SmartPlant Electrical

Rule Manager
User's Guide

Version 2015 (7.0)

March, 2015

DELE2-PE-200005H
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Rule Manager User's Guide 3

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4 Rule Manager User's Guide

Contents
Rule Manager ............................................................................................................................................... 7
Overview ................................................................................................................................................. 7

Using Rule Manager Tree View and Menu Commands ........................................................................... 9

Exit Rule Manager .................................................................................................................................. 9
Connect to a Plant .................................................................................................................................. 9
Save a Rule Base ................................................................................................................................... 9
Tree View Common Tasks.................................................................................................................... 10
Create a Folder ..................................................................................................................................... 11
Delete a Folder...................................................................................................................................... 11
Rename a Folder .................................................................................................................................. 11
Rename a Rule ..................................................................................................................................... 11
Cut a Rule ............................................................................................................................................. 12
Copy a Rule .......................................................................................................................................... 12
Paste a Rule.......................................................................................................................................... 12
Delete a Rule ........................................................................................................................................ 13
Print a Rules Summary Report ............................................................................................................. 13

Rule Properties .......................................................................................................................................... 15

Create a Relation Rule .......................................................................................................................... 16
Create a Single Component Rule ......................................................................................................... 17
Change the Rule Type .......................................................................................................................... 19
Display Rule Properties ........................................................................................................................ 20
Modify Rule Properties .......................................................................................................................... 20
Disable a Rule ....................................................................................................................................... 20
Operator Descriptions and Rule Examples ........................................................................................... 21
Consistency Rules — Copy Function Operator Descriptions ............................................................... 22

Menu Commands....................................................................................................................................... 25
Open Plant Structure Command (File Menu) ....................................................................................... 25
New Folder Command (File Menu) ....................................................................................................... 25
New Rule Command (File Menu) .......................................................................................................... 25
Save Command (File Menu) ................................................................................................................. 25
Generate Report Command (File Menu) .............................................................................................. 26
Exit Command (File Menu) ................................................................................................................... 26
Cut Command (Edit Menu) ................................................................................................................... 26
Copy Command (Edit Menu) ................................................................................................................ 26
Paste Command (Edit Menu) ................................................................................................................ 26
Delete Command (Edit Menu) .............................................................................................................. 26
Rename Command (Edit Menu) ........................................................................................................... 26
Properties Command (Edit Menu) ........................................................................................................ 27

Windows and Dialog Boxes...................................................................................................................... 29

Open Plant Structure Dialog Box .......................................................................................................... 29
Rule Properties Dialog Box ................................................................................................................... 29

Rule Manager User's Guide 5

Contents

General Tab (Rule Properties Dialog Box) ..................................................................................... 30

Rule Components Tab (Rule Properties Dialog Box) ..................................................................... 30
Consistency Tab (Rule Properties Dialog Box) .............................................................................. 31
Select Rule Component Dialog Box...................................................................................................... 33
SmartPlant Electrical Rule Manager Window ....................................................................................... 34

Using Rule Manager Online Help ............................................................................................................. 35

Online Help and Version Information .................................................................................................... 35
Display Rule Manager Help .................................................................................................................. 35
Display Rule Manager Version Information .......................................................................................... 35
Help Menu Commands ......................................................................................................................... 36
SmartPlant Electrical Rule Manager Help Command (Help Menu) ............................................... 36
Printable Guides Command (Help Menu) ...................................................................................... 36
About SmartPlant Electrical Rule Manager Command (Help Menu) ............................................. 36

Index ........................................................................................................................................................... 37

6 Rule Manager User's Guide

SECTION 1

Rule Manager

Overview
SmartPlant Electrical Rule Manager is an environment used for creating, manipulating and
managing sets of consistency rules that apply whenever a user associates two items or modifies
properties of a certain item tag in SmartPlant Electrical. These rules determine how items act
and interact within a project. Usually, you create a set of rules at the beginning of a
project. You can modify any rule at any stage of the project life-cycle when project
requirements dictate a change.
A rule is a combination of various consistency criteria that you can specify for rule
components. A rule component can be either an item type or a filter created in Filter
Manager. The following types of rules are available:
 Relation rules - rules in which consistency criteria apply to two specific components. These
rules ensure that correct relationships are created when you create a new relationship or
modify properties or values of related items in SmartPlant Electrical. The items can belong
to a specific item type or be specified by using a filter. When a rule matches both items, the
rule is implemented, and the software performs the actions associated with the rule.
 Single component rules - rules in which consistency criteria apply to one component
only. These rules validate consistency of the properties or property values of a specific item
tag.
Rules are used in SmartPlant Electrical for the following reasons:
 To ensure that consistent relationships are created between items when you create a new
item relationship.
 To ensure that consistent relationships are created when you modify item properties for
related items.
 To check the consistency of item properties or property values.
 To copy property values from one item to another, allowing the propagation of data from one
item to its related/connected item.
In SmartPlant Electrical, when a rule matches the properties or property values specified for a
particular rule component, the rule is implemented. When a rule inconsistency is found, the
software performs the action associated with a specific consistency setting. Depending on the
associated action, the software records an inconsistency in a log file, warns the user about the
inconsistency, or rejects the inconsistency automatically.
On detecting a rule inconsistency the software, depending on the severity of the inconsistency,
rejects the inconsistency and does not allow you to proceed until the inconsistency is fixed, or
displays a message that allows the user to either accept or reject the inconsistency. Prior to
taking any action, the user can always display the rule properties. By accepting an
inconsistency, the user overrides the rule. By rejecting the inconsistency, the user takes into
account the rule consistency criteria and needs to make the appropriate corrections to the data.

