................... 475 Creating symbols

................................................................................................................................... 486 Creating a Tie-In

................................................................................................................................... 487 Associating components with symbols

................................................................................................................................... 498 Dissociating components from symbols

................................................................................................................................... 499 Defining process line types

................................................................................................................................... 4910 Automatic pipe tags

................................................................................................................................... 5011 Component annotations

................................................................................................................................... 5012 Associating symbols with symbols

................................................................................................................................... 5013 Dissociating symbols from symbols

Section IX Hands-On One 52

Section X Document Tokens 56

................................................................................................................................... 561 Understanding document tokens

Section XI Tag Rules 60

................................................................................................................................... 601 Internal functions

Section XII Tables 64

................................................................................................................................... 641 Modifying table structures

................................................................................................................................... 642 Exporting tables

................................................................................................................................... 653 Importing tables

Section XIII Queries 68

................................................................................................................................... 681 Creating queries

Section XIV Reports 72................................................................................................................................... 721 Viewing reports

................................................................................................................................... 722 Creating reports

Section XV P&ID Options & Tools 76

................................................................................................................................... 761 P&ID options

................................................................................................................................... 772 Tools


5/79

5Contents

2009 DesSoft

Index 79


6/79


7/79


DesSoft - Engineering Design Documentation Software

Section

I


8/79

8 P&ID Training Manual

2009 DesSoft

1 Introduction & Setup

In this section we will cover:

How to setup DesSoft P&ID.How to navigate within F-Des .

How to log in .

1.1 Introduction

What is DesSoft P&ID:

DesSoft P&ID enables you to create P&ID Drawings that are intelligent and can be linked tothe project database to provide bidirectional data between other DesSoft Engineering tools.This offer the ideal design environment where all departments can work on the same project.This also eliminate all duplication of tag numbers in a project.

Minimum requirements are:

Basic knowledge on the Windows system.Process and Piping knowledge.Database knowledge

9

9

11


9/79

9Introduction & Setup

2009 DesSoft

1.2 Setup and Navigation

How to install DesSoft P&ID

This section will guide you on how to install DesSoft P&ID.

Please visit www.dessoft.co.zaand download the latest version of DesSoft P&ID, if you do notalready have it.

Run the Setup.exe and follow onscreen prompts.The default install path for DesSoft P&ID is C:\Program Files\DesSoft\5.0\PID(Where [5.0] is the version which you are currently using.)

And the installed projects will be stored in the C:\1Des\SampleProjectsfolder.

How to navigate within DesSoft P&ID

Menu Bar:

The menu bar displays all the menus available to the user. Some menus are module specificand will be labeled with the module name in the title bar. In the screenshot above, "P&IDTools", "Draw", "Format Text", "Format Line" and "Page Layout" are specific to the diagrammodule that is currently open.

Ribbon Bar:Every menu in the menu bar, has it's own set of ribbon bars that are labeled and groupedaccording to specific functions to ensure ease of use.

Filter Bar:
http://www.dessoft.co.za/


10/79


2009 DesSoft

Almost every data window has afield above the data listed in the window. This enables youto filter the content of the window for any specific criteria.

Quick Filter:This acts as a filterfor the various component groups. Thetag numbersdisplayed in the TagList, are a result of the group selected in the Quick Filter. Eg. If Motors is selected in the

Quick Filter, ONLY Motor tag numberswill be displayed in the Tag List.

Tag List:Thislistdisplays the tags of all the components associated to the group selected in the TagList Filter.

Diagram List:Thislistdisplays the diagramsin the current project.

Window Tabs:All the currently open modules/components/diagrams etc. will be displayed here, for easyaccess.You can close a window tab by clicking the tab and then the "x" on the right hand side of thescreen. (IN LINE WITH THE TABS)


11/79

11Introduction & Setup

2009 DesSoft

Quick Access Bar:The user canadd buttons of modules he uses regularlyto this bar, for easy and quickaccess.This dramatically increases productivity. Add buttonsto theQuick Access Barby rightclickingon the button you wish to add and selecting Add to Quick Access Bar.

1.3 Logging In

Upon running DesSoft P&ID, You will be prompted for a Usernameand Password.

Valid credentials of an existing usermust be entered before the application can beaccessed.

DefaultUsername and Password is "Administrator".

Once the user has logged in and selected a project, additional users can be created.


12/79


13/79



Section

II


14/79


2009 DesSoft

2 License Management

This section explains the various methods to activate DesSoft P&ID

To remove DesSoft P&ID 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

DesSoft P&ID.3. Be setup to use the Licenses on the CUM.

