Documente Academic
Documente Profesional
Documente Cultură
2009 DesSoft
Version: 2.1.0
Publisher
DesSoft
Contents
Table of Contents
Foreword
Section I
1 Introduction
................................................................................................................................... 8
2 Setup and...................................................................................................................................
Navigation
9
3 Logging ...................................................................................................................................
In
11
Section II
License Management
14
1 Activating
...................................................................................................................................
Licenses from Web License Server
14
2 Concurrent
...................................................................................................................................
User Management
15
3 Firewall and
...................................................................................................................................
Proxies
16
Section III
18
1 Activating
...................................................................................................................................
a local license
18
2 Returning
...................................................................................................................................
a local license
19
3 Connecting
...................................................................................................................................
to the license server
20
4 About dialog
................................................................................................................................... 22
5 Contact support
................................................................................................................................... 22
Section IV
P&ID Modules
26
Section V
Projects
28
1 Project building
...................................................................................................................................
options
28
2 Creating ...................................................................................................................................
projects
28
3 Opening ...................................................................................................................................
projects
29
4 Deleting projects
................................................................................................................................... 29
5 Switching
...................................................................................................................................
between projects
30
6 The project
...................................................................................................................................
tree
30
Section VI
User Management
32
1 Add a new
...................................................................................................................................
user
32
2 Delete an...................................................................................................................................
existing user
32
3 Switching
...................................................................................................................................
users
32
4 Changing...................................................................................................................................
a user's password
32
5 Defining ...................................................................................................................................
access rights
33
Section VII
36
1 Updating...................................................................................................................................
the pick list
38
2 Creating ...................................................................................................................................
instruments
39
2009 DesSoft
Section VIII
44
P&ID's
1 Creating ...................................................................................................................................
a P&ID
44
2 Populating
...................................................................................................................................
a P&ID
45
3 Anchor points
................................................................................................................................... 45
4 Modifying
...................................................................................................................................
existing symbols
46
5 Creating ...................................................................................................................................
symbols
47
6 Creating ...................................................................................................................................
a Tie-In
48
7 Associating
...................................................................................................................................
components with symbols
48
8 Dissociating
...................................................................................................................................
components from symbols
49
9 Defining ...................................................................................................................................
process line types
49
10 Automatic
...................................................................................................................................
pipe tags
49
11 Component
...................................................................................................................................
annotations
50
12 Associating
...................................................................................................................................
symbols with symbols
50
13 Dissociating
...................................................................................................................................
symbols from symbols
50
Section IX
Hands-On One
52
Section X
Document Tokens
56
1 Understanding
...................................................................................................................................
document tokens
56
Section XI
60
Tag Rules
1 Internal functions
................................................................................................................................... 60
Section XII
64
Tables
1 Modifying
...................................................................................................................................
table structures
64
2 Exporting...................................................................................................................................
tables
64
3 Importing...................................................................................................................................
tables
65
Section XIII
68
Queries
1 Creating ...................................................................................................................................
queries
68
Section XIV
72
Reports
1 Viewing reports
................................................................................................................................... 72
2 Creating ...................................................................................................................................
reports
72
Section XV
76
1 P&ID options
................................................................................................................................... 76
2 Tools
................................................................................................................................... 77
2009 DesSoft
Contents
Index
2009 DesSoft
79
Section
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 to
the 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.
2009 DesSoft
1.2
Menu Bar:
The menu bar displays all the menus available to the user. Some menus are module specific
and will be labeled with the module name in the title bar. In the screenshot above, "P&ID
Tools", "Draw", "Format Text", "Format Line" and "Page Layout" are specific to the diagram
module that is currently open.
Ribbon Bar:
Every menu in the menu bar, has it's own set of ribbon bars that are labeled and grouped
according to specific functions to ensure ease of use.
Filter Bar:
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10
Quick Filter:
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 Quick Filter. Eg. If Motors is selected in the
Quick Filter, ONLY Motor tag numbers will be displayed in the Tag List.
Tag List:
This list displays the tags of all the components associated to the group selected in the Tag
List Filter.
Diagram List:
This list displays the diagrams in the current project.
Window Tabs:
All the currently open modules/components/diagrams etc. will be displayed here, for easy
access.
You can close a window tab by clicking the tab and then the "x" on the right hand side of the
screen. (IN LINE WITH THE TABS)
2009 DesSoft
1.3
Logging In
Upon running DesSoft P&ID, You will be prompted for a Username and Password.
Valid credentials of an existing user must be entered before the application can be
accessed.
