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SS TSS-01Taking Advantage of Excelwith your Process Simulation

Laurie Wang, PhD, P.Eng.InvensysOctober 17, 2013

© 2013 Invensys. All Rights Reserved. The names, logos, and taglines identifying the products and services of Invensys are proprietary marks of Invensys or its subsidiaries.All third party trademarks and service marks are the proprietary marks of their respective owners.

Laurie Wang, PhD, P.Eng.InvensysOctober 17, 2013

Topics

● Excel-based SIM4ME Portal

● PRO/II and Excel interfaces

Slide 3

What is SIM4ME Portal?

SIM4ME Portal Excel integration with Simsci software simulation packages. Allowsfor bidirectional transfer of applicable variables between programs, andallows users without simulation experience the opportunity to interact withthe simulator without necessitating prior knowledge or experience with thesimulation software.

• SIM4ME Portal is an integration application that facilitates thepowerful combination of SimSci’s various process simulation products(PRO/II, VISUAL FLOW, INPLANT, PIPEPHASE, and ROMeo/ARPM)with Microsoft Excel.

Slide 4

SIM4ME Portal Excel integration with Simsci software simulation packages. Allowsfor bidirectional transfer of applicable variables between programs, andallows users without simulation experience the opportunity to interact withthe simulator without necessitating prior knowledge or experience with thesimulation software.

Typical Customer ProblemsProcess models contain a large amount of intellectualproperty that is only available to the simulation experts

• Typically not available to operators, maintenance personnel, andbusiness management

• Limits the return on investments of the process model

• SIM4ME Portal extends this intellectual property to everyone whomay have use for it

Slide 5

Process models contain a large amount of intellectualproperty that is only available to the simulation experts

• Typically not available to operators, maintenance personnel, andbusiness management

• Limits the return on investments of the process model

• SIM4ME Portal extends this intellectual property to everyone whomay have use for it

SIM4ME Portal – A Powerful Enabler

Slide 6

What Does It Enable You To Do?• To:

– Open a simulation file in Excel

– Change defined attributes in the simulation file

– Run the simulation from Excel

– Review results, warnings, errors, and solution history back inExcel

Slide 7

What Does It Enable You To Do?• To create custom reports and forms

Slide 8

What Does It Enable You To Do?• To create custom reports and forms

Slide 9

What Does It Enable You To Do?• To incorporate custom calculations and unit operations

Slide 10

What Does It Enable You To Do?• To create custom interfaces and facilitate operator training

Slide 11

What Does It Enable You To Do?• To:

– Specify and edit crude assay data

– Perform case studies

– Connect multiple simulation files

– Establish live-link between streams from different models

– Copy/Paste linked parameters

– Edit links to switch linked streams/unit operations

– Audit log

Slide 12

• To:

– Specify and edit crude assay data

– Perform case studies

– Connect multiple simulation files

– Establish live-link between streams from different models

– Copy/Paste linked parameters

– Edit links to switch linked streams/unit operations

– Audit log

Benefits of Using SIM4ME Portal• No simulation or coding experience required

• Customizable layouts, colors, fonts, and UOM

• Intuitive and familiar interface with unique drag and drop ability

• Seamless and stable integration with the following SimSci products:

– PES Suite – PRO/II, INPLANT, VISUAL FLOW

– UOS Suite – PIPEPHASE

– OPS Suite – ROMeo/ARPM

• Enabled by a separate license

Slide 13

• No simulation or coding experience required

• Customizable layouts, colors, fonts, and UOM

• Intuitive and familiar interface with unique drag and drop ability

• Seamless and stable integration with the following SimSci products:

– PES Suite – PRO/II, INPLANT, VISUAL FLOW

– UOS Suite – PIPEPHASE

– OPS Suite – ROMeo/ARPM

• Enabled by a separate license

Maximized return onyour investment inprocess simulation

Flexibilities by Design• Modes to launch SIM4ME Portal:

– From within simulation program

– Directly from start menu

• Creation options for a SIM4ME Portal file:

– Create a new Excel file

– Use an existing Excel file

• Can revert file back to a simple Excel workbook file at anytime

• Modes of Operation:

– Connected: Portal file is attached to simulation file while simulation isopen

– Stand-alone: Portal file is attached to simulation file without simulationopen

– Disconnected: Portal file is not attached to a simulation file (simple Excelworkbook)

