94020527 Bentley Instrumentation and Wiring Design Fundamentals V8i Ss1 Edition TRN011660 10002...

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TRN011660-1/0002Bentley Instrumentation & Wiring DesignV8i (SELECTseries1)

Bentley Institute Course Guide

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TrademarksAccuDraw, Bentley, the B Bentley logo, MDL, MicroStation and SmartLine are registered trademarks; PopSet and Raster Manager are trademarks; Bentley SELECT is a service mark of Bentley Systems, Incorporated or Bentley Software, Inc.

AutoCAD is a registered trademark of Autodesk, Inc.

All other brands and product names are the trademarks of their respective owners.

Patents

United States Patent Nos. 5,8.15,415 and 5,784,068 and 6,199,125.

Copyrights

2000-2010 Bentley Systems, Incorporated. MicroStation 1998 Bentley Systems, Incorporated. All rights reserved. Bentley Instrumentation & Wiring Design ii Feb-10Copyright 2010 Bentley Systems, Incorporated

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Feb-10Table of Contents

Bentley Instrumentation & Wiring Design

Course Overview ____________________________________ 1Course Description ____________________________________1

Modular Format ___________________________________1Datasets__________________________________________2

Target Audience_______________________________________3Prerequisites _________________________________________3Course Objectives _____________________________________3Modules Included _____________________________________3

Bentley Project Administrator Fundamentals

Course Overview ____________________________________ 7Course Description ____________________________________7Target Audience_______________________________________7Prerequisites _________________________________________7Course Objectives _____________________________________7Modules Included _____________________________________8Systems Requirements _________________________________8AutoCAD or related Autodesk Products __________________8ProjectWise Supported Versions__________________________9Databases Supported __________________________________9

Project Setup _______________________________________ 11Overview ____________________________________________11Prerequisites _________________________________________11Objectives ___________________________________________12Introductory Knowledge ________________________________121 OpenPlant PowerPID CustomizationCopyright 2009 Bentley Systems, Incorporated

Questions ________________________________________12Answers__________________________________________12

Sharing Design Data____________________________________13Project Administrator __________________________________14User Configurations ____________________________________15Creating Project Root Directories _________________________16

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OpenPlant PowerP

Table of Contents

Creating a Project _____________________________________18Module Review _______________________________________23Questions ________________________________________23Answers__________________________________________23

Course Summary ____________________________________ 27Course Summary ______________________________________27Course Review ________________________________________28


Bentley Instrumentation and Wiring Fundamentals

Course Overview ____________________________________ 33Description___________________________________________33Target Audience_______________________________________33Prerequisites _________________________________________33Objectives ___________________________________________33Modules Included _____________________________________34System Requirements __________________________________34

Items no longer supported: __________________________35Upgrading Legacy Projects ______________________________36Introductory Knowledge ________________________________37


Installing the Training Project ____________________________37New Features of I&W __________________________________39

Getting Started _____________________________________ 41Module Overview _____________________________________41Module Prerequisites __________________________________41Module Objectives_____________________________________41Starting Instrumentation & Wiring ________________________42A TOUR OF THE MAIN INTERFACE_________________________43

Menu Command Functions___________________________43Layout Designer _______________________________________54

A Tour Of Layout Designer ___________________________56Module Review _______________________________________64

Questions: ________________________________________64Answers: _________________________________________64ID Customization 2 Feb-10Copyright 2009 Bentley Systems, Incorporated

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Feb-10

Table of Contents

Building Loop Components ____________________________ 65Module Overview _____________________________________65

Module Prerequisites __________________________________65Module Objectives_____________________________________65Building Loop Components ______________________________66Create a Loop Standard _________________________________82Create a Loop from Standards____________________________84Create New Loop from Instrument created in Data Manager ___88Module Review _______________________________________92

Questions: ________________________________________92Answers: _________________________________________92

Building Field and Card Panels _________________________ 93Module Overview _____________________________________93Module Prerequisites __________________________________93Module Objectives_____________________________________93Building Field and Card Panels ___________________________94

Building a Field Panel _______________________________94Creating a Field Panel Standard __________________________100Creating a Field Panel from Standards _____________________101Creating New Card Panels _______________________________104Adding a Landing Strip for Incoming Wiring _________________108Module Review _______________________________________113


Data Manipulation __________________________________ 115Module Overview _____________________________________115Module Prerequisites __________________________________115Module Objectives_____________________________________115Data Manipulation_____________________________________116

Tools for the Views _________________________________116Adding and Deleting Components from the Views ________122

Assigning Project Standards _____________________________124System Queries _______________________________________128Reports______________________________________________129Instrument Templates __________________________________130Electrical Templates____________________________________131Macros ______________________________________________131Tables_______________________________________________132Module Review _______________________________________133

Questions: ________________________________________133Answers: _________________________________________1333 OpenPlant PowerPID CustomizationCopyright 2009 Bentley Systems, Incorporated

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OpenPlant PowerP

Table of Contents

Layout Designer: Connecting Components _______________ 135Module Overview _____________________________________135

Module Prerequisites __________________________________135Module Objectives_____________________________________135____________________________________________________135Layout Designer: Connecting Components__________________136

Creating a Layout Drawing ___________________________136Connecting Components ________________________________143Module Review _______________________________________155


Layout Utilities _____________________________________ 157Module Overview _____________________________________157Module Prerequisites __________________________________157Module Objectives_____________________________________157Layout Designer Utilities ________________________________158

Adding a borders___________________________________158Making an assembly ________________________________162Component Bar ____________________________________165Association _______________________________________166

Creating and Designing Terminal strips and Cables ___________168Creating New Layouts __________________________________172Module Review _______________________________________176


Instrumentation Drawings ____________________________ 177Module Overview _____________________________________177Module Prerequisites __________________________________177Module Objectives_____________________________________177Instrumentation Drawings_______________________________178Templates ___________________________________________182Module Review _______________________________________189