Default Username and Password is "Administrator".
Once the user has logged in and selected a project, additional users can be created.
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11
Section
II
14
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
2009 DesSoft
License Management
15
2.2
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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16
2.3
2009 DesSoft
Section
III
18
3.1
20
4. Enter the activation code you received from the DesSoft Web License Server or from the
company's License Administrator.
5. Click Next.
6. The activation code will be verified on the DesSoft Web License Server and if the code is
valid a local license will be created on your computer.
2009 DesSoft
3.2
16
section.
3. Click Return License to return the license to the DesSoft Web License Server. If the
transaction was successful the following dialog will appear.
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19
20
3.3
3. Enter the host computer name or IP address. This will be the computer where the CUM is
installed.
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21
4. Enter the Host Port number. This number must be the same as the Listen Port on the
CUM.
5. Select the License Tag Limit that you need. The available Tag Limits can be seen on the
CUM if not known.
6. Click Test to 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 Name and Port as
well as your computers firewall & proxy settings.
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22
3.4
About dialog
The about dialog shows information about the current version as well as support information.
1. In the menu bar , click Help.
2. In the Help and Support ribbon bar, click About.
3.5
Contact support
1. In the menu bar , click Help.
2. In the Help and Support ribbon bar, click Contact Us.
3. New users have to create an account to be able to communicate with support. It's
absolutely FREE.
4. Existing users can log in to communicate with support.
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23
2009 DesSoft
Section
IV
26
P&ID Modules
Projects
The projects module is used to create, open and delete projects. Existing Projects can also be
added to the projects tree in the projects module.
Tag List
This module is used to create, rename and open components. Components can also be
dragged and dropped from the Tag List onto a P&ID Diagram.
Diagram List
This module is used to create, delete, open, print and revise P&ID Diagrams.
Tables
This module is used to open various tables in the project for editing, importing data into the
database or exporting the data into Microsoft Excel for editing or reporting. The tables can also
be modified to add additional columns into the database.
Queries
This module interface is similar to the tables module interface and you can create your own
data queries to view, update and delete data from the database.
Knowledge of Microsoft SQL Language is essential to create your own queries.
Reports
This module is used to create, delete, print and view various reports. Each report can run
against 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 a
configuration that will show only Area 10. Another configuration can be added that shows
only Area 20 equipment. This is an easy method to report on various equipment in the
project.
Knowledge of Microsoft SQL is essential to create queries for the reports.
Help
This module opens all Help and Licensing related dialogs.
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Section
28
Projects
In this section we will cover:
The available options when creating a project.
How to open a project. 29
How to create a project 28 .
How to delete a project. 29
How to switch between projects. 30
The project tree 30 .
5.1
28
5.2
Creating projects
NOTE: Only users with administrative rights can create projects.
1.
2.
3.
4.
5.
6.
7.
8.
9.
2009 DesSoft
Projects
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 projects
1.
2.
3.
4.
5.4
Deleting projects
Only users with administrative rights can delete projects.
1.
2.
3.
4.
5.
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29
30
5.5
5.6
2009 DesSoft
Section
VI
32
User Management
In this section we will cover:
How to add a new user. 32
How to delete an existing user. 32
How to change a user's password.
Setting a user's access rights. 33
32
6.1
6.2
6.3
Switching users
1.
2.
3.
4.
5.
6.
6.4
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User Management
6.5
33
2009 DesSoft
Section
VII
36
38
2009 DesSoft
2009 DesSoft
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38
7.1
1.
2.
3.
4.
5.
6.
7.
8.
Group
List Type
Table
Electrical components
Flanges
Instruments
Nozzles
Pipes
Equipment
Reducers
Valves
ETYPE
FTYPE
ITYPE
NTYPE
PTYPE
QTYPE
RTYPE
VTYPE
EINDEX
FLANGE
IINDEX
NOZZLE
PIPE
EQUIPMENT
REDUCER
VALVE
2009 DesSoft
7.2
39
Creating instruments
1. Select the Transmitter sub-group in the Quick Filter.
2. In the Component ribbon bar, select New Component.
6. Repeat step 2 to 5 and create the rest of the instruments on the P&ID under the following
groups using the Area-Func-Num Tag Rule. You should have a total of 15 instruments.
2009 DesSoft
40
7.3
GROUP
Instruments
Instruments
Instruments
Instruments
Valves
SUB-GROUP
Instrument Element
Transmitter
Controllers
Instrument Valves
Manual Valves
Creating equipment
1.
2.
3.
4.
5.
