TM 3532 AVEVA Plant and AVEVA Marine 12 1 Diagrams PID Designer Rev 1 0 PDF

AVEVA Plant and
AVEVA Marine
TRAINING GUIDE
(12.1)
Diagrams
P&ID Designer
TM-3532
www.aveva.com
AVEVA Plant and AVEVA Marine (12.1)
Diagrams P&ID Designer TM-3532
Copyright 1974 to current year. 2

AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Revision Log
Date Revision Description of Revision Author Reviewed Approved
27/09/2013 1.0 Issued for Training 12.1.SP4.1 SR KA WR/KB
Updates
All headings containing updated or new material will be highlighted.
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Contents
1 Introduction .............................................................................................................................................. 9
1.1 Aim..................................................................................................................................................... 9
1.2 Objectives ......................................................................................................................................... 9
1.3 Prerequisites .................................................................................................................................... 9
1.4 Course Structure .............................................................................................................................. 9
1.5 Using This Guide.............................................................................................................................. 9
2 AVEVA Diagrams ................................................................................................................................... 11
2.1 Overview ......................................................................................................................................... 11
2.2 Main Diagram Operating Principles ............................................................................................. 12
2.3 Accessing the AVEVA Diagrams Application ............................................................................. 12
2.3.1 Application Mode and Settings ................................................................................................. 13
2.4 Ribbon Bar ...................................................................................................................................... 14
2.5 How to Create a Group .................................................................................................................. 15
2.6 Session Defaults ............................................................................................................................ 16
2.6.1 Default Groups ......................................................................................................................... 16
2.6.2 Default System ......................................................................................................................... 17
2.6.3 Default Attributes ...................................................................................................................... 17
2.7 Schematic Explorer........................................................................................................................ 18
2.8 System Explorer ............................................................................................................................. 19
2.9 PBS Explorer .................................................................................................................................. 20
2.10 Message Log .................................................................................................................................. 20
2.11 Creating a New Diagram ................................................................................................................ 21
2.12 How to Save / Copy a Diagram ..................................................................................................... 22
2.13 Open an Existing Diagram ............................................................................................................ 24
2.14 Open an Existing Stencil ............................................................................................................... 24
3 Working with the AVEVA Diagrams Application ................................................................................ 27
3.1 The Diagram Drafting Canvas ....................................................................................................... 27
3.2 Shape Data Window ....................................................................................................................... 28
3.3 Create Pipeline (Database Element)............................................................................................. 28
3.4 Create Pipeline (Placing on the Diagram) ................................................................................... 30
3.5 Adding an Inline Pipe Component (Valve) .................................................................................. 32
3.6 Adding an Inline Pipe Component (Tee) ...................................................................................... 33
3.6.1 Manual Tee Insertion ............................................................................................................... 33
3.6.2 Automatic Tee Insertion ........................................................................................................... 34
3.7 Copying a Pipeline ......................................................................................................................... 35
3.8 Adding an Inline Pipe Component (Reducer) ............................................................................. 36
3.9 Adding Equipment (Vessel) .......................................................................................................... 37
3.10 Adding a Nozzle to the Equipment ............................................................................................... 38
3.11 Setting Position for the Equipment .............................................................................................. 39
3.12 Ship Reference Position (Marine only) ........................................................................................ 40
3.13 Copying Equipment ....................................................................................................................... 41
3.14 Area Shapes ................................................................................................................................... 43
3.15 Catalogue Search ........................................................................................................................... 45
3.15.1 Catalogue Search Explorer ...................................................................................................... 46
3.15.2 Define Filter .............................................................................................................................. 47
3.15.3 Catalogue Search Customize .................................................................................................. 48
3.16 Selection Tables ............................................................................................................................. 48
3.17 Assigning a Catalogue Reference to an Equipment .................................................................. 49
3.18 Naming Elements ........................................................................................................................... 50
3.18.1 Autoname CE ........................................................................................................................... 50
3.18.2 Autoname CE and Offspring .................................................................................................... 50
3.18.3 Autoname Offspring Only ......................................................................................................... 50
3.18.4 Auto Rename CE ..................................................................................................................... 50
3.18.5 Auto Rename CE and Offspring............................................................................................... 50
3.18.6 Auto Rename Offspring Only ................................................................................................... 50
3.18.7 Rename Elements .................................................................................................................... 51
3.19 Pipe Destination Elements ............................................................................................................ 52

4 Diagrams Options .................................................................................................................................. 53

4.1 General Options ............................................................................................................................. 54
4.1.1 System Configuration ............................................................................................................... 54
4.1.2 Settings Stored in Drawing ....................................................................................................... 54
4.1.3 Annotation settings ................................................................................................................... 55
4.1.4 Pipe Dimensioning ................................................................................................................... 55
4.1.5 Instrumentation Dimensioning .................................................................................................. 56
4.1.6 Catalogue Search Settings ...................................................................................................... 56
4.1.7 Auto Formatting Rules Options ................................................................................................ 56
4.1.8 Consistency Rules Options ...................................................................................................... 57
4.2 Element Options............................................................................................................................. 57
4.2.1 Attribute Presentation ............................................................................................................... 58
4.2.2 Referenced Attributes .............................................................................................................. 59
5 Additional Diagrams Functions ............................................................................................................ 61
5.1 Off-Page Connectors ..................................................................................................................... 61
5.2 P&ID Grid ........................................................................................................................................ 63
5.3 Define / Undefine ............................................................................................................................ 64
5.4 Instrumentation .............................................................................................................................. 65
5.4.1 Offline Instruments ................................................................................................................... 65
5.4.2 Control Valves and Actuators ................................................................................................... 66
5.4.3 Instrument Relationship Shapes .............................................................................................. 67
5.4.4 Instruments Lines and Loops ................................................................................................... 67
5.5 Replace Symbol ............................................................................................................................. 69
5.5.1 Manually Replacing the Symbol ............................................................................................... 69
5.5.2 Replace Symbol from Catalogue ............................................................................................. 69
5.6 Splitting Pipelines .......................................................................................................................... 70
5.7 Joining Pipelines............................................................................................................................ 71
5.8 Deleting Elements .......................................................................................................................... 71
5.9 Reference List ................................................................................................................................ 72
5.10 Hierarchy ......................................................................................................................................... 72
5.10.1 Reverse Order .......................................................................................................................... 72
5.10.2 Reorder .................................................................................................................................... 72
5.11 Explorer Settings ........................................................................................................................... 73
5.12 Changing a Pipe Specification ..................................................................................................... 75
5.13 Annotation and PML1 Expressions.............................................................................................. 76
5.13.1 Attribute Presentation Notation ................................................................................................ 76
5.13.2 PML1 Expressions ................................................................................................................... 76
5.14 Refit ................................................................................................................................................. 77
5.15 Resize .............................................................................................................................................. 78
5.16 SpecSearch ..................................................................................................................................... 79
5.17 Reverse Direction........................................................................................................................... 79
5.18 Reverse Direction of a Branch ...................................................................................................... 80
5.19 Insert Cad Drawing ........................................................................................................................ 81
5.20 Import Background (Marine only) ................................................................................................ 81
5.21 Export as DWG or DGN ................................................................................................................. 83
5.22 Excel Import and Export ................................................................................................................ 84
5.23 Find in Drawing .............................................................................................................................. 85
6 Diagrams Rules, Diagram Pre-Release Checks and Release Status ............................................... 87
6.1 Diagrams Rules .............................................................................................................................. 87
6.1.1 Consistency Check................................................................................................................... 87
6.1.2 Auto Formatting Rules ............................................................................................................. 88
6.2 Highlight Changes ......................................................................................................................... 89
6.3 Item List .......................................................................................................................................... 92
6.4 Status Control ................................................................................................................................ 93
6.4.1 Activating the Status Controller ................................................................................................ 94
6.4.2 Status Control Toolbar ............................................................................................................. 95
6.4.3 Changing the Elements Status ................................................................................................ 95
6.4.4 Removing Status ...................................................................................................................... 96
6.4.5 Status History ........................................................................................................................... 96
6.4.6 Statistical Reports .................................................................................................................... 96
6.4.7 Graphical Representation Examples........................................................................................ 98

6.4.8 Additional Graphical Report Features ...................................................................................... 99

6.4.9 Saving a Status Layout ............................................................................................................ 99
6.5 Releasing Information to 3D (Overview) .................................................................................... 100
6.5.1 Setting the Release Status ..................................................................................................... 101
6.5.2 Visualize Release and Link Status ......................................................................................... 102
6.6 Compare/Update .......................................................................................................................... 103
6.6.1 Compare/Update with AVEVA Instrumentation or AVEVA Electrical .................................... 103
6.6.2 Instrument Tag and Loop Matching ....................................................................................... 103
6.6.3 Display of Comparison Results .............................................................................................. 105
6.6.4 Settings .................................................................................................................................. 107
6.6.5 Compare/Update with Design Database & AVEVA Engineering ........................................... 107
6.6.6 Viewing Datasheets ............................................................................................................... 110
6.7 Batch Job ...................................................................................................................................... 111
6.7.1 Batch Publish to AVEVA NET ................................................................................................ 112
6.7.2 Batch Export to DWG / DGN .................................................................................................. 113
6.7.3 Batch Consistency Check ...................................................................................................... 114
6.7.4 Batch Print .............................................................................................................................. 114
7 Schematic Model Viewer ..................................................................................................................... 115
7.1 Overview ....................................................................................................................................... 115
7.2 Starting the Model Viewer ........................................................................................................... 115
7.3 Navigating Around the Pipework Network ................................................................................ 116
7.4 Showing Attributes ...................................................................................................................... 117
7.5 Settings ......................................................................................................................................... 118
8 Generating Reports ............................................................................................................................. 121
8.1 Report Designer ........................................................................................................................... 121
8.2 Visio Reports ................................................................................................................................ 122
8.3 Running a Report from a Saved Template ................................................................................ 123
8.4 Quick Reports............................................................................................................................... 124
9 Appendix A ........................................................................................................................................... 127
9.1 Generic Types (Piping Components) ......................................................................................... 127
10 Appendix B - Exercises ................................................................................................................... 129
10.1 AVEVA Plant Training Project (Plant Training Project) ............................................................ 129
10.2 AVEVA Marine Training Project (Marine Training Project) ...................................................... 133


CHAPTER 1
1 Introduction
The AVEVA Diagrams application supports the creation of Piping and Instrumentation Diagrams (P&ID),
HVAC and Cabling drawings for the various disciplines involved. The application is based on the AVEVA
Plant Design or AVEVA Marine Outfitting Platform GUI and diagram layouts are created using an embedded
Microsoft Office Visio drawing control. All relevant data entered through the application is stored into the
Schematic Database. The training course will be taken by process engineers or draftsmen, and will provide
the necessary skills to use the AVEVA Diagrams application. The functions available in the application
include standard MS Visio functions, some standard AVEVA Plant Design or AVEVA Marine Outfitting
functions, and specific AVEVA Diagrams functions.
1.1 Aim
Over the duration of this training, the participants will learn to use the AVEVA Diagrams application, be
familiar with the creation and modification processes thoroughly, and prepare their design to release.
1.2 Objectives
To have a clear understanding of the AVEVA Diagrams application

To be able to use symbols and stencils
To be able to use the utilities and functions within the AVEVA Diagrams applicaiton
To be able to use OPCs, split pipelines, join pipelines etc.
To be able to add catalogue component and selection table information to items.
To be able to run pre release checks and produce item lists
To be able to create and understand the functions of the schematic model viewer
To be able to generate Schematic reports
1.3 Prerequisites
It is necessary to have a good understanding of the rules and conventions in the AVEVA Plant Design or
AVEVA Marine Outfitting systems, the participants should have some experience of Microsoft Visio 2007 or
2010.
1.4 Course Structure
The training will consist of oral and visual presentations, demonstrations and set exercises. Each
workstation will have a training project, populated with model objects. This will be used by the trainees to
practice their methods, and complete the set exercises.
1.5 Using This Guide
Certain text styles are used to indicate special situations throughout this document, here is a summary;
Menu pull downs and button click actions are indicated by bold turquoise text.
Information the user has to key-in will be in red bold and italic text.
Annotation for trainees benefit:
Additional information
Refer to other documentation
System prompts should be bold and italic in inverted commas i.e. 'Choose function'
Example files or inputs will be in the courier new font, colours and styles used as before.


CHAPTER 2
2 AVEVA Diagrams
2.1 Overview
AVEVA Diagrams is an application that supports the creation of Piping & Instrumentation, Cabling and
HVAC diagrams. The application is based on the AVEVA Plant Design or AVEVA Marine Outfitting Platform
General User Interface (GUI) and Diagram layouts are created using an embedded Microsoft Office Visio
drawing control. All relevant data entered through the application is stored into a Schematic Database inside
Dabacon. The functions available through the application menus include standard MS Visio functions,
standard AVEVA Plant and AVEVA Marine functions, and specific AVEVA Diagrams functions.
The object data created through the AVEVA Diagrams application will be stored in a Schematic database. It
will be possible to re-use this data for 3D modelling through the use of the AVEVA Schematic 3D Integrator.
Dabacon DB
Diagram Model
Object Data
AVEVA
Schematic Schematic 3D
AVEVA Database Integrator
Diagrams Application
Application
3D Model AVEVA
(Design) Plant
Database or AVEVA
Marine
The diagram documents created through the AVEVA Diagrams application can be stored in the file system,
or alternatively an external document management system. There will also be index elements in the
database for each diagram, stencil and template. Diagrams, templates and stencils are listed and opened
through the DB index elements.
Index elements: Design DB

- Diagrams
- Templates
- Stencils Diagram Template Stencil
element element element
AVEVA
Diagrams
Application
- Diagrams
- Templates MS Visio MS Visio MS Visio
- Stencils Diagram Template Stencil
File File File
File System
Folder
In addition to the MS Visio Diagram files, the application also creates SVG format files for the purpose of
viewing through AVEVA Schematic 3D Integrator.

2.2 Main Diagram Operating Principles
When shapes are dragged from a stencil and dropped on to the diagram, a corresponding element will, if
possible, be automatically created in the database. This process is known as Define. In some cases the
Define operation will not take place until shapes are connected. It is also possible to manually Define and
Undefine items.
The application supports the Dabacon session concept with SaveWork / GetWork functions. In the
SaveWork function, the diagram document is also saved together with all pending DB changes for the
session. To ensure consistency between diagram documents and the database items, certain procedures
have been introduced, for instance when the user chooses Save As on a diagram, it is requirement that the
SaveWork function has first been executed.
The schematic data is organized in two parallel hierarchies. The main hierarchy is the Group Hierarchy,
which works more or less like a folder structure where schematic items can be organized according to
customer preferences. There is also a System Hierarchy, which represents the design systems within the
project. AVEVA Diagrams contains functions for the user to control in which Schematic Group new items will
be placed. Items will also be organized into the system structure according to the system reference attribute.
The database also maintains references between schematic items and the diagram drawings that they are
represented on. This for example allows the user to find and open all diagrams where a certain pipeline is
depicted.
2.3 Accessing the AVEVA Diagrams Application
To start AVEVA Diagrams, select All Programs > AVEVA Plant > Engineer > Diagrams 12.1.SP4 >
Diagrams or All Programs > AVEVA Marine> Engineer > Diagrams 12.1.SP4 > Diagrams
The AVEVA Plant or AVEVA Marine Diagrams Login dialog appears with Project, Username, Password, and
MDB fields which need to be completed. The Project, Username and MDB can be chosen by using the
option arrows adjacent to each entry, whilst the Password must be entered using the keyboard.
For Plant, select Project Training, Username A.PIPER, key-in Password A, select MDB A-PIPING, and
then click Login. For Marine, select Project Training, Username SCHEM, key-in Password SCHEM, select
MDB SCHEMATICS, and then click Login

A default screen layout will be displayed comprising the general menu bar for the application and a
Schematic Explorer window showing all the objects from the current schematic project database.
Where the functionality is common to AVEVA Plant and AVEVA Marine, a Plant project screenshot will
be shown. Same functionality will be available in AVEVA Marine
2.3.1 Application Mode and Settings
AVEVA Diagrams can operate in three different application modes which are P&ID
mode, HVAC mode, and Cable mode.
The Mode can be set by selecting P&ID mode / Cable mode / HVAC mode in Project
tab.
The selected mode will affect some of the commands available in the menus. For
instance, the Pipe > Create Pipeline command will only be available in Home tab
when using the P&ID mode.
Select the P&ID mode for the purposes of this training.

2.4 Ribbon Bar
AVEVA Diagrams uses tabs and sections within tabs which is referred here as the Ribbon Bar. The main
tabs for the Ribbon bar are as shown below.
Depending on the shape and the application mode, when the user selects certain elements on a diagram
canvas context sensitive tabs will be activated in addition to the Shape tab. A variety of context sensitive
tabs are shown below.