Rule Manager User's Guide 7

Rule Manager

You can generate and print a Rules Summary Report. This report displays a detailed listing of
all your current rules.
Before you can work with a rule base in Rule Manager, you need to connect to a specific plant
available in your plant structure. Also, if you have appropriate access rights, you can connect to
a plant located on a different site server.

 Rule manager does not validate that the two properties in the consistency rule are of the
same data type. Attention should be paid to the property data types so that you do not
create a rule that might lead to the wrong results. For example, a rule that copies a length
property into a power property.
 You can enable or disable the use of SmartPlant Electrical rules in Options Manager.
 Note that relation rules are not applied for electrical items that are connected in parallel.
 If a user performs a batch operation, in case of a rule inconsistency, the software response
depends on the setting defined in Options Manager, and on the action associated with the
violated logical expression. For details of action descriptions, see the Consistency Tab
(Rule Properties dialog box) (on page 31).

8 Rule Manager User's Guide

SECTION 2

Using Rule Manager Tree View and

Menu Commands
When Rule Manager starts, the tree view of the SmartPlant Electrical Rule Manager window
displays all rule folders contained in your rule base. You can create folders in this window to
help organize rules. If you decide to organize rules into folders, this method does not affect
performance of rules. The rules appear alphabetically in each folder.
You can move rules from one folder to another by selecting a rule and then using the
appropriate command on the Edit menu. Also, you can use the shortcut menu commands and
toolbar icons to manage your folders and rules.
You must have the appropriate privileges to create, edit, or delete rules.

Exit Rule Manager

 Click File > Exit.
If you have not saved all your changes to the open rule base, a message box appears with
the option to cancel the Exit command.

Connect to a Plant
1. Click File > Open Plant Structure.
2. On the Open Plant Structure dialog box, do one of the following:
 Under Available plant structures, select a plant to connect.
 If you want to connect to a plant in a different database, click Site Server and from the
Files of type list, select the appropriate .ini file.

Save a Rule Base

 Do one of the following:
 Click File > Save.

 On the toolbar, click .

The software automatically prompts you to save the open rule base when you quit the
program.

Rule Manager User's Guide 9

Using Rule Manager Tree View and Menu Commands

Tree View Common Tasks

In the tree view of the SmartPlant Electrical Rule Manager window, you can manage your rule
definitions and folders.

Create a Folder
This procedure allows you to create a new folder for grouping together rules. For more
information, see Create a Folder (on page 11).

Rename a Folder
This procedure allows you to rename a folder. For more information, see Rename a Folder (on
page 11).

Delete a Folder
This procedure allows you to delete a user-defined folder together with its content. For more
information, see Delete a Folder (on page 11).

Rename a Rule
This procedure allows you to rename a rule. For more information, see Rename a Rule (on
page 11).

Cut a Rule
This procedure allows you to cut a rule from the tree view and move it to the Clipboard. For
more information, see Cut a Rule (on page 12).

Copy a Rule
This procedure allows you copy a rule to the Clipboard. For more information, see Copy a Rule
(on page 12).

Paste a Rule
This procedure allows you to paste a rule from the Clipboard. For more information, see Paste
a Rule (on page 12).

Delete a Rule
This procedure allows you to delete a rule permanently from your rule base. For more
information, see Delete a Rule (on page 13).

10 Rule Manager User's Guide

 Using Rule Manager Tree View and Menu Commands

Create a Folder
1. Select a folder to locate your new folder in.
If the folder contains a rule, the new folder is added as a sibling to the rule — that is, on
the same level as the rule in the selected folder.
2. Do one of the following:
 Click File > New Folder.

 On the toolbar, click .

 On the shortcut menu, click New Folder.

Delete a Folder
1. Select the folder that you want to delete.
2. Do one of the following:
 Click Edit > Delete.

 On the toolbar, click .

 On the shortcut menu, click Delete.
If you delete a folder, the software also removes all child folders and rules.

Rename a Folder
1. Select the folder that you want to rename.
2. Do one of the following:
 Click Edit > Rename.
 On the shortcut menu, click Rename.
3. Type a unique name for the folder over the existing folder name.

Rename a Rule
1. Select the rule that you want to rename.
2. Do one of the following:
 Click Edit > Rename.
 On the shortcut menu, click Rename.
3. Type a unique name for the rule over the existing rule name.

Rule Manager User's Guide 11

Using Rule Manager Tree View and Menu Commands

Cut a Rule
1. Select the rule that you want to place on the Clipboard.
2. Do one of the following:
 Click Edit > Cut.

 On the toolbar, click .

 On the shortcut menu, click Cut.
The selected rule is now available to paste into a rule folder. This rule remains on the
Clipboard until you either cut or copy another rule onto it.

Copy a Rule
1. Select the rule that you want to copy to the Clipboard.
2. Do one of the following:
 Click Edit > Copy.

 On the toolbar, click .

 On the shortcut menu, click Copy.
3. Select the folder that you want to place the copied rule into, and click Edit > Paste.

Paste a Rule
Select a rule or a folder for pasting the rule.

 If you select a folder, the software inserts the rule in that folder. If you select a rule, the
software inserts the rule as a sibling — that is, on the same level as the selected rule. You
can insert a rule into any folder.
 Prior to pasting a rule, you must previously move a copy of a rule to the Clipboard by using
either the Cut or Copy command. The name of the rule that you paste from the Clipboard
appears with the Copy of prefix.
1. Do one of the following:
 Click Edit > Paste.

 On the toolbar, click .

 On the shortcut menu, click Paste.

12 Rule Manager User's Guide

 Using Rule Manager Tree View and Menu Commands

Delete a Rule
1. Select the rule that you want to delete.
2. Do one of the following:
 Click Edit > Delete.

 On the toolbar, click .

 On the shortcut menu, click Delete.
3. Click File > Save to delete the rule from the .rul file.