Powered Instrument Loop ____________________________ 191Module Overview _____________________________________191Module Prerequisites __________________________________191Module Objectives_____________________________________191Creating a Powered Loop _______________________________192Add Loop to the Layout _________________________________195Creating an Electrical Panel ______________________________200Completing the Loop ___________________________________205ID Customization 4 Feb-10Copyright 2009 Bentley Systems, Incorporated

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Feb-10

Table of Contents

Module Review _______________________________________208Questions: ________________________________________208

Answers: _________________________________________208

Intrinsically Safe Loop ________________________________ 209Module Overview _____________________________________209Module Prerequisites __________________________________209Module Objectives_____________________________________209Building an Intrinsically Safe Loop_________________________210Connecting the Loop ___________________________________220Module Review _______________________________________227




Bentley FOUNDATION Fieldbus Fundamentals

Course Overview ____________________________________ 235Course Description ____________________________________235Target Audience_______________________________________235Prerequisites _________________________________________236Course Objectives _____________________________________236Modules Included _____________________________________237System Requirements __________________________________237

Items no longer supported: __________________________238Installing the Training Project ____________________________239FOUNDATION Fieldbus Features __________________________241

Composite Drawings ________________________________241Network Topologies____________________________________243FOUNDATION Fieldbus Terminology_______________________244

Building a FOUNDATION Fieldbus Segment ______________ 245Module Overview _____________________________________245Module Prerequisites __________________________________245Module Objectives_____________________________________245Building Fieldbus Components ___________________________246Module Review _______________________________________266

Questions ________________________________________266Answers__________________________________________2665 OpenPlant PowerPID CustomizationCopyright 2009 Bentley Systems, Incorporated

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OpenPlant PowerP

Table of Contents

Building FOUNDATION Fieldbus Panels __________________ 267Module Overview _____________________________________267

Module Prerequisites __________________________________267Module Objectives_____________________________________267Building Fieldbus Panels ________________________________268

Building a Fieldbus Panel with a Single Brick and No Terminator _______________________________________268

Module Review _______________________________________288Questions ________________________________________288Answers__________________________________________288

Building I/O Card Panels for H1 Cards ___________________ 289Module Overview _____________________________________289Module Prerequisites __________________________________289Module Objectives_____________________________________289Creating New I/O Card Panels ____________________________290Designing the H1 Card __________________________________294Designing the H1 Card Terminal Strips _____________________297Creating the Power Conditioners _________________________299Module Review _______________________________________305


Layout Designer: Connecting Components _______________ 307Module Overview _____________________________________307Module Prerequisites __________________________________307Module Objectives_____________________________________307Layout Designer: Connecting Components__________________308Creating a Document___________________________________314Module Review _______________________________________316


Using a Multiplexer in a Segment ______________________ 317Module Overview _____________________________________317Module Prerequisites __________________________________317Module Objectives_____________________________________317Designing a New Segment with Multiplexer _________________318Designing a new FOUNDATION Fieldbus Panel_______________330Creating a Multi core cable for Marshalling Panel ____________340Modifying the Card Panel _______________________________343Connecting Components ________________________________348Module Review _______________________________________356

Questions ________________________________________356Answers__________________________________________356ID Customization 6 Feb-10Copyright 2009 Bentley Systems, Incorporated

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Feb-10

Table of Contents

Course Summary ____________________________________ 357Course Summary ______________________________________357

Course Review ________________________________________358


Bentley Datasheets Fundamentals


Items no longer supported: __________________________365Introductory Knowledge ________________________________366


Installing the Training Project ____________________________367

Create, Modify and Revise a Datasheet __________________ 369Module Overview _____________________________________369Module Prerequisites __________________________________369Module Objectives_____________________________________369Create a Datasheet ____________________________________370Modifying a Datasheet _________________________________375Revising a Datasheet ___________________________________377Module Review _______________________________________379


Mapped Datasheets _________________________________ 381Module Overview _____________________________________381Module Prerequisites __________________________________381Module Objectives_____________________________________381Mapped Datasheets____________________________________382 Module Review _______________________________________390


Bulk Datasheets ____________________________________ 391Module Overview _____________________________________391Module Prerequisites __________________________________3917 OpenPlant PowerPID CustomizationCopyright 2009 Bentley Systems, Incorporated

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OpenPlant PowerP

Table of Contents

Module Objectives_____________________________________391Bulk Datasheet Builder _________________________________392

Module Review _______________________________________396




Bentley Hookups Fundamentals


Items no longer supported: __________________________403Introductory Knowledge ________________________________404


Installing the Training Project ____________________________405

Creating and Modifying a Hookup ______________________ 407Module Overview _____________________________________407Module Prerequisites __________________________________407Module Objectives_____________________________________407Creating a Hookup _____________________________________408Creating a Bill of Material _______________________________414Modifying a Hookup ___________________________________417Revise a Hookup ______________________________________422Module Review _______________________________________424



Questions ________________________________________426Answers__________________________________________426ID Customization 8 Feb-10Copyright 2009 Bentley Systems, Incorporated

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011DCS system. This powerful technology can reduce installation costs, simplify planning and improves operating reliability.Course Overview

Course Description

Modular Format

This instructor-led course is designed in a modular format. Although each module can stand alone, for your convenience they have been bound into one book to include:

AutoPLANT Project Administrator Fundamentals

As an introduction to the course, the student learns how to create a new project using the Administrator utility application. The training project includes predefined instrument tags.

Instrumentation & Wiring Fundamentals

Using the Instrumentation & Wiring application the student learns to develop a set of project deliverables using engineering standard documentation file formats, such as .dgn, dwg, .dxf, and ODBC compliant databases. The student creates detailed wiring configurations from the instrument to the control system, creating loop and termination diagrams.