2.1 Activating Licenses from Web License Server

Upon purchase of DesSoft P&ID the client get issued with a ClientIDand a login Passwordtoaccess the Client's licenses on the DesSoft Web License Server. To access the licenses visitthe DesSoft Web License Serverat http://www.dessoft.co.za/licencelogin.aspx

How to Activate the 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

contact your company's License Administrator to issue you with an activation code.4. Start the CUM application.
http://www.dessoft.co.za/licencelogin.aspx


15/79

15License Management

2009 DesSoft

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 Licensedialog.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 Licensesdialog the licenses will appear in the CUM license list and the licenses are now ready to be

used on the company's Local Area Network (LAN). If the transaction was unsuccessful seethe section on Firewall and Proxies.8. To setup DesSoft P&ID to use the CUM licenses on the company's LAN, see the topic Help

and 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.

18


16/79


2009 DesSoft

2.3 Firewall and Proxies

If the transaction to activate your license on the CUM was unsuccessful, make sure that the CUMis not blocked by a Firewall. If your company uses a Proxy server contact your networkadministrator for the proxy settings.

To setup the proxy settings in the CUM application.

1. Click the Optionsbutton.2. Enter the proxy settings.3. Click OK.

To setup the proxy settings in DesSoft P&ID.

4. In the menu bar, click Tools.5. In the Tools and Optionsribbon bar, clickP&ID Options.6. In the Optionsdialog, click on Proxy Settingsin the list.7. Enter the proxy settings.8. Click OK.


17/79



Section

III


18/79


2009 DesSoft

3 Help and Licensing


Activating a local license.Returning a local license.

Connecting to the license server (CUM).Finding version information.Contacting support.

3.1 Activating a local license

1. Visit theDesSoft Web License Serverand generate an activation code for all the licensesyou want to make available for the Workstation/Notebook or contact your company'sLicense Administrator to issue you with an activation code.

2. In the menu bar , click Help.3. In the Licensingribbon bar, click Activate Local License.

4. Enter the activation code you received from the DesSoft Web License Serveror from thecompany's License Administrator.

5. Click Next.6. The activation code will be verified on the DesSoft Web License Serverand if the code is

valid a local license will be created on your computer.

18

19

20

22

22


19/79

19Help and Licensing

2009 DesSoft

7. If the transaction failed refer to the Firewall and Proxies section.

3.2 Returning a local license

1. In the menu bar , click Help.2. In the Licensingribbon bar, click Return Local License.

3. Click Return Licenseto return the license to the DesSoft Web License Server. If thetransaction was successful the following dialog will appear.

16


20/79


2009 DesSoft

4. If the transaction failed refer to the Firewall and Proxies section.5. If DesSoft P&ID was previously setup to connect to the CUMand there are licenses

availableon CUM, your computer will automaticallyfetch a license from the CUM onyour company's LAN.

6. If DesSoft P&ID stays in EVALUATIONmode refer to the License Management sectionto set up licensing.

3.3 Connecting to the license server

1. In the menu bar , click Help.

2. In the Licensingribbon bar, click Connect to LAN License Server.

3. Enter the host computer name or IP address. This will be the computer where theCUMisinstalled.

16

14


21/79


2009 DesSoft

4. Enter the Host Port number. This number must be the same as the Listen Port on theCUM.

5. Select the License Tag Limitthat you need. The available Tag Limits can be seen on theCUM if not known.

6. Click Testto test communication with the CUM.7. If the connection was successful the following dialog will appear. DesSoft P&ID will start to

use licenses from the CUM.

8. If the connection failed, the following dialog will appear. Verify your Host Nameand Portaswell as your computers firewall & proxy settings.


22/79


2009 DesSoft

3.4 About dialog

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


2. In the Help and Supportribbon bar, click About.

3.5 Contact support


2. In the Help and Supportribbon bar, click Contact Us.3. New usershave to create an account to be able to communicate with support. It's

absolutely FREE.

4. Existing userscan log in to communicate with support.


23/79


2009 DesSoft

An internet connection is required to contact support.After logging a support issue you will receive an e-mail with a support tracking number.Please refer to the support tracking number in all follow up conversations.


24/79


25/79



Section

IV


26/79


2009 DesSoft

4 P&ID Modules

ProjectsThe projects module is used to create, open and delete projects. Existing Projects can also beadded to the projects tree in the projects module.

Tag ListThis module is used to create, rename and open components. Components can also bedragged and dropped from the Tag List onto a P&ID Diagram.

Diagram ListThis module is used to create, delete, open, print and revise P&ID Diagrams.

TablesThis module is used to open various tables in the project for editing, importing data into thedatabase or exporting the data into Microsoft Excel for editing or reporting. The tables can alsobe modified to add additional columns into the database.

Queries

This module interface is similar to the tables module interface and you can create your owndata queries to view, update and delete data from the database.

Knowledge of Microsoft SQL Language is essential to create your own queries.

ReportsThis module is used to create, delete, print and view various reports. Each report can runagainst its own configuration and a report can have multiple configurations.