Print a Rules Summary Report

1. Click File > Generate Report to display the report in your default Web browser.
2. From your Web browser, click the Print command.
You can also use the other functions of your browser to save the report or send it in an
email, for example.

Rule Manager User's Guide 13

Using Rule Manager Tree View and Menu Commands

14 Rule Manager User's Guide

SECTION 3

Rule Properties
In the course of your design work, you can define properties for a new rule or modify properties
of existing rules. You can do something as simple as add a description to a rule or something
as complicated as authoring an entirely new rule with multiple consistency criteria to govern a
special relationship between two very specific items in SmartPlant Electrical. You can create or
modify rules at any stage of the project life-cycle when project requirements dictate a change.

Create a Relation Rule

This procedure allows you create a rule in which consistency criteria apply to two specific rule
components (that is, item types or filters). For more information, see Create a Relation Rule (on
page 16).

Create a Single Component Rule

This procedure allows you to create a rule in which consistency criteria apply to one rule
component only (a specific item type or a filter). Such a rule can evaluate and validate
consistency of the properties or property values of a specific item tag. Also, you can create a
single component rule that only applies to reference data. For more information, see Create a
Single Component Rule (on page 17).

Display Rule Properties

This procedure allows you to display rule name, description, rule components, and consistency
criteria defined for an existing rule. For more information, see Display Rule Properties (on page
20).

Modify Rule Properties

This procedure allows you to modify properties of an existing rule. For more information, see
Modify Rule Properties (on page 20).

Change the Rule Type

This procedure allows you to change a relation rule to a single component rule or change a
single component rule to a relation rule. For more information, see Change the Rule Type (on
page 19).

Disable a Rule
This procedure allows you to disable a specific rule. For more information, see Disable a Rule
(on page 20).

Print a Rules Summary Report

This procedure allows you to generate and print a report of all rules saved in your rule
base. For more information, see Print a Rules Summary Report (on page 13).

Rule Manager User's Guide 15

Rule Properties

Save a Rule Base

This procedure allows you to save changes that you made to rule properties or changes made in
the tree view. For more information, see Save a Rule Base (on page 9).

Create a Relation Rule

Note that relation rules are not applied for electrical items that are connected in
parallel.
1. In the tree view, select a folder. If you select an existing rule, you can create the new rule
as a sibling to the selected rule (that is, in the same folder where the selected rule appears).
2. Do one of the following:
 Click File > New Rule.

 On the toolbar, click .

 On the shortcut menu, click New Rule.
3. On the General tab of the Rule Properties dialog box, enter a name and a description for
the rule.
The Description box can contain links to an Internet address so that a detailed
description can be stored on a website and accessed using this option. Enter a desired
URL address using the following format: http://www.<site name>
4. From the Priority list, select a rule priority.
5. On the Rule Components tab, under Component 1, click Browse.
6. On the Select Rule Component dialog box, do one of the following:
 Click Item type and then, under Selection list, select an item type.
 Click Filter and then, under Selection list, select a filter created in Filter Manager.
If you have appropriate access rights, you can access Filter Manager using the
shortcut menu or the command buttons and then create another filter or modify properties of
an existing filter.
7. On the Rule Components tab, under Component 2, click Browse and then select the
second rule component.
8. On the Consistency tab, under Operand 1, select the first rule component (item type or
filter).
9. Under Property, select a property for the rule component.
10. Under Copy, select an operator if required.
Use the copy function to propagate values across items and as a result make them
consistent. For example copy a property value of one rule component, the same rule
component, or a fixed value to another property and create a consistency. An example of
this is would be to validate a motor and its protection device are rated at the same rated
voltage. For more details on the copy function operators, see Consistency Rules ” Copy
Function Operator Descriptions (see "Consistency Rules — Copy Function Operator
Descriptions" on page 22)

16 Rule Manager User's Guide

 Rule Properties

11. Under Operator, select a desired operator. When using a copy operand the only operator
available is equals and must be selected.
For more information about operator descriptions, see Operator Descriptions and Rule
Examples (on page 21).
12. Under Operand 2, do one of the following:
 Select the same rule or the second rule component (item type or filter) to create a rule
between two properties.
 Select Value to create a logical expression using a value of a specific property selected
for the rule component selected under Operand 1.
13. Under Property/Value, do one of the following:
 If the Operand 2 is the second rule component, select a property for the second rule
component to create a relationship between the properties of the rule components.
 If the Operand 2 is the same rule component, select another property to create a
relationship between the properties in operand 1 and operand 2.
 If the Operand 2 is the Value setting, depending on the logical operator that you
selected, enter one or more values.
14. Under Action, associate an action with the created logical expression by selecting one of
the following options:
 Log — Records the rule inconsistency to a log file without notifying the user. The user can
access the log file from SmartPlant Electrical.
 Warn — Prompts the user to reject or accept the operation when a rule inconsistency is
found. This action gives the user flexibility in making an appropriate decision.
 Reject — Rejects user operation automatically and notifies the user about the rule
inconsistency. This action enables you to prevent the user from accepting the operation
when the software detects an inconsistency. When using the copy operation a reject action
will not allow any changes that might result in an inconsistency and no warning message is
displayed.
1. Repeat steps 8 through 13 to create another logical expression for the rule consistency.

Create a Single Component Rule

1. In the tree view, select a folder.
2. Do one of the following:
 Click File > New Rule.

 On the toolbar, click .