Foundation Fieldbus Fundamentals

Using the Foundation Fieldbus technology, students build digital, serial, two-way communication systems that allow the connection of intelligent instruments to a Feb-10 1 Course Overview

Copyright 2010 Bentley Systems, Incorporated

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Course Description

Datasheets FundamentalsUsing Datasheets the student learns to access and manage dynamically-passed process and instrumentation data, create and print a datasheet, as well as modify a linked datasheet field.

Hookups Fundamentals

Using Hookups and Microsoft Excel as the native data storage format, the student learns how to create, print and revise a hookup drawing, as well as modify a linked hookup field. Students create a Bill of Materials from a selected set of drawings for the relevant hookup type.

Datasets

This course has been created by combining modules into a typical Learning Path.

This modular design enables a student to complete a course at their own pace from the On Demand eLearning environment or combined from specific modules into an open enrollment course.

The image below shows the progress through each module. Datasets are cumulative. This means that where ever a dataset is installed, that module becomes a new Point of Entry on the learning path. All prerequisite data has been included in each dataset.

As a student in the Open Enrollment course you will only need to install one dataset at the start of your course.Course Overview 2 Feb-10Copyright 2010 Bentley Systems, Incorporated

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Target Audience

Target AudienceThis course is recommended for the following audience(s):

Beginner instrumentation designers and drafters.

Prerequisites

Bentley Microstation V8 or AutoCAD

Students should have a minimum of six months experience with either application.

Course Objectives

After completing this course, you will be able to:

Use the Bentley Instrumentation & Wiring application as a tool to increase your productivity when generating instrumentation documents.

Modules Included

The following modules are included in this course:

Project Administrator Fundamentals

Instrumentation & Wiring Fundamentals

FOUNDATION Fieldbus Fundamentals

Datasheet Fundamentals

Hookups FundamentalsFeb-10 3 Course OverviewCopyright 2010 Bentley Systems, Incorporated

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Modules IncludedCourse Overview 4 Feb-10Copyright 2010 Bentley Systems, Incorporated

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TRN011020-1/0003Bentley Project Administrator FundamentalsV8i (SELECTseries 1)


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All ther brands and product names are the trademarks of their respective owners.

Patents


Copyrights

2000-2009 Bentley Systems, Incorporated. MicroStation 1998 Bentley Systems, Incorporated. All rights reserved. Bentley Project Administrator Fundamentals 6 Feb-10Copyright 2009 Bentley Systems, Incorporated

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011After completing this course, you will be able to:

The primary objective for this course is to give the user a basic understanding of how a project is created. The student will learn the importance of managing the models and documents created by the AutoPLANT 2D and 3D applications.Course Overview

Course Description

This course is designed to give the new user an overview of the methods used to create the project environment. Using the Project Administrator utility application delivered with the AutoPLANT install, you will learn how to create a project root directory, and set up a simulated training project.

Target Audience

This course is recommended for the following audience(s):

This course is designed for the new user of Bentley AutoPLANT software. It is designed for the project managers who will create and manage the project environment.

Prerequisites

There are no prerequisites for this course. This is an overview to the more advanced administrator courses.

Course ObjectivesFeb-10 7 Course Overview


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Modules Included

Modules IncludedThe following modules are included in this course:

Project Setup

Systems Requirements

You must have a CD drive or internet access for product installation. The following prerequisites are required to run the modules included in AutoPLANT Plant Design V8i (SELECTseries1) or AutoPLANT P&ID Design V8i (SELECTseries1).

AutoCAD or related Autodesk Products

Processor: Intel Pentium 4 processor and AMD Athlon, 3.0 GHz or greater or Intel or AMD Dual Core Processor, 2.0 GHz or greater

Operating System: Microsoft Windows XP Professional SP2 or later, Windows Vista 32 bit SP. Microsoft Windows XP Professional SP1A or later

Internet: Microsoft Internet Explorer 6 SP1 or greater

Memory: 2GB or greater

Hard Disk 2GB minimum free hard disk space

Input Device: Industry-standard input device supported by Windows

Output Device: Industry-standard output device supported by Windows

Video Graphics Card: Industry-standard video card/monitor

Databases Supported: Oracle 9i or 10g, SQL Server 7, 2000 and 2005, MS Access 2000, XP or 2003 and MSDE 2000 databases

AutoCAD: 2004, 2005, 2006, 2007, 2008, 2009

AutoCAD Mechanical Desktop:

2004, 2005, 2006, 2007, 2008

Architectural Desktop:

2004, 2005, 2006, 2007, 2008Course Overview 8 Feb-10Copyright 2009 Bentley Systems, Incorporated

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ProjectWise Supported Versions

Building Systems:

2004, 2005, 2006, 2007, 2008Note: The latest applicable service packs must be used for all of the above products.

ProjectWise Supported Versions

Bentley ProjectWise V8 08.11.05

Databases Supported

Note: No dataset is required for this course.

AutoCAD Mechanical:

2004, 2005, 2006, 2007, 2008

Microsoft Access:

2000, 2002, 2003, 2007

SQLServer: 2000, 2003, 2005, MSDE and SQL Server Express

Oracle: Oracle 9i Release 2, Oracle 10g Release 2, Oracle 11g Release 1Feb-10 9 Course OverviewCopyright 2009 Bentley Systems, Incorporated

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Databases SupportedCourse Overview 10 Feb-10Copyright 2009 Bentley Systems, Incorporated

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011 Project Setup

Overview

A Project Manager's primary focus is on creating finished project deliverables. Daily tasks involve making sure issues relative to modeling techniques, piping specifications and implementation of company standards are all on track.

To support this effort, Bentley designed the Plant Process & Instrumentation and 3D Plant Design applications to allow the project teams to work within a concurrent engineering environment for all aspects of functional, schematic, and physical plant design.

By using a central database as a project repository, the applications for both 2D and 3D can easily share the same data. Data can be edited on a project-wide basis, drastically reducing the time it takes to bring a data-intensive project to completion. Managers also appreciate the wealth of reports that can be generated from a centralized system.

