cadworx p&id user guide

Printed on 22 July 2008

User Guide

CADWorx P&ID

Copyright © 1993-2008 COADE, Inc. All Rights Reserved.

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CADWorx P&ID License Agreement Licensor: COADE/Engineering Physics Software, Inc., 12777 Jones Road, Suite 480, Houston, Texas 77070.

ACCEPTANCE OF TERMS OF AGREEMENT BY THE USER

YOU SHOULD CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS BEFORE USING THIS PROGRAM. USING THIS PROGRAM INDICATES YOUR ACCEPTANCE OF THESE TERMS AND CONDITIONS.

The enclosed proprietary encoded materials, hereinafter referred to as the Licensed Program(s), are the property of COADE and are provided to you under the terms and conditions of this License Agreement. You assume responsibility for the selection of the appropriate Licensed Program(s) to achieve the intended results, and for the installation, use, and results obtained from the selected Licensed Program(s).

LICENSE GRANT

In return for the payment of the license fee associated with the acquisition of the Licensed Program(s) from COADE, COADE hereby grants you the following non-exclusive rights with regard to the Licensed Program(s):

1. Use of the Licensed Program(s) on one machine. Under no circumstances is the Licensed Program to be executed without a COADE External Software Lock (ESL) or properly authorized software lock license.

2. To transfer the Licensed Program(s) and license it to a third party if the third party acknowledges in writing its agreement to accept the Licensed Program(s) under the terms and conditions of this License Agreement; if you transfer the Licensed Program(s), you must at the same time either transfer all copies whether printed or in machine-readable form to the same party or destroy any copies not so transferred; the requirement to transfer and/or destroy copies of the Licensed Program(s) contained or merged into other programs.

You agree to reproduce and include the copyright notice as it appears on the Licensed Program(s) on any copy, modification, merged portion of the Licensed Program(s).

THE LICENSE DOES NOT GIVE YOU ANY RIGHT TO USE, MODIFY, OR TRANSFER THE LICENSED PROGRAM(S) OR ANY COPY, MODIFICATION, OR MERGED PORTION THEREOF, IN WHOLE OR IN PART, EXCEPT AS EXPRESSLY PROVIDED IN THIS LICENSED AGREEMENT.

IF YOU TRANSFER POSSESSION OF ANY COPY, MODIFICATION, OR MERGED PORTION OF THE LICENSED PROGRAM(S) TO ANOTHER PARTY, THE LICENSE GRANTED HEREUNDER TO YOU IS AUTOMATICALLY TERMINATED.

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TERM

This License Agreement is effective upon acceptance and use of the Licensed Program(s) until terminated in accordance with the terms of this License Agreement. You may terminate the License Agreement at any time by destroying the Licensed Program(s) together with all copies, modifications, and merged portions thereof in any form. This License Agreement will also terminate upon conditions set forth elsewhere in this Agreement or automatically in the event you fail to comply with any term or condition of this License Agreement. You hereby agree upon such termination to destroy the Licensed Program(s) together with all copies, modifications, and merged portions thereof in any form.

LIMITED WARRANTY

The Licensed Program(s), i.e. the tangible proprietary software, is provided, "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED AND EXPLICITLY EXCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. The entire risk as to the quality and performance of the Licensed Program(s) is with you.

Some jurisdictions do not allow the exclusion of limited warranties, and, in those jurisdictions the above exclusions may not apply. This Limited Warranty gives you specific legal rights, and you may also have other rights which vary from one jurisdiction to another.

COADE does not warrant that the functions contained in the Licensed Program(s) will meet your requirements or that the operation of the program will be uninterrupted or error free.

COADE does warrant, however, that the CD-ROM, i.e. the tangible physical medium on which the Licensed Program(s) is furnished, to be free from defects in materials and workmanship under normal use for a period of ninety (90) days from the date of delivery to you as evidenced by a copy of your receipt.

COADE warrants that any program errors will be fixed by COADE, at COADE's expense, as soon as possible after the problem is reported and verified. However, only those customers current on their update/maintenance contracts are eligible to receive the corrected version of the program.

ENTIRE AGREEMENT

This written Agreement constitutes the entire agreement between the parties concerning the Licensed Program(s). No agent, distributor, salesman, or other person acting or representing themselves to act on behalf of COADE has the authority to modify or supplement the limited warrant contained herein, nor any of the other specific provisions of this Agreement, and no such modifications or supplements shall be effective unless agreed to in writing by an officer of COADE having authority to act on behalf of COADE in this regard.

LIMITATIONS OF REMEDIES

COADE's entire liability and your exclusive remedy shall be:

1. The replacement of any CD-ROM not meeting COADE's "Limited Warranty" as defined herein and which is returned to COADE or an authorized COADE dealer with a copy of your receipt, or

2. If COADE or the dealer is unable to deliver a replacement CD-ROM which is free of defects in materials or workmanship you may terminate this License Agreement by returning the Licensed Program(s) and associated documentation and you will be refunded all the monies paid to COADE to acquire the Licensed Program(s).

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IN NO EVENT WILL COADE BE LIABLE TO YOU FOR ANY DAMAGES, INCLUDING ANY LOST PROFITS, LOST SAVINGS, AND OTHER INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE LICENSED PROGRAM(S) EVEN IF COADE OR AN AUTHORIZED COADE DEALER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, OR FOR ANY CLAIM BY ANY OTHER PARTY.

SOME JURISDICTIONS DO NOT PERMIT LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL AND CONSEQUENTIAL DAMAGES SO THAT THE ABOVE LIMITATION AND EXCLUSION MAY NOT APPLY IN THOSE JURISDICTIONS. FURTHERMORE, COADE DOES NOT PURPORT TO DISCLAIM ANY LIABILITY FOR PERSONAL INJURY CAUSED BY DEFECTS IN THE CD-ROM OR OTHER PRODUCTS PROVIDED BY COADE PURSUANT TO THIS LICENSE AGREEMENT.

GENERAL

You may not sublicense, assign or transfer your rights under this License Agreement or the Licensed Program(s) except as expressly provided in the License Agreement. Any attempt otherwise to sublicense, assign or transfer any of the rights, duties or obligations hereunder is void and constitutes a breach of this License Agreement giving COADE the right to terminate as specified herein. This Agreement is governed by the laws of the State of Texas, United States of America.

The initial license fee includes one (1) year of support, maintenance, and enhancements to the program. After the first 1-year term, such updates and support are optional at the then current update fee.

Questions concerning this License Agreement, and all notices herein shall be made by contacting COADE in writing at COADE, 12777 Jones Road, Suite 480, Houston, Texas 77070.

EXPORT RESTRICTIONS

You acknowledge the Software is subject to U.S. export jurisdiction. You agree to comply with all applicable international and national laws that apply to the Software, including the U.S. Export Administration Regulations, as well as end-user, end-use, and destination restrictions issued by U.S. and other governments. For additional information see http://www.bis.doc.gov (http://www.bis.doc.gov).

TRADEMARKS

AutoCAD and ObjectARX are trademarks of Autodesk. Windows, Access, SQL Server, Excel, Word are trademarks of Microsoft Corporation. Oracle is a trademark of Oracle Corporation. Other trademarks are the property of their respective owners.

COADE Inc. 12777 Jones Road, Suite 480

Houston, Texas 77070 U.S.A.

Copyright © 1993-2008 COADE, Inc. All Rights Reserved.

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Table of Contents

Installation 11

Conventions .................................................................................................................................11 Program Support/User Assistance...............................................................................................12 Installation Overview ....................................................................................................................13 Installation Start............................................................................................................................13 External Software Lock (ESL) ......................................................................................................20 ESL Installation ............................................................................................................................21 Startup Defaults............................................................................................................................24 Configuration File .........................................................................................................................25 Support Directory .........................................................................................................................37

Setup 39

Startup Options ............................................................................................................................40 Setup ............................................................................................................................................41

Toolbars 53

Accessing and Docking Toolbars.................................................................................................54 Equipment ....................................................................................................................................56 Lines.............................................................................................................................................60 Instruments...................................................................................................................................61 Valves...........................................................................................................................................62 Arrows ..........................................................................................................................................63 Text...............................................................................................................................................64 Miscellaneous...............................................................................................................................65 Settings ........................................................................................................................................68

Accessory 71

Menu Symbols..............................................................................................................................72 Make Group..................................................................................................................................98 Add to Group ................................................................................................................................98 Remove from Group.....................................................................................................................99 Add Xdata...................................................................................................................................100 Remove Xdata............................................................................................................................101 Map Edit .....................................................................................................................................102 Database ....................................................................................................................................105 Specification ...............................................................................................................................156 Size.............................................................................................................................................176 Line Numbering ..........................................................................................................................179 Loop Numbering.........................................................................................................................181 Loop Diagrams...........................................................................................................................183

Utility 193

8 Contents

Settings ......................................................................................................................................194 Component Edit..........................................................................................................................195 Flip Symbol.................................................................................................................................218 Text Correction...........................................................................................................................219 Tag Line .....................................................................................................................................220 Mend Line...................................................................................................................................221 Set Visibility ................................................................................................................................222 Process Assign...........................................................................................................................223 Change Att Layer .......................................................................................................................223 Layer Control..............................................................................................................................223

FAQ 227

Importing Existing Drawings.......................................................................................................228 Adding New Symbols .................................................................................................................229 Modifying Existing Symbols .......................................................................................................229 Project Setup Options ................................................................................................................230 Adding a Column to the Database .............................................................................................235 Create Specification Driven Drawings........................................................................................235 Creating a Base Profile ..............................................................................................................236 Knowledge Base Articles ...........................................................................................................237

Basic Tutorial 239

Starting a drawing ......................................................................................................................240 Using Toolbars ...........................................................................................................................242 Setup ..........................................................................................................................................244 Drawing Vessels.........................................................................................................................247 Placing Pumps ...........................................................................................................................249 Placing a Horizontal Vessel .......................................................................................................252 Placing Exchangers....................................................................................................................253 Command Aliases ......................................................................................................................254 Tagging the Equipment ..............................................................................................................255 Drawing Process Lines...............................................................................................................257 Placing Nozzles..........................................................................................................................264 Placing Instrumentation..............................................................................................................265 Placing Valves and Control Valves ............................................................................................270 Creating Relief Valves................................................................................................................276 The Finishing Touches ...............................................................................................................279

Advanced Tutorial 281

Starting a Drawing......................................................................................................................282 Using Toolbars ...........................................................................................................................285 Setup ..........................................................................................................................................287 Drawing Vessels.........................................................................................................................290 Placing Pumps ...........................................................................................................................293 Placing the Horizontal Vessels...................................................................................................295 Placing Exchangers....................................................................................................................297 Command Aliases ......................................................................................................................298 Drawing Process Lines...............................................................................................................298 Entering the Tag Information for the Process Lines...................................................................304 Placing Nozzles..........................................................................................................................307 Placing Instrumentation..............................................................................................................308

Contents 9

Placing Valves and Control Valves ............................................................................................313 Using WBLOCK and MENUSYMBOL Command ......................................................................317 Creating Embedded Instruments ...............................................................................................323 Creating Relief Valves................................................................................................................324 Adding Documentation to Equipment.........................................................................................326 The Finishing Touches ...............................................................................................................328 Add Links (On/Off Arrows) .........................................................................................................329 Adding a Non-Database Drawing to the Project ........................................................................333 Default Project Forms, Reports and Queries .............................................................................334 Creating a Query in Access .......................................................................................................334 Creating a Form in Access.........................................................................................................337 Creating a Report in Access ......................................................................................................339 Changing Data within Access ....................................................................................................343 Renaming Database Columns ...................................................................................................345

Aliases and Command Names 349

ODBC Drivers 353

Miscellaneous Support Files 359

Special Commands 361

Index 365

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In This Chapter Conventions ....................................................................... 11 Program Support/User Assistance .................................... 12 Installation Overview.......................................................... 13 Installation Start ................................................................. 13 External Software Lock (ESL)............................................ 20 ESL Installation .................................................................. 21 Startup Defaults ................................................................. 24 Configuration File............................................................... 25 Support Directory ............................................................... 37

Conventions

Before reviewing this guide, it is important to understand the terms and conventions used in the documentation.

Use the information below to identify the convention and the type of information.

Convention Type of Information <INSTALL-DIR> This refers to the CADWorx installation directory on

your computer. For example, C:\CADWorx P&ID. Substitute your installation directory anywhere this notation is used.

<ACAD-DIR> This refers to your AutoCAD installation directory. For example, C:\AutoCAD 2000i. Substitute your installation directory anywhere this notation is used.

C H A P T E R 1

Installation

12 CADWorx P&ID User Guide

<CD-DRIVE> This refers to your CD-ROM drive. Substitute your CD-ROM drive letter anywhere this notation is used.

Command Line Items that need to be typed in or appear at the AutoCAD command line.

User Responses This refers to user responses to command prompts.

Commands CADWorx and AutoCAD commands.

Options Command line options.

CAPITALS AutoCAD system variables or keywords.

KEY+KEY Key combinations for which the user must press and hold down one key and then press another, for example, CTRL+P, or ALT+F4.

Program Support/User Assistance

CADWorx P&ID has been developed by designers and engineers for designers and engineers. The design of CADWorx P&ID targeted ease of use, wide applicability, and overcoming the limitation of other process and instrumentation packages.

During the development of CADWorx P&ID, the comments and suggestions of many designers were incorporated to provide a wide range of capabilities.

CADWorx P&ID provides the most efficient tool available today for generating process and instrumentation drawings. This user’s guide provides an explanation of all of the functions and routine of CADWorx P&ID.

Comments and suggestions from the user community are always welcome. If the user has suggestions about CADWorx P&ID, or has a “better idea,” we invited them to contact COADE technical support.

COADE understands the designer's needs to produce efficient, economical, and expeditious designs and drawings. To that end, COADE has a staff of professionals ready to address CADWorx P&ID issues raised by the user. CADWorx P&ID support is available via the Internet, telephone, facsimile, and by mail. COADE provides this service at no additional charge to the user. It is expected, however, that the questions focus on the current version of the program.

Chapter 1 Installation 13

Installation Overview

CADWorx P&ID is installed on the system hard drive using the installation program called SETUP.EXE located on the CD ROM. This installation program has been designed to allow full installation and ease of updating. This section will explain the operation of the installation program, the format of CADWorx P&ID program on the CD ROM, and the options available to the user.

The installation process is relatively simple to accomplish. After starting the installation program the user will be prompted for the required information. If the computer that the installation is being performed has auto run enabled, the setup procedure will automatically start.

The CD ROM contains various files, all of which are compressed into files that the installation can read. The only way to extract these files out is to run the installation program (SETUP.EXE).

Installation Start

Quick Start

Run the SETUP.EXE.

To start CADWorx P&ID, pick the icon created during installation.

Dialogs will carry the user through the rest of the installation.

First time execution of the program will require certain startup parameters to be set. Most of the time, the defaults will be sufficient.

Procedure

The installation is similar to most other Windows installations. The following information will be required:

� What drive will be used?

� Which version of AutoCAD will CADWorx P&ID use?

� What directory will CADWorx P&ID be installed in?

� The name of the Windows program group.

� The type of the hardware lock

Once these items are known, the installation process can be started. The installation process is detailed in the steps below:

1. Insert the CD ROM in the drive.


2. Select the Start button.

3. Select Run.

4. In the command line type in <CD-DRIVE>:\SETUP.EXE, (or use the Browse... button to locate SETUP.EXE on the CD ROM drive)

5. Select the OK button and this will start the installation procedure.

The next two questions pertain to AutoCAD version and install directory. The installation program will automatically try to locate a compatible AutoCAD install directory.


CADWorx 2009 is compatible with the following AutoCAD versions:

� AutoCAD 2009 (32 bit version only)

� AutoCAD 2008 (32 bit version only)

� AutoCAD 2007

� AutoCAD 2006

CADWorx 2009 is compatible with the following Autodesk vertical products:

� AutoCAD Mechanical 2009/2008/2007/2006

� AutoCAD Electrical 2009/2008/2007/2006

� Autodesk Mechanical Desktop 2009/2008/2007/2006

� AutoCAD Architecture 2009/2008, Autodesk Architectural Desktop 2007/2006

� AutoCAD MEP 2009/2008, Autodesk Building Systems 2007.1/2007/2006

� AutoCAD Land Desktop 2009/2008, Autodesk Land Desktop 2007/2006

� AutoCAD Civil 3D 2009/2008, Autodesk Civil 3D 2007/2006

� AutoCAD Map 3D 2009/2008, Autodesk Map 3D 2007/2006

CADWorx 2009 is NOT compatible:

� AutoCAD 2009 (64 bit version)

� AutoCAD 2008 (64 bit version)

� Any Autodesk vertical product based on 64 bit version of AutoCAD 2008 or AutoCAD 2009

� AutoCAD Electrical 2009/2008 (64 bit version)

� AutoCAD Mechanical 2009/2008 (64 bit version)

� Autodesk Mechanical Desktop 2009/2008 (64 bit version)

� AutoCAD LT

� Autodesk Inventor

� Autodesk Revit


The next step questions where to install CADWorx P&ID. The drive and directory location will be required. Once the target disk drive and directory are known, the installation program checks their existence and available space. If the target directory does not exist, it is created.

The next step asks for the Windows program group. The dialog will show all current program groups on the machine. The user can either choose a new one, or overwrite the entries in an existing group.

The next step asks for the hardware lock type and color. The installation will install the necessary files and drivers for the option chosen.

During the installation process, a progress bar will be displayed along with the status of the installation process.


Icon Properties

The CADWorx P&ID program can be run from any location on any hard drive system (network or local). The user is responsible for all support search paths which might be required to find certain project or job folders. These search paths can be added or modified from the CADWorx P&ID profile. CADWorx P&ID uses the AutoCAD command line switch /P (User Profile) for starting and running the program within AutoCAD.

If for example, AutoCAD 2009 is installed in C:\Program Files\AutoCAD 2009, the properties of the shortcut created will resemble the following:

"C:\Program Files\AutoCAD 2009\Acad.exe" /P CADWorx_PID

The installation program will automatically create a CADWorx_PID user profile. The profile can be manually created by adding the support file search paths (shown below) and the template file location.

The CADWorx P&ID support directory has to be first in the search path because the ACAD.RX file used to load CADWorx P&ID is found in the <INSTALL-DIR>\SUPPORT directory. The ACAD.RX file is a text file that AutoCAD uses to load ARX routines. If another support directory is required to be first, copy the ACAD.RX file into that directory. The CADWorx menu is loaded by the ARX file.

Note: To setup the profile for another user login on the same machine, run the utility SETUP_PROFILE_P&ID.EXE


Software Installation on Network Drive

The installation program treats a network drive no differently than a local hard drive. Simply specify the target installation drive and directory and the software will be installed accordingly. Some networks protect installation directories from subsequent modification by users. CADWorx P&ID requires setting the access rights to the installation directory to write, read and modify in specific directories.

Since CADWorx P&ID utilizes data files specific to the installation that a user may need to modify, these files cannot be located in the protected installation directory. These data files are located in a sub-directory named <INSTALL-DIR>\SYSTEM and <INSTALL-DIR>\SUPPORT. Users should be given all access rights to this <INSTALL-DIR>\SYSTEM and <INSTALL-DIR>\SUPPORT directory (while the actual name of the program’s installation directory can be specified by the person installing the software, the \SYSTEM and \SUPPORT sub-directory name is fixed, and is automatically created). Renaming the sub-directories will cause the software to fail and generate errors.

If the users are allowed to modify the specifications and/or component data files, these default directories also need to allow full access. The specification files are found in the <INSTALL-DIR>\SPEC directory. The data files are found in the <INSTALL-DIR>\LIB_I, \LIB_M, \LIB_MM, \STEEL_I, and \STEEL_M directories. These directories can be moved to a user specified location after the program is installed by using the configuration facilities within the Setup function within CADWorx P&ID

When the software is installed on a network drive, the individual user workstation must contain the command line directives in the icon to properly locate and run the software. The easiest way to create the icon on the user workstation is to run the SETUP_PROFILE_P&ID.EXE routine on the workstation.

Note: Administrator rights will be required on the machine to install the program. After the installation has been completed, administrator rights can be revoked. Administrator rights are not required to run CADWorx P&ID.

CADWorx P&ID can be run on a network or stand alone workstations. There are three different network installation configurations possible.

1. The first configuration occurs when the software is installed on the network drive, and the users all have local hardware lock (a white hardware lock attached on a user workstation).

2. The second configuration occurs when a single network (a red lock attached on a network system) lock is to be used, and subsequently accessed by multiple users. The software itself is installed on a network drive or on local workstations.

3. The third configuration occurs when the software is installed on the network drive, and both local hardware locks and a network hardware locks are used.

All three configurations will work with CADWorx P&ID.


External Software Lock (ESL)

The installation program installs the drivers for the External Software Lock (ESL). ESLs are red, white, green, or purple in color and attach to parallel or USB ports.

All ESL related files and drivers can be found in the <INSTALL-DIR>\ASSIDRV directory. The _ReadMe.txt file describes most of the files in the <INSTALL-DIR>\ASSIDRV directory. The _NetHASP_Setup.txt file is a quick guide to installing the network (red) ESL on a Windows network. Please review these files for more detailed information

The remainder of this section deals with detailed information on ESL and is not required reading for a local installation.

The ESL is the security protection method employed by COADE. The ESL responds to queries by the software at various intervals. As long as the response from the ESL is as expected, the software continues to execute and operate normally. An invalid response from the ESL causes the software to return an error and terminate the program.

The parallel type ESL can be easily attached to the parallel port of the computer. The printer cable should then be attached to the other side of the ESL.

The USB type ESL can be easily attached to the USB port of the computer. Most computers will have several USB ports available and any can be used.

Note: Do not connect a Plant and a P&ID lock (two separate locks) to the same machine. The program will find the first lock and return its code. If the Plant program finds the P&ID lock, it will return an error. If the same machine is going to run both Plant and P&ID, then please contact COADE Sales Department ([email protected]) to request that both programs be licensed from the same lock.

The ESL contains the response to the program queries, and other client specific information. This information includes the company name and ESL number. Additional data may be stored on the ESL depending on the specific program and on the specific client.

Network ESLs must be attached to a machine on the network (this can be a workstation or the server). In order for the network to respond to software requests for the ESL, the NetHASP License Manager utility program must be running on the machine where the ESL is attached.


Notes on Network ESLs

There are advantages and disadvantages in utilizing a network ESL. The advantage is that many users have access (from a variety of computers) to the software from a single server.

Additional points for consideration are:

� Depending on the number of licenses allowed by the network ESL, some users may receive error messages when attempting to access the software. For example, assume the ESL has been configured to allow four simultaneous users. When the fifth user attempts to access the software an error message will be generated stating no licenses are available. The fifth user will not be able to access the software until one of the first four exits and releases a license.

� Due to the communication procedures between the workstations and the file server, memory access to the network ESL is much slower than to a local ESL. This access time delay only occurs once, when the software is first started after installation.

� As previously stated, there is no network specific version of the software. The software looks first for a local ESL, then if necessary for a network ESL. This allows both a network ESL and several local ESLs to be utilized on the same system. This transparent ESL access procedure allows a single version of the software to be used on the network, and on remote machines.

� It is suggested that only 70 to 80 percent of the desired licenses be assigned to a network ESL. The remaining 20 to 30 percent of the licenses would be assigned to local ESLs. This enables the local ESL to be moved between computers. Note that if all of the licenses are on the network ESL, a user must be logged into the network to access the software. A few local ESLs provide much greater operating flexibility.

ESL Installation

The following topics explain how to install the different types of hardware locks supported by CADWorx P&ID.

Local Lock Installation

Hardware Lock Instructions for Windows 2000/XP/2003/Vista:

1. Double click on the file "..\ASSIDRV\HDD32.EXE" in Windows Explorer.

2. Follow the on screen instructions to install HASP driver.

3. Double click on the file "..\ASSIDRV\HaspHLDriverSetup.exe" in Windows Explorer.

4. Follow the on screen instructions to install the HASP HL driver.

Note: Some steps are automatically performed by the installation program. They are listed here for your reference only. All files referenced here can be found in the <INSTALL-DIR>\ASSIDRV directory


Network Lock Installation

General information about Red Network ESLs.

1. The Red Network ESL should be setup by a person who is FAMILIAR with Windows based networks such as your Network Administrator. If you are not familiar with concepts such as Network Protocols, Broadcast, IP Addresses, TCP, UDP, and Windows Services, please do not attempt to setup the Red Network ESL.

2. The Red Network ESL does NOT have to be attached to the Network Server. COADE recommends attaching the Red Network ESL to a machine that is always up and running, can be re-booted without impact to users, and is not the primary machine for any user on the network.

3. If you install a COADE application on a network drive for many users to access, please make the ..\SYSTEM directory under the COADE application directory has read/write privileges for all users. COADE applications write temporary files to the ..\SYSTEM directory that pertain to the install. For CADWorx, the ..\SUPPORT directory also needs to have read/write privileges for all users.

4. If using other network protocols (NetBIOS or IPX), check Aladdin web site for instructions: http://www.aladdin.com/support/hasp/enduser.asp. The only protocol tested with COADE applications is TCP/IP.

5. The information provided in this file is a supplement to the NetHASP Documentation file called _NETHASP.PDF in the "..\ASSIDRV" directory. Please review _NETHASP.PDF file for any issues not addressed in this file.

NetHASP License Manager / NETHASP.INI Instructions 1. You must have ADMINISTRATOR level privileges to perform these steps.

2. Attach the Red network hardware lock to the parallel port or USB port of the machine.

3. Run the file "LMSETUP.EXE" on the machine where the hardware lock is attached. The LMSETUP.EXE file will be at ..\CADWorx\ASSIDRV\LMSETUP.EXE. Follow the on screen instructions and install the NetHASP License Manager as a "Service".

4. The NetHASP License Manager will automatically start every time the user re-boots the machine. This occurs because the NetHASP License Manager is setup as a start up service inside Windows 2000/XP/2003/Vista. To verify that this has occurred, go to Windows Start Button->Settings->Control Panel->Services Icon. In the Services dialog box, there should be an entry called "HASP Loader". The HASP Loader Service will start even if no one logs into the machine.

5. Determine what protocols the NetHASP License Manager is listening to. The NetHASP License Manager will display a message such as:

"Server is listening to IPX : Loaded"

"Server is listening to TCP/IP : Loaded"

"Server is listening to NetBIOS : loaded"

6. The "loaded" means that this protocol is active on the machine. Hit the Activity Log pull down menu. This will bring up the activity log which will confirm what protocols are loaded. Do not be alarmed if the activity log says that "NHSRV.INI" file not found.


7. The Activity Log has a box in the top left that will allow you to bring up just the information specific to each protocol. Bring up the Activity Log for the protocol you want to use. Make sure there are no error messages here.

8. For TCP/IP Protocol, the Activity Log should say something like:

"Server IP address: 111.111.111.111"

"Server Host Name: PDC_NT01"

9. To speed up response time to the Network key, you may "unload" the any protocols that you are not planning on using with the NetHASP License Manager. This can be done from the Remove pull down menu.

NETHASP.INI modification for TCP/IP Protocol:

1. To configure this protocol, you must know the IP address of the machine where the Red Network hardware lock is attached. Example: 111.111.111.111

2. Modify the NETHASP.INI file located at ..\CADWorx\ASSIDRV\NETHASP.INI with the following changes. [NH_COMMON] NH_TCPIP = Enabled [NH_TCPIP] NH_SERVER_ADDR = 111.111.111.111 NH_USE_BROADCAST = Disabled

You may also have to modify other entries in [NH_TCPIP] Section depending on your network setup. The most common entries to modify are: NH_TCPIP_METHOD

3. Copy the NETHASP.INI file into AutoCAD EXE (ACAD.EXE) directory:

Example: AutoCAD 2006 - (C:\Program Files\AutoCAD 2009);




For CADWorx Design Review, copy the NETHASP.INI into the C:\Program Files\COADE\COADE CADWorx Design Review 2008 directory

4. Start CADWorx P&ID.

Troubleshooting Network Locks 1. Verify that the NetHASP License Manager is running on the machine where the Red

Network ESL is attached.

2. Verify the Protocols that NetHASP License Manager is broadcasting. Make sure that these protocols are installed on the Client machines.


3. Install and run the Monitor Utility that is located in the <INSTALL-DIR>\ASSIDRV\NetHASPMonitorSetup.exe. If NetHASP Monitor cannot find the Red Network ESL, than the CADWorx P&ID will not find the Red Network ESL

Startup Defaults

When starting the CADWorx P&ID program for the first time, the user will be prompted for the system of measurement to be used in the drawing, i.e., imperial measurements with imperial pipe size, metric measurements with imperial pipe size, or metric measurements with metric pipe size. If imperial is chosen, then the default configuration file would be IMPERIAL.CFG, in the <INSTALL-DIR>\SYSTEM directory. If metric measurements were chosen, then the default configuration file would be METRIC.CFG in the <INSTALL-DIR>\SYSTEM directory.

These startup parameters provide default values each time the program is started (arrow sizes, text sizes, bubble radius, etc.). It is stored in a file designated at the start of the drawing.

Choose Environment

Use these radio buttons to chose the initial drawing environment as explained above.


Configuration File

The program reads the configuration file whenever it is started. This file can be modified during setup routines, as discussed later (see page 41) in this manual.


Drawing Prototype

This section allows the user to select the drawing environment type with the three radio buttons supplied here. When the Imperial - Inch radio button is selected, the program restores the <INSTALL-DIR>\SYSTEM\IMPERIAL.CFG. When the Metric-Inch or Metric-Metric radio button is selected, the program restores the <INSTALL-DIR>\SYSTEM\METRIC.CFG.

For AutoCAD 2000i and 2002, the default template, IMPERIAL.DWT (METRIC.DWG for metric) is also stored in the registry. Therefore each time the program is started, the corresponding template will be used. In AutoCAD 2000 the default prototype template is not stored in the registry and must be selected each time.

This will also change the SystemMeasure (see page 35) variable to 0, 1, or 2 as explained below.

List

This list box allows the user to select or highlight a variable that needs changing. Use the edit box below to change the variable after it has been selected. See the next topic, Startup Variables (see page 27) for more information on the items in this list.

Save

Use this button to save the current configuration file to its present location.

Save As

Use this button to save the current configuration file to another location.