In addition, there will be functional tabs enabled when different utilities are enabled in AVEVA Diagrams, i.e.
Compare/ Update and Change Highlighting as shown below.
2.5 How to Create a Group
In the Schematic Explorer select Schematic WORL* and then right click, and select New > SCGROUP:
Schematic group from the right click context menu. The group is created unnamed beneath the Schematic
WORL*. Right click on the group and select Rename, the Name form appears; key in the name of the group
and click the Apply and then Dismiss button. The SCGROU is renamed and is visible in the Schematic
Explorer.
Schematic groups (SCGROU) can have groups within groups, if so desired. However the different
element types are automatically put into their individual groups by the application i.e. Diagrams,
Equipment, Pipelines, HVAClines, Stencils, Templates, and Cables
The Group name cannot contain spaces

2.6 Session Defaults
Session Defaults form is a collection of preferences that can be set

for an AVEVA Diagrams session which includes systems, groups
and attribute values.
The Session Defaults settings are accessed from the bottom right
of the AVEVA Diagrams application. Placing the cursor over this
button will display a summary of the current settings.
To access and change these settings click on the Session defaults and the Session Defaults form will be
displayed with three tabs; Default groups, Default systems and Default attributes.
If multiple diagrams are open the Session defaults will be applied to all open diagrams
2.6.1 Default Groups
The default groups must be set up prior to creation so that the individual elements know which group they
belong to i.e. if a diagram containing pipelines and equipment etc., then a group for equipment, pipeline, and
instruments would be required to set, if desired to segregate them into individual groups based on element
type.
Click the Browse button next to any cell and the Select
database element form appears. Navigate to the group that the
elements to belong to and then click the OK button. Repeat this
for all the element types i.e. Pipelines, Equipment etc. and
when the form is complete click the OK button.
If a specific group is to be set as Default Group, navigating

to this group using Browse button and clicking the Apply
to All button can be used
If an existing diagram already has Pipelines, Equipment etc.

that belong to Default groups, the Use the Group of CE when
a shape is defined checkbox can be checked. If this option is
used the user should check in the Schematic Explorer that the
correct group (or any element in the group) is selected before
adding any element to the P&ID.
These default groups may have to be reset if the user

copies an existing project

2.6.2 Default System
To set the default system, select the Default System tab. Navigate through the database tree and select the
system required to become the default system and click the OK button. Alternatively the Search tab can be
used to find a system and select it.
The user can use the Unset link to un-set the Default
System
If a Default system is not set before a Pipeline is
created, there is the option to set the system when
creating the pipe
The user can select or add systems for elements using
their right click context menu command Set System
Reference later on during the design
2.6.3 Default Attributes
The Default attributes tab allows default values to be

allocated to attributes as soon as an item is defined in the
drawing.
A number of these default values can be set, and the

checkbox in the Enabled column determines whether the
corresponding attribute would inherit the given value or not.
Each attribute can only be used in this list once

regardless of whether the Enabled checkbox is selected
or not
In the drawing when an item is defined the message log will

report any attribute values that have been set using these
rules.
It is possible to keep the session

variables described above in the
registry. Diagrams Options > General
options > Settings stored in drawing
section can be used for this purpose

2.7 Schematic Explorer
The Schematic Explorer can be used to navigate in the Schematic World in the database. If the Schematic
Explorer is not visible, it can be displayed using the Explorers > Schematic Explorer command from the
View tab.
In this explorer the user can see the primary Schematic Group
hierarchy. Below each schematic group, the items are further sub-
grouped by Folders. Folders do not exist in the database, they are
only a way to display items of the same type, together, and provide a
better navigation and overview.
Above the navigation tree is a Filter checkbox as well as a dropdown

list where predefined filters can be selected. If the Filter checkbox is
checked, the selected filter will be applied to the explorer tree. Currently there are tree filters available, one
for each discipline (Piping, HVAC, and Electrical).
The Schematic Explorer also has a right click context menu that provides common commands against
different element types.
The Schematic Explorer shows the entire contents of the database and not only the current drawing.
Also, operations done through the explorer such as rename etc., will only affect the database. To see
such changes in an un-opened drawing, the user may need to use the Refresh command
The user can add DB elements selecting an appropriate type from New command in the right click
context menu of any element in the Schematic Explorer. Available element types in the New command
list will differ depending on the CE selection and this command will be disabled if it is not possible to
create any sub-elements at a level

2.8 System Explorer
The System Explorer can be used to navigate the System Hierarchy in the schematic database. If the
System Explorer is not visible, it can be displayed by selecting Explorers > System Explorer command
from the View tab.
In the System Explorer the user can see the Systems hierarchy. Below each system, the items are sub-
grouped by Folders. Folders do not exist in the database, they are only a way to display items of the same
type, together, and provide a better navigation tool.
Main schematic items such as Pipelines, Equipment elements and Instruments are members in the system
hierarchy through their SCSYSF attribute, which contains an array of system references. This means that a
schematic element can be a member of more than one system simultaneously, thereby appearing in several
places in the System Explorer tree. The first system in the array is considered as the primary system, and
others are considered secondary. By default, all subordinate elements are considered to be members of the
same system as the parent Pipeline or Equipment element. However it is possible for the user to override
this by setting a different system reference on a subordinate element, i.e. a special valve or a sub-equipment
element.
In this case that particular element would both appear below the parent element (Pipeline, Equipment) in the
system explorer, and also by itself under the system set against that element.
Diagrams are shown under all systems to which the elements on the diagram belong. This includes both
primary and secondary systems.
On the System Explorer form there is a Filter checkbox as well as dropdown list
where predefined filters can be selected. If the Filter checkbox is checked, the
selected filter will be applied to the System Explorer tree. There is currently one
filter available for each discipline (Piping, HVAC, and Electrical).
The System Explorer also features a right click context menu that provides
common commands.
The System Explorer shows the entire contents of the database and not
only the current drawing. Some of the administrative elements such as the
SYSCDA (System Catalogue Data Element) and SYSMDA (System
Dataset Element) are however hidden in order not to clutter the tree view
For more information on system creation please see the AVEVA Plant and
AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

2.9 PBS Explorer
The Project Breakdown Structure (PBS) Explorer can be used to view database elements in a different
hierarchy than the Schematic and System Explorers. The way the database elements are represented will
depend on the way that the PBS Explorer is set up.
For more information on PBS Explorer set-up please see the AVEVA Plant and AVEVA Marine (12.1)
Diagrams Administration (TM-3534) Training Guide
From the View tab select Explorers > PBS Explorer command. The PBS Explorer will be displayed with the
current set-up applied to the relevant database items.
Depending on the configuration of the PBS

explorer, the user can view different items
related to the database elements in question.
It is possible to view the database elements

datasheet attached to their Engineering
datasheets. If an item appears on a diagram, it is
possible to view the item on that diagram using
the PBS structure as well.
2.10 Message Log
The System Message Log can be shown by selecting the Message Log from the View tab, or by clicking on
the Message Log in the Status Bar.

The Message Log shows messages that occur when the application is being used. Messages can have
different severity (Error, Warning or Information) as indicated by the icons. In case a message is related to a
particular shape in the drawing, this is indicated by the shape name in the Shape column and the page
number in the Page column. In this case it is also possible to click on the message to select the related
shape in the drawing. If the shape is not available on the drawing any more (i.e. was deleted or drawing is
closed), the page number disappears after the first click on the line with this shape. When the shape is not
visible in the drawing window, the window will pan / zoom as necessary.
Message The icon displayed indicates the severity of the message (Error, Warning or Information)
followed by a brief description of the message.
Shape Name of the Visio shape that the message is related to
Connection Connection number of the shape which the message is related to. This is only shown if
the message is related with a certain connection point on the shape
DB Element Name of DB element that the shape is related to. This is only shown if the message is
related to a shape that has a corresponding DB element. This will be displayed as a DB
element reference number if no name has yet been given to the element.
Page Page number in the drawing on which the related shape exists. This is only shown if
the message is related to a shape
Time The time that the message was generated
The System Message Log can be cleared of all messages by right clicking
and selecting Clear Message Log
The System Message Log can be exported as a text or Excel file with all messages by right clicking and
selecting Export to
The Status bar panel for the Message Log flashes when the Message Log window is not open.
Opening the Message Log reveals the actual error message that caused the flashing
2.11 Creating a New Diagram
From the Project tab select New > New Diagram or using the Home tab select New. The Choose Template
form appears. From the tree select the folder that holds the Templates i.e. Project_Templates, all of the
available templates under the folder are now visible, select the template required and then click the Open
button. A new blank diagram is opened complete with the border as a background. If no template is to be
used, then click No template to open a new blank drawing.
The new diagram will not exist on the DB until the Save Work function has been actuated
For more information on template creation please see the AVEVA Plant and AVEVA Marine (12.1)

2.12 How to Save / Copy a Diagram
Whenever the user creates a new diagram, it will be automatically asked to be saved in the database.
Clicking the Save button will save the diagram to the database with the given name and then open the
diagram allowing the changes on the canvas. Key in the name TRA_Diagram and click the Save button.
Clicking the Cancel button will open this temporary diagram in Read Only mode and will not allow any
database interaction until the Save As command executed from the Project tab.
To save the diagram to the database with a different name select Save As from the Project tab, the Save
Diagram As form appears. Browse in the tree to select SCGROU Training where the diagram is to be saved
and then key the name TRA_Diagram_Additional_Drawings and click the Save button.
This name will be used and displayed for the off

page connectors (OPC)
The newly saved diagrams now appear in the Schematic Explorer.
It is possible to save a diagram as another with the copy of database elements. The Save As command
includes an option to copy all the database items with the Visio drawing. This can be used to create a copy
of a P&ID where new database items are created and linked with a new diagram that is created or
secondary (referral) shapes only.
Before a diagram can be saved as another, a Save Work must

be executed to ensure the database elements to be copied are
up to date. If this is not done the following message will be
seen.
When the Save As command is selected from the Project tab, it will bring up the dialogue previously shown.
Please note the Copy DB Items checkbox, for the database elements to be replicated, must be checked
otherwise a copy of the drawing is created with every item undefined.

With the Copy DB Items checkbox selected type a new name and click Save
Preferences and settings for how the

database elements are copied will be
displayed in the Copy DB Items form.
The default groups can be set-up to define the

location for the new data.
The auto name facility can be used to name all the new items
according to the project rules, or disabled if required using the
Auto name copied elements checkbox.
There are then series of options which will only be available if

applicable to the drawing being copied, i.e. if no cables were
included on the drawing the last option would be greyed out.
Create secondary shapes Selecting this will grey out the remaining options and create a
diagram copy that refers to the same database items as the original.
Create primary shapes Selecting this will enable all the options below that are applicable and
create a diagram copy that refers to the new database items.
Copy owning equipment not on current diagram This will only be available if a sub-equipment item
exists on the diagram to be copied and the owning
equipment for this item exists on a different
diagram.
Copy sub-equipment not on current diagram This will only be available if the diagram contains
equipment that owns sub-equipment items which
are not represented on the current diagram.
Copy nozzles not on current diagram This will only be available if the diagram contains
equipment that is also represented by a secondary
shape on another diagram and the secondary
equipment has nozzles that are not represented on
the current diagram.
Copy electrical connections not on current diagram This will only be available if the diagram contains
equipment that is also represented by a secondary
shape on another diagram and the secondary
equipment has electrical connection items which
are not represented on the current diagram, this
option should be checked to also copy those
electrical connections.
Copy cores with cables This will only be available if the diagram contains
cables that own cores.

There is also the option to carry out a Refresh copied drawing checkbox to process a Refresh command
on the newly created drawing.
When all the options required are selected and the OK button is clicked then process will run and the
message log will provide updates on the progress. A save work dialogue will also be displayed on
completion.
2.13 Open an Existing Diagram
To open an existing diagram select Open from the Project tab, the Open form appears. Browse in the tree
to where the existing diagram is located, then select the diagram and click the Open button.
Alternatively the diagram can be opened by selecting it from the

Schematic Explorer and then right click and selecting Open or
only by double clicking
2.14 Open an Existing Stencil
To open an existing stencil select Open from the Project tab, the Open form appears. Browse in the tree to
where the existing stencil is located, then select the stencil and click the Open button.

Alternatively the stencil can be opened by selecting it from the

Schematic Explorer and then double clicking or right clicking and
selecting Open. The stencil is docked into the already open
Shapes form
For more information on stencil and symbol creation please see the AVEVA Plant and AVEVA Marine
(12.1) Diagrams Administration (TM-3534) Training Guide


CHAPTER 3
3 Working with the AVEVA Diagrams Application
3.1 The Diagram Drafting Canvas
The Microsoft Visio sub-window contains the diagram drafting canvas and provides access to the stencils as
well as the attributes through the Shape Data window. Shape attributes are available through the Shape
Data window or the Attributes Utility.
There are right click context menus available for shapes as well as for the drawing
background providing shortcuts for common functions.
When an item is selected on the drawing, it will automatically be made the Current
Element, which means that it will be highlighted in the Schematic Explorer and other
windows that track the Current Element.
However, when an item is selected in the Schematic Explorer, it will not

be selected in the drawing automatically. In case the user wants to
select it, there is a Select in Drawing command on the right click
context menu in the Schematic explorer.
Navigation such as Scrolling, Panning, and Zooming in the drawing window can be achieved through
standard Visio functions as Ctrl+Shift+Click on left mouse button zooms in, Ctrl+Shift+Click on right mouse
button zooms out, Ctrl on wheel button or Ctrl+Shift+Click on right mouse button drags to pan.
Visio Options can be used to alter some of these settings, i.e. zoom with the scroll wheel of the mouse.
A number of function keys are available for easy access and commonly used commands. The ones
highlighted in yellow below are standard Visio functions.

3.2 Shape Data Window
If the Shape Data window is not visible, it can be shown using the Shape Data from the View tab.
The attributes presented for each kind of item can be changed using the Attribute Presentation settings in
Diagrams Options. When the value of an attribute is changed through Shape Data, it will automatically be
changed in the related database item using the current Dabacon Session as well. To permanently save the
changes to the database, the SaveWork command must be issued.
If more than one shape is selected in the drawing, Shape Data will show the attributes for the first
selected item. If the user then updates an attribute value, it will be applied to all selected shapes
3.3 Create Pipeline (Database Element)
Pipelines can be created using the Pipe > Create Pipeline command from the Home tab. When the Create
Pipeline dialogue is opened, a number of attributes will have values pre-set. These are just default values
and can be changed by the user.
If the Pipe command is not available in

the Home tab ensure the mode is set
to P&ID Mode, this can be changed
from the Project tab, by selecting the
required mode
To switch between the predefined
input units, the user can click on the ruler icon on the Create Pipeline form
The Pipeline type comes from the Linetype attribute on the 3D Pipe element. As the pipelines are fed
through the AVEVA Schematic 3D Integrator, this is used as one of the attributes for naming i.e., the
formula in the AVEVA Schematic 3D Integrator configuration file for the rule to name a pipe from an
SCPLIN is: Format ('/{0}-{1}-{2:D3}-{3}', source.BORE, source.LNTP, source.NUMBER,
Substring(source.PSPE, 1)). If there is more than one SCPLIN with these attributes unset there will be
a problem, as it constructs a name that already existed when it comes to build the SCPLIN. By setting
different values into these attributes on the SCPLIN, the user can construct a different name and so
should be able to build the pipeline

Type Shows the User Defined Element Types (UDET) for pipeline types, if no user-
defined pipelines have been set-up in the dictionary database the default Pipeline
will be the only available option.
Group Is set from the default group settings available in the Status Bar. This can be
changed using the Browse button next to it.
Primary System Is set from the current system setting available in the Status Bar. This can be
changed using the Browse button next to it.
Secondary System Shows the system(s) that this pipeline should belong to,in addition to the Primary
System. This can be modified using the icons next to it.
On the Specification Tab the Pipe Specification, Insulation Specification, Tracing Specification, and Fluid
values will be populated from the default value of the Primary system, if they have been set in the system.
The pipeline name can be automatically constructed by using the Autonaming function. In order to provide
feedback on the autonaming while the dialogue is open, a pipeline element is actually created as the
dialogue is opened. If the user clicks the Cancel button, this pipeline element will be removed again. If the
user clicks OK, the pipeline will be created in the selected group (SCGROU) in the main hierarchy of the
schematic database.
There are a number of tabs, Description, Specification, Temperature, Pressure and User Defined Attributes.
Each of these cells holds attribute information that will be stored against the element in the database. All this
information can be changed by the user.
In the Description tab the description field is mandatory by default. This could be changed via the
Description setting in Element options > Pipeline options in Diagrams Options
If the user displays Pipeline properties for
a SCBRAN element on the drafting
canvas, Diagram References tab will be
displayed additionally in the tabs in the
Pipe Properties form

The Specification tab has browse buttons for each different specs which allow the user to navigate to
choose a Pipe spec., Insulation spec., Tracing spec, and/or Fluid. For this purpose a standard form is used
for several tasks where a DB reference is to be set. The dialogue enables the user to navigate the relevant
parts of the database hierarchy as well as search for items by a text search. When the OK button is clicked,
the reference to the selected item will be returned to the user interface component from which the dialogue
was called.
The standard DB browse dialogue also has a search

tab. The search is not case sensitive and the asterisk
(*) character can be used as a wildcard denominator.
3.4 Create Pipeline (Placing on the Diagram)
Once the Create Pipeline form has been populated with the required information, click the OK button. Now
in the Schematic Explorer there should be a new SCPLIN element under the SCGROU Training created in
the database.
From the SAMPLE_Pipeline_Symbols drag the Branch symbol in to the drafting canvas, the pipeline
changes to the default colour set up in the Diagrams Options for
Pipeline options.
The defined pipeline is now displayed in the drawing canvas with its complete label which is defined in
Shape text options. In the Schematic Explorer the SCPLIN element now has a SCBRAN, SCSEG and a
SCTUB visible as shown.