 On the shortcut menu, click New Rule.
3. On the General tab of the Rule Properties dialog box, enter a name and a description for
the rule.
The Description box can contain links to an Internet address so that a detailed
description can be stored on a website and accessed using this option. Enter a desired
URL address using the following format: http://www.<site name>

Rule Manager User's Guide 17

Rule Properties

4. From the Priority list, select a rule priority.

5. On the Rule Components tab, do one of the following:
 Select the Single component check box.
 Select the Apply to reference data check box if you want to create a rule that only
involves reference data.
Rules that apply to reference data are always single component rules. In SmartPlant
Electrical, these rules validate consistency of the properties or property values of a specific
item tag in the Reference Data Explorer. When you select this check box, the software
automatically selects the Single component check box.
6. Under Component 1, click Browse.
If you selected the check box Apply to reference data, the dialog box that opens after
you click Browse only displays item types belonging to reference data.
7. On the Select Rule Component dialog box, do one of the following:
 Click Item type and then, under Selection list, select an item type.
 Click Filter and then, under Selection list, select a filter created in Filter Manager.
If you have appropriate access rights, you can access Filter Manager using the
shortcut menu or the command buttons and then create another filter or modify properties of
an existing filter.
8. On the Consistency tab, under Operand 1, select the rule component (item type or filter).
9. Under Property, select a property for the rule component.
10. Under Copy, select an operator if required.
Use the copy function to propagate values across items and as a result make them
consistent. For example copy a property value of the rule component or a fixed value to
another property and create a consistency. An example of this is would be to validate that a
motor's rated voltage is always 220V. For more details on the copy function operators, see
Consistency Rules ” Copy Function Operator Descriptions (see "Consistency Rules — Copy
Function Operator Descriptions" on page 22)
11. Under Operator, select a desired operator. When using a copy operand the only operator
available is equals and must be selected.
For more information about operator descriptions, see Operator Descriptions and Rule
Examples (on page 21).
12. Under Operand 2, do one of the following:
 Under Operand 2, select the same rule component (item type or filter) to create a rule
between two properties.
 Select Value to create a logical expression using a value of a specific property selected
for the rule component selected under Operand 1.
13. Under Property/Value, do one of the following:
 If the Operand 2 is the same rule component, select another property to create a
relationship between the properties in operand 1 and operand 2.
 If the Operand 2 is the Value setting, depending on the logical operator that you
selected, enter one or more values.

18 Rule Manager User's Guide

 Rule Properties

14. Under Action, associate an action with the created logical expression by selecting one of
the following options:
 Log — Records the rule inconsistency to a log file without notifying the user. The user
can access the log file from SmartPlant Electrical.
 Warn — Prompts the user to reject or accept the operation when a rule inconsistency is
found. This action gives the user flexibility in making an appropriate decision.
 Reject — Rejects user operation automatically and notifies the user about the rule
inconsistency. This action enables you to prevent the user from accepting the
operation when the software detects an inconsistency. When using the copy operation
a reject action will not allow any changes that might result in an inconsistency and no
warning message is displayed.
15. Repeat steps 8 through 13 to create another logical expression for the rule consistency.

Change the Rule Type

1. In the tree view, select a desired rule.
2. Do one of the following:
 Click Edit > Properties.

 On the toolbar, click .

 On the shortcut menu, click Properties.
3. Click the Rule Components tab.
4. On the Rule Components tab, depending on the rule type, do one of the following:
 To change the rule type from single component to relation, clear the Single component
check box and then, under Component 2, click Browse to specify the second rule
component.
 To change the rule type from relation to single component, select the Single
component check box.
When changing the rule type from relation to single component, if you already specified
consistency criteria using the second rule component in logical expressions on the Consistency
tab, the software prompts you to delete all logical expressions in which the second component is
used.

Rule Manager User's Guide 19

Rule Properties

Display Rule Properties

1. Select the individual rule whose properties you want to view or modify.
2. Do one of the following:
 Click Edit > Properties.

 On the toolbar, click .

 On the shortcut menu, click Properties.
3. On the Rule Properties dialog box (on page 29), navigate to the information that you need.

Modify Rule Properties

1. Select the individual rule whose properties you want to view or modify.
2. Do one of the following:
 Click Edit > Properties.

 On the toolbar, click .

 On the shortcut menu, click Properties.
3. On the Rule Properties dialog box (on page 29), make your modifications.

Disable a Rule
1. In the tree view, select a desired rule.
2. Do one of the following:
 Click Edit > Properties.

 On the toolbar, click .

 On the shortcut menu, click Properties.
3. On the General tab of the Rule Properties dialog box, select Disable.
4. Click OK.
In the, tree view of the SmartPlant Electrical Rule Manager window, disabled rules
are marked with the icon .

5. Click Save on the main toolbar to write the changes to the rule base.
After you disable the rule, is the user violates the rule consistency criteria in SmartPlant
Electrical, the software does not apply any actions that you specified for the logical expressions.

20 Rule Manager User's Guide

 Rule Properties

Operator Descriptions and Rule Examples

Describes operators available on the Consistency tab of the Rule Properties dialog box. Also,
provides examples of rules that you can create using a particular operator.
In the examples shown in the table, the rule components are displayed in brackets to
separate them visually from properties or values. When a string that follows an operator does
not start with a bracket, this indicates a single component rule.

Operator Description Rule Example

= functions as 'equal to' with In a filtered subset of 1hp motors:

numeric characters or as (Motor) Rated voltage = 120 v
'like' with text strings. When
using a Copy operand this
operator initiates the copy
rule.

> greater than (Cable) Insulation rated voltage > (Motor) Rated
voltage

>= greater than or equal to (Motor) Rated power >= (Motor) Brake power

< smaller than (Motor) Asynchronous speed < (Motor) Synchronous

speed

<= smaller than or equal to (Motor) Asynchronous speed <= (Motor) Synchronous
speed

<> ot equal to In a filtered subset of heaters with heater rated power

above 10kW:
(Heater) Number of phases <> 1

IN any of the specified values In a filtered subset of 10hp motors:

(Motor) Rated Voltage IN 380 V; 415 V; 400 V; 0.4 kV;
Comment: The values are case- sensitive and must be
typed exactly as they appear in the Data
Dictionary. The value separator must be either a
semi-colon or a comma.
Important: In this example, even though the values
400V and 0.4kV produce the same result numerically,
you must enter both values. This is because in
SmartPlant Electrical, the software does not convert
between one value and another.