Restore

Use this button to restore a saved configuration file to the current drawing environment. This will place the configuration file’s location in the registry and it will be used the next time CADWorx P&ID is initialized.

Cancel

Use this button to undo any action performed.

Help

Use this button to display Help.


Startup Variables

These startup parameters provide default values each time the program is started. This file can be modified as desired for the required drawing defaults. The last configuration file is stored in the registry and will be used again and again until it has been changed to another with the Restore button.

The program accesses the configuration file whenever it is started. If this file does not exist, the program will prompt the user to select the initial drawing environment as explained earlier. If the default templates cannot be found, another dialog will appear indicating that the program will need to be re-installed.

The following lines of information will be displayed in the dialog and placed in this file. Each line below will have a description immediately following it outlining its purpose.

AlphaSizeControl

Default value: 0 Allowed values: 0, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10

This variable controls how many decimal places are used in Alpha Size. Setting this variable to 0 (zero) will place no decimals in Alpha Size. Setting the variable to a value from 1 to 9 will place 1 to 9 decimal places in Alpha Size. Setting this variable to 10 (ten) will suppress trailing zeros in Alpha Size.

Example with value a of 0:

� For Imperial pipe size: 4 1/2" would be 4 1/2" or 6" would be 6"

� For Metric pipe size: 50 would be 50 or 60.3 would be 60


� For Imperial pipe size: 4 1/2" would be 4.500" or 6" would be 6.000"

� For Metric pipe size: 50 would be 50.000 or 60.3 would be 60.300


� For Imperial pipe size: 4 1/2" would be 4.5" or 6" would be 6"

� For Metric pipe size: 50 would be 50 or 60.3 would be 60.3

Note: If you want decimals to display in Alpha Size in Imperial or Metric, the ideal setting is 10.


AnnotationType

Default value: 1 Allowed values: 0(off) or 1(on)

This variable has two different modes of operation. When set to (1), an edit box will be provided allowing the capability to edit the component as it is being placed. When set to off (0), the component editing capability will not be presented. To edit a component after placement requires the use of the command “CEDIT”.

ArrowSmallSize

Default value: 0.09375 Allowed values: Positive real

This variable sets the size of the small arrows placed on the drawing.

ArrowMediumSize


This variable sets the size of the medium arrows placed on the drawing.

ArrowLargeSize


This variable sets the size of the large arrows placed on the drawing.

AutoRepeat


This variable has two different modes of operation. When set to (1), most insert commands will repeat until cancel is hit. When set to off (0), the insert routines will not repeat

AutoSizeSpecUpdate


This variable controls whether the components in the process line are updated automatically when the process line is updated. It will automatically update the size and specification only.


BreakLineDistance

Default value: 0.125 Allowed values: 0 (off) or positive real

This variable controls the distance a process or instrument line will break when they intersect. If the variable is set to zero, than no breaking will be done.

BubbleSize


This variable controls the size of the instrument bubbles placed on the drawing.

ChangeAttributeTextStyle


This variable controls whether the attributes associated with inserted blocks are updated to the current text style. It also changes the oblique angle and width factor according to the current style.

All blocks inserted with CADWorx P&ID will use the TextSmallSize setting for attribute text height. If an attribute has a text style that contains the phrase "NOCHANGE" within its name, CADWorx P&ID will not change the text style, layer, or text height when the block is inserted into the drawing.

CheckDuplicateValveTag


This variable checks for duplicate valve tags when set to 1.


CopyControlFlag

Default value: 0 Allowed values: Positive integer numbers

This flag controls different aspects of the copy command. To specify more than one setting, enter the sum of their values. For example, entering 5 would set both 1 and 4 below.

� 1 - Vessel component tags are not nulled (blanked out) when a vessel component is copied.

� 2 - Mechanical component tags are not nulled (blanked out) when a mechanical component is copied.

� 4 - Instrument component tags are not nulled (blanked out) when a instrument component is copied.

� 8 - When a polyline segment is copied, a row is created in the Process Line table for each polyline segment.

For example: If five polyline segments are copied, five rows in the database are added even if the segments are part of the same process.

� 16 - Will not copy additional data when a component is copied. This setting should be turned on if you plan on coping components from one database to another database since additional data can only be copied from within the same database.

Note: A setting of zero will do the exact opposite of all five settings listed above.

DataBaseCodes

Default value: DBCODES.DAT Allowed values: Valid and properly formatted codes file name

This variable provides CADWorx P&ID a code file to look up the corresponding size - code combinations and then update the external database as it is drawn into the drawing. This variable is applicable only when spec driven P&ID's (see page 235) are being created.


DBAuditControl

Default value: 0 Allowed values: 0, 1, 2, 4, 5, 6, 8, 9, 10

This variable controls the DBAudit option on opening and closing a drawing with an external database.. To specify more than one setting, enter the sum of their values. For example, entering 10 would set both 2 and 8 below.

� 0 - DBAudit is not run when a drawing is opened or closed.

� 1 - A message box will appear and ask if DBAudit should be run when a drawing is opened.

� 2 - DBAudit will run when a drawing is opened.

� 4 - A message box will appear and ask if DBAudit should be run when a drawing is closed.

� 8 - DBAudit will run when a drawing is closed.

InternalSelectionDistance

Default value: 0.125 (3.0) Allowed values: Positive real number

This variable controls the crossing window size for all selection sets performed internally by the program. For components to break process lines (polylines), this value should always be larger than the largest polyline width used in the drawing.

LanguageFile

Default value: ENGLISH.DIC Allowed values: Valid and properly formatted language file

This variable controls the language of all CADWorx dialogs and prompts. The specified file must be present in the <INSTALL-DIR>\SUPPORT directory for proper operation of CADWorx P&ID.

LibraryDirectory

Default value: <INSTALL-DIR> Allowed values: Valid directory name

This variable is presently not used and is reserved for future use.


LineNumberSystem


This turns the line number system on or off. When the system is on, CADWorx P&ID uses the current size, spec and count number and tags the line number accordingly. When the system is off it allows the line number to be typed in manually. Use the LINENUMBER command to control this variable.

LinkArrowTextControl

Default value: 0 Allowed values: 0, 1, 2 or 3

This variable controls the text displayed in the link arrows (off page arrows).

� 0 will have the word FROM or TO before the drawing name and ".DWG" is also displayed (example: FROM 98FD05.DWG)

� 1 will only have the drawing name without the ".DWG" extension (example: 98FD05)

� 2 will have the ".DWG" extension but not the FROM or TO (example: 98FD05.DWG)

� 3 will have the FROM or TO but not the ".DWG" extension (example: FROM 90FD05)

LoopNumberSystem


This turns the Loop Number System on or off. When turned on, CADWorx P&ID uses the current tag and function and tags the loop number accordingly. When turned off, CADWorx P&ID allows the Loop number to be typed in manually. Use the LOOPNUMBER command to control this variable.

LoopOutputDirectory

Default value: <INSTALL-DIR> or <PROJECT-DIR> Allowed values: Valid directory

This variable specifies the start in directory location for automatic Loop generated drawings. If this variable is not set, the Loop generation module uses the current project directory.

LoopTemplateDirectory

Default value: <INSTALL-DIR> or <PROJECT-DIR> Allowed values: Valid directory

This variable specifies the start in directory location for template or prototype drawings to be used with the automatic Loop module. If this variable is not set, the Loop generation module uses the current project directory.


MajorPrimary


This variable controls the line width of the major primary process lines drawn.

MajorSecondary


This variable controls the line width of the major secondary process line drawn.

MendLineDistance


This variable specifies the maximum distance the MENDLINE command uses for joining or mending process lines. Any distance greater than this value will not be mended or joined.

MenuSymbolFile

Default value: <INSTALL-DIR>\SUPPORT\FLOW_ALT.DAT Allowed values: Valid and properly formatted menu symbol file

This option allows the user to use a different menu symbol (see page 72) file for each project.

MinorPrimary


This variable controls the line width of the minor primary process lines drawn.

MinorSecondary


This variable controls the line width of the minor secondary process lines drawn.


SaveLastProfileUsed

Default value: 1 Allowed values: 0 (false) or 1 (true)

When a drawing file is double-clicked in Windows Explorer or if AutoCAD is started using an icon without specifying any profile, AutoCAD always loads the last profile used. Setting this value to 0 will prevent CADWorx from saving the last profile used i.e., CADWorx will only start if the proper icon is used.

SnapSpacing


This controls the snap spacing on the drawing. Please refer to the AutoCAD manual for more information regarding this command.

SpecControl

Default value: 0 Allowed values: 0 (off) or 1 (on)

This variable controls whether or not user will be required to use a specification in P&ID drawings. If turned on, the program will require a specification and update the external database (if applicable) with information from the specification.

SpecificationDirectory

Default value: <INSTALL-DIR>\SPEC Allowed values: Valid directory

This variable provides the program the location of the specification files. These specification files can be located anywhere on the hard drive or network. The program only uses the name of the specification.

SpecSizeOverride


This variable allows the user to override the spec and size when drawing components. If override is turned off, the user will not be able to draw out of spec or out of size.


SyncOnStartUp

Default value: 1 Allowed values: 0, 1, or 2

This variable controls the synchronize option on opening a drawing with an external database.

� 0 turns the synchronize option off when a drawing is loaded into AutoCAD.

� 1 asks the user whether the program should synchronize the drawing with the external database.

� 2 provides CADWorx P&ID with the ability to synchronize the drawing with the external database without prompting the user.

Note: When calling the SYNC from the toolbar or command line, value 0 and 1 will prompt the user and value 2 will synchronize without any prompts.

SystemMeasure

Default value: 1 Allowed values: 0, 1, or 2

This variable is set according to the type of system that is currently being used by CADWorx P&ID.

� 0 sets the metric system with metric input.

� 1 sets the imperial system with nominal inch input.

� 2 sets the metric system with nominal inch input.

Tagging


This variable has two different modes of operation. When turned on, optional tags for equipment will be provided. When turned off, this feature is turned off.

TextLargeSize


This variable set the size of the large sized text placed on the drawing.


TextMediumSize


This variable set the size of the medium sized text placed on the drawing.

TextSmallSize


This variable set the size of the small sized text placed on the drawing.


ToolTipSetting

Default value: 7 Allowed values: Positive integer

This variable controls the items the user sees in the tool tip displayed, when the mouse hovers over a component. When selected, the user is allowed to click on the Settings button and select items to view on the tool tip.


UseFullFunctionName

Default value: 0 Allowed values: 0, 1, 2, 3

� 0 - Only the first letter of the function is used in generating the instrument loop numbering.

� 1 - The full function name is used in generating the instrument loop numbering.

The values 2 and 3 are used in conjunction with the combine instrument functionality. If instruments have been grouped using the COMBINEINST command, the first instrument selected with the COMBINEINST command will set the loop value for all the other instruments in the group.

� 2 - Only the first letter of the function is used in generating the instrument loop numbering.

� 3 - The full function name is used in generating the instrument loop numbering.

Support Directory

Drawings should not be opened in the <INSTALL-DIR>\SUPPORT sub-directory with CADWorx P&ID. If a drawing is started in this directory, an error will be reported indicating that the program should not be run at this location. The purpose of this message is to stop CADWorx P&ID from initializing or preparing the support drawings. Open a base AutoCAD session for modifying these drawings. For creating a base profile see the Creating a Base Profile (see page 236) topic.

39

In This Chapter Startup Options .................................................................. 40 Setup.................................................................................. 41

C H A P T E R 2

Setup


Startup Options

When the user starts a new drawing, a dialog appears that asks whether or not to use a database. The user has the option of starting two different types of drawings, opening an existing drawing, or setting up a new project. When opening an existing drawing, the program can detect which type of drawing it is working with i.e. whether a external database is used or not.

Selecting New Project and then clicking OK, allows the user to set up a new project. See Database (see page 105) for more information on setting up projects. The above dialog will appear every time CADWorx P&ID is started.

Note: Loop Diagramming and Database options will be disabled in this dialog if these modules are not active on the hardware lock. These modules are upgrades that can be purchased through COADE, Inc. or your local COADE reseller. If you have purchased these upgrades, rename the file LPVER1.BIN to LPVER.BIN in the ..\CADWorx P&ID\System directory. The next time you start CADWorx P&ID, these options will be enabled.

Chapter 2 Setup 41

Setup

P&ID menu: Setup

Command line: SETUP

Settings toolbar:

The setup dialog on the P&ID pulldown menu allows the user to set various drawing modes and specifications. All the options on this dialog will affect the drawing environment immediately. This chapter provides a complete description of each function.


Size

P&ID menu: Setup

Command line: MAIN or RED

Settings toolbar:

The size button displays the dialog shown below. Highlight the main size from the list box and then pick the main size button at the bottom of the dialog. For the reduction size, repeat the same process. Reduction size must be set with the button at the bottom of the dialog. The user may also double click to set the main size from the list box. The first double-click sets the main size and the second double-click sets the reduction size. Cancel will leave the sizes unchanged.

The list of available sizes is controlled by the <INSTALL-DIR>\SYSTEM\SETSIZE.TBL file (SETSIZEA.TBL and SETSIZEM.TBL for metric).

Command: SIZEDLG OR MAIN OR RED

Chapter 2 Setup 43

Specification

P&ID menu: Setup

Command line: SPECDLG

Settings toolbar:

The Specification button provides a standard file selection dialog for choosing the drawing specifications.

CADWorx P&ID is supplied with several standard template specifications: 150, 300, 600, etc. The user can modify, rename or create any other specifications using the Specification Editor (see page 159) as required.

It is possible to use the specifications from CADWorx PIPE in CADWorx P&ID. Using the Edit Config File (see page 50) button, change the SpecificationDirectory variable in the configuration file so that both programs refer to a common directory. Using a common directory allows the user to share specifications between the programs thereby reducing the time needed to update P&IDs with information from specs. The user can also create spec driven P&ID's (see page 235) where information from the specifications can automatically be entered as P&ID symbols are drawn.

Administrators can require the use of specifications while drawing P&IDs by setting the SpecControl (see page 34) variable in the configuration file to 1. Changing the SpecControl key will require the user to set a specification before they can draw any P&ID symbol. The program will provide a warning if the user attempts to draw symbols with sizes outside the ranges listed in the spec. However, administrators can strictly enforce size limitations listed in the spec by setting the SpecSizeOverride (see page 34) variable in the configuration file is set to 0.

Command: SPECDLG

Chapter 2 Setup 45

Borders

P&ID menu: Setup

The following dialog is used for setting up borders within CADWorx P&ID.


User Border

This button provides a file selection dialog for choosing the required border. The user can navigate through this dialog to locate any user border or to choose one of the default CADWorx P&ID borders.

Predefined

This button supplies the list of drawings in the Predefined borders list. The drawings list is retrieved from the MVSETUP.DFS file located in the <INSTALL-DIR>\SUPPORT directory. The MVSETUP.DFS must be located in the first search path of the ACAD support directories.

User-Defined

This button provides the User defined border box and allows the user to define a simple rectangle that will be drawn upon exiting these dialogs.

User defined border

These edit boxes define the size of the user border. The border will be a simple rectangle. The Plotted X length and the Plotted Y length will dictate the overall height and width of the border. The rectangle will be drawn with the PLINE command. This edit box will not be available if the User defined button above is not selected.

Border insertion location

These edit boxes supply the X and Y coordinates for the insertion point of the border drawing. These boxes will be grayed if the No border button is selected.

Chapter 2 Setup 47

Predefined borders

This list is provided when the user selects the Predefined button. As mentioned above, the list is created from the MVSETUP.DFS file. For more details, see the description above.

Layers

The following dialog is used for changing the default names, line types, and colors of the startup layers. The user can also add and delete layers here. Some layers are mandatory for use with CADWorx P&ID and cannot be deleted.

Changes made here will affect the current drawing session similar to the AutoCAD LAYER command.


Note: If the configuration file's permission is set to read-only, only the cancel button will be enabled.

Name

After picking a layer name in the list box above, this edit box allows the layer to be renamed. The layer name may be anything that is allowed by AutoCAD. Wild card characters are not allowed.

Linetype

This button searches through the CFM.LIN and the ACAD.LIN (only if found in AutoCAD search path) and presents all the line types in these files for use in the startup procedure as shown below.

Chapter 2 Setup 49

Color

This button provides the standard color dialog for selecting the color of the layer.

Add

This button allows the user to add any layers required. These layers will be created when the drawing is initialized with CADWorx P&ID.

Update

This button updates the list box after the name of the layer has been changed. Changing focus to another location will accomplish the same effect.

Delete

This button simply deletes any layer that is not needed. Some layers cannot be deleted which will cause this button to be grayed out.

CADWorx Plant, Steel, Equipment Layers

Layer# Default Name Layer Used For Layer1 System Non-graphical components (Gaskets, Bolts, TAP, OTAP)

Layer2 Border Border drawing

Layer3 BOM BOM graphics

Layer4 Cl Center line of components - piping

Layer5 Dim1 Dimensions

Layer6 Dim2 Dimensions

Layer7 Equip Equipment components

Layer8 Exist Existing Components

Layer9 Graph Graphics annotations (Arrows, Section, Plan, Detail Labels)

Layer10 Steel Steel Components

Layer11 Text Text annotations

Layey12 Viewl Viewports

Layey13 Cl_Steel Center line of components - steel

Layey14 HVAC HVAC components

Layey15 Cl_HVAC Center line of components - HVAC

Layey16 TopWorks Valve TopWorks solid

Layey17 Clash Clash entity

Layey18 CADWorx1 Future use

Layer19 CADWorx2 Future use


Layer20 CADWorx3 Future use

Layer21 to Layer100

(User Defined) (User Defined)

CADWorx P&ID Layers

Layer# Default Name Layer Used For Layer1 System Non-graphical components

Layer2 Border Border drawing

Layer3 Major-1 Major Process Lines 1

Layer4 Major-2 Major Process Lines 2

Layer5 Minor-1 Minor Process Lines 1

Layer6 Minor-2 Minor Process Lines 2

Layer7 Inst-1 Instrument Lines 1

Layer8 Inst-2 Instrument Lines 2

Layer9 Elec1 Electrical Lines 1

Layer10 Elec-2 Electrical Lines 2

Layer11 Equip Equipment

Layer12 Text Text

Layer13 Graph Graphics

Layer14 Exist Existing

Layer15 to Layer100

(User Defined) (User Defined)

Edit Config File

This button brings up the dialog box discussed in the Configuration (see page 25) section. The Edit Configuration File button is provided in the Setup dialog box so the user can modify the configuration file <INSTALL-DIR>\SYSTEM\IMPERIAL.CFG (metric METRIC.CFG).


Annotation

These toggles provide a means of annotating a symbol after it is initially placed. If this toggle is on, the program will provide a dialog to edit the symbol or component. If this toggle is off, the program will not provide a dialog and the user will have to use the CEDIT (see page 195) command within the program to edit the symbol or component at a later time.

Chapter 2 Setup 51

Equipment Tagging

This toggle allows the user to place tagging for vessels and mechanical type symbols while inserting them into the drawing. If this toggle is on, additional tagging will be placed on the drawing. If this toggle is off, these additional tags will not be placed on the drawing. The user will have to insert them manually.

Text Size

Text size variables control the size of text when placed with the text toolbars supplied with CADWorx P&ID. These text controls located here only change the present size within the current drawing. To change the text sizes on a permanent basis requires the user to edit the configuration file as described above.


Miscellaneous

As mentioned above, these controls affect the current settings within the drawing environment. Bubble radius is used to control the size of the instrument bubbles. The primary mechanism that uses the bubble radius is the function INSERT_INST that is explained in Menu Symbols (see page 72). The snap spacing edit box is used to set the current snap spacing.

User Insert

The user name is the current user in the Windows environment working in AutoCAD. The insert toggle places the name and date in the lower left corner of the drawing for future reference.

53

In This Chapter Accessing and Docking Toolbars ...................................... 54 Equipment.......................................................................... 56 Lines................................................................................... 60 Instruments ........................................................................ 61 Valves ................................................................................ 62 Arrows................................................................................ 63 Text .................................................................................... 64 Miscellaneous .................................................................... 65 Settings .............................................................................. 68

C H A P T E R 3

Toolbars


Accessing and Docking Toolbars

To access the CADWorx P&ID toolbars list from the AutoCAD pulldown menu, select P&ID>Toolbars. From this list, select the names of the toolbars that the user wants to use. They will be placed in the drawing environment for placement or docking.

Another way of loading the toolbars is to right click on a blank area of the existing menu. This displays a context menu for choosing toolbars for a designated menu. CADWorx P&ID will have two menus associated with it -- an alternate menu (FLOW_ALT.MNU) and a flyout menu FLOW_FLY.MNU). The user should use the alternate menu for loading toolbars unless they have some specific reason for choosing one from the flyout menu.

The user could also type TOOLBAR at the command line, select the FLOW_ALT menu, and then choose the toolbars they wish to use.

Dock the toolbars where the user prefers. They will remain there until they are moved to another location or removed. Please refer to the AutoCAD documentation for instructions on docking the toolbars.

Note: The user should hold the control (CTRL) key down if they do not want a toolbar to dock.

The following is an example of docked toolbars.

Chapter 3 Toolbars 55


Equipment

P&ID menu: Toolbars Equipment

Vessels

P&ID menu: Equipment Vessels

Command line: ICONVESSEL

Equipment toolbar:

This button provides a standard dialog for choosing the different vessels that are available within the program. These vessels utilize the Equipment type tab functionality from the Menu Symbol (see page 72) function. There are seven different types of vessels each having four different types of heads. They are:

� Vertical Vessel

� Vertical Vessel w/ Skirt

� Vertical Vessel w/ Cone

� Vertical Vessel w/ Skirt & Cone

� Vertical Flat Bottom Vessel

� Horizontal Vessel

� Horizontal Vessel w/ Eccentric Section

As mentioned above, each of these can have 4 different types of heads. They are:

� Elliptical

� Hemispherical

� Dished

� Flat


Components

P&ID menu: Equipment Components

Command line: ICONCOMPONENT

Equipment toolbar:

This button provides a standard dialog for creating different vessels parts that are not available above. These components utilize the Component type tab functionality from the MENUSYMBOL (see page 72) function. A complete vessel can be created with these components and then the MAKEGROUP (see page 98) function can be used to combine them. They are:

� Generic

� Cylinder

� Concentric

� Eccentric

� Skirt

� Hemispherical Head

� Elliptical Head

� Dished Head

Tanks

P&ID menu: Equipment Tanks

Command line: ICONTANK

Equipment toolbar:

This button provides a standard dialog for creating different tank symbols. These tanks utilize the Equipment type tab functionality from the MENUSYMBOL (see page 72) function. There are three different types of tanks. They are

� Tank w/ Flat Roof

� Tank w/ Sloping Roof

� Tank w/ Floating Roof


Nozzles

P&ID menu: Equipment Nozzles

Command line: ICONNOZZLE

Equipment toolbar:

This button provides many types of nozzle symbols. Most of these utilize the Direction type tab functionality from the MENUSYMBOL (see page 72) function. These nozzles will automatically group themselves with a vessel if it is placed in close proximity.

Exchangers

P&ID menu: Equipment Exchangers

Command line: ICONEXCHANGE

Equipment toolbar:

This button provides many types of exchanger symbols. Most of these utilize the Insert type tab functionality from the MENUSYMBOL (see page 72) function.

Pumps

P&ID menu: Equipment Pumps

Command line: ICONPUMP

Equipment toolbar:

This button provides many types of pump symbols. Most of these utilize the Insert type tab functionality from the MENUSYMBOL (see page 72) function.

Links

P&ID menu: Equipment Links

Command line: ICONLINK

Equipment toolbar:

This button provides many types of link symbols. Most of these utilize the Link type tab functionality from the MENUSYMBOL (see page 72) function. Please refer to the CEDIT (see page 195) function for more information on linking these symbols with other link symbol in other drawings.


Miscellaneous

P&ID menu: Equipment Miscellaneous

Command line: ICONMISC

Equipment toolbar:

This button provides many types of miscellaneous symbols. Most of these utilize the Insert type tab functionality from the MENUSYMBOL (see page 72) function.


Lines

P&ID menu: Toolbars Lines

These buttons provide many different linetypes. Most of these utilize the Polyline type tab functionality from the MENUSYMBOL (see page 72) function. Many of these linetypes are from the CFM.LIN that is located in the <INSTALL-DIR>\SUPPORT directory. Please note the arrows on the lower right corner on some of the buttons. These are known as flyouts and they provide additional linetypes that can be used.


Instruments

P&ID menu: Toolbars Instruments

This toolbar provides five different types of instrument symbols. All of these utilize the Instrument type tab functionality from the Menu Symbol (see page 72) function.


Valves

P&ID menu: Toolbars Valves

This toolbar provides many valve type symbols. Most of these utilize the Break type tab functionality from the MENUSYMBOL (see page 72) function.


Arrows

P&ID menu: Toolbars Arrows

These buttons provide the ability of placing arrows on process lines automatically. When a process line is picked, these arrows will be placed at the next vertex automatically. The direction of the arrow will be away from the picked point. If the arrow is not placed on a process line, it will prompt the user for a rotation direction. The size of the arrows is based on the settings within the Setup (see page 41) dialog. These arrows are graphical in nature only and do not contain any information other than what is visible on the drawing.


Text

P&ID menu: Toolbars Text

These text buttons provide the user with three distinct sizes that are controlled from the Setup (see page 41) dialog. These text placement routines do not contain any type of information other than what is placed on the drawing.


Miscellaneous

P&ID menu: Toolbars Misc

Each of these icons represents a command. These commands and there descriptions are listed below.

Change Attributes

P&ID menu: Utility Change Att Layer

Command line: CHANGEATTLAYER

Miscellaneous toolbar:

This button provides the same functionality as the CHANGEATTLAYER (see page 223) command.

Combine Lines

P&ID menu: Accessory Database Combine Line

Command line: COMBINELINE


This button provides the same functionality as the COMBINELINE (see page 124) command.

Combine Instruments

P&ID menu: Accessory Database Combine Instruments

Command line: COMBINEINST


This button provides the same functionality as the COMBINEINST (see page 123) command.


Flip Symbol

P&ID menu: Utility Flip Symbol

Command line: FLIPSYMBOL


This button provides the same functionality as the FLIPSYMBOL (see page 218) command.

Text Correction

P&ID menu: Utility Text Correct

Command line: TEXTCORRECT


This button provides the same functionality as the TEXTCORRECT (see page 219) command.

Tag Line Number

P&ID menu: Utility Tag Number

Command line: TAGNUMBER


This button provides the same functionality as the TAGNUMBER (see page 220) command.

Mend Line

P&ID menu: Utility Mend Line

Command line: MENDLINE


This button provides the same functionality as the MENDLINE (see page 221) command.


Set Visibility

P&ID menu: Utility Set Visibility

Command line: SETVISIBILITY


This button provides the same functionality as SETVISIBILITY (see page 222) command.

Database Audit

P&ID menu: Accessory Audit

Command line: DBAUDIT


This button provides the same functionality as the DBAUDIT (see page 114) command.

Synchronization

P&ID menu: Accessory Synchronize

Command line: SYNC


This button provides the same functionality as SYNC (see page 116) command.


Settings

P&ID menu: Toolbars Settings

Setup

Command line: SETUP

This button provides the same functionality as discussed in Setup (see page 41).

Specifications


This button provides the same functionality as discussed in the Specification (see page 43) dialog

Sizes

Command line: MAIN or RED

This button provides the same functionality as discussed in the Size dialog

Settings

Command line: CURRENT

This button provides the same functionality as discussed in Settings (see page 194).

Component Edit

Command line: CEDIT

This button provides the same functionality as discussed in Component Edit (see page 195).


Menu Symbols

Command line: MENUSYMBOL

This button provides the same functionality as discussed in Menu Symbols (see page 72).

Specification Option Toggle

Command line: SPECOPTION

Please refer to Specification option toggle (see page 173) for more information regarding this command.

71

In This Chapter Menu Symbols ................................................................... 72 Make Group ....................................................................... 98 Add to Group...................................................................... 98 Remove from Group .......................................................... 99 Add Xdata .......................................................................... 100 Remove Xdata ................................................................... 101 Map Edit ............................................................................. 102 Database............................................................................ 105 Specification....................................................................... 156 Size .................................................................................... 176 Line Numbering.................................................................. 179 Loop Numbering ................................................................ 181 Loop Diagrams................................................................... 183

C H A P T E R 4

Accessory


Menu Symbols

P&ID menu: Accessory Menu Symbols

Command line: MENUSYMBOL

Settings toolbar:

This command provides easy menu modification of existing symbols and allows the user to create new symbols. MENUSYMBOL command maintains all customization in one file. The location of this file is set by the MenuSymbolFile (see page 33) variable from the configuration file. By default, the MenuSymbolFile variable is set to <INSTALL-DIR>\SUPPORT\FLOW_ALT.DAT (FLOW_ALT_M.DAT for metric). For users who have done extensive customization, the MenuSymbolFile should be backed up on a regular schedule.

The rest of this section explains the details on how to work with the MENUSYMBOL command and the FLOW_ALT.DAT file. The MENUSYMBOL command can handle most of the required modifications to the FLOW_ALT.DAT file.

When a CADWorx P&ID toolbar button is pressed, the program provides the user with a dialog. This items displayed in the dialog is contorted by what was setup by the MENUSYMBOL command. In the example below, the items displayed when the Valves Regular toolbar button is pressed is controlled by what was setup in the Menu Maintenance dialog.

Chapter 4 Accessory 73


The FLOW_ALT.DAT file is a text file that can be modified with a text editor if needed. The file has columns that must start at locations 1, 40, and 75. If they are not at these positions, the function may not work properly. There must not be a blank lines located within a section. There must be a blank line before and after each section. Column 1 contains the drawing files (*.dwg), slides or slide libraries name to be used (Example: CYL.DWG, CYL.SLD or CFM.SLB(cyl)). The MENUSYMBOL function will only AutoCAD allow you to select drawing files (*.dwg). If a slide or slide library name is required for preview purposes, it will need to be added manually with a text editor to the FLOW_ALT.DAT file. Column 2 contains the name that is displayed in the dialog for the graphic.

Column 3 contains many different settings. The insertion routines required to draw the component is the first entry in column 3. Layer is from the configuration file. Symbol is the drawing file name to be used which must be in the AutoCAD search path. Size, Size1, Size2, Size3, and Size4 are the physical size of the symbol placed in the drawing. Category is the table name where the symbol should be recorded when a database is used. Tag and Label are optional blocks which can be inserted with the symbol. Spectype is an optional program code that allows integration with CADWorx PIPE specifications.

