Download - 1DES - (Instrumentation and Electrical) Training Manual

1DesTraining Manual

© 2011 DesSoft

Version: 4.1.1105.87

All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, ormechanical, including photocopying, recording, taping, or information storage and retrieval systems - without thewritten permission of the publisher.

Products that are referred to in this document may be either trademarks and/or registered trademarks of therespective owners. The publisher and the author make no claim to these trademarks.

While every precaution has been taken in the preparation of this document, the publisher and the author assume noresponsibility for errors or omissions, or for damages resulting from the use of information contained in thisdocument or from the use of programs and source code that may accompany it. In no event shall the publisher andthe author be liable for any loss of profit or any other commercial damage caused or alleged to have been causeddirectly or indirectly by this document.

Printed: April 2011 in Eldoraigne, South Africa

1Des Training Manual

© 2011 DesSoft

PublisherSpecial thanks to:

All the people who contributed to this document.DesSoft

3Contents

3

© 2011 Enter your company name

Table of Contents

Foreword 0

Part I Welcome 8

Part II Getting Started 10

................................................................................................................................... 131 Recommended Hardware

................................................................................................................................... 142 Network installation

................................................................................................................................... 143 Stand-alone installation

................................................................................................................................... 154 Uninstallation

................................................................................................................................... 155 Upgrading Your Version

................................................................................................................................... 156 1Des Structures

................................................................................................................................... 167 Folder Structures

................................................................................................................................... 188 Database Structures

................................................................................................................................... 199 Logging In

................................................................................................................................... 2010 User management

.......................................................................................................................................................... 21Adding a User

.......................................................................................................................................................... 21Deleting a User

.......................................................................................................................................................... 22Modifying a User

.......................................................................................................................................................... 22Defining Access Rights

................................................................................................................................... 2211 Tutorials

................................................................................................................................... 2312 License Management

.......................................................................................................................................................... 25Activating a Network License

.......................................................................................................................................................... 26Activating a Local License

.......................................................................................................................................................... 27Returning a Local License

.......................................................................................................................................................... 28Firewall and Proxies

Part III User Interface 32

................................................................................................................................... 331 Application Button

................................................................................................................................... 342 Quick Access Toolbar

................................................................................................................................... 363 Go Button

................................................................................................................................... 384 Menu Bar

................................................................................................................................... 385 Module-Specific Menu

................................................................................................................................... 396 Ribbon Bar

................................................................................................................................... 407 Tag List

................................................................................................................................... 418 List Options

................................................................................................................................... 439 Navigation Bar

................................................................................................................................... 4410 Window Tabs

................................................................................................................................... 4411 Multi-Column Filter Bar

................................................................................................................................... 4512 Dockable Windows

................................................................................................................................... 4813 User Info

1Des - One Design Tool for Electrical and Instrumentation4


................................................................................................................................... 4814 License Info

................................................................................................................................... 4915 Splitter/Expansion Bars

Part IV Libraries 52

................................................................................................................................... 541 System Library

................................................................................................................................... 552 Project Library

.......................................................................................................................................................... 55Local Library

.......................................................................................................................................................... 56Shared Library

................................................................................................................................... 573 Creating a Library item

Part V Standards 60

................................................................................................................................... 611 Maintaining Standards

Part VI 1Des Modules 64

................................................................................................................................... 641 Projects

.......................................................................................................................................................... 67Create a New Project

.......................................................................................................................................................... 70Browse to Another Project Root

.......................................................................................................................................................... 71Progress Report

.......................................................................................................................................................... 73Project Information

.......................................................................................................................................................... 74Project Revisions

.......................................................................................................................................................... 76Backup a Project

.......................................................................................................................................................... 78Restore a Project

.......................................................................................................................................................... 80Import a Project

.......................................................................................................................................................... 82Export a Project

................................................................................................................................... 842 Components

.......................................................................................................................................................... 89Creating Components

.......................................................................................................................................................... 91Associating Components

.......................................................................................................................................................... 91Component Types

.......................................................................................................................................................... 93Tag Rules

.......................................................................................................................................................... 94Internal Functions

.......................................................................................................................................................... 98Additional Tables

................................................................................................................................... 993 Datasheets

.......................................................................................................................................................... 103Synchronizing Datasheets

.......................................................................................................................................................... 103Datasheet Data Editor

.......................................................................................................................................................... 103Bulk Datasheet Tool

................................................................................................................................... 1034 Card Connect

................................................................................................................................... 1065 Block Connect

................................................................................................................................... 1116 Detail Connect

................................................................................................................................... 1127 Racking and Routing

.......................................................................................................................................................... 112Creating a New Rack

................................................................................................................................... 1138 Documents

................................................................................................................................... 1139 Reports

................................................................................................................................... 11310 Tables

................................................................................................................................... 11311 Queries

................................................................................................................................... 11312 Templates

................................................................................................................................... 11313 Fieldbus Designer

5Contents

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................................................................................................................................... 11314 Hookups

................................................................................................................................... 11415 Utensils

................................................................................................................................... 11416 Other Excel Documents

Part VII Contact Us 118

Index 119

1DesTraining ManualDesSoft - Engineering Design Documentation Software

Part

I



1 Welcome

Component Explorer

Welcome to DesSoft 1Des - One design Software tool for Electricaland Instrumentation.

1Des is a tool provided for electrical and instrumentation engineers and designers to build their designswiftly at no cost of accuracy.

1Des is one application with one database so that shared information between the two departmentscan be used on their respective drawings and also ensures that every bit of data is correctly reservedduring a project, thus no data is duplicated, etc.

1Des will then generate MCC schematic diagrams, single line diagrams, loop diagrams, load lists,instrument lists, motor lists, datasheets, cable schedules, panel termination diagrams, rackingschedules and much more.

All drawings and documents are generated from the database, which implies that changes only have tobe made in one place for all relevant documentation to be updated.

1Des is CAD and database independent.1Des is designed with many speed building tools to drastically increase productivity andsignificantly decrease design time and cost.

Copyright © 2002 - 2010 DesSoft Software. All rights reserved.1Des is trademark of DesSoft Software.


Part

II



2 Getting Started

This section contains the most basic information from how to install DesSoft 1Des and navigate within it,to how to license the application. Before we get to the topics below though, there are a few things toknow about this document.The legend of this document is as illustrated below.

In this section we'll look at...

Recommended hardware

Network Installations

Stand-alone Installations

Uninstallation

Upgrading your version

1Des Structures

Logging in

User management

User interface

Sub-headings in a topic look like this

Normal text throughout the entire document looks like this.

Parts of normal text that are emphasized look like this.

Some images have captions (which are located right under the image) that provide more information on the

image. These captions look like this.

ALL images in this document are displayed slightly smaller than they really are and you may click onthem to see them in full size. Once clicked the image will open in the entire window and if you wish toreturn to the topic, use the Back Arrow. Try it on the picture below...

Getting Started 11


Click the image to see it in full size

There is important information about 1Des behaviour or requirements marked as notes, likethis one, in the document. Notes are centered in the screen.

Where applicable, the basic work flow of the topic at hand is explained in text like this.

The items marked as tips are colored green, like this one, and provide handy information to make your1Des experience more productive and friendly. Tips are centered in the screen.

Any text like this is a link to either a topic within this document or to a website. Clicking on it will takeyou directly to the topic or open the website in your default internet browser. If the link referred you toanother topic, use the Back Arrow to return to the previous page.Sometimes the link is also the emphasized word in a sentence an then looks like this.Sometimes the link is also part of the work flow of a topic and looks like this.

Some images have various options that need to be clarified/described. These options are labeled witheither alpha/numeric bubbles in the image. The clarification/description is then right below the image andis bulleted with the alpha/numeric character.



Description of "a" in the image.

Description of "b" in the image.

Description of "c" in the image.

Description of "d" in the image.

Description of "e" in the image.

Description of "f" in the image.

Description of "g" in the image.

Description of "h" in the image.

At the beginning of every section that has sub-topics there is an index like the one below and at thetop of this page. This index not only informs you of what topics will be discussed, they are also linksdirectly to the topic.

Getting Started 13



Topic 1

Topic 2

Topic 3

At the end of most topics there is a referral window like the one below. This window provides you withlinks to other topics that relate to the one you just visited or topics you might also be interested in.

Also see

Topic 1

Topic 2

Topic 3

2.1 Recommended Hardware

This page contains important information about the release of 1Des. Before you install 1Des, carefullyread all of this information.

If your computer does not meet the recommended requirements, DesSoft 1Des will still functionproperly, but it might perform much slower.

These requirements are recommended for an optimal experience.

1GHZ Pentium III or better (or compatible processor) 512 MB RAM (256 MB minimum) Windows® 2000/XP Pro/Vista/7 operating system 1280 x 1024 or better VGA video display (1024 x 768 VGA video display minimum) Windows video display driver 60 MB free hard-disk space Keyboard and Mouse 24 X CD-ROM drive IBM-compatible parallel port Serial port (for digitizers and some plotters) Printer or plotter Modem (connection to Internet required for local license configurations) TCP/IP support (required only for multi-user, or concurrent license configurations)



2.2 Network installation

The default installation path for DesSoft 1Des is <DRIVE>:\Program Files\DesSoft\x.xWhere "x.x" is the version you are installing.

The default path where projects will be stored, is <DRIVE>:\DesSoft Projects\1Des\Project NameWhere "Project Name" is the name of your project.

The following steps are to setup DesSoft 1Des so that many users can work on a centralizeddatabase over a network.

On the Server

1. Download and install MicroSoft .NET Framework 2.2. Download and install MicroSoft .NET Framework 2 Service Pack 1.3. Download and install MicroSoft .NET Framework 3.4. If you will be using MicroSoft SQL, install it, otherwise proceed to the next step.5. Install the 1Des Structures from the installation CD, in a location accessible to the user

workstations.6. Install the CUM and activate the company's licenses on it.

DesSoft 1Des does not have to be installed on the server, since no one will be using it.

On the Workstations

1. Download and install MicroSoft .NET Framework 2.2. Download and install MicroSoft .NET Framework 2 Service Pack 1.3. Download and install MicroSoft .NET Framework 3.4. Install DesSoft 1Des from the installation CD. (Do not install the 1Des Structures)5. Change DesSoft 1Des's structure paths in 1Des Options to where they were installed on the

server.6. Point each workstation to the server (where the CUM is running) for licensing. See Activating a

Network License.

Also see

Upgrading Your Version

2.3 Stand-alone installation

The default installation path for DesSoft 1Des is <DRIVE>:\Program Files\DesSoft\x.xWhere "x.x" is the version you are installing.

The default path where projects will be stored, is <DRIVE>:\DesSoft Projects\1Des\Project Name

Getting Started 15


Where "Project Name" is the name of your project.

The following steps are to setup DesSoft 1Des for a single user to work on a local database.

