7/29/2019 TOC Tutorial

1/3

Table of Contents

Introduction---------------------------------------------------------------------------------1Administration Options ......................................................................................... 2Instrument Engineering Options........................................................................... 2

The Administration Module------------------------------------------------------------5System Administration.......................................................................................... 5

Entering as System Administrator...................................................................................5Task 1: Initializing a Domain and Associating it with the INtools Database ...................7Task 2: Defining INtools Users and Domain Administrator.............................................9

Domain Administration ....................................................................................... 13Entering as Domain Administrator ................................................................................13Task 1: Defining a Plant Owner ....................................................................................13Task 2: Creating the Plant-Area-Unit Hierarchy............................................................14Task 3: Users, Groups, and Access Rights ..................................................................20

Instrument Engineering Options--------------------------------------------------- 29Opening INtools.................................................................................................. 29

The Instrument Index Module------------------------------------------------------- 33Task 1: Defining Instrument Index Supporting Tables and Properties .........................33Task 2: Defining a Loop with Its Tags...........................................................................50Task 3: Duplicating a Loop with Its Tag Numbers ........................................................64Task 4: Viewing and Editing Data .................................................................................67Task 5: Finding and Sorting Data in the Browser View Window...................................72Task 6: Additional Browser View Window Features .....................................................74Task 7: Generate Instrument Index Reports.................................................................77Task 8: Working with Typical Loops .............................................................................78

The Process Data and Calculation Modules ----------------------------------- 85Task 1: Defining Process Data......................................................................................85Task 2: Calculations......................................................................................................91

The Instrument Specifications Module ------------------------------------------ 97Task 1: Viewing Specification Sheets ...........................................................................97Task 2: Create a Specification Form Data Template..................................................101Task 3: Creating and Using a Multi-Tag (See-List) Spec Sheet .................................106Task 4: Creating a Customized Specification Sheet...................................................113Task 5: Instrument Specification Sheet Revisions......................................................118

7/29/2019 TOC Tutorial

2/3

INtools 6.0 Table of Contents

The Spec Binder Module ----------------------------------------------------------- 125Task 1: Creating a Technical Specification.................................................................125Task 2: Creating Form Notes and General Notes.......................................................128Task 3: Editing and Revising Specification Sheets from the Technical Specification 134Task 4: Printing a Change Summary Report for a Specific Revision .........................138

The Wiring Module ------------------------------------------------------------------- 141Task 1: Overview.........................................................................................................141Task 2: Creating Default Panels .................................................................................143Task 3: Creating Terminal Strips with a Marshaling Rack ..........................................146Task 4: Creating a DCS Default Cabinet ....................................................................151Task 5: Copying the Default Panels to the Plant Panel Manager...............................155Task 6: Creating Default Cables .................................................................................159Task 7: Copying Default Cables to the Plant ..............................................................165Task 8: Making Connections.......................................................................................168Task 9: DCS Management..........................................................................................179Task 10: Cross-Wiring the Signals in the Marshaling Rack........................................186Task 11: Adding a New Instrument to the Existing Wiring ..........................................189Task 12: Browsing Panels, Cables, and Connections ................................................191Task 13: Wiring Design that Includes a Barrier...........................................................196Task 14: Wiring Design for Other Loop Types............................................................202

The Loop Drawings Module ------------------------------------------------------- 215Task 1: Displaying Loops and Setting the Loop Generation Type..............................215

Working with Enhanced SmartLoop Reports....................................................218Task 3: Generating an Enhanced SmartLoop Report.................................................218Task 4: Modifying an Enhanced SmartLoop Drawing by Changing Data Directly from

the SmartPlant Report Generator..................................................................220Task 5: Modifying the Appearance of a SmartLoop Drawing by Changing the

SmartPlant Report Layout Properties............................................................226Task 6: Adding Annotations to an Enhanced SmartLoop Report ...............................236

Working with CAD Loops..................................................................................245Task 1: Defining Block Types and Drawing Blocks.....................................................246Task 2: Assigning Blocks to Instrument Types ...........................................................249Task 3: Defining the General Blocks...........................................................................251Task 4: Editing the Title Block for a Specific Loop......................................................252Task 5: Understanding Macros ...................................................................................255Task 6: String Manipulation for Loop Drawings ..........................................................257Task 7: Generating CAD Loop Drawings....................................................................259

7/29/2019 TOC Tutorial

3/3

INtools 6.0 Table of Contents

The Hook-Ups (Installation Details) Module --------------------------------- 267Task 1: Creating Hook-Ups and Attaching Them to Tag Numbers ............................267Task 2: Creating Hook-Up Items.................................................................................272Task 3: Assigning Items to the Hook-Up Drawing ......................................................275Task 4: Generating a Bill of Material (BOM) ...............................................................276

The Browser Module----------------------------------------------------------------- 277Task 1: Create the Junction Box Assignment per Tag Browser................................277Task 2: Creating a New Customized Process Data Browser .....................................282Task 3: Customize the Printout Structure ...................................................................284Task 4: Using the Sum and Avg. Features in Printed Reports ...................................288