11. Repeat step 7 to 10 and create the tanks on the P&ID using the Area-Func-Num Tag
Rule.
12. Also use the steps above to create the pump under the Mechanical Pump sub-group.
2009 DesSoft
7.4
41
Creating pipes
1.
2.
3.
4.
5.
6.
Area=GetS(1,TagNum,"-")
Func=GetS(2,TagNum,"-")
PipeSize=GetS(3,TagNum,"-")
Num=GetS(4,TagNum,"-")
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42
NOTE: For more information on Tag Rules, refer to the Tag Rules
60
topic.
2009 DesSoft
Section
VIII
44
P&ID's
In this section we will cover:
How to create a diagram. 44
How to populate a diagram. 45
How to use anchor points. 45
How to modify existing symbols.
How to create symbols. 47
8.1
46
Creating a P&ID
1.
2.
3.
4.
5.
2009 DesSoft
P&ID's
8.2
45
Populating a P&ID
1. In the Symbol Library, select Tanks.
2. In the Symbols list, right click and drag Pressure Vessel 1 onto the diagram twice.
3. Repeat step 1 to 2 and add the following symbols to the diagram.
Symbol Library
Symbol
Quantity
Instrument Symbols
Instrument Symbols
Instrument Symbols
Tanks
Transmitters Level
Pumps
Border Components
Border Components
Valves
Valves
Valves
6
4
2
2
1
1
2
2
1
1
2
4.
5.
6.
7.
8.3
Anchor points
Adding anchor points
1. Select the symbol on the diagram.
2. In the Anchor Points ribbon bar, click the Anchor point you wish to add.
2009 DesSoft
46
8.4
NOTE: Clicking Add to Library, will add the symbol to the library currently
selected.
19. Modify the symbol used for 30-TT-009, to contain the FUNC and NUM text.
20. Add it to the Training library.
21. Name the symbol Local Instrument.
22. Replace all the local instruments' symbols with the new Local Instrument symbol.
2009 DesSoft
P&ID's
8.5
47
Creating symbols
Create the Pre-Heater symbol below with its anchor points.
NOTE: Clicking Add to Library, will add the symbol to the library currently
selected.
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 without
ungrouping.
14. Create a tie-in symbol. Pay attention to which anchor point is used.
15. Add it to the Training library.
16. Name the symbol Tie-in.
17. Refer to the P&ID and used the Tie-in symbol 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 Link ribbon bar, click Create Tie-In.
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48
8.6
Creating a Tie-In
1. Select the Tie-In symbol on the diagram.
2. In the menu bar, click P&ID Tools.
3. In the Database Link ribbon bar, click Create Tie-In.
NOTE: This procedure allows the software to create an ID for the Tie-In
symbol which will prove useful when doing reports such as a pipe-run.
8.7
2009 DesSoft
P&ID's
8.8
8.9
49
8.10
2009 DesSoft
50
8.11
Component annotations
Specifying fields for component annotations
1. In the menu bar, click Tools.
2. In the Tools and Options ribbon bar, click P&ID Options.
3. Select Tag Number Annotations from the list.
Here you can specify column names that will be included in component annotations on a
P&ID.
Annotating components
1.
2.
3.
4.
8.12
8.13
2009 DesSoft
Section
IX
52
Hands-On One
For this hands on session, we will be using all the skills learnt so far to
create the following P&ID.
NOTE: The term "Components" means Instruments, equipment, pipes and
diagrams.
1. Create a new project: Training2.
2. Create all the components under the relevant groups in 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 Training Library.
4. Associate all the components to the relevant symbols.
5. Define the Automatic Pipe Tags Rule.
6. Major Process Pipes are orange.
7. Minor Process Pipes are green.
2009 DesSoft
Hands-On One
2009 DesSoft
53
Section
56
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. A
token can be identified as text starting with the & character.
10.1
Trow address = the digits after the character, in this case 3 that presents the terminal row
number 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 and
also the Get type functions like GetS, GetN, etc.)
2009 DesSoft
Document Tokens
57
To allow existing templates to work and possible future templates to be created as different loop
configurations 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 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.
2009 DesSoft
Section
XI
60
11
Tag Rules
Tag Rules are used to build tag numbers in a certain format as well as populating
additional fields 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.
For more functions that are available, see the Internal Functions
11.1
60
topic.
Internal functions
Internal functions used with 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) where
nPos (number) is the position of the substring inside the string.