Type within the INSERT_COMPONENT routine is 1) generic square, 2) cylinder, 3) concentric shape, 4) eccentric shape, 5) vessel skirt, 6) hemispherical head, 7) elliptical head, and 8) dished head.

The rooftype within the INSERT_TANK routine is 1) flat, 2) sloping, and 3) floating.

INSERT_VESSEL draws seven different type of vessels and has four different head types - hemispherical, elliptical, flat, and dished.

� INSERT_1_PLINE layer symbol size category tag label spectype

� INSERT_2_PLINE layer symbol size1 size2 category tag label spectype

� INSERT_3_PLINE layer symbol size1 size2 size3 category tag label spectype

� INSERT_4_PLINE layer symbol size1 size2 size3 size4 category tag label spectype

� INSERT_COMPONENT layer type category

� INSERT_DIRECTION layer symbol size category spectype

� INSERT_INST layer symbol size category tag label

� INSERT_LINK layer symbol size category direction

� INSERT_NORMAL layer symbol size category tag label spectype

� INSERT_REDUCER layer symbol size1 category spectype

� INSERT_ROTATE layer symbol size category tag label spectype

� INSERT_TANK layer rooftype category tag label

� INSERT_VESSEL layer headtype category tag label

� INSERT_X_AXIS layer symbol size category tag label spectype

� INSERT_Y_AXIS layer symbol size category tag label spectype


Note: When creating new symbols (drawings) for use with CADWorx P&ID, make sure the symbol (drawing) does not contain any blocks. The symbol (drawing) can have any AutoCAD entity (example: lines, circles, arcs, plines, attribute definitions) except a block. Also, the symbol (drawing) should be centered at 0,0,0 and the insertion base point for the symbol should also be 0,0,0. To set the insertion base point for a symbol (drawing), use the AutoCAD BASE command.

Add Item

The Add Item button allows the user to place new graphics within a group to be displayed the next time that section group is requested. When the button is selected, the user is given the choice of different insertion or placement options. The following dialog shows the user 9 different types of placement available. Blocks used for these placement routines must be located within the AutoCAD search path or in the local directory.


Break

The Break tab controls how a block will be placed on a line or pline. In the FLOW_ALT.DAT file, there are functions named insert_1_pline, insert_2_pline, insert_3_pline, and insert_4_pline. The suggested insertion point of a symbol is the center of the symbol. These insertion functions break the polyline in equal distances from the center of the symbol to the left and right, or up and down.


Block Name

The Block Name text box displays the block to be inserted into the drawing by the user. The block must be setup with the proper insertion point (center of the block).

Browse

The Browse button on the right hand side allows the user to select the block using a standard file selection dialog.

Side 1 size

The Side 1 size field allows the user to enter the distance from the center of the component to the end, so that the block will break the line correctly. This would be the only edit box that would be filled in if this block were a single inline valve.

Side 2 size

The Side 2 size field allows the user to enter the distance from the center of the component to the other end.

Side 3 size

The Side 3 size field allows the user to enter the distance from the center of the component to the other end.

Side 4 size

The Side 4 size field allows the user to edit the distance from the center of the component to the other end.

The location for each size rotates from 0 degrees in a clockwise direction.

1-way

The 1-way radio button provides single way insertions, i.e., gate, globe, or check valves. When 1-way is selected, the Side 2 size, Side 3 size, and Side 4 size will be disabled. One of these radio buttons must be selected.

2-way

The 2-way radio button provides two-way insertion, i.e., angle valve. When 2-way is selected, Side 3 size and Side 4 size are disabled.

3-way

The 3-way radio button provides for three-way insertion, i.e., 3-way valve. When 3-way is selected, Side 4 size is disabled.


4-way

The 4-way radio button provides for four-way insertion, i.e., 4-way valve.

Scale

The Scale field is the scale factor used to scale the symbol in the drawing. The gate valve example seen above has a unit length of 1 that allows it to be scaled to anything the user desires. In this example, the gate valve is scaled from 1.0 to 0.25 and has 0.25 break distances for any polyline.

Table name

The Table name field provides different table selections. This is applicable only if an external database is used.

Layer name

The Layer name field provides 14 different layers for the symbol or block to be placed on.

Description

The Description field allows the user to enter a description of the symbol or block that will be displayed in the Menu Symbol dialog.

Optional

Label name, and Tag name. These fields are to designate additional tags for the symbol. If left blank, there will not be any type of tag included with the symbol.

Spec type is used for reading the specifications of CADWorx P&ID. These specifications can be also used in CADWorx PIPE and vice versa. They can also be placed in a common area as specified by the SpecificationDirectory. When the Select button is picked, a dialog appears allowing the user to pick one of the 172 component types available in the CADWorx PIPE program.


If the component type is specified, the program will read information from the designated specification and populate the appropriate columns in the database. These columns must be pre-named as outlined in Column Setup (see page 130).


Insert

The Insert tab is used from placing items on the drawing, not on a pline, that may need flipping upon the X or Y-axis. It also provides for normal and rotated placement. In the FLOW_ALT.DAT file, there are functions named INSERT_NORMAL, INSERT_X_AXIS,INSERT_Y_AXIS and INSERT_ROTATE. This tab controls all of these functions.

Block Name

The Block Name box is the block to be inserted into the drawing by the user. The block must be setup with the proper insertion point (center of the block).

Scale

The Scale field is the scale factor used to scale the symbol in the drawing

Insertion Action

The Insertion Action radio buttons are:

� Normal: Provides a prompt for the location of the symbol.

� Flip X axis: Provides a prompt for a location and side to place the symbol.

� Flip Y axis: Provides a prompt for a location and side to place the symbol.


� Rotate: Provides a prompt for a location and rotation.

Table name


Layer name


Description


Optional





Polyline

The Polyline tab allows the user to designate a polyline representation required for different process lines. In the FLOW_ALT.DAT file, the function PLINE_RUN is used.


Major Primary, Major Secondary, Minor Primary and Minor Secondary

These radio buttons are used to set the polyline width to the value provided in the drawing environment variables. When selected, these radio buttons place the variable name in the Line thickness field.

Line thickness

As mentioned above, this field allows the line widths to be entered by picking the radio buttons, or the user can enter a decimal number for the polyline width.

LineType

This field allows the user to assign a linetype. These linetypes are provided from the <INSTALL-DIR>\SUPPORT\CFM.LIN and any ACAD.LIN located within the AutoCAD search path.

Layer name


Description

The Description field allows the user to enter a description of the symbol or block that will be displayed in the dialog.

Database Options

Allows the user to assign a database to the line.

Table name


Description


Optional




Instrument

The Instrument tab allows the user to modify or add an instrument bubble in the CADWorx P&ID program. In the FLOW_ALT.DAT file, the function INSERT_INST is used.


Block Name

The Block Name box is the block to be inserted into the drawing by the user. The block must be set up with the proper insertion point (center of the block).

Scale

The Scale field is the scale factor used to scale the symbol in the drawing

Use Bubble Size

This button places the variable BUBBLE_SIZE in the FLOW_ALT.DAT. Whenever the instrument is used, it looks at the environment variable and determines the correct size for the instrument bubble.

Table name

The Table name field provides different database selections. This is applicable only if an external database is used.

Layer name


Description


Optional



Equipment

The Equipment tab allows the user to modify or add different types of vessels to the CADWorx P&ID program. In the FLOW_ALT.DAT file, the functions INSERT_VESSEL and INSERT_TANK are used.


Type Vessel and Tank

These radio buttons determine whether the symbol is a vessel or a tank.

Head/Roof Type

This field provides different types of heads to use with these functions. For Vessels, the choices are Hemispherical, Elliptical, Dished, and Flat. The choices for Tanks are None, Flat, and Sloped.

Vessel Type

This field will only be available when the Vessel radio button, under Type, is chosen. There are 7 different types of vessels in the CADWorx P&ID that can be used. These are:

� Vertical Vessel

� Vertical Vessel with a Skirt

� Vertical Vessel with a Cone

� Vertical Vessel with a Cone and Skirt

� Vertical Vessel with a Flat Bottom

� Horizontal Vessel

� Horizontal Vessel with a Eccentric

Each of the types can have any of the four heads listed above. For configurations that are not available here, the next section, Components, is available.

Table name


Layer name


Description

The Description field allows the user to enter a description of the symbol or block that will be displayed in the dialog.

Optional



Component

The Component tab allows the user to add or modify the 8 different types of vessel components used in the CADWorx P&ID. In the FLOW_ALT.DAT file, the function INSERT_COMPONENT is used.


Type

This box provides different components to use with this function. The choices are:

� Generic

� Cylinder

� Concentric

� Eccentric

� Skirt

� Hemispherical head

� Elliptical head

� Dished head

The Generic type will draw anything from a square box to a concentric shape. The Concentric and Eccentric types are simple reducers which can be used anywhere. The skirt and heads are self-explanatory.

Table name

The Table name field provides different database selections. These are only if a database is used.

Layer name


Description



Direction

The Direction tab allows the user to add or modify nozzles and flange type components. These components will be grouped with vessels if found. In the FLOW_ALT.DAT file, the function INSERT_DIRECTION is used here.

Note: The suggested insertion point for these symbols is the left side of the symbol.

This function breaks the pline a distance to the right side at 0 degrees of the insertion point.


Block Name


Browse

The Browse button on the right hand side allows the user to search for the block.

Side 1 size

The Side 1 size field allows the user to enter the distance from the center of the valve to the end, so that the block will break the line properly. This would be the only edit box that would be filled in if this block were a single inline valve.

Scale

The Scale field on the right-hand side is the scale factor used to scale the symbol in the drawing

Table name


Layer name


Description


Optional





Reducer

The Reducer tab allows the user to add or modify the different inline reducers. In the FLOW_ALT.DAT file, the function INSERT_REDUCER is used.




Block Name


Browse


Side 1 size


Scale


Table name


Layer name


Description


Optional





Link

The Link tab allows the user to add or modify the different link type symbols, i.e., On/Off arrows. When using databases, these symbols can hold more information regarding which drawing is linked with this symbol. In the FLOW_ALT.DAT file, the function INSERT_LINK is used.




Block Name


Browse


Side 1 size


Scale


From and To

These radio buttons provide a means of telling the program which way or direction the process line is running, no matter whether the line is entering or leaving a drawing.

Table name


Layer name


Description


Delete Item

The Delete Item button allows the user to delete any of the items within a section or any new items that were added by the user. The items will be located in the list box on the right hand side of the Menu Maintenance dialog.

To delete the item, highlight it and then pick the Delete Item button. The button will be disabled until an item is selected in the list box. The user must click OK to confirm the deletion of items. If the Cancel button is selected, the changes made will not be saved.


Edit Item

In the Add Item (see page 75) section, different sections were summarized according to all the different insertion routines within the program. Most of the screen captures are applicable to the Edit Item button.

When the user selects an item to edit, the program will display the appropriate dialog according to the type of insertion routine being used. The Edit Item button will be disabled until an item is selected from the list.

Copy Item

The Copy Item button creates a copy of the selected item and places it in the same section as the selected item. This provides an easy way to add new symbols based on existing symbols.

Add Section

The Add Section button allows the user to add any section that might be required.

The program can automatically modify the USER.LSP located in the <INSTALL-DIR>\SUPPORT directory to add the appropriate section for use at the command line. These modifications can be done manually as well. The following example illustrates the modifications necessary.

A command ICONUSER, can be entered in the USER.LSP for a section named "USERSYMBOL" as shown below. Under the USERSYMBOL section, the user can have several items using the various insertion routines.

(defun C:ICONUSER()(pars_cfm)(viewslide“USERSYMBOL”)(princ)

The user can also add a button that might execute the command that is entered in the USER.LSP. Prior to adding the button, the user will have to load the USER.LSP. This is accomplished by using the load command within AutoLISP.

Command: (load “USER”)

To add a button to the CADWorx P&ID menu, FLOW_ALT.MNU:

1. First right-click on one of the toolbars.

2. Then, select Customize. This displays a Customize Toolbar dialog.

3. Select the Commands tab and from the Categories list select the User defined button.


4. Pick and drag either of these two buttons to the appropriate toolbar that requires a new button. One button is for use with flyouts, and the other button is just an ordinary toolbar button. Dragging the button back to the customization dialog will delete it.

5. Change the tab in the Customize Toolbar dialog to Properties and then right-click on the button that was just dragged onto the desired toolbar. Chose the Properties... at the bottom of this menu. This should display a Button Properties dialog that allows the modification of any of the button’s properties.

6. Give the button a command by entering “^C^C_ICONUSER” in the Macro section. This provides the user a button that executes the newly created ICONUSER command.

7. To remove this button, refer to step 4. To save this button permanently, copy the FLOW_ALT.MNS to the FLOW_ALT.MNU. Before altering the FLOW_ALT.MNU, make a copy of the original file. Consult the AutoCAD User's Guide for more information on adding a button to the AutoCAD menu.

Delete Section

The Delete Section button deletes any section provided in the Menu Maintenance dialog. This section can be new or existing.

Move Up and Move Down

The Move Up and Move Down button moves a particular component up or down in it's section.


Make Group

P&ID menu: Accessory Make Group

Command line: MAKEGROUP

This function allows the user to make new instrument, valve, mechanical, nozzle, reducer, miscellaneous, vessel groups or user groups. When an external database is used, this function adds a new record into the appropriate table. This function also allows the user to create groups with entries in user tables.

This function prompts for a selection set of objects or entities. Any object, except plines, can be selected and added to any group.

Note: Caution should be used when selecting objects that already exist in the database or are previously drawn CADWorx P&ID components.

When selected with the CEDIT (see page 195) (alias CE) command, they will act as they were (valve, line, etc.). These types of components or symbols can be combined and added to the various tables.

Command: MAKEGROUP [Instrument/VAlve/MEchanical/Nozzle/Reducer/MIsc/VEssel/User] <VEssel>: hit enter or pick option Select objects: select objects Select objects: enter to finish selection set

Add to Group

P&ID menu: Accessory Add to Group

Command line: GROUPADD

This function allows the user to add objects or entities to an existing Vessel or Mechanical group. If an external database is used, they will not have a record in the table, but will be appended to an existing row in the table.

Command: GROUPADD Select group: select the vessel or mechanical group Checking for P&ID group… Select P&ID entity to add: select the entity that needs added


Remove from Group

P&ID menu: Accessory Remove from Group

Command line: GROUPREMOVE

This function allows the user to remove objects or entities from an existing Vessel or Mechanical group. If an external database is used, the table entry will be appended by the removal of the item.

Command: GROUPREMOVE Select group: select the vessel or mechanical group Select P&ID entity to remove from group: pick the item to be removed Entity successfully removed from group…


Add Xdata

P&ID menu: Accessory Add Xdata

Command line: XDATAADD

This function provides a way to import existing process and instrumentation drawings into CADWorx P&ID. This function is primarily used when databases are required. It can also be used to add generic components or symbols to the database tables.

CADWorx P&ID allows the user to modify any of the tables used in the database. This is performed with the TABLESETUP (see page 127) command. The TABLESETUP command should be used ONLY at the beginning of each project and is an option when setting up a new project.

In each table, columns can be named per the user’s requirement. When the column name is the same as the attribute definition within an existing block, this function will link the information within the attribute to the row in the table.

The best way to use this command is to isolate the layer that contains the components on the existing drawing. Hopefully, proper drawing management was used to create the drawings (i.e., valves on the “VALVE” layer, equipment on the “EQUIP” layer, etc.) when possible.

This function can be used for adding generic components into the database. Draw whatever is required (blocking the entities where possible) and use this function to add the entry within the associated database. This command allows the object(s) to be added into any of the standard or user defined tables that are available. The options for the tables are listed in the command.

Command: XDATAADD [Group/Line/Instrument/VAlve/MEchanical/Nozzle/Reducer/MIsc/VEssel/User] <VEssel>: choose a table Select a polyline, block or group: pick the desired entity


Remove Xdata

P&ID menu: Accessory Remove Xdata

Command line: XDATAREMOVE

This function deletes the xdata associated with a component and deletes the record from the associated database (if applicable).

Command: XDATAREMOVE This function will remove P&ID xdata from selected objects: Select objects: select the objects to be removed


Map Edit

P&ID menu: Accessory Map Edit

Command line: MAPEDIT

This function has two modes by which it can be used. The first mode is a stand-alone that can modify the MAP.TBL and is discussed below. This is useful for mapping existing attributes in existing blocks that are going to be used with CADWorx P&ID. The second purpose is when it is used with the XDATAADD (see page 100) function. Many of the modification buttons are not available when used with XDATAADD.

When the XDATAADD function is used, it analyzes the block and checks that all attributes have been associated with table column names in the external database. If an attribute is found where a match does not exist, this dialog allows the attribute to be mapped with any column name available within the table chosen.

The Table combo box is labeled the same as the option selected on the command line of XDATAADD. The Attributes list box provides the attributes which need mapping. The program automatically finds the attributes that are not associated with any column name. The Columns list box provides all the column names available within the selected table. All the user is required to do is select the attribute from the attribute list and select a corresponding column name from the columns list. When the selections have been made, click on the Map button to make the association. All mappings are stored in the project directory in a file named MAP.TBL.


The mapping dialog does not appear again as long as the attribute has either the same name or is mapped to an appropriate table column name. This allows the fixed and dynamic portion of the database tables to be mapped to any other P&ID AutoCAD drafting system (new or old). Match the dynamic portion of the database table names to the attribute names or make sure that the attribute names are mapped to either the fixed or dynamic portion of the database tables names.

The MAPEDIT function can also be run from the command line for modifying the MAP.TBL file that is stored in the project directory. It allows the user to add or delete existing mappings.

Command: MAPEDIT


Database

CADWorx P&ID has the ability to work seamlessly with an external database that can be associated or linked with the components or symbols in the drawings. There are two levels of database operation in CADWorx P&ID.

The first level of operation is using the program without a database. This level does not offer any type of database support. Any extraction of information from the drawing will require the user to use the attribute extract command (ATTEXT) within AutoCAD. This is possible due to the way CADWorx P&ID uses blocks and attributes. For the remainder of this section, this level of operation will be referred to as Level 1.

The second level provides the user a single external relational database with several tables to work with. For the remainder of this section, this system will be referred to as Level 2. There are 8 default tables that can contain information for the symbols or components used in the drawing. A maximum of 10 user tables can also be added that can contain component information. The user can modify these tables. The user can create queries to utilize all of these tables for any type of requirement. The eight tables that contain component information are listed below:

� Instrument

� Mechanical

� Miscellaneous

� Nozzles

� Process Lines

� Reducers

� Valves

� Vessels

There are 2 other tables that contain information about the total number of drawings, internal links, and other vital information for maintaining the integrity of the CADWorx P&ID drawings. The user should not modify these tables.

� Link Database

� Project Drawings

There is 1 table that maintains the documents that can be associated with the components. This table can be modified similar to the eight component tables above.

� Project Documents

The user can add, design, and name as appropriate a maximum of 10 user-specified tables.

Currently, CADWorx P&ID can operate with Microsoft Access™, Oracle™ and Microsoft SQL Server™ database formats. These formats are available when the user is creating a new project.


.

Microsoft Access Setup

In Microsoft Access, the program maintains a database in a single .MDB file. Within this database, all the tables listed above will appear. This file can be modified as desired.

The tables within the database have a fixed number of columns. Using the TABLESETUP (see page 127) function, the user can add/remove columns from the existing tables. They can also create user-defined tables in the database. The TABLESETUP command should be used only when the project is initially set up. Columns can be added after a project has been set up. Currently however, this is a manual process (see page 235).

In the Fixed Database Tables (see page 107) section below, all the tables that are associated with the program are shown with all the fixed columns. The file that controls the additional columns is located in the <INSTALL-DIR>\SYSTEM directory and is named DATABASE.TBL. The user should use the TABLESETUP function to modify this file. Whenever a project is created, this file is modified and copied to the directory where the project resides.

Note: All column names have an underscore after the name. The underscore is placed here automatically by the program to avoid duplicating names (or keywords) used by SQL (Structured Query Language) commands. For example, connect, insulate, and inspect are all keywords which are used in the columns. Since these are common words used in the industry, the underscore was used at the end to differentiate them from keywords.

As the data in the table is updated, blocks or symbols whose attribute definition tag names match column names in the table are updated. This happens when the user runs functions such as (CEDIT or SYNC). For example, a drawing can contain a block, valve type 303, with attribute definition tag names of SIZE, SPEC and TAG. In the external database environment, the values within the table can be changed. When the user returns to the drawing and uses CEDIT to edit the symbol, these values will be transferred into the drawing

CADWorx P&ID can create databases in Access 97, Access 2000 or Access 2002/XP/2003 formats. However, CADWorx P&ID is only tested with Access 2003 and Access 2007.


� To always create Access 97 databases by default, run the file <INSTALL-DIR>\SYSTEM\ACCESS1997.BAT

� To always create Access 2000 databases by default, run the file <INSTALL-DIR>\SYSTEM\ACCESS2000.BAT

� To always create Access 2002/XP or Access 2003 databases by default, run the file <INSTALL-DIR>\SYSTEM\ACCESS2002-2003.BAT

SQL Server Setup

Please refer to <INSTALL-DIR>\SYSTEM\SQLSERVER.TXT for instructions on how to set up CADWorx P&ID to interact with a SQL Server database.

Oracle Setup

Please refer to <INSTALL-DIR>\SYSTEM\ORACLE.TXT for instructions on how to set up CADWorx P&ID to interact with an Oracle database.

Database Errors

Any database errors that occur during normal operation of the program are displayed in the AutoCAD Text Window and recorded to a log file: <INSTALL-DIR>\SYSTEM\SQL_ERROR_LOG.TXT. All errors that occur while accessing the external database will get appended to this file.

Required Database Tables and Columns

The following are a set of tables and columns that are required for proper operation of CADWorx P&ID. The user should not delete any of these columns or tables from the database.

� The columns listed below cannot be renamed or deleted. These columns are created automatically when a new project is created. These columns will not appear in the Database.tbl file.

� The CEdit description indicates the description that will be used when the CEDIT (see page 195) function is used on that type of component.

� The following columns are created in most tables for future use. Do not delete these columns: CW_LAYER_, CW_BLOCK_, CW_RES_01_, CW_RES_02_, CW_RES_03_, CW_RES_04_, CW_RES_05_, CW_RES_06_, CW_RES_07_, CW_RES_08_, CW_RES_09_, CW_RES_10_, CW_CNT_ID1_, CW_CNT_ID2_, CW_CNT_ID3_, CW_CNT_ID4_


Components-Instruments Table

This table contains instrument component data. This table can have additional data columns as per any user requirement during the creation of a new project (see page 40).

Column Length

Column Name CEdit Description Stored in XDATA

5 MODIFY_

40 DWG_NAME_

15 ID_COUNT_ Yes

5 STATUS_ Yes

17 CREATED_

12 DRAW_FUNC_ Yes

5 PRGM_CODE_ Yes

40 TAG_ Tag Yes

15 FUNCTION_ Function Yes

15 LOOP_ Loop Yes

40 SPARE_1_

40 SPARE_2_

40 SPARE_3_

40 SPARE_4_

Components-Mechanical Table

This table contains mechanical component data. This table can have additional data columns as per any user requirement during the creation of a new project (see page 40).

Column Length


5 MODIFY_

40 DWG_NAME_

15 ID_COUNT_ Yes

5 STATUS_ Yes

17 CREATED_

12 DRAW_FUNC_ Yes

5 PRGM_CODE_ Yes

40 TAG_ Tag Yes

15 SIZE_ Size Yes

15 SPEC_ Spec Yes

40 SPARE_1_


40 SPARE_2_

40 SPARE_3_

40 SPARE_4_

Components-Miscellaneous Table

This table contains miscellaneous component data. This table can have additional data columns as per any user requirement during the creation of a new project (see page 40).

Column Length


5 MODIFY_

40 DWG_NAME_

15 ID_COUNT_ Yes

5 STATUS_ Yes

17 CREATED_

12 DRAW_FUNC_ Yes

5 PRGM_CODE_ Yes

40 TAG_ Tag Yes

15 SIZE_ Size Yes

15 SPEC_ Spec Yes

40 SPARE_1_

40 SPARE_2_

40 SPARE_3_

40 SPARE_4_

Components-Nozzles Table

This table contains nozzle component data. This table can have additional data columns as per any user requirement during the creation of a new project (see page 40).

Column Length


5 MODIFY_

40 DWG_NAME_

15 ID_COUNT_ Yes

5 STATUS_ Yes

17 CREATED_

12 DRAW_FUNC_ Yes

5 PRGM_CODE_ Yes


40 TAG_ Tag Yes

15 SIZE_ Size Yes

15 SPEC_ Spec Yes

40 SPARE_1_

40 SPARE_2_

40 SPARE_3_

40 SPARE_4_

Components-Process Lines Table

This table contains process line data. This table can have additional data columns as per any user requirement during the creation of a new project (see page 40).

Column Length


5 MODIFY_

40 DWG_NAME_

15 ID_COUNT_ Yes

5 STATUS_ Yes

17 CREATED_

12 DRAW_FUNC_ Yes

5 PRGM_CODE_ Yes

40 TAG_ Tag Yes

15 SIZE_ Size Yes

15 SPEC_ Spec Yes

40 PROC_FROM_

40 PROC_TO_

40 ACT_FROM_

40 ACT_TO_

Components-Reducers Table

This table contains reducer component data. This table can have additional data columns as per any user requirement during the creation of a new project (see page 40).

Column Length


5 MODIFY_

40 DWG_NAME_

15 ID_COUNT_ Yes


5 STATUS_ Yes

17 CREATED_

12 DRAW_FUNC_ Yes

5 PRGM_CODE_ Yes

40 TAG_ Tag Yes

15 SIZE_ Size Yes

15 SPEC_ Spec Yes

40 SPARE_1_

40 SPARE_2_

40 SPARE_3_

40 SPARE_4_

Components-Valves Table

This table contains valve component data. This table can have additional data columns as per any user requirement during the creation of a new project (see page 40).

Column Length


5 MODIFY_

40 DWG_NAME_

15 ID_COUNT_ Yes

5 STATUS_ Yes

17 CREATED_

12 DRAW_FUNC_ Yes

5 PRGM_CODE_ Yes

40 TAG_ Tag Yes

15 SIZE_ Size Yes

15 SPEC_ Spec Yes

40 LINE_ID_1_

40 LINE_ID_2_

40 LINE_ID_3_

40 LINE_ID_4_


Components-Vessels Table

This table contains vessel component data. This table can have additional data columns as per any user requirement during the creation of a new project (see page 40).

Column Length


5 MODIFY_

40 DWG_NAME_

15 ID_COUNT_ Yes

5 STATUS_ Yes

17 CREATED_

12 DRAW_FUNC_ Yes

5 PRGM_CODE_ Yes

40 TAG_ Tag Yes

15 LENGTH_ Length Yes

15 OD_ OD Yes

40 SPARE_1_

40 SPARE_2_

40 SPARE_3_

40 SPARE_4_

Link Database Table

This table contains link data. This table is fixed and cannot be added to.

Column Length


5 MODIFY_

40 DWG_NAME_

15 ID_COUNT_ Yes

5 STATUS_ Yes

17 CREATED_

12 DRAW_FUNC_ Yes

5 PRGM_CODE_ Yes

40 TAG_ Tag Yes

15 LINK_ID_ Link Id Yes

15 LINE_ID_ Line Id Yes

15 ID_PRO_FR_

5 CT_PRO_FR_


15 ID_PRO_TO_

5 CT_PRO_TO_

15 ID_ACT_FR_

5 CT_ACT_FR_

15 ID_ACT_TO_

5 CT_ACT_TO_

Project Documents Table

This table contains documentation data. This table can have additional data columns as per any user requirement during the creation of a new project (see page 40).

Column Length

Column Name

5 MODIFY_

40 DWG_NAME_

15 ID_COUNT_

5 STATUS_

17 CREATED_

250 DOCUMENT_

5 PRGM_CODE_

40 TAG_

Project Drawings Table

This table contains drawing data for the entire project. This table is fixed and cannot be added to.

Column Length

Column Name

5 MODIFY_

40 DWG_NAME_

15 ID_COUNT_

5 STATUS_

17 CREATED_

12 DB_VER_


Audit

P&ID menu: Accessory Database Audit

Command line: DBAUDIT


This function is provided as a maintenance solution. Whenever the drawing or the database has a problem, this function can be used to verify that there is an entry in the database for each symbol that has data attached in the drawing.

Command: DBAUDIT


Checking drawing… Type 301 (ID_Count 100123) located in the drawing is not in the database… Add row to database? Yes/<No>: enter Y or N

This function also allows the user to delete problems that are evident in the drawing versus the database. If a problem is found in the drawing, the following prompt allows the user to add the symbol to the database. In the example below, the function found a line that was not present in the database. The user is given the option to add the line to the database or ignore the error.

Here the function found a line that is in the database but is not present in the drawing. The user has the option to delete this row in the database or to ignore it.

Checking external database… Type 301 (ID_Count 400215) located in database is not in drawing… Delete row from database? Yes/<No>: enter Y or N

The following list outlines the different types available within the drawing and the database.

� Lines 301

� Inst 302

� Valves 303

� Vessel 304

� Mech 305

� Link 306

� Nozzle 307

� Reducer 308

� Misc 309

When opening a drawing, based on the SyncOnStartUp (see page 35) variable, the program will synchronize the drawing with the database. If any errors are detected, the user may see something similar to the following error messages:

Database fetch error... An object with ID_Count of 100030 does not have a row in the Instrument table... You may have to run the DBAUDIT function to correct... Database fetch error... An object with ID_Count of 100015 does not have a row in the Line table... You may have to run the DBAUDIT function to correct... Database fetch error... An object with ID_Count of 100017 does not have a row in the Valve table... You may have to run the DBAUDIT function to correct... Database fetch error... An object with ID_Count of 100030 does not have a row in the Instrument table... You may have to run the DBAUDIT function to correct... Database fetch error...

The user can then run the DBAUDIT function.

Command: DBAUDIT Step 1 of 6: Checking objects in this drawing with rows in the database.