For example:

A report can be created to show all the equipment in the project. This report can have aconfiguration that will show only Area 10. Another configuration can be added that showsonly Area 20 equipment. This is an easy method to report on various equipment in theproject.

Knowledge of Microsoft SQL is essential to create queries for the reports.

Libraries and StandardsThis module opens the Standards list, Pick list editor, Document tokens editor, Symbol libraryand the Property page.

Tools and OptionsThis module opens DesSoft P&ID's options and Data Tools dialog that can be used to checkthe integrity of the database.

HelpThis module opens all Help and Licensing related dialogs.


27/79



Section

V


28/79


2009 DesSoft

5 Projects


The available options when creating a project.How to open a project.

How to create a project .How to delete a project.How to switch between projects.The project tree .

5.1 Project building options

'Build Project From' options

1. System Project-The project will be created from the original project structuresfound onthe installation CD/DVD.

2. Current Project (Without Data)-A duplicate of the current project will be made,

excluding the data. This is useful if you have added custom fields to the database and wishto use it in another project.

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 thatproject.

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.

When creating SQL Server projects, the company's SQL ServerAdministrator's credentials are required to give DesSoft P&ID rights to

create the SQL database and user login in SQL Server.

5.2 Creating projects

NOTE: Only users with administrative rights can create projects.1. In the menu bar, click Home.2. In the Modulesribbon bar, click Projects.3. In the Projectribbon bar, click New Project.

4. Browseto where you want your project to be located.5. Under Project Name, enter a name for the project.6. Under Project Description, enter a description for the project.

7. Click Next.8. In the Build Project Fromsection, select what you would like to build the new project from.9. In the Build Project Withsection, select what type of library the project must have.

28

29

28

29

30

30


29/79

29Projects

2009 DesSoft

10.In the Project Type section, select what type of project you want to create.11.Click Next.

12.Verify the information you have specified and click Next.13.Change the location of the system/project libraries and system/project folders

5.3 Opening projects1. In the menu bar, click Home.2. In the Modulesribbon bar, click Projects.3. Select the project in the Project Tree.4. In the Projectribbon bar, click Open Project.

5.4 Deleting projects

Only users with administrative rights can delete projects.

1. In the menu bar, click Home.2. In the Modulesribbon bar, click Projects.

3. Select the project in the Project Tree.4. In the Projectribbon bar, click Delete Project.5. ClickYes.


30/79


2009 DesSoft

5.5 Switching between projects

The user can switch to another project to view its data, without actuallyopening it.

The user can only switch to a project if the user has access rights to theproject.

1. In the menu bar, click Home.2. In the Modulesribbon bar, click Projects.3. Select the project you want to switch to in the Project Tree.4. In the Projectribbon bar, click Switch Project.

5.6 The project tree

Adding a project to the tree

1. In the Projects Treeribbon bar, click Add Existing Project.

2. Browseto the project's location.3. Select the DesSoft.Projfile.4. Click Open.

Removing a project from the tree

1. Select the project in the Project Tree.

2. In the Projects Treeribbon bar, click Remove Project.3. ClickYes.

Removing a project root

1. Select the project root in the Project Tree.

2. In the Projects Treeribbon bar, click Remove Project.3. ClickYes.


31/79



Section

VI


32/79


2009 DesSoft

6 User Management


How to add a new user.How to delete an existing user.

How to change a user's password.Setting a user's access rights.

To manage users of a project, that project must be selected in the Projecttree.

6.1 Add a new user

1. In the menu bar, click Home.2. In the Modulesribbon bar, click Projects.3. Select the project you wish to add a user for in the Project Tree.4. In the Users ribbon bar, click Manage Users.

5. In the Userssection, click Add New User.6. Enter the desired Usernameand Password.7. Click OK.

6.2 Delete an existing user

1. In the menu bar, click Home.2. In the Modulesribbon bar, click Projects.3. Select the project you wish to add a user for in the Project Tree.4. In the Users ribbon bar, click Manage Users.5. In the Userssection, checkthe user.6. In the Userssection, click Delete Checked User.

7. ClickYes.

6.3 Switching users

1. In the menu bar, click Home.2. In the Modulesribbon bar, click Projects.3. In the Users ribbon bar, click Switch User.4. Enter the Usernameand Password of an existing user.5. Click OK.6. In the Projectribbon bar, click Open Project.

6.4 Changing a user's password

1. In the menu bar, click Home.

2. In the Modulesribbon bar, click Projects.3. Select the project you wish to add a user for in the Project Tree.4. In the Users ribbon bar, click Manage Users.

5. In the Userssection, checkthe user.6. In the Userssection, click Change Checked User's Password.7. Provide the newpassword.8. Click Ok.