Slide 14

• Modes to launch SIM4ME Portal:

– From within simulation program

– Directly from start menu

• Creation options for a SIM4ME Portal file:

– Create a new Excel file

– Use an existing Excel file

• Can revert file back to a simple Excel workbook file at anytime

• Modes of Operation:

– Connected: Portal file is attached to simulation file while simulation isopen

– Stand-alone: Portal file is attached to simulation file without simulationopen

– Disconnected: Portal file is not attached to a simulation file (simple Excelworkbook)

How Does It Work?1. Developbasesimulationmodel

2. OpenSIM4MEPortal andconnect tosimulationmodel toinitiate datatransfer

3. CustomizeSIM4MEPortal fileand/or runsimulationmodel fromSIM4MEPortal

4. Viewresults inPortaland/ortransferdata back tosimulationmodel

5. SaveSIM4MEPortal fileandsimulationmodel

Slide 15

SIM4MEPortal

ProcessSimulator

ProcessSimulator

PRO/II

INPLANT

VISUAL FLOW

PIPEPHASE

ROMeo/ARPM

SIM4MEPortal

PRO/II

INPLANT

VISUAL FLOW

PIPEPHASE

ROMeo/ARPM

To/FromSame

Program

To/FromDifferent

Programs

Slide 16

PRO/II

INPLANT

VISUAL FLOW

PIPEPHASE

ROMeo/ARPM

PRO/II

INPLANT

VISUAL FLOW

PIPEPHASE

ROMeo/ARPMThird party programs and utilities(i.e. – data historians, other custom

interfaces with Excel, etc)

To/FromSame

Program

Excel Interface

Drag and drop variablesfrom Flowsheet

Explorer to a cell.

The property value isstored in the cell where

you drop the link.

Red indicates achange to an

editableparameter value

Slide 17

Blue isuser input

field.

Green isread-only

outputfield.

ClickUOM toConvertvalues.

Drag and drop variablesfrom Flowsheet

Explorer to a cell.

The property value isstored in the cell where

you drop the link.

Right ClickdescriptionAnd select

“SIM4ME-ViewParameter Details”

to see details.

Shows all parametersin entire Portal file,

including what class,name, parameter type,

and simulation filethey come from.

Excel Interface

Slide 18

Right ClickdescriptionAnd select

“SIM4ME-ViewParameter Details”

to see details.

Changes andadditions toExcel when

connected toSIM4ME Portal

Excel Interface

Slide 19

Click Run to run filefrom SIM4ME Portal.

When finishedrunning, a Run

Complete messagewill pop up and themessages tab willshow you any run

messagesRun Statusduring run

SIMSCI Menu

• Flowsheet Explorer: Shows sidebar if it’snot there

• Disconnect Simulations: Reverts xls fileback to simple Excel worksheet

• Refresh: Updates Portal xls with updatedvalues from simulation’s database file

• Restore Input Data: Restores thesimulation’s database file to its initial inputvalues

• Help: Links to Portal help documentation

• About: Tells you which version of Portalyou have

Slide 20

• Flowsheet Explorer: Shows sidebar if it’snot there

• Disconnect Simulations: Reverts xls fileback to simple Excel worksheet

• Refresh: Updates Portal xls with updatedvalues from simulation’s database file

• Restore Input Data: Restores thesimulation’s database file to its initial inputvalues

• Help: Links to Portal help documentation

• About: Tells you which version of Portalyou have

Assay Handling

• To add assay data: Select an assay streamin the Flowsheet Explorer and go to AssayCharacterization Options Drag/Dropparameters of interest

• When changing assay input data, amessage will appear letting you know thatnew pseudo-components were generated

Slide 21

• To add assay data: Select an assay streamin the Flowsheet Explorer and go to AssayCharacterization Options Drag/Dropparameters of interest

• When changing assay input data, amessage will appear letting you know thatnew pseudo-components were generated