An object with ID_Count of 100030 does not have a row in the Instrument table... Add a row to this table/Remove this object from the drawing/<Skip>: a Step 2 of 6: Checking external database references for this drawing. Step 3 of 6: Checking process information. Step 4 of 6: Checking documentation table. Step 5 of 6: Checking embedded instruments Step 6 of 6: Checking matched ids 1 row(s) added to the external database... Audit completed...

When there are no errors detected, the program will go through the DBAUDIT function and display messages similar to the following:

Step 1 of 6: Checking objects in this drawing with rows in the database. Step 2 of 6: Checking external database references for this drawing. Step 3 of 6: Checking process information. Step 4 of 6: Checking documentation table. Step 5 of 6: Checking embedded instruments Step 6 of 6: Checking matched ids Audit completed...

Synchronize

P&ID menu: Accessory Database Synchronize

Command line: SYNC


This function checks all attributes in the drawing and updates them according to the current value within the database tables. This function will check every component within the drawing. It checks the fixed data as discussed above and the additional data that is controlled by the table setup in the initialization of a project.

Command: SYNC

The user will be prompted to confirm the synchronization of the drawing with the database as shown below.


A user would use the SYNC function to update the drawing especially if they know that someone is working in the project database. If a value was deleted in the database and that value is visible in the drawing, such as a valve spec, the field would show a <…> for the value after this function is run.

CADWorx P&ID can automatically synchronize the drawing with the database whenever it is opened. The SyncOnStartUp (see page 35) variable stored in the configuration file controls this feature.

Note: When a component is erased from the drawing, and there is a live database active, it is marked for deletion in the database. When the drawing is closed, the appropriate action will take place within the database. If the drawing is not saved the item is not deleted. If the drawing is saved, then the item is deleted.

Update Process

P&ID menu: Accessory Database Update Process

Command line: UPDATEPROCESS

The UPDATEPROCESS command is only used if you change the TAG value of a component (example: V400 to V400A ). The command will update all locations in the databases from the old TAG value to the new TAG value. This function checks all process lines in the database and reassigns the process information as needed.

Command: UPDATEPROCESS Updating all process information… Invalid ACTUAL FROM information found for line with Id_Count of 100053 and TAG of 4"-150-1010B... Please run COMBINELINE on this process line to correct... Invalid ACTUAL TO information found for line with Id_Count of 100053 and TAG of 4"-150-1010B... Please run COMBINELINE on this process line to correct... Invalid ACTUAL FROM information found for line with Id_Count of 100072 and TAG of 2"-150-1007A... Please run COMBINELINE on this process line to correct... Invalid ACTUAL TO information found for line with Id_Count of 100072 and TAG of 2"-150-1007A... Please run COMBINELINE on this process line to correct... Invalid ACTUAL FROM information found for line with Id_Count of 100099 and TAG of 3/4"-150-5001... Please run COMBINELINE on this process line to correct...


Transport Documents

P&ID menu: Accessory Database Transport Documents

Command line: TRANSDOC

This function copies all documents attached to different components in a drawing to a sub-directories of the project directory. This command provides a way for the user to transport the project and the associated documents to another machine or server.

To move a project to another machine requires copying the project directory and it’s associated drawings and database to the other machine. These can be copied or moved by means of a network of any type, zipping the project up, and unzipping the files elsewhere. The only problem with this situation is the document files that are attached with the CEDIT (see page 195) function can be stored all over the project’s computer. They can be located in many different directories or drives. This function copies all these attached files to sub directories below the project directory.

This function creates a directory named “Document” and will then create eight different sub-directories below this one. This “Document” directory will be a sub-directory of the project directory (this is named by the user when the project is initially set up). The eight different directories are “Line,” “Inst,” “Valve,” “Vessel,” “Mech,” “Nozzle,” “Reducer,” and “Misc.” These are duplicates of the table names used in the database. If a document is attached to a vessel, it will be stored in the “Vessel” sub-directory along with all the other vessel documents. If it is attached to a process line it is copied to the “Line” sub-directory. Each document will be stored in its appropriate directory. The table names that are not used here do not have document information attached – therefore do not require a sub-directory. The View Document function of the CEDIT command, which will be explained later, will look for the documents using there full path name. If it cannot find the document according to the path, it will look in the directories created with this function. If they cannot be found there, an error will be dialoged.

This command is totally automatic. When the function is executed, a dialog appears requesting confirmation. It then copies all the files to the current project directory as explained above. If run the second time, this will copy over any previous documents prepared for transport.

Command: TRANSDOC All documents copied for transport…


Rename Drawing

P&ID menu: Accessory Database Rename Drawing

Command line: RENAMEDWG

This function allows the current drawing to be renamed within a project. It prompts the user for a new name using the Rename Drawing in Project Database dialog box shown below.

Command: RENAMEDWG

This dialog requires the user to select the Browse button to rename the current drawing. After selecting the Browse button, a file selection dialog displays, allowing the name of any drawing to be typed in at the file name edit box. Do not select any other drawing in the database; it will abort the rename process. These names are for reference only. If a name is selected which already exists in the database, an error dialog will display.


Delete Drawing

P&ID menu: Accessory Database Delete Drawing

Command line: DELETEDWG

This function deletes any drawing that exists within a project. It prompts the user with the Delete Drawing from Project Database dialog. The user would then highlight the drawing to be deleted and then pick the Delete Dwg button.

Command: DELETEDWG

Note: This command cannot be undone.


Match Identification

P&ID menu: Accessory Database Match Identification

Command line: MATCHID

This command provides vessel and mechanical equipment identification matching. Having the same identification means there will be only one entry in the database and possibly four graphical representations located on the different drawings within a project. One piece of equipment can have 1, 2, or 3 other links within a project database. This command can only be used with a database.

To place the same identification on a piece of equipment, run this command and pick the piece of equipment on the present drawing. When the user selects vessels, only vessels will appear in the dialog. When the user selects a mechanical piece of equipment, only mechanical equipment will appear. The following dialog shows all the current vessel or mechanical equipment present within the project.

Command: MATCHID Select mechanical or vessel P&ID entity: pick a vessel or pump

From this dialog, chose a piece of equipment. Once a piece of equipment has been highlighted, select the Match button to make two or more pieces of equipment have the same identification. When two or more entities contain the same identification, the CEDIT (see page 195) command can be used to edit both pieces at the same time.


If the match was successful the following prompt appears.

Successfully matched identification...

If a piece of equipment already has a matching identification, the following prompt appears.

This component has a matching identification...

When a matched component is edited, the CEDIT dialog provides an Other Drawings button that allows the user to view which drawings contain the piece of equipment.

When the Other Drawings button is clicked it displays all the files in the project where this component is referenced.


Combine Instruments

P&ID menu: Accessory Database Combine Instruments

Command line: COMBINEINST


This command allows instrument bubbles to be combined for easy modification. This command allows the CEDIT (see page 195) command to modify the Tag field simultaneously in all the instruments that have been combined. All combined instruments will highlight when selected with CEDIT. This command is very useful for combining all instruments within one loop.

Command: COMBINEINST Select Instruments... Select objects: select all the instrument within one loop Updated 4 object(s) in drawing...


Combine Lines

P&ID menu: Accessory Database Combine Line

Command line: COMBINELINE


This function allows the user to combine a group of segmented process lines into a single process entity. Every line segment has the possibility of having a row representing the line in the process lines table in the project database.

Command: COMBINELINE Pick lines in process direction… Select objects: pick the first segment at the beginning of the process Select objects: pick the remainder of the segments Select objects: press enter to finish selection Matched 4 line(s) in database.

The above example combined four process segments into one single process line within the drawing and database tables.

Process lines could become segmented when a drawing is inserted into a database project, or a line is copied with the AutoCAD COPY or ARRAY command. When a process line is copied, the program cannot determine whether it is one process line or multiple process lines. The program allows the COPY and ARRAY command to segment them as they are copied. When multiple process lines are copied, the segments are inserted in the tables of the database as individual rows. This command allows the user to re-connect or combine the segments as one process line in the lines table of the database represented by one row.

When selecting segments, the process direction is controlled by this function. For example, a process line runs from V-101 to V-102. By utilizing this function, the process direction can be reversed. Run this function and select a process line segment closes to V-102. Then select the remainder of the segments that represent the process line. The CEDIT function examines the process direction and changes the process direction in the database starting from V-102 to V-101. If the process needs to run in the original direction, the CEDIT function needs to be executed and the segment closest to V-101 should be selected first.

Using a window, crossing or any other AutoCAD selection method, the user can combine process line segments with this function. When combining a single process segment, the program cannot determine which way the process direction is running. When a single segment is selected with this function, a dialog appears requesting the user to select the direction. Answer Yes if the program chose the correct process direction or No if it is the other way.


Process control only affects process line components (type 301). Vessel (type 304) and mechanical groups (type 305) are used to determine this process control.

Uncombine Lines

P&ID menu: Accessory Database Un-Combine Line

Command line: UNCOMBINELINE

This function does the opposite of COMBINELINE. It creates new database records for process line segments selected.

Remove Line Item

P&ID menu: Accessory Database Remove Line Item

Command line: REMOVEITEM

This command removes an item that is associated with a process line. When a component item is placed on a process line, it becomes associated with that process line. If the AutoSpecSizeUpdate (see page 28) variable is on, the item will change as the process line changes. The user can use this command on an item that they do not want updated when any changes are made to the associated process line.


View Line Numbers

P&ID menu: Accessory Database View Line Numbers

Command line: VIEWLINE

The View Line Numbers dialog displays all line numbers and associated drawings within a project.

When using the By Line Number tab, the user can view each associated drawing for each line number. This tab’s list boxes shows all the line numbers in the left list box. When one of these line numbers is selected, it shows all the drawings that the chosen line number appears on. A single line number can be on several drawings. When it is modified on one drawing, it will automatically update on all other drawings that have that line number.

The By Drawing tab allows the user to select a drawing and show all the line numbers associated with that drawing.

When used in conjunction with the CEDIT (see page 195) command and a component type 306 CADWorx P&ID link type entity), a button is available which provides this same type of dialog. When using the link type CEDIT, its purpose is to view the other line numbers that are available within the project. It is very useful at this point to help the user determine which line number or tag this type 306 entity should link to.

Command line: VIEWLINE


Table Setup

P&ID menu: Accessory Database Table Setup

Command line: TABLESETUP

This command is used to modify the default DATABASE.TBL file located in the <INSTALL-DIR>\SYSTEM directory. This data file is for dynamically allocating the additional columns in the database tables explained earlier. This function does not control the fixed portion of the database as shown in the Fixed Tables figure earlier in this chapter. Please review the explanation at the beginning of this section for more details regarding how the program database is structured.

This function will NOT have any affect on the current database structure that may already exist in the current drawing or project. It is only for modifying the startup requirements for a new database project.

In the beginning of an AutoCAD session, the user is provided a dialog that allows a new project to be initialized. In this dialog, the New Project option allows the DATABASE.TBL file to be modified and changed per any user requirements. This facility allows modification to the new database that is created during the initial startup. The dialog below shows the location of this button that provides this facility for modifying the tables within the database.


When the user selects the Table Setup button, the Database Table Setup dialog is displayed. This dialog will show the template file that is used for the project. When using this function from the menu, it references the file in the <INSTALL-DIR>\SYSTEM directory. As previously mentioned, it allows modification to the structure of the database that will be created at this point. Here, the database table structure can be freely modified.


Table Setup

These are the fixed tables available within a CADWorx P&ID project. With the Add button, a maximum of 10 user tables can be added. To modify one of these tables, select the table from the list.

� Documentation

� Instrument

� Line

� Mechanical

� Misc

� Nozzle

� Reducer

� Valve

� Vessel

These tables are the same as listed above in the beginning of this section. Select one of these tables to begin modification.

Add

This button allows the user to add a table that might be needed within the project (i.e. Compressors). A user added table would have a fixed portion as shown in the "Fixed Table" figure.

Edit

This button allows the user to edit the name of the table. This button will be grayed out if no user tables exist. As mentioned above this cannot be used on an existing project. The tables and column names must be decided at the beginning of a project.

Delete

This button allows the user to delete any of the user tables. This button will be disabled if no user tables exist.


Column Setup

These are the columns available within the table, which was chosen above. As mentioned earlier, if the attributes used with the blocks inside the drawing have the same name as this column, the attributes will be updated automatically whenever the database table is updated from the exterior. Pick one of the column names to delete or modify.

Add

After selecting a table, the user can add any column to the table that is required. A maximum of 150 columns per table is allowed. The following Database Column Modifications dialog allows the user to enter any name required.

The column width is limited to 200 characters maximum. This is the amount of information the user wishes to store in the table column.

The column name is limited to 10 characters maximum. This dialog will restrict the user from adding certain names that might contain characters that are not allowed. Valid characters are A to Z, 0 to 9, _(underscore) and – (dash). The first letter of the column must be A to Z. The program will internally add a _(underscore) to the end of the name. This will help the user from adding names that might be SQL keywords.

The last name is for the CEDIT (see page 195) dialog that appears when a component is selected for editing. This name is limited to 25 characters maximum.


After entering the appropriate fields, the column will be added to the table template, which will be used when the table is created.

Edit

This button allows the column selected in the right list box to be edited per any user requirement. The rules that apply to adding, as discussed above, will be applied here.

Delete

This button will delete any column that has been selected in the right list box.

Specification columns

The following columns if added will be updated from the specification being used.

General Spec Information

Column Name Spec Description WgtFactor Weight Factor

MeasBore Measure Bore

FileLib LibrarySubDirectory

Rating NominalRating

SpecTemp Temperature

SpecPress Pressure

FlgFace FlangeFace

MatPipe MaterialPipe

MatForge MaterialForging

MatFit MaterialFitting

MatGasket MaterialGasket

MatStud MaterialStud

MatBolt MaterialBolt

ExcSize ExcludeSizes

SpecRev Revision

DBFile DataBaseCodes

Component Information

Column Name Spec Description SubDir DataFileSubDirectory

FileName DataFileName

StartSize StartSize


EndSize EndSize

Tag* ComponentTag

ShortDesc ShortDescription

LongDesc LongDescription

DBCode DatabaseIndex

BOMSort BOMSortSequence

PrgmCode ProgramCode

CompOpt OptionalComponent

CompNote Note

* Already included by default.


Drop Down Setup

P&ID menu: Accessory Database Drop Down Setup

Command line: DROPDOWNSETUP

This command is used to modify the DropDownList.txt file located in the project directory. This data file is for dynamically creating a drop down list for CEDIT Additional Data dialog.

Add

This button allows the user to add values to the list. Type in a value in the edit box and hit the add button.

Update

This button allows the user to update exiting values in the list. Select a value from the list and change it in the edit box. Hit the update button to change the list.

Delete

This button allows the user to delete a value in the list.


Replace Block

P&ID menu: Accessory Database Replace Block

Command line: PIDREPLACEBLOCK

This command allows the user to replace a block (symbol) with a new one. The CADWorx P&ID data is transferred from the old block to the new block.

Command: PIDREPLACEBLOCK Select CADWorx P&ID blocks to replace... Select objects: pick blocks to replace Select objects: press enter to finish selection Updated 3 object(s) in drawing...


Combine Process

P&ID menu: Accessory Database Combine Process

Command line: COMBINEPROCESS

This command allows the user to combine a group of components so that they will all have the same process line number. In order to use this feature, a LINE_NUM_ database column is required in the process line table and component tables. The LINE_NUM_ column will automatically update components that have been associated with the main process line.

Command: COMBINEPROCESS Select main process line:: pick a segment of the main process line Select objects: pick the components that are to be associated with this process line Select objects: press enter to finish selection 25 object(s) have been combined

Insert Drawing

Whenever a CADWorx P&ID drawing is opened from a current project directory, CADWorx P&ID attempts to insert it into the existing project. The following dialog is provided for the user to acknowledge this action. When a CADWorx P&ID drawing is inserted into the database, rows are added to the appropriate tables within the database.

Drawings created without a database will have xdata attached to each component that allows the program to automatically add rows into the appropriate tables.


Block / Layer Manager

Command line: PIDUPDATEDBDWG

Allows changing of a component's layer or block name.

Component Category

Select one component category from all component categories appearing in the current drawing file.

Component Type

Select one component type from all component types appearing in the current drawing file.

Component List

Select one component from this list of components, the rows whose Block_Name is matching this selected component in the "DB View List" will be shown in red, CADWorx P&ID will zoom into these selected components in the current drawing in AutoCAD and a red arrow together with a number corresponding to "DB View List" number will be marked for each matching component in the current drawing in AutoCAD.

DB View List

Shows all the rows from database for the selected component category selected in "Component Category." Users can select one or more rows in the "DB View List" then CADWorx P&ID will zoom into these selected components in the current drawing in AutoCAD and a red arrow together with a number corresponding to "DB View List" number will be marked for each matching component in the current drawing in AutoCAD.

New component Category

Select one new component category.

New Component Type

Select one new component type.


New Component List

Select one component from this list of new components.

New Layer Name

Enter a new layer name.

Update Block

If you select one specific new component from "New Component List" and select one or more rows in "DB View List" then "Block_Name" of the selected rows will be changed into the selected new component and the background color of the field of "Block_Name" will be grey after users press this "Update Block" button.

Update Layer

If you select a new layer name from "New Layer Name" and select one or more rows in "DB View List", then "Layer Name" of the selected rows will be changed into the selected new layer name after users press this "Update Layer" button.

Update From DB

If users have changed the "Block Name" or "Layer" for some selected rows in the "DB View List" then press this button to update the current active drawing accordingly.

Write to DB

Write the block name, layer name and coordinates of each component of the current drawing into the columns of corresponding database tables.

Show Selected

Selects components in the current drawings in AutoCAD then highlights the matching components in the "DB View List" in blue text.

Batch Mode Commands


� PIDWRITELAYERTODB - Writes layer names of the components into the database for each drawing in the current project. The database column CW_LAYER_ is used to store the layer information.

� PIDWRITEBLOCKTODB - Writes block names of the components into the database for each drawing in the current project. The database column CW_BLOCK_ is used to store the block information.

� PIDWRITECOORDINATESTODB - Writes coordinates of the components into the database for each drawing in the current project. The database columns CW_RES_01_ and CW_RES_02_ are used to store the coordinate information.

� PIDUPDATELAYERFROMDB - Updates all drawing files in the current project directory with layer names from database if they are different.

� PIDUPDATEBLOCKFROMDB - Updates all drawing files in the current project directory with block names from database if they are different.


Check In / Check Out Manager

Command line: PIDCHECKINOUT

The command PIDCheckInOut allows users to check in any number of drawing from one project directory into another project directory. If a project is already linked to a database, a new database file will be created in the new project directory. All the tables of the database in the new and old project directories will be updated according to the drawing files checked in.

Users can also use PIDCheckInOut to check out any number of drawing from one project directory into another project directory. In the case of a project already having a database, all the tables will be updated accordingly.


The button below "Source:" opens the "Browse for Folder" dialog to select a source directory.


The button below "Destination:" opens the "Browse for Folder" dialog to select a destination directory.


Drawing File Name List

CADWorx P&ID will search the database file under the source directory. All the drawing files from the database will be compiled in the Drawing File Name List where users can select which to check in or out.

Linked Line Numbers List

When selecting a specific drawing file name in the "Drawing File Name List", all line numbers that are linked will be shown in this list.

Drawings Linked by Line Numbers

There are three cases corresponding to three radio button options:

� Include Direct Links - When selected and one or more "Linked Line Numbers" from the list are chosen, then only drawing files linked directly with the selected Linked Line Numbers will be shown in the "DWGs Linked by Line Numbers" List.

� Include Direct and Indirect Links - When selected and one or more "Linked Line Numbers" are chosen, then both drawing files linked directly and indirectly with the selected "Linked Line Numbers" will be showing in this "DWGs Linked By Line Numbers" List.

� Exclude Any Kinds of Links - When selected, none of the drawing files linked will be shown in this "DWGs Linked by Line Numbers" List

Right Arrow Button

Select one or more drawing file names either from "DWGs linked by Line Numbers List" or from "Drawing File Names List" in the source, then press the right arrow button to move these selected drawing files into the destination directory. The color of the moved drawing file names in the "Drawing File Names List" in the source will become red.

Left Arrow Button

Select one or more drawing file names from "Drawing File Name List" in the destination, then press the left arrow button to move these selected drawings from the destination directory back into the source directory.

Check In/Out


Moves all the drawing files in the "Drawing File Name List" from the source directory to the destination directory. If a project with a database does not exist, then new database files will be created in the destination directory, database records will be added into the corresponding tables for the related drawing file names in the destination directory. Database records will be deleted from the corresponding tables for the related drawing file names in the source directory.

Multiple / Global Edit

Command line: PIDMEDIT

This dialog can be used to edit the component's data. There are two modes of editing: Global Edit and Multiple Edit

Global Edit: Shows one row of the selected components common fields, then uses these fields to update the selected components in the database and in the current active drawing.

Multiple Edit: Shows each row select components common fields, then uses each row and field to update the selected components database and in the current active drawing


Process Line Tag List

Select one or more Process Lines Tags in this list.

Process Line ID_Count List

Select one or more Process Line ID_Counts.

Component Category List

Select one or more component categories on the selected Process Line either in "Process Line Tag List" or in "Process Line ID_Count".

Component List

Shows all the components on the selected process lines either selected in "Process Line Tag List" or selected in "Process Line ID_Count List". Users can select one or more of them.

Preview

Shows a preview of the selected component.

DB View List

Users can edit and update the fields with the three options below:

� While showing all the components on the one or more of the selected process lines either in "Process Line Tag" or "Process Line ID_Count List"

� While showing the components of the selected category if users select one or more in the "Component Category List"

� While showing the components selected in "Component List"

Add Components

Select more components from the current active drawing in AutoCAD. CADWorx P&ID will append these selected components into the "DB View List" where fields can then be edited.


Select Components

Select some components from current active drawings in AutoCAD. The "DB View List" will populate with these components where fields can then be edited.

Update DB and DWG

Select one specific new component from "New Component List" and select one or more rows in "DB View List". The "Block_Name" of the selected rows will be changed into the selected new component and the background color of the field of "Block_Name" will be grey after users press this "Update Block Button"

Global Edit Radio

This mode shows one row of the common fields of the select components, then uses these common fields to update the selected components in the database and in the current active drawing.

Multiple Edit Radio

This mode shows each row of all the fields of the selected components, then uses each component's row and fields to update the selected components in the database and in the current active drawing.

Update DB for Valves on Process Line:

Current Drawing

For each process line in the drawing, the valves on this process line will be updated to be associated with the process line.

All Drawings

For each drawing file of the project, write process line in into the file of line_id_1 of 303 DB table if a valve is on that process line.

Tolerance

The tolerance used to judge if a component is on a process line.

Global Edit:


Multiple Edit:

File Manager

Command line: PIDOPEN


This palette allows users to open a drawing, create a new drawing with or without a database, or create a new project.

Project Directory

Select a project directory after clicking the button. A "Browse For Folder" dialog will appear.

Preview

Shows a preview of the selected drawing.

DWG Files View List

Shows all the drawing files from the database of the selected project. Users can select a drawing file, then double or right click the mouse to open the drawing in AutoCAD. The Status field will shows if the drawing file is Not Found or Opened.

The drawing name in red text with a status showing "Opened" indicates this drawing file is open in another session of AutoCAD.

The drawing name in blue text with a status showing "Not Found" indicates this drawing file cannot be found in the project directory.

New Drawing with Database

Creates a new drawing with a database. This can also be done by clicking the 1st button on the toolbar button at the top of the dialog.

New Drawing without a Database

Creates a new drawing without a database. This can also be done by clicking the 2nd button on the toolbar button at the top of the dialog.

Create New Project

Creates a new project. This can also be done by clicking the 3rd button on the toolbar button at the top of the dialog.


Refresh

Refreshes the data in the palette. This can also be done by clicking the 4th button on the toolbar at the top of the dialog.


Valve Order Manager

Command line: PIDSORT

This dialog sorts valves according to their location on a specific process line.

In the case of process lines linked in several drawing files, PIDSort will sort them based on the process line linking information stored in the database.

Process Line Tag List

Select one or more process line tag from the process line tags appearing in all the drawings in the project.

Process Line ID_Count List

Select one or more process line ID_Counts from the Process Line ID_Count List appearing in all the drawings in the project.

DB View List

Shows all the valves on the selected process lines either selected in the "Process Line Tag List" or in the "Process Line ID_Count List". The selected process line may connect several drawing files in the project, therefore, valves on this process line in different drawing files may be shown in this "DB View List". Double or right click on a row, then the drawing of that row will be opened and all the valves on the selected process line will be marked with the sequence number before sorting and with the order number after sorting.

Order by Drawing and (X, Y)

Sorts valves based on (X, Y) coordinates which order by X coordinate then by Y coordinate. Clicking the radio button "From Right to Left" toggles the order right to left or left to right. The order number can also be changed manually.

Order by Drawing and (Y, X)

Sorts valves based on (Y, X) coordinates which order by Y coordinate then by X coordinate. Clicking the radio button "From Button to Top" toggles the order bottom to top or top to bottom.

Order by Number


Sorts the valves based on the number appearing in the "Number" column. The order number can also be changed manually.

Select Line

Select one or more process line in the current active drawing in AutoCAD.

Update DB

Update database with the order number in the dialog. The database column CW_RES_03_ is used to store the coordinate information.

Update All Valve Data

CADWorx P&ID will decide if a valve is on a process line by geometry intersection, then update Database Valve table "LINE_ID_1_" column for each drawing in the project.


Title Block Manager

Command line: PIDTITLEBLOCKMANAGER

The P&ID Title Block Manager can be used to update each title block of all the drawing files in the project.


Select Block

Select a title block in the current active drawing in AutoCAD. CADWorx P&ID will then populate the "Title Block View List" with all attributes from the title block of each drawing in the project.

Add Columns

If there is no corresponding fields in the "Project Drawings" database table for each attribute in the title block, this button is enabled. Pressing this will add the column for each attribute in the database of the project. After columns have been added into the database, this button is disabled.

Data from DWG

Populates the "Title Block View" with attributed from the title block of each drawing in the project.

Data from DB

Populates the "Title Block View" with rows and columns from the database of the project.

Update DB

Updates the database table of the project with the values in the "Title Block View" in the dialog.

Update DWG

Updates all the drawing files title block attributes with the values in the "Title Block View" dialog.


Specification

These functions assist the user in setting, and assigning specification to any component. They also allow editing of the specifications or assigning type codes to components.

Prior to drawing a component (or symbol) in the drawing, the user can set a specification to use here and this specification will appear within the component after it is drawn. This specification will only be placed in process lines (type 301), valves (type 303), mechanical (type 305), nozzles (type 307), reducers (type 308) and miscellaneous (type 309) components.

The SPECASSIGN (see page 158) function allows the user to place or change a specification within a component that has already been placed and assigned a specification. This function works with both levels of operation of CADWorx P&ID (no database or external database).


Set

P&ID menu: Accessory Specification Set


Settings toolbar:

The Specification to use dialog allows the user to pick a specification from the dialog shown below. After selecting the specification, click on the Open button to set it. Each component drawn subsequently will be set to this specification.

Command: SPECDLG


Assign

P&ID menu: Accessory Specification Assign

Command line: SPECASSIGN

The SPECASSIGN function allows an existing component to have a specification changed or assigned. When creating a new drawing, components can be placed before a specification has been set. This function allows the components to be assigned to whichever specification is currently set. Set the specification desired and then run this function. For components that already have a specification assigned, this function will reassign them.

Command: SPECASSIGN Select objects: select the components that need to be changed Select objects: enter to finish the selection set


Editor

P&ID menu: Accessory Specifications Editor

Command line: SPECEDIT

The specification editor allows the modification of the specifications supplied with CADWorx P&ID; creates any user desired specifications, and saves them. It also allows the user to edit the specification while in the drawing environment. It can also be used as a standalone program and can be copied to any machine. It does not require a hardware lock (ESL). SPECEDIT will prompt the user to select a specification to modify.

Note: The specification file is specially formatted text file. If modifying the file with a text editor (Notepad.exe), care should be taken to not change the structure to the file. If the specifications file is not formatted correctly, components that use the spec will not draw.

Selecting this function, presents the file selection dialog shown below. The user can select the specification they would like to view/modify and click Open.

Command: SPECEDIT

After selecting the desired specification, the main editing dialog box shown below will be presented. This dialog box allows the user to:

1. Edit the specification information.


2. Edit the individual items.

3. Add new components to the specification.

4. Delete components from the specification.

5. Perform text search and replacements.

6. Save the specification.

7. Save the specification under another name.

Use the scroll bar on the left side of the dialog box to scroll down to the remaining items.

Save

This button saves the current specification with the current modifications.


Save As

This option provides a dialog box requesting the user to enter a file name. The user can select one of the existing files or enter a new name. This is one way a new specification can be made.


Export

This option allows the user to export the currently open specification to a Text or Excel file.

Note: Specifications exported cannot be imported back into the program.

Cancel

This option cancels any editing, search and replacement or anything else that has be performed.

Find (and Find Next)

This allows searching for a text string such as a grade or material. Utilize the Find Next button to find the next occurrence in the specification of the desired search string.


Replace

This option allows the user to search all items in the short and long descriptions for text that needs to be replaced. The following search and replacement dialog box would be presented for the user to fill in the blanks. Please note that the search is case sensitive.

A message indicating the exact number of replacements made (if any) will be displayed.

Delete

Highlight the component and then press this button to delete it. A dialog confirming deletion will appear.

Copy

The Copy button will copy a highlighted component entry in the right list box to a new entry in this same list. This button can be used for copying similar entries that might need only slight modifications.


Info

The Weight factor is used for adding various margins into component weights. These can include items such as paint and weld material. This number could be increased to 1.03 to indicate paint has been applied to the component. There are various other uses as well.

The Measure-Bore is used to tell the program which measurement the specification adheres to. The available options are Imperial-Inch, Metric-Inch, and Metric-Metric. Measure-Bore refers to the length being used in the drawing (inches or millimeter) and the nominal pipe size (either inches or millimeter).

The Library sub directory directs the specification to the proper library that the specification uses. This location can be anywhere on the network or on a wide area network.

The Nominal rating, Temperature, Pressure, Flange face, and Materials are all used as reference when populating information in the symbols in CADWorx P&ID. In CADWorx PLANT, the piping material will be used when transferring information to CAESAR II. Review the Configuration (see page 27) file for more information on these features.