The displayed text for elements can be hidden by right clicking

while the vertexes are highlighted on the pipe line and un-ticking
the Show Text
Further options for the text behaviour can be defined in the

Diagrams Options Pipeline Options section. i.e. the ability to
only show the Text on the first segment of the pipeline that is
drawn:
If several lines exist in the drawing canvas the user should pay extra attention on the Current Line,
before proceeding to create branches and add fittings etc. This is however not done by clicking in the
status bar, and instead done by selecting a line in the schematic explorer. The Current Line can be
checked from the Status Bar as shown
There is also the possibility to use a Tube symbol. In pipeline construction the
main difference between a branch shape and a tube shape is that the branch
will create a branch, segment and tube elements simultaneously as it is
placed in the drawing, the tube will only create the tube element and can
thereby be used to extend an existing branch only.

If process or instrument lines cross on a drawing, but are not connected to one another, Visio will apply
a default Line jump style of an arc. This can be changed to a gap or the users preferred notation by
selecting Options > Page Setup from the Project tab, altering the Line jump style in the Layout and
Routing tab
3.5 Adding an Inline Pipe Component (Valve)
From the Sample_Valve_Symbols drag the Gate Valve in to the drafting canvas area and place it into the
branch. A Search Specification form appears for the user to choose an STYP for the selected symbol, select
the specific type and click OK
The STYP is a specification type question so that the correct type of valve
can be selected from the specification. When the Valve symbol was
originally created in Paragon application this could have been added in
Attribute presentation to avoid the question to be asked
The valve changes to the default colour set up in the Diagrams Options for Valve options. The defined inline
component is now displayed in the drafting canvas complete with a label. The elements hierarchy will be re-
organised in the Schematic Explorer.
The displayed text for the valve can be changed by using the dot notation in the text field in the Shape Data
window and changing the dot notation.
The text can move around by dragging

the yellow diamond of the shape
If a valve is not dropped onto a pipe, it will not be defined and

the colour of the valve will be black. When a valve is undefined
there will be no properties in the Shape Data Window as there
is no database element for the valve. The same goes for other
objects except equipment

3.6 Adding an Inline Pipe Component (Tee)
3.6.1 Manual Tee Insertion
From the Sample_Fitting_Symbols drag the Tee Fitting symbol in to the drafting canvas and place it into the
branch, the Tee Fitting is highlighted. The Search Specification form appears asking for the Branching Bore?
From the list select 50 and click the OK button.
The user can use Edit > Copy Attributes and Edit > Paste Attributes for identical components
The inline fitting changes to the default colour set up in the Diagrams Options for Fitting options. The defined
inline component is now displayed in the drafting canvas complete with a label. The elements hierarchy will
be re-organised in the Schematic Explorer.
The displayed text for an inline element can be hidden by right clicking on it and deselecting the Show
Text
In Diagrams Options - Element Options > Fitting Options > Default Options, if the setting Auto create
branch on connect Tee is True this will automatically add a new branch shape when a Tee is dropped
into a line

3.6.2 Automatic Tee Insertion
Automatic tee insertion provides the possibility to automatically insert a tee every time two branches are
connected by the user. At the connection point of the branches a predefined tee shape is inserted. If there is
any specification or dimensioning conflicts the appropriate dimensioning and size selection dialogues are
presented to the user.
All related options are located in Fitting options in the Element options section within the Diagrams Options.
In the options dialogue it is also possible to select the shape of the tee to be automatically inserted on
connection of two branches, as well as from which stencil this shape should be taken.
The option for Auto create Tee on connect branch is by default set to False. The Automatic Tee Insertion
function can be turned on or off from here.
It is left to the user to make sure that the tees shape name and stencil are existing and valid. If a tee
with such shape name is not found or stencil with such name is not found errors will be generated
during the usage of the function
Once auto create Tee on connect branch is set to True and valid references are given for the stencil and
symbol, then every time two branches are connected the tee symbol specified in the Diagrams Options is
created. This process involves one branch that is dragged (either an end point or the branch as a whole)
and one that is stationary; the tee symbol will be inserted on the stationary branch with the branch of the tee
connected to the dragged branch.

If there are any specification conflicts or dimensioning variations that cannot be chosen by the system,
a choose size dialogue will be presented to the user
3.7 Copying a Pipeline
It is possible to copy a pipeline or part of it on the drafting canvas. Selecting the desired part of the line and
selecting Copy from the right click context menu will copy the elements selected with their references.
If the name of the current pipeline already exists in the database, depending on the settings in Diagrams
Options > General options > System configuration, the user will be prompted whether they want to create a
new line or create a new branch under the existing line.
Using the existing line to create a branch will look like as shown:

If the user selects to create a new line then the group of the line needs to be determined using either the
groups from the source elements or the information from the session defaults.
It is also possible to create secondary shapes using copy and paste
3.8 Adding an Inline Pipe Component (Reducer)
From the SAMPLE_Stencils_Fittings drag the Concentric Reducer symbol in to the drafting canvas and
place it into the branch, the Concentric Reducer is highlighted. The Search Specification form appears
asking for the Leave Bore? From the list select 80 and click the OK button.
The inline fitting changes to the default colour set up in the Diagrams Options for Fitting options. The defined
inline component is now displayed in the drafting canvas complete with label. The elements also exist in the
Schematic Explorer.

For the reducer to show only the dimensions, type in the text attribute [spre.catr.para(1)] x
[spre.catr.para(2)], to show the units use [abore.withunit] or [lbore.withunit] in Shape Data window
If a reducer is flipped, the Arrive Bore will be 2 and Leave Bore will be 1
3.9 Adding Equipment (Vessel)
Equipment items can be created by dragging and dropping equipment shapes from the stencil to the drafting
canvas. The application includes support for Primary and Secondary equipment items, meaning that a single
equipment item in the database can be represented by two or more shapes on the same or on different
drawings.
Sub-equipment items can also be created by dragging and dropping a sub-equipment shape from a stencil
onto the drawing. However, for the sub-equipment shape to be defined in the database, it is required the
equipment item to which should belong is currently selected when the drop takes place.
Sub-equipment items are not dependent on their parent equipment item being represented on the same
diagram. It is allowed to have the main equipment item on one diagram and the sub-equipment item on
another diagram, even if they are hierarchically linked in the database. Likewise, when and if they appear on
the same diagram, there are no layout restrictions in terms of them having to be connected or close to each
other in any way.
From the Sample_Equipment_Symbols drag the Vessel symbol in to the drafting canvas. The equipment
symbol is added to the drafting canvas. The equipment does not yet have a name and has only a database
reference number i.e. =23996/6178 is shown.
Using the Shape Data window information can be entered as required, i.e. a Name and Description.
In the AVEA Plant Design and AVEVA Marine Outfitting Modules the equipment will use this Name
attribute unless the user has set up a rule for the equipment naming for AVEVA Schematic 3D
Integrator to build. For more information about the AVEVA Schematic 3D Integrator please see the
AVEVA Plant AVEVA Schematic 3D Integrator (TM-3561) Training Guide

The name is now displayed above the vessel symbol in the drafting canvas and also in the Schematic
Explorer.
The / can be removed from the name by typing [namn] instead of [name] in the Shape Data Window. The
[\n] will force the text after this onto another line, and the [desc] will then display the description field.
Remember to Savework so the elements are saved to the dabacon DB

If the connection points of elements are not shown on drafting canvas check the Conn. Points
checkbox in View tab
3.10 Adding a Nozzle to the Equipment
Nozzle shapes can be added to equipment items by dragging and dropping onto an equipment item. They
can be attached to a connection point on the equipment item or just to the geometry. Nozzle items will then
be created under the equipment item in the DB. In case a nozzle shape is not connected to an equipment
item on drop, it can be connected later, and will not be defined in the database until it is connected to an
equipment item.
From the Sample_Equipment_Symbols drag the Nozzle symbol in to the drafting canvas. Move the nozzle
over one of the equipment connections until the connection point is highlighted, then release the nozzle. The
Nozzle symbol is added to the equipment in the drafting canvas. No name is now displayed on the nozzle as
nothing exists in the text field on the Shape Data window. The Nozzle is also shown in the Schematic
Explorer.
If user first drops the nozzle onto the drawing and then later drags it to connect it to the equipment item
it may need to be grabbed close to the connection point. Here it also helps to zoom in. If the user
doesnt do that it might be difficult to connect it to the equipment item in the proper way
The nozzle can be set-up to orientate itself to equipment connection points when it is dragged close to
them. This behaviour is set in the Microsoft Visio shape sheet, not accessible from AVEVA Diagrams,
for more information on creating symbols please see the AVEVA Plant and AVEVA Marine (12.1)

The nozzle specification can be set by right clicking on the nozzle shape and selecting Nozzle
Specification from the context menu. The Nozzle Specification form appears with the available selections
from Nozzle Specification, from the pull down options change the Specification to ANSI-NOZZLES(ANSI-
NOZZLES), Generic Type to 300lb Ansi Flanges and Nominal Bore to 100 and then click the OK button.
Now the pipeline can be connected to the nozzle by dragging the end vertex of the pipeline to the nozzle
holding until the Glue to Connection Point prompt appears. When the pipeline is connected to the nozzle the
end vertex changes from green to red and will update the CREF attribute of the nozzle.
A nozzle has two connection points the one that attaches to the equipment has an Outward connection
and the one that connects to the pipeline has an Inward connection point. For more information on
creating symbols please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-
3534) Training Guide
3.11 Setting Position for the Equipment
AVEVA Diagrams supports a 3D Position (POS) attribute for relevant schematic database elements, which
can be utilised if the information is known. This position is independent of the 3D position of any related 3D
elements. This can be handled in different ways using AVEVA Schematic 3D Integrator. It is for instance
possible to copy the initial 3D position given for the schematic element to the corresponding 3D element
during the build process.
The position attribute can be changed in the Shape Data window as shown.
It is also possible to set the 3D position using AVEVA 3D

Schematic Integrator after the equipment is built. For more
information about AVEVA 3D Schematic Integrator please see
the AVEVA Plant AVEVA Schematic 3D Integrator (TM-
3561) Training Guide or AVEVA Marine AVEVA Schematic
3D Integrator (TM-3562) Training Guide

3.12 Ship Reference Position (Marine only)
AVEVA Diagrams supports a 3D Position (POS) attribute for relevant

schematic database elements. This position is independent of the 3D
position of any related 3D elements. This can be handled in different
ways using the Schematic 3D Integrator. It is for instance possible to
copy the initial 3D position given for the schematic element to the
corresponding 3D element during the build process.
The initial 3D position can also be set as XYZ coordinates by directly updating the POS attribute. In
case the position should be presented to the user using the ship coordinate system format, the SHIPX,
SHIPY and SHIPZ pseudo attributes can be used
The position attribute can be changed Initial 3D Position form, to activate the form select View > Initial 3D
Position. The Position Ship Reference form appears, key in the new position Frame 4, Lg (Horz) 2 and Lg
(Vert) 26 Offset 700 and then press the Apply button.
The Refresh operation is still required to be performed to show the changes in the Shape Data window.
The Initial 3D Position command is only enabled when a database containing a ship coordinate
system is available in the current MDB
The user must remember that navigating between elements will update the Position of Element
information. If there is any change on the form the user must click the Apply button to set the 3D
position
It is also possible to set the 3D position using Integrator after the equipment is built. For more
information about Schematic 3D Integrator please see the AVEVA Marine Schematic 3D Integrator
(TM-3562) Training Guide

3.13 Copying Equipment
To duplicate equipment in AVEVA Diagrams, the user needs to copy the intended shape using the Copy
and Paste commands from the right click context menu or by dragging the shape whilst holding down the
Ctrl key.
If the equipment has a sub-equipment shape and it is

copied using the Ctrl+drag method, new equipment will be
created and the user will be only prompted to create a new
sub-equipment item or create a secondary shape for it
using the group information from the session defaults.
If the same equipment shape is copied using Copy and Paste commands from the right click context menu,
new equipment will be created and the user will be prompted to create a new sub-equipment item or create
a secondary shape for it. The difference is that the user is prompted to use the source groups (as in
Ctrl+drag method) or use the pre-defined session defaults to create the copied equipment item in.
When copying shapes that reside under equipment items in the database, draw a fence to select all
instances to be copied on the drawing canvas.
Ctrl+dragging two shapes referring to the same equipment item in the database will prompt a question
for creating a secondary symbol for each existing sub-equipment shape. If desired, Copy and Paste
commands from the right click context menu could be used to be able to create secondary sub-
equipment shape(s) belonging to the newly copied sub-equipment item(s)

Where there are two equipment shapes each with individual sub-equipment items, as shown below, the
method used to copy and paste can result in different outcomes as the shapes are defined in the database.
Using the Ctrl+drag method when the owner of another sub-equipment is not selected to be copied will
result in addition of this sub-equipment to the copied main equipment element.
Using Copy / Paste commands from the right click context when the owner of another sub-equipment is not
selected to be copied will result in remaining this sub-equipment undefined.
When copying equipment items using source groups, it is possible to re-create the hierarchy (with number of
SCGROU elements with respect to Schematic World) if a new database item is to be created. To be able to
do this, Use existing groups setting in Diagrams Options > General options > System configuration >
Intelligent copy should be set to Never.
If this is set to Ask the system will prompt a question for each time the equipment item requires a
hierarchical group creation.

The newly copied equipment item will appear in the Schematic Explorer as the same hierarchical depth as
the source item.
It is possible to click Use existing button at any level to create the newly copied equipment item and any
SCGROU item if required.
3.14 Area Shapes
An Area Shape provides the possibility to define an area on the drawing canvas that corresponds to a room
or a compartment and/or represents a database Area Shape (SCAREA) defined in the schematic database.
This provides a general mechanism for assigning attribute values based on the location of a shape within
the boundary provided by the Area Shape. An Area Shape can control a set of attributes and their values
are automatically applied to the shapes it contains.
The Area Shape symbol can be used as any other symbol by dropping it on the drawing canvas and can be
located on the foreground and background page.
An Area Shape can be used just as a visual frame or it could have

connection to a database element. When defined, data against the
Area Shape is stored as a SCAREA element, which can be created
below SCGROU using the Define command from the toolbar or the
right click context menu if the shape is not defined automatically on
drop.
Connection between the elements contained and the defined Area Shape is stored in SCAREF array
attribute. An item could be contained by more than one area; in this case SCAREF attribute will store the
area names in the order that the element was contained. All items referring to SCAREA via SCAREF
attribute can be seen in the Schematic Explorer tree as a secondary hierarchy.
When an Area Shape is placed or moved on the drawing canvas, any item inside its limits will automatically
inherit the default values for certain attributes determined by the area. Any attributes not applicable for a
particular type of element will be skipped. The user can set prefix for the attributes propagated and/or non-
propagated using Diagrams Options.
When an item is dragged out from the area its attributes controlled by the area are cleared and re-set to their
default values of the shape. In both cases, applicable message is added to the message log. In addition, if
the Area Shape is defined in database, SCAREF attribute of the element(s) dragged in/out is updated
accordingly.
The behaviour of the application, during the

modification of an attribute which belongs to an
item contained and controlled within an Area
Shape, can be determined by varying the Allow to
modify attributes of contained shapes option.

Ask user The user is warned that the attribute being changed is governed by the Area and asked if
they want to proceed
Always allow The change is always allowed without warning
Never allow The change is not allowed
Changes done directly to the database i.e., via Command Line, Attributes Utility form, customised PML
forms, etc. are not controlled by this setting
All differences between the attributes controlled by the Area Shape and corresponding values, also
inconsistencies related to the value of SCAREF attribute of contained shapes will be reported by the
Consistency Check utility
Update containing shapes command could be used from the right click context menu
of an Area Shape if the attribute values of the contained shapes are different that
corresponding ones in Area Shape itself.
For more detailed information on creating an Area Shape please see the AVEVA Plant and AVEVA
Marine (12.1) Diagrams Administration (TM-3534) Training Guide

3.15 Catalogue Search
By using the Catalogue Search function, it is possible to search through the catalogue and to assign
catalogue references to the selected item(s) provided that the Diagrams Options allow this. If the user is to
add catalogue references for pipeline elements then the Use Specification option must be set to False
If the value is set to True, manual component selection can be done for SCOINS, SCEQUI, SCSUBE,
SCCAB, SCDUCT and SCHVFI. If the value is set to False, dimensioning will be done using BOREARRAY
attribute.
To activate the Catalogue Search select Catalogue Search in View tab; the Catalogue Search form is
displayed.
The Catalogue Search window is divided in two main parts. To the left is a pane that contains two tabs,
Catalogue Explorer and Selection Tables, to the right there is a search result list. If a shape that is selected
in the drafting canvas has a SPREF pointing to a GPART or a TABITEM the catalogue search window will
automatically navigate to the currently used catalogue item and switch to the relevant tab.