Case Studies• Add Case Study puts the initial Case Study grid in the active cell of

the worksheet

• Case Studies Layout switches between vertical and horizontal cyclelayout

• Run Window pops up during Case Study run to show its status

Slide 22

Case Studies

Click the CaseStudy’s Runbutton to run

the Case Study

Click and dragparameter here to addvariables and results

to Case Study

Click CaseStudy’s Delete

button todelete the

entire CaseStudy

Slide 23

Enter next cycle’svalue here to add

more cycles tothe Case Study

Right Click and select SIM4ME-Generate Points to enter Case

Study data through a moretraditional window

Click CaseStudy’s Delete

button todelete the

entire CaseStudy

Using Multiple Files with Portal

• Add Simulations: Connect toanother simulation file

• Remove/Replace Simulations:Remove or replace a linkedsimulation file

Slide 24

• Add Simulations…:Connect to anothersimulation file

• Remove/ReplaceSimulations…: Removeor replace a linkedsimulation file

• Flowsheet Explorershows differentsections for each file

• Run Sequencer sets therun order for runningthe files

Using Multiple Files with Portal

Slide 25

• Add Simulations…:Connect to anothersimulation file

• Remove/ReplaceSimulations…: Removeor replace a linkedsimulation file

• Flowsheet Explorershows differentsections for each file

• Run Sequencer sets therun order for runningthe files

Stream Link• Used to link a stream’s composition from one file to another stream’s

composition from a different file

• Automatically passes data from one file to the other

Slide 26

Stream Link Source streamgets dropped here

(2nd column)

Destination streamgets dropped here

(4th column)

Delete asingle stream

or entirestream link

Slide 27

SIM4ME Portal in Action• SIM4ME Portal and PRO/II

Slide 28

SIM4ME Portal in Action• There are three ways to access SIM4ME Portal for PRO/II models

1. From within PRO/II, select Output Report Manager SIM4ME Portal

2. From PRO/II, you can add a Portal shortcut icon to the PRO/II toolbar

by going to View Toolbar and adding the SIM4ME Portal icon

3. In stand-alone mode, it can be activated through a desktop shortcut or start-menu item at SIMSCI PRO/II SIM4ME Portal

Slide 29

• There are three ways to access SIM4ME Portal for PRO/II models1. From within PRO/II, select Output Report Manager SIM4ME Portal

2. From PRO/II, you can add a Portal shortcut icon to the PRO/II toolbar

by going to View Toolbar and adding the SIM4ME Portal icon

3. In stand-alone mode, it can be activated through a desktop shortcut or start-menu item at SIMSCI PRO/II SIM4ME Portal

SIM4ME Portal in Action• An easily configured Excel interface for an existing, complete PRO/II simulation

Slide 30

SIM4ME Portal in Action• SIM4ME Portal and VISUAL FLOW

Slide 31

• There are 3 ways to access SIM4ME Portal for VISUAL FLOW models1. From within VISUAL FLOW, select Tasks Open SIM4ME Portal

2. From VISUAL FLOW, click the SIM4ME Portal icon from the Toolbar

3. In stand-alone mode, it can be activated through a desktop shortcut or start-menu item at SIMSCI VISUAL FLOW SIM4ME Portal

SIM4ME Portal in Action

Slide 32

• There are 3 ways to access SIM4ME Portal for VISUAL FLOW models1. From within VISUAL FLOW, select Tasks Open SIM4ME Portal

2. From VISUAL FLOW, click the SIM4ME Portal icon from the Toolbar

3. In stand-alone mode, it can be activated through a desktop shortcut or start-menu item at SIMSCI VISUAL FLOW SIM4ME Portal

• VISUAL FLOW-Portal applications

– Run “what-if” scenarios to evaluate the impact of changing feed or processconditions on the overall performance

– Create custom calculations within Excel


Slide 33

Sample files

C:\ProgramFiles\SIMSCI\VisFlow55\User\Applib\PORTAL

SIM4ME Portal in Action• SIM4ME Portal and INPLANT

Slide 34

• There are four ways to access SIM4ME Portal for INPLANT models1. Within INPLANT, select View Output Open SIM4ME Portal from the menu bar


Slide 35

• There are four ways to access SIM4ME Portal for INPLANT models1. Within INPLANT, select View Output Open SIM4ME Portal from the menu bar

2. When a simulation is run throughthe run button, the user can launchthe portal from the SIM4ME Portaloption available on the RunSimulation and View Results screen

• There are four ways to access SIM4ME Portal for INPLANT models

3. Within INPLANT, click the SIM4ME Portal icon from the INPLANT toolbar

4. In stand-alone mode, it can be activated through a start-menu item at

SIMSCI INPLANT SIM4ME Portal

SIM4ME Portal in Action (contd.)