This course will give you a basic understanding of how a project is created and why it is important to manage the drawing files and data repository.

Prerequisites

Students should have a minimum of six months experience with AutoCAD functionality and some familiarity with AutoPLANT commands and concepts.Feb-10 11 Project Setup


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Objectives

ObjectivesAfter completing this module, you will be able to:

Use the Project Administrator utility program to create a new project root directory.

User the Project Administrator utility program to create a new project.

Introductory Knowledge

Before you begin this module, let's define what you already know.

AutoPLANT applications provide additional productivity functions to your native AutoCAD application. Although it is not the intention of this course to teach basic AutoCAD, these review questions will help you assess your current knowledge prior to beginning the AutoPLANT course.

Identify the following statements as either True or False. The answers to each question are provided in detail.

Questions

1 True/False: AutoPLANT drawing units function the same way as AutoCAD.

2 True/False: In Microsoft Windows the top level directory is referred to as the "root" directory.

Answers

1 True: All units function in the same way in both AutoPLANT and AutoCAD. Units are set for both length and angle during the project setup phase.

2 True: In Microsoft Windows, a top level directory may be referred to as the root directory. The Project Administrator utility will enable you to create a Project Root directory at any level in your computer's file structure. Multiple projects may be set up under the Project Root directory.Project Setup 12 Feb-10Copyright 2009 Bentley Systems, Incorporated

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Sharing Design Data

Sharing Design DataAutoPLANT includes a set of integrated design and modeling tools. Some of these applications, such as AutoPLANT P&ID, Piping and Equipment require AutoCAD to function. The database applications utilize Microsoft Access and Microsoft Excel. All of these tools provide fast layout and design of intelligent components.

This intelligent design philosophy enables the user to input component data once and let the information cascade throughout the life of the project. Data is stored within a centralized database which is easily accessed by all members of the project team.

Many applications support the common scenario of sending documents to off-site design offices and vendors and then re-synchronizing the off-site design data with the central project database.

To facilitate data sharing, a project must first be created. This function is usually performed by the Project Administrator, using a set of tools installed with the AutoPLANT applications.

These projects will contain custom configurations for all drawing and model defaults and settings.

Once a project environment is defined, all models and drawings associated with the project are managed and stored in the appropriate locations. Sharing of design data is tightly regulated, preserving the database integrity.Feb-10 13 Project SetupCopyright 2009 Bentley Systems, Incorporated

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Project Administrator

Project AdministratorDuring the AutoPLANT installation, various core and utility applications, common to both the 2D and 3D programs are installed under the AutoPLANT group icon.

The Project Administrator utility enables you to create and manage custom projects. From the interface you can edit the database configurations and control system administration functions such as security access to critical data.

A new project is typically created by the Administrator before modeling has begun.

Open the utility from Start > Programs > Bentley > Plant V8i > Project Tools > Project Administrator.

The navigation tree on the left is where you access specific project properties. The C:\Bentley Plant V8i Projects directory is a top level directory and referred to as a Project Root directory.

The directory level below the root directory contains sample projects that are delivered with the install.

SAMPLE_IMPERIAL

SAMPLE_METRIC

SAMPLE MMETRICProject Setup 14 Feb-10Copyright 2009 Bentley Systems, Incorporated

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User Configurations

These sample project files are not recommended for production use, but are used as templates for building your own projects. User Configurations

AutoPLANT is designed to support multiple projects. This design enables you to define the units, specs, drawing database format, borders, drawing templates, module and component options, in a specific configuration.

To support this implementation, sample configuration files were created to serve as placeholders for the definition of configuration defaults and settings. By using the samples you can remove the tedious effort that would be required to manually edit these configuration files when creating a custom configuration.

You can see an example of the file structure beneath the User Configuration directory. You will use the User Configuration Sample Imperial to create a new project.Feb-10 15 Project SetupCopyright 2009 Bentley Systems, Incorporated

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Creating Project Root Directories

Creating Project Root DirectoriesThere are no rules as to how many Project Root directories an organization uses or how many projects are contained within the project root.

A Project Root directory can be at any level of your computer's file structure. The path to that folder is referred to as %PROJECT_ROOT% throughout the AutoPLANT course documentation.

Project Root directories usually reside in a different file path than your AutoPLANT installation, so the path to the installation is shown as %NETWORK_ROOT% throughout the AutoPLANT course documentation.

Note: Although not visible in the Bentley Project Administrator dialog, the system has created a file called at_proj.dbf that resides in this project root directory. This file contains a record for every project that is created under this specific root directory.

The following exercises will give you exposure to Project Administrator functionality. You will create a directory structure in preparation for the 2D and 3D Fundamental courses.

Once directories have been set up, they are ready for the installation of a pre-defined project dataset.

Exercise 1: Create a new Project Root directory.1 Select Start > Programs > Bentley > Plant V8i > Project Tools > Project

Administrator.

2 Select User Configurations.

3 Select File > Add Root.

4 Select the appropriate drive.

This course will use the C:\drive.

5 In the Browse for Folder dialog, click Make New Folder.

6 Name the folder Bentley Training Project.Project Setup 16 Feb-10Copyright 2009 Bentley Systems, Incorporated

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Creating Project Root Directories

7 Click OK.The software returns to the Project Administrator interface with the new Project Root directory called Bentley Training Project listed in the navigation tree.

Now that the Root Directory has been defined, you will create the project. Feb-10 17 Project SetupCopyright 2009 Bentley Systems, Incorporated

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Creating a Project

Creating a Project When a new project is created, the user needs to specify the basic criteria. The following information provides an overview of the type of information you will input.

Provider Type

This is the database program that will be used for storing the project data. AutoPLANT can write to Microsoft Access, MSDE, SQL Server, and Oracle. (Only those installed on the computer will be available for selection.)