32

32

32

33


33/79

33User Management

2009 DesSoft

6.5 Defining access rights

Access rights can be set per module, per user.

There are 3 different access levels...

Not available - The user will not be able to use the module at all. The button will even

disappear from the interface. Read only - The user will not be able to Read/Write -


2. In the Modulesribbon bar, click Projects.3. Select the project you wish to add a user for in the Project Tree.4. In the Users ribbon bar, click Manage Users.

5. In the Userssection, checkthe user.6. In the Modulessection, checkthe module's name.7. Select the access level for the module.


34/79


35/79



Section

VII


36/79


2009 DesSoft

7 Creating Plant Components


How to use the pick list editor.How to create instruments.

How to create equipment.How to create pipes.

We will be building this P&ID

38

39

40

41


37/79

37Creating Plant Components

2009 DesSoft


38/79


2009 DesSoft

7.1 Updating the pick list

NOTE: Use the picklist to create sub-groups in the Quick Filter.

The picklist can createsub-groupsfor the following Groups.

Group List Type Table

Electrical components ETYPE EINDEXFlanges FTYPE FLANGEInstruments ITYPE IINDEXNozzles NTYPE NOZZLEPipes PTYPE PIPEEquipment QTYPE EQUIPMENTReducers RTYPE REDUCERValves VTYPE VALVE

1. In the menu bar, click View.2. In the Open Editorribbon bar, click Picklist.3. Under List Type, select ITYPE.

4. Under List Item, enter TX.5. Under Description, enter Transmitter.6. Under Table(s), enter IINDEX.7. Click Add.

8. Click OK.


39/79


2009 DesSoft

7.2 Creating instruments

1. Select the Transmitter sub-groupin the Quick Filter.

2. In the Componentribbon bar, select New Component.

A sub-group must be selected for this ribbon bar to appear.

3. Under Tag Number, enter 30-TT-009.4. Under Tag Rules, select Area-Func-Num.

5. Click OK.

6. Repeat step 2 to 5and create the rest of the instruments on the P&ID under the followinggroups using the Area-Func-NumTag Rule. You should have a total of 15instruments.


40/79


2009 DesSoft

FUNCTION GROUP SUB-GROUPLE, TE Instruments Instrument ElementFT, LT, TT Instruments Transmitter FIC, LIC Instruments ControllersLV, FV Instruments Instrument ValvesMV Valves Manual Valves

7.3 Creating equipment

1. Select the Motor sub-groupin the Quick Filter.2. In the Componentribbon bar, selectNew Component.

3. UnderTag Number, enter30-M-003.4. Under Tag Rules, selectArea-Func-Num.5. ClickOK.

6. Select theTank sub-groupin the Quick Filter.7. In the Componentribbon bar, selectNew Component.

8. UnderTag Number, enter30-TNK-005.9. Under Tag Rules, selectArea-Func-Num.

10.ClickOK.

11.Repeatstep 7 to 10and create the tanks on the P&ID using the Area-Func-NumTagRule.

12.Also use the steps aboveto create the pumpunder the Mechanical Pumpsub-group.


41/79


2009 DesSoft

7.4 Creating pipes

1. Select the Major Process Pipes sub-groupin the Quick Filter.2. In the Componentribbon bar, select New Component.3. Under Tag Number, enter 30-EFF-4"-001.4. Click Show.

5. Click Add Rule Lineuntil you have 4rule lines.6. Type the data below into the rule columnas shown below.

Area=GetS(1,TagNum,"-")

Func=GetS(2,TagNum,"-")

PipeSize=GetS(3,TagNum,"-")

Num=GetS(4,TagNum,"-")

7. Under Rule Name, enter Pipe Training.8. Click Save As.9. Click OK.

10.Using thePipe Training Tag Rule, create the rest of the pipes and categorize them asfollows:

2" = Minor Process Pipes

4" = Major Process Pipes


42/79


2009 DesSoft

NOTE: For more information on Tag Rules, refer to the Tag Rules topic.60


43/79



Section

VIII


44/79


2009 DesSoft

8 P&ID's


How to create a diagram.How to populate a diagram.

How to use anchor points.How to modify existing symbols.How to create symbols.

8.1 Creating a P&ID

1. In the menu bar, click Home.2. In the Modulesribbon bar, click Diagrams.3. In the Diagramribbon bar, click New.4. Under Tag Number, enter 30-PID-01.5. Click OK.

6. Create 2 more diagrams: 30-PID-02and30-PID-03.

44

45

45

46

47


45/79

45P&ID's

2009 DesSoft

8.2 Populating a P&ID

1. In the Symbol Library, select Tanks.2. In the Symbols list, right click and drag Pressure Vessel 1onto the diagram twice.3. Repeat step 1 to 2and add the following symbols to the diagram.