On slow computers this can cause a slight delay when shapes are selected. If this is the case, this
behaviour can be turned off by setting the Tools > Diagrams Options > General options > Catalogue
search settings > Configuration > Auto navigate to catalogue element setting in Diagrams Options
to False
3.15.1 Catalogue Search Explorer
By selecting the Catalogue Explorer tab, the user can

navigate through the GPART hierarchy of the catalogue.
In case the desired GPART can be identified already in
the explorer, it is possible to right click and choose the
Select command to assign the catalogue reference
(SPREF) to the selected item(s) in the drawing. There is
also a possibility to define filters, so that the filters can be
applied to the search.
When the Find button is clicked, the search result will be displayed in the result list pane to the right:

3.15.2 Define Filter
To define a search filter click Define filter link label, the Define filters form appears. Click the New filter
button, another form appears, asking the user to Enter name for new filter key in HORIZONTAL VESSEL
and click the OK button.
In the fields below select an attribute from the pull down list, now select an Operator and finally key in a
Value. In this case the attribute will be PRITYPE, the Operator = and the Value HVES, and click the OK
button.
In the Filter drop down list HORIZONTAL VESSEL will now appear as a filter that can be used, click the
Find button to perform the search when an appropriate element is selected in the Catalogue hierarchy.
If default filters for shapes have been specified in Diagrams Options

or in the Default Catalogue Search Filter, the == Use default filter
from item == option will have to be selected for these to take effect.
When a shape associated with a default filter is selected, and the ==
Use default filter from item == is applied, as soon as the Find
button is clicked, the associated filter will automatically be applied

3.15.3 Catalogue Search Customize
The Customize button is used to allow the user to

change which attributes will be visible in the search
results. Click the Customize button, the Catalogue
Search Result Presentation Settings form appears, un-
tick the boxes for the attributes no longer required to be
displayed and then click the OK button.
The results pane is now changed to display only the

selected attributes.
The user can select the Horizontal layout, Vertical layout or Results list only using the right click
context menu in the results pane. Group panel, Filter row and Summary Line can be turned on/off using
context menu as well
3.16 Selection Tables
Selection Tables are available on the Selection Tables tab; that can be used to find catalogue items in a
way similar to specifications.
Having a selection in the Table and Type dropdown lists click the Find button, the pane on the right hand
side will be filled with relevant selection(s) of catalogue items represented by a Table Item (TABITE)
database elements.
If the Auto select table and type

from item checkbox is checked, the
table and type dropdowns will
automatically be set according to
applicable default settings under the
Diagrams Options > General Options
> Catalogue Search Settings.

A selection table item can contain default values that will be applied to the shape when the catalogue
reference is set, provided that the Apply default values to item checkbox is checked. This can be followed
up in the Message Log where messages regarding to assigned default attributes are provided.
If the Apply filter on selection changed checkbox is checked, after an element is selected on drawing,
table items are automatically filtered by values of answers for questions corresponding with attributes of the
element.
The catalogue searching filters are stored in CatalogSearchDbFilters.xml file in the defaults folder
which is referred as %<PROJ_CODE>DFLTS% or %PDMSDFLTS%
The catalogue search presentation settings are stored in CatalogSearchPresSettings.xml file in the
defaults folder which is referred as %<PROJ_CODE>DFLTS% or %PDMSDFLTS%
3.17 Assigning a Catalogue Reference to an Equipment
If a catalogue reference is known for an item of equipment this can be added in AVEVA Diagrams, although
this would usually be done by the 3D designer.
From the drafting canvas select the equipment symbol that requires a catalogue reference, then from the
Catalogue Search form either navigate to the part from the Catalogue Search explorer and right click and
from the context menu select the Select command or from the search results pane click the Select button.
In the Shape Data window the Spref attribute should now have the GPART or selection table reference
added.
If no catalogue part is added against the schematic

element, then only the name can be created in the 3D
design and no geometry will exist. The specification
reference can be set using AVEVA Schematic 3D
Integrator if not set in the AVEVA Diagrams

3.18 Naming Elements
AVEVA Diagrams includes a possibility for automatic naming and re-naming of

database elements. This is primarily accomplished through the standard AVEVA
Plant Design or AVEVA Marine Outfitting Autonaming function. In addition to this,
there are also functions to rename elements with respect to their position in the
diagram layout.
For more detailed information on Auto Naming rules please see the AVEVA
Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training
Guide
3.18.1 Autoname CE
The naming can be manually triggered by using the Autonaming rules via the Autonaming > Autoname CE
command from the Tools tab.
This function only works in case the element is not already named
3.18.2 Autoname CE and Offspring
The Autoname CE and Offspring function is the same as the Autoname CE, but it will also autoname any
unnamed offspring of the CE. The function is available via the Autonaming > Autoname CE and Offspring
3.18.3 Autoname Offspring Only
The Autoname Offspring Only function is the same as the Autoname CE, but it will only autoname any
unnamed offspring of the CE. The function is available via the Autonaming > Autoname Offspring Only
3.18.4 Auto Rename CE
Renaming can be used to autoname the current element using the current naming rules, after the old name
is automatically removed. The function is available via the Autonaming > Auto Rename CE command from
the Tools tab.
If user changes the name in schematic explorer, the name in the drawing will not change unless a
Refresh command is executed
3.18.5 Auto Rename CE and Offspring
This function works in the same way as Auto Rename CE, but it will also auto rename any offspring of CE.
The function is available via the Autonaming > Auto Rename CE and Offspring command from the Tools
tab.
3.18.6 Auto Rename Offspring Only
This function works in the same way as Auto Rename CE, but it will only auto rename any offspring of CE.
The function is available via the Autonaming > Auto Rename Offspring Only command from the Tools
tab.

3.18.7 Rename Elements
This function works on the current selection in the diagram, and can rename the elements with respect to
their position in the diagram layout.
After selecting Auto Naming > Rename Elements from the Tools tab, the
Rename Elements form appears. Typically the user can select elements of a
certain type (i.e. valves, cables etc.) and rename them according to their position,
i.e. Horizontally, Vertically. Selected Order or Reversed Selected Order.
The user can affect the comparison point and sorting option to regenerate or re-order the names as shown
below.
The user cannot name items that are in the same database with the same name. However, it is
possible for different types of databases to have items with the same name in the same MDB. i.e.,
between DESI, SCHE and ENGI databases

3.19 Pipe Destination Elements
For pipes that end without any connection to an equipment item, Pipe Destination elements can be used. A
Pipe Destination shape can be attached to the end of a branch, and can contain a description of the nature
of the branch end. This can for instance be when the pipe vents to atmosphere or discharges to a drain etc.
Pipe Destination elements will also remove unnecessary information messages from the consistency check
results, such as the Shape not connected at connection point.
The pipe destination symbol when created only has one connection point, the Import Shape Wizard is used
and is located under the Element types > Pipe components > Pipe destination

CHAPTER 4
4 Diagrams Options
In the Diagrams Options dialogue, there are multiple settings that control the operation of the AVEVA
Diagrams application and they are stored in an XML file. There are two general tabs in the Diagrams
Options which are the Default and Attribute Presentation tabs.
From the Projects tab select Options > Diagrams Options, the Diagrams Options form appears.
In the Diagrams Options form,the Defaults tab has several settings that will control the operation of the
application. Below on the form there is an information area which provides an explanation for each setting as
they are selected. The Attribute Presentation tab is used to show and set rules in the Shape Data
Window/Item List. i.e., setting up the presentation order of attributes and attribute presentation labels.
If the user has made changes to the Diagrams Options form and then closed the form by clicking the OK
button, the Settings Manager Defaults dialogue box will appear. If the user clicks the Yes button the
default settings will be saved for the further sessions. If the user clicks No, the settings will only apply to the
current program session.

4.1 General Options
4.1.1 System Configuration
The System Configuration

section includes Autorenaming,
Colouring options, Component
verification options, Feedback
on refresh options, Highlight
options, Import shape options,
Instrumentation Loop options,
Intelligent copy options, Item
List options, Replace Symbol
options, SVG creation option
and System options.
The user can use the settings here to determine how the Highlight function will behave when the
Refresh command is used. This includes which attributes are to be ignored, what type of message
should be given and whether the highlight should occur after a refresh is initiated automatically or not.
4.1.2 Settings Stored in Drawing
The Settings stored in the drawing section includes

session variables which are to be stored in the
drawing that are current line, default system and
default groups.

4.1.3 Annotation settings
The Annotation settings section includes

Automatic Annotation option, Default shapes
options, Labels and Text options, Number of
autolabels options, Placement of autolabels (in
z-order) options and Property break option.
4.1.4 Pipe Dimensioning
The Pipe Dimensioning section includes Refit

options, Resize options, and Spec Search options.

4.1.5 Instrumentation Dimensioning
The Instrumentation Dimensioning section includes

Refit options, Resize options, and Spec Search
options.
4.1.6 Catalogue Search Settings
The Catalogue search settings section

includes Configuration options, Default filters
for non-pipeline elements options, and Default
Selection Table for non-pipeline elements
options.
4.1.7 Auto Formatting Rules Options
The Auto Formatting Rules Options section

includes only the settings for which actions
that active formatting rules should be
automatically applied.

4.1.8 Consistency Rules Options
The Consistency Rules Options section

includes only the settings for which actions that
active consistency rules should be
automatically applied.
4.2 Element Options
Under the Element Options there are a number of additional options relating to Pipelines, Valves, Inline
instruments, Fittings, Pipe destination, Offline instruments, Instrumentation lines, Actuators, Instrumentation
relationship shapes, Equipment, Sub-Equipment, Nozzles, Electrical Connections, Cable, Multi-cable, Off-
Page Connectors (incoming and outgoing) HVAC line and HVAC fitting options.
To prevent the name of a branch from being shown on every segment, the user can set Show Text on
first segment only option to True in Pipeline options

4.2.1 Attribute Presentation
On the Attribute Presentation tab the user can set up the attribute presentation to be used in the Shape Data
window as well as in the Item List. On the left hand side of the form there is a tree-view containing the
different element types relevant to the AVEVA Diagrams application. If any UDETs have been defined, these
will also be included in the list.
For each element type

selected in the tree view,
the attribute presentation
can be individually
controlled by the settings
in the right hand list view.
The columns in the table are as follows:
Attribute Name of the attribute. This cannot be modified.

Label Presentation label for the attribute. This controls the name to be presented to the
user in the Shape Data window only. This setting does not apply to the Item
List as it shows mixed items in the same list.
Prompt If a Prompt string is entered, the application will prompt the user for a value as the
shape is dropped on the drawing. The Prompt string will be presented to the user at
that time, i.e. 'Please enter Name'.
Visible If this checkbox is checked, then the attribute will be included in the list of attributes
shown in the Shape Data window.
Visible in Item List If this checkbox is checked, then the attribute will be included in the list of attributes
shown in the Item List.
Read Only If this checkbox is checked, it will not be possible to update the attribute value from
the Shape Data window or from the Item List.
Copy with Shape If this checkbox is checked, the attribute value will be copied when shapes are
copied in or between drawings. Please note that the shape must be defined for the
Copy with Shape setting to apply.
By clicking the Move Up and Move Down buttons, the presentation order of the currently selected attribute
can be changed.
In the Import Shape Wizard there is a possibility to override the default attribute presentation settings
for individual shapes. In case this possibility should be enabled, the Allow individual shape settings to
override default settings should be checked. This setting can be applied individually for each element
type in the tree before clicking the checkbox. If this is not checked, any attribute presentation settings
done in the Import Shape Wizard for individual shapes will be ignored

4.2.2 Referenced Attributes
Additional attributes can be added by pressing the Referenced attributes button, the Add/remove
referenced attributes form is displayed for the element that was selected in the Attribute Presentation tab.
The user can now select referenced attributes to add by navigating in the tree and then clicking the Add
button, once all the required referenced attributes are added then click the OK button.
This returns the user back to the Attribute Presentation tab, click the OK button and the Settings Manager -
Attribute Presentation form appears, if the user has made changes to the Diagrams Options form and then
closed the form by clicking the OK button, the Settings Manager Defaults dialogue box appears, click the
Yes button.
The Referenced attribute is now added to the Attribute Presentation tab window. If the Visible in Item List
checkbox is checked it can then be seenin the Shape Data Window and Item List.
Referenced attributes can also be added by clicking in the next free line in the Selected attribute list
and then by keying in the name of the referenced attribute using the dot notation i.e. [diaref(1).name]
Pseudo attributes are not shown in the list of attributes in the Attribute Presentation and Referenced
attributes dialogue. To show these they will have to be manually keyed-in
Referenced attributes will not be shown in Visio Reports unless they are added to the Shape Data


CHAPTER 5
5 Additional Diagrams Functions
5.1 Off-Page Connectors
AVEVA Diagrams allows the creation of discontinuous Pipelines through the use of an Off-Page Connector
(OPC) mechanism. Even though these are called Off-Page Connectors, they can also be used within a
page.
Two variants of Off-Page Connectors are supported by the AVEVA Diagrams application, Outgoing and
Incoming. Off-Page connectors are created by dragging an OPC shape onto the drawing and connecting it
to a free end of a pipeline branch.
From the tab at the bottom of the drafting canvas, right click and from the context menu select Insert Page.
The Page Setup form appears, the default name is Page-2. If no Page-2 exists to create a Page-2, click the
OK button. Page-2 is created as an empty drafting canvas.
The user can choose for

any page to be or to have
the background by using
the Background drop
down list
From Page-1 of a multi-page diagram, select the pipe line in the drafting canvas that requires the Off-Page
Connector to be added, this line is now the current line. Select the tab Page-2 and then drag the Branch
symbol into the drafting canvas.
In the Schematic Explorer SCBRAN 2 is created, select Page-1 again and then drag the Outgoing OPC into
the drawing canvas and add it to the end of pipeline. Reselect Page-2 and from the stencil drag the
Incoming OPC into the drafting canvas and connect it to the beginning of the pipeline.

With the vertices of the incoming OPC selected and highlighted, right click and select Connect OPC from its
context menu. The Select database element form appears. Use the database tree to navigate to the
SCOPCO element and then click the OK button.
When the OPC elements are connected to the pipeline the Schematic Explorer will be re-arranged to
organise the hierarchy to have one branch and two segments
Re-select Page-1 and refresh the drawing, the reference to the other OPC is now visible.
Now in the Shape Data window for both OPC elements and key in the Text field
[opcref.owner.diarefarray(1)] - Page [opcref.owner.pagearray(0)]
Outgoing OPC
Incoming OPC
If the diagram is not saved then the text attribute of the OPC will not be displayed correctly
The OPC connections can also be listed and navigated on a Diagram level. By right clicking on a
Diagram Element in the database explorer and selecting Open Diagram command from the context
menu, all diagrams connected to the current one will be listed
The OPC also appears in the schematic explorer, under the appropriate Pipeline, branch and segment as a
Diagram Element. In the schematic explorer the owning element of the OPC, i.e. a branch or pipeline can be
selected and a right click context menu gives the option of Open Diagram command, all diagrams
connected to the current pipeline will be listed in a dialogue box allowing the user to select the appropriate
diagram. It is also possible to navigate to the connected diagram elements using the right click context menu
of SCDIAG items in Schematic Explorer.

5.2 P&ID Grid
As AVEVA Diagrams is based on Microsoft Visio, PinX and PinY attributes of Visio shapes could be used to
identify the location of the items on a drawing canvas.
To aid this, the following attributes are available to the user:
DIAGXPOS The X position of the symbol on a Visio drawing stored in mm. If a symbols position
is not set this will be 0.0001 or 0.
DIAGYPOS The Y position of the symbol on a Visio drawing stored in mm. If a symbols position
is not set this will be 0.0001 or 0.
GRIDXPOS The X postion of the symbol according to the grid definition. This pseudo attributes
value is evaluated each time it is queried. This attribute will find the Tag value in the
grid definition using the DIAGXPOS value of the symbol.
GRIDYPOS The Y postion of the symbol according to the grid definition. This pseudo attributes
value is evaluated each time it is queried. This attribute will find the Tag value in the
grid definition using the DIAGYPOS value of the symbol.
The grid definition is stored in an xml file in %PDMSEXE% folder

with the griddef.xml name. This file defines the spacing and the
boundaries of an imaginary grid.
Although not visible, the defined grid should look as shown.
Using the attributes explained above, the user can produce annotation which could refer to a target element
and show its location.
For the example used with the OPC element above the following syntax can be used.
[opcref.owner.diarefarray(1)] - Page [opcref.owner.pagearray(0)][\n]DiagX: [opcref.diagxpos] - DiagY:

[opcref.diagypos][\n]GridX: [opcref.gridxpos] - GridY: [opcref.gridypos]

5.3 Define / Undefine
The Define command will create a new database element that corresponds to a shape and link the shape to
that database element. In case an element with the same name already exists in the DB, the application will
issue an error message and create a new unnamed element. Define command can be reached via the
Home tab.
This function is also available on the right click context menu for the shapes in the drawing.
The Undefine command will break the link between the shape and the corresponding database element.
The database element will not be deleted.
When Undefine is performed, the attributes will be cleared using the same rules as when a shape is
copied
During the design of diagrams by dragging and dropping shapes from a stencil and connecting together in
the drawing, the Define operation will be handled automatically by the AVEVA Diagrams application. The
manual operation for Define / Undefine only has to be used in special situations. i.e. if a number of inline
fitting shapes are copied and pasted, they will not automatically be defined, so the user will have to first
select a current pipeline and then issue the Define command.
It is possible to disable the automatic Define mechanism by setting the Define shape on drop to False. This
is located in the Options > Diagram Options in System configuration via the Project tab.