Slide 36

• INPLANT-Portal applications




Sample files

C:\SIMSCI\Inplant43\User\Samples\Portal

Slide 37

Sample files

C:\SIMSCI\Inplant43\User\Samples\Portal

SIM4ME Portal in Action• SIM4ME Portal and PIPEPHASE

Slide 38

• There are also four ways to access SIM4ME Portal for PIPEPHASEmodels1. Within PIPEPHASE, select View Output Open SIM4ME Portal from the menu bar


Slide 39

• There are also four ways to access SIM4ME Portal for PIPEPHASEmodels1. Within PIPEPHASE, select View Output Open SIM4ME Portal from the menu bar

2. When a simulation is run throughthe run button, the user can launchthe portal from the SIM4ME Portaloption available on the RunSimulation and View Results screen

• There are four ways to access SIM4ME Portal for PIPEPHASE models

3. Within PIPEPHASE, click the SIM4ME Portal icon from the toolbar

4. In stand-alone mode, it can be activated through a start-menu item at

SIMSCI PIPEPHASE SIM4ME Portal

SIM4ME Portal in Action (contd.)

Slide 40

• PIPEPHASE-Portal applications




Sample files

C:\SIMSCI\PPhase96\User\Samples\Portal

Slide 41

Sample files

C:\SIMSCI\PPhase96\User\Samples\Portal

Integrated Applications

CMGSTARS

PRO/II

PRO/II

Slide 42

CMGSTARS

PIPEPHASEPIPEPHASE

PRO/II and Excel Interfaces• Excel Unit Operation

– Perform complex custom calculations

– Model customized unit operations to extend PRO/II’s capabilities

– Integrate existing Excel models into the simulation calculation engine

– Excel UOP vs. SIM4ME Portal

– Excel UOP is run during the PRO/II run time

– SIM4ME Portal is run before/after the PRO/II run time

Slide 43

• Excel Unit Operation

– Perform complex custom calculations

– Model customized unit operations to extend PRO/II’s capabilities

– Integrate existing Excel models into the simulation calculation engine

– Excel UOP vs. SIM4ME Portal

– Excel UOP is run during the PRO/II run time

– SIM4ME Portal is run before/after the PRO/II run time

PRO/II Run TimeSIM4ME Portal SIM4ME Portal

Excel UOP

PRO/II and Excel Interfaces• Excel Unit Operation

– Doesn’t require additional license

– Macro security level in Excel should be set to Medium or Low

– Can be found in PFD Palette

Slide 44

PRO/II and Excel Interfaces• Excel Unit Operation setup

– Open DEW and link UOP to spreadsheet

We recommend using existing template C:\SIMSCI\PROII91\User\ExcelTemplate.xls

– Type “Sheet1” for Worksheet name

– Type “Macro1” for Macro name

– Optional: Check boxes

Slide 45

• Excel Unit Operation setup

– Open DEW and link UOP to spreadsheet

We recommend using existing template C:\SIMSCI\PROII91\User\ExcelTemplate.xls

– Type “Sheet1” for Worksheet name

– Type “Macro1” for Macro name

– Optional: Check boxes

• Excel Unit Operation Setup

– Pull data from PRO/II into Excel for Integers, Parameters, and Doubles

– Integers – Constant numbers (no decimals)

– Parameters – Calculated properties from other UOPs in PRO/II model

– Doubles – Constant numbers (decimals OK)

– Store values calculated in Excel into Parameters for use in PRO/II

PRO/II and Excel Interfaces

Slide 46


– Pull data from PRO/II into Excel for Integers, Parameters, and Doubles

– Integers – Constant numbers (no decimals)

– Parameters – Calculated properties from other UOPs in PRO/II model

– Doubles – Constant numbers (decimals OK)

– Store values calculated in Excel into Parameters for use in PRO/II



– Stream data pulledfrom PRO/II

– Data can be referencedfrom input section andused in user-definedequations elsewhere

– Stream data transferredback to PRO/II

– Calculated data storedinto output section viaVisual Basic coding

Slide 47

– Stream data pulledfrom PRO/II

– Data can be referencedfrom input section andused in user-definedequations elsewhere