Symbol Library Symbol QuantityInstrument Symbols Front of Panel Mounted Instrument 6Instrument Symbols PiD - Field Instrument 4Instrument Symbols DCS Function (Accessible to Operator) 2Tanks Flash Tank 2 2Transmitters Level Level Gauge 1Pumps Variable Speed Pump 1Border Components Document Entry 2Border Components Document Exit 2Valves Control Valve A 1Valves Control Valve A.1 1Valves Manual Control 2

4. Arrange the componentsto look similar to the P&ID.5. Connect all the componentstogether as in the P&ID.6. When done, click the P&ID Tools ribbon bar.7. In the Diagram ribbon bar, clickSave.

8.3 Anchor points

Adding anchor points

1. Select the symbolon the diagram.

2. In the Anchor Pointsribbon bar, click the Anchor pointyou wish to add.

Moving anchor points

1. Select the Anchor Point, by dragging a box around it.2. Use the arrow keysto move the Anchor Pointto the desired location. Holding down

control while movingthe anchor point, allows you to place it more accurately.


46/79


2009 DesSoft

Deleting anchor points

1. Select the Anchor Point, by dragging a box around it.

2. On the keyboard, press Delete.

8.4 Modifying existing symbols

You may have realized while populating the diagram, that we don't have the correct symbol for30-FV-002. However, we do have a symbol that looks similar(Control Valve A.1). Let'smodify this symbol to our requirements.

Control Valve A.1

1. In theSymbol Library, select Valves.

2. In the Symbol list, right click and drag Control Valve A.1onto the diagram.3. Select the symbolon the diagram.4. In the the Arrangeribbon bar, clickUngroup.

5. Select "TAGNUM".

6. In the menu bar, click Format Text.7. In theFont ribbon bar, select the Arialfont and size 6.

8. Change the rest of the symbolto our requirements.9. Select all the piecesof the symbol by dragging a box around them.10.In the Arrangeribbon bar, select Group.

11.In the Symbol Library, click New.12.Name the new library Training.13.Click OK.

14.In the menu bar, click P&ID Tools.15.In the Symbolribbon bar, click Add to Library.16.Name the new symbol Control Valve.17. Click OK.18.In the Symbols list, right click and drag Control Valveonto the diagram to use it for 30-

FV-002.

NOTE: Clicking Add to Library, will add the symbol to the library currentlyselected.

19.Modify the symbol used for 30-TT-009, to contain the FUNCand NUMtext.20.Add it to the Traininglibrary.

21.Name the symbol Local Instrument.22.Replace all the local instruments' symbols with the new Local Instrumentsymbol.


47/79

47P&ID's

2009 DesSoft

8.5 Creating symbols

Create the Pre-Heatersymbol below with its anchor points.

1. In the menu bar, click Draw.2. In the Draw Shapesribbon bar, click Draw.3. Use the drawing toolsto draw the symbol.4. Select "TAGNUM".5. In the menu bar, click Draw.

6. In the Arrangeribbon bar, select Group.

7. Select all the piecesof the symbol by dragging a box around them. (including TAGNUM)8. In the Arrangeribbon bar, select Group.

9. In the Anchor Pointsribbon bar, click thetopandbottom anchor points.10.In the Symbol Library, select Training.11.In the menu bar, click P&ID Tools.

12.In the Symbolribbon bar, click Add to library.13.Name the symbol Pre-Heater.

NOTE: Clicking Add to Library, will add the symbol to the library currentlyselected.

NOTE: By making the textbox a group and then grouping it together with

the rest of the symbol, enables you to move the textbox later on withoutungrouping.

14.Create a tie-insymbol. Pay attention to which anchor point is used.15. Add it to the Traininglibrary.16.Name the symbol Tie-in.17.Refer to the P&IDand used the Tie-insymbol where applicable.18. Once all the lines are connected to it, select the symbol on the diagram.19.In the menu bar, click P&ID Tools.20.In the Database Linkribbon bar, click Create Tie-In.


48/79


2009 DesSoft

8.6 Creating a Tie-In

1. Select the Tie-In symbolon the diagram.2. In the menu bar, click P&ID Tools.3. In the Database Linkribbon bar, click Create Tie-In.

NOTE: This procedure allows the software to create an ID for the Tie-Insymbol which will prove useful when doing reports such as a pipe-run.

8.7 Associating components with symbols

1. Right click and drag 30-TT-009from the Tag Listonto the relevant symbol to associate itwith that symbol. (refer to P&ID)

2.Associate the rest of theinstruments, equipment, pipes and documents.


49/79

49P&ID's

2009 DesSoft

8.8 Dissociating components from symbols

1. Select the symbolon the diagram.2. In the menu bar, click P&ID Tools.3. In the Database Linkribbon bar, click Unlink Component.4. ClickYes.