Is Empty ensures whether the user Supply ACDC Is Empty

enters values for the item
tag belonging to the rule
component

Rule Manager User's Guide 21

Rule Properties

Is Not used for testing or
Empty comparing values or
properties in a conjunction
with another rule
consistency
(Cable) Design length >= (Cable) Estimated length
(Cable) Design length Is not Empty
(Cable) Estimated length Is not Empty
Comment: if you do use the Is Not Empty operator in
this rule, the software treats the expression as true
even if the values for the (Cable) Design length and
(Cable) Estimated length properties are not defined at
all.

Consistency Rules — Copy Function Operator

Descriptions
Describes the Copy functions available on the Consistency tab of the Rule Properties dialog
box.

Function Symbol Function Description

<=> Copy bidirectional Copies in either direction, the changed Property

value of an Operand to the second Operand
overwriting existing data

<= Copy item 2 to item 1 Copies the Property value of Operand 2 to Operand
1 overwriting existing data

>= Copy item 1 to item 2 Copies the Property value of Operand 1 to Operand
2 overwriting existing data

<> Copy bidirectional if Copies in either direction, the Property value of

null either Operand to the other Operand when the one
Operand property value is null. If data already exists
in either Operand the copy function cannot be used
as no overwriting of existing data is allowed.

< Copy item 2 to item 1 Copies the Property value of Operand 2 to Operand
if null 1 only if the Property value of Operand 1 is Null. If
data already exists in Operand 1 the copy function
cannot be used as no overwriting of existing data is
allowed.

> Copy item 1 to item 2 Copies the Property value of Operand 1 to

if null Operand 2 only if the Property value of Operand 2
is Null. If data already exists in Operand 2 the copy
function cannot be used as no overwriting of existing
data is allowed.

| None No copy function is selected

22 Rule Manager User's Guide

 Rule Properties

Rule manager does not validate that the two properties in the consistency rule are of the
same data type. Attention should be paid to the property data types so that you do not create a
rule that might lead to the wrong results. For example, a rule that copies a length property into
a power property.

Rule Manager User's Guide 23

Rule Properties

24 Rule Manager User's Guide

SECTION 4

Menu Commands

Open Plant Structure Command (File Menu)

Displays the Open Plant Structure dialog box (on page 29), where you can navigate to a desired
plant in which you want to create or modify a rule base.

New Folder Command (File Menu)

Inserts a new folder below the active folder or as a sibling of the currently selected rule (that is,
in the same folder where the selected rule appears). If you select an open folder, the software
creates the new folder inside the selected folder.
The software assigns a default name of New Folder n to the new folder. The letter n represents
the next unused, sequential number. For example, if the last folder that you added was 15, after
you click the New Folder command, the software creates a new folder with the name New
Folder 16.

New Rule Command (File Menu)

Opens the Rule Properties dialog box, where you can create a new rule. In the dialog box, you
can either create a rule name or proceed with defining rule properties. If you only create a rule
name and close the dialog box, in the tree view of the main Rule Manager window, the software
inserts the rule name below the active folder. If you select another rule and use the New Rule
command, the software creates the new rule in the same folder to which the selected rule
belongs.
In the Rule Properties dialog box, the software assigns a default name of New Rule 1 to the
new rule. If this name already exists, you must rename the rule manually to ensure rule name
uniqueness.

Save Command (File Menu)

Writes any changes that you made in Rule Manager and saves the rules that you created or
modified to the .rul file.

Rule Manager User's Guide 25

Menu Commands

Generate Report Command (File Menu)

Compiles a summary report of all the existing rules, regardless of the rule or folder that you
select. The report appears in your Web browser. If you need a printed copy, click Print in your
Web browser.

Exit Command (File Menu)

Quits Rule Manager. If you have not saved all your changes to the open rule base, a message
provides the option to cancel the Exit command.

Cut Command (Edit Menu)

Removes the selected rule from the tree view and copies the information to the Clipboard.

Copy Command (Edit Menu)

Copies to the Clipboard the name a rule or part of a rule name that you select in the tree view of
the selected in the SmartPlant Electrical Rule Manager window.

Paste Command (Edit Menu)

Inserts the contents of the Clipboard into the rule list under the active folder. If a rule is currently
selected, the software inserts the contents of the Clipboard as a sibling of the selected rule (that
is, in the same folder where the selected rule appears).

Delete Command (Edit Menu)

Removes the active rule or folder. If you delete a folder, the software also removes all child
folders and rules.

Rename Command (Edit Menu)

Renames the name of a rule or a folder that you select in the SmartPlant Electrical Rule
Manager window.

26 Rule Manager User's Guide

 Menu Commands

Properties Command (Edit Menu)

Displays the Rule Properties dialog box (on page 29). This command allows you to define all or
some of the properties for the selected rule. The different tabs that make up the dialog box
provide for general information, rule consistency criteria, and rule components uses as a basis
for the rule creation.
The Rule Properties dialog box appears automatically when you add a new rule.

Rule Manager User's Guide 27

Menu Commands

28 Rule Manager User's Guide

SECTION 5

Windows and Dialog Boxes

Open Plant Structure Dialog Box

Displays the structure of the plant to which you are connected. Enables you to set options for
connecting to a site with a different plant structure.
Available plant structures — Lists the available plant structures. You can select only one
plant structure at a time.
Application type — Displays the application associated with this database.
Open — Connects you to the selected database and checks whether you have the correct
access privileges for the selected plant.
Site Server — Opens the Open Site Server dialog box, where you can select an initialization
file from local and network directories. Plants that correspond to the initialization file you
choose are subsequently displayed in the list of available plants in the database.