The Database codes is used with the DataBaseCodes start up variable. This edit box allows the entry of any user defined database code data file. Please refer to the Edit section (see page 166) regarding the use of database codes.

The Color is used as the default color for the specification. The Select color button shows the standard AutoCAD color selection dialog.

Note: The Color button is only available when running the specification editor inside of AutoCAD.


Add

When a component category is chosen from the list on the left side of the dialog, individual items belonging to that category are displayed in the list on the right side of the dialog. Items can be added with the Add button or by double clicking on the item in the left list. The following dialog lists all the components that are available within the category selected.

Selecting any component in this list box opens the Edit Component dialog discussed next.

Move Up / Move Down

The Move Up and Move Down buttons allows the entries in the spec for a particular type of component to be moved.

This is especially useful when working with larger number of optional components and using the Specification option toggle (see page 173). The order that the components are listed in the specification file is the order that the components will appear in the optional component dialog.


Edit

This dialog allows modification to any of the components within the specification and appears after adding any new component. After selecting the desired component in the right side list box, utilize the Edit button to modify any existing component located within the specification. The Template button will be disabled when editing.

If adding a new component with the Add button, the dialog appears and will be sparsely filled in. The Open button will be disabled when adding.

Note: A component has to be associated with a valid CADWorx data file only when working with CADWorx Plant. It does not require a data file when working with CADWorx P&ID. The data files entries supplied with the specifications in CADWorx P&ID are from CADWorx Plant- both programs use the same specifications.


Type:

The area at the top of the dialog, Type, indicates what type of component is to be edited. Make sure to select the same type of data file when changing data files. If a pipe data file is used to draw an elbow it will cause the program to draw an incorrect shape.

Data file:

The Select button provides a file selection dialog for browsing for the data file needed for the component entry. After selecting this button, directories will be presented such as 150, 300, XXS, etc. The user will need to click on the desired sub-directory and then pick a data file. Examples of data file are PIP_W, BAL_F, FLG_F_W, etc. Make sure that the file selected will work in the component’s position. If there is a question, generate a template file and compare the one selected with it. After selecting the file, the name will appear above this button.

Note: When a file is highlighted, the title of the file selection dialog will have the files size range in it along with a short description. Another useful feature is right clicking on the data file name and using the open option to view and edit the file. The installation process will associate all CADWorx Plant data files with the NOTEPAD editor. The user can also edit the file in this manner.

The user can pick the Open button to review the data file that is present. The data file will open with the associated editor.

With the Template button, a data file can be built from scratch. CADWorx PLANT can provide a template data file for which the user can start adding the sizes that they might require. Clicking on the Template button displays the dialog below.


A directory has to be selected to store the data file and the name of the data file should be typed in the edit box. The program will automatically add the file extension depending on the name of the data directory. Click OK and the data file is opened with Notepad containing sample data required by CADWorx PLANT to draw the component.

The Data File Update Path Only toggle will use the file and not it description within the file. When this toggle is not activated, it will populate the long and short description. It will also automatically place the start and ending sizes based on the contents of the file selected. It will be disabled when adding a new component - it will automatically use the descriptions and sizes.

Top Works:

The Select button provides a file selection dialog for browsing for the data file needed for valve top works. All top works data file have to be located in the directory set by the TopWorksDirectory configuration variable Example data files for Actuator, Gear, Lever, Wheel and Custom (TYPE=DWG) are located in the ..\CADWorxPlant\TopWorks\ directory. The date files contain parametric data to draw the top works for the valve. For each type of top works, a sample drawing file is located in the ..\CADWorxPlant\TopWorks\ directory that shows how the data file parameters are used to draw the top works shape. For custom top works (TYPE=DWG), a drawing file will have to be created for each size of top works.

If a top works data file is set for a valve, the user will be asked to orient the top works when the valve is inserted into the model. The top works (spindle) direction selected during the valve insertion will also be set into the ISOGEN Data. The top works will only be drawn when working in 3D drawing mode.

The user can pick the Open button to review the data file that is present. The data file will open with the associated editor.

Note: The command TOPWORKSADD can be used to add top works to a valve already drawn in the model The command TOPWORKSCHANGE can be used to change the orientation or delete top works already associated with a valve.

Details:

The Optional component toggle marks the component as a optional component in the specification. For more information on optional components, please refer to the Specification option toggle (see page 173) discussed later.

The Size Selection toggle will only appear for reducing components. The size ranges listed in the spec for reducing component is the reduction size. For a 10"x2" reducing component, the description in the spec that is listed for the 2" will be used when the component is drawn. This toggle will change reducing components to be selected by main size when drawn in the model. With the toggle checked, a 10"x2" component will take the description listed for a 10" component in the spec.


The Start size edit box is the beginning size of a component. For example; if the user wanted this specification to provide 1/2" to 1-1/2" sizes at schedule extra strong pipe and larger sizes to be schedule standard pipe. The user needs to enter 0.5 for 1/2" pipe here. This is the starting size. The ending size will be required in the next edit box. All entries here should be listed as the nominal size, not the actual size.

The End size edit box is the ending size of a component. In the above example, the components’ size started at 1/2". Here, it can be end at 1-1/2". This provides the component available in sizes 1/2" through 1-1/2". If the user sets a size of 24", and attempts to place this component in the drawing, they would see the Option Toggle dialog.

This Tag edit box provides an optional tag description for valves and such.

The Short description edit box is the abbreviated description for the component. This description will be used by the Component Annotation routine under the short annotation option within CADWorx.

The Long description edit box describes the component. This description can be used in the Bill of Materials schedule and the Component Annotation routine under the long annotation option within CADWorx

The Sort sequence edit box locates the item in the bill of material schedule. If the user entered 999, this component would be placed last in the schedule. If it was set at 0, it would be placed first. Setting the same sort numbers to different component in the specification places the components in the schedule in an alphabetical order instead.

ISOGEN Symbol Information:

The default ISOGEN Component Identifier and SKEY used by CADWorx can be overwritten and set from the specification file.


Index Codes This code is the index (or pointer) for the generation of database codes placed within components. When a component is placed in the drawing, the system looks at this code and tries to find a corresponding index in the file named by the DataBaseCode variable in the configuration file. It can also use the DataBaseCodes file as specified in the specification.

For example – within the specification, this code is set to “0001” for categories of pipe from 2.0 - 24.0 – the DataBaseCode startup variable is set to DBCODES.DAT and within this file there exists an index of “0001” – under this index there are sizes 2.0 through 24.0 and the 4.0 has a code of “76.35.38.237”.

When a 4” pipe is drawn, it will have attached the code 76.35.38.237. If the index was not found within the DBCODES.DAT, then “0001” would be placed in the component. For more information refer to the DataBaseCodes variable in the Configuration file.

To set an index for a specification component, simply highlight an index in the left list box and select OK at the bottom of the dialog. This will place the index code in the edit box on the edit dialog. Whenever a component is drawn on the drawing, it looks at this index, searches for the proper size and finds the corresponding code to place in the component.


Note: Separate DBCODES.DAT files are not necessary when creating index, size and code combinations. Different specifications can all access the same index in the same file. A carbon steel 150-pound flange might have the same order number or database code across several specifications.

The left list box shows all the available indexes in DBCODES.DAT (or a name as specified by DataBaseCode variable in setup). To set this index, and corresponding size and code, to a component, highlight it here and select the OK at the bottom of this dialog.

The Edit Index and Description section allows the user to change an index for a range of sizes. Simply highlight the index, change it’s value and hit the update button. Changing focus will also update the list box above. The edit box below this allows the user to enter a description for the index that was entered above. The Add button allows the user to add any index desired. Just click the Add button and a generic entry for the index, pipe size and code will be added. Use the edit boxes above to edit and change this entry. The Delete button index located within the code file can be removed with this button.

The right list box shows all the sizes and codes associated with an index. Simply highlight the size and then edit it as desired.

The Edit Sizes and Codes section can be changed to any size desired. Make sure that the sizes entered here are the same available size located within the SETSIZE.TBL, SETSIZEA.TBL, and SETSIZEM.TBL.

The Main and Red edit box allows the modification of any code that is associated to any size. The Add button allows the user to add any size – code combination desired. Just click the Add button and a generic entry for the size – code combination. The Delete button simply deletes any entry in the size – code combination located in the list box above. After an entry has been modified in the edit boxes, just hit the Update button to update the list box above. Changing focus will also accomplish the same thing.


Notes This edit facility allows the user to add notes to any component that is in the specification. Notes can be added and used in CADWorx P&ID utilizing the COMPNOTE (see page 130) column name when using a database. Multiple notes can be applied to a single component and when that component is associated with a symbol in CADWorx P&ID, the notes will be applied to that column separated by a semicolon.

The Note Number Description list box contains all the notes present within the current specification.

The Notes section allows the user to modify any note number highlighted. This entry can be alphanumeric. After changing the number, simply hit the update button to change it in the list above.

The Update button will update the number and the description after a modification has been made. The Description edit box allows the user to modify any description located within the notes. After a modification has been made, use the update button to change the list box above.

Clicking on the Add button will add a generic entry into the specification. This entry can be modified as desired.

The Delete button will delete any note located within the list.


Option Items

P&ID menu: Accessory Specifications Optional Items

Command line: SPECOPTION

Settings toolbar:

This function has two levels.

� Level 1:

When a component type is selected, all components in the specification of that component type will appear in this dialog box.

Command: SPECOPTION All components will be dialogued...

� Level 2:

When a component type is selected, the default component will be selected for placement on the drawing. No dialog options will appear unless the components’ size is out of the listed range in the specification or the component is not allowed by the specification.

Command: SPECOPTION Specification dialogue turned off...

This function provides the ability to place components into the drawing that are located in the specification as optional components. A good example would be a 300# orifice flange in the 150# specification.


When all components are dialoged, note that the specification's default component is labeled. This component can be chosen by selecting the default component and then picking the OK button (or by simply picking the Default button). All components can be dialoged and the user can easily pick the default components the same way as if the system was off.

When the SpecSizeOverride (see page 34) variable is off(0), the system will not allow any size other than what is allowed by the specification. When this variable is off, and the size selected is not within the range listed within the specification, the OK and Default button will be disabled and will not allow selection of any component.

This dialog also appears when a component is not in the specification whether the option toggle is on or off.

If SpecSizeOverride is on, the dialog will appear if the component size is not in the range thus allowing the user to select the desired component and range. Below is a table explaining what happens according to how the system is set.

Component in specification

Size in specification

Specification option toggle

SpecSizeOverride variable

Dialog behavior

Yes Yes No Off = 0 Normal operation. No errors.

Yes No No Off = 0 Dialog with error message.

Yes No No On = 1 Dialog with error message, but program allows override.

Yes Yes Yes Off = 0 Dialog shows all components including optional components, but does not allow override.

Yes No Yes Off = 0 Dialog shows all components but OK button is disabled for components not in size range.

Yes No Yes On = 1 Dialog shows all components and allows override.

No n/a No Off = 0 Dialog with error message.


Type Assign

P&ID menu Accessory Specification Spec Type Assign

Command line: TYPEASSIGN

The TYPEASSIGN function allows the user to assign a component type to one or more existing components. This component type is used for creating specification driven P&ID's. The command displays a dialog to select the component type as shown below.

Command: TYPEASSIGN Select objects: select one or more components that needs to be changed

Updated 5 object(s) in drawing...

If the drawing is part of a project and SPECCONTROL (see page 34) is turned on, information is read from the specification and updated in the database.

Updated 5 row(s) in external database...

The command checks the specification of the P&ID entity and then copies all requested data from the specification to the database.


Size

These functions allow the user to set the current size that will be used in the component (or symbols) drawn into the drawing. Prior to drawing a component (or symbol) in the drawing, the user can set a size (and reduction size) here from the dialog and these sizes will appear within the component after it is drawn. The size will only be placed in process lines (type 301), valves (type 303), mechanical (type 305), nozzles (type 307), reducers (type 308) and miscellaneous (type 309) components. The MAINASSIGN and REDASSIGN functions allow the user to place or change the size within a component that has already been placed and assigned a size. This function works with both levels of operation of CADWorx P&ID (no database and external database).

The file SETSIZE.TBL (english/inch input) is located in the <INSTALL-DIR>\SYSTEM directory is used by this dialog for setting sizes within CADWorx P&ID. The SETSIZEA.TBL (inch/metric input) and SETSIZEM.TBL (metric/metric input). With an ASCII text editor, these files can be modified per user requirements.


Set

Menu: P&ID Accessory Size Set

Command line: SIZEDLG

Settings toolbar:

This function displays the Sizes dialog for setting the size within the drawing. The user can select the menu item or use the button on the Setting toolbar. To set the main size requires the user to either double click on the size or pick the size and then select the Main button at the top of the dialog. To set the reduction size requires the user to perform a second series of double clicks or pick the size and then select the Reduction button at the bottom of the dialog. Clicking either of these two buttons will enable the OK button at the bottom and allow the size(s) to be set for use in the drawing.

Command: SIZEDLG


Main Assign

Menu: P&ID Accessory Size Main Assign

Command line: MAINASSIGN

Settings toolbar:

This function will take the presently set main size and assign it to the components selected. Any AutoCAD selection process can be used to select components that need to be changed to a different size. When entering a new drawing, components can be placed before a size has been set. This function allows the components to be assigned whichever size is currently set. Set the size desired and then run this function. For components that already have a size assigned, this function can reassign them.

Command: MAINASSIGN Select objects: select the components that need to be changed Select objects: enter to finish the selection set

Reduction Assign

Menu: P&ID Accessory Size Reduction Assign

Command line: REDASSIGN

Settings toolbar:

This function will take the presently set reduction size and assign it to the components selected.

Command: REDASSIGN Select objects: select the components that need to be changed Select objects: enter to finish the selection set


Line Numbering

Menu: P&ID Accessory Line Numbering

Command line: LINENUMBER

This function allows the user to modify the line numbering configuration. When this system is on, CADWorx P&ID will generate the line number according to the size, specification and any additional fields that have been chosen. In the CEDIT (see page 195) command, the line number will be disabled when this system is on. This indicates that the system will adjust the line number as the user adjusts the size, specification or the additional fields. The additional fields will be controlled by the TABLESETUP (see page 127) command at the very beginning of the project setup. The columns located within the line number table will be used for the additional categories as shown below.

If this system is off, the user will have complete control with the line number and can manually adjust it. This will be indicated in the CEDIT dialog. The user will be allowed to adjust the line number and the edit box will NOT be disabled.

Command line: LINENUMBER


By picking the down arrow under Category, the user can modify the line number configuration and may also assign a default value for the category.



Loop Numbering

Menu: P&ID Accessory Loop Numbering

Command line: LOOPNUMBER

This function allows the user to modify the loop numbering configuration (or template). When this system is on, CADWorx P&ID will adjust the loop number according to the tag, function and the additional fields that have been chosen. In the CEDIT (see page 195) command, the loop number will be disabled when this system is on. This indicates that the system will adjust the loop number as the user adjusts the tag, function or the additional fields. The additional fields will be controlled by the TABLESETUP (see page 127) command at the very beginning of the project setup. The columns located within the instrument table will be used for the additional categories as shown below.

If this system is off, the user will have complete control with the loop number and can manually adjust it. This will be indicated in the CEDIT dialog. The user will be allowed to adjust the loop number and the edit box will NOT be disabled.

Command: LOOPNUMBER


By picking the down arrow under Category, the user can modify the loop number configuration and may also assign a default value for the category.



Loop Diagrams

The Loop module in CADWorx P&ID is an optional feature. For this feature to be activated, the hardware lock must be authorized to run CADWorx P&ID Professional.

The Loop module provides AutoCAD commands for creating and modifying the tables within the project database. It also provides command for automatically generating the loop drawings from the tables that are created.

The CREATETABLE command is used to create the tables from instrument patterns located in the project database and the prototype or template drawings. After the tables have been created, the data can be manipulated by adding data to the rows and columns located in these tables. After the tables are populated and modified with all the necessary information, the GENERATELOOP command can be used to automatically collect the prototype drawings and populate them with the data from the loop tables.

For a description of the two internal commands, CREATETABLE and GENERATELOOP, see below.

Note: Disabled Loop Diagramming options indicate that the Loop module access on the hardware lock is not available. If you have purchased CADWorx P&ID Professional, rename the file LPVER1.BIN to LPVER.BIN in the ..\CADWorx P&ID\System directory. The next time you start CADWorx P&ID, Loop Diagramming will be enabled.


Create Table

Menu: P&ID Accessory Loop Diagrams Create Table

Command line: CREATETABLE

This function scans a chosen prototype or template drawing for specially formatted keywords and creates columns for each keyword in a user-specified table in the current or chosen database project. The drawing does not have to be opened for this command to find all the keywords. It scans the drawing and then creates a table based on that drawing. The user-specified table will be pre-populated with a unique identification, loop number, and drawing template name and will be linked back to the instrumentation table within the project database. The other columns created within the table will be derived from the keywords found in the prototype drawing. The tag and function will not be located in the table since it exists in the original project database instrument table.

A LOOP column already exists in the instrument table. This command scans this column for the various loop numbers in the project database. If the template drawing has a FI, FT, and FV, it searches the instrument table within the project database for all loop numbers that have this series of instruments. Once it finds the loop numbers in the database, it creates the remaining columns from the prototype by drawing keywords and finishes by generating the user-specified loop table.

Once the loop table has been generated, the tag, function, and loop number are left in the instrument table in the project database. In the user-specified loop table, the row is given a unique identification that is linked back to the instrument table.

Note: The CADWorx configuration variable LoopTemplateDirectory (see page 32) can be used to pre-specify a location for this command to start searching for template drawings.

The prototype drawings, which can be collected in a central location, contain all these keywords needed to create a complete loop drawing. When used with the GENERATELOOP command, these keywords are used to populate the drawing with the data from the table located in the loop tables.

Keywords can be an attribute, an attribute definition, plain text, or Mtext. The keywords must be in uppercase. The keywords can be located in a simple string or can be in a complete sentence of strings.

Examples of keywords, which could be located in the prototype drawings, are listed below.

Note: The keywords need the greater than and less than brackets for automatic detection (”<>”).

The sequence below places a tag in the drawing from the selected loop.

<TAG>

This tag could be part of a string.

This is a keyword <TAG> located in a string.

This is to indicate which tag goes with which particular function.

<TAG,LAL> and <TAG,LAH>


Two identical functions could have different tags such as FE-101A and FE-101B.

<TAG,FE,*A> and <TAG,FE,*B>

This is to search for the other keywords such as FUNC, WIRE, or TERMINAL.

<FUNC>, <WIRE> or <TERMINAL>

Provided with CADWorx P&ID are several prototype drawings located in the <INSTALL-DIR>\Tutorial directory.

The following command executes this function. It can also be accessed from the pulldown menu P&ID>Accessory>Loop Diagrams. The following series of dialogs will appear.

Command: CREATETABLE

If the user is not in a project database environment (has not opened a drawing with an external database), the following dialog appears requesting the desired database type. After this dialog the user, will then have to select the actual database that contains the loop tables. If the user is in a current project environment, it bypasses the database type and file selection dialog and proceeds on automatically.

The dialog below requests the selection of a loop template drawing file. At this point the command will scan the drawing for instrument series and try to find match occurrences from the instrument table in the project database.


After a template drawing is selected, scanned, and processed, the next dialog provides the user the opportunity to relocate columns and specify widths. It also shows the columns found in the prototype drawing (minus the tag and functions that are in the instrument table).


The Table Name edit box allows the table to be named. It will have the prefix “LOOP_” appended in the actual database.

The Column Setup allows the user to view and re-arrange the columns generated from the prototype drawing. The columns can be re-arranged here with the move up and move down controls below. Highlight a column in the list box above and pick either the move up or down button.

This Move Up button allows the user to move a column up in the list.

This Move Down button allows the user to move a column down in the list.

By highlighting one of the columns in the list box above, the user can specify the Column width in the table created here.

This final dialog shows which loops were found in the project database instrument table. These are the loop entries that will be placed in the loop table. This table is named by the user and has appended a “LOOP_” prefix. In the Table Name: edit box shown above will be only the user specified name. It will not have the “LOOP_” appended prefix shown. After this dialog is closed, all the loop number entries will be available.


Generate Loops

Menu: P&ID Accessory Loop Diagrams Generate Loops

Command line: GENERATELOOP

This function creates loop diagrams based on the loop table chosen from the selected project database. It uses the loop table generated by the CREATETABLE command. The corresponding prototype or template drawings (recorded within the row in the table) are used as well to generate the loop drawings. Each row of the loop table will represent one loop diagram. Each column of the loop table will be used to fill out the keywords located within the prototype drawings.

As outlined in CREATETABLE command, the prototype drawings must contain keywords and the loop table must be populated with the desired values. For populating the loop table, use the native database program such as Access.

The following command executes the command. It can also be accessed from the pulldown menu P&ID>Accessory>Loop Diagrams. The following series of dialogs will appear.

Command: GENERATELOOP

If the user is not in a project database environment (has not opened a drawing with an external database), the following dialog appears, which requests the desired database type. After this dialog opens, select the database that contains the loop tables. If the user is in a current project environment, the function bypasses the database type and file selection dialog and proceeds to automatically select the loop tables in the current project.


The user can select only one loop table here. This command will key in on the “LOOP_” prefix discussed in the CREATETABLE command and then provide a selection from the next dialog.


Once the user has picked the desired loop table, the following dialog appears, allowing the selection of the desired loops located in the loop table. Here the user can select one or all of the loops that need to be generated. Pick the loop names individually or use the Windows control key pick method to select multiple loops. The user can also pick the first loop and then hold the shift key down and pick the last one in this dialog to select all of them.


The Generate Loops function then presents another dialog that requests a location to save the new loop diagrams. The start location of this dialog is controlled by the CADWorx P&ID configuration variable LoopOutputDirectory (see page 32).

Once the loops are selected, the following dialog appears, indicating which loops have been generated.

193

In This Chapter Settings .............................................................................. 194 Component Edit ................................................................. 195 Flip Symbol ........................................................................ 218 Text Correction .................................................................. 219 Tag Line ............................................................................. 220 Mend Line .......................................................................... 221 Set Visibility........................................................................ 222 Process Assign .................................................................. 223 Change Att Layer ............................................................... 223 Layer Control ..................................................................... 223

C H A P T E R 5

Utility


Settings

Menu: P&ID Utility Settings

Command line: CURRENT

Settings toolbar:

The Current Settings dialog shows all the current settings within the drawing environment. Utilizing the SETUP (see page 41) command explained earlier, the user can change most of these settings.

Command: CURRENT

Chapter 5 Utility 195

Component Edit

Menu: P&ID Utility Edit

Command line: CEDIT

Settings toolbar:

This function is the gateway into CADWorx P&ID's database. Every item placed in the drawing can be edited with this function. This function has many facets to it that change depending on the component or symbol being edited. From the command line, CEDIT (CE) is the most often used to start this function. After starting the function, select any of the different symbol types discussed earlier in this chapter (type 301 – process line, type 302 – instrument, etc.).

Note: CEDIT can also be invoked by double-clicking on a CADWorx P&ID entity.

Command: CEDIT Select P&ID entity: pick object

As the component is edited, two things happen. The first is that the database table is updated to reflect the same entry that is recorded here. The second is the attributes (within the block) that match the database table column’s name will be updated accordingly.

If CEDIT cannot find the information, the prompt may look similar to the following.

Command: CEDIT Select P&ID entity: Database fetch error... An object with ID_Count of 100007 does not have a row in the Line table... You may have to run the DBAUDIT function to correct... Check <INSTALL-DIR>\SYSTEM\SQL_ERROR_LOG.TXT file for more details...

All CADWorx components can be edited using CEDIT.


Process Lines

The following dialog is for editing process lines. Notice the top of the dialog indicating the type of component being edited. In parenthesis is the database ID code that can be used to find the component in the database tables. The Database ID is a unique identifier that will be different for every component. Each drawing used within a project will have a different numbered series (i.e., drawing 1 will use 100000 numbered series and drawing 2 will use 200000).


Size

This edit box allows the entry of any size that might need to be represented in the process line. This is an alpha entry (any type of characters can be used – i.e., 6” x 4”).

Spec

This edit box allows entry of any specification name. This edit box is an alpha-type entry.

Tag

This edit box allows any tag name to be entered. This edit box is an alpha-type entry. Tag names can be any alpha and/or numeric combinations. If a tag value already exists in the database for another object, the program will display a message box warning.

Manual Update

The Manual Update toggle allows the user to override the automatic mechanism in the program and specify some other required information for the edit boxes.

Documentation

The Documentation dialog allows the user to attach any type of documentation to a component within the drawing. It places the name of the document and the processor required to open the document in the database. When the user is viewing or editing the document, the program only opens the document with the specified processor. When the user adds a document to the list, the program automatically checks the Windows operating system for the type of processor required. If it does not find one, it prompts with a Browse dialog.


The Document Opens With edit box is the name of the application that is required to open the document. For example, a .BMP file might require Microsoft Paint. A .DOC might require Microsoft Word. The full path to the application will be displayed in the field.

The Add Document button provides a file selection dialog that is used to find a document to place in the list shown above. After the file is located, use the open button to add it to the list.

The Delete Document button is used to delete the highlighted document.

The Open Document button is used to start the processor for the highlighted document. Double clicking on the document will also start the processor.

The Additional Data button displays the Document table within the CADWorx P&ID database. This allows the user to place other information about the document here. The examples within the default table setup, that accompanies CADWorx P&ID, shows entries such as DATE APPROVED, SUBMITTED BY, APPROVED BY, etc.

Additional Data

This part of CADWorx P&ID is completely dynamic in nature. The user customizes this dialog and its entries with the table setup facility that is used when the project is created in the very beginning. The fields below match the database table columns exactly as specified by the user.


The Next button, if it is not disabled, provides the user access to the next group of table column. It will be disabled if the columns count is ten or less. If the table was set up with eight columns, two edit boxes at the bottom would be disabled and the Next and Previous buttons would be unavailable. If the table were set up with 12 columns, the Next button would be available to access the next page. Then, eight edit boxes and the Next button would be disabled.

The Previous button returns to the previous dialog showing the prior column tables.

Process Data

The information presented in the Process Data dialog is based on the way the process line is connected. There are several different ways that the process can be determined. When the process line is initially drawn, the information regarding the actual and process from – to are determined. Using the COMBINELINE (see page 124) function can modify the actual and process from – to.

Process control only affects process line components (type 301). Vessel (type 304) and mechanical groups (type 305) are used to determine this process control.


The Process From edit box shows the equipment that the process starts from. This is not its actual start point as described below, but the start location of the complete process. The program will try to determine this information as the drawing is created. This location can be either a vessel or mechanical group only. This edit box can be changed by the user, and will automatically update when the COMBINELINE (see page 124) or UPDATEPROCESS (see page 117) functions are used on the process line.

The Process To edit box shows where the process ends at the equipment. As mentioned above, this is the end location of the process. The Process To: edit box is affected by the same rules as above.

The Actual From edit box shows the exact start point of the process line. Unlike the process information above, this is where the line actually starts. It too is governed by the same rules mentioned above.

The Actual To edit box shows the exact end point of the process line. This is where the line actually ends. Same rules as above apply.

The Manual Update toggle allows the user to override the automatic mechanism in the program and specify some other required information for the edit boxes or pick another component using the button to the right of the edit boxes.

Instruments

The following Editing Instrument Component dialog is for editing instrument symbols. In the caption is a reference that can be used to find the component in the database tables. The Database ID is a unique identification that will be different for every component. Each drawing used within a project will have a different numbered series (i.e., drawing 1 will use 100000 numbered series and drawing 2 will use 200000).


Function

This edit box allows entry of the function type to be represented for the instrument component or symbol. This is an alpha-type entry (any characters can be used, i.e., LCV, LIC, etc.). If any attribute on the block symbol is named “FUNCTION,” it will be automatically updated upon exit of this dialog.

Loop

This edit box allows the user to enter the loop number. This edit box is an alpha-type entry. As mentioned above, any attributed on the block is named “LOOP,” it will be automatically updated upon exit of this dialog.

Tag

This edit box allows any tag name to be entered and is an alpha-type entry. Tag names can be a combination of alpha and numeric configurations. Attributes named “TAG” will be automatically updated upon exit.

Display Attributes

This toggle allows the user to display the attributes that have names identical to the database table columns. The program updates the drawing when the Function: edit box is labeled with “FC” and the column includes an attribute called “FUNCTION.” If the toggle is not checked, a blank will be added into the attribute and it will not show at all on the drawing.

Manual Update

This toggle allows the user to override the automatic mechanism in the program and specify some other required information for the edit boxes.

Documentation

This button displays the Documentation dialog that allows the user to attach any type of documentation to a component within the drawing. It places the name of the document in the database. When the user is viewing or editing the document, the program only opens the document with the specified processor. When the user adds a document to the list, the program automatically checks the Windows operating system for the type of application required. If it does not find one, it prompts with a browse dialog for the user to select the application with which to open the document.

Additional Data

This part of CADWorx P&ID is completely dynamic in nature. The user customizes this dialog and its entries with the table setup facility that is used when the project is created in the very beginning. The additional fields match the database table columns exactly as specified by the user.

Embedded


This button allows the user to add embedded instruments to an existing instrument located on the drawing. These embedded instruments do not need any type of symbol in the drawing to have an entry in the database.

For example, located in the drawing is instrument FC-101 (a block symbol). Attached to this instrument will be FS-101 and FR-101. The later two instruments are not needed visually in the drawing. This function allows the user to attach the later two instruments to the FC-101. They will be present in the database along with all the fields of the host instrument (FC-101).

To add an embedded instrument to an existing instrument, just click on the Embedded button. This presents the next dialog that allows the placement of any embedded instrument.

Embedded instruments react similar to their parent instrument when AutoCAD commands such as COPY or ERASE are executed on the parent instrument.


Valves

The following Editing Valve Component dialog is for editing valve symbols. In the caption is a reference that can be used to find the component in the database tables. It is a unique identification that will be different for every component. Each drawing used within a project will have a different numbered series (i.e., drawing 1 will use 100000 numbered series and drawing 2 will use 200000).