Base Template and 3D Settings

When you create a new project, the seed files that are required to build the project are copied from the %NETWORK_ROOT%\Base and %NETWORK_ROOT%\config directories. (%NETWORK_ROOT% refers to the path of your AutoPLANT installation and is most likely C:\Program Files\Bentley\Plant V8i.) These directories act as a "master project" and are installed with the application.

AutoPLANT provides two project templates: Standard Base Project and KKS. KKS acts as the European counterpart to the Standard Base Project. These templates contain the Bentley P&ID and AutoPLANT Plant Design standards and data structures.

Note: Creation of new project templates is covered in the 2D and 3D Administrator courses.

The 3D Modeling Project Settings that you select will indicate which configuration data files will be copied over to create the new project files.

The Units field defines the drawing and model defaults including units, specs, drawing database format, borders, drawing templates, modules and component options. These configurations were installed in your directory.

The Use Central Project Mode check box is only available when you select SQL Server or Oracle database provider types.Project Setup 18 Feb-10Copyright 2009 Bentley Systems, Incorporated

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Creating a Project

Project PathsBy default, all project data is stored in a collection of folders in the %PROJECT_ROOT% directory. You can, however, specify different paths for specific data types in the New Project - New Project Paths dialog.

To edit a path, click in the field and either double-click or click Browse to open a Browse For Folder dialog.

Details

Of the details that can be defined in this dialog, the Project Name is the only attribute that is required.

Optional details include: Project Number, Project Description, Client Name, Client Number, and Client Location.

Exercise 2: Create the Training Project.1 Select C:\Bentley Training Project.

2 Right-click and select New Project, or select File > New Project from the menu.

Note: You can also use the Ctrl+N keystroke.

3 Select Access

4 Click Next.

5 Select Standard Base Project in the Select the Base Schematic Template list.Feb-10 19 Project SetupCopyright 2009 Bentley Systems, Incorporated

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Creating a Project

6 Select Imperial Units from the Units list.Note: This course will use the Imperial Units. The table below shows the options that are available for the additional units.

7 Click Next.

8 Click Next on the New Project Paths dialog.

9 Enter project details as shown below.

Attribute Imperial Metric Mixed Metric

Project Template

Standard Base Project



Units Imperial Metric Mixed MetricProject Setup 20 Feb-10Copyright 2009 Bentley Systems, Incorporated

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Creating a Project

Note: Project Name is required while all of the other fields are optional. The Project Name can be no more than 16 characters.10 The Project Name is automatically displayed in the Project Description field. Overwrite this with the description listed above.

11 Click Finish.

AutoPLANT copies the default project settings into your new project.

When the process is complete, the new project will appear under the Bentley Training Project directory.

12 Click + to expand your new project.

You will notice directories for all project related data including specific directories for all drawings and data that will be created using both the 2D and 3D applications.

Attribute Imperial Metric Mixed Metric

Project Name Training Training Training

Project Description

Imperial Training Project

Metric Training Project

Mixed Metric Training ProjectFeb-10 21 Project SetupCopyright 2009 Bentley Systems, Incorporated

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Creating a Project

13 Close Project Administrator.You have now completed this short course in preparation for using the 2D or 3D applications.Project Setup 22 Feb-10Copyright 2009 Bentley Systems, Incorporated

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Module Review

Module ReviewNow that you have completed this module, lets measure what you have learned.

Questions

1 What is the definition of %Project_Root% and %Network_Root%?

2 What is the only required field in the Details dialog when creating a new project?

3 True/False: The Project Description field is populated with the Project Name automatically?

4 True/False: The Project Description field has to maintain the same name as the Project Name?

5 What are the two types of base templates for project creation provided by AutoPLANT?

Answers

1 The %Project_Root% is the variable that contains the path to your project root directory. The %NETWORK_ROOT% is the path of the installation.

2 The only required field in the Details dialog is the Project Name, all others are optional.

3 True: The Project Description field is populated with the Project Name.

4 False: The Project Description does not have to be the same as the Project Name; it is preferable that it contain more description information about the project.

5 The Standard Base project template and the KKS project template.Feb-10 23 Project SetupCopyright 2009 Bentley Systems, Incorporated

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Module ReviewProject Setup 24 Feb-10Copyright 2009 Bentley Systems, Incorporated

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011 Course Summary

Course Summary

Now you will be able to:

Create a new project root directory.

Create a new project.Feb-10 27 Course Summary


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Course Review

Course ReviewNow that you have completed this course, lets measure what you have learned.

Questions

1 Which two project templates does AutoPLANT provide?

2 AutoPLANT can write to several database providers, name them.

3 What type of data repository will allow for sharing of data between 2D and 3D applications?

4 What is a root directory?Course Summary 28 Feb-10Copyright 2009 Bentley Systems, Incorporated

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Course Review

Answers1 AutoPLANT provides two project templates: Standard Base Project and KKS.

2 AutoPLANT can write to Microsoft Access, MSDE, SQL Server, and Oracle.

3 By using a central database as a project repository, the applications for both 2D and 3D can easily share the same data.

4 A root directory is the directory containing multiple projects.Feb-10 29 Course SummaryCopyright 2009 Bentley Systems, Incorporated

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Course ReviewCourse Summary 30 Feb-10Copyright 2009 Bentley Systems, Incorporated

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TRN010330-1/0002Bentley Instrumentation and Wiring FundamentalsV8i (SELECTseries1)


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All other brands and product names are the trademarks of their respective owners.

Patents


Copyrights

2000-2010 Bentley Systems, Incorporated. MicroStation 1998 Bentley Systems, Incorporated. All rights reserved. Bentley Instrumentation and Wiring Fundamentals 32 Feb-10Copyright 2010 Bentley Systems, Incorporated

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011This course is intended for new and existing users. Our goal is to train students to begin using the Bentley Instrumentation & Wiring application as a tool to increase their productivity when creating instrumentation documents. A user experienced with previous versions of Bentley software will learn the concepts introduced with the new product as quickly as possible.Course Overview

Description

The Bentley software suites communicate with each other by using a set of relational databases. When projects are created an empty set of databases are generated. Data from the software applications are then collected and shared among the applications. Instrumentation tags can be created within the Instrumentation software or within Data Manager or even within a P&ID.