Rule Properties Dialog Box

Enables you to create a new rule or to modify an existing rule. When modifying a rule, you can
change the rule type, or change one or more properties. Also, you can disable a rule, or
change the rule priority.
Rule properties include the following settings:
 Rule name and description
 Rule components (that is, item types or filters created for certain item types in Filter
Manager)
 Logical expressions which determine rule consistency criteria
 Action associated with a logical expression (an action applies whenever the user operation
in SmartPlant Electrical does not comply with the logical expression)
General Tab (see "General Tab (Rule Properties Dialog Box)" on page 30)
Rule Components Tab (see "Rule Components Tab (Rule Properties Dialog Box)" on page 30)
Consistency Tab (see "Consistency Tab (Rule Properties Dialog Box)" on page 31)

Rule Manager User's Guide 29

Windows and Dialog Boxes

General Tab (Rule Properties Dialog Box)

Enables you to specify or modify the rule name, description, or priority. Also, you can disable
the rule if you need.
Rule name — Defines the name of the rule. When you create a new rule, the software creates
a default name New Rule n where n is the next available number since the last new rule that
you created. If you change the name of a rule, and click OK, the new name appears in the rule
list.
Rule description — Identifies the purpose or function of your rule. In addition, you can create
an Internet link by entering a URL address, which provides another way to include detailed
information about a rule. Enter a desired URL address using format http://www.<site name>.
Disable rule — Disables all logical expressions that you defined for the rule components in the
Consistency tab. After you disable the rule, in SmartPlant Electrical, the software does not
apply any actions that you specified for the logical expressions. In the, tree view of the
SmartPlant Electrical Rule Manager window, disabled rules are marked with the icon .
Priority — Determines which rule applies first when rules conflict with each other. You can
define a value from 1 to 100, where 1 represents the lowest priority and 100 represents the
highest. When a user of SmartPlant Electrical performs an operation that involves items to
which several rules apply, the software first applies the rules with the highest priority.
In a case of rule inconsistency, if a specific logical expression in the rule is associated with the
Reject action, the software rejects the operation automatically and does not apply any other
rules that have lower priorities. Likewise, if a logical expression is associated with the Warn
action, and the user rejects the operation, the software does not apply any other rules that have
lower priorities.
You set a priority for an entire rule, not for a particular logical expression.

Rule Components Tab (Rule Properties Dialog Box)

Enables you to specify the rule type — relation rule or single component rule — and define the
rule components. Rule components can be either filters created in Filter Manager or item types
available in SmartPlant Electrical (except for reference data item types). A filter allows you to
specify an extensive class of item types to which the rule applies. When creating a relation rule,
you specify a pair of rule components. When creating a single component rule, you specify only
one rule component. Also, you can change the rule type of a rule for which you already defined
consistency criteria.
You must define rule components to be able to open the Consistency tab.

Component 1
Enables you to specify the first rule component and set or change the rule type.
Filter or item type — Displays the first rule component. Click Browse to select a component.
Browse — Opens the Select Rule Component dialog box (on page 33), where you can select
the first rule component for a relation rule, or a single component if you create a single
component rule. A rule component can be an item type or a specific filter that applies to an item
type.

30 Rule Manager User's Guide

 Windows and Dialog Boxes

Single component — Enables you to set or change the rule type. When selecting this check
box, you create a single component rule for the component specified in the Filter or item Type
box under Component 1. A single component rules enables you to evaluate and validate
consistency of the properties or property values of a specific item tag.
If you already created a relation rule and used the second rule component in logical
expressions on the Consistency tab, when you clear the check box, the software prompts you
to delete all logical expressions in which the second component is used.
Apply to reference data only — Allows you to create rules that only involve reference
data. Rules that apply to reference data are single component rules. In SmartPlant Electrical,
these rules validate consistency of the properties or property values of a specific item tag in the
Reference Data Explorer. When you select this check box, the software automatically selects
the Single component check box. Also, when you click Browse, in the dialog box that opens,
all of the displayed item types belong to reference data.
If you clear the check box, you can create rules that only involve project data.

Component 2
Available only when the rule type is a relation rule. Enables you to specify a second rule
component, which you can then use as an operand when defining logical relations in the
Consistency tab.
Filter or item type — Displays the second rule component. Click Browse to select a desired
component.
Browse — Opens the Select Rule Component dialog box (on page 33), where you can select
the second rule component for a relation rule. A rule component can be an item type or a
specific filter that applies to an item type.
The order of the rule components is not important. Relation rules are be bi-
directional. If your rule components are different, and in the Consistency tab you create a
logical expression using both components as operands, the rule applies to any of the
components involved in user operations in SmartPlant Electrical.

Consistency Tab (Rule Properties Dialog Box)

Defines consistency check criteria and enables you to create one or more logical expressions
for the rule. Also, you can specify an action for each logical expression. An action is an
inconsistency indicator that determines the software response when a user violates the rule in
SmartPlant Electrical.
Whenever the software detects a rule violation, it performs the action assigned to the specific
logical expression. Depending on an action, the software can record the inconsistency to a log
file, reject the user operation automatically, or prompt the user to accept or reject the operation.
Each row is the tab is a specific logical expression that consists of various parameters for
creating a relationship between a pair of rule components or between one rule component and
its property or a specific value. A user operation that does not satisfy all of the consistency
criteria is considered a rule violation.
To open the Consistency tab, you must first define rule components.