– Stream data transferredback to PRO/II

– Calculated data storedinto output section viaVisual Basic coding

• Excel Output – Spreadsheets

– 15 Excel output reports enabled by built-in macros

– Tools Spreadsheet

– Quick and easy


Slide 48

• Excel Output – Spreadsheets

– 15 Excel output reports enabled by built-in macros

– Tools Spreadsheet

– Quick and easy

• Excel Output – SIM4ME Reports

– Create custom Excel reports with only the information you want

– Customize –

– Which units/streams are reported

– Level of detail they are reported

– Layout of the results

– Units of Measurement

– Does not require an additional license

– 2 Custom reports already available

– Summary – Simplified Excel report for all units and streams. Similarto Right Click View Results

– Detailed – Detailed Excel report for all units and streams. Similar togenerating the text output report.


Slide 49

• Excel Output – SIM4ME Reports

– Create custom Excel reports with only the information you want

– Customize –

– Which units/streams are reported

– Level of detail they are reported

– Layout of the results

– Units of Measurement

– Does not require an additional license

– 2 Custom reports already available

– Summary – Simplified Excel report for all units and streams. Similarto Right Click View Results

– Detailed – Detailed Excel report for all units and streams. Similar togenerating the text output report.

PRO/II and Excel Interfaces• Excel Output – SIM4ME Reports (Report Manager)

• New

• Select Active Report

• Open Active Report

• Generate Excel Report

• View Excel Report

• Delete Active Report

• Export Report

• Import Report

• Add to Active Report

– Adds selected UOPs and

Streams to Active Report

Slide 50

• Excel Output – SIM4ME Reports (Report Manager)• New

• Select Active Report

• Open Active Report

• Generate Excel Report

• View Excel Report

• Delete Active Report

• Export Report

• Import Report

• Add to Active Report

– Adds selected UOPs and

Streams to Active Report

• Excel Output – SIM4ME Reports (Data Entry Window)


Toggles the Flowsheet Explorer tree on/off

New, Open, andSave Report

Messages, Generate Report,View Report, and Refresh

Slide 51



Class Name is the typeof Unit/Stream it is

Name ofUnit/Stream

View is howmuch detail yousee in the report

Section refers to which ExcelSheet it appears on in the report

You can disable specificUOPs/streams when necessary

Allows you to apply thespecific layout/build of aparticular UOP/stream toany/all other UOPs/streams ofthe same Class

Slide 52



Name of Parameter forParticular UOP/Stream

ExpandableView

Value of Parameterafter last run inPRO/II

Units of Measure for theParameter. Click UOM cellfor particular Parameter tochange UOM.

Expandable tree browser for allUOPs/streams in flowsheet. Breakseach UOP/stream down to its simplestproperties. Can drag/drop individualproperties or groups/folders ofproperties.

Slide 53

ExpandableView

• Excel Output – SIM4ME Reports (Output)


Completion status while generating report shown in PRO/II.Index sheet shown after completion. Hyperlinks to other sheetsand back to the Index sheet are on each sheet. Each sheet canbe viewed at the bottom of the Excel workbook. The “Section”option in SIM4ME Reports dictates what sheets exist.

Slide 54



Each sheet will show a different report. Classesfor UOPs/streams will have their own sections(tab pages). The order in which they appeardepends on how you define/create the report.

Slide 55


– Automatically generates plots and tables normally available throughOutput Generate Plots


Slide 56

To Recap

● Excel-based SIM4ME Portal enables you to– Effectively integrate process models created in different simulation tools

– Share intellectual properties and simulation expertise beyond domain experts

– Make well informed operation and business decisions

– Maximize the return of your investment in process simulation

• Taking advantage of Excel interfaces with PRO/II and other SimSciproducts will significantly enrich your experience in processsimulation

Slide 57

● Excel-based SIM4ME Portal enables you to– Effectively integrate process models created in different simulation tools

– Share intellectual properties and simulation expertise beyond domain experts

– Make well informed operation and business decisions

– Maximize the return of your investment in process simulation

• Taking advantage of Excel interfaces with PRO/II and other SimSciproducts will significantly enrich your experience in processsimulation

Thank You for Attending This Session

For Technical Support

1-800-SIMSCI-1 (1-800-746-7241)

Email: [email protected]

Slide 58

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