5.4 Instrumentation
5.4.1 Offline Instruments
Offline instruments can be connected to any pipeline or inline fitting. It is also possible to have connection
points on the off-line instrument, allowing control lines to be attached.
From the SAMPLE_Stencil drag the Off Line Instrument shape into the drafting canvas, now in the Shape
Data window key in the attribute information for Letter PI and Number 123
To attach the Offline instrument to the pipeline, select the central diamond and drag to attach to a pipe line.
Once the line is attached the yellow diamond will change colour to red to show that it is connected.
The Text, Text size, Line format and Colour can be changed manually if required
The offline instrument SCOINS also appears in the Schematic Explorer as shown.
If an instrument is to be associated to a symbol, i.e. a control valve or orifice plate then the instrument
can be connected in the same way as above, but dragging the instrument connection line onto the
symbol
To prevent the instrument connection line crossing the symbol the connection point can be moved, this
can only be done after the initial association has been made. To move the connection point on the
symbol, select the Connection Point Tool available via the Home tab. The instrument connection line
can then be selected and the connection point moved

5.4.2 Control Valves and Actuators
The majority of instruments used will be covered by the off-line instrument section, where a line fitting is
associated with an off-line instrument. An orifice plate, can be described as an in-line instrument and have
an association with the offline instrument. Instrumentation lines can then be used to connect the offline
instruments.
Control valves can also be drawn as in-line instruments and therefore cannot be directly connected to
instrumentation lines. The association between a control valve and a instrumentation line is made via an
actuator. Therefore control valves are added in two stages.
Firstly, a symbol representing the control valve can be inserted in the normal way and attached to a pipeline.
The circular instrument balloon can be configured to hold the valve

name, i.e. FCV-321 in the import shape wizard options
For more information on creating symbols please see the AVEVA
Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534)
Training Guide
Secondly the actuator symbol can be attached to the valve.
The connection points on the actuator will turn red to show the actuator is
connected.
In the Schematic explorer this arrangement will be shown in two sections, the
control valve as part of the pipeline and the actuator in a group of its own. The
control valve is added as an in-line instrument to the hierarchy and given the
code SCINST, this is part of the pipeline. The two SCINST items shown in the
schematic explorer are the orifice place (FE-321) created in the previous section
and the control valve above (FCV-321)
The actuator has a group of its own and is shown with the code SCACTU.

5.4.3 Instrument Relationship Shapes
These shapes can be used to show not only the connections between off-line instruments and actuators but
also replacing instrument lines, in order to demonstrate a high level of instrument connectivity. An
Instrument Relationship Shape does not represent a database element, but does connect the attached items
in the database.
5.4.4 Instruments Lines and Loops
Instrument lines are created in a similar way to pipeline elements, they are firstly created in the database
and then added to the drawing using a symbol from the stencil.
An instrument loop is a collection of related

instrument lines, i.e. if a flow rate is being
controlled the flow will be measured by an
instrument (FE-321) and converted to an electrical
signal by a transmitter (FT-321). This will be
transferred to a controller (in this case a flow
indicator controller FIC-321) which will convert this
flow signal into an action for a flow control valve.
The final item in this control loop is a signal
converter (FY-321) that takes the electrical signal
and converts this into a compressed air pressure
to operate the diaphragm control valve.
This loop can contain many types of instrument

and instrument line, but they all provide a single
control operation, and all the items have the same
loop number.
An instrument line can be assigned to an instrument loop when the

instrument line is created, if the loop has already been created, or at a
later time by editing the instrument line.
To create the Instrument loop first select Instrument > Create

Instrument Loop from the Home tab.
A dialogue box will then appear where the details for the loop can be entered.
Using the Type dropdown list, the SCLOOP element type

and all UDET:s derived from SCLOOP can be selected.
The user can select the group to create the loop in and
key in the loop name. In this case an F is used to denote
a Flow type of loop and the number of the loop, e.g. 321.
Its also possible to use the autonaming rules to name the
loop by checking the Use autonaming checkbox.
The Attributes and User defined attributes tab allow the

user to enter values in for the shown attributes.
Once Ok button is clicked the loop is created and

will appear in the Schematic Explorer.

The instrument line can then be created.

This can be done by selecting the
Instrument > Create Instrument Line from
the Home tab.
The Create Instrument Line dialogue will

then appear, fill out the information as
required. Add the instrument loop
association from the Browse button next to
the Instrument Loop field.
Once OK button is clicked the line will be created and shown in the Schematic Explorer.
The process of placing an instrument line on a drawing is quite similar to that of pipes. Here, the instrument
line should be selected in the Schematic Explorer before placing any inline components on the drawing.
Select the instrument branch symbol and drag to the drafting canvas. The user will be then asked to select
specification and bore according to the Diagrams Options settings and default values.
The created line will now be visible in the Schematic Explorer, in the same manner as a
created pipe would.

5.5 Replace Symbol
AVEVA Diagrams supports exchanging an existing symbol in the drawing which has been connected and
defined with another symbol. All attributes and connections will be retained. This can be done either
manually by the user or automatically by fetching a shape reference from the catalogue.
The reason that this function is called Replace Symbol rather than Replace Shape which would be the
standard MS Visio terminology is that it will replace the visual appearance of the shape, and apply the
values of that shape.
5.5.1 Manually Replacing the Symbol
By selecting one or more shapes and using the Replace Symbol command on the right click context menu,
the symbol can be manually replaced. This will bring up a Replace Symbol form.
In the tree view to the left of the form, all open stencils are shown. In the right hand pane of the form all
shapes for the selected stencil can be seen. The user selects one of the symbols and then clicks the
Replace button to make the change.
In order for the stencils list to be seen on the left-hand pane in the Replace Symbol window, they must be
opened in the drawing
If the selected shape is not of the same type or has inappropriate connections, an error message will be
shown and the symbol will not be replaced
If the Apply button has been used for replace, the user can revert back to the previous symbol by
clicking Reset button
5.5.2 Replace Symbol from Catalogue
By using the Replace Symbol from Catalogue command available on the shape right click context menu,
the current symbol will be replaced with the one stored in the catalogue. This can be useful in the following
cases.
The item has received a new catalogue reference outside the control of the AVEVA Diagrams
application and the symbol has therefore not been updated accordingly.
The user has manually replaced a symbol and now wants to return to the symbol provided by the
catalogue.
The catalogue has been updated with new symbol references and the diagram should reflect this
change.
For more information on automatically replacing symbols please see the AVEVA Plant and AVEVA

5.6 Splitting Pipelines
A pipeline can be split into two separate pipelines by using a Pipe Splitter shape. From the
Sample_Pipeline_Symbols stencil drag the Pipe splitter symbol and drop it onto the pipeline where the
pipeline should be split. The Pipeline Properties form appears. Change any of the fields and then click the
OK button.
If the Pipe Splitter does not split the line as it is being dropped, try to zoom in and make sure that the
cross hair is properly aligned with the line
The user will then have to give a different name to the new pipeline.
The pipeline text will not update automatically on the drawing canvas, this can be done by clicking on
the Refresh button
In the Schematic Explorer, the inline fittings or valves of the split pipe will then
be transferred to the new pipeline.

5.7 Joining Pipelines
To join two pipelines together, from the drafting canvas select the pipeline that is to retain its name when
they are joined together, now holding down the Shift or Ctrl key select the other pipeline that is to be joined.
From the Home tab select Pipe > Join lines, this will join the two pipelines
together. All branches complete with inline fittings and valves will be transferred
to the target pipeline and the now empty source pipeline will be deleted
automatically.
Branches can also be moved around between pipelines by using the standard Visio Cut / Paste
commands in the Schematic Explorer
5.8 Deleting Elements
Elements can be deleted by selecting them in the drafting canvas so the vertexes are highlighted and then
by pressing the delete key on the keyboard, the element is removed from the drafting canvas and removed
from the Schematic Explorer tree.
Selecting the element in the Schematic Explorer and right clicking will also
allow the user to delete elements.
Changes made will only be to the diagram until the Savework

function is actuated
If elements are deleted from the Schematic Explorer when the
owning diagram(s) are not open then they will not be removed
from the canvas, however they will no longer exist in the DB and
will be undefined when a Consistency Check is run. If elements
are deleted from the Schematic Explorer when the owning
diagram(s) are open then the relevant shapes will be deleted
from the canvas automatically

5.9 Reference List
The Reference List window automatically lists the elements referenced by the CE. i.e., if the current element
is an Equipment element, then the pipes connected to any Nozzle belonging to that Equipment will be listed.
If an individual Nozzle is then selected, then the list will change to display the Pipe connected to that Nozzle.
The reference list can be viewed by selecting References from the View tab.
5.10 Hierarchy
5.10.1 Reverse Order
From the Manage tab select Utilities > Hierarchy > Reverse Order. This
rearranges the elements below the current selection in reverse order. If desired,
this operation can be undone by immediately repeating the command.
This command cannot be used for Schematic WORL * element and

Schematic group (SCGROU) elements
5.10.2 Reorder
The Reorder form lets the user rearrange the elements for an owning current
selection element. To open the Reorder form having selected an appropriate
element from Schematic Explorer, select Utilities > Hierarchy > Reorder from
the Manage tab.
The form shows two lists of members of the current element. To move an element to a different list position,
in the left-hand list, select the element to be moved. Then in the right-hand list, select an element adjacent to
the required list position. Set the Before/After option button to specify the exact position relative to the
selected member.

Click Apply to move the element to its new list position. This process can be repeated if desired to move
other elements before Dismiss button is clicked.
Reorder operation is not allowed on Segment (SCSEG) elements

Where there is one and only offspring of an element if the Reorder command is executed a warning will
be displayed to the user
5.11 Explorer Settings
The user can change the settings for the explorer forms in AVEVA
Diagrams. To be able to do this the Explorer Settings form can be
viewed using Options > Explorer Options command from the
Project tab.
The Explorer Settings form consists of General and Presentation tabs. Following options are available in the
General tab.
Auto Collapse Tree This option collapses all the other hierarchical elements in both Schematic and
System Explorers if an element is selected in the explorer.
Expand to CE This option allows the user to automatically navigate to a selected element on
drawing canvas and expand its hierarchical elements in Schematic Explorer.
Display Folders This option enables the element type folders to be displayed. If disabled, all
elements will be shown directly under the created schematic group.

When the element type string is turned off the Schematic Explorer it will be shown as below:
When the sorting is done, the visible text is taken into consideration. If the element type string is not shown,
the items will be ordered differently than where the element type string is shown; e.g. The element aaa will
be placed before the element zzz, where the :SCPUMP zzz will be placed before SCEQUI aaa.
In the Presentation tab it is possible to turn off the element types

shown in the explorers. The Sort Below column allows the users
to select a hierarchy node whose members should be sorted in
alphanumeric order.
It is possible to select several element types for sorting. Their

names can be keyed in or selected from standard type selection
dialogue available after pressing browse button in option field.
When the Select element types form is displayed the

user will be shown all available element types. It is
possible to filter the list of element types by typing in the
Filter textbox. Double clicking or selecting element type
and clicking Add to list button will add the element to
the Chosen element types list. The user can remove the
elements from this list using the Remove selected
button.
The result of turning the element type

string off and sorting all the elements
which are below SCSEG level will look
like as shown with an arrow next to the
sorting element level.
Sorting is inherited when secondary explorer is created by selecting New Explorer command from
elements right click context menu
The sorting is done only for presentation purposes in explorer and doesnt affect the order of elements
in the database

5.12 Changing a Pipe Specification
If a pipeline is created without a piping specification, the the SpecSearch utility can be used to initiate the
set-up the specification reference to the downstream inline parts. If the pipeline has any references to a
specification then this needs to be removed from all components.Changing the specification of existing pipe
can be done by selecting the first tube element in a pipeline without a specification and then right clicking
and selecting Pipeline Properties from the context menu. After changing the Specification using this
dialogue, click OK button. Right click on the tube again and select SpecSearch or Refit from context menu.
Depending on the Autofit Propagation settings in the Diagrams Options, the new specification reference will
be applied to all inline parts in this branch, segment or pipeline.
To be able to refit the inline items in the Diagrams Options, the Use Specification setting in General
Options > Pipe Dimensioning > Spec Search, Refit Propagate Autofit, Refit Propagate at Segment
and Refit Propagate at Branch settings in General Options > Pipe Dimensioning > Refit options must
be all set to True
The spec selection process will automatically be triggered and changes

to specification references can be followed up by viewing the Message
Log window.
In order to get a good overview of what happens during this operation, it is recommended to only to
change the specification of a reasonable number of parts in the same operation. This makes it easier to
follow up and trace any changes

5.13 Annotation and PML1 Expressions
5.13.1 Attribute Presentation Notation
Through the Attribute Presentation format notation, attribute information can be collected from the DB
element that corresponds to the shape as well as from hierarchically superior elements and referenced
elements. It can also be combined with literals in an arbitrary way.
The native notation uses square brackets [ ] for attribute references that should be evaluated before
presentation. All characters outside the brackets are considered as literals and will be presented as-is.
Referenced attributes can be referred by a dot notation (reference.attribute). References can be in several
steps, in that case the reference chain will be followed to resolve the expression and find the attribute value.
An arbitrary number of literals and attribute references can be combined to form advanced attribute
presentation and annotation strings.
Using [scplin.bore] native syntax will fetch the default bore attribute from the pipeline element that owns the
current hierarchically subordinate element, for a valve [owner.owner.owner.bore] will provide the same
result as previous. The owner of a valve is the SCSEG element, the owner.owner is the SCBRAN element,
and the owner.owner.owner is the SCPLIN element. [name]-[spref.name] will display the name of the
current element, a literal (in this case a "-"), and the name of the related catalogue element.
In AVEVA Diagrams, when an update is done to a database item from Command Window or Schematic
Explorer all forms (i.e. Shape Data Window) and annotations showing drawing-based data will require an
update accordingly. Refresh will be carried out automatically for any changes on database elements that are
directly related to shapes on open diagrams. For example, if the user changes an attribute on an equipment
item in the database, and there is an open diagram containing a symbol representing this equipment item in
the current session, the shape data attributes as well as related annotations for this symbol will be
automatically updated.
However, in the cases below the user should consider executing a Refresh manually or with the help of
Diagrams Options settings.
For referenced data in other elements In the case of an update in the catalogue database an
annotation using the syntax [SPREF.CATR.PARA(1)], it will
not be automatically refreshed. The user will have to
manually use the Refresh command to see the update on
the drawing.
For drawings that are currently not open These will either have to be manually refreshed after
opening, or the Refresh drawing on opening setting in
Diagrams Options should be used.
For Pseudo Attributes These will not be automatically re-calculated and refreshed
if any data they depend on is changed, the refresh has to
be done manually by the user to see any updated values
using the pseudo attributes.
5.13.2 PML1 Expressions
PML1 expressions should be enabled by setting Parse for PML1 expressions in annotations to True from
Annotations settings in Diagrams Options, and always be enclosed with curly brackets { }. The usage of
native square bracketed attribute references within PML1 expressions is also supported. In such case the
square bracketed attribute references are resolved first, and then the PML1 expression is parsed.
The dot notation can be replaced by the of word in PML1, i.e. instead of {AFTER([owner.name],/) it
could be used {AFTER([name of owner],/)
The attribute presentation notation can be applied to the following:

Attribute Presentation Setup (In Diagrams Options and in Import Shape Wizard)
Shape Text attribute
Label annotation fields

Using the PML1 expression {STR(abor)} provides the arrival bore

value, {SUBST(name,2)} uses the substring function to provide the
part of the name of the element starting at the second character
which will give the name from second character.
It is possible to achieve the same result using either the native

notation or the PML1 expressions where applicable; i.e.
RED[\n]{STR(para1)} x {STR(para2)} will display the equivalent to
RED[\n][spre.catr.para(1)] x [spre.catr.para(2)]
The notation can also be a result of a PML1 expression. For more information about PML1 functions
please see Software Customisation Reference Manual, PML1 Expressions
To get a particular element from an attribute of array type, use a (number) notation. i.e.,
owner.diaref(1). The enumeration of elements is 1-based. The (0) string will give all elements of the
array. To reference an array element in PML1 expressions, use the attribute name followed directly by
a number, i.e. ppbo2
5.14 Refit
In case a bore size inconsistency has occurred, the Refit function can be used. This can happen when a
reducer is inserted and the Propagate autofit setting is set to False in Diagrams Options.
Select the first branch so the vertexes are highlighted and right click, select Refit from the context menu.
The branch sizes including fittings are now propagated.
Depending on the propagation settings in Diagram Options, this will propagate downstream to a varying
degree. Also if the branch is connected to equipment nozzle this will have to be changed manually using the
right click context menu and selecting Nozzle Specification unless stated otherwise in Diagrams Options.
The Refit can also be activated by selecting

Dimensioning > Refit from the Home tab

5.15 Resize
In case the user would like to change the leave bore or branching bore on an existing shape, the Resize
command can be used. Using the same worked example, right click and select Resize
The user will be prompted to make the appropriate choices

for the elements where there is more than one sizing is
available.
In the above example specification search was used. If specification search is not used, the list will not
contain any predefined values, and the rounding will not occur
The Resize command can also be activated by selecting

Dimensioning > Resize from the Home tab
Resize can only be done at the start of a branch, at
branching components such as tees and size-changing
components like reducers. All other components will
obtain their size from upstream components in order to
keep the dimensional consistency of the data model
depending on the propagation settings