1. Download and install MicroSoft .NET Framework 2.2. Download and install MicroSoft .NET Framework 2 Service Pack 1.3. Download and install MicroSoft .NET Framework 3.4. If you will be using MicroSoft SQL, install it, otherwise proceed to the next step.5. Install DesSoft 1Des from the installation CD. (including the 1Des Structures)

Also see

Upgrading Your Version

2.4 Uninstallation

To ensure a proper/clean uninstall of DesSoft 1Des, it is recommended that the uninstall is performedthrough Control Panel > Add and Remove Programs. All files created during the use of DesSoft1Des will not be removed and must be removed manually from the computer.

2.5 Upgrading Your Version

In order to leave your 1Des Structures untouched during an upgrade, please download and install thesetup file that does not include the 1Des Structures.

No project data will be affected during the upgrade.

Get the latest version of DesSoft 1Des

2.6 1Des Structures

With the full installation of DesSoft 1Des, comes the 1Des Structures.These structures consist of the Sample Project, System Project and System Library which arenecessary for DesSoft 1Des to properly create a new project with it's libraries.

The primary keys set in the System Project and System Library databases are necessary for DesSoft1Des to function as intended.

The default location of the structures is <Drive>:\DesSoft Projects\1Des

This location may be changed during the full installation of DesSoft 1Des.

The 1Des Structures are also available as a separate installation here.We recommend that you keep a copy of this installation in a safe place, in case the 1Des Structures go



missing or become unusable.

Also see

Folder Structures

Database Structures

2.7 Folder Structures

It is important to plan the Folder Structure for the projects before creating these projects.To determine the location of the Libraries for the Project Stem the following scenarios must beconsidered:

Folder Structure after installing 1Des.

The standard install folder structure where the "1Des" folder is where all 1Des's projects will be created.The "1Des" folder can be on a server or remote machine or on the local machine as required. The "1Des"folder name can be renamed if so required but for ease of recognition of data types and whereinformation resides it is not recommended.

1. The Project Root ("SampleProjects") has one project namely "SampleProj01" which is created witha Local Library.2. The Project Folder contains all information for the project. In the project folder there will be project

Getting Started 17


database ("SampleProj01.mdb") if it is an ACCESS project as well as the config file that contains theconnection string to the database.Note: For a SQL project there is no database file as the database is created within the SQL serverdatabase.Tip: The Folder and Database name will always be the same as the Project Name for a Project.3. All Electrical Documents (EDes) for SampleProj01 project will be saved under the "Electrical" folderand all Instrumentation Documents (FDes) will be saved under the "Instrumentation" folder forDatasheets, Reports and drawing Documents.Note1: 1Des will create documents in the Electrical or Instrumentation folders when the ActiveApplication is set to EDes or FDes respectively.Note2: 1Des will create sub folders per area and per revision depending on the project option settings tosave the relevant documents (see Document Explorer and New Revisions).4. The System Library can be used as an overall library. The application allows one to select an item(data or template) from the system library from any project, located under the "1Des" folder (available forall projects).5. The System Project folder contains a default project with a default database with customized fields,field sizes, etc. By default will it contain 1Des's original data structure, but if one's company standard isdifferent to the 1Des structure one can modify the System Project accordingly and all future projects willhave this structure when created.Tip: One can also create a project with the "From Current Project" option which will then inherit thecurrent project's data structure.

Projects with Local Libraries

Creating Projects with Local Libraries is the option to use if every Project has different document templates,

Datasheets and library standards. If one is going to create more than one project for the same plant wherethe projects standards are not consistent it is recommended to create projects with Local Libraries toenable each project to have its own standards. These type of projects are more difficult to maintainbecause of the risk of creating duplicate library items, templates, Datasheets and reports between theprojects.

Project1, Project2 and Project3 have each their own local Library folder.

Projects with Shared Libraries.



Creating Projects with Shared Libraries is the option to use if the Projects are using the same Document

Templates, Datasheets, and Library Standards for all the Projects. If one is going to create more than oneproject that has a consistent design over all the projects for the same plant or client, it is recommendedto create the projects in a project root with Shared Libraries to enable all the library data, documenttemplates, reports and datasheet templates to be shared across all the projects. This ensures that youdon't end up with duplicate templates for the same plant or client.

The Local Libraries are removed for Project1, Project2 and Project3 and all 3 projects are using the oneshared Library.Note: It is also possible to create a mixture of the projects where one can create most of the projectswith shared libraries and only the projects with different standards with their own local libraries.

2.8 Database Structures

The Database Structures - all the tables and the fields for each table with their field sizes and fieldtypes as well as the table relations, are drawn in the Entity Relation Diagram documents (1DesER.wmf, etc) that can be found in the program's Help folder.

Part of Typical Relational Diagram

Getting Started 19


2.9 Logging In

After the installation has completed successfully, run DesSoft 1Des by double clicking the DesSoft1Des icon on the desktop. The login window below will appear.



Displays the name of the project you are logging in to.

Displays the location of the project you are logging in to. This could be a network or a localdrive.

Enter your Username in this field.

Enter your Password in this field.

Checking "Remember Me" before clicking "Login", allows DesSoft 1Des to automatically logyou on with the specified Username and Password.

You will only be prompted for a Username and Password again when logging in to anotherproject, since users are project specific.

Clicking this button allows you to manage users for the current project.

This button only becomes available if the username and password fields are populated withthe credentials of a valid administrative user.

Login to the specified project using the specified Username and Password.

This button only becomes available if the username and password fields are populated withthe credentials of a valid user..

Cancels the login procedure and closes the login dialog.

Opens the help document.

The default username and password is "Administrator". This username and password may be changed at anytime.

Also see

User Management

2.10 User management

This section explains everything you need to know to successfully manage the users of DesSoft 1Deson a project as well as the level of access each user will be granted.

Getting Started 21



Adding a user

Deleting a user

Modifying a user

Defining access rights

Users are managed from the login window.The "User Config" button will only become available if the username and password fields in the loginwindow are populated with the credentials of a valid administrative user.

Users that are created are project specific and you can define access rights per user.

2.10.1 Adding a User

The "User Config" button will only become available if the username and password fields in the loginwindow are populated with the credentials of a valid administrative user.

1. Click User Config.2. Click Add.3. Under Username, specify the name of the new user.4. Under Password, specify the desired password.5. Under Role, select the access rights level.6. Click OK.7. Click Close.

Also see


2.10.2 Deleting a User


1. Click User Config.2. Select the user from the list.3. Click Delete.4. Click Close.



2.10.3 Modifying a User


1. Click User Config.2. Select the user from the list.3. Click Modify.4. When you are done making changes, click OK.5. Click Close.

Also see


2.10.4 Defining Access Rights

2.11 Tutorials

The tutorials are categorized according to functionality and the different modules available in 1Des.These tutorials are small video files that will animate the steps how to perform the specific topic. TheTutorials can be viewed from our website or can be found on the 1Des Install CD under theTutorials folder.

To open the tutorials on our website, click on this link which will open the Tutorial web page from wherethe applicable tutorial can be selected and viewed.

Note: You need to log in on the DesSoft Website to access the tutorial VideosNote: Below is a typical list of tutorials that can be found although newer ones could have been added orsome of the topics been changed.

Project Tutorials

1. Understanding the 1Des User Interface2. Creating a New ACCESS Project3. Creating a New SQL Project4. Backup an ACCESS Project5. Restoring an ACCESS Project6. Doing Project Revisions7. Importing a Project8. Exporting a Project

Tag Number Tutorials

1. Creating a Tag Number2. Creating Tag Rules

Getting Started 23


Component Explorer Tutorials

1. Creating default Cubicles and build from Libraries2. Creating default Loops and build from Libraries3. Using Library and Standards

Document Tutorials

1. Creating Instrument Datasheets2. Creating Electrical Datasheets3. Creating Single Line Diagrams4. Creating a Block Diagram5. Creating Document Revisions6. Bulk Printing and Revising of Documents

Template and Tokens Tutorials

1. Creating a Template and adding Tokens2. Creating Document Tokens3. Defining Switch Tokens

Reporting Tutorials

1. Creating a New Report2. Creating a Report Configuration

Other Tutorials

1. Using Cable Racking and Routing module2. Exporting Tag Numbers or Tables and Queries3. Importing Tag Numbers or External Data

Bulk Tools Tutorials

1. Bulk Assign Tstrips to Instruments. (The same method applies for Tstrips for Motors)2. Bulk Assign Cables to Instruments.3. Bulk rebuild of terminal configurations per Tstrip.4. Bulk rebuild of core configurations per Cable5. Configure and import Cable Blocks6. Bulk Assign Standards to Components (like Cable Standards to Cables, Card Standards to Cards,Instrument Standards to Instruments, etc.)

2.12 License Management

This section explains everything you need to know to successfully license DesSoft 1Des. It alsoexplains the difference between the types of licenses available to you.




Activating a Network License

Activating a Local License

Returning a Local License

Firewall and Proxies

Your company's Network Administrator should be present during this entire procedure, since it involves alot of information only he/she might possess.

Upon purchase of DesSoft 1Des the client is issued with a ClientID and a Password to access his/herslicenses on the DesSoft Web Licence Server. Should you have forgotten your ClientID/Password,please contact us.

DesSoft 1Des works with a soft-key and therefore needs to be registered or a license needs to beactivated. When DesSoft 1Des is installed it is automatically in Evaluation mode. The evaluationlicense never expires and will allow you to view any project, create new projects and create newcomponents but with a limit of 10 records in the main tables (Panel, EIndex, IIndex, etc) and you willnot be able to print any of the generated documents. The documents are also saved with the text "Evaluation Copy" across the drawing.

To activate DesSoft 1Des you must first understand the difference between the types of licensesavailable to you.There are two types of licenses:

Network licenseLocal license

Network licenses are activated on the DesSoft Concurrent User Manager (CUM) which is runningon a network server. All the workstations are pointed to the server where the CUM is running and thelicenses are issued automatically when the user logs into DesSoft 1Des. When the user logs out, thelicense is returned to the CUM.

Network licenses are used when you are office based.

Local licenses are activated on the workstations themselves. The license is then owned by theworkstation until it's return date. Local licenses can be returned to the DesSoft Web Licence Server atany time and reactivated on the CUM along with all of your other licenses.

Local licenses are handy when you need to work away from the office.

Getting Started 25


2.12.1 Activating a Network License

1. Install the DesSoft Concurrent User Manager (CUM).2. Visit the DesSoft Web License Server.3. Generate an activation code for all the licenses you want to make available on the CUM or

contact your company's License Administrator to issue you with an activation code.4. Start the CUM.5. In the CUM, click Activate.6. Paste the activation code you generated from the Web License Server or received from your

License Administrator, in the Activate License dialog.7. Click Activate.8. Start DesSoft 1Des on a workstation on the Local Area Network.9. In the menu bar, click Help.10. In the Licensing ribbon bar, click Activate.11. In the Host Computer field, enter the name of the server the CUM is running on.12. Click Test Host to test whether your computer can communicate with the host computer.