Size


Spec


Tag

This edit box allows any tag name to be entered here. This edit box is an alpha-type entry. Tag names can be any alpha and/or numeric combinations. If the CheckDuplicateValveTag (see page 29) is set to 1, the program will display a warning when duplicate tags are entered into the dialog.

Display Attributes

This toggle allows the user to display the attributes that have names identical to the database table columns.

Documentation

The Documentation dialog allows the user to attach any type of documentation to a component within the drawing. It places the name of the document and the processor required to open the document in the database. When the user is viewing or editing the document, the program only opens the document with the specified processor. When the user adds a document to the list, the program automatically checks the Windows operating system for the type of processor required. If it does not find one, it prompts with a browse dialog.

Additional Data



Vessels

The following Editing Vessel Component dialog is for editing vessel groups. In the caption is a reference that can be used to find the component in the database tables. It is a unique identification that will be different for every component. Each drawing used within a project will have a different numbered series (i.e., drawing 1 will use 100000 numbered series and drawing 2 will use 200000).


Length

This edit box allows for the entry of the length of the vessel. This is an alpha type entry (any type of characters can be used, i.e., 140’-0”). If any attributes in the group are named “LENGTH,” the attribute field will automatically update upon exiting the dialog. Attributes are not part of the vessel group. But groups can have blocks that contain attributes. These groups normally consist of plines that form the graphics and individual blocks. One block is used for the label at the top of the drawing and the other is the vessel’s tag. When the vessel function incorporates these components into the drawing, they are all grouped.

OD

This edit box allows for the entry of the outside diameter of the vessel. As mentioned above, if any attributes in the group are named “OD,” they will automatically update upon exiting.

Tag

This edit box allows any tag name to be entered here. This edit box is an alpha-type entry. Tag names can be any alpha and/or numeric combination. If a tag value already exists in the database for another object, the program will display a message box warning.

Display Attributes


Underline Tag

This function underlines the tag attribute in AutoCAD using the %%U method. It will not transfer this character sequence to the database.

Documentation


Additional Data


Nozzle Data


This button provides the user with a list of the nozzles attached to the vessel (grouped to the vessel). When selected it displays the following dialog, which lists all of the nozzles. The nozzle names are referenced by the Database ID as explained above. To edit the nozzle, highlight it in the list and pick the Edit button. Using the Edit button to edit the nozzles would be identical to using the CEDIT command to edit the nozzle.

The Edit button displays the Editing Nozzle Component…dialog shown below.


Mechanical

The following Editing Mechanical Component dialog is for editing mechanical groups. In the caption is a reference that can be used to find the component in the database tables. The Database ID is a unique identification that will be different for every component. Each drawing used within a project will have a different numbered series (i.e., drawing 1 will use 100000 numbered series and drawing 2 will use 200000).


Size


Spec


Tag

This edit box allows any tag name to be entered here. This edit box is an alpha-type entry. Tag names can be any alpha and/or numeric combinations. If a tag value already exists in the database for another object, the program will display a message box warning.

Display Attributes


Underline Tag

This function underlines the tag attribute in AutoCAD using the %%U method. It will not transfer this character sequence to the database.

Documentation


Additional Data



Links

The following Editing Drawing Links dialog is for editing link symbols, such as To/From arrows. This facility is for linking process lines across drawings and, therefore, presents a different edit dialog. Since a single process line can be on any number of drawings, this facility will manage that information.

It is important to note that the link symbols have special attributes defined within them that automatically update. The attributes are TAG, DWG_TO, and DWG_FROM. TAG must be used with either DWG_TO or DWG_FROM but not both within the same block symbol. DWG_TO is used to leave a drawing and DWG_FROM is used when entering a drawing. This provides the program a means of determining the process flow direction.

Several different situations must be correct for this linking functionality to work. If an error occurs while trying to edit a link symbol, a message dialog appears indicating what should be done.

The ideal procedure for using a link symbol is to draw the process line from a piece of equipment or process line to the edge of the drawing. Then, insert the link symbol (arrow) onto the end of the process line. Using the CEDIT (see page 195) function to update the process line will automatically update the link symbol.

If the link symbol is placed on the drawing first (before the process line is drawn), the COMBINELINE (see page 124) function will need to be used on the process line (do not select the link symbol when using the COMBINELINE function). Then CEDIT the process line and give the line a tag number. This should update the link symbol.


Drawing From

This edit box will be grayed out and the user will not be able to enter a value in this field. The purpose for the field is to establish the link, which will be displayed as soon as the link has been determined.

Drawing To

This edit box will be grayed out and the user will not be able to enter a value in this field. The purpose for the field is to establish the link, which will be displayed as soon as the link has been determined.

Tag

This edit box will be grayed out and the user will not be able to enter a value in this field. This field will display the tag name of the process line that is attached to the link symbol.

Make Link

Select this button to make a link. This presents a file selection dialog that requires the user to select the drawing that has the proposed link (opposite type – from/to) symbol within it. If a link symbol is not found with the same tag, a link will not be established.

Remove Link

Once a link has been established, use this button to remove it.

View Line Numbers

This button provides the View Line Numbers dialog. This dialog is provided here for convenience of viewing drawings and their line numbers.


Nozzles

The Editing Nozzle Component dialog is for editing nozzle symbols. Selecting the nozzle instead of the vessel allows the user to edit the nozzle. In the caption is a reference that can be used to find the component in the database tables. The Database ID is a unique identification that will be different for every component. Each drawing used within a project will have a different numbered series (i.e., drawing 1 will use 100000 numbered series and drawing 2 will use 200000).


Size


Spec


Tag

This edit box allows the user to enter any tag name. This edit box is an alpha-type entry. Tag names can be any alpha and/or numeric combinations.

Display Attributes


Documentation


Additional Data

This part of CADWorx P&ID is completely dynamic in nature. This dialog and its entries are modeled by the user with the table setup facility that is used when the project is created in the very beginning. The additional fields match the database table columns exactly as specified by the user.


Reducers

The Editing Reducer Component dialog is for editing reducer symbols. In the caption is a reference that can be used to find the component in the database tables. The Database ID is a unique identification that will be different for every component. Each drawing used within a project will have a different numbered series (i.e., drawing 1 will use 100000 numbered series and drawing 2 will use 200000).


Size


Spec


Tag

This edit box allows the user to enter any tag name. This edit box is an alpha-type entry. Tag names can be any alpha and/or numeric combinations.

Display Attributes


Documentation


Additional Data



Miscellaneous

The following Editing Misc Component dialog is for editing miscellaneous symbols. In the caption is a reference that can be used to find the component in the database tables. The Database ID is a unique identification that will be different for every component. Each drawing used within a project will have a different numbered series (i.e., drawing 1 will use 100000 numbered series and drawing 2 will use 200000).


Size


Spec


Tag

This edit box allows any tag name to be entered here. This edit box is an alpha-type entry. Tag names can be any alpha and/or numeric combinations.

Display Attributes

This toggle allows the user to display the attributes that have names that are the same as the database table columns.

Documentation


Additional Data



Flip Symbol

P&ID menu: Utility Flip Symbol

Command line: FLIPSYMBOL


This function provides a way for the user to flip an attributed symbol. The function allows the user to flip the symbol along either the X-axis or Y-axis. It will flip the symbol at its insertion point. It only works on one symbol at a time.

This function will not flip the attribute locations. For example, if the “SIZE” attribute is on the top of the symbol and this function flips the symbol along the X-axis, the “SIZE” attribute will now be on the bottom. The user can grip and drag any attribute to any location desired.

The function assigns the axis on which to flip the symbol and then requires the selection of the symbol.

Command: FLIPSYMBOL Enter an option [X axis flip/Y axis flip] <Y axis flip>: enter for Y default or type X Select Object: Pick the symbol


Text Correction

P&ID menu: Utility Text Correct

Command line: TEXTCORRECT


This command allows the user to modify any attribute located within any block. It has two modes – single selection or multiple selection. Use single selection when modifying only one attribute within the block. Use multiple selection when multiple attributes require modification. Multiple will affect all the attributes located in the block selected.

When blocks are mirrored, the attributes will be mirrored (or flipped). This function provides an option, which allows the user to flip them back to normal. The function also has a rotate feature that is useful for rotating attributes within blocks. The Move option is also useful, but gripping provides functionality.

When creating blocks, use the Centered alignment point for attributes. This allows this function to flip the attribute around the center alignment, which places the attribute exactly where it was. When left or right alignment is used, the attribute will shift to the right or left when flipping.

Command: TEXTCORRECT Enter an option [MUltiple/Height/MOve/Flip/Rotate/Layer] <Rotate>:Select attribute: pick the attribute to be moved

MUltiple

This option allows the user to toggle multiple selections. When selected, it returns to the same command line with the Multiple option absent. This indicates single selection. Enter an option [Height/Move/Flip/Rotate/Layer] <Rotate>:

Height

This option allows the user to modify the text height of an attribute. This option can also modify the height of all attributes in an object when used with the Multiple option of the TEXTCORRECT function.

Text height: Enter new text height Select attribute: select attribute

MOve

This option allows the user to move an attribute. This option can also move all attributes in an object when used with the Multiple option of the TEXTCORRECT function.

Select attribute: select attribute Second point: select point

Flip


This option allows the user to flip the attributes within a block. Flipping attributes is required after a block has been mirrored.

Enter an option [X axis flip/Y axis flip] <Y axis flip>: enter or X Select attribute: select attribute

Rotate

This option allows the attribute to be rotated at any angle.

Select attribute: select attribute Rotation angle: pick two points or enter angle (eg: 45)

Layer

This option allows the user to change the layer the attribute is on.

Select attribute: select attribute Enter new layer name: enter layer name

Tag Line

P&ID menu: Utility Tag Number

Command line: TAGNUMBER


Providing process lines with line number tags is the purpose of this function. It requires the user to select a process line and then place an attributed tag onto the drawing.

When used with the database, the process line’s tag from the database will be copied into the attributed block that is used by this function. The tag is automatically updated whenever the process line is updated - whenever the tag is updated, the process line is updated. If this tag number is empty within the database, then the tag placed onto the drawing will be blank as well and will not be visible

This automatic updating feature is not available in AutoCAD, although the program will read the information out of the database.

The line tag’s drawing name is TAG_NUMBER.DWG and is in the <INSTALL-DIR>\SUPPORT directory.

Command: TAGNUMBER Select a line entity to tag: pick the process line to be tagged Pick position: pick a point Pick rotation: pick a direction

When used without a database, the tagging process provides an additional prompt where the user can enter the tag number.

Enter tag number: enter a line number (i.e., 4”-300-2001-N)


Mend Line

P&ID menu: Utility Mend Line

Command line: MENDLINE


This function allows manual and automatic mending of process lines. When used manually, the function prompts for two or more line segments that need to be joined. The MendLineDistance (see page 33) variable in the system configuration file allows control over the maximum distances that can be mended or joined.

Command: MENDLINE Select process lines... Select objects: Select two or more segments of any process line Select objects: Enter to finish

In automatic mode, erasing any process symbol mends the process line back into one. It removes all unwanted vertices within the polylines which might have been created when the symbols was inserted into the process line. If a reducer is encountered, it will not join the process line into one. It will close the gap between each side of the reducer thus leaving the two polylines with a vertex at each end.


Set Visibility

Menu: P&ID Utility Set Visibility

Command line: SETVISIBILITY


This function provides the user the ability to hide or show symbols based on particular circumstances. It can also be used to isolate a symbol with a particular identification.

Command: SETVISIBILITY Enter an option [hide Database objects/hiGhlight/Isolate Id/Manual update/Hide all/Show all] :

hide Database objects

This option hides all P&ID objects that are present in the database and displays the following prompt.

Only P&ID objects that are NOT in the database are visible...

hiGhlight

This option highlights a P&ID entity and any other related entities that are grouped with one key in the external database.

Select P&ID entity to highlight: select any P&ID entity Hit any key to un-highlight...

Hitting any key un-highlights the selected entity.

Isolate Id

This option prompts the user to enter an ID count which will be isolated from the entire drawing.

Enter ID Count to make visible: Enter any ID count from external database Isolating P&ID components with Id Count of ID count .

To view all entities, run the SETVISIBILITY command and select the Show all option.

Manual update

This option makes all CADWorx P&ID objects that are set to Manual update visible.

Hide all

This option hides all valid P&ID objects. This command is especially useful when importing large existing P&ID drawings (see page 228) into CADWorx P&ID.

All P&ID objects are invisible...

To view all entities, run this command again and select the Show all option.

Show all


This option makes all P&ID objects visible.

All objects are visible...

Process Assign

Menu: P&ID Utility Process Assign

Command line: PROCESSASSIGN

This command allows the user to change the process type of a line. For example, a major primary line can be changed to a major secondary line etc.

Change Att Layer

P&ID menu: Utility Change Att Layer

Command line: CHANGEATTLAYER


This function allows the user to change all the attribute text in the drawing to the text layer. This function is useful when the database has been changed outside the drawing and the SYNC (see page 116) command changes the layer of the attributes to the system layer (indicating an exterior change to the database).

Command: CHANGEATTLAYER

Layer Control

Change

P&ID menu: Utility Layer Control Change

Command line: LAYERCHANGE

This is used to change an entity’s layer by selecting an entity on another layer. The original entities’ selection can be made by crossing a window or by selecting individually.

Command: LAYERCHANGE Select entity to change layer... Select objects: select entity

Select objects: select more or enter to end

Select entity with desired layer: select entity Moved to _150 layer...


Match

P&ID menu: Utility Layer Control Match

Command line: MATCH

This routine will change an object’s properties by selecting another object. It will ask the user to select the object they want to change, then the object to match properties to.

Command: MATCH Select entities to change: Select objects: select the object desired

Select objects: enter to complete selection

Select entity to match: select the object

Set

P&ID menu: Utility Layer Control Set

Command line: LAYERSET

This is used to set the current layer by selecting an entity. Individual selection is required.

Command: LAYERSET Select entity layer to set: select entity Layer set to _150...

Off

P&ID menu: Utility Layer Control Off

Command line: LAYEROFF

This is used to turn a layer off by selecting an entity. Individual selection is required.

Command: LAYEROFF Select entity layer to off: select entity Layer _150 turned off...

On

P&ID menu: Utility Layer Control On

Command line: LAYERON

This is used to turn a layer back on that was turned off with the routine above. No selection is required.

Command: LAYERON Layer _150 turned on...


Isolate

P&ID menu: Utility Layer Control Isolate

Command line: LAYERISOLATE

This is used to isolate a layer. Selecting an individual entity will turn all layers off, except the layer of the entity selected.

Command: LAYERISOLATE Select entity layer to isolate: select entity Layer _150 isolated...

Un-Isolate

P&ID menu: Utility Layer Control Un-Isolate

Command line: LAYERUNISO

This is used to un-isolate a layer which has been turned off with the above routine. This will turn all the layers back on. No selection is required.

Command: LAYERUNISO All layers turned back on...

Delete

P&ID menu: Utility Layer Control Delete

Command line: LAYERDELETE

This is used to delete a desired layer. For example: deleting all the entities on layer 0. This will delete all lines, text, etc., on the layer selected. Individual selection is required.

Command: LAYERDELETE Select entity layer to delete: select entity Layer _150 deleted...

Selecting the “VIEWL” layer will generate the following warning message. This will delete a block called “CPM” which is inserted when beginning a new drawing. This block contains information (sizes, specification, etc.) that will be used when re-entering an existing drawing. If the user deletes this layer, this information will not be available for the next drawing session. The user can re-enter this information.

Cannot save setting for this drawing session if this layer is deleted... Delete anyway <No>: enter for no or type Y for yes

227

In This Chapter Importing Existing Drawings .............................................. 228 Adding New Symbols......................................................... 229 Modifying Existing Symbols ............................................... 229 Project Setup Options ........................................................ 230 Adding a Column to the Database..................................... 235 Create Specification Driven Drawings ............................... 235 Creating a Base Profile ...................................................... 236 Knowledge Base Articles ................................................... 237

C H A P T E R 6

FAQ


Importing Existing Drawings

CADWorx P&ID provides a very simple method of converting any present P&ID drawing into a system that works within its own environment. There are two issues that must be addressed. The first matter concerns the existing drawing and how to place information within it that allows conformity to the new CADWorx P&ID system. The second is how to reuse existing blocks within the new system.

The first problem is to deal with all the blocks present in the existing drawing. These blocks could have many attributes with labeled or assigned values. These drawings could be complete or may need modification. As is, they will not work with within CADWorx P&ID.

The dynamic part of CADWorx P&ID has to do with the database used. The first part of the database, or the tables to be more accurate, is fixed. But the second part of each table is dynamic in nature. Being dynamic means that the user can configure that portion of the tables in any way desired. Each column can have any name the user wishes within the table.

The program associates the name of the column to the name of any existing attribute within any block. That means that when attributes are changed, the database changes. Change the database, and the attributes change. The figure below shows the database table setup facility. This is used when the project is initially set up.

Chapter 6 FAQ 229

There are 8 different tables within the CADWorx P&ID that the user has control over. These tables represent the major categories in any P&ID system. They are DOCUMENTATION, INSTRUMENT, LINE, MECHANICAL, MISC, NOZZLE, REDUCER VALVE and VESSEL. As shown above in the table setup, the vessel table can have any number of columns that can be associated with the attributes in the drawing.

Bringing in an existing drawing does not automatically associate the attributes with the columns in the tables. This requires running an additional command named XDATAADD (see page 100). This command allows the user to choose which table will be used with the block and associated attributes.

Adding New Symbols

Adding new symbols into CADWorx P&ID is very simple. First, create the block in AutoCAD using the WBLOCK command. Then, use the MENUSYMBOL (see page 72) command to add the item to the user's CADWorx P&ID installation.

Modifying Existing Symbols

To modify an existing CADWorx P&ID symbol or block, open the block in base AutoCAD and then make the necessary modifications. As always, it is advisable to make a backup of the block being edited before any modifications are made.



Project Setup Options

This topic discusses setting up a project and working with CADWorx P&ID.

In this section, the term "Project Directory" is the directory where the "Database.tbl" and "Project.cfg" file are stored. The term "drawing directory" is where all the drawing files (*.dwg) files are stored.

CADWorx P&ID has two options to setup project and drawing directories.

Option #1

All drawing files are located in the same directory as the project. This option is the default setup for CADWorx P&ID. Therefore, the user does not have to make any changes.

Option #2

Multiple drawing directories all going into one project.

To use this option, the user should add the project directory into the AutoCAD support file search path. An example of this option is given below.

For example:

If the project directory is: "Z:\Project1"

If the drawing directories are: Z:\DWGsCompleted\*.dwg, Z:\DWGsDesigned\*.dwg, Z:\DWGsOthers\*.dwg, Z:\UNIT101\*.dwg, Y:\UNIT201\*.dwg, ...

1. Start CADWorx P&ID. Go to the Tools Menu -> Options. In the Options dialog, go to the Profiles tab.

Chapter 6 FAQ 231

2. Highlight the CADWorx_PID profile, and click on the Add to List button as shown below.

3. In the Add Profile dialog, enter the new profile name as shown below.


4. Select the newly created profile and click the Set Current button as shown below.

5. Go to the Files tab in the Options dialog. Expand the Support File Search Path and click the Add button and browse to the project directory as shown below

6. Exit CADWorx P&ID.

7. Make a copy of the CADWorx P&ID icon on the desktop.

Chapter 6 FAQ 233

8. Rename the icon to the project name as shown below.


9. In the Target edit box of the icon properties, change the profile name after the "/P" to the new profile name created above as shown below.

When the user starts CADWorx P&ID from this new icon, they can create or open drawings from any directory. All these drawings will be reading and writing into one project directory (ex. Z:\Project1). To setup a second project, repeat the steps above.

Chapter 6 FAQ 235

Adding a Column to the Database

Adding a column to an existing database

The user can add a column to an existing database. Currently, this process must be done manually.

1. Open the DATABASE.TBL file from the project directory using any text editor such as Notepad.

2. Add the necessary columns to the sections in the DATABASE.TBL file. Do not use tabs in this file only use hard spaces.

3. Open the project database and add the required columns. If you are using Microsoft Access, use the Design View to add a column.

Note: These operations should be conducted with caution as mistakes could corrupt the project database.

Adding a column to a new database

To add columns to new databases, use the Table Setup (see page 127) dialog. All subsequently created databases will contain the columns added.

Create Specification Driven Drawings

CADWorx P&ID allows the user to create P&ID drawings where information from specifications can automatically be written to the external databases. This feature also allows administrators to enforce size limitations and requiring the use of specifications in drawing P&IDs.

Note: Information retrieval from specifications is available only when external database is used.

1. To enable the system, go to SETUP (see page 41) and then select Edit Config File (see page 25).

2. Change the variable SPECCONTROL (see page 34) to 1.

3. Add new columns (see page 130) to the user's project database that will contain information from the specification.


All drawings created for this project will require that a specification and size be set before drawing any components. As the components are drawn, information from the specification will be entered into the database.

If the component or size is not available in the specification, the program will display a warning as shown next.

If the SpecSizeOverride (see page 34) variable in the configuration file is set to 1, CADWorx P&ID will allow the user to override the warning and place the component even though it is out of spec.

Creating a Base Profile

To create a base profile, the user can copy his AutoCAD icon or CADWorx P&ID icon and give it a profile which will be based on the default AutoCAD profile.

1. Copy the AutoCAD or CADWorx P&ID icon to a new icon on the desktop. This can also be copied into the start menu. Refer to the Windows documentation for example and procedures on copying.

2. Edit this icon by right clicking on it.

3. From the context menu, choose the Properties from the bottom.

4. Pick the Shortcut tab.

5. In the Target edit box, modify the profile at the end of the target. For example, "C:\Program File\AutoCAD 2009\acad.exe" /p UserBase (or any name which does not exist under the Profile tab in the Options dialog within AutoCAD). Make sure to place the profile command switch outside of the quotes as shown. The quotes will not be required if the name of the AutoCAD directory is not a long file name (spaces, etc.).

6. Pick the OK button.

7. Start AutoCAD with this icon.

8. AutoCAD will display a message indicating that it can not find this profile and will create it based on the AutoCAD defaults.

Chapter 6 FAQ 237

Knowledge Base Articles

The following knowledge base articles are available on Autodesk's web site. They involve several topics of interest to CADWorx P&ID users.

� AutoCAD and other Autodesk vertical product service packs.

http://support.autodesk.com

� Ways to improve AutoCAD performance

http://usa.autodesk.com/adsk/servlet/ps/item?siteID=123112&id=2895328&linkID=2475323

� Improving performance when picking objects or regenerating drawing


� Improve 3DORBIT and SHADEMODE display performance


� ACADNOSEARCHPATH and ACADNOSEARCHPATHCACHE environment variables


� Recover damaged drawing files


� Error: Unhandled Access Violation Exception


� Difference between AUDIT and RECOVER commands


� Recover damaged drawing when RECOVER command is not successful


239

In This Chapter Starting a drawing .............................................................. 240 Using Toolbars................................................................... 242 Setup.................................................................................. 244 Drawing Vessels ................................................................ 247 Placing Pumps ................................................................... 249 Placing a Horizontal Vessel ............................................... 252 Placing Exchangers ........................................................... 253 Command Aliases.............................................................. 254 Tagging the Equipment...................................................... 255 Drawing Process Lines ...................................................... 257 Placing Nozzles ................................................................. 264 Placing Instrumentation ..................................................... 265 Placing Valves and Control Valves.................................... 270 Creating Relief Valves ....................................................... 276 The Finishing Touches....................................................... 279

C H A P T E R 7

Basic Tutorial


Starting a drawing

This basic tutorial covers drawing without a database. The following drawing will be used for both the basic and the advanced tutorials.

Chapter 7 Basic Tutorial 241

Note: Even if the user's main intent is to use the program with a database, COADE recommends that the user complete the Basic Tutorial section.

Note: Drawings without databases should not be stored in the same directory as drawings with databases.

When the user starts the CADWorx P&ID program, AutoCAD is loaded first, which in turn opens the AutoCAD Startup dialog box. Also loaded at this time in the template section of the dialog are two template files that have settings ideal for use with CADWorx P&ID. These two template files are placed in the <INSTALL-DIR>\SUPPORT directory. The first file, IMPERIAL.DWT, is used with the Imperial configuration, and the second file, METRIC.DWT, is used with the Metric configuration.

Note: COADE recommends that the user start any new drawing with a template.


To begin a new project, follow these steps:

1. From the Startup dialog box, highlight the IMPERIAL.DWT file (or METRIC.DWT for metric) and click OK. This action opens the Startup Options dialog box, which allows the user to specify the environment that will be used.

2. Select Without Database, and click OK.

Using Toolbars

Eight toolbars accompany the CADWorx P&ID program. In many cases, these toolbars can be a quick substitute for menu pull-downs.

1. To access the CADWorx P&ID toolbars list from the AutoCAD pulldown menu, select P&ID>Toolbars.

2. From the list provided, the user can select the names of the toolbars that they would like to use.


The following toolbars are available:

Note: The user could also type TOOLBAR at the command line, select the FLOW_ALT menu, and then choose the toolbars they wish to use. There are more toolbars available for use than are shown in the pull-down menu.


3. The user may "Dock” the toolbars as preferred.

Setup

The user should setup certain parameters before beginning any new drawing.

1. Select P&ID>Setup to display the CADWorx P&ID Setup dialog box.


Command: SETUP

2. In the Annotation field, click Off for the basic tutorial and On for the advanced tutorial.


3. Click Border to bring up the border options in the Borders dialog box.

4. In the Border type field, select the Predefined option. This will display a list of predefined borders.

5. Highlight the 34x22(ANSI-D) border from the Predefined borders list field and click OK.


6. Once the border is chosen the Enter Attributes dialog box will appear. The user can fill in the title block information and click OK.

Drawing Vessels

It is best to create drawings by placing equipment first and then drawing the pipe in the direction of the flow.

1. Zoom extents so that the entire drawing is visible.


2. Select P&ID>Equipment>Vessels to bring up the Vessels dialog box

3. Select Vert Vessel Ellip w/Skirt, and click OK. Command: ICONVESSEL

4. First Corner Point: prompts the user for the first point of the internal rectangle of the vessel. The user should draw the tank on the left-hand side of the drawing.

First Corner Point: Pick the lower left corner of the vessel.

a. Pick a point about a third of the way up the drawing on the left side.

b. Pick a point for the lower left-hand side of the internal rectangle on a grid.

5. Second Corner Point: prompts the user for the second corner point, which should be about 4 grids over and 12 grids up from the first point. The program then draws the vessel with the ellipses.

Second Corner Point: Pick the upper right corner of the vessel.

6. Pick Skirt Base: prompts the user for a skirt location. Pick Skirt Base: Pick a point for the base of the skirt.

7. Pick Position: prompts the user for the placement of the additional tag for the vessel. Pick a placement point within the vessel.

Pick Position: Pick a position for the vessel tag.

8. Pick Position: prompts the user for the placement of the main equipment tag for the vessel. Pick a point above the vessel at the top of the drawing, about one grid from the border. The vessel should look similar to the following example.


Pick Position: Pick a position for the vessel label.

Placing Pumps

To place the two pumps, follow these procedures:

1. From the pulldown menu, select P&ID>Equipment>Pumps to bring up the Pumps dialog box.

2. Highlight Pump Centrifugal (Y axis) and click OK.

3. Pick Position: prompts the user to pick a position in the lower portion of the drawing, to the right of the tank, similar to the following example.


Command: ICONPUMP Pick Position: Pick a location for the pump.

4. Pick Orientation: prompts the user to assign the correct orientation of the pump. Pick Orientation: Pick the orientation of the pump.

To do this, the user should move the mouse from the right to the left to change the orientation of the suction and discharge side of the pump. Drag the mouse to the right of the pump and select.

5. Pick Position: prompts the user to place the pump’s additional tag just below the pump.

Pick Position: Pick a position for the pump tag.

6. Pick Position: prompts the user to place the main tag for the pump directly above the pump, one grid down from the border.

Pick Position: Pick a position for the pump label.


7. Copy this pump to place an identical pump about 10 or 11 grids to the right of the pump placed earlier. The drawing should look similar to the following example. CADWorx P&ID blanks out the tag value for all pumps and vessels that are copied to prevent duplicate tag values.

Note: All equipment drawn with CADWorx P&ID (vessels, pumps, exchangers, etc.) are grouped together. To move the individual components of the group, use the AutoCAD STRETCH command.


Placing a Horizontal Vessel

To place a horizontal vessel, follow these steps:

1. From the pulldown menu, select P&ID>Equipment>Vessel, and click OK to bring up the Vessels dialog box.

2. From the Vessels dialog, select Horiz Vessel Ellip and click OK. Pick a corner point for the internal rectangle of the vessel. First Corner Point: prompts the user to pick a corner point for the internal rectangle of the vessel.

Command: ICONVESSEL First Corner Point: Pick the bottom left corner of the vessel.

3. Second Corner Point: prompts the user to select the second corner point for the internal rectangle. The ellipses are then drawn automatically.

Second Corner Point: Pick the top right corner of the vessel.

4. Pick Position: prompts the user to place the additional equipment tag in the vessel. Pick Position: Pick a position for the vessel tag.

5. Pick Position: prompts the user to place the main equipment tag at the top of the drawing, one grid down from the border. The drawing should look similar to the following example.


Pick Position: Pick a position for the vessel label.

Placing Exchangers

To place exchangers, follow these steps:

1. From the pulldown menu, select P&ID>Equipment>Exchangers to bring up the Exchangers dialog box.

2. In the Exchangers dialog box, highlight Exchanger – Process Flow, then click OK. Pick the position of the first exchanger to the left of the vertical tank, just above the seam.


Command: ICONEXCHANGE Pick Position: Pick a location for the exchanger.

3. Pick Position: prompts the user to place the additional tag for the exchanger. Pick a placement point to the upper left of the exchanger.

Pick Position: Pick a position for the exchanger tag.

4. Pick Position: prompts the user to place the main equipment tag for the exchanger. Pick a point above the exchanger at the top of the drawing, about one grid from the border.

Pick Position: Pick a position for the exchanger label.

5. Repeat Steps 1 through 4 to place the identical exchanger above the horizontal vessel. The drawing should look similar to the following example.

Command Aliases

There are aliases for many of the functions in the CADWorx P&ID program. These aliases are copied to the user's ACAD.PGP file during installation. If desired, change any alias in the ACAD.PGP to avoid conflicts with aliases already defined in AutoCAD. The list of aliases can be found in Appendix A (see page 349).