5.16 SpecSearch
If the user wants update the values of SCSTYP, SPREF or PSPEC attributes of a design element using the
questions and answers in the catalogue, then SpecSearch function will help to complete the missing values
using existing information.
Having selected an inline element, select Dimensioning > SpecSearch. The SpecSearch function will
dismiss any spec selection already made and re-do the spec search. This can be useful if there for instance
have been changes to the specification which would result in a different SPCO being chosen from the
catalogue. If some data on the item which was relevant to the selection of the specification reference has
changed, the selection mechanism can be triggered using SpecSeach function.
5.17 Reverse Direction
By using the Reverse Direction command, the direction of valves and fittings can be changed. Select the
valve or fitting so that the vertexes are highlighted, then right click and from the context menu select
Reverse Direction. The valve or fitting is flipped graphically and also in the Shape Data window the Arrive
and Leave points have swapped.
Reverse Direction only works on valves and fittings, which are

Visio 2D shapes. In case the user wants to reverse the direction
of a tube segment, which is a Visio connector, the standard Visio
Reverse Ends command can be used. This command can be
selected from the Orientation > Reverse Ends command in the
Shape context tab when a tube element is selected. An
important difference between these commands is that Reverse
Ends changes the flow direction, while Reverse Direction does
not

5.18 Reverse Direction of a Branch
By using the Reverse Branch command, the direction of a branch and in-line components owned by the
branch can be reversed. Select any tube or in-line components of the branch that requires reversing then
right click and from the context menu select Reverse Branch. The tube components and associated flow
arrows will reverse their direction graphically and the components will be re-ordered in the Schematic
Explorer to show the changes.
Below is an example branch before the reverse of flow:
Then after the reverse has bee n applied, the result is below:
Note that the bypass shown here is not affected by the reverse procedure as this is a separate branch,
this can be reversed independently if required
Inline parts can be defined as directional components. This means that the shape will be always
adjusted to flow of the branch. When such shape is inserted in tube, application will check if its
orientation is corresponding with main flow and automatically reverse direction of the component if
needed. Such shapes can be used i.e. to represent non-returning valves. For more information on
symbol creation please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-
3534) Training Guide

If the branch being reversed contains an off page

connector, the following message will be displayed:
Clicking Yes will reverse the branch on the page that the user is currently viewing in the same way as
above. The off page connector will be converted in the schematic explorer from its previous type, i.e. an
incoming is converted to an outgoing off page connector type or the other way round, however the symbol
on the drawing will not be affected. The connection to the branch on a separate sheet will be removed.
To complete the procedure, the previously connected line on the separate sheet should be reversed in the
same way and then the off page connectors should be re-connected. The symbols can be edited on the
canvas if required or deleted and a new off page connector symbol can be inserted.
5.19 Insert Cad Drawing
AVEVA Diagrams relies on the standard

Visio function Insert CAD Drawing for
the background drawings.
From the main pull down menu select

CAD Drawing from the Insert tab, the
Insert AutoCAD Drawing form
appears. Navigate to the required
drawing to insert and then click the
Open button.
It is recommended that the

AutoCAD drawing should be
inserted onto a new Background
canvas and then made visible
through the Options > Page
Setup form using the Page
Properties tab via the Project tab
5.20 Import Background (Marine only)
The user can import drafting drawings as a

background page and use them to position the
elements of a drawing in AVEVA Diagrams.
Choose Import Background option from the
Tools tab and select the drawing from the list on
the left hand side with its preview shown on the
right.

Before clicking the Import button the user can click the Options button to modify the preferences for Import
Options and Imported View Types which allows the user to set what kind of view type will be imported.
Colour Allows the user to choose a custom colour

for the imported drawing.
Keep dimension Determines whether the dimension objects
will be imported or not.
Keep hatching Determines whether the hatched objects
Keep points Determines whether the point objects will
be imported or not.
Keep symbols Determines whether the symbol objects
Keep text Determines whether the text objects will
be imported or not.
Position Allows the user to determine the position
of the imported drawing. If Original is
selected the drawing will have exactly the
same position as it has in main drawing. If
Center is selected the drawing will be located at the centre of the page. If Fit is
selected, then the drawing will be resized to fit to page.
By clicking the Import button the import procedure will start. The progress bar that is displayed during that
operation contains information about number of views, sub-views, components and total geometries that
was imported.
When the import is successfully finished a new background page will be added to active page which will
contain the imported items and the Message log will display a summary. To remove the imported item(s),
the user can delete the relevant background page. The PinX/PinY attribute of the equipment shape is a point
that will be transformed to 3D position and the position attribute of all equipment items on the drawing will be
automatically set according to their position with respect to the view imported.
If there is more than one symbolic view imported in the same drawing the closest one will be
considered
The imported view will appear as a locked shape in the appropriate background page.
Using the right click context menu of the background shape the Lock option can be
unchecked to modify the size, orientation and scale of the shape.
It is recommended to lock the background shapes once finished to avoid accidental

modifications
The list of imported view items in the current document is available in Intelligent Background toolbar which
could be activated using the right click context menu from the toolbar area.
The toolbar contains information about view name in the List of Views dropdown list,
view plane and offset in the Cut Plane and Offset fields. More details about selected
view could be seen by clicking View Properties button. The View Properties form will
be displayed and the relevant view will be highlighted on the drafting canvas.

Options un the View Properties form allow the user to change view name and set offset in one direction in
case if the view is orthogonal.
The 3D position is calculated based on a 2D drawing, thus one dimension is taken from cut plane and
the user can change it using the Offset textbox
5.21 Export as DWG or DGN
There is a function to export an AVEVA Diagram and the

attributes of the items on the diagram into an AutoCAD file
format (.dwg). This is done using the DWG Export or DGN
Export which is found on the Project tab, under the Import
And Export > Export sub menu.
The Dwg export form has three tabs; Settings, Lines Map
and Layers
The Settings screen is used for specifying the location, file

name of the output file and the AutoCAD version it should be
saved as. It is also possible to determine the units of export
using this tab.
If the a diagram has several pages, the Dwg export will

only export the current page that is being viewed (or a
section of it)
Line styles can be mapped from AVEVA Diagrams style to an

AutoCAD line style. New mapping can be added using the
New button and an existing mapping can be removed using
the Delete button.
There is also a Default drop down list in this tab where a

default line style that can be applied, so if no mapping exists
for an AVEVA Diagrams line style then the default AutoCAD
line style will be used.
To change the default mappings use the drop down lists available on each of the line types. The AVEVA
Diagrams (Visio) line type can be selected on the left and then matched to an AutoCAD line style on the
right hand side.
If an AutoCAD line style is not available in the list then the Refresh icon can be used which will re-read
the Diagrams.lin line styles file, available in the installation location which is referred as %PDMSEXE%
Colour, Line Width and Line Pattern

can be modified using the layer
information of the shapes from the
Layers tab. The list of layers will be
populated from the current
diagrams available layer list.
If the ByLayer checkbox is ticked, every shape that belongs to that specific layer will have the
corresponding property set in the output file to the setting given next to the ByLayer checkbox.
If a layer is not available in the list then the Refresh icon can be used

Once the required settings on all tabs have been selected, the Save button at the base of the form can be
used to save the settings. These settings are stored in DiagramsCadExport.xml file in the defaults folder
which is referred as %<PROJ_CODE>DFLTS%/Diagrams or %PDMSDFLTS%/Diagrams. To overwrite the
current settings with those that have previously been saved, use the Load button.
Once the settings and line mappings are set use the Export button to create the AutoCAD file. The file will
be created and saved in the specified location. Click Dismiss button to close the form.
The DGN Export form is similar to the DWG Export. In addition,

the user can select a seed file, display the attached libraries
including line type and font libraries. The user will then need to
map the fonts and levels if required.
5.22 Excel Import and Export
The Excel Import and Excel Export facility allows user to import and export of Excel Workbook files to and
from database. Excel Import can be reached from the Project tab, under the Import > Excel Import Wizard
and similarly Excel Export can be reached from Export > Excel Export Wizard submenus or via the
Manage tab for the Excel Import Wizard and Excel Export Wizard
Where an Excel file is used for an import, the file may contain multiple worksheets. Each worksheet may
contain different element types. The worksheets which will be imported may be selected. Columns in a
Worksheet may be mapped to corresponding attributes in the database. Owner/Member relationships
between elements in each worksheet may be defined by providing a column to represent the OWNER
attribute in the child element worksheet.
Prior to an import, a summary listing of the changes to the database that the import will result in will be
displayed. All, or a selection of these changes may be accepted, and the import run. The import may also be
cancelled without changes being made to the database.
Where an Excel file is generated by the export tool, the element types and the attributes of those elements
which will be included in the export may be defined. Each element type included in an export will be
exported to its own named worksheet in the generated Excel file.

If a round trip of exported data is required, then key attributes required to maintain element identity,
such as REF and NAME need to be included in the export. For creating new elements using import,
OWNER attribute needs to be included in the imported file
The configuration defined for an export or an import may be saved, and used again. A single configuration
may be used for the export and import of a workbook layout.
For more detailed information on Excel Import/Export please see the AVEVA Schematic Model
Manager (TM-3541) Training Guide
5.23 Find in Drawing
The Find in drawing toolbar helps

user to navigate to a specified type
of element within the given criteria.
From the toolbar, select the type
from the pull down list, this filters the search to a specific
element to narrow the results and also supplies information for
filling the Attribute List. Using the appropriate operator the desired value can be keyed-in to the Value Field.
The available operators are Equals, Greater, Less, Not Equal, Greater and Equal, Less and Equal
Whilst Find is being processed the Select / Highlight or Zoom to options can be used.
Find The user can define the behaviour of Find action clicking
Find and Select or Find and Highlight buttons.
Add to current Selection / Highlight When active, the elements found will be added to the
selection on the drafting canvas. If no item is selected then
the elements found will be the first element for multi
selection.
Select / Highlight in current selection Enables the user to determine the search area by making a
selection of elements. When active, the Find operation will
be processed only within the graphical selection.
Zoom to When active, the element found will be centred in the drafting canvas.
Search for When active searching will be filtered by Defined shapes only or
Undefined shapes only. The user can also select Undefined and
Defined shapes to search all the elements.
History The History icon stores all the find queries made in the current
session. The History list can be cleared by selecting History > Clear
History


CHAPTER 6
6 Diagrams Rules, Diagram Pre-Release Checks and Release Status
6.1 Diagrams Rules
6.1.1 Consistency Check
It is recommended that the user should check their design after a reasonable amount of design. To avoid
bore size inconsistencies, connection errors and consistency between the drawing and the database the
user must check the schematic design before releasing items to 3D.
The Consistency Check command can be executed on a single shape, several shapes or on all shapes in
a drawing. This function will perform two kinds of checks on the selected items. It will check the consistency
between the drawing and the database as well as performing an engineering check.
The Consistency check can be activated either from the Home tab via the Consistency Check button or by
right clicking and from the context menu selecting Consistency Check.
or
Once the Consistency Check has been activated the Consistency Check Result form appears showing any
inconsistencies. Inconsistencies are classified as Errors, Warnings and Informational messages as indicated
by the status icon.
By clicking on each line in the Consistency Check Result form, the corresponding shape will be highlighted
in the drawing. In case the shape is not visible in the current view, the system will automatically pan and if
necessary zoom out to make the entire shape visible. The system will also attempt to bring back the drawing
to a consistent state against the database in case any inconsistencies have been detected. This normally
means that non existing database shapes will be disconnected or undefined in the drawing. No automatic
updates will be done to the database.
A summary of the consistency check result can also be seen in the Message Log. In case no
inconsistency is detected, the Consistency Check Result pane will not appear
In the Consistency Check Result form, right clicking will activate a

context menu. Using this menu the user can Hide, Unhide all
inconsistencies or Export to text or Excel file

The application of the consistency rules can be altered via the Tools tab. It is possible to select which rule
sets to be applied when a consistency check is executed using the drop down list in the Execute Rules
section.
Apply on Events function can be turned on and off using the first icon in Consistency
Rules section. Based on the settings in the individual rules and those set in the
Diagrams Options, the consistency rules will be applied whenever certain actions are
carried out on the drawing itself or items on it.
The messages displayed in the Consistency Check Result Form can also be filtered
via the relevant check boxes in Consistency Rules section.
Additional options regarding the use of the

consistency rules can be accessed from the
Diagrams Options, via the Project tab.
6.1.2 Auto Formatting Rules
Auto Formatting Rules allows the user to enable the attributes of an item to control the format and
presentation of the item on the diagram.
The application of these rules are carried out using the Formatting Rules option in the Execute Rules
section of the Tools tab.
The drop down list can be used to specify the rule set(s) that should be applied. Then clicking the Apply
rules icon will apply the formatting changes to the drawing.
Apply on Events function can be turned on and off using the first icon in Formatting Rules section. Based
on the settings in the individual rules and those set in the Diagrams Options, the auto formatting rules will be
applied whenever certain actions are carried out on the drawing itself or items on it.
The Zoom to function can be turned on and off using the next icon, if this is turned on before the rule is
applied; then the screen will adjust to show all the items that have had their formatting changed on the
current drawing page.
Undo Formatting icon will undo any formatting that has been applied using the rules and return the drawing
and all items on it back to its original formatting.

Additional options regarding the use of

the auto formatting rules can be
accessed from the Diagrams Options,
via the Project tab.
Autoformatting rules are stored in DiagramsAutoFormattingRules.xml file in the defaults folder which is
referred as %<PROJ_CODE>DFLTS%/Diagrams or %PDMSDFLTS%/Diagrams
For more information on Diagrams Rules please see the AVEVA Plant and AVEVA Marine (12.1)
6.2 Highlight Changes
The user can compare the changes made to a schematic element using the Highlight Changes command
from the right click context menu.
Latest will automatically pick last two database sessions to compare

Choose Sessions will display dialogs for selection of a diagram element and two database
sessions and/or database stamps
Delete the shown valve and save work. This will allow the system to create a new SVG file which is required
to display the changes between the two sessions.
If a diagram is present only in a single database session or there is no SVG file to compare, the following
message will be displayed up on choosing the Latest option.
Clicking OK button will begin comparison of the selected

diagram if the Latest option was selected. For Choose
Sessions, the Select Diagram and Sessions to Compare
dialogue box will be displayed. This form allows for selection
of the diagram element and two sessions and/or stamps
from the current database.

Clicking the button next to Diagram Element will display the Select Diagram Element dialog, and clicking
the ... button next to Target Session or Base Session will display the Select Session dialogue.
Clicking OK button will begin the comparison process, and load the resultant diagram and comparison
results in the add-in window. When a diagram contains multiple pages, each page will be loaded in a
separate tab within the add-in window.
In case the base session selected is higher than the target session, clicking OK will display the error
message shown below.
On completion of the comparison process the Change highlighting in Diagram window is displayed as shown
below.
The context sensitive tab contains icons and controls for performing various tasks.
Open Clicking this icon will display the Select Diagram and Sessions to
Compare dialogue for starting a new comparison.
Refresh This will redo the comparison, and update the results. It is mainly
useful when the comparison is made using the Latest option.
Print Diagram Displays the printer selection and preferences dialogue.
New Elements If there are new elements present in the target version, they will be
highlighted using the New Items Added colour setting, on clicking
this option.
Deleted Elements If there are elements that exist in base version, but deleted in target
version, they will be highlighted using the Items Deleted colour
setting, on clicking this option.
Modified Elements Elements whose attribute values differ between the target and base
sessions, are highlighted using Items Modified colour setting, on
clicking this option.

Zoom In Zooms in to both views.

Zoom Out Zooms out in both views.
Zoom to Fit Fits the diagram to viewer window, maintains aspect ratio.
Auto Zoom When this option is selected, selecting an element in the Schematic
Explorer or comparison result grid, will zoom the diagram to display
that element automatically.
User Settings / Default Settings Unless a user specific or project specific mapping has been saved
using Attribute Configuration dialogue, Default Settings which is
supplied with the application will be the only option available.
Attributes Clicking this icon will display the Attribute Configuration dialogue
shown below. This dialogue contains a drop down list with element
types available for comparing objects in the diagram. Include All
button will select all the attributes for the selected element type,
and Exclude All button will de-select all the attributes for the
selected element type. Alternatively, individual attributes can be
selected or de-selected by changing status of the check-box from
the Include in Comparison column in the respective row. Modified
configuration needs to be saved as a user preference or project
preference, which will become the default, and appear in the
Attribute Compare Configurations drop down list after clicking OK
button.
After changing the mappings, the user needs to click on

the Refresh button to redo the comparison using modified
mappings
Highlight Colours Clicking this icon will display the Highlight Colour Configuration
dialogue shown below. Clicking in the Colour column in any of the
rows will display the Colour Selector dialogue. Selected colour will
be used for highlighting respective elements on the diagram.
Highlight Tubing This option will enable the highlight of the changes to the tubing
items where applicable.
When the user selects an item from the Diagram Viewer this will be automatically selected in the grid
viewer provided that the clicked item is listed in the grid view
It is possible to view the diagrams existing on the database which might have been imported previously,
i.e. via AVEVA Plant or AVEVA Marine Schematic Model Manager. When the user tries to open this
type of diagram there will be a prompt asking whether to view the SVG file instead in the Diagram
Viewer. It will also be possible to navigate between the OPC elements if they are connected

Status bar in the add-in displays the status as a progress bar while loading the comparison results,
otherwise Ready; Diagram Name; Page Number; Base Session and Target Session details i.e. DB
number, Session number, Date and User
6.3 Item List
The Item List contains lists of the items on the current page of the diagram drawing. These are arranged on
different tabs according to their type. The Item List can be shown by using the Item List from the View tab.
The Item List is synchronized with the drawing, so that any items added to the current drawing page or
removed from the page will be immediately reflected in the Item List.
When drawings with many items are being worked on, the automatic synchronization between the
drawing and the Item List might lead to a noticeable delay in some situations, depending on the
computer performance rating. In case this happens, the automatic updating can be turned off by setting
the System configuration > Item List > Automatic updating default setting in Diagrams Options to
False. Then the Item List can be refreshed manually by using the Refresh Item List command on the
right click context menu
The Item List features a right click context menu that contains the
same item specific commands as in the Schematic Explorer as well
as some presentation options such as Export List to Spreadsheet,
Show group panel, Show Filter Row, etc.
When items are selected in the drawing, they will also be selected in the Item List and vice versa. This
behaviour can be turned off by setting the Connect Item List with Drawing default option to False in
Diagrams Options.
In the Pipe inline components tab, Tube elements are by default not shown in the list. It is however possible
to turn on the display of Tubes by changing the Diagrams Options > System configuration > Item List >
Tube/Duct visible default setting to True.