If the transaction is successful, a message box will appear indicating the amount of licenses that wereactivated on the CUM. After closing the Activate Licenses dialog the licenses will appear in the CUMlicense list and the licenses are now ready to be used on the company's Local Area Network (LAN).The computer where the CUM is running, needs an internet connection for the CUM to gather licenserelated information. If it does not, the license will expire automatically after 14 days.



If the transaction was unsuccessful see the Firewall and Proxies topic.

A network license does not need to be returned to the Web License Server in order to be used again,since it's never disabled on the Web License Server once activated on the CUM. So, if the user requiresa local license, but all the company's licenses are activated on the CUM, it is possible for the user togenerate a new activation code for any of the company's licenses on the Web License Server andactivate it on his/her workstation.

Also see


2.12.2 Activating a Local License

The workstation needs an internet connection to perform this task.

1. Visit the DesSoft Web License Server.2. Generate an activation code for license you want to activate on the workstation/notebook or

contact your company's License Administrator to issue you with an activation code.3. In the menu bar, click Help.4. In the Licensing ribbon bar, click Activate.

5. Paste the activation code you generated from the Web License Server or received from your

Getting Started 27


License Administrator, in the Activation Code field.6. In the Host Computer field, enter the name of the computer that grants you access to the

internet. (Proxy server)7. In the Port Number field, enter the Port Number the Host Computer uses to access the internet

.8. Click Test Host to test whether your computer can communicate with the host computer.9. Click Activate Local License.

The activation code will be verified on the Web License Server and if the code is valid, a local licensewill be created on your computer. The license is now owned by the workstation until it's return date.

If the transaction failed, refer to the Firewall and Proxies Section.

Also see

Returning a Local License



2.12.3 Returning a Local License

The workstation needs an internet connection to perform this task.

1. In the menu bar, click Help.2. In the Licensing ribbon bar, click Activate.3. Click De-Activate Local License.



If the transaction failed, refer to the Firewall and Proxies Section.

If DesSoft 1Des was previously setup to connect to the CUM and there are licenses available on theCUM your computer will automatically fetch a license from the CUM on your company's LAN.If DesSoft 1Des stays in EVALUATION mode refer to the License Management section to set uplicensing.

Also see

License Management


Activating a Local License


2.12.4 Firewall and Proxies

If the transaction to activate your license on the CUM was unsuccessful, make sure that the CUM is notblocked by a Firewall. If your company uses a Proxy server contact your network administrator for theproxy settings.

Getting Started 29


Proxy settings in the CUM

1. Click the Options button.2. Enter the proxy settings.3. Click OK.

For more information on proxy settings for the CUM, please refer to the CUM's help file.

Proxy settings in DesSoft 1Des

1. In the menu bar, click Tools.2. In the Options ribbon bar, click 1Des Options.3. In the Options dialog, click on Proxy Server in the list.4. Under Address, enter the IP address of the server where the CUM is running.5. Under Port, enter the port number that the workstation will use to connect to the server where the

CUM is running.6. Under Domain, User ID and Password, enter the credentials that will authenticate you on the

LAN.7. Click OK.


Part

III



3 User Interface

This section explains every single aspect of the main user interface (see below) and how information willbe presented to you, so you can easily navigate within DesSoft 1Des.


Application Button

Quick Access Toolbar

Go Button

Menu Bar

Module-Specific Menus

Ribbon Bar

Multi-Column Filter Bar

Tag List

List Options

Navigation Bar

Window Tabs

Dockable Windows

User Info

License Info

Splitter/Expansion Bars

In DesSoft 1Des the menus and ribbons are integrated to give the user the most information possible ata glance. The Main Interface is a Multi Window Environment where all the Modules with their specificfunctionality are just a click away. The easiest way to understand the main interface's functionality is toremember that each module is a little application on its own with its own commands and functions. E.g.Working with Block Connect has its own functions and so also Detail Connect. Both these Modules canbe open in its own Window, therefore when activating a window will change the environment so that themenu and ribbon buttons for that specific module will be available. Basically the same as MicrosoftOutlook when changing from Inbox to Contacts to Calendar.

User Interface 33


Select the module on the Navigation Bar or from the Go menu, then select a List Option and then selectan item from the Tag List to open, delete, etc. E.g. Select Components, then Field Panels list optionand then select the 22-JBA-01 from the Tag List and then either right click and select the appropriatecommand OR select the appropriate command from the ribbon bars.

3.1 Application Button

If you click the Application Button, the menu below will appear.

This button is also an indication of which application you are in - The "F" is for FDes and the "E" is forEDes.



Click this to switch to DesSoft EDes - Electrical Designer

Click this to switch to DesSoft FDes - Fieldbus Designer.

Has a sub-menu with the options to create new projects, components, queries, reports,block diagrams and documents.

Allows you to browse to another project root.

Opens the Login window so you can login to the current project as another user.

Exit DesSoft 1Des.

Opens the 1Des Options window where you can change various project options.

3.2 Quick Access Toolbar

Buttons the user uses regularly can be added to this toolbar for easy and quick access.Thisdramatically increases productivity. To customize the Quick Access Toolbar bar, click on the arrow onthe bar to view the available options.

User Interface 35


Opens the dialog below where you can add/remove buttons to/from the Quick AccessToolbar. See below.

Choose a ribbon bar by name to list that ribbon bar's functions in "b".

Displays all the functions of the ribbon bar selected in "a".

Displays all the functions currently in the Quick Access Toolbar.

Adds the selected function on the left to the Quick Access Toolbar.

Removes the selected function on the right from the Quick Access Toolbar.

Places the Quick Access Toolbar below the ribbon bars.

To return the Quick Access Toolbar to it's original position, click this option again.

Confirms all the actions taken and closes the Customize Quick Access Toolbardialog. Discards all the actions taken and closes the Customize Quick Access Toolbardialog.



Places the Quick Access Toolbar below the ribbon bars. See below.

To return the Quick Access Toolbar to it's original position, click this option again.

Places the Quick Access Toolbar below the ribbon bars. See below.

To maximize the ribbon bars once minimized, click this option again.

3.3 Go Button

If you click this button, you will find a list of all the available modules in DesSoft 1Des. See below.Next to each module is the keyboard shortcut to open that module. You can press these shortcuts atanytime to access the respective module.

This is the main way to navigate within DesSoft 1Des.

User Interface 37


Opens the Projects module.

Opens the Components module.

Opens the Datasheets module.

Opens the Card Connect module.

Opens the Block Connect module.

Opens the Detail Connect module.



Opens the Racking and Routing module.

Opens the Documents module.

Opens the Reports module.

Opens the Tables module.

Opens the Queries module.

Opens the Templates module.

Opens the Fieldbus Designer module.

Opens the Hookups module.

Opens the Utensils module.

Opens the Other Excel Documents module.

Also see

1Des Modules

3.4 Menu Bar

The menu bar will display all the available functions for the currently active module.The menu bar has five module independent options - View, Bulk Tools, Tools, User Tools and Help.

Note that the menus switch when you hover the mouse over different areas or windows. Thissmall function saves time and speeds up productivity.

Also see

Ribbon Bar

3.5 Module-Specific Menu

Every module has options that is specifically for that module. These options are made available by amodule-specific menu, which is labeled with the module name.

If you have multiple modules open simultaneously, only the currently active module's module-specific

User Interface 39


menu will be visible.

3.6 Ribbon Bar

A ribbon bar is a group of functions. The ribbon bar is labeled and gives a clear indication as to whatthe functions in the ribbon bar is for. Every menu in the menu bar has it's own set of ribbon bars.

Below are the ribbon bars of the reports module as an example to explain the labeling and grouping ofthe ribbon bars.

This ribbon bar's functions are specific to the report.

This ribbon bar's functions are specific to the report file.

This ribbon bar's functions are specific to the report configuration.

This ribbon bar's functions are to export a selected report to another format.

Also see

Menu Bar



3.7 Tag List

This List displays the Tags of all the components relevant to the currently active module for the currentproject. Eg. Loops, instruments, panels, documents etc.

The Tag List contains all the components/documents etc relevant to each and every module and youopen them from here. You may open any item listed in the Tag List in one of three ways:

1. Double-click the item.2. Select the item and use the "open" function available in the appropriate ribbon bar.3. Right-click the component and select "Open Component".

There are many forms of the Tag List. It looks different in almost every module, because of the type ofdata it presents, but it functions the same way throughout DesSoft 1Des. Below are two examples of theTag list - On the left is Tag list in the Components module and on the right is the Tag List in the Tablesmodule.

Depending on the module, the Tag list's content can also be filtered using the List options.

User Interface 41


Tag list - Components

Tag list - Tables

Also see

List options

1Des Modules

3.8 List Options

The List Options is a filter for the Tag List. The content displayed in the Tag list, is a result of theoption selected in the List options. Eg. If Panels is selected in the List Options, ONLY Panel tagnumbers will be displayed in the Tag List.



The List option that is selected is also displayed at the top of the Tag list to remind the user of what isbeing listed in the Tag list. Next to the above mentioned, is an indication of how many records thereare in the current project for the List option currently listed as well as how many of the records areselected in the Tag List.

E.g. In the image below, we can see that Field Panels are currently listed in the Tag list. At the top ofthe Tag list, we can see that there are 16 Field Panels in the current project and that none of therecords are selected in the Tag List.

The List options combined with the Multi-column filter bar, enables you to get to the component youwant in a flash.

Also see

User Interface 43


Tag list

Multi-column filter bar

3.9 Navigation Bar

The Navigation Bar is another way to navigate to the various modules within DesSoft 1Des. Click on amodule button to open the respective module.

Navigation Bar and it's menu

The Navigation Bar can be retracted or expanded by using the expansion bar. If the Navigation Bar isnot fully expanded, the retracted module buttons' icons are visible below the Navigation Bar. Seebelow.

The Navigation Bar also has a menu of it's own. This menu is accessed by clicking the arrow next to theretracted module buttons' icons below the Navigation Bar. On this menu there is 4 options:

The Navigation Bar will expand by 1 module button.

The Navigation Bar will retract by 1 module button.

Opens the Navigation Pane Options dialog below. Here you can select/deselect modulebuttons you want to add/remove buttons to/from the Navigation Bar. You can also reorder themto your preference.



Navigation Pane Options dialog

Opens where you can select/deselect module buttons you want to add/remove buttons to/from the Navigation Bar.

3.10 Window Tabs

DesSoft 1Des has a multiple document interface, which means you can have multiple modules opensimultaneously and switch easily between them using tabs.Activate/switch to another module by clicking on the tab, this will also activate the corresponding Module-Specific Menu and it's Ribbon Bars so that the applicable commands are immediately available.