Rule Manager User's Guide 31

Windows and Dialog Boxes

Consistency criteria
Enables you to define consistency criteria by creating one or more logical expressions and
associating an action with specific expressions. A logical expression is a relationship created
between two operands by means of a logical operator. An operand can be a rule component
that you specified on the in the Rule Components tab, or you can use the Value operand to
create a logical expression using a value of a specific property selected for a rule component.
A logical expression consists of the left and right parts separated by an operator:
 Left part — Must always contain Operand 1 and its property, where Operand 1 represents a
rule component.
 Right part — Can contain either a rule component as an Operand 2 and its property or the
Value operand and a value specified for the property of Operand 1.
Operand 1 — Enables you to select a rule component specified in the Rule Components
tab. If the rule type is single component, the cell displays the rule component specified on the
Rule Components tab under Component 1.
Copy — Enables you to copy, in the event of an inconsistency, a property value from one
operand to the other. For example, rated power might be set at 240V in the properties of one
operand and be null in the other. Using the correct copy function automatically copies the rated
power to the operand that was null, thus removing the inconsistency. This function only
operates if the Operator is set to = (equals). Note if the original values were not consistent
before the rule was applied then the copy function will not be implemented. For more
information on the Copy function operators, see Consistency Rules ” Copy Function Operator
Descriptions (see "Consistency Rules — Copy Function Operator Descriptions" on page 22).
Property — Lists appropriate properties for the rule component that you select from the
Operand 1 list. You can either select a property from the list, or start typing a desired
property. The software displays the property as you type.
Operator — Enables you to select an operator for the logical relation. For details about
operator descriptions, see Operator Descriptions and Rule Examples (on page 21).
Operand 2 — Enables you to select a rule component specified in the Rule Components tab,
or select the Value operand of a property selected in the Property column. If you select a rule
component, you create a relationship between properties of rule components. If you select the
Value operand, you create a relationship between a rule component property and the property
value.
Property/Value — Depending on the selection in the Operand 2 column, lists properties or
values. If in the Operand 2 column you selected a rule component, you can select a property of
a specific item type or filter. If in the Operand 2 column you selected the Value operand, you
can select or type a value for the property defined in the Property column. Depending on the
operator, a value can be free text, a number of units of measure separated by commas or semi
colons, or a value selected from the list.
When you type a unit of measure, the software converts the value automatically to the
default units of measure defined in SmartPlant Electrical.

32 Rule Manager User's Guide

 Windows and Dialog Boxes

Action — Displays a list from which you can select an action for the software to perform in case
of inconsistency. In SmartPlant Electrical, the software applies an action only when the
software detects a rule inconsistency (that is, whenever a user violates the logical expression
with which you associate the action). For all actions, the software records rule inconsistency
details into a log file which you can generate in SmartPlant Electrical.
The actions are:
 Log — Records the rule inconsistency to the log file without notifying the user.
 Warn — Prompts the user to reject or accept the operation when a rule inconsistency is
found. This action gives the user flexibility in making an appropriate decision. When a user
performs a batch operation, the software behavior depends on the Consistency Rule for
Batch Operation setting defined in the General Settings window of Options Manager. If
the setting is Continue current operation, in case of a rule inconsistency, the software
accepts the inconsistency and completes the batch operation without displaying any
messages. If the setting is Cancel current operation, in case of a rule inconsistency, the
software cancels the inconsistent operation and then continues the batch operation
automatically without displaying any messages.
 Reject — Rejects user operation automatically and notifies the user about the rule
inconsistency. This action prevents the user from accepting the operation when the
software detects an inconsistency, forcing the user to take the necessary actions to fix the
inconsistency before being able to continue.
Delete — Deletes a selected logical expression together with the associated action.
You can select a row by clicking the row tab at the far left side. An arrow symbol beside
a row indicates the currently selected row.

Select Rule Component Dialog Box

Allows you to select a specific item type or a filter as a rule component. You can select one rule
component at a time.
Filter — Enables you to select an existing filter as a rule component or access Filter Manager,
where you can create or modify a desired filter. When sharing the rules file between more than
one plant, ensure that the filters used in the rules are defined in all these plants with exactly the
same name.
Item type — Enables you to select an existing item type from the list of item types available in
the current plant.
Selection list — Displays a list of item types or filters that you can select as rule components.
Different options are available, depending on the rule component type that you selected.
New — Opens the New Filter dialog box. You can create a new filter to define an item
type. This button is available only when the rule component is a filter.
Properties — Opens the Filter Properties dialog box. You can view and edit properties for a
selected filter. This button is available only when the rule component is a filter.

Rule Manager User's Guide 33

Windows and Dialog Boxes

Shortcut menu — Enables you to access Filter Manager. This menu is available only when
the rule component is a filter.

 You can access Filter Manager to create new filters or modify properties of the existing
filters only if you have appropriate access rights.
 You cannot create new item types or modify properties of the existing item types.
 You cannot set rules for item types with reference data (these item types are not available in
the Selection list).

SmartPlant Electrical Rule Manager Window

Allows you to create a folder structure for managing relation rules and single component rules.
The window contains the following elements:

Tree view
Allows you to create, delete, or modify rules or folders using the toolbar icons, the Edit or File
menu commands, or commands available on the shortcut menu. You can create any number of
folders or rules in the tree view.
Plant Rules - Enables you to add folders or rules you want to define. The folder contains the
default folders Relation Rules and Single Component Rules.
Relation Rules - Enables you to add folders or rules you want to define as relation rules. Also,
you can rename the folder as you require and add single component rules as well.
Single Component Rules - Enables you to add folders or rules you want to define as single
component rules. Also, you can rename the folder as you require and add relation rules as well.

 You cannot delete the default folders.

 Name of rules and folders must include at least one alphabetical character.

34 Rule Manager User's Guide

SECTION 6

Using Rule Manager Online Help

Online Help and Version Information

The Rule Manager user assistance makes command information available as you perform
tasks. You can access different kinds of information any time you are running the
software. This information can include reference topics, narrative descriptions, or general
overviews. Also, you can find information about the software version numbers and legal
information by using commands available on the Help menu.