Target Audience

This course is designed for novice instrumentation designers and drafters. The course could also be used as a refresher course for more advanced users who have not used the software for a time.

Prerequisites

Bentley Microstation V8 or AutoCAD

Students should have a minimum of six months experience with either application.

ObjectivesFeb-10 33 Course Overview


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Modules Included

Modules Included Getting Started

Building Loop Components

Building Field and Card Panels

Data Manipulation

Layout Designer: Connecting Components

Layout Designer: Functionality

Instrumentation Drawings

Building a Powered Loop

Building an Intrinsically Safe Loop

System Requirements

You must have a CD drive or Internet access for product installation. The following prerequisites are required to run the modules included in Instrumentation & Wiring V8i Edition:

Processor: Intel Pentium4 processor or AMD Athlon, 3.0 GHz or greater. Intel or AMD Dual Core processor, 2.0 GHz or greater.

Operating System:

Microsoft Windows XP Professional, SP2 or later. Microsoft Windows Vista 32 bit SP1.

Internet: Microsoft Internet Explorer 6 or greater.

Memory: 1GB minimum (More memory typically results in better performance.)

Hard Disk: 2GB minimum free hard disk space.

Input Device: Any industry-standard input device supported by Microsoft Windows.

Output Device: Any industry-standard output device supported by Microsoft Windows.Course Overview 34 Feb-10Copyright 2010 Bentley Systems, Incorporated

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System Requirements

Video Graphics Card:

1280 x 1024 32-bit color video display adapter (true color) 128 MB or greater. OpenGL or Direct3D capable Items no longer supported:

Microsoft Office 97, 2000, XP

Microsoft Windows 3.1x, 95, 98, ME, NT 3.x, NT4.x, 2000

AutoCAD 2000,2002, 2003, 2004, 2005

Bentley ProjectWise XM 8.9.4 (and earlier)

Bentley Microstation XM 8.9.3 (and earlier)

ORACLE 81, 9i

workstation class graphics card. For Microsoft Windows Vista, a Direct3D capable workstation class graphics card with 128 MB or greater is required.

Document Management:

Bentley ProjectWise V8i (8.11.5)

Cad Engines: MicroStation V8i (8.11.5) or AutoCAD 2006, 2007, 2008 (32 bit), 2009 (32 bit). AutoCAD is only required for editing Instrumentation and Wiring template and symbols.

Microsoft Office: Microsoft Office 2003 SP3, 2007 SP1. Required for reporting and Data Sheet/Hook Up creation.

DatabasesSupported:

Microsoft Access 2003, 2007. Microsoft SQL Server 2005 Express Edition, 2005 Express Edition with Advanced Services, 2005 Standard Edition, 2005 Enterprise Edition. Oracle 10g Release 2 (v10.2.0.3 & v10.2.0.4). Oracle 11g Release 1 (v11.1.0.6).Feb-10 35 Course OverviewCopyright 2010 Bentley Systems, Incorporated

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Upgrading Legacy Projects

Upgrading Legacy ProjectsNote: All legacy projects - pre-V8i (SELECTseries1) must be upgraded to V8i (SELECTseries1) using the Integrity Checker tools found within Project Administrator V8i (SELECTseries1). This upgrade must be performed before any project work is attempted using the V8i (SELECTseries1) applications.

Exercise 1: Upgrading a project to V8i (SELECTseries1)1 Start Project Administrator V8i (SELECTseries1).

2 Select Edit > Preferences.

3 Select the Integrity Check tab.

4 Set Enable Integrity Check Engine Globally.

See Project Administrator Help for descriptions of other Integrity Check options.

5 Click OK.

6 Select a project to be upgraded from the project root tree.

Project Administrator V8i (SELECTseries1) now performs an Integrity Check on the selected project.

If you set the Integrity Report option, the integrity check results can be viewed by double-clicking the file \Integrity.xml.

7 Right-click on the project to upgrade in the project root tree and select Upgrade > From Integrity Check Results.

Project Administrator V8i (SELECTseries1) now upgrades the selected project.

Note: Individual projects in a multi-project database can not be upgraded individually. Project Administrator will upgrade all the projects in a multi-project database.

Note: Upgrading individual (single database) projects in the project roots that contain many projects is possible. Therefore new V8i (SELECTseries1) projects, upgraded V8i (SELECTseries1) projects and pre-V8i (SELECTseries1) projects can coexist in the same project root.Course Overview 36 Feb-10Copyright 2010 Bentley Systems, Incorporated

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Introductory Knowledge

Introductory KnowledgeBefore you begin this module, lets define what you already know.

Questions

1 True/False: Monitoring of plant process systems is achieved by using instruments.

2 True/False: Instruments shown on a P&ID are graphical images only.

Answers

1 True, plants use instruments to monitor and control process systems.

2 False, Instruments shown on a P&ID are graphical images with data linked to project databases that are shared between the AutoPLANT software suites.

Installing the Training Project

Prior to starting Instrumentation and Wiring, a project must be created. A project has been provided for your convenience. You will need to unzip this project onto the drive of your choice. The exercise below installs the project onto the C:\ drive.

Note: For Training purposes, the provided project was created using the Access database format, however; Instrumentation and Wiring does not support the Access database format for multi-user projects. Bentley recommends that no less than the MSDE database format be used. SQL and Oracle databases provide the most stable environments for building projects to be used by multi-users.

Exercise 1: Installing the Training Project. 1 Make sure all AutoPLANT applications are closed.