You can close a window tab by clicking the "x" on the tab.

3.11 Multi-Column Filter Bar

Almost every window in DesSoft 1Des has a green field above the records in the window. This is amulti-column filter bar. It enables you to filter the records in the window for any specific criteriausing either a single or even multiple columns.

User Interface 45


In the Tag List, only the TagNum column is filtered to return only the loops that contain "F"in the tag number. In the Cable Table, the TagNum column AND the CableTag1 column is filtered to returnonly the cables that contain "22" in the tag number AND "T1" in the CableTag1 column. In the Instrument Standards window, the Func column is filtered to return only the standardsthat contain "FE" in the Func column. (instrument standards for flow elements) In the Standards window, the Manufacturer column is filtered to return cable standards ofwhich "aberdare" is the manufacturer.

3.12 Dockable Windows

There are a few Dockable Windows used in DesSoft 1Des like the Project Library or System Libraryand the Standards window when working in the Components module or in the Datasheets module fordisplaying the datasheet documents, available tag numbers, datasheet fields, etc.Dockable windows are used as screen space savers, i.e. the window can be docked to any side of thescreen or hidden so that it takes the minimum screen space, but is still quickly accessible.

To hide the Dockable window, click on the Pin Button which will unpin the window and only the title ofthe window will be displayed. When the window is un-pinned it is in its hidden state and by moving amouse over the title, will automatically open the window. When the mouse is moved away from thewindow, it will go back to its hidden state. To permanently display the window again, move the mouse



over the window bar and when the window is visible, click the Pin Button.

A Dockable window can be kept open on any side of the screen. To undock a window just double clickon the Window Title. To dock the window again, click on the window title and start dragging the windowto anywhere on the screen.While dragging the window, dock handles will appear. When you move the mouse cursor over any ofthe dock handles, a blue, partly see-through block will appear on the screen, indicating how the window

User Interface 47


will be docked when dropped on that dock handle.

Dockable windows can also be tabbed with each other by dropping the window on the dockhandle. Once tabbed, you can switch between the windows by clicking on the tabs. To restore only onewindow to a different state, click and drag the window tab and the dock handles will begin to appearagain.

Working with dockable windows in a tabbed state is most efficient regardless of the screen resolution,because the windows use the same space and can be viewed using the full height of the screen.



3.13 User Info

The name of the user that is currently logged in is displayed here as well as his/her level of accessrights in brackets.

3.14 License Info

Here you will see license related information, such as whether you have a local license or a networklicense. If DesSoft 1Des has trouble finding a license an error message will appear here.To see more detail regarding your license or licensing problem, double click this area and the windowbelow appear, providing you with more information.This area will also indicate whether the application is in an EVALUATION or VALID state.

User Interface 49


3.15 Splitter/Expansion Bars

On the edge of almost every window, there is a line of dots with an arrow on either side of the line.This identifies a splitter bar (or otherwise known as an Expansion Bar).If you click the bar once, the window will minimize in the direction the arrows are pointing. Onceminimized, only the splitter bar will be visible. Clicking the splitter bar again, will make the windowvisible again. In the window's visible state, the splitter bar is also used to resize the window to theuser's preference.

Splitter bars are extremely useful in detail connect when you are working with a low screen resolution oreven just big block diagrams at once.


Part

IV



4 Libraries

To a new user of DesSoft 1Des, starting a project might look like a lot of work. It can be if you don't workclever!


System Library

Project Library

Local Library

Shared Library

A Library item is an assembly of data items stored. This data item must be correctly configured with asmuch detail as possible to reduce retyping of known information. A library item can be a Tstrip with it'sterminals and links defined, it can be a Cable and all it cores and core groups defined or it can be acubicle with all it's devices and their properties, Tstrips, Cables, Control signals, Cards with their softaddresses and Tstrips, etc. These items can then be used in the Components module to re-build or toupdate current data items by dragging it from the library item onto the specific item in the tree-view.

There are different types of libraries available and this section will explain the differences betweenthem to help you make the best choice for your project(s).

Libraries 53


The Library w indow in FDes The Library w indow in EDes

Allows you to rename the selected Library item.

Allows you to delete the selected Library item.

Refreshes the Library window's content.

Allows you to view the selected Library item's detail.

When done viewing a Library item, use this button to return to the normal Library windowlist view.

Select this tab to list the Loops in the Library. (Only in FDes)

Select this tab to list the Panels in the Library.

Select this tab to list the Cables in the Library.

Select this tab to list the Tstrips in the Library.

Select this tab to list the Cards in the Library.



Select this tab to list the Equipment in the Library. (Only in EDes)

The Library window also filters according to the option selected in the List Options. E.g. - If "Field Panels" is selected in the List Options, only Field Panels will be listed in the

Library window under the "Panels" tab.

4.1 System Library

The System Library can be accessed from within any project.

To open the System Library window:

In the menu bar, click View.In the Libraries ribbon bar, click System.

The System Library is the main overall library of the DesSoft 1Des system and contains every singledocument template that comes with DesSoft 1Des.

The System Library is part of the 1Des Structures and is located at <Drive>:\DesSoftProjects\1Des\System Library by default.

The location of the 1Des Structures may be changed during the full installation of DesSoft1Des.

System Library Structure

In the System Library folder, there is a SystemLibrary.mdb file, which is the System Library ACCESS

Libraries 55


database.This database contains all the FDes components (Loops, Panels, Cables, Tstrips, Cards) and EDescomponents (Panels, Cables, Tstrips, Cards, Equipment) that come with DesSoft 1Des.These components are merely examples of library items and may be deleted/replaced and will notnegatively affect DesSoft 1Des' functionality in any way.

Should you have typical designs of components that you want available to any project, store them in theSystem Library.

4.2 Project Library

A Project Library is specific to either a single project OR multiple projects.

To open the Project Library window:

In the menu bar, click View.In the Libraries ribbon bar, click Project.

There are two different types of Project Libraries:

Local LibraryShared Library


Local Library

Shared Library

4.2.1 Local Library

A Local Library is specific to a single project and is located within the Project Folder.

Creating a project with a Local Library is the option to use if the project has different Document Templates,

Datasheets and standards. If you are going to create more than one project for the same plant where theprojects standards are not consistent it is recommended to create projects with Local Libraries toenable each project to have its own standards. These type of projects are more difficult to maintainbecause of the risk of creating duplicate library items, templates, Datasheets and reports between theprojects.



The location of a Local Library

In the image above, you can see that each of the projects (Project 1, 2 and 3) have their own libraries.This is a Local Library.

Move/Copy a Local Library into the Project Root and rectify the path in the application's options to makeit a Shared Library.

4.2.2 Shared Library

A Shared Library is specific to multiple projects and is located just outside the Project Folders.

Creating projects with Shared Libraries is the option to use if the projects are using the same Document

Templates, Datasheets and Standards. If you are going to create more than one project that has aconsistent design over all the projects for the same plant or client, it is recommended to create theprojects in a project root with Shared Libraries to enable all the library data, document templates,reports and datasheet templates to be shared across all the projects. This ensures that you don't end upwith duplicate templates for the same plant or client.

Libraries 57


The location of a Shared Library

In the image above, you can see that none of the projects (Project 1, 2 and 3) have their own libraries.They share a library that is located just outside the project folders.

Move/Copy a Shared Library into the Project Folder and rectify the path in the application's options tomake it a Local Library.

4.3 Creating a Library item

To create a library item a typical component must be built first.

After the typical component has been built, drag the component from the Component Explorer and dropit in the library window.A dialog will appear where you can enter the name of the library item. See below...

Make your library item's name very descriptive! This saves time when looking for the correct library itemto use.



Tag Rules are very important when creating the typical. The wrong Tag Rules will result inincorrect numbering when creating items from the libraries.

!!! DO NOT APPLY A TAG RULE WHEN CREATING THE LIBRARY ITEM !!!


Part

V



5 Standards

Project Standards are data items that are specified by specific suppliers like the cable, card,motor or instrument manufacturers.


Maintaining Standards

To open the Project Standards window:

In the menu bar, click View.In the Standards ribbon bar, click Project.

To be able to get the data from the standards tables, you have to link the specific item to the standard. E.g. If a motor is a 15kW motor from WEG, then "15" can be typed into the Motor List of the Standardswindow's Multi-Column Filter Bar then select the appropriate standard and drag it onto the motor. Allmatching fields will be updated in the EIndex table and the motor will now be linked to theMotorStandards table via the Manufacturer and Model fields.These standards can be maintained through Standards Editors.

Standards 61


The Library w indow in FDes The Library w indow in EDes

Opens the Standards Editor for the current tab selected in the Standards window.

Refreshes the Standards window's content.

Select this tab to list the Cable Standards in the Standards window.

Select this tab to list the Card Standards in the Standards window.

Select this tab to list the Device Standards in the Standards window.

Select this tab to list the Instrument Standards in the Standards window. (Only in FDes)

Select this tab to list the Motor Standards in the Standards window. (Only in EDes)

5.1 Maintaining Standards

To open a Standards Editor:

In the menu bar, click View.In the Standards Editors ribbon bar, click the appropriate Standards Editor.

OR



Select the appropriate tab in the Standards window.Click Edit Standard.

The Standards Editor

Adds a new blank record to create a Standard from scratch.

Makes a copy of the currently selected Standard for you to create a new Standard from.

Deletes the currently selected Standard.

Confirms all actions taken and closes the Standards Editor.

Discards all actions taken and closes the Standards Editor.



Part

VI



6 1Des Modules

In this section, each and every module is discussed individually as well as their ribbon bars andfunctions explained.The topics in this section of the document are ordered as they appear in the Go Button menu.


Projects

Components

Datasheets

Card Connect

Block Connect

Detail Connect

Racking and Routing

Documents

Reports

Tables

Queries

Templates

Fieldbus Designer

Hookups

Utensils

Other Excel Documents

6.1 Projects

The Projects module is where you can manage, revise, backup, restore, import or export yourprojects.

1Des Modules 65



Creating a Project

Browse to Another Project Root

Progress Report

Project Information

Project Revisions

Backup a Project

Restore a Project

Import a Project

Export a Project

To open the Projects module:

Click on the Go Button > Projects.

OR

On the Navigation Bar, click Projects.



Project Root - This is the folder where the project folder resides.Project List - lists all the projects located in the project root.Project Details - displays all the information of the project currently logged in to, such as theProject Type, Project Folder, Libraries Folder, System Libraries Folder.

New - Creates a new project.Open - Opens the project currently selected in the Project List.Delete - Deletes the project currently selected in the Project List.

You cannot delete the project currently logged in to.

1Des Modules 67


Browse - Browse to another Project Root.Refresh Project List - Refreshes the Project List.