String (text) is the passed string to the function
Delimiter (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-funcnum ("-" 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"
2009 DesSoft
Tag Rules
61
A literal string value must be passed with inverted commas ("). When a reference to a text
field is 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
same as 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) where
nPos (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) where
nPos (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) where
String (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
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) where
nPos (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) where
nPos (number) is the position of the character counted from the beginning of the string.
String (text) is the passed string to the function
nAmount (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)
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62
2009 DesSoft
Section
XII
64
12
Tables
In this section we will cover:
How to modify table structures. 64
How to export table information. 64
How to import table information. 65
12.1
12.2
Exporting tables
1.
2.
3.
4.
2009 DesSoft
Tables
5. In the Table Data ribbon bar, click Export.
6.
7.
8.
9.
12.3
Select the file type you wish to export the table data to.
Browse to the location where you wish to create the file by clicking the ellipse button.
Specify the filename.
Click OK.
Importing tables
1.
2.
3.
4.
5.
6.
7.
2009 DesSoft
65
66
8. Check the field(s) that exist in the file as well as in the table that can be used as the link key
between the file rows and the table records.
9. Click OK.
2009 DesSoft
Section
XIII
68
13
Queries
In this section we will cover:
How to create queries.
13.1
68
Creating queries
Write a query to count the valves in the project
1.
2.
3.
4.
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 ValveCount
FROM (Valve INNER JOIN DocumentCon ON Valve.ValveID = DocumentCon.ConID)
INNER JOIN Document ON DocumentCon.DocumentID = Document.DocumentID
GROUP BY Document.TagNum
In the query above, we added another column in the SELECT statement (Document.TagNum).
Since we are using 2 different tables (Document and Valve), we have to find a column in each
of them that we can use to set the tables equal to each other These columns are the IDcolumns ValveID, ConID and DocumentID. In order to get to the Document.TagNum, we
have to JOIN the Valve Table and the DocumentCon Table together on the ValveID and ConID
columns to get the DocumentID. Once we know what the DocumentID is, we can JOIN the
DocumentCon Table and the Document Table together on the DocumentID column to finally
get Document.TagNum. Lastly, we group the result of the query by Document.TagNum in
order to see how many valves there are per P&ID.
Change the query to include the Manufacturer, Model, VType, PipeSize and
the 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 ValveCount
FROM (Valve INNER JOIN DocumentCon ON Valve.ValveID = DocumentCon.ConID)
INNER JOIN Document ON DocumentCon.DocumentID = Document.DocumentID
GROUP 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 SELECT statement. Since these are
located in the Valve and Document table, there is no need to add any JOIN statements. At the end
of the query, we used the group by statement again. The order you put the fields in, in the GROUP
BY statement, will be determined by how you would like the information to be presented on your
2009 DesSoft
Queries
69
report.
EXPLANATION
Selects data from the database
Joins tables together
Filters the selected data for a specified value
GROUP BY
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70
2009 DesSoft
Section
XIV
72
14
Reports
In this section we will cover:
How to view reports. 72
How to create your own reports.
14.1
72
Viewing reports
Select and view the Instrument index and Cable Schedule.
1.
2.
3.
4.
5.
6.
14.2
Creating reports
NOTE: We are going to create a report for the query we created in the
Queries section.
1.
2.
3.
4.
5.
6.
7.
8.
9.
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Reports
73
12. Move 'P&ID', 'P&ID Description' and ValveCount into the Detail section.
2009 DesSoft
Section
XV
76
15
15.1
76
P&ID options
1. Displays general project information. You can also change the location of the Libraries
and System Project here by clicking on the linked path.
2. Change document output behaviour as well as the document list's colors.
3. Enable/disable tracking of changes and 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 pipes as 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
repository related items.
7. Define proxy settings.
8. Other departments in your company can receive e-mail notifications of changes made to
the database using your e-mail account settings entered here. <UNDER
CONSTRUCTION>
2009 DesSoft
15.2
77
Tools
Data Tools
Data tools is used to keep your project clean & proper.
Synchronizes associated components' information to ensure information is correct.
Keeping a database healthy has NEVER been this easy, nor this fast!
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 View ribbon bar, click Task List.
2009 DesSoft
Index
Index
-OOpening Projects
-A-
-P-
About Dialog 22
Activate a Local License 18
Activating Licenses from Web License Server
-DDeleting a Project
14
P&ID Dashboard 26
P&ID Diagrams 44
P&ID Options 76
Project Building Options
Projects 28
28
-SSetup
-T29
Table Structures
16
18
-IIntroducation 8
Introduction 9
-LLicense Management
64
-U-
-H-
14
2009 DesSoft
29
32
38
19
79