Display Rule Manager Help

 Do one of the following:
 Click Help > SmartPlant Electrical Rule Manager Help.

 On the toolbar, click .

You can also open online help by clicking the Help button on any dialog box or by pressing
F1.

Display Rule Manager Version Information

 Click Help > About SmartPlant Electrical Rule Manager.
The About SmartPlant Electrical Rule Manager dialog box is the place to access
information about version numbers, copyrights, licensing, technical support, and other topics.

Rule Manager User's Guide 35

Using Rule Manager Online Help

Help Menu Commands

SmartPlant Electrical Rule Manager Help Command (Help
Menu)

Displays the online Help for Rule Manager, which includes topics about commands, dialog
boxes, tasks, and workflow scenarios.

Printable Guides Command (Help Menu)

Opens the Printable Guides Help page for accessing the printable guides as .pdf files.

About SmartPlant Electrical Rule Manager Command (Help

Menu)
Displays information about your copy of the software, including the version number and the
copyright, legal, and licensing notices.

36 Rule Manager User's Guide

Index

A D
accessing Help • 35 definitions • 7
actions • 30, 31 relation rules • 7
description • 31 rules • 7
Log • 31 single component rules • 7
Options Manager settings • 31 deleting • 11, 13
Reject • 31 folders • 11
rule priorities • 30 rules • 13
Warn • 31 dialog boxes • 29, 30, 31, 33
anti-piracy statement Consistency tab • 31
Options Manager settings • 31 General tab • 30
Warn action • 31 Rule Components tab • 30
Rule Properties • 29
C Select Rule Component • 33
displaying Help • 35
Clipboard • 12
copying rules • 12
cutting rules • 12 E
pasting rules • 12 examples • 21
commands • 25, 26, 27, 36 logical expressions • 21
About • 36 operators • 21
Copy • 27 rules • 21
Cut • 26 exiting • 9
Delete • 27
Exit • 26 F
Generate Report • 26
Help • 36 folders • 11, 34
New Folder • 25 creating • 11
New Rule • 26 default • 34
Open Plant Structure • 25 deleting • 11
Paste • 27 renaming • 11
Printable Guides • 36
Properties • 27 G
Rename • 27 generating reports • 13
Save • 26
common tasks • 10, 15
rule properties • 15
H
tree view • 10 Help • 35
connecting to plants • 29
copying rules • 12 I
copyrights • 35 IN operator • 21
creating • 11, 16, 17 inconsistencies • 7
folders • 11 actions • 7
relation rules • 16 in batch operations • 7
single component rules • 17 messages • 7
cutting rules • 12 inserting rules • 12
Is Not Null operator • 21

Rule Manager User's Guide 37

Index

L structure • 9
printing reports • 13
legal information • 35
priorities • 30
logical expressions • 21, 22, 31
description • 30
associated actions • 31
Reject action • 30
description • 31
Warn action • 30
examples • 21
operands • 22, 31
operators • 21 R
properties • 31 reference data • 17, 30
values • 31 creating rules • 17
single component rules • 30
M relation rules • 7, 16, 19, 31
changing rule type • 19
menus and commands • 25, 26, 27, 36
consistency criteria • 31
About • 36
creating • 16
Copy • 27
definition • 7
Cut • 26
logical expressions • 31
Delete • 27
new • 16
Exit • 26
renaming • 11
Generate Report • 26
folders • 11
Help • 36
rules • 11
New Folder • 25
reports • 13
New Rule • 26
generating • 13
Open Plant Structure • 25
printing • 13
Paste • 27
rule base • 9
Printable Guides • 36
connecting to plant • 9
Properties • 27
saving • 9
Rename • 27
rule components • 21, 30, 33
Save • 26
description • 30
examples • 21
O Filter Manager • 33
online Help overview • 35 filter selection • 33
opening plant structures • 29 filters • 30
operators • 21 item type selection • 33
comment for IN • 21 item types • 30
comment for Is Not Null • 21 order of components • 30
descriptions • 21 Rule Manager • 7, 9, 34
overviews • 7, 9, 35 exiting • 9
online Help • 35 main window • 34
Rule Manager • 7 overview • 7
using menu commands • 9 rule properties • 9, 15, 20, 22, 29, 30, 31
using the tree view • 9 actions • 31
common tasks • 15
consistency criteria • 31
P copy function operator descriptions • 22
pasting rules • 12 description • 29, 30
plant • 9 displaying • 20
plant structures • 29 logical expressions • 31
connecting • 9 modifying • 20
opening • 29 name • 30
rule base • 9 priority • 30
site servers • 29 rule components • 30

38 Rule Manager User's Guide

 Index

saving • 9 elements • 34
rule types • 19, 30 inserting rules • 12
bi-directional rules • 30 renaming folders • 11
changing • 19 renaming rules • 11
relation rules • 30
rules for reference data • 30 V
single component rules • 30
rules • 7, 11, 13, 16, 17, 20, 21, 22, 29, 30, version number • 35, 36
31, 33
applying to reference data • 17
consistency criteria • 22, 31
creating relation rules • 16
creating single component rules • 17
definition • 7
deleting • 13
disabling • 20
displaying properties • 20
examples • 21
modifying properties • 20
new relation rule • 16
new single component rule • 17
priorities • 30
properties • 29
renaming • 11
selecting rule components • 33
summary reports • 13

S
saving • 9
rule base • 9
rule properties • 9
servers • 29
single component rules • 7, 17, 19, 31
applying to reference data • 17
changing rule type • 19
consistency criteria • 31
creating • 17
definition • 7
logical expressions • 31
new • 17
site server • 9
connecting • 9
plant structure • 9
sites • 29
support • 35, 36

T
tree view • 10, 11, 12, 34
common tasks • 10
copying rules • 12
cutting rules • 12

Rule Manager User's Guide 39