Project Information - Enter all the project related information here. E.g Project Number, ProjectName.Revise Project - Revises the current project and/or the documents.Progress Report - Generates a progress report for the current project.

Backup - Creates a backup of the current project.Restore - Restores a backup of your choice and replaces the current project.Export - Exports the current project and it's data.Import - Imports a project of your choice into the current project.

6.1.1 Create a New Project

To create a new project:


OR

On the Navigation Bar, click Projects.In the Project ribbon bar, click New.



Specify the project root. Enter the project's name, description and select the relevant options and clickOK to create the project.

Displays the project root where the project will be created.

Allows you to change the location where the project will be created.

Displays all the projects located in the current project root

Enter the project's name here.

The project's name must be a valid MicroSoft Windows folder name.

Enter the project's description here.

1Des Modules 69


The project will be created from the project in the SystemProject folder found in the 1DesStructures.

A duplicate of the current project will be made, excluding the data.

This is useful if you have added custom tables/fields to the database and wish to use it in anotherproject.

A duplicate of the current project will be made, including the data.

This is useful if you have projects that contain very similar data.

Generated documents will not be copied.

The project will have a local library, which will only be available to this project.

Multiple projects in the same project root will be able to use this shared library.

The project will be a MicroSoft Access project.

Use this when a small team will be working on the project OR when the project often needs to bemobile.

The project will be a MicroSoft SQL project.

Use this when a large team will be working on the project OR when the project doesn't need to bemobile.

If this option is selected, options 13 - 17 will become available.

The SQL Server's System Administrator (sa) username must be entered here.

The SQL Server's System Administrator (sa) password must be entered here.

The SQL database username must be entered here.

DesSoft 1Des uses the project name as the username.

The SQL database password must be entered here.

DesSoft 1Des uses the project name + "Password21" as the password.

The name of the computer on the network where SQL Server is running, must beentered here.

Displays the full path as confirmation where the project will be created.

Confirms all actions taken and creates the new project.

Discards all actions taken and closes the window.




Also see

Project Information

Import a Project

6.1.2 Browse to Another Project Root

Browsing to another Project Root, allows you to point DesSoft 1Des to projects locatedelsewhere.

To browse to another Project Root:


OR

On the Navigation Bar, click Projects.In the Project ribbon bar, click Browse.

Browse to another Project Root

When browsing to another Project Root, you have to select the folder that contains the Projects.xmland Users.xml file and click OK.

In the event that one or more of your projects do not appear in the list of projects after clicking OK,simply click Refresh in the Project ribbon bar and the project will appear along with the rest in the

Project List.

1Des Modules 71


6.1.3 Progress Report

To access the Progress Report function:


OR

On the Navigation Bar, click Projects.In the Project data ribbon bar, click Progress Report.

1Des Modules 73


6.1.4 Project Information

The Project Information grid displays information like the Project's Name, Number andDescription as well as the Client's Name, Location, Contact details, etc.

To access the Project Information:


OR

On the Navigation Bar, click Projects.In the Project data ribbon bar, click Project Information.



ProjectItem column displays the name that can be used as a document token reference ondrawings and datasheets i.e. similar to a field name for a table.Description column displays the values for the project item that will appear in place of the linksmentioned in #1 above.

When values are entered into the last row (marked with a "*"), a new record will be added to theProjectInfo table.

To delete an existing row, select the row by clicking in the area in the image indicated by the red squareand pressing "delete" on your keyboard.

The Project Information can also be used on documents and reports.

When you've added your own rows to the project Information and you want to reference to it with a document token it will be referenced as follows: "ProjectInfo.ClientName" will return the ClientNamerow, "ProjectInfo.ProjectNumber" will return the ProjectNumber row, even though they are not actualcolumns in the ProjectInfo table.

If you want to reference to Project Information on reports then the textbox's Design Name must be thename of the Project Information field E.g ProjectName or ProjectDescription etc.

6.1.5 Project Revisions

The Revise Project function is used to revise the project's database and/or it's documents.To revise only the documents one can use the Revise function in the Documents module.

To revise a project:


OR

1Des Modules 75


On the Navigation Bar, click Projects.In the Project data ribbon bar, click Revise Project.

Select the new revision number and title with the Project Revision button, choose the revision optionsand click OK to create the project revision.

Displays the last project revision number.

Allows you to select and define the new project revision.

All the rows in all the tables will be updated to the selected revision number.

All the rows in all the tables will be updated to the selected revision number where the Revcolumn is populated with "<<". If checked, this revision will also be added to all the documents in the project and will appearon them.

Confirms all actions taken and closes the window.



If NO new revision is selected then the last project revision information will be used again forthe project revision.

Also see



Document Revisions

6.1.6 Backup a Project

The backup function is used to backup your project database and/or documents and/orlibraries etc.

For ACCESS projects, the backup function backups the database as well.

To backup Microsoft SQL projects the administrator can set daily backup procedures or routines fromwithin the SQL environment. To backup a SQL project manually - first export the project to ACCESSusing the Export Project Function.

To backup a project:


OR

On the Navigation Bar, click Projects.In the Project Database ribbon bar, click Backup.

1Des Modules 77


Select the path where you want the backup to be stored. Select any additional options if necessary.Specify a filename for the backup and click OK.

Displays the path where the backup will be stored.

Allows you to change the path displayed in .

A backup folder can be any central place on a local machine or remote server and can be forthe local project or for all projects in a Project Root.

If checked, the path displayed in , will be set as the default path to backup/restore thisproject.

Specify the backup's filename here.

Include a date in the filename to easily recognize the latest backup in case you want to restore aproject.

Includes all generated documents in the backup.

Includes the Project Library in the backup.



Includes the System Library in the backup.

Includes the System Project in the backup.

Lists all the backups that exist in the path specified in .

Deletes the backup selected in .

Confirms all actions taken and performs the backup.

This button will only enable if the filename has been changed.



Also see

Restore a Project

6.1.7 Restore a Project

The restore function is used to restore your project database and/or documents and/or librariesetc.

This will overwrite the current project's database.

To restore a project:


OR

On the Navigation Bar, click Projects.In the Project Database ribbon bar, click Restore.

1Des Modules 79


Select the path where you want to restore from. Select which backup to restore and click OK.

Displays the path you currently want to restore from.

Allows you to change the path displayed in .

A restore folder can be any central place on a local machine or remote server and can be forthe local project or for all projects in a Project Root.

If checked, the path displayed in , will be set as the default path to backup/restore thisproject.

Will reflect the name of the backup selected in .

Lists all the backups that exist in the path specified in .

Deletes the backup selected in .

Confirms all actions taken and performs the restore.

This button will only enable if a backup was selected for the restore.





Also see

Backup a Project

6.1.8 Import a Project

The Import Project function allows you to import data from different database platforms or fromdifferent project databases.

This function is very useful when two or more specific areas of the project were designed in two separatedatabases (DesSoft 1Des projects) and you want to contain all the data in one database. The source

databases will be appended (not merged) to the destination database.

You can only import from MicroSoft ACCESS format.

It is possible to "convert" an ACCESS project to SQL, by creating a SQL project in DesSoft 1Des andimporting the ACCESS project into the SQL project.

To import a project:


OR

On the Navigation Bar, click Projects.In the Project Database ribbon bar, click Import.

1Des Modules 81


Select the database you wish to import from. Check the relevant options, as well as the tables you wishto import and click Import.

Displays the path of the last selected project database.

Allows you to browse to another project database.

If checked, all the table data will be deleted in the destination database.

If checked, all the "standards" tables will be imported. E.g CableStandards, CardStandards,InstrStandards etc.

Selects all the tables listed in .

Unselects all the tables listed in .

Lists all the tables available for import.

Displays a log of the import as it happens.



This progress bar indicates which table is currently being imported.

This can be seen as the overall progress bar.

This progress bar indicates which row is currently being imported.

Aborts the import in progress.

Confirms all actions taken and starts the export.

Closes the window.

Also see

Export a Project

6.1.9 Export a Project

The Export Project function allows you to export data to different database platforms or todifferent project databases.

You can only export to MicroSoft ACCESS format.

To export a project:


OR

On the Navigation Bar, click Projects.In the Project Database ribbon bar, click Export.

1Des Modules 83


Select the database you wish to export to. Check the relevant options, as well as the tables you wish toexport and click Export.

Displays the path of the last selected project database.

Allows you to browse to another project database.

If checked, all the table data will be deleted in the destination database.

If checked, all the "standards" tables will be exported. E.g CableStandards, CardStandards,InstrStandards etc.

Selects all the tables listed in .

Unselects all the tables listed in .

Lists all the tables available for export.



Displays a log of the export as it happens.

This progress bar indicates which table is currently being exported.

This can be seen as the overall progress bar.

This progress bar indicates which row is currently being exported.

Aborts the export in progress.

Confirms all actions taken and starts the export.

Closes the window.

Also see

Import a Project

6.2 Components

The Components module is where you create, design and manage all the panels, loops,instruments, motors etc in your project.


Creating Components

Associating Components

Component Types

Tag Rules

Internal Functions

Additional Tables

To open the Components module:

Click on the Go Button > Components.

OR

On the Navigation Bar, click Components.

1Des Modules 85


Components Module User Interface

The work flow for using the Component Explorer, as well as any other module, is to select theappropriate List option (Component Type) and then open the relevant component from the Tag List. The Component will open inthe Component Explorer.

Tag List - Lists all the Instruments, Panels, Loops, Cables, Motors etc. in the Project.List Options - Filters the content of the Tag List.Component Explorer - An opened component is displayed here and made available fordesigning.Table Properties - Displays the table relevant to the selected component in the ComponentExplorer.Tstrip/Cable Detail View - This section displays the terminals/cores that exist in the Tstrip/Cable selected in the Component Explorer.



Open - Opens the selected component for design.Open New - Opens the selected component for design in a new window.Rename - Allows you to rename the component selected in the Tag List.Delete - Allows you to delete the component selected in the Tag List.Associate - Allows you to associate the component selected in the Tag List (E.g Cable) with thecurrently open component (E.g Panel).Select All - Selects all the components listed in the Tag List.

Loop - Allows you to create a new loop.Panels - Allows you to create Field/Master/Node/Power DB/Card Panels and Electrical Cubicles.MCC - Allows you to create a MCC. Only available in EDes

These options are used to Create Components.

Instrument - Allows you to create Bus/Conventional/Control/Signal Instruments in bulk.Cables - Allows you to create Bus/Control/Electrical Cables in bulk.Equipment - Allows you to create Motors, Feeders, Switch Gears and other equipment in bulk.Only available in EDes

These options are used to Create Components in bulk.

1Des Modules 87


Preview - Views the document associated with the component selected in the Tag List.Print - Prints the document associated with the component selected in the Tag List.Auto Create Single Line - Automatically creates a Single Line Diagram for the selected MCC inthe Tag List. Only available in EDes

Project - Opens the Project Library.System - Opens the System Library.Project Standards - Opens the Project Standards.