2 Download the file AP_FV8i_IW.exe and place on your desktop.

3 Press Unzip.Feb-10 37 Course OverviewCopyright 2010 Bentley Systems, Incorporated

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Installing the Training Project

4 Extract to the root directory of the C drive (C:\)5 Press Close.

6 From your Windows Start menu, select Programs > Bentley > Plant V8i > Project Tools > Project Administrator.

7 From the File menu, press Add Root to display the Browse for Folder dialog.

Note: In order for this option to be available in the File menu, you must select something at the primary root level of the navigation tree because you cannot create a project root directory under a project directory.

8 In the Browse For Folder dialog, select C:\Bentley Training Project.

9 Press OK to accept the name.

Note: The project root folder, C:\ Bentley Training Project now appears in the navigation tree at a primary level.

Additional training on the Project Administrator utility is covered in the AutoPLANT Administrator training courses.Course Overview 38 Feb-10Copyright 2010 Bentley Systems, Incorporated

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New Features of I&W

New Features of I&WSeparate Multiplexer Segment Drawings

Users now have the option to generate Foundation Fieldbus segment drawings that show the complete segment (including multiplexers), or to split the segment into separate drawings. The connections to the brick (or Megablock) can be displayed on one drawing sheet and the connections to the multiplexers on separate drawing sheets. This prevents complex segment drawings - that incorporate multiplexers - from becoming too cluttered.

Terminators on H1 I/O Cards

Users now have the ability to specify that the H1 card managing a segments(s) has a built-in segment terminator.

Composite Drawing Functionality Applicable to any Tstrip Tag Type

The composite drawing functionality developed to generate segment drawings can now be applied to other drawing types. This is achieved by adding the tstrip tag type to a list of tag types that the composite drawing functionality can recognize. These tstrip tag types can be user-defined as well as BASE tstrip tag types. This enhancement can be used to generate drawings where the instrument connections vary from drawing to drawing.

Bulk Datasheet Builder Updating Supplemental Tables

The Bulk Datasheet Builder tool can now leverage data from supplemental tables added by users, not just the BASE schema tables.

Increased I&W Print Range Selection

A limitation in the number of tstrips that could be selected as the print range for drawing generation has been removed.

Increase to the Amount of Cards Selected for CARD-LOOP Drawings

A limitation in the number of I/O cards that could be selected for the generation of CARD-LOOP type drawings has been removed.Feb-10 39 Course OverviewCopyright 2010 Bentley Systems, Incorporated

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New Features of I&W

Performance ImprovementsPerformance improvements have been made relating to application startup and data navigation (especially when running on ORACLE and in multi-project mode).

Multiple Defects Addressed

Critical, Major and Intermediate defects reported to Bentley TSG and detected during testing have been addressed and tested. A complete list is available from Bentley TSG.

Course Overview 40 Feb-10Copyright 2010 Bentley Systems, Incorporated

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011 Getting Started

Module Overview

In this module, you learn how to launch the Bentley Instrumentation &Wiring main interface and the Layout Designer module. You will be introduced to some of the basic features of each interface.

Module Prerequisites

Working knowledge of the Instrumentation discipline.

Module Objectives

After completing this module, you will be able to:

Launch the Instrumentation & Wiring application.

Log into a project.

Find views and reports from the project window.

Use the Layout Designer.Feb-10 41 Getting Started


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Starting Instrumentation & Wiring

Starting Instrumentation & Wiring Exercise 1: Launching Bentley Instrumentation & Wiring1 Select Programs > Bentley > Plant V8i > Instrumentation.

2 The Login To Project dialog opens.

Note: If you previously logged into another Bentley application and set the Save Password check box, the Login dialog will not display. You can access this dialog by selecting File > Log on as a Different User.

Instrumentation & Wiring defaults to logging in with supervisor privileges by populating the User Name field with Supervisor.

3 Type Supervisor in the Password field.

4 Click OK.

Bentley Instrumentation & Wiring opens.Getting Started 42 Feb-10Copyright 2010 Bentley Systems, Incorporated

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A TOUR OF THE MAIN INTERFACE

A TOUR OF THE MAIN INTERFACEAfter initial startup, the Instrumentation & Wiring toolbars display docked in the upper portion of the screen. These toolbars provide the fastest access to application commands. To view the name of the command that will be executed by any toolbar button, simply position the cursor over an item and pause. A tool tip will display describing that item.

Menu Command Functions

File Menu

The File Menu command enable opening an existing project; editing and management of descriptive, database, directory, and path information associated with the current project; importing and exporting table data; associating project standards with loops; assigning revision marks to project tag numbers; and printing project documents.

File Menu: Description:

Open Project Displays the Open Project Dialog which enables you to locate and open an existing project. This button is the equivalent of the File > Open Project menu command.

Log on as a Different User Launches the Login dialog to allow a different login to be used.

Import Launches the Import dialog to allow data to be imported from an external file to the current project.

Export Launches an Export dialog to allow data to be exported to an external file from the current project.Feb-10 43 Getting StartedCopyright 2010 Bentley Systems, Incorporated

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File Menu: Description:Edit Menu

The Edit menu allows short cut methods to traditionally time consuming keyboard actions.

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Assign Project Standards Launches the Assign Project Standards dialog which allows loops in the current project or imported from an external data file that have not been an a project standards to be assigned one..

Batch Revisions Launches the Batch Revisions dialog which allows the creation of a selection set of tags to be revised at one time.

Batch Print Launches the Batch Print dialog which allows multiple documents to be printed at one time.

Exit Closes the Instrumentation & Wiring Interface.

Edit Menu: Description:

Select All Selects all information contained in the current cell.

Cut Cuts all information contained in the current cell.

Copy Copies all information contained in the current cell.

Paste Pastes copied or cut information into the current cell.

Clear Erases all information contained in the current cell.Getting Started 44 Feb-10Copyright 2010 Bentley Systems, Incorporated

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Project ToolbarThe following provides a quick reference to the icon available in the Project toolbar.

View Toolbar And Menu

The View Menu and Toolbar provide commands to toggle the Project Window, Documents Window, and Properties Window; refresh the current view, and to customize the display of the current view. One-step menu commands are also provided to display the current project instrument list, instrumentation cables, motor list, and electrical cables.