8.9 Defining process line types

1. Select the line on the diagram.2. In the menu bar, clickFormat Line.

3. In the Change line to...ribbon bar, clickProcess Majoror Process Minor.

8.10 Automatic pipe tags

1. In the menu bar, clickTools.2. In the Tools and Optionsribbon bar, click P&ID Options.3. Select Pipe Optionsfrom the list.

4. Checkall the available options.5. In the Pipe Number Shapesection, select Square.6. Under Tag Number Rule, enter Pipe.Area+"-"+Pipe.Func+"-"+Pipe.PipeSize+"-"+Pipe.

Num7. Define the colorsyou want your major and minor process lines to appear in on the P&ID.8. Click OK.

9. In the menu bar, click P&ID Tools.10.In the Database Linkribbon bar, click Update Pipe Tags.


50/79


2009 DesSoft

8.11 Component annotations

Specifying fields for component annotations

1. In the menu bar, click Tools.

2. In the Tools and Optionsribbon bar, click P&ID Options.

3. Select Tag Number Annotationsfrom the list.

Here you can specify column names that will be included in component annotations on aP&ID.

Annotating components

1. In the Diagram List, double click on 30-PID-01.

2. On the diagram, select 30-TNK-007.3. In the menu bar, click P&ID Tools.4. In the Database Linkribbon bar, click Annotate Component.

8.12 Associating symbols with symbols

You can associate symbols on a P&ID with each otherin order to move them together.

1. Select the equipmenton the P&ID.2. Press and hold Ctrland select the instrumentsyou wish to associate with the equipment.

3. In the menu bar, click P&ID Tools.4. In the Componentsribbon bar, click Associate.

NOTE: You can only associate instruments with equipment.

8.13 Dissociating symbols from symbols

1. Select the symbolon the diagram.2. In the menu bar, click P&ID Tools.3. In the Componentsribbon bar, click Dissociate.

4. ClickYes.


51/79



Section

IX


52/79


2009 DesSoft

9 Hands-On One

For this hands on session, we will be using all the skills learnt so far tocreate the following P&ID.

NOTE: The term "Components" means Instruments, equipment, pipes anddiagrams.

1. Create a new project: Training2.2. Create all the componentsunder the relevant groupsin the Tag List. You are free to

create as many groups as you like.3. Create and modify symbols as necessary and add them to the TrainingLibrary.4. Associate all the componentsto the relevant symbols.5. Define the Automatic Pipe Tags Rule.6. Major Process Pipes are orange.7. Minor Process Pipes are green.


53/79

53Hands-On One

2009 DesSoft


54/79


55/79



Section

X


56/79


2009 DesSoft

10 Document Tokens

What are document tokens?

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

10.1 Understanding document tokens

Typical token structure is &1B2,Panel.TagNumor&2A3,Term.TNum.As terminal, Panel, Tstrip, etc numbers are commonly used per template, shortcuts can becreated to reduce the amount of clutter on the template. These shortcuts must be createdand viewed in P&ID from the menu View\Document Tokens. For the above example Panel.TagNum can be replaced by Panel and Term.TNum by TN.E.g: &1B2,Panelor &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 Terminals 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 databasewhere:\

Ordaddress = the digits before the character, in this case 2 represents an Ord number ofthe Tstrip in Field bus templates or the Ord of the Instrument in a Loop drawing. Thus in atypical field bus junction box, there can be three or more Tstrips and the Ord field in theTstrip table will uniquely identify the Tstrips data to be displayed on the drawing.

TsConaddress = the Tstrip connection position within a connection row. A connection row

are the connections for example from the instruments positive terminal to the junction boxterminal, via multi-core cable to the PCS/PLC/DCS cabinets terminal to the cards terminaland then one would have another row for the negative terminal, etc. The TsCon will start at

A and increments to D in the above scenario. (See below)

Trowaddress = 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 Instruments tstrips trow

number. The Trow address is only required when detail connections needed to be displayed.

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 P&IDproject:


57/79

57Document Tokens

2009 DesSoft

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) A2.All junction box TsCon in J, which allows other JBs 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.


58/79


59/79



Section

XI


60/79


2009 DesSoft

11 Tag Rules

Tag Rulesare used to build tag numbers in a certain formatas well as populatingadditional fields in the table of the component, the rule is applied on.

In the following example is an Analog Input TransmitterTag Rule that populates the Area,Func, Numand the I_Ofields in the database for the instrument tag number.

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

11.1 Internal functions

Internal functions used with Tag Rules

1. GetSfunction (GetSubstring)The GetSfunction will get a substring from the string passed as a parameter.

Definition: GetS(nPos, String, Delimiter)where

nPos(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 it is 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"

60


61/79

61Tag Rules

2009 DesSoft

A literalstring value must be passed with inverted commas ("). When a referenceto a textfield is passed as the string value, then the field name without the inverted commas is typed.