Rename - Allows you to rename the component selected in the Component Explorer.Delete - Allows you to delete the components selected in the Component Explorer.Up - Moves the component selected in the Component Explorer, up by one. (Decrements theORD value by one)Down - Moves the component selected in the Component Explorer, down by one. (Incrementsthe ORD value by one)Open - Opens the component selected in the Component Explorer's associated Group Tag (E.gthe loop an instrument belongs to), in the Component Explorer.Connect - Opens the Detail Connect module for the component selected in the ComponentExplorer.Update - Forces an update to the database of the component selected in the ComponentExplorer. Dissociate - Allows you to dissociate the component selected in the Component Explorer (E.gCable) from the currently open component (E.g Panel).



Properties - Allows you to change the Template/Document Type/Auto Config File used for thedocument selected in the Component Explorer.Preview - Previews the document selected in the Component Explorer.

The options available in this ribbon bar depends on the component type that is selected in theComponent Explorer. These options allow you to create new components for the componentselected in the Component Explorer.

Collapse - Collapses all the trees in the Component Explorer.Expand - Expands all the trees in the Component Explorer.Refresh - Refreshes the Tree View in the Component Explorer.

Terminals - Shows the terminals for the Tstrip selected in the Component Explorer.Cores - Shows the cores for the Cable selected in the Component Explorer.Soft Addresses - Shows the Soft Addresses for the Card selected in the Component Explorer.Auto Show - Automatically shows the detail of any item in the Tstrip/Cable Detail View, onceselected in the Component Explorer.

1Des Modules 89


6.2.1 Creating Components

To create a new Component:

Click on the Go Button > Components.

OR

On the Navigation Bar, click Components.In the New Components ribbon bar, select the type of component you want to create.

New Tag Number dialog

Select a Tag Rule to apply to the Tag Number you want to enter. Type in the Tag Number according tothe selected Tag Rule format. Click OK to save the Tag Number into the database.



Tag Number Section - All the Tag Number related information is supplied here.Tag Rule Section - All the Tag Rule related information is supplied here.

Enter the component's tag number here.

Will increment the <num> part in the Tag Rule by one for the Tag Number.

Will get the next available number if the tag rule consist of only a NUM tag rule or if the tagrule has a FUNC part in the Tag Rule's configuration.

This merely displays what is entered in the Tag Format field in the Tag Rule Section.

This is useful for the designer to see what the selected Tag Rule is designed for.

This note appears when your Tag Rule contains a <TagNum> rule line. It means that thecontent of the Tag Number field does not matter, because the Tag Number of the new component is already defined in the<TagNum> rule line. When checked, the Tag Number can only be in uppercase. When unchecked, it can bemixed case. Allows you to create a range of Tag Numbers starting from the typed in number for theamount of the spinner by incrementing the <num> part in the Tag Number by one.

This will only work if the Tag Rule that is applied does NOT have a <TagNum> rule line.

Creates the Component(s) and closes the window.

Closes the window without creating the Component(s).


Displays the Group Tag the Component(s) will be associated with.

If checked, Tag Rules that are created for other tables will also be displayed. i.e. When aTag Rule is created, it is by default associated with the current table for the Component Type. E.g. When a Tag Rule is created for a cable tag number, the "Cable" table name will beassociated with the Tag Rule.

To associate a rule that is already associated with another table, just press the Save As button withoutchanging the rule name and DesSoft 1Des will prompt you whether it should add the new table name to

the table list for the Tag Rule.

This drop-down list will display all the defined Tag Rules for the current component's tablefrom where the applicable Tag Rule can be selected.

Hides/Shows the Tag Rule section.

Updates the Tag Rule with changes made in the Tag Rule's Configuration.

Changes to the Tag Rule Configuration will not take effect until it has been Updated.

Deletes the currently selected Tag Rule.

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Allows you to link the Component(s) to a user custom defined table via a Tag Rule. See Additional Tables.

Specify a name for your Tag Rule here.

Specify the Tag Rule's format/convention is.

Save changes made to the current Tag Rule under a different name, instead of overwritingthe current Tag Rule.

Specify a name for the new Tag Rule in the "Rule Name" field before clicking here.

Let DesSoft 1Des suggest a Tag Rule format for you, according to the Tag RuleConfiguration.

This field produces the result of the rule specified in the same Rule Line.

Each part of the Tag Number you wish to break down in order to populate it in a certain field/column, requires its own rule line. This line states what the Tag Number of the new component must be. It overrides the TagNumber field in the Tag Number

Section and is always red in color. It triggers the Tag Rule Warning Note. See .

Adds a new rule line to the Tag Rule Configuration.

Inserts a new rule line above the currently selected rule line.

Deletes the currently selected rule line.

Forces the Result column to update.

Also see

Tag Rules

Additional Tables

6.2.2 Associating Components

6.2.3 Component Types

Below are all the different component types for the various components.

Cables (CType column in Cable table)

BUS - Fieldbus (any fieldbus i.e. Foundation Fieldbus, Profi-bus, etc) type cable.INS - Instrument or Control type cable.ELE - Electrical or Power type cable.



Devices (DType column in Device table)

BUS - Fieldbus type device like a Foundation Fieldbus Brick, Splitter Box device, etcELE - Electrical type device like Circuit Breaker, Overload, Contactors, etc.[blank] - Other device types like Relays, Barriers, etc.

Instruments (IType column in IIndex table)

BUS - Fieldbus type instruments.INS - Conventional type instruments.SIG - Signal type instruments used for PLC/DCS connections and I/O list descriptions.CTR - Control type instruments defined by Electrical for Stop/Start stations buttons orswitches.

Equipment (EType column in EIndex table)

MTR - Motor type equipmentTRF - Transformer type equipmentEQP - Other equipment like Welding sockets, pumps, tanks, etc.

Panels (PType column in Panel table)

CRD - Card type panels like PLC/DCS or remote I/O panels.DB - Power Distribution type panels.FLD - Field type panels like Pratley/CCG Boxes, Junction Boxes, Local Control Panels etc.MCC - MCC type panels like Cubicles or Buckets.

Tstrips (TType column in Tstrip table)

BUS - Tstrips associated with BUS-type devices.CRD - Tstrips associated with Cards in the Card Panel, Cubicle or the Fieldbus Node in aField Panel.EDX - Tstrips associated with any equipment in the EIndex table.IDX - Tstrips associated with any instruments in the IIndex table.PNL - Tstrips created within a Panel and not already associated with one of the above.

Also see

Creating Components

Tables

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6.2.4 Tag Rules

Tag Rules are used to:

Eliminate unnecessary typing like populating the Area, Func and Num fields from the TagNumber. To assign standard values to fields for specific type of components like "ELE" to the CType fieldfor an electrical cable tag rule, etc. To derive correct tag numbers when using Speed Tools such as the Library, etc. To create links to additional tables while creating tag numbers.

Tag Rules are not required to create a Tag Number, but is required to be used with the Speed Tools laterin the project phase. Therefore it is best to define and use these tag rules.

In the following example is an Analog Input Transmitter Tag Rule that populates the Area, Func,Num and the I_O fields in the database for the instrument tag number.

Tag Rule being applied to Component

Result of Tag Rule in the Table

Group Tag

There are only 2 GROUP TABLES in the software - Loop and Panel. Whenever the Tag Number istyped in for the group table (Loop or Panel), the Group Tag text box is updated accordingly. i.e. theGroupTag is typed into the TagNumber text box for the group table and the correct Tag Rule will updatethe tag number field for the component which derives the tag number from the group tag.



The Group Tag text box will display the associated group component's tag number when creating a tagnumber that is associated with the group item i.e. when creating a cable for a field panel, the Group Tagwill display the panel's tag number which can be used with tag rules to create the cable number.

Also see

Creating Components

Internal Functions

Additional Tables

6.2.5 Internal Functions

There are a number of internal functions available to the user that can be used when designing TagRules.

GetS function (Get Substring)

Function:

The GetS function will return a substring from the string passed as a parameter.

Definition:

GetS(nPos, String, Delimiter)

Where:nPos (number) is the position of the substring inside the string.String (text) is the passed string to the functionDelimiter (text) is used to determine the count for nPos. By default the delimiter is a ","and when it is something else one has to specify it.

Example:

To get the function (second) part out of a tag number (string) that consists of area-func-num ("-"is the delimiter) the function will be: GetS(2,"22-M-01","-") = "M"

If the string must be a specific field in the database then the field name has to be passed like:GetS(2,TagNum,"-") = "M"

A literal string value must be passed with inverted commas ("). When a reference to a text fieldis passed as the string value, then the field name without the inverted commas is typed.A number is also passed without the inverted commas. A number reference is treated the sameas above.

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GetL function (Get the Left part of a string)

Function:

The GetL function will return the specified amount of characters from the left of the string.

Definition:

GetL(nPos, String)

Where:nPos (number) is the amount of characters from the left in the string.String (text) is the passed string to the function

Example:

GetL(2,"ABCD-123-EFG") = "AB"

GetR function (Get the Right part of a string)

Function:

The GetR function will return the specified amount of characters from the right of the string.

Definition:

GetR(nPos, String)

Where:nPos (number) is the amount of characters from the right in the string.String (text) is the passed string to the function

Example:

GetR(2,"ABCD-123-EFG") = "FG"

GetN function (Get the Number part of a string)

Function:

The GetN function will return the first numbers found from the string.

Definition:

GetN(String)

Where:String (text) is the passed string to the function

Example:

GetN("ABCD123-EFG") = "123"



GetC function (Get the Character part of a string)

Function:

The GetC function will return the first characters found from the string.

Definition:

GetC(String)


Example:

GetC("ABCD123-EFG") = "ABCD"

GetP function (Get the Position character in a string)

This GetP function only has 2 parameters.

Function:

The GetP function will return a character from the string at the specified position.

Definition:

GetP(nPos, String)

Where:nPos (number) is the position of the character counted from the beginning of the string.String (text) is the passed string to the function

Example:

GetP(2,"ABCD123-EFG") = "B"

GetP function (Get the Part of a string)

This GetP function has 3 parameters.

Function:

The GetP function will return part of the string from the specified position for an amount ofcharacters.

Definition:

GetP(nPos, String, nAmount)

Where:

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nPos (number) is the position of the character counted from the beginning of the string.String (text) is the passed string to the functionnAmount (number) is the amount of characters to return from the defined position in thestring.

Example:

GetP(3,"ABCD123-EFG",4) = "CD12"

GetX function (Get the NeXt value of the last character in a string)

This GetX function has 1 parameter.

Function:

The GetX function will return the next incremented value for the last character in a string. It canbe a numeric value or a string value.