Toolbar Icon: Description:

Open Project Displays the Open Project dialog which enables you to locate and open an existing project. This button is the equivalent of the File > Open Project menu command.Feb-10 45 Getting StartedCopyright 2010 Bentley Systems, Incorporated

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The following provides a quick reference to the icons available in the View toolbar.Toolbar Icon: Description:

Instrument List Displays the Instrument List view which shows all of the instruments defined in the current project. From this view you can create new loops, edit existing loops, or edit individual instruments on a field-by-field basis. The instrumentation data displayed in this view can be controlled by user-defined filters and sorting. In addition, instrumentdata can be modified using a powerful search and replace engine.This button is the equivalent of the View > Instrument List menu command.

Instrument Cables Displays the Cable Schedule Instrumentation view which enables you to quickly display and edit all instrument cable data used in the current project. This button is the equivalent of the View > Instrumentation Cables menu command.

Motor List Displays the Motor List view, which shows the database details for all motors defined in the current project. From this view you can create new motors or edit existing motor details. The data displayed in this view can be controlled by user-defined filters and sorting. This button is the equivalent of the View > Motor List menu command.

Electrical Cables Displays the Cable Schedule Electrical view which enables you to quickly display and edit all cable data used in the current project.This button is the equivalent of the View > Electrical Cables menu command.

Refresh Immediately updates displayed information with current data. This button is the equivalent of the View > Refresh menu command.

Project Window Toggles the Project Window which enables you to open, create, or modify database views, queries, reports, Instrument templates, electrical templates, macros, and tables. This button is the equivalent of the View > Project Window menu command.Getting Started 46 Feb-10Copyright 2010 Bentley Systems, Incorporated

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Toolbar Icon: Description:Tools Toolbar And Menu

The Tools Menu provides commands to quickly create, edit and delete tag numbers; search/replace a tag or text string, and to filter and sort the data in the current view. Database utilities and tools to set the default view and report are also provided within the Tools Menu.

The following provides a quick reference to the icons available in the Tools toolbar.

Documents Window Toggles the Documents dialog which enables you to view, edit, preview, and print documents associated with the tag numberselected in the current view. This button is the equivalent of the View > Documents Window menu command.

Properties Window Toggles the Property Sheet dialog which enables you to view and edit database information specific to the current tag such as tag number, loop number, service, description, manufacturer, and model.This button is the equivalent of the View > Properties Window menu command.


New Tag Depending on the active view, the New Tag icon enables you to create a new tag in the current view, instrument loop, field panel, motor, or piece of equipment. Many of these tags are built utilizing a wizard interface.

Edit Tag Depending on the active view, the Edit Tag icon enables you to edit an existing tag number within the current view.Feb-10 47 Getting StartedCopyright 2010 Bentley Systems, Incorporated

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Toolbar Icon: Description:Delete Tag Depending on the active view, the Delete Tag icon enables you to remove the current tag number from the current view.

Find Displays the Find Tag dialog which enables you to search for a specific tag number contained in the current view. Controls are provided to search for a tag number containing a specific text string.

Filter Provides commands to quickly filter the data in the current view.

Sort Provides commands to quickly sort the data in the current view.

Replace Provides a tool to quickly search for and replace specific text and expressions within the current view.

Associate Provides a tool to select loop, panel or segment to associate with the instrument.

Database Tools Launches the Database Tools dialog to enable maintenance of the current project database.

Connection/AllocationRestrictions

Launches the Assign Component Connection/Allocation Restrictiondialog to enable the definition of component connection/allocation restrictions for the current project.

Bulk Generate Documents Launches the Bulk Generate Documents dialog to allow the generation of all documents not previously generated.

Options Launches the Options dialog to set default general or startup optionsand drawing generation options for the current projectGetting Started 48 Feb-10Copyright 2010 Bentley Systems, Incorporated

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Applications Toolbar And MenuThe Applications Menu provides commands to launch other products such as Layout Designer, Datasheets, Specification Sheets, Hookups, Single-Line Editor and Symbol Editor.

The following provides a quick reference to the icons available in the Applications toolbar.


Layout Designer Launches the Layout Designer module which enables you to define loop components, connect loop components and generate documents pertaining to specific loops.

Data Sheet Editor Launches the Datasheets module which allows you to access and managerdynamically-passed process and instrumentation data such as tag numbers, process data, vendor data, etc.

Specification Sheet Editor Launches the Specification Sheet Editor module which allows you to access and manager dynamically-passed process and instrumentation data such as tag numbers, process data, vendor data, etc.

Hookup Editor Launches the Hookups module which allows you to manager instrument installation detail drawings and to generate parts lists and a Bill of Materials.

Single Line Editor Launches the Single Line Editor module which allows you to modify theproperties defined for Single Line diagrams.

Cable Routing Launches the Cable Routing dialog which enables you to route cables to individual trays.Feb-10 49 Getting StartedCopyright 2010 Bentley Systems, Incorporated

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Toolbar Icon: Description:The View Pane

The View Pane is found along the right side of the main Instrumentation & Wiring interface. This area displays the data contained within defined views and reports. Column order can be arranged to user preferences by using drag and drop functions on the column headers. Columns can be resized by dragging the individual column borders to a suitable length. The individual views within the View Pane can be resized by using the Maximize and Restore Up/Down buttons, or by scaling the view using standard Windows operations.

Tray Routes Launches the Tray Routes dialog which allows you to create and edit tray routes.

Symbol Editor Launches the Symbol Editor module which allows you to define the symbols to be used in the Single Line Editor.

IWD Editor Launches the IWD Editor modules which enables you to create borders for both the Detail Connection Window and the Layout Designer.Getting Started 50 Feb-10Copyright 2010 Bentley Systems, Incorporated

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94020527 Bentley Instrumentation and Wiring Design Fundamentals V8i Ss1 Edition TRN011660 10002...

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