Tagging the Equipment

As the user may have noticed, none of the equipment has an actual tag yet. The function CEDIT (see page 195) allows the user to select any item that has data associated with it, and edits that data.

To edit the equipment tags, follow these steps:

1. Type CE (CEDIT) and select the object. Command: CEDIT Select P&ID Entity: Select object.

2. Select the vertical tank on the left side of the drawing to bring up the Editing Vessel Component… dialog box.

3. Fill in the information as provided in the following example.


4. Click the Additional Data button in the Editing Vessel Component dialog box to bring up the Additional Data dialog box.

5. Type Depropanizer in the Service field and click OK in the Additional Data dialog box.

6. Click OK in the Editing Vessel Component dialog box to complete the editing of T-001.

7. Edit the rest of the equipment on the drawing as follows using the CEDIT function.

� CEDIT the Horizontal Vessel and enter the following information:

Length = 16’-0” T/T OD = 74” Tag No. = V-010 Service = Overhead Accumulator

� CEDIT the first pump on the left and enter the following information:

Tag No = P-001 Service = Reflux Product Pump

� CEDIT the second pump and enter the following information:

Tag No = P-002 Service = Reflux Product Pump

� CEDIT the first exchanger on the left side of T-001 and enter the following information:

Tag No. = EX-001 Service = Reboiler

� CEDIT the second exchanger above V-010 and enter the following information:

Tag No. = EX-002 Service = Overhead Condenser


Notice that the main equipment tags at the top of the drawing have been appended with the tag numbers for the equipment.

The drawing should now look similar to the following example.

Drawing Process Lines

Now it’s time to connect the equipment with process lines. It is always best to draw the process lines in the direction of the flow to ensure that the Process and Actual From/To information is properly recorded. However, process information can all be changed at a later time if the process direction changes.

1. The user should first draw the process line from the top of T-001 up and over to the top of EX-002. Process lines can be drawn by using the pulldown menu and selecting P&ID>Lines>Major>Primary or from the Lines Toolbar. The command prompts for the process line functions are similar to the AutoCAD PLINE command.

Command: MPRIMARY From point: first point of the pline on top of vessel T-001 Undo/<Endpoint of line>: next point of pline Undo/<Endpoint of line>: next point of pline Undo/<Endpoint of line>: last point of pline over the top of EX-002


The drawing should look similar to the following example.

2. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line from the bottom of EX-002 to the top of V-010.

3. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line from the bottom of V-010 to the suction side of P-002.

The drawing should look similar to the example below.


4. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the discharge line from P002 to T-001.

5. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the suction line to P-001.

6. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the discharge line.


7. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line coming out of the bottom of the ellipse on T-001 to EX-001.

8. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line from EX-001 to T-001.



9. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line to the right of the line coming out of the bottom ellipse of T-001 to the right side of the drawing.



10. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line to the right of the drawing.

11. From the pulldown menu, select P&ID>Lines>Major>Primary to draw the line from the top of the discharge line from P-002, to the right side of the drawing.

12. From the pulldown menu, select P&ID>Lines>Major>Primary to draw the line from the top of V-010 to flare.



Entering Tag Information for the Process Lines

Now that the process lines have been drawn, the user can use the CEDIT command to annotate the process line. The user can enter the tag information for the valves. When the user starts placing the valves and the equipment connections such as nozzles on process lines, the valves will automatically take the size of the line.

Assigning Size and Specification to Process Lines

To assign size and specification to process lines, follow these steps:

1. Type CEDIT and select the process line coming out of the top of T-001. The following dialog will appear.

2. Repeat the procedure for all the process lines with the size and spec information below.

3. Type CEDIT and pick the process line from the bottom of EX-002 to the top of V-010.

Size: 10”, Spec: 150, Tag: 10"-150

4. Type CEDIT and pick the process line on the top right of V-010.

Size: 2”, Spec: 150, Tag: 2"-150

5. Type CEDIT and pick the process line from the bottom of V-010 to P-002.

Size: 10”, Spec: 150, Tag: 10"-150

6. Type CEDIT and pick the process line from P-002 to T-001.

Size: 8”, Spec: 150, Tag: 8"-150

7. Type CEDIT and pick the process line from the 8” discharge line of P-002 to the suction side of P-001.

Size: 10”, Spec: 150, Tag: 10"-150

8. Type CEDIT and pick the process line on the discharge side of P-001.

Size: 8”, Spec: 150, Tag: 8"-150

9. Type CEDIT and pick the horizontal process line to the right of the discharge line of P-002.


Size: 4”, Spec: 150, Tag: 4"-150

10. Type CEDIT and pick the horizontal process line going to the T-001 from the left side of the drawing.

Size: 6”, Spec: 150, Tag: 6"-150

11. Type CEDIT and pick the process line from T-001 to EX-001 to the left of the vertical line coming from T-001.

Size: 16”, Spec: 150, Tag: 16"-150

12. Type CEDIT and pick the process line to the right of the vertical line coming out of the bottom of T-001.

Size: 6”, Spec: 150, Tag: 6"-150

13. Type CEDIT and pick the process line from the top of EX-001 to T-001.

Size: 20”, Spec: 150, Tag: 20"-150

The user would notice that nothing happened to the drawing. The user is filling in the information for the process lines which is stored along with the process line. Later in this tutorial, the user will be placing tags on the process lines. Also, a specification of 150 could have been set when the process lines were drawn since only the 150 lb spec was used in this example.

All the process lines in this drawing were done with the 150 lb spec. To assign a spec to any CADWorx P&ID component, use the SPECASSIGN (see page 158) command. The user could have also used the SETUP (see page 41) dialog to set the spec to 150 lb so that all process lines drawn would have a 150 lb spec.

In the advanced tutorial (see page 281), the line number system will be explained. With use of a line numbering system, the user would only have to enter the size and spec of the process line to automatically generate the tag value.


Placing Nozzles

If the user wants nozzles to acquire the size of the process line, they must set the size of the process line first; otherwise, they will need to use the CEDIT (see page 195) common on each of the connections.

Follow these steps to place nozzles:

1. From the pulldown menu, select P&ID>Equipment>Nozzles, to display the Nozzles dialog box.

2. In the Nozzles dialog, select Nozzle – single line /w blind and click OK.

3. Pick the point where the line coming out of the top of T-001 meets the ellipse. Command: ICONNOZZLE Pick position: Pick the position of nozzle.

4. Drag the mouse upright so that the nozzle will be displayed correctly. Pick rotation: Pick the rotation of nozzle.

5. Repeat Steps 1 through 4 to place the Nozzle – single line /w blind for all the connections on T-001.


The drawing should look like the following example.

6. Repeat Steps 1 through 4 to place the Nozzle – No Flange on V-010, like the following example.

Placing Instrumentation

To place instrumentation, follow these steps:

1. Zoom a window around the pumps.


2. From the pulldown menu, select P&ID>Instruments>Discrete, to display the Instrument Discrete dialog box.

3. From the Instrument Discrete dialog box, select Discrete Local and click OK. The next set of prompts are similar to the Process Line prompts.

4. Pick the discharge line on P-100 about a grid up from the pump. The second point is about 1 1/2 grids to the left of the discharge line for the insertion of the instrument bubble.

Command: DILOCAL From point: first point of instrument line Undo/<Endpoint of line>: second point of instrument line or location of instrument bubble Undo/<Endpoint of line>: enter to end instrument line

The Lines dialog box appears with different types of instrument lines.

5. In the Lines dialog box, select the Instrument and click OK.

6. Type CEDIT, and select the instrument bubble just placed.

7. Fill in the fields as shown in the following example.


Command: CEDIT Select P&ID Entity: select object

8. Place an instrument bubble on the discharge line of P-002 and tag the bubble PI-002. The drawing should look similar to the following example.

9. Zoom a window around V-010.

10. Place an instrument bubble on the top of V-010 with a tag of PC-010, similar to the following example.

11. Place another instrument bubble, attached to the instrument line of PC-010.


The user will need to pick three different points to place the bubble. The first point will be the instrument line on PC-010, the second will be directly across, about 1-1/2 grids, and the third will be directly up from that point even with the PC-010 bubble. Tag this bubble PI-010. The drawing should look similar to the following example.

12. Zoom a window around the right end of V-010, leaving enough room for two instrument bubbles.

13. Draw an instrument bubble from the center of the ellipse, tagging that bubble LT-010.


Two instrument lines from the instrument will be drawn next.

1. From the pulldown menu, select P&ID>Lines>Instrument.

2. Pick a point at the top of the bubble and draw up and over into the ellipse, enter when done.

3. Draw the line from the bottom of the bubble to the ellipse.

The drawing should look similar to the following illustration. Command: INSTRUMENT From point: first point of instrument line Undo/<Endpoint of line>: second point of instrument line


Undo/<Endpoint of line>: enter to end instrument line

4. Using the AutoCAD TRIM command, trim the instrument lines back to the ellipse.

The drawing should now look like the following example.

To tag the instrument bubbles, follow these steps:

1. From the pulldown menu, select P&ID>Instrument>Discrete.

2. Select the center of the LT-010 bubble. By selecting the center of an existing bubble, the program will use the same Tag in the new bubble (ex: 010).

3. Drag the bubble to the right. Command: DILOCAL From point: center of LT-010 bubble Undo/<Endpoint of line>: second point of instrument line Undo/<Endpoint of line>: enter to end instrument line

4. Tag the instrument bubble LC-010.


The drawing should look like the following example.

5. Place an LT-001 and LC-001, exactly like the previous exercise on T-001, and then place nozzles on the instrument arms.

The drawing should then look like the following example.

Placing Valves and Control Valves

To place valves, follow these steps:

1. Zoom a window around the LT-001, LC-001, and the line coming out of the bottom of T-001 going to the right.


2. From the pulldown menu, select P&ID>Valves>Regular to bring up the Valves Control dialog box (shown here).

3. In the Valves Control dialog box, select Control – Gate Diaphragm and click OK.

4. Place the control valve about 2 grids from the right side of the horizontal line, similar to the following example.

Command: ICONCONVALVE Pick position: Pick a location for the valve.

5. From the pulldown menu, select P&ID>Instrument>Discrete to place the LCV-001 instrument bubble for the control valve.


Note: To place the instrument line at an angle like the example below, the user will need to turn ortho off.

6. From the pulldown menu, select P&ID>Valves>Regular to bring up the Valves Regular dialog box.

7. In the Valves Regular dialog box, select the Gate Valve to place on each side of the control valves, then press OK.

The drawing should look similar to the following example. Command: ICONREGVAVLE


Pick position: location of valve

Note: Notice that the 6” attribute for the control valve is a little close to the 6” of the gate valve on the right. The user can use the grips of the block attribute to move them a little farther away from the each other

To draw the connecting lines, follow these steps:

1. From the pulldown menu, select P&ID>Lines>Pneumatic and draw the pneumatic line from the LC-001 to the top of the control valve actuator.


2. Draw the bypass process line for the control station.

3. From the pulldown menu, select P&ID>Line>Major>Secondary line

4. Tag the line with a size of 4” and a spec of 150 using the CEDIT command.

5. Place a globe valve in the bypass line.



6. Place the check and gate valves around the pumps as shown in the following example:

Note: In the advance tutorial, the use of the MENUSYMBOLS command will be explained. With the use of the MENUSYMBOLS command, the control station that is drawn repeatedly would be drawn as a customized control station block using only one command.

7. Draw the control station connected to the LC-010 on the V-010.



8. Draw the control station on the line coming off the top of V-010 so that the drawing looks similar to the following example.


9. Draw the flow control station on the line that goes into the right side of T-001 so that the drawing looks similar to the example below.

10. Draw an orifice plate, which can be found in pulldown menu P&ID>Valves>Flanges>Orifice Pair.

11. To move the 150 attribute, grip it and slide it up or down.

Creating Relief Valves

To create relief valves on the drawing, follow these steps:

1. Zoom a window to the upper left-hand corner of the drawing.


2. From the pulldown menu, select P&ID>Lines>Major>Secondary and draw a line similar to the one in the following example.

3. From the pulldown menu, select P&ID>Valves>Other to bring up the Valves Other dialog box.

4. In the Valves Other dialog box, select Relief and click OK.

5. Place the valve at the top of the vertical line where the vertical and horizontal lines meet.



6. Place an instrument bubble on the relief valve and tag the bubble RV-001.

7. Place gate valves on each side of the relief valve.

8. Use the text command to place the TO FLARE at the end of the line.

9. Place the TO FLARE information on the right side of the drawing, at the end of the line coming from the PCV-010.

The drawing should look similar to the example below.


The Finishing Touches

The final steps include placing the arrows (callouts) and accompanying tags.

Placing the Arrows

To place the arrows, follow these steps:

1. Place the TI-001 on the vertical line going to the EX-002.

2. Place the TI-010 on the vertical line coming from V-010 and going to P-002.

3. From the pulldown menu, select P&ID>Equipment>Links to bring up the Links dialog box

4. In the Links dialog box, select Link From (type 1) and click OK.

5. Place the arrow on the line, on the left-hand side of the page to T-001. Command: ICONLINK Pick position: Select a location for link block.

6. Drag the mouse to the right (in the direction of the point of the arrow). Pick rotation: Select rotation for link block.

7. Place the other two arrows on the right side of the page using the Link To (type 1).

8. Place the flow arrows on the lines. The flow arrows will default to the end of the lines, in the direction of the flow.

9. From the pulldown menu, select P&ID>Arrows>Large.

10. Pick a point near the end of the lines on the drawing.

Note: Use the right mouse button to recall the arrow command to continue placement.

Command: LARGEARROW Pick insertion or point on polyline: Select a position of the arrow.


Tagging the Process Lines

To tag the process lines, follow these steps:

1. From the pulldown menu, select P&ID> Utility>Tag Line.

2. Pick the lines to tag. Command: TAGNUMBER Select a line entity to tag: select a process line

3. Pick position: prompts the user to pick a location for the tag. Pick Position: Select a location for tag.

4. Pick Rotation: prompts the user to pick the rotation of the tag. Pick Rotation: Select rotation of tag.

This completes the Basic Tutorial. The user may proceed to the Advanced Tutorial.

281

In This Chapter Starting a Drawing ............................................................. 282 Using Toolbars................................................................... 285 Setup.................................................................................. 287 Drawing Vessels ................................................................ 290 Placing Pumps ................................................................... 293 Placing the Horizontal Vessels .......................................... 295 Placing Exchangers ........................................................... 297 Command Aliases.............................................................. 298 Drawing Process Lines ...................................................... 298 Entering the Tag Information for the Process Lines .......... 304 Placing Nozzles ................................................................. 307 Placing Instrumentation ..................................................... 308 Placing Valves and Control Valves.................................... 313 Using WBLOCK and MENUSYMBOL Command.............. 317 Creating Embedded Instruments ....................................... 323 Creating Relief Valves ....................................................... 324 Adding Documentation to Equipment ................................ 326 The Finishing Touches....................................................... 328 Add Links (On/Off Arrows) ................................................. 329 Adding a Non-Database Drawing to the Project................ 333 Default Project Forms, Reports and Queries..................... 334 Creating a Query in Access ............................................... 334 Creating a Form in Access ................................................ 337 Creating a Report in Access .............................................. 339 Changing Data within Access ............................................ 343 Renaming Database Columns........................................... 345

C H A P T E R 8

Advanced Tutorial


Starting a Drawing

The advanced tutorial covers creating a project and using an external database. The following drawing will be used for the Advanced Tutorial:

Chapter 8 Advanced Tutorial 283

Note: If the user has created the drawing in the Basic Tutorial, they would notice that the layout for the Advanced Tutorial drawing is the same. However, the tags are all different.

Note: Drawings without databases should not be stored in the same directory as drawing with databases.

When starting the CADWorx P&ID program, AutoCAD is loaded first. The AutoCAD startup dialog appears. In the template section of this dialog, the user will see two template files that are available when starting the CADWorx P&ID program. They are IMPERIAL.DWT and METRIC.DWT. The IMPERIAL.DWT is used with Imperial configuration and the METRIC.DWT is used with the Metric configuration.

Note: It is strongly recommended that the user always start with a template.

The two template files have settings that are ideal for use with CADWorx P&ID. The two template files can be found in the <INSTALL-DIR>\SUPPORT directory.


1. Highlight the IMPERIAL.DWT file (or METRIC.DWT for metric) and click OK. Use the Startup Option dialog to create a new project.

2. In the Startup options dialog, select New Project and click OK, to bring up the Setup New Project Directory dialog.

3. In the Setup New Project Directory dialog box, select Access and click the Browse button.

4. Choose a path for the project and create a name for the Access File (C:\PROJECTS\PROJDATA.MDB) that will be associated with the drawing/project.


5. After creating the project, the Startup Options dialog will appear again.

6. In the Startup options dialog, select the External Database radio button from the New Drawing group and click OK. This will bring up a dialog requesting the drawing name.

7. Make sure that the newly created drawing is stored in the same directory as the project directory; then type 10111 for the drawing file name.

Using Toolbars

Eight toolbars accompany the CADWorx P&ID program. In many cases, these toolbars can be a quick substitute for menu pull-downs.

1. To access the CADWorx P&ID toolbars list from the AutoCAD pulldown menu, select P&ID>Toolbars.

2. From the list provided, the user can select the names of the toolbars that they would like to use.


The following toolbars are available:

Note: The user could also type TOOLBAR at the command line, select the FLOW_ALT menu, and then choose the toolbars they wish to use. There are more toolbars available for use than are shown in the pull-down menu.


3. The user may "Dock” the toolbars as preferred.

Setup

The user should setup certain parameters before beginning any new drawing.

1. Select P&ID>Setup to display the CADWorx P&ID Setup dialog box.


Command: SETUP

2. In the Annotation field, click Off for the basic tutorial and On for the advanced tutorial.


3. Click Border to bring up the border options in the Borders dialog box.

4. In the Border type field, select the Predefined option. This will display a list of predefined borders.

5. Highlight the 34x22(ANSI-D) border from the Predefined borders list field and click OK.


6. Once the border is chosen the Enter Attributes dialog box will appear. The user can fill in the title block information and click OK.

Drawing Vessels

It is best to create a drawing by placing equipment first and then drawing the process lines. Zoom to extents so that the entire drawing is visible.

1. From the pulldown menu, select P&ID>Equipment>Vessels to bring up the Vessels dialog box.


2. From this Vessels dialog, choose Vert Vessel Ellip w/Skirt and click OK.

The program asks the user for the first point of the internal rectangle of the vessel. The user can draw the tank on the left-hand side of the drawing. Pick a point about a third of the way up the drawing on the left side. Then, pick a point for the lower left-hand side of the internal rectangle on a grid.

Command: ICONVESSEL First corner point: Pick the lower left corner of the vessel. Second corner point: Pick the upper right cornet of the vessel.

3. Pick the second corner about 4 grids over and 12 grids up from the first point. The program then draws the vessel with the ellipses.

The next prompt request the skirt location. Pick skirt base: Pick a point for the base of the skirt.

4. The next prompt is for the placement of the additional tag for the vessel. Pick a placement point within the vessel.

Pick position: Pick a position for the vessel tag.

5. The next prompt is for placement of the main equipment tag for the vessel. Pick a point above the vessel at the top of the drawing, about one grid from the border.

Pick Position: pick a position for the vessel label

6. The Editing Vessel Component dialog box appears.


7. Fill in the information as shown above and click on Additional Data to bring up appropriate dialog box as shown below.

8. Type DEPROPANIZER in the Service field, click OK and then click OK in the Editing Vessel Component dialog. The drawing should look similar to the example below.


Placing Pumps

To place the two pumps, follow these steps:

1. From the pulldown menu, select P&ID>Equipment>Pumps to bring up the Pumps dialog box.

2. From the Pumps dialog, select Pump Centrifugal (Y axis) and click OK. The program will ask for a position in the lower portion of the drawing, to the right of the tank.

Command: ICONPUMP Pick Position: Pick a location for the pump.

3. Move the mouse from the right to the left and the user will see that the pump changes the orientation of the suction and discharge side of the pump. Drag the mouse to the right of the pump and click.

Pick Orientation: pick orientation of pump

4. This prompt is for the placement of the additional tag for the pump. Pick a placement point below the pump.

Pick position: pick a position for the pump tag

5. The next prompt is for placement of the main equipment tag for the pump. Pick a point above the pump at the top of the drawing, about one grid from the border.

Pick Position: pick a position for the pump label



6. The Editing Mechanical Component dialog appears. Type P-001 in the Tag field, pick Additional Data, and type REFLUX PRODUCT PUMP for service. Click OK in each dialog.

7. Now place the identical pump to the right of the pump just placed, about 10 or 11 grids from the original pump. The user can either copy the pump that is already drawn or use the pulldown menu to place another one. If the user copies the pump, CADWorx P&ID will create a row in the database automatically.

Command: COPY Select objects: select the pump Select objects: enter to complete selection set Specify base point or displacement, or [Multiple]: specify second point of displacement or <use first point as displacement>: 1 row(s) were inserted into external database

8. Type P-002 in the Tag field, pick Additional Data, and type REFLUX PRODUCT PUMP as the service.


Note: All equipment drawn with CADWorx P&ID (vessels, pumps, exchangers…) are grouped together. To move the individual components of the group, use the AutoCAD STRETCH command.

Placing the Horizontal Vessels

1. From the pulldown menu, select P&ID>Equipment>Vessel, and click OK to bring up the Vessels dialog box.

2. From the Vessels dialog, select Horiz Vessel Ellip and click OK. Pick a corner point for the internal rectangle of the vessel.


Command: ICONVESSEL First Corner Point: pick the bottom left corner of the vessel.

3. Pick the second corner point for the internal rectangle. The ellipses are then drawn automatically.

Second Corner Point: pick the top right corner of the vessel

4. The next prompt is for the placement of the additional tag for the vessel. Pick a placement point within the vessel.

Pick position: pick a position for the vessel tag

5. The next prompt is for placement of the main equipment tag for the vessel. Pick a point above the vessel at the top of the drawing, about one grid from the border.

Pick Position: pick a position for the vessel label

6. The Editing Vessel Component dialog appears. Type V-010 in the Tag field, pick Additional Data and type OVERHEAD ACCUMULATOR as the service.

7. Click OK in each dialog. The drawing should look similar to the following.


Placing Exchangers

From the pulldown menu, select P&ID>Equipment>Exchangers to bring up the Exchangers dialog box.

1. In the Exchangers dialog, highlight Exchanger – Process Flow. Click OK. Pick the position of the first exchanger to the left of the vertical tank, just above the seam.

Command: ICONEXCHANGER Pick Position: pick location for exchanger

2. The next prompt is for the placement of the additional tag for the exchanger. Pick a placement point to the upper left of the exchanger.

Pick position: pick a position for the exchanger tag

3. The next prompt is for placement of the main equipment tag for the exchanger. Pick a point above the exchanger at the top of the drawing, about one grid from the border.

Pick Position: pick a position for the exchanger label

4. The Editing Vessel Component dialog appears. Type EX-001 in the Tag field.


5. Now place the identical exchanger above the horizontal vessel. The drawing should look similar to the drawing below. Tag this EX-002.

Command Aliases

There are aliases for many of the functions in the CADWorx P&ID program. These aliases are copied to the user's ACAD.PGP file during installation. If desired, change any alias in the ACAD.PGP to avoid conflicts with aliases already defined in AutoCAD. The list of aliases can be found in Appendix A (see page 349).

Drawing Process Lines

Now it’s time to connect the equipment with process lines. It is always best to draw the process lines in the direction of the flow to ensure that the Process and Actual From/To information is properly recorded. However, process information can all be changed at a later time if the process direction changes. The user has the ability to set the spec for the process lines before placing the process lines. The user also has the ability to set the size before placing the process lines. If the size of the process lines is not known, the size can be updated later by using the CE (CEDIT (see page 195)) command or SZA (SIZEASSIGN) command.

1. The user should first draw the process line from the top of T-001 up and over to the top of EX-002. From the pulldown menu, select P&ID>Accessory>Spec>Set. The Specification to use dialog appears. Select 150 and click Open.

Command: SPECDLG


2. From the pulldown menu, select P&ID>Accessory>Size>Set. Double click on the 14” size, and click OK.

Command: SIZEDLG

The size and spec are now 14”, 150lbs. These will remain the same until they are changed.


3. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line from the top of T-001 to the top of EX-002, similar to the example below.

Command: MPRIMARY From point: first point of the pline on top of vessel T-001 Undo/<Endpoint of line>: next point of pline Undo/<Endpoint of line>: next point of pline Undo/<Endpoint of line>: last point of pline over the top of EX-002

Note: When drawing process lines with CADWorx P&ID, it is always recommended that the start and end point of the process lines be visible in the AutoCAD Window. If these two points are not visible, the process information will not get recorded.

4. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line from the bottom of EX-002 to the top of V-010.

5. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line from the bottom of V-010 to the suction side of P-002. The drawing should look similar to the example below.


6. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the discharge line from P-002 to T-001, similar to the example below.

7. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the suction line to P-001.

8. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the discharge line for P-001. The drawing should look similar to the example below.


9. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line coming out of the bottom of the ellipse on T-001 to EX-001.

10. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line from EX-001 to T-001. The drawing should look similar to the example below.

11. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line to the right of the line coming out of the bottom ellipse of T-001 to the right side of the drawing.


12. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line from the left side of the drawing to T-001, similar to the example below.

13. From the pulldown menu, select P&ID>Lines>Major>Primary to draw the line from the top of the discharge line from P-001, to the right side of the drawing.

14. From the pulldown menu, select P&ID>Lines>Major>Primary to draw the line from the top of V-010 to flare. The drawing should now look similar to the example below.


Entering the Tag Information for the Process Lines

Now that the lines have been drawn, the user can use the CE (CEDIT) or the SZA (SIZEASSIGN) command to annotate the process line. The current size and spec for these lines is 14”-150. If possible, assign the process line size at this time so that the valves and the equipment connections, such as nozzles, will automatically be sized accordingly.

Note: The user may want to review the LINENUMBER (see page 179) command before proceeding to tag the process lines. The line number used with advanced tutorial has a format of SIZE-SPEC-COUNT. The user may need to add the category COUNT to the line number system. The user should also make sure that the line number system is turned on.

1. Type CEDIT and choose the process line coming out of the top of T-001. The following dialog appears.

Command: CEDIT Select P&ID Entity: Select object.


2. Pick Additional Data and the following dialog appears.


3. Type 1001 in the Count field and click OK.

Note: The Database Id displayed at the top of the dialog may be different for the user's drawing.

4. Notice that the tag number has been appended with the process line tag count of 1001. Click OK.

Now update the rest of the process lines in the drawing.

1. Type CEDIT and pick the process line from the bottom of EX-002 to the top of V-010.

Size: 10”, Count: 1002.

2. Type CEDIT and pick the process line on the top right of V-010.

Size: 2”, Count: 4001.

3. Type CEDIT and pick the process line from the bottom of V-010 to P-002.

Size: 10”, Count: 1003.

4. Type CEDIT and pick the process line from P-002 to T-001.


5. Type CEDIT and pick the process line from the 8” discharge line of P-002 to the suction side of P-001.

Size: 10”, Count: 1005.

6. Type CEDIT and pick the process line on the discharge side of P-001.


7. Type CEDIT and pick the horizontal process line to the right of the discharge line of P-001.


8. Type CEDIT and pick the horizontal process line going to the T-001 from the left side of the drawing.


9. Type CEDIT and pick the process line from T-001 to EX-001 to the left of the vertical line coming from the bottom ellipse of T-001.


Size: 16”, Count: 1008.

10. Type CEDIT and pick the process line from the top of EX-001 to T-001.

Size: 20”, Count: 1009.

11. Type CEDIT and pick the process line to the right of the vertical line coming out of the bottom of T-001.


Placing Nozzles

1. From the pulldown menu, select P&ID>Equipment>Nozzles, to display the Nozzles dialog box.

2. In the Nozzles dialog, select Nozzle – single line /w blind and click OK.

3. Pick the point where the line coming out of the top of T-001 meets the ellipse. Command: ICONNOZZLE Pick position: Pick the position of nozzle.

4. Drag the mouse upright so that the nozzle will be displayed correctly. Pick rotation: Pick the rotation of nozzle.


5. Now place the Nozzle – single line /w blind for all the connections on T-001. The drawing should look like the example below.

6. Place the Nozzle – No Flange on V-010, like the example below.

Placing Instrumentation

To place instrumentation, follow these steps:

1. Zoom a window around the pumps.


2. From the pulldown menu, select P&ID>Instruments>Discrete, to display the Instrument Discrete dialog box.

3. From the Instrument Discrete dialog box, select Discrete Local and click OK. The next set of prompts is similar to the Process Line prompts. Pick the discharge line on P-001 about a grid up from the pump. The second point is about 1 1/2 grids to the left of the discharge line for the insertion of the instrument bubble.

Command: DILOCAL From point: first point of instrument line Undo/<Endpoint of line>: second point of instrument line or location of instrument bubble Undo/<Endpoint of line>: enter to end instrument line

The Lines dialog box appears with different types of instrument lines.

4. In the Lines dialog box, select the Instrument and click OK.

5. Type CEDIT, and select the instrument bubble previously placed.

6. Fill in the fields as shown in the following example. Command: CEDIT


Select P&ID Entity: select object

Note: To generate a loop number automatically, use the LOOPNUMBER command and turn the system on.

7. Place an instrument bubble on the discharge line of P-001 and tag the bubble PI-001. The drawing should look similar to the example below.

8. Zoom a window around V-010. Now place an instrument bubble on the top of V-010 with a tag of PC-010, similar to the example below.


9. Place another instrument bubble, attached to the instrument line of PC-010. To do this, pick three different points: The first point will be the instrument line on PC-010; the second will be directly across, about 1-½ grids; and the third will be directly up from that point, even with the PC-010 bubble. Tag this bubble PI-010. The drawing should look similar to the example below.

10. Zoom a window around the right end of V-010, leaving enough room for two instrument bubbles. Draw an instrument bubble from the center of the ellipse, tagging that bubble LT-010. The drawing should look similar to the example below.

11. Erase the instrument line to the ellipse. Two instrument lines from the instrument will be drawn next. From the pulldown menu, select P&ID>Lines>Instrument. Pick a point at the top of the bubble and draw up and over into the ellipse, enter when done. Then draw the line from the bottom of the bubble to the ellipse. The drawing should look similar to the example below.