Definition:

GetX(String)


Example:

GetX("ABCD123-EFG") = "ABCD123-EFH"GetX("ABCD123") = "ABCD124"

GetX function (Get the NeXt incremented value of the last character ina string)

This GetX function has 2 parameters.

Function:

The GetX function will return the next incremented count value for the last character in a string. Itcan be a numeric value or a string value.

Definition:

GetX(String, nCount)

Where:String (text) is the passed string to the functionnCount (number) indicates how many times the last character in the string needs to beincremented.

Example:

GetX("ABCD123-EFG",3) = "ABCD123-EFJ"GetX("ABCD123",3) = "ABCD126"



Combinations

Any of the above functions can be combined with one another:

Example:

TagNum = "22-M-001AB"GetR(2,GetS(3,TagNum,"-")) = "AB"

The function will always first evaluate the function within the brackets and work its way to theoutside. Thus the above example will first return the result of the function "GetS(3,TagNum)" whichequals to "001AB" and then run the "GetR(2" part of the function on this result and finally return aresult of "AB".

Also see

Tag Rules

6.2.6 Additional Tables

User custom defined tables are seen as "Additional Tables" in the system.

Users may add their own tables with their own columns as required. These tables can then be linked toDesSoft 1Des tables via a Tag Rule. If a table needs to be linked to a DesSoft 1Des table, a field as the Primary Key needs to be added in the table. This field name has to be the Table's name plus "ID". E.g. if the table name is "ProcessData" the field required is "ProcessDataID" and has to be of typeLong Integer or equivalent. Then this table name has to be entered into the AdditionalTable field inthe TagRules table next to the Tag Rule that is used to create the specific component. More than onetable can be linked to the same Tag Rule by just adding all the table names into the AdditionalTablefield separated by a comma.

When an additional table is setup as described, 1Des will create a record in the additional table eachtime a record is created for the component using the Tag Rule. The component's Primary Key will bewritten into the additional table's "ID" field so that there will be an automatic relation between thesetables.Once the relation is established and the linked records are found, these additional tables fields can thenbe used in Document Tokens and Datasheets. By defining a new query, a new report can be created that can display all relevant information.

Also see

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Creating Components

Tables

6.3 Datasheets

The Datasheets module is where you create, design and manage all the Datasheets in yourproject.


Synchronizing Datasheets

Datasheet Data Editor

Bulk Datasheet Tool

To open the Datasheets module:

Click on the Go Button > Datasheets.

OR

On the Navigation Bar, click Datasheets.In the Module Actions ribbon bar, click Open Module.

Existing Datasheets can also be opened directly in the module from the Tag List.



Datasheet Module User Interface

The work flow in creating a datasheet is guided on the left side from top to bottom - basically 3 steps.E.g Select the nearest type datasheet in the Datasheets List, then press the New button in theDatasheet Tag Numbers ribbon. After creation of the datasheet document, a message will appear thatreminds one that "No Tag Number is Associated" with the document, thus one has to associate a TagNumber from the Available Tag Number List by double click ing on the required tag. Lastly if thedatasheet is not the correct configuration (format), then select the proper datasheet template from the Datasheet Library List

Datasheets List - Lists all the existing datasheets in the current Project.Tag List - Lists the existing Tag Numbers in the current Project.Datasheet Templates List - Lists all the Datasheet Templates in either the System Library/Project Library.Work Area - The datasheet is opened in MicroSoft Excel here for editing.Dockable Windows - These windows can be docked to any side of the screen or hidden so thatit takes the minimum screen space, but is still quickly accessible.Database Fields List - Lists all the fields available to link to the currently open datasheet tomake it intelligent. The fields of Additional Tables will be available here to link to Datasheet cells.

The Database Fields that are available are according to the List Option that was selectedbefore the module was opened. If you select the "All Panels" List Option and click "OpenModule", then fields from the Panel, Document, Revision and ProjectInfo tables will be

available.

Fields from the Document, Revision and ProjectInfo tables are always available regardless of

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which List Option was selected when the module was opened.

Datasheets are created as Excel documents so that information can easily be shared betweendepartments, vendors, clients, etc. Cells within the Excel document can be linked to fields or columnswithin the database to minimize typing and still have a central place of all information or data.

Because Microsoft Excel became "part" of the Datasheet Editor it is the only required additionalsoftware. To ensure that machine resources are kept to a minimum, Datasheets Editor will start outsidethe Multi Window environment and needs to be closed, so that Excel can be released, after completionof the datasheet tasks. Look at the Folder Structures section to see where the Excel documents arestored and where you can place existing Excel datasheets to be used in the project.

The Datasheet Editor's functions surround Excel. All Excel functions are available except the File Menu,therefore the Datasheet Editor has its own New, Save, Save As, etc functions.

Bulk Datasheets - Opens the Bulk Datasheet Tool for bulk creation and synchronizing ofDatasheets.Exit - Exits the Datasheets module.

New - Creates a new Datasheet.Rename - Opens and Renames the currently selected Datasheet.Save - Saves changes made to the currently open Datasheet.Print - Prints the currently open Datasheet.Open - Opens the currently selected Datasheet.Delete - Deletes the currently open/selected Datasheet.Save to Library - Saves the currently open Datasheet to the Library to be used as a template.Print All - Prints all the Datasheets in the Datasheet List.



Import - Imports Excel documents placed in the Project's Datasheet folder into the Project'sDocument table. After an import the correct tag number(s) have to be associated with theappropriate Datasheet.Synchronize - Allows you to synchronize differences between the Datasheet and the Database.Show All - Updates the Datasheet List to show all the existing Datasheets in the project.Revise - Revises the currently open Datasheet.

Add Field - This will open the Datasheet Data Editor where new fields to be linked can be addeddynamically. After the editor is closed these new fields will appear in the Database Fields Listfrom where it can be linked to a cell in the Datasheet. It means that no fields have to be added tothe table where the tag number resides, since these dynamic fields are stored in the DatasheetTable in the DesSoft 1Des database. When a Datasheet with these type of links are saved to theLibrary, the link entries will be automatically created in the database as the Datasheet is usedfrom the Library.Link Field - Links the selected Database Field to the selected Datasheet cell.Show Links - Highlights the linked cells and Database Fields. Also displays the Database Fieldin the cell it is linked to. Hide Links - Reverses the Show Links function.

Datasheets - Pins/Un-pins the Datasheet List.Datasheet Templates - Pins/Un-pins the Datasheet Templates List.Tag Numbers - Pins/Un-pins the Tag List.Database Fields - Pins/Un-pins the Database Fields List.

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From Project Library - The Datasheet Templates List will list Datasheet Templates in theProject Library.From System Library - The Datasheet Templates List will list Datasheet Templates in theSystem Library.Use Template - Rebuilds the currently open Datasheet from the one selected in the DatasheetTemplates List.Delete Template - Deletes the Datasheet Template selected in the Datasheet Templates List.Print Template - Prints the Datasheet Template selected in the Datasheet Templates List.

List Available - The Tag List will list Tag Numbers that are not associated to a any Datasheets.List Associated - The Tag List will list Tag Numbers that are associated to the currently openDatasheet.List Other - The Tag List will list Tag Numbers that are associated to other Datasheets.Associate - Associates the selected Tag Number to the currently open Datasheet.Dissociate - Dissociates the selected Tag Number from the currently openActivate - Opens the Datasheet associated to the selected Tag Number.

6.3.1 Synchronizing Datasheets

Enter topic text here.

6.3.2 Datasheet Data Editor


6.3.3 Bulk Datasheet Tool


6.4 Card Connect

The Card Connect module is where you assign/allocate instrument I/O to I/O cards.



To open the Card Connect module:

Click on the Go Button > Card Connect.

OR

On the Navigation Bar, click Card Connect.

Card Connect Module User Interface

Tag List - Lists all the I/O Cards in the Project.List Options - Filters the content of the Tag List.Available Instrument List - Lists the instruments in the Project according to the filter set in theShow Tag Numbers For ribbon bar.Card Channels - Lists the channels of the card opened from the Tag List.

Select a List Option to display the relevant cards in the Tag List. Open the card from the Tag List. Thecard's detail information will be displayed in the Card Section on the right hand side and the notallocated instruments with the same I/O type as the card will be listed in the Available Instrument Liston the left hand side. Allocate the instruments to the Soft Addresses and click Save.

The Card Connection module is used to allocate Instrument Tags from IIndex table to a Soft Addressin the SoftAddr table. It can be done at any stage in the project phase but is normally done in the initialor tender phase before any details are known. When the tags are allocated, an I/O list can be producedor exported to be used by the PLC/DCS team to start using the tags in their programming environment.

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Soft Address allocations are automatically done by DesSoft 1Des when Detail Connections aredone and an instrument terminal is connected to a card terminal OR when the final connection

between these terminals are made.

Save - Saves the I/O assigned to the Card's Soft addresses and commits it to the database.Open Card - Opens the associated card of the selected Tag Number in the Available InstrumentList.Undo - Reject all connections made until last saved status.

All Tag Numbers - Lists all the instruments in the Project in the Available Instrument List even ifthey are already allocated to a card's Soft Address.Filtered Tags - Lists only instruments in the Available Instrument List that have the same I/Otype as the card that's currently open.Tags Associated with Cables - Lists only instruments in the Available Instrument List that areconnected directly to the Card Panel.

This feature was put in mainly for the Network Layout Connection Diagram drawing engine.

Select Fields - Select the fields from the IIndex table to show in the Available Instrument List.

Connect To Card - Associates the selected Tag Number with the selected Soft Address.

You can also double-click the Tag Number to associate it to the selected Soft Address OR simply dragand drop it onto the required Soft Address.

Disconnect From Card - Dissociate the Tag Number from the selected Soft Address.



You can also double-click the Soft Address to dissociate the Tag Number OR simply drag the TagNumber from the Soft Address and drop it on the Available Instrument List..

Detail Connect - Opens the Detail Connect module.Card Connect - Opens the Card Connect module.Block Connect - Opens the Block Connect module

Open - Opens the selected card.

You can also double-click the card in the Tag List.

Open New - Opens the selected card in a new window.

6.5 Block Connect

The Block Connect module is where you create Block Connection Diagrams to represent partsof the plant, area, MCC or cubicle in a project to show how they are associated to each other.

To open the Block Connect module:

Click on the Go Button > Block Connect.

OR

On the Navigation Bar, click Block Connect.

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Block Connect Module User Interface

Tag List - Lists all the Block Connection Diagrams in the Project (Documents Tab selected) orthe all the components in the Project (Components Tab selected).Documents Tab - When selected, the Tag List will list only Block Connection Diagrams.Components Tab - When selected, the Tag List will list all the Instruments, Panels, Loops,Cables, Motors etc. in the Project.