A numberis also passed without the inverted commas. A number reference is treated thesame as above.

2. GetLfunction (Getthe Left part of a string)

The GetLfunction 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. GetRfunction (Get the Right part of a string)The GetRfunction 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. GetNfunction (Getthe Number part of a string)The GetNfunction 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. GetCfunction (Getthe Character part of a string)The GetCfunction will get the first characters found from the string.

Definition: GetC(String)whereString(text) is the passed string to the function.

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

6. GetPfunction (Getthe Position character in a string) (only 2 parameters)The GetPfunction 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. GetPfunction (Getthe Part of a string) (3 parameters)The GetPfunction 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. GetXfunction (Getthe NeXt value from the last character in a string)


62/79


2009 DesSoft

The GetXfunction will get the next incremented value for the last character in a string. Itcan be a numeric 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. GetXfunction (Get the NeXt incremented count value from the last character in a string)The GetXfunction will get the next incremented count value for the last character in a

string. It can be 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 combinationlike: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 run the GetR(2 part of the function which results in "AB".


63/79



Section

XII


64/79


2009 DesSoft

12 Tables


How to modify table structures.How to export table information.

How to import table information.

12.1 Modifying table structures

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

1. In the menu bar, click Home.2. In the Modulesribbon bar, clickTables.3. In the Table List, click on Term.4. In the Table Optionribbon bar, click Modify.5. In the list, select I_O.6. Change the Field Sizeto 8.

7. Click Update.8. Click Ok.

NOTE: You can also add / delete columns here.NOTE: Always refresh your table for changes to take effect.

12.2 Exporting tables


2. In the Modulesribbon bar, clickTables.3. In the Table Optionribbon bar, click Show Hidden Tables.4. In the Table List, click on CableStandards.

64

64

65


65/79

65Tables

2009 DesSoft

5. In the Table Dataribbon bar, clickExport.

6. Select the file typeyou wish to export the table data to.

7. Browseto the location where you wish to create the file by clicking the ellipse button.8. Specify the filename.9. Click OK.

12.3 Importing tables

1. In the menu bar, click Home.2. In the Modulesribbon bar, clickTables.3. In the Table Optionribbon bar, click Show Hidden Tables.4. In the Table List, click on CableStandards.

5. In the Table Dataribbon bar, clickImport.6. Browseto the file you wish to import.

7. Click Open.


66/79


2009 DesSoft

8. 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.

9. Click OK.


67/79



Section

XIII


68/79


2009 DesSoft

13 Queries


How to create queries.

13.1 Creating queries

Write a query to count the valves in the project

1. In the menu bar, click Home.2. In the Modulesribbon bar, click Queries.3. In the Query Optionsribbon bar, click New Query.

4. In the Script Area, type the following query:

SELECT Count(Valve.TagNum) AS ValveCount FROM Valve

5. In the Query Optionsribbon bar, click Execute.

Change the query to include the P&ID Numbers the valves belong to

6. Change your query to the following:

SELECT Document.TagNum AS 'P&ID', Count(Valve.TagNum) AS ValveCountFROM (Valve INNER JOIN DocumentCon ON Valve.ValveID = DocumentCon.ConID)INNER JOIN Document ON DocumentCon.DocumentID = Document.DocumentIDGROUP BY Document.TagNum

In the query above, we added another column in the SELECTstatement (Document.TagNum).Since we are using 2 different tables (Document and Valve), we have to find a column in eachof them that we can use to set the tables equal to each other These columns are theID-columns ValveID, ConID and DocumentID. In order to get to the Document.TagNum, we

have to JOINthe Valve Tableand the DocumentCon Tabletogether on theValveID and ConIDcolumns to get theDocumentID. Once we know what the DocumentIDis, we can JOINtheDocumentCon Tableand the Document Tabletogether on the DocumentIDcolumn to finallyget Document.TagNum. Lastly, we groupthe result of the queryby Document.TagNuminorder to see how many valves there are per P&ID.

Change the query to include the Manufacturer, Model, VType, PipeSize andthe P&ID Description

7. Change your query to the following:

SELECT Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.Description AS 'P&ID Description', Document.TagNum AS 'P&ID', Count(Valve.TagNum)

AS ValveCountFROM (Valve INNER JOIN DocumentCon ON Valve.ValveID = DocumentCon.ConID)INNER JOIN Document ON DocumentCon.DocumentID = Document.DocumentIDGROUP BY Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.TagNum, Document.Description

In the query above, we only added a few more columns in the SELECTstatement. Since these arelocated in the Valve and Document table, there is no need to add any JOINstatements. At the endof the query, we used the group by statement again. The order you put the fields in, in the GROUPBYstatement, will be determined by how you would like the information to be presented on your

68


69/79

69Queries

2009 DesSoft

report.