6.4 Status Control
The Status Control allows the user to control and report on the status of individual elements as they
progress through their lifecycles. It can be applied to any model objects, e.g. schematic components,
equipment, drawings, etc. It can be expressed in a variety of ways, i.e. Approved for Construction, 80%
Complete, Work Started, etc.
The desired project configuration is created by administrators as Status Definitions in Lexicon. It is applied
to model objects by end users in any of the constructor modules using the Status Controller.
The Status Control data model defines a workflow as a status definition owning a set of Status Values.
Individual model objects reference the status value via a status link object as shown below. The status link
objects are distributed globally with the model objects they refer to. They are not visible to the end user, but
the status data is available as pseudo attributes.
Schematic Database (Diagrams) Dictionary Database (Lexicon)
Globally distributed with

model objects
Status Link World
Status Link Status Definition

Element Ref
Status Value Ref
Comment: Text
Diagram /TRA_Diagram
Pseudo Attribute
Design Status Value: Work Completed
Design Status Number: 40%
Status Value
Please Note for clarity purposes the Status Definition and the Status Value above are shown as they
appear in the MTP project. This is applicable to SCDIAG element. In Plant, a similar example is used
for SCPLIN element which is shown below as it appears in the Diagrams module

6.4.1 Activating the Status Controller
From the Manage tab select Status Controller, the Status Controller form is displayed. From the Status
layout Pull down list select New Layout
The Select Status Columns form is displayed. Select the check boxes that
are required to be displayed and then click the OK button (The Plant and
Marine Status structures are shown).
The user will be prompted to set the scope for the items to be displayed in
the selected status profile. If required, a selection could be made via the
Reference Browser using the Add button.
The Default Status Profile form will be displayed showing all the elements
according to the controllable element types set in Dictionary Database. The
scope could be set at any time using the Set Layout Scope icon on the toolbar.

6.4.2 Status Control Toolbar
Set Layout Scope
Save Status Layout
Promote
Demote
Edit Status
Remove Status
Status History
Statistical Report
Select CE in grid
Select CE Members in Grid
Select Graphical Selection in Grid button is not enabled in AVEVA Diagrams
6.4.3 Changing the Elements Status
From the Default Status Profile List select the element(s) that require their status to be changed and then
right click and select Edit Status from the context menu. The Status form is displayed, from the Status
section of the form use the pull down list to select the next status transition i.e. Work_Pending and then click
the Apply button.
Until an initial status value is set against an element the Promote and Demote commands are not
activated
Once the initial status value has been set the Promote and
Demote commands are available either from the right click
context menu or the Promote and Demote icons. This
allows the element to promoted or demoted in the sequence
of the valid transactions (one sequence at a time).
If the Edit Status is used, more than one valid

transaction may be selected

6.4.4 Removing Status
If the status is removed from the element, this will reset the element back to
its original state i.e. Not Controlled, the Remove Status command is
available either from the right click context menu or the Remove Status
icon.
6.4.5 Status History
The Status History shows a full history of the element / elements as they
have been promoted and demoted through their life cycle. The Status history
form displays Session, Date, User, Element, Event, Status Definition, Status
Value and Comment fields. The Status History command is available either
from the right click context menu or the Status History icon.
If the user right clicks on the Status History grid a context sensitive menu will appear, this allows the user to;
Refresh This will refresh the Ststus History list to show

any updates since the form was original
opened.
Export to Excel This allows the user to export the Status
History list to Excel.
Print Preview This allows the user to see a print preview
prior to printing.
6.4.6 Statistical Reports
The Statistical Reports allows the users to see a graphical representation of an element or a number of
elements. Highlight the element(s) from the Default Status Profile grid then either from the select Statistical
Report from right click context menu or click the Statistical Reports icon.

The Statistical Report is displayed.
The graphical representation of the report can be changed by right

clicking on the Statistical Report, a context sensitive menu will
appear, select Chart Type > Bar Chart. The Graphical
representation of the report is changed to the newly selected chart
type.

The other options on the context sensitive menu are as following.
Chart Legend This allows the user to move the chart legend in the graphical
report either to Left, Right, Top, Bottom or turn it Off.
Print This allows the user to print the graphical report

Save This allows the user to save the graphical report to an .xml file
Load This allows the user to load a pre-saved graphical report back from an .xml file
Refresh This allows the user to refresh the contents of the graphical report to show any updates
since the report was originally updated.
6.4.7 Graphical Representation Examples
The following graphical representation styles are available for statistical reports.
Bar Chart Bar Chart 3D Cylinder Bar Chart 3D
Stack Bar Chart 3D Cylinder Stack Bar Chart 3D Column Chart
Column Chart 3D Cylinder Column Chart 3D Stack Column Chart 3D
Cylinder Stack Column Chart 3D Pie Chart Pipe Chart 3D

6.4.8 Additional Graphical Report Features
Once the graphical report has been generated, there are some additional features available. If the user
selects the portion of the report and then right clicks, a context menu appears, which allows the user to;
List Elements This displays a list of elements from the graphical report that are at this
status value
Add To My Data This will add the elements at this status value to the My Data form as a new
collection
Add To 3D View This will add the elements at this status value to the graphical 3D view in
AVEVA Plant Design or AVEVA Marine Outfitting modules
Edit Status This allows the user to edit the status of the elements at this status value to
either promote of demote the status
Status History This will display the Status History form
6.4.9 Saving a Status Layout
Saving a layout allows the user to save the current layout and then activate this if required from the Status
Layout pull down menu. Click the Save Status Layout icon, the Save Layout As form appears, key in
Diagram_Status and click the OK button. The saved Status Layout is now visible in the Status Layout pull
down menu.
If a status layout is to be removed then this needs deleting from the

C:\Users\<user_name>\AppData\Local\Aveva\Pdms\<Project_Name>StatusGridProfiles folder

6.5 Releasing Information to 3D (Overview)
To support the workflow between diagram draftsmen and 3D model designers, AVEVA Diagrams includes
some functions to manage the release of information to 3D. These are as follows:
Setting the release status.

Highlighting and visualizing release and link status.
Warnings and restrictions for released and linked items.
AVEVA Diagrams supports a release status that can be set or re-set through the application and acts as a
flag to the 3D designers that the diagram data is now complete and approved and can be used as a base for
3D modelling.
The release status can be set on database items in a flexible way, among these is to set the release status
for all items in a diagram. However, the diagram document as such does not have a release status and will
not be managed in this way.
The release status is represented by the RESTAT attribute in the database. A value of 1 means that the item
is released and a value of 0 means that it is not released.
The diagram documents are made available to 3D design users as SVG files. Each time a diagram
document is saved, a corresponding SVG file is created in addition to the Visio file depending on the
Diagrams Options. This can then be used for viewing the diagram without the need for having MS Visio
installed. The SVG file name can be found by querying the NVIEWF pseudo attribute on the SCDIAG
element.
It can be changed the save work behaviour via Create SVG on Save Work setting in Diagrams Options.
The settings now can be;
Create SVG on Save Work set to Always: Each time that Save Work is
executed SVG files are generated
for every page of the diagram. It
doesnt matter whether the
diagram has elements released to
3d or not.
Create SVG on Save Work set to For data released to 3d only: Each time Save Work is executed
SVG files are generated for each
page of the diagram that contains
data released to 3D. For every
page that does not contain
released to 3D data a dummy
SVG file is being created.
Dummy file is just an empty file
with some basic parameters so the
diagram data is possible to load to
the AVEVA Schematic 3D
Integrator without errors.
Create SVG on Save Work set to Never: SVG files are never created when
save work executed. However if
the diagram contains released to
3d data a warning message is
displayed in the message log.
Alternate ways of creating SVG files could be;

Batch Job > Update Diagrams command in Tools tab.
Release command in Home tab.
Once items within a drawing have been released to 3D each time the Save Work command is initiated
an SVG file will be automatically created, this can lead to slower saving times

6.5.1 Setting the Release Status
Setting the release status can be done in a number of flexible ways, i.e. by right clicking on items in the
Schematic Explorer or using the shape right click context menu. Also, the user can set the release status by
selecting one or more objects in the drawing and using the Release command.
From the Home tab click Release command; the Set Release Status (Diagram Context) form appears. Tick
the boxes for which elements are to be released, enter a comment and then click the Set Status button.
By right clicking on the drawing background then selecting Set Release Status from the right click
context menu will view all items on all pages in the current drawing.
To release a diagram page by page, the Release Diagram to 3D command via the Project tab can be
used. On extract databases the Flush Extract checkbox will become available
If the Set Release Status form is activated

again, the elements will display a released date,
user, etc.
The user can place a comment only for

the items which are changed in the same
release process by using the Apply
comment only for changed elements
checkbox

6.5.2 Visualize Release and Link Status
Open the diagram which the elements are released, then select Release > Visualize Release and Link to
3D Status from the Home tab. The items that are released in the current drawing page will be highlighted or
selected.
The Visualize Release and Link to 3D Status form appears, here the user can visualize what is released and
what is not released in the diagram and also if they have a 3D object linked.
If the user tries to change an element that has been released, a 3D model release warning form appears. If
the user clicks OK, the modification will be applied to the item and the release status will be reset. If the user
wants to release the item to 3D again, they will have to use the Set Release Status function again. If the
Cancel button is clicked, no changes will be done.
Once the visualisations complete the user can reset the highlight by clicking the Reset Highlight icon from
the title bar.

6.6 Compare/Update
6.6.1 Compare/Update with AVEVA Instrumentation or AVEVA Electrical
The Compare/Update form can be only used to update or compare attribute values for schematic elements
against data held in AVEVA Instrumentation, AVEVA Electrical, Engineering and Design Database where
appropriate. This form is reached by selecting Compare / Update / Link > Open command from the
Manage tab.
The Compare/Update form will be displayed horizontally docked, and initially empty.Select the data source
from the Compare / Update context tab.
Select the appropriate source and click the Login button if required.
6.6.2 Instrument Tag and Loop Matching
Instrument tag and loop matching uses the following criteria;
If Schematic Database instrument data has previously been imported into AVEVA Instrumentation,
the Schematic Database references will have been stored in AVEVA Instrumentation. If available
these will be used as the first attempt to match.
If AVEVA Instrumentation data has previously been imported into the Schematic Database, and the
integration UDA (:pmg-sch-ai) was available, the AVEVA Instrumentation database references will
have been stored in the UDA. If available, these will be used as the second attempt to match. If the
UDA is not available this step will be skipped.
If the first two attempts have not generated a match, the third attempt will match on the default
criteria of Tag or Loop as appropriate.
For more information on integration UDA please see the AVEVA Plant and AVEVA Marine (12.1)

Select the appropriate AVEVA Instrumentation Project and click the Select button. If attribute mappings
have previously been set up the compare process will start automatically.
If the element filtering has not been set up, the user will be prompted to do this now.
A filter that was previously saved will be applied to the data being read from AVEVA Instrumentation. If
the filter prevents the display of the Instrumentation data, modify the Filter settings, then click on
Refresh in the toolbar in order to proceed with the compare process
Filtering controls which elements are to be made

available to Compare/Update, from the relevant AVEVA
Instrumentation project, as it might be useful to limit the
number of rows displayed in the grid when a large
number of Instruments and Loops are present in the
AVEVA Instrumentation project.
Click on Add Filter label link to add a row then select

the attribute, operator and value. The available
operators will be appropriate to the data type of the
selected attribute.
Click on OK button to save the filter. To delete a filter,

select the row and click on Delete Filter link label.
Multiple filters will be joined with AND when generating the query
Options, filters and attribute mappings are automatically saved in the folder
C:\Users\<user_name>\AppData\Local\Aveva\Diagrams\12.1\SchematicInstrumentationAddin

To re-read the data from AVEVA Instrumentation and repeat the compare process, according to the attribute
mapping and filtering settings click the Refresh button in the toolbar.
6.6.3 Display of Comparison Results
Although every effort has been made to show a consistent set of data, for demonstration purposes
there might be deviations from the actual items shown in this chapter
Once the attribute mappings and filters are set as required the results of the compare process will be
displayed in the grid. The Instruments or Loops tab lists the matches with the total number of changes
available for each item. The user can select Instruments or Loops in the toolbar to display either category's
data in the grid.
The Attribute Details tab lists the individual attribute differences for each selected instrument or loop.
Attributes could be also viewed in a split view using the Side-by-Side View command from the Actions tab.
In the example below, the element selected in the AVEVA Instrumentation database does not exist in
the Schematic database yet. This is shown as not matched with a No in the Matched column
When the Instruments tab displays the instruments retrieved from AVEVA Instrumentation with comparison
against the Schematic database, the following columns are displayed by default;
Accept displays check boxes showing the current choice for how data will be
updated.
TagNo displays the items Tag No information taken from AVEVA Instrumentation.
Matched displays whether an object in AVEVA Instrumentation is matched against
an existing object in the Schematic Database. If there is no matching object
in the Schematic Database the row will be greyed out.
Matched Against lists the type of matching object in the Schematic Database
Number of Changes lists how many attribute changes are available for update.

Changed Attributes displays a comma separated list of the attributes which

have changes available for update.
Attributes displays a comma separated list of the attributes which have changes
to be Updated available for update and which the user has chosen to be updated.
Only selected and mapped attributes are considered for comparison. Unmapped attributes are not
considered even if there may be mismatch(es) between them
Accept All check box in the toolbar can be used to accept or reject all available changes on all objects
compared. Similarly the Accept check boxes in the Instruments or Loops tab can be used to accept or reject
all available changes for individual objects. For individual objects, use the Accept check boxes in the
Attributes Details tab to accept or reject individual changes.
Selecting one or more rows in either tab will automatically select all the corresponding rows in the other tab,
and will set the current element to the first instrument or loop in the selection. Selecting an object in the
Schematic Explorer will select the corresponding rows in the currently displayed tab if that object is available
for update in the tab.
Click Update Database icon to apply all the accepted changes to the Schematic Database.
The Update Schematic Database form will display the statistics from the compare process and the choices
made for accepting changes. Database elements to be created in the Schematic database will require the
appropriate level of hierarchy selected via this form, in the Select owner for section. In this instance, a
SCSEG element has been chosen to accommodate the creation of an inline instrument. Click Update button
to apply the update(s).
Once the update process is completed, the results summary will be displayed. The grid will be updated with
results messages and highlighted in the appropriate feedback colours.

If an update error occurs for a particular attribute, only that attribute will fail to update. Other attributes
on the same object will still be updated if possible.
After updating the database, the user needs to execute Save Work to save these changes permanently
to the Schematic database
Even if there are no attribute updates to be made, there may still be data updates for the AVEVA
Instrumentation database references resulting from the matching process
6.6.4 Settings
Using the right click context menu of AVEVA Compare/Update form on any column header, the user can
choose which columns are to be displayed and manipulate the order the columns shown. It is also possible
to export the contents of the grid to excel or to show a preview prior to printing.
Other options include enabling or disabling filtering, column summaries and sorting as well as changing the
feedback colours.
6.6.5 Compare/Update with Design Database & AVEVA Engineering
Select the Source from the list and then select the desired source group. The available groups consist of
Design Equipment, Design Instruments, Design Pipes, Design Piping Specials and Design Valves.
The mapped schematic and design types for each group are fixed, but engineering types depend on project
setup and so engineering groups will not be available unless their element type mapping has been defined.
The selected element types will be compared between the diagrams and the selected data source, and the
results will be shown in a grid with the previously described actions available for updating the schematic
database.