A Block Connection Diagram can be opened by selecting the Documents Tab in the Tag List, thenselecting the diagram's Tag Number from the Tag List then either Double Clicking on the diagram orclick ing Open in the Open Actions ribbon bar. To add or place items on the Block ConnectionDiagram, select the Components Tab in the Tag List and then using the familiar method of selectingfirst the List Option (Loops, Panels, etc), then selecting the required items in the Tag List with thestandard windows methods. When all the required components have been selected, right click and dragthem onto the opened Block Connection Diagram.To perform a block connection between components, move the mouse cursor over the component in thearea of the black dot (on the component presentation). The mouse cursor will change to a hand. By leftclick ing on the dot and dragging the mouse in the direction of the next component (the one to beconnected to). DesSoft 1Des will jump to the nearest component on the Block Connection Diagram, butkeep the mouse in and move towards the desired component and once the link line jumps to the correctcomponent, release the mouse button and the block connection is performed and saved to the CableCon table. Pressing the Escape key while finding the desired connection component will exit theconnection mode and the link line will disappear.

Block Connections are used as Cable Block Diagrams and all DesSoft 1Des Block ConnectionDiagrams are saved as electronic documents on a default border template that can be customized to the



user's requirements. Block Connections can be performed at any stage of the project phase and nodetails are required. E.g. No Tstrips, terminals or cores have to be defined, which is very handy in thetender phase or initial design phase. These details can then be quickly built with the Speed Toolsprovided within DesSoft 1Des when it is known and the detail design phase is started.

Block Connections in DesSoft 1Des are performed from the source component to thedestination component.

E.g. in the figure above to connect the JBA panel to the PLC panel with the multi-pair cable,you would click on the black dot on the right hand side of the JBA panel and move the mousetowards the cable component. After the link is established then click on the black dot on the

right hand side of the cable component and move the mouse towards the PLC panel until thelink is established to the PLC panel.

The connection flow for DesSoft 1Des is from left to right - from the field to the PLC/DCS Panel.E.g. in the FDes application you must always connect from the Instrument to the Junction Box to theMarshalling and then to the PLC/DCS panel. In the EDes application you must connect from the MCCCubicle to the Electrical / Instrumentation Interface Cabinet to the PLC/DCS Panel. The only differencein EDes is that the MCC Cubicle is the source or starting point of all connections and in FDes theinstrument is the source or starting point. E.g In FDes, the connections would have been performed from the Instrument to the Junction Box, to theMarshalling and then to the PLC/DCS Panel. In EDes, the connections would have been performed fromthe MCC Cubicle to the Motor (could also be via a Junction Box but the origin remains the Cubicle), fromthe Cubicle to the Control Stop/Start Station, from the Cubicle to the E/I cabinet to the Marshalling tothe PLC/DCS.

Instrument descriptions, motor descriptions, cable standards and even source/destination tagsof the cables can be shown on the Block Connection Diagram.

Save - Commits the changes on the Block Connection Diagram to the electronic document.

Only connect and disconnect updates the database, all other changes are only applicable tothe appearance of the Block Connection Diagram document.

Select Template - Allows you to change the border template of the currently open BlockConnection Diagram.Auto Arrange - Re-arranges the components and tries to display neatly organized componentson the Block Connection Diagram.

After block connections have been performed, use the Auto Arrange button to do the bulk arranging andthen manually beautify the components to the required display layout.

Page Setup - Opens the printer configured with the border template's (if found) page setupwindow, otherwise the default printer's page setup window to alter page layout and margins.Preview - Opens a Print Preview to display a finalized view of the Block Connection Diagram.You can also print from the Print Preview window.

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Print - Prints the currently open Block Connection Diagram to the printer configured with thetemplate (if found), otherwise to the default printer.

If there is an A2 printer required for the template, it can be configured for the template (in the Templatesmodule) and DesSoft 1Des will first try to locate this printer before scaling it and printing it, for example,

on the default A4 printer.

Refresh - Updates the Block Connection Diagram with revision information and changes made byother users.

Cut - Remove the selected components from the currently open Block Connection Diagram andplaces it on the Windows clipboard.Copy - Places the selected components on the currently open Block Connection Diagram on theWindows clipboard.Paste - Places the Block Connection Diagram components that are on the Windows clipboard,onto the currently open Block Connection Diagram.Undo - Reverses the last action performed on the currently open Block Connection Diagram.

"Connect" and "Disconnect" functions CANNOT be undone with this function.

Redo - Reverses the undo action.

"Connect" and "Disconnect" functions CANNOT be redone with this function.

Open - Opens the selected component on the currently open Block Connection Diagram in theComponents module.Detail Connect - Opens the selected component on the currently open Block ConnectionDiagram in the Detail Connect module.Disconnect - Disconnects the selected cable(s) on the currently open Block Connection Diagram.

To disconnect the cable's source and destination side, select the cable component and thendisconnect.

To disconnect only on one side of the cable (source or destination), select the appropriate link linebetween the cable component and the connected component and then disconnect.

Show Detail - Shows detail for the selected components on the currently open Block ConnectionDiagram.



Font - Allows you to change the font for the selected components on the currently open BlockConnection Diagram.Build Connections - Populates the existing block connections for the selected components, onthe currently open Block Connection Diagram.

Auto Core Connect - Performs the detail connections for the selected cable(s) on the currentlyopen Block Connection Diagram in the order they were selected.Auto Core Connect Exact - Takes Auto Core Connect a step further in the sense that it allowsyou to control to which terminals the selected cable(s) can be connected to, by means of terminalI/O.

Removes the spacing between the selected components.

Aligns the tops of the selected components to the first selected.

Aligns the bottoms of the selected components to the first selected.

Aligns the left sides of the selected components to the first selected.

Aligns the right sides of the selected components to the first selected.

Aligns the horizontal centers of the selected components to the first selected.

Aligns the vertical centers of the selected components to the first selected.

Zoom Fit - Fits the Block Connection Diagram to the window.Zoom In - Zooms in on the Block Connection Diagram.

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Zoom Out - Zooms out of the Block Connection Diagram.Zoom 100% - Displays the Block Connection Diagram at a scale of 100% (Actual size).

Detail Connect - Opens the Detail Connect module.Card Connect - Opens the Card Connect module.Block Connect - Opens the Block Connect module

Open - Opens the selected Block Connection Diagram.

You can also double-click the Block Connection Diagram in the Tag List.

Open New - Opens the selected Block Connection Diagram in a new window.

New - Creates a new Block Connection Diagram.Rename - Renames the Block Connection Diagram selected in the Tag List.Delete - Deletes the Block Connection Diagram selected in the Tag List.

6.6 Detail Connect



6.7 Racking and Routing


6.7.1 Creating a New Rack

1. In the Racks ribbon bar, click New Rack.

Rack Number - This field reflects the name of the new rack. This may be changed by clicking

.Rack Code - This value is maintained by the software to keep track of the rack structure toensure that the shortest route will be selected when routing is done. This value will not be seen onreports etc.Description - Enter the description of the rack here. Eg. Main Rack.Location - Can be the physical location like in the air, underground, etc OR plant location likePLC room, North-East corner, etc.Length - The section length PLUS the bend, riser, etc length. (The length could be in meters orany unit but must be consistent throughout the project)Width - The width of the rack. This can an be specified in a different unit than the length but againmust be consistent throughout the project.Depth - The depth of the rack. (Usually in the same unit as the width)Spacing - This is the space used by the cable-ties between the cables on the rack and is addedto each routed cable's outside diameter when rack utilization calculation is done. Fill Factor - What percentage of the rack is allowed to be utilized. E.g. a fill factor of 80% willcolour the rack RED when the rack utilization calculation is done and the outside diameters forthe routed cables use 80% and more of the rack's defined width. Environmental Factors - These factors are mainly used in EDes and can be eliminated bymaking all the factors 1 or by un-checking each factor. The derating factors are used to calculatethe derating factor for the cable when the Use As Cable Route button is clicked in theCalculation Options. It will use this calculated value and save it in the DeratingFactor field in theCable Table. The Environmental Derating values for the drop down lists are defined in the DeratingTable where it can be changed or modified or added as required. These environmetal factors areaccording to SABS-0142.

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6.8 Documents


6.9 Reports


6.10 Tables


6.11 Queries


6.12 Templates


6.13 Fieldbus Designer


6.14 Hookups

Hookups Previous Top Next

Hookups is used to create Hookup Documents.To open the Hookups Module, On the Navigation Bar click Other Moddules\Hookups OR on menuGo\Hookups.

1. New - Creates a new Hookup Document2. Rename - Renames the currently selected Hookup Document3. Delete - Deletes the currently selected Hookup Document

1. Save - Saves the currently open Hookup Document2. Undo - Undo's the previous Action3. Preview - previews the currently open Hookup Document



4. Edit Standards - Where one edits the Hookup Standards

6.15 Utensils

Utensils Previous Top Next

Utensils is used to create Utensil Documents.To open the Utensils Module, On the Navigation Bar click Other Modules\Utensils OR on menuGo\Utensils.

1. New - Creates a new Utensils Document2. Rename - Renames the selected Utensils Document3. Delete - Deletes the Selected Utensils Document

1. Save - Saves the currently Open Utensils Document2. Undo - Undo's the previous Action3. Preview - Previews the currently open Utensils Document4. Edit Standards - Where you can Add\Edit Utensils Standards

6.16 Other Excel Documents

Other Excel Documents Previous Top Next

Other Excel Documents are created as Excel documents so that information can easily be sharedbetween departments, vendors, clients, etc. Cells within the Excel document can be linked to fields orcolumns within the database to minimise typing and still have a central place of all information or data.

Because Excel became "part" of the Other Excel Documents Editor it is the only required additionalsoftware. To ensure that machine resources are kept to a minimum, Other Excel Documents Editor isstarting outside the Multi Window environment and needs to be closed, so that Excel can be released,after completion of the Other Excel Documents tasks. Look at the Folder Structure section to see wherethe Excel documents are stored and where one can place existing Excel documents to be used in theproject.

To open the Other Excel Documents Editor1. Click Other Modules,2. Click Other Excel Documents,

1Des Modules 115


3. Select the correct List Option,4. Select the required Tag Number,5. Click the Open action or double click on the above Tag Number to open the Other Excel Documentseditor.

Since the Other Excel Documents Editor is working so similar to the Datasheet Module, the functionalityis not repeated in this section of the Help document and please refer to the Datasheet Editor for moreinformation.

The only difference is that the Other Excel Documents module expose all relevant tables for theselected Tag number.Instrument example:For the instrument tag, the fields from the database can be linked from the Loop, Panel, IIndex, Tstrip,Cable, Project and Document tables.

Electrical example:For the motor/equipment tag, the fields from the database can be linked from the Panel, EIndex, MCC,IIndex, Device, Card, SoftAddr, Tstrip, Cable, Project and Document tables.


Part

VII



7 Contact Us

The about dialog shows information about the currently installed version as well as support information.

1. In the menu bar, click Help.2. In the Actions ribbon bar, click About