Command: INSTRUMENT From point: first point of instrument line Undo/<Endpoint of line>: second point of instrument line


Undo/<Endpoint of line>: enter to end instrument line

12. Using the AutoCAD TRIM command, trim the instrument lines back to the ellipse. The drawing should now look like the example below.

13. From the pulldown menu, select P&ID>Instrument>Discrete. Select the center of the LT-010 bubble. By picking the center of an existing bubble, the program will use the same Tag in the new bubble (ex: 110). Drag the bubble to the right.

Command: DILOCAL From point: center of LT-110 bubble Undo/<Endpoint of line>: second point of instrument line Undo/<Endpoint of line>: enter to end instrument line


14. Press ENTER when done. Now tag the instrument bubble LC-010. The drawing should look like the example below.

15. Now place an LT-010 and LC-010, exactly like the previous exercise on T-001. Then, place nozzles on the instrument arms. The drawing should then look like the example below.

Placing Valves and Control Valves

1. Zoom a window around the LT-001, LC-001 and the line coming out of the bottom of T-001 going to the right.


2. From the pulldown menu, select P&ID>Valves>Regular to bring up the Valves Control dialog show below.

In the Valves Control dialog, select Control – Gate Diaphragm and click OK. Place the control valve about 2 grids from the right side of the horizontal line, similar to the example below.

Command: ICONCONVAVLE Pick position: location of valve


3. From the pulldown menu, select P&ID>Instrument>Discrete to place the LCV-001 instrument bubble for the control valve. To place the instrument line at an angle like the example below, the user may need to turn ortho off.

4. From the pulldown menu, select P&ID>Valves>Regular to bring up the Valves Regular dialog box.

5. In the Valves Regular dialog, select the Gate valve to place on each side of the control valves, then press OK. The drawing should look similar to the example below.

Command: ICONREGVAVLE Pick position: location of valve

Note: If the 6” attribute for the control valve is too close to the 6” of the gate valve on the right, the user can use the stretch command to move the valve a little farther away from the control valve size.

6. From the pulldown menu, select P&ID>Lines>Pneumatic and draw the pneumatic line from the LC-001 to the top of the control valve actuator.


7. Now draw the bypass line for the control station. From the pulldown menu, select P&ID>Major>Secondary line.

8. CEDIT the line with a size of 4” and change the count to 1010B.

9. Place a globe valve in the bypass line. The user's drawing should look similar to the example below.


10. Place the check and gate valves around the pumps like the example below.

Using WBLOCK and MENUSYMBOL Command

The CADWorx P&ID program can utilize the WBLOCK command to its fullest, allowing the user to create a WBLOCK and then, using the MENUSYMBOL command, to place the new block in the menu on the fly.

1. Zoom a window around the level control station to the right of T-001.

2. Type WBLOCK at the command line.

3. Name the block CONTROL_ALT and place the block in the <INSTALL-DIR>\SUPPORT directory. In AutoCAD, the prompts will be:

Command: WBLOCK Block name: leave this blank Insertion base point: pick the center of the control valve Select objects:

4. For the block, pick the two gate valves, the control valve, and the instrument bubble and leader line.


5. Make sure the Retain radio button is set.


6. From the pulldown menu, select P&ID>Accessory>Menu Symbols or type MENUSYMBOL (see page 72) (MSY) at the command line to bring up the Menu Maintenance dialog.

7. In the upper left-hand corner of the dialog, there is a list of all sections where the new block can be added. Pick the down arrow and select Valves Other. Click on the Add Item button. The Break tab in the Adding Item dialog will be used in this example.

8. Pick the Browse button and double click on the CONTROL_ALT file that the user WBLOCKed into the <INSTALL-DIR>\SUPPORT directory.

9. For the Side 1 size the user will need to use the AutoCAD DISTANCE command to calculate the distance from the left hand side of the left gate valve to the right hand side of the right gate valve. Enter the distance in the Side 1 size field (1.75 in this example).

10. Select the 1-way radio button.

11. Enter a scale of 1.000.

12. Select Valve for the Table name drop down list

13. Select Equip for the Layer name drop down list.


14. Enter the description of CONTROL LOOP in the Description field.


15. Click OK. Make sure that the Control Loop is listed in the Menu Maintenance dialog. Click OK.

16. Now zoom a window that includes the LT/LC-110 and the horizontal line below it.

17. From the pulldown menu, select P&ID>Valves>Other and pick the Control Loop. Insert the control loop similar to the example below.

18. Use the AutoCAD EXPLODE command to explode the block. The program will automatically insert the appropriate rows into the database.

Command: EXPLODE Select objects: 1 found Select objects: 1 row(s) removed from the external database. 6 row(s) were inserted into external database. 2 rows were inserted into the to line table. If incorrect, run COMBINELINE function.

19. Using the CEDIT command, change the valve sizes to 4” and change the bubble to LCV-010.

20. Using the COMBINELINE (CBL) command, highlight the line to the left of the left-hand gate valve and all the segments to the right of the left-hand gate valve. The COMBINELINE command will make sure that there is only one row in the database for the many pline segments of the entire process line.


21. Draw the pneumatic line and the bypass line with a globe valve so that the drawing looks similar to the example below.

22. Draw the control station on the line coming off the top of V-010 so that the drawing looks similar to the example below. The user can use the Control Loop block or build the control station from scratch.


23. Draw the flow control station on the line that goes into the right side of T-001 so that it looks similar to the example below. The orifice plate can be found in the pulldown menu at P&ID >Valves>Flange>Orifice Pair.

Creating Embedded Instruments

1. Type CEDIT and pick the FT-001 instrument.

2. Pick the Embedded button, and then pick the Add button. The dialog should look similar to the one below.


3. Pick Edit and place the new tag in the dialog per the example below.

4. Pick OK.

Note: The purpose of the Embedded Instrument function is to place the instrument into the database without showing the instrument on the drawing.

Creating Relief Valves

1. Zoom a window to the upper left-hand corner of the drawing.

2. From the pulldown menu, select P&ID>Lines>Major>Secondary and draw a line similar to the example below.


3. From the pulldown menu, select P&ID>Valves>Other to bring up the Valves Other dialog.

4. In the Valves Other dialog, select Relief and click OK. Place the valve at the top of the vertical line where the vertical and horizontal lines meet. The drawing should look similar to the example below.

5. Place an instrument bubble on the relief valve and tag the bubble RV-001. Place gate valves on each side of the relief valve. The drawing should look similar to the example below.

6. Using the text command, place the TO FLARE and the end of the line.

7. Place the TO FLARE text information on the right side of the drawing, at the end of the line coming from the PCV-010.


Adding Documentation to Equipment

This exercise will explain how the user can add documentation to equipment and then use the “Right Click” function to edit the information.

1. Create a document in Microsoft Word or any other word processing program and call it Pump Curve Test. Place this document in the project directory.

2. Type CEDIT and pick pump P-001. The following dialog will appear.

3. Pick the Documentation button.


4. Pick the Add Document button to bring up the P&ID Document Name dialog. Browse to the project directory and select Pump Curve Test. Click on Open.

The Pump Curve Test is now displayed in the Documentation list.


5. With the Pump Curve Test highlighted, use the right mouse button and click on the document in the list. All the functions available to the user through Windows Explorer are now available within the Documentation function.

The user now has access to all these functions.

The Finishing Touches

1. From the pulldown menu, select P&ID>Equipment>Links to bring up the Links dialog.

2. In the Links dialog, select Link From (type 1) and click OK. Place the arrow on the line, on the left-hand side of the page to T-001.

Command: ICONLINK Pick position: select a location for link block


3. Drag the mouse to the right (in the direction of the point of the arrow). Pick rotation: select rotation for link block

4. Place the other two arrows on the right side of the page using the Link To (type 1).

5. Place the flow arrows on the lines. The flow arrows will default to the end of the lines, in the direction of the flow. From the pulldown menu, select P&ID>Arrows>Large and pick near the end of the lines on the drawing. Use the right mouse button to recall the arrow command to continue placement.

Command: LARGEARROW Pick insertion or point on polyline: select a position of the arrow

6. To tag the lines, from the pulldown menu, select P&ID>Utility>Tag Line and then pick the lines to tag.

Command: TAGNUMBER Select a line entity to tag: select a process line Pick position: select a location for tag Pick rotation: select rotation of tag

7. The drawing should look similar to the drawing below.

Add Links (On/Off Arrows)

To fully demonstrate how the links work within a project, the user will need to start another drawing in the project.

Note: The user must save the drawing in the same directory as the project database.

1. Start a new drawing in the project directory, and name the drawing 10112.

2. Assign a border.


3. Draw a Major Line starting on the left side of the page as shown below:

4. Tag the line 6”-150-1010.

5. Insert a Link, Link From (type 1).


6. Place the link on the line just drawn. The Link should look similar to the example below.

7. Type CE to edit the Link. Select the link.

8. Pick View Line Numbers to see the lines drawn in the project. Then select 6”-150-1010.

As the line specified above already exists in the database from the previous drawing, this line number is on both drawings. Click on Close.


9. Pick Make Link.

10. Select 10100.DWG and click Select. Now the link should look like the example below.

Notice that the arrow automatically filled in the “from” information once the link was established.

11. To remove the link, type CE and touch the link. Pick Remove Link and then pick OK.

Note: Once a link is established, another link cannot be made to the item, the Make Link button is grayed out. If an error was made in established the link, then the user must pick Remove Link and then the user can create another link by picking Make Link.


Adding a Non-Database Drawing to the Project

The user can also now add the drawing from the Basic Tutorial to the Project Database.

1. Copy the 10112 drawing to the project directory.

2. Start the CADWorx P&ID program and open the 10112 drawing. The following dialog will appear.

3. To insert the drawing into the project, pick the Insert into DB button. The program will now change all of the attributed information to data and place the data into the project.

4. Quit the drawing and Save the changes.


Default Project Forms, Reports and Queries

The CADWorx P&ID project database contains several prebuilt forms, reports and queries and can be accessed through the startup form as shown below. These are example forms and are not designed for specific user requirements. The user can modify these forms, reports and queries to meet their requirements or build their own from scratch.

The data input forms simplify data entry by showing only fields a user would be responsible for filling out. They can also be configured to replicate desired printed data sheets for instruments, equipment etc. By using these forms, the administrator can restrict user access to specific fields. Although, as many user as desired can work on the same project at the same time.

Creating a Query in Access

1. Double-click on the projdata.mdb file in the project directory. Microsoft Access™ will load.


2. To create a query in Microsoft Access, pick the Queries tab shown below to bring up the following dialog.

3. Pick New to bring up the New Query dialog box.


4. Highlight Simple Query Wizard and pick OK.

5. Highlight the DWG_NAME_ and select the arrow pointing to the right to place under Selected Fields. Do the same for the rest of the fields so that the user's dialog looks like the one above. Pick Next.


6. Accept the defaults as shown above by picking Finish. The following information will appear, based on the query created.

Creating a Form in Access

1. Select the Forms tab and pick New.


2. Highlight Form Wizard and pick OK.

3. Highlight and move the fields above to the Selected Fields part of the dialog. Pick Next.


4. Pick Tabular and then pick Next.

5. Highlight Standard and pick Next.

6. The Form then displays and is ready for input.

Creating a Report in Access

1. Pick the Report tab and then pick New.


2. Highlight Report Wizard in the New Report dialog. Pick OK.

3. Select the 7 fields and move them to the Selected Fields part of the dialog as shown below.


4. Pick Next to bring up the next dialog

5. Accept the defaults by picking Next.


6. Pick the down arrow next to Column 1, pick DWG_NAME_, and then pick Next

7. Pick the radio button next to Tabular and pick Next.


8. Highlight Corporate and pick Next

Accept the defaults by picking Finish. This will bring up the report for Instrumentation, similar to the one below.

Changing Data within Access

1. Pick the Form that the user created earlier.

2. Find the F-100 loop components and add an A to the end of each of the tag numbers so that they are 100A.

3. Save the file.


4. Open the 10111 drawing.

5. When the Synchronize dialog appears, click Yes.

6. Notice that the loop data has been changed in the drawing and that the new loop number is in red, the system layer. This is to make the user aware that a change has been made to the database.

7. To place the instrument tags back on the proper layer, type CHANGEATTLAYER.


Renaming Database Columns

Renaming database columns requires the user to rename the columns in two places:

� In the database.tbl file in the project directory

� In the projdata.mdb file (the Access file containing all the data for the project).

1. Open the database.tbl file in the project directory. This can be done by double clicking on the file.

2. Under [INSTRUMENT], in the first row, column 2, change SERVICE_ to CONNECTION_.


3. In column 3, change Service to Connection.

4. Save the file.

5. Double-click on Projdata.mdb in the project directory.

6. Open the Components-Instruments table.


7. Scroll across until the user finds the column labeled SERVICE_. Highlight the column and then select Rename Column from the Format menu as shown below.

8. Now, type CONNECTION_, and press Enter.

9. Close the Access file.

10. Open the 10111 drawing in the project, type CE, and then touch an instrument bubble.

11. Pick Additional Data and the user should see that the first row has the new Connection field

Note: To Delete or Add columns, use the same method as described previously. The two files that need to be modified are database.tbl and the project database. In the case of the tutorial, the project database is projdata.mdb.

349

All functions that are accessed from the pulldown menu or the toolbars have a command line equivalent function.

The following aliases are provided for CADWorx P&ID. These aliases are copied from the <INSTALL-DIR>\SUPPORT\FLOW_ALT.PGP to the user's ACAD.PGP field during installation. If desired, change any alias located here to avoid conflicts with aliases already defined in AutoCAD.

Command Alias Command Description CAPILLARY CAP Capillary line type

CEDIT CE Edits any type of component

COAUXBACK CAB Computer function instrument auxiliary back

COAUXFRONT CAF Computer function instrument auxiliary front

COLOCAL CL Computer function instrument local

COMBINELINE CBL Combines line segments

COPRIBACK CPB Computer function instrument primary back

COPRIFRONT CPF Computer function instrument primary front

CURRENT CU Displays current settings

DBAUDIT DAU Database auditing function

DELETEDWG DD Deletes a drawing in database

DIAUXBACK DAB Discrete instrument auxiliary back

DIAUXFRONT DAF Discrete instrument auxiliary front

DILOCAL DL Discrete instrument local

DIPRIBACK DPB Discrete instrument primary back

DIPRIFRONT DPF Discrete instrument primary front

ELECTBIN ELB Electrical Binary type line

ELECTRIC ELC Electrical line type

FLIPSYMBOL FS Flips a symbol along the X and Y axis

GROUPADD GRA Adds components to vessel/mechanical groups

HEATTRACE HT Heats trace line type

HYDRAULIC HYD Hydraulic line type

ICONCOMPONENT ICM Icon for placing components

ICONCOMPUTER ICP Icon for placing computer instruments

ICONCONVALVE ICV Icon for placing control valves

A P P E N D I X A

Aliases and Command Names


ICONDISCRETE IDR Icon for placing discrete instruments

ICONEXCHANGE IEX Icon for placing exchangers

ICONFLANGE IFL Icon for placing flanges

ICONLINE ILN Icon for placing process lines

ICONLINK ILK Icon for placing links

ICONLOGIC ILG Icon for placing logic instruments

ICONMISC IMI Icon for placing miscellaneous items

ICONNOZZLE INZ Icon for placing nozzles

ICONOTHERVALVE IOV Icon for placing other valve types

ICONPILOT IPL Icon for placing pilot instruments

ICONPUMP IPM Icon for placing pumps

ICONREDUCER IRE Icon for placing reducers

ICONREGVALVE IRG Icon for placing regular valves

ICONSHARED ISH Icon for placing shared instruments

ICONTANK ITK Icon for placing tanks

ICONVESSEL IVE Icon for placing vessels

INSTRUMENT INT Instrument line type

LAYERCHANGE LYC Changes selection to layer picked

LAYERDELETE LYD Deletes layer by picking object

LAYERISOLATE LYI Isolates layer by picking object

LAYEROFF LYF Turns all layers off by picking object

LAYERON LYO Turns all layers on

LAYERSET LYS Changes present layer to picked object

LAYERUNISO LYU Un-isolates layer

LARGEARROW LGA Draws large arrow

LARGETEXT LGT Places large text

LOAUXBACK LAB Logic control instrument auxiliary back

LOAUXFRONT LAF Logic control instrument auxiliary front

LOLOCAL LLO Logic control instrument local

LOPRIBACK LPB Logic control instrument primary back

LOPRIFRONT LPG Logic control instrument primary front

MAKEGROUP MAG Creates a mechanical or vessel group

MATCH MAT Matches the characteristics of picked entity

MECHLINK ML Mechanical link line type

MENUSYMBOL MSY Function for modifying the menu symbols

MEDIUMARROW MDA Draws medium arrow

MEDIUMTEXT MDT Places medium text

Appendix A Aliases and Command Names 351

MPRIMARY MPR Major primary line type

MSECOND MSE Major secondary line type

NPRIMARY NPR Minor primary line type

NSECOND NSE Minor secondary line type

PILOCAL PLO Pilot light instrument local

PIAUXFRONT PPB Pilot light instrument auxiliary front

PIPRIFRONT PPF Pilot light instrument primary front

PNEUMATIC PNE Pneumatic line type

PNEUMATICBIN PNB Pneumatic binary line type

PROCESSASSIGN PRA Changes process line priority type

RENAMEDWG RDR Renames drawing in database

REMOVEITEM RMI Removes item from process line

SETUP STP Sets up drawing environment

SHAUXBACK SAB Shared instrument auxiliary back

SHAUXFRONT SAF Share instrument auxiliary front

SHLOCAL SL Shared instrument local

SHPRIBACK SPB Shared instrument primary back

SHPRIFRONT SPF Shared instrument primary front

SIZEASSIGN SZA Assigns set size to selected components

SIZEDLG SZD Sets size from dialog

SMALLARROW SMA Draws small arrow

SMALLTEXT SMT Places small text

SONIC SO Sonic line type

SONICUN SOU Sonic unguided line type

SPECASSIGN SPA Assigns set spec to selected components

SPECDLG SPD Sets spec from dialog

SYNC SY Synchronizes drawing with database

SYSLINK SYL System link line type

TABLESETUP TS Sets up database table columns

TAGNUMBER TN Tags a process line with number

TRANSDOC TRD Transfers documents

UNCOMBINELINE UCBL Uncombines process line

UNDEFINED UDF Undefined line type

UPDATEPROCESS UDP Updates all process information on drawing

VIEWLINE VL Views line numbers and drawings in database

XDATAADD XDA Adds xdata to block and add database entry.

353

This Appendix covers all the ODBC (Open DataBase Connectivity) information regarding the CADWorx products. Databases associated with CADWorx P&ID will all use ODBC.

If the machine on which CADWorx P&ID is going to be installed does not have the latest version of the ODBC drivers, these drivers should be obtained from the Microsoft website (http://www.microsoft.com/data).

To determine what version of ODBC drivers are installed on the user's machine, pick the Windows Start Button -> Settings -> Control Panel -> Administrative Tools -> Data Sources (ODBC). Double click on the icon and then select the About tab. The versions installed on the machine should be 3.50 or greater. If the files on the user's machine are older, install the latest updates. The user MUST do this before installing CADWorx P&ID.

After installing the program the CADWorx P&ID User Data Sources will appear as shown below.

A P P E N D I X B

ODBC Drivers


ODBC drivers configured correctly will insure that CADWorx P&ID will perform correctly. The following figure shows the ODBC Driver information.

Appendix B ODBC Drivers 355

The following figure shows the Access data source.

Appendix B ODBC Drivers 357

To setup a SQLServer Data Source Name, review the instructions in the file ..\CADWorx\System\SQLServer.txt. The following figure shows the SQL Server data source.

359

This Appendix lists the miscellaneous support files used in CADWorx P&ID. It also explains how these files are loaded and where they can be located.

IMPERIAL.CFG (and METRIC.CFG)

This default file is located in the \SYSTEM sub-directory of CADWorx P&ID. This file can be located anywhere the user desires. At startup, CADWorx P&ID locates this configuration file from the registry. Entering Setup will allow the user to save this file in any location. The user can have multiple configuration files saved in Project directories or any other location.

SETSIZE.TBL, SETSIZEA.TBL, and SETSIZEM.TBL

These files are located in the <INSTALL-DIR>\SYSTEM of CADWorx P&ID. The files contain the nominal pipe sizes commonly used. SETSIZE.TBL is used for Imperial or English pipe sizes. SETSIZEM.TBL is for metric sizes and SETSIZEA.TBL is for metric sizes with English input. The user can add to these files if needed. Assuming the program was install on <INSTALL-DIR> listing the file <INSTALL-DIR>\SYSTEM\SETSIZE.TBL.

User.lsp

This file contains definitions of all the commands available within CADWorx P&ID. The user is free to modify this file and to enter any commands desired. Please make a back up of this file prior to modification.

A P P E N D I X C

Miscellaneous Support Files

361

The following CADWorx P&ID commands allow the AutoCAD undo command. When the undo command is issued after these CADWorx P&ID commands, AutoCAD prompts that a GROUP was undone. This occurs because CADWorx P&ID commands have multiple interactions with AutoCAD, which can only be undone in a single group. Some of these commands do not affect any AutoCAD graphics or the AutoCAD drawing file.

1. SETUP

2. SIZEDLG

3. SPECDLG

4. FLIPSYMBOL

5. UPDATEPROCESS

6. COMBINELINE

7. TABLESETUP

8. MENUSYMBOL

9. RENAMEDWG

10. DELETEDWG

11. VIEWLINE

12. TRANSDOC

13. MAKEGROUP

14. GROUPADD

15. XDATAADD

16. XD

17. All routines that insert components into a drawing

a. insert_1_pline

b. insert_2_pline

c. insert_3_pline

d. insert_4_pline

e. insert_normal

f. insert_x_axis

g. insert_y_axis

h. insert_rotate

i. insert_inst

j. insert_vessel

A P P E N D I X D

Special Commands


k. insert_tank

l. insert_component

m. insert_direction

n. insert_reducer

o. insert_link

p. pline_run

The following CADWorx P&ID commands disable the AutoCAD undo command when using an External Database. This occurs because modifications to an External Database were done, that cannot be undone. These commands have full undo capability when not using an external database.

1. MAINASSIGN

2. REDASSIGN

3. SPECASSIGN

The following CADWorx P&ID commands are not registered with the AutoCAD undo command. If an undo command is done after one of these commands, AutoCAD will undo the command that was run before this command. This occurs because modifications to an External Database were done that cannot be undone.

1. CEDIT

2. SYNC

3. DBAUDIT

4. PROCESSASSIGN

5. TYPEASSIGN

Monitored Commands

This list of commands is monitored by CADWorx P&ID for external database synchronization. They are divided into two groups, “Erase/Unerase Type Commands” that remove graphical entities and “Copy Type Commands” that add new graphically entities. When any of the AutoCAD commands are executed, CADWorx P&ID will automatically update an external database accordingly.

Erase/Un-Erase Type Commands 1. ERASE

2. EXPLODE

3. U

4. REDO

5. OOPS

6. BLOCK

7. WBLOCK

8. GROUP

Appendix D Special Commands 363

9. CUTCLIP

Copy Type Commands 1. COPY

2. EXPLODE

3. ARRAY

4. GRIP_COPY

5. GRIP_MIRROR

6. MIRROR

7. PASTECLIP

8. PASTEORIG

9. DROPGEOM

365

AAccessing and Docking Toolbars • 54 Accessory • 71 Add • 165 Add Item • 75 Add Links (On/Off Arrows) • 329 Add Section • 96 Add to Group • 98 Add Xdata • 100 Adding a column to a new database • 235 Adding a column to an existing database • 235 Adding a Column to the Database • 235 Adding a Non-Database Drawing to the Project •

333 Adding Documentation to Equipment • 326 Adding New Symbols • 229 Advanced Tutorial • 281 Aliases and Command Names • 349 AlphaSizeControl • 27 Annotation • 50 AnnotationType • 28 ArrowLargeSize • 28 ArrowMediumSize • 28 Arrows • 63 ArrowSmallSize • 28 Assign • 158 Audit • 114 AutoRepeat • 28 AutoSizeSpecUpdate • 28

BBasic Tutorial • 239 Block / Layer Manager • 136 Border insertion location • 46 Borders • 45 Break • 76 BreakLineDistance • 29 BubbleSize • 29

CCancel • 162 Change • 223 Change Att Layer • 223 Change Attributes • 65 ChangeAttributeTextStyle • 29

Changing Data within Access • 343 Check In / Check Out Manager • 140 CheckDuplicateValveTag • 29 Column Setup • 130 Combine Instruments • 65, 123 Combine Lines • 65, 124 Combine Process • 135 Command Aliases • 254, 298 Component • 88 Component Edit • 68, 195 Components • 57 Components-Instruments Table • 108 Components-Mechanical Table • 108 Components-Miscellaneous Table • 109 Components-Nozzles Table • 109 Components-Process Lines Table • 110 Components-Reducers Table • 110 Components-Valves Table • 111 Components-Vessels Table • 112 Configuration File • 25 Conventions • 11 Copy • 163 Copy Item • 96 CopyControlFlag • 30 Create Specification Driven Drawings • 235 Create Table • 184 Creating a Base Profile • 236 Creating a Form in Access • 337 Creating a Query in Access • 334 Creating a Report in Access • 339 Creating Embedded Instruments • 323 Creating Relief Valves • 276, 324

DDatabase • 105 Database Audit • 67 DataBaseCodes • 30 DBAuditControl • 31 Default Project Forms, Reports and Queries •

334 Delete • 163, 225 Delete Drawing • 120 Delete Item • 95 Delete Section • 97 Direction • 90 Drawing Process Lines • 257, 298 Drawing Vessels • 247, 290

Index

366 Index

Drop Down Setup • 133

EEdit • 166 Edit Config File • 50 Edit Item • 96 Editor • 159 Entering the Tag Information for the Process

Lines • 304 Equipment • 56, 86 Equipment Tagging • 51 ESL Installation • 21 Exchangers • 58 Export • 162 External Software Lock (ESL) • 20

FFAQ • 227 File Manager • 148 Find (and Find Next) • 162 Flip Symbol • 66, 218

GGenerate Loops • 188

IIcon Properties • 17 Importing Existing Drawings • 228 Index Codes • 170 Info • 164 Insert • 80 Insert Drawing • 135 Installation • 11 Installation Overview • 13 Installation Start • 13 Instrument • 84 Instruments • 61, 200 InternalSelectionDistance • 31 Isolate • 225

KKnowledge Base Articles • 237

LLanguageFile • 31 Layer Control • 223 Layers • 47 LibraryDirectory • 31 Line Numbering • 179 LineNumberSystem • 32 Lines • 60 Link • 94 Link Database Table • 112 LinkArrowTextControl • 32

Links • 58, 210 Local Lock Instalation • 21 Loop Diagrams • 183 Loop Numbering • 181 LoopNumberSystem • 32 LoopOutputDirectory • 32 LoopTemplateDirectory • 32

MMain Assign • 178 MajorPrimary • 33 MajorSecondary • 33 Make Group • 98 Map Edit • 102 Match • 224 Match Identification • 121 Mechanical • 208 Mend Line • 66, 221 MendLineDistance • 33 Menu Symbols • 69, 72 MenuSymbolFile • 33 MinorPrimary • 33 MinorSecondary • 33 Miscellaneous • 51, 59, 65, 216 Miscellaneous Support Files • 359 Modifying Existing Symbols • 229 Move Up / Move Down • 165 Move Up and Move Down • 97 Multiple / Global Edit • 144

NNetHASP License Manager / NETHASP.INI

Instructions • 22 Network Lock Installation • 22 Notes • 172 Notes on Network ESLs • 21 Nozzles • 58, 212

OODBC Drivers • 353 Off • 224 On • 224 Option Items • 173

PPlacing a Horizontal Vessel • 252 Placing Exchangers • 253, 297 Placing Instrumentation • 265, 308 Placing Nozzles • 264, 307 Placing Pumps • 249, 293 Placing the Horizontal Vessels • 295 Placing Valves and Control Valves • 270, 313 Polyline • 82 Predefined • 46

Index 367

Predefined borders • 47 Procedure • 13 Process Assign • 223 Process Lines • 196 Program Support/User Assistance • 12 Project Documents Table • 113 Project Drawings Table • 113 Project Setup Options • 230 Pumps • 58

QQuick Start • 13

RReducer • 92 Reducers • 214 Reduction Assign • 178 Remove from Group • 99 Remove Line Item • 125 Remove Xdata • 101 Rename Drawing • 119 Renaming Database Columns • 345 Replace • 163 Replace Block • 134 Required Database Tables and Columns • 107

SSave • 160 Save As • 161 SaveLastProfileUsed • 34 Set • 157, 177, 224 Set Visibility • 67, 222 Settings • 68, 194 Setup • 39, 41, 68, 244, 287 Size • 42, 176 Sizes • 68 SnapSpacing • 34 Software Installation on Network Drive • 19 SpecControl • 34 Special Commands • 361 Specification • 43, 156 Specification Option Toggle • 69 SpecificationDirectory • 34 Specifications • 68 SpecSizeOverride • 34 Starting a drawing • 240 Starting a Drawing • 282 Startup Defaults • 24 Startup Options • 40 Startup Variables • 27 Support Directory • 37 Synchronization • 67 Synchronize • 116 SyncOnStartUp • 35

SystemMeasure • 35

TTable Setup • 127, 129 Tag Line • 220 Tag Line Number • 66 Tagging • 35 Tagging the Equipment • 255 Tanks • 57 Text • 64 Text Correction • 66, 219 Text Size • 51 TextLargeSize • 35 TextMediumSize • 36 TextSmallSize • 36 The Finishing Touches • 279, 328 Title Block Manager • 153 Toolbars • 53 ToolTipSetting • 36 Transport Documents • 118 Troubleshooting Network Locks • 23 Type Assign • 175

UUncombine Lines • 125 Un-Isolate • 225 Update Process • 117 UseFullFunctionName • 37 User Border • 46 User defined border • 46 User Insert • 51 User-Defined • 46 Using Toolbars • 242, 285 Using WBLOCK and MENUSYMBOL Command

• 317 Utility • 193

VValve Order Manager • 151 Valves • 62, 203 Vessels • 56, 205 View Line Numbers • 126