Dabacon elements are matched for mapped types. Design and schematic types are fixed for each source
group. Type mapping for UDETs is as per their basetype.
Source Group Design Schematic

Pipelines / Pipes PIPE SCPLIN
Equipment EQUI SCEQUI
Instruments INST SCINST, SCOINS
Valves VALV, VTWAY, VFWAY SCVALV
Piping Specials Piping BRAN members SCFITT
Excluding instruments, valves, ATTAs,
WELDs, and HVAC fittings
All Engineering types are UDETs with basetype ENGITEM, thus each source group can have one or more
UDETs mapped against it. e.g., the Engineering Equipment group may have :ELECEQUIP and
:MECHEQUIP both mapped.
For more information on Element Type Mapping please see the AVEVA Plant and AVEVA Marine
(12.1) Diagrams Administration (TM-3534) Training Guide
For valves and piping specials, only named elements are compared. Unnamed elements are
considered to be bulk items
By default, matching of all elements is by the Name attribute. The recommended alternative for matching of
pipelines to pipes is by key attributes, to support the one to many relationships where one pipeline (in
schematic or engineering database) may be modelled in 3D as multiple pipes. Key attribute matching uses a
combination of several attribute values to identify matching 3D pipes for a source schematic or engineering
line. i.e., several pipes may be matched to a single line according to their values for line number, bore, pipe
specification and duty. Key attribute matching must be setup using Advanced Configuration.
If elements have been linked, this takes precedence

over the rules for matching. Linked elements will be
treated as matched even if, for example, their names
have been changed so they no longer match
For more information on Linking please see the
AVEVA Plant and AVEVA Marine (12.1) Diagrams
Administration (TM-3534) Training Guide
Compare/Update utility can link matched elements when

both the source and target are on Dabacon databases.
The mechanism used is shared with AVEVA Schematic 3D
Integrator so that any links are consistent. To display the
Update Schematic Database form click Update
Schematic Database the icon.
Link inserted items checkbox will insert any unmatched

items and link them between the Schematic and Design
databases. Unless Update attributes for linked items
checkbox is checked the attributes of the newly inserted
elements will not be updated.

For the given source group of element type to be created under a schematic group, the user should select a
SCGROU elements using the browse button.
If any elements found matching, these could be linked using the Link matched items checkbox. Unless
Update attributes for linked items checkbox is checked the attributes of the newly linked elements will not
be updated.
If any elements found linked, these could also be unlinked using the Unlink selected items checkbox.
In all cases the Update Schematic Database form should update the statistical numbers according to the
settings made. After modifying the settings as desired click the Update button.
Database update results will be displayed and any diagram affected by this update will be listed. Click the
Close button.
The newly inserted element(s) should appear in the Schematic Explorer as shown.

6.6.6 Viewing Datasheets
For database items that are connected to an engineering or an instrumentation item, it is possible to view
the connected elements datasheet. For this option to be enabled, the schematic database item must be
linked to the engineering or instrumentation item which has an existing datasheet.
Below are a variety of places where the user can view datasheets.
System Explorer Schematic Explorer PBS Explorer
Diagram drafting canvas Compare / Update
Equipment context sensitive tab

Where applicable the user will be prompted to select the datasheet to be opened and it will be displayed in a
read only viewer.
6.7 Batch Job
By using the Batch Job command from the Tools tab, a selection of diagrams can be checked and printed
in one operation.
To the left, the contents of the database

can be navigated using the Database
tree tab and searched using the Search
tab. The only difference between this
and a general browser are that it
contains checkboxes for multiple
selections in the tree view. In the
Search tab view, multiple diagrams may
be selected by using standard windows
controls for selecting objects i.e. Shift +
Click and Ctrl + Click.

The * symbol can be used in the

Search function to return all the
drawings available
Items can be added to the selection in

the right side of the dialogue by ticking
the diagrams checkbox in the Database
tree and then click the Add button. The
diagram can be removed from the
selection section by clicking the Remove
button.
The selected diagrams can then be

checked against consistency and printed
by using the Consistency Check and
Print button at the bottom of the
dialogue.
It is also possible to execute Publish to AVEVA NET, Export to DWG and Export to DGN for multiple
diagrams functions from this form. The most recent or saved settings will be used for each operation
6.7.1 Batch Publish to AVEVA NET
Using the Batch Job form, it is possible to select diagram elements and export them to AVEVA NET
according to an existing publishing configuration.
Having selected at least one diagram element, clicking Publish to AVEVA NET button will process the
items and a message in the Message Log will be displayed.
Save work is needed before publishing to AVEVA NET using the Batch Job form
For more information about Publish to AVEVA NET Configuration see the AVEVA Plant and AVEVA

The result of the export can be

checked using the Windows file
system and AVEVA NET application.
6.7.2 Batch Export to DWG / DGN
Using the Batch Job form, the user can

export diagram elements in DWG or DGN
file formats according to an existing
configuration which could be modified via
File > Export > DGN Export / or File >
Export > DGN Export commands as
described previously.
Having selected at least one diagram element, clicking Export to DWG

or Export to DGN buttons will prompt the user to select an export
location. This location can be changed by browsing to a different path
or by creating a new folder as shown.
Clicking Export will process the items and a message in the Message Log will
be displayed.
The result of the export

can be checked using
the Windows file system
and suitable third party
applications.

6.7.3 Batch Consistency Check
By clicking the Consistency Check button, the Batch Consistency Check form will appear and will perform
a consistency check on the previously selected diagrams.
The result summary for each diagram is reported in the Errors, Warnings and Informational columns on the
Batch Consistency Check form. The progress for each diagram can be seen in the progress bar.
By using the Stop button, the consistency check function can be cancelled at any time
In case the user wants to investigate further any of the

issues found in a diagram when the consistency check
was done, it is possible to select the diagram from the
available list and click the Open Diagram button. The
diagram will then be opened in the background, and
after the dialogue is closed, the Consistency Check
function can be used to create a detailed report of the
issues with that diagram.
6.7.4 Batch Print
By clicking the Print button on the batch job form, a print dialogue form will
be shown. Change the settings to suit the diagram being printed and click the
OK button. All pages of all selected diagrams will be printed on the selected
printer.
In the Print form it is possible to select the following:
Which printer to use

Number of copies
Print colour as black
Printer paper size and aspect
Zoom settings

CHAPTER 7
7 Schematic Model Viewer
7.1 Overview
The Schematic Model Viewer allows the users to view the contents of the schematic model database
independently of the diagram layouts. It provides a continuous navigable view of equipment items and the
interconnecting piping networks, independently of which system they belong to or which P&ID they have
been drafted on.
The Schematic Model Viewer is implemented as a Common Application Framework (CAF) Add-In, meaning
that it can be hosted by different applications. The viewer will also require access to a SCHE DB as part of
the current MDB.
To start the viewer, the user will have to select an equipment item. This item will be placed at the centre of
the generated view and the system will automatically find all connections in the database and display each
connection as a graphical sub tree. Each sub tree is traversed through all branches until other equipment
items or branch ends are encountered. Branching points (such as Tees, Olets or 3-way valves) are
represented by a generic branching point symbol. The initially generated view will not extend beyond the
equipment items encountered at the end of the branches, but it is possible for the user to manually expand
and continue exploring along the schematic network. Equipment items are displayed using different icons,
selected by a set of customer definable rules.
7.2 Starting the Model Viewer
The Schematic Model viewer can be started in different ways, depending on the possibilities of the hosting
application. The user can click the New Schematic Model View icon in the Schematic Model Viewer
toolbar, select an equipment item in the Schematic Explorer or select an equipment item in the Diagram
Drafting canvas, right click and from the context menu select the Create Model View command.
For this example the New Schematic Model View icon is clicked from the Schematic Model View toolbar,
the Select Equipment form appears. Using the Database tree navigate to the schematic equipment element
and click OK button.
or
The Creating Schematic Model View progress form appears.

Once creating the Schematic Model View is complete, the schematic model view will be opened in its own
drafting canvas.
The automatically generated layout can be re-arranged by the user, simply by dragging the icons
around
For more information about the icon modification see the AVEVA Plant and AVEVA Marine (12.1)
7.3 Navigating Around the Pipework Network
From the Schematic Model View drafting canvas select the schematic equipment element to be centred on
so that the vertexes are highlighted. Now from the Schematic Model Viewer toolbar click the Center icon.
or
The view will be re-arranged to position the selected item in the centre.
Expand
By selecting an item and using the Expand command (available in the toolbar and
in the right click context menu), all connections to that item will be traversed and
expanded. This will generate a new schematic view.
Collapse
Items that have previously been expanded can also be collapsed, restoring the
previous state.

Show Inline Items

By selecting the Show Inline Items icon from the Schematic Model View toolbar,
the viewer will change into a mode where all inline fittings are shown. These will be
placed along the lines between the branching points. The branching points will also
be illustrated by an icon representing the kind of fitting it is, rather than the generic
branching point icon used when inline fittings are not shown.
In case the view will become too cluttered when viewing inline fittings, it can either be manually re-
arranged or the layout settings can be changed
Where the connector between the equipment items is reversible there will be
additional commands in the right click context menu so that the user can
reverse the source or destination link
7.4 Showing Attributes
Attributes can be displayed by right clicking on an item and selecting Show Attributes from the context
menu. The Shape Data form is displayed showing all the attributes.

7.5 Settings
By clicking the Settings icon from the Schematic Model Viewer toolbar, the Settings form will be shown. It
contains the following settings and options, of which could be saved to
%PDMSEXE%\SchematicModelSettings.xml using Save to defaults button.
Follow CE When this checkbox is checked, selecting items in the view will also
change CE (Current Element) to the current item accordingly.
Layout after hide When checked, the connection map will be redrawn each time the
user hides some connections' lines, elements or execute a
collapse.
Show connector text Determines whether the connector's lines should display describing
text.
Show inline This is the same as the Show Inline Items icon on the toolbar.
Show Arrow Shows the flow direction using arrows. The user can determine size
of arrows using drop down list.
Highlight color Clicking the browse button, this will display a colour palette to be
chosen for highlighted items.
X Distance Determines the space between elements in x axis.
Y Distance Determines the space between elements in y axis.
Display Text The text that is displayed on item. The

user can use square brackets to
evaluate an attribute value. i.e.
[OWNER.NAME]
Line Color Changes the colour of the lines for the
desired connection type.
Line Patters Changes the line patterns for the
desired connection type.
Line Weight Sets the weight of line for the desired
connection type.
Object Visibility Shows/hides desired element types.

The icons used to represent the equipment items, generic

branch points as well as the inline fittings are determined by a
set of user configurable rules which is stored in an XML file.
Schematic Symbol Settings tab displays the information from this
XML file.
For more information about the icon modification see the AVEVA Plant and AVEVA Marine (12.1)


CHAPTER 8
8 Generating Reports
The AVEVA Diagrams schematic database stores a large amount of 2D schematic information about each
diagram. The user can examine this data both graphically, in the form of drawings, or in text form, by
producing reports. This chapter describes the principles and practice of producing reports for the AVEVA
Diagrams application.
The user can produce a report by using the Visio report application or running a report template (Reports) or
one based on their own selection criteria (Quick Reports) from within the AVEVA Diagrams module.
8.1 Report Designer
The user can launch the Report Designer by selecting the Reports > Reports > Designer command from
the Tools tab. This will display the Report Designer with a new report. The user can use the data facilities to
produce new outputs or can use the existing templates. It is also possible to view previously saved reports.
For more information about the Report Designer please see the Reporting user guide in User
Documentation

8.2 Visio Reports
The user can generate a report of attributes from the data entered into shape Shape Data. i.e., the user can
generate an inventory report from the data stored with Pipelines and Equipment shapes in a general
arrangement layout.
All of the information needed to generate a report is saved in a report definition. A report definition
determines which shapes and attributes are included in the report and how the report is formatted. The user
can generate the Visio Reports by selecting Reports > Visio Reports command from the Tools tab and
browsing the existing report definition.
When the Reports form appears, navigate to the Browse button or select the required report already in the
window. After getting the required report, click Run
The Browse function will look for the report definitions saved in the *vrd format
When user clicks the Run button, the Run Report window appear and user gets to choose the report types.
They can be in Excel, HTML, Visio Shape or XML. Click on Visio Shape and the report will appear in the
drawings.
The report shape can be edited in

Microsoft Excel using the right click
context menu a shown.
When saving a report as a Visio shape in the drawing, select Copy of report definition to save the report
with the drawing, or select Link to report definition to keep the report where it is and link the drawing to
it. If it is planned to share the drawing with other users, select Copy of report definition so that others
can see the report

The .vrd file is saved and can be opened for modification via a text editor
For more information on creating Visio report templates please see the AVEVA Plant and AVEVA
8.3 Running a Report from a Saved Template
The user may already be familiar with creating a report by running a saved
report template. If not, try this introductory exercise. Select the Reports >
Standard Reporting > Run command from the Tools tab.
The user will see a Windows File Browser, navigate to the location of the
report templates, select the report template and click the Open button.
The Report Details form will be displayed. On this form the user will need to complete all required fields. The
information requested by this form is dependent on the settings of the Runtime Prompts form, defined during
the template creation.

The information required by this form is totally dependent on what has been defined within the Template.
Below are shown other questions that may be asked by the report template for certain Runtime Prompts.
Filename If user specifies a filename, the report will be sent to the given file in the current directory. If
the user leaves this field empty, the report will be sent to the screen.
Hierarchy The user should specify the elements where report should start its searches using the
Hierarchy. The report will be produced for all these elements and elements owned by them.
If the user leaves this field empty, the report will be produced for all the elements in the
Schematic Worl*
Types The user should state all element types that are to be reported on. The report will be
produced for all the element type(s) given. If the user leaves this field empty, the report will
be produced for all the schematic element types.
With Defines the criteria that must match the elements before they will be reported on and might
be used as a filter. If the user leaves this field empty, the report will be produced with no
filter.
From Allows the user to specify where the search will take place. The Default is MDB
For more information on creating Visio report templates please see the AVEVA Plant and AVEVA
8.4 Quick Reports
The Create Quick Report form is displayed when the user selects Reports > Quick Reports command from
the Tools tab. This form allows the user to create reports with only basic formatting and this template cannot
be saved.
The user can enter a filename for the output of the report. To see the report on the screen, leave the File
text box blank, or check the Term check box, in which case any filename given will be ignored. If Term
checkbox is checked, a command window will be displayed to show the results of the report, unless there is
already a form currently displayed to which the results may be written to.

The options on the Create a Quick Report form are as follows:
Types AVEVA Diagrams element types can be specified. i.e., SCEQUI, SCCAB, SCTUB etc.
With This option is a way of narrowing down the report. Enter a PML expression i.e. Purpose EQ
TANK
Columns These are the AVEVA Plant or AVEVA Marine attributes to be output in the report. The
attributes the user specifies will be used as headings to the column. The user can enter
expressions, enclosed in round brackets. i.e., for the name, description and the first three
characters of the owner's purpose key in name desc (substr (purp of owner, 1, 3))
Hierarchy Enter the element or elements at the top of the hierarchy that user wants to report on.
Because the user can give a list of elements, they must enter the slash character before
each name, except for WORLD. i.e. /Training
Once the Create a Quick Report form has been populated with the required information, click the Apply
button when ready to generate the report.


APPENDIX A
9 Appendix A
9.1 Generic Types (Piping Components)
GTYPE A word attribute indicating the generic type of the Piping Component, selected from
the following.
ATTA attachment
BEND pipe bend
CAP end cap
CLOS closure
COUP coupling
CROS cross piece
DUCT ducting
ELBO fitting elbow
FBLI blind flange
FILT filter
FLAN or FLG flange
FTUB fixed length tube
GASK gasket
HELE hanger element
INST instrument
INSU insulation
LJSE lap joint stub end
NOZZ nozzle
OLET weldolets
PCOM pipe component
REDU reducer
SHU standard hook-up
TEE fitting tee
TRAC tracing
TRAP steam trap
TUBE implied tube
UNIO union
VALV valve
VENT open-ended pipe or vent
VFWA four-way valve
VTWA three-way valve
WELD weld


APPENDIX B
10 Appendix B - Exercises
10.1 AVEVA Plant Training Project (Plant Training Project)
Below is the complete A0-01-2012-001 drawing. The highlighted defined items and the relevant auxiliary will
be removed for the purposes of the training. Using the details on the following pages the user should
complete the drawing.

Left- top

Right - top

Right - bottom

10.2 AVEVA Marine Training Project (Marine Training Project)
Below is a drawing to be drawn in this exercise for this training. The

user should follow the directions of of their trainer and finish the
relevant parts of it when they are comfortable with the functions
they learnt.

Left wing

Right wing


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AVEVA Plant and

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Visit our website at http://www.aveva.com

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4 Diagrams Options .................................................................................................................................. 53

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6.4.8 Additional Graphical Report Features ...................................................................................... 99

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To have a clear understanding of the AVEVA Diagrams application

1.4 Course Structure

1.5 Using This Guide

Annotation for trainees benefit:

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Index elements: Design DB

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2.2 Main Diagram Operating Principles

2.3 Accessing the AVEVA Diagrams Application

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2.3.1 Application Mode and Settings

Select the P&ID mode for the purposes of this training.

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2.4 Ribbon Bar

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2.5 How to Create a Group

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2.6 Session Defaults

Session Defaults form is a collection of preferences that can be set

2.6.1 Default Groups

If a specific group is to be set as Default Group, navigating

If an existing diagram already has Pipelines, Equipment etc.

These default groups may have to be reset if the user

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2.6.2 Default System

2.6.3 Default Attributes

The Default attributes tab allows default values to be

A number of these default values can be set, and the

Each attribute can only be used in this list once

In the drawing when an item is defined the message log will

It is possible to keep the session

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2.7 Schematic Explorer

Above the navigation tree is a Filter checkbox as well as a dropdown

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2.8 System Explorer

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2.9 PBS Explorer

Depending on the configuration of the PBS

It is possible to view the database elements

2.10 Message Log

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2.11 Creating a New Diagram

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2.12 How to Save / Copy a Diagram

This name will be used and displayed for the off

The newly saved diagrams now appear in the Schematic Explorer.

Before a diagram can be saved as another, a Save Work must

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Preferences and settings for how the

The default groups can be set-up to define the