Change the query to filter for a certain manufacturer

SELECT Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.Description AS 'P&ID Description', Document.TagNum AS 'P&ID', Count(Valve.TagNum)

AS ValveCountFROM (Valve INNER JOIN DocumentCon ON Valve.ValveID = DocumentCon.ConID)INNER JOIN Document ON DocumentCon.DocumentID = Document.DocumentIDWHERE Valve.Manufacturer = "Parker"GROUP BY Valve.Manufacturer, Valve.Model, Valve.VType, Valve.PipeSize, Document.TagNum, Document.Description

In the query above, we only added a WHEREclause that filters all the valves and only returns thevalves that contain "Parker" in the Valve.Manufacturercolumn.

8. In the Query Optionsribbon bar, click Save.

9. Name the query ValveCount.

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,in the order they are specified


70/79


2009 DesSoft


71/79



Section

XIV


72/79


2009 DesSoft

14 Reports


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

14.1 Viewing reports

Select and view the Instrument index and Cable Schedule.

1. In the menu bar, click on Home.2. In the Modulesribbon bar, click on Reports.

3. In the Reports List, expandInstrument Index.4. Double Click onInstrument Indexto view it, closewhen done.5. In the Reports List, expand Document Register.

6. Double Click on Document Registerto view it, closewhen done.

14.2 Creating reports

NOTE: We are going to create a report for the query we created in theQueries section.

1. In the menu bar, click Home.2. In the Modulesribbon bar, click Queries.3. In the Queries List, expand Select.

4. Open the ValveCountquery.5. Copy the query textfrom the Script Area.6. Close the Query Viewer.

7. In the Modulesribbon bar, click Reports.8. In the Report Fileribbon bar, click New.9. Pastethe query in the box that appears.

10.ClickNext.11.Move Manufacturer, Model, VTypeand PipeSizeinto the Groupssection.

72

72


73/79

73Reports

2009 DesSoft

12.Move 'P&ID','P&IDDescription'and ValveCountinto the Detailsection.

13.Click Next.14.Under Layout, Select Outline.15.Click Next.

16.For training, select the first stylefor your report. Otherwise, select any styleyou wish touse.

17.Click Next.18.Name the reportValve Count - Parker.19.Select Modify the report's design.

20.Click Finish.21.Change the designof the report to look like the one below.


74/79


75/79



Section

XV


76/79


2009 DesSoft

15 P&ID Options & Tools


DesSoft P&ID's options dialog.The Data Tools dialog.

The Task list.

15.1 P&ID options

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

2. Change document output behaviouras well as the document list's colors.

3. Enable/disable tracking of changesand specify what type of changes must be tracked.4. Specify which database fields need to be included in annotations on P&IDs.5. Specify the Tag Rule that will be used for pipesas well as the colors they are displayed in

on P&ID's.6. Change the location where document repository is kept and general settings for

repositoryrelated items.7. Define proxy settings.

8. Other departments in your company can receive e-mail notifications of changes made tothe databaseusing your e-mail account settings entered here.

76

77

77


77/79

77P&ID Options & Tools

2009 DesSoft

15.2 Tools

Data Tools

Data tools is used to keep your project clean & proper.

Synchronizes associated components' informationto ensure information is correct.

Keeping a database healthy has NEVER been this easy, nor this fast!

1. Deletes pipes that are not associated to a diagram.2. Deletes nozzles that are not associated to anything.3. Synchronizes the sizes specified for the nozzles, with the sizes specified for pipes.4. Synchronizes the sizes specified for the reducers, with the sizes specified for pipes.5. Synchronizes the sizes specified as the instruments valves' pipe size, with the sizes

specified for pipes.6. Synchronizes the sizes specified as the hand valves' pipe size, with the sizes specified for

pipes.

Task List

Make note of what needs to be done (before you forget).

Keep track of what has been done.

Prioritize tasks.

1. In the ribbon bar, click View.

2. In the Viewribbon bar, click Task List.


78/79


79/79

Index 79

Index

- A -About Dialog 22

Activate a Local License 18

Activating Licenses from Web License Server 14

- C -

Component Tag List 36

Concurrent User Management 15

Concurrent User Management (CUM) 14

Connecting to the License Server 20

Contact Support 22

Creating a P&ID Diagram 44

Creating Projects 28

- D -

Deleting a Project 29

- F -

Firewall and Proxies 16

- H -

Help And Licensing 18

- I -

Introducation 8

Introduction 9

- L -

- O -

Opening Projects 29

- P -P&ID Dashboard 26

P&ID Diagrams 44

P&ID Options 76

Project Building Options 28

Projects 28

- R -

Returning a Local License 19

- S -

Setup 9

- T -

Table Structures 64

- U -

Updating the Pick List 38

manual de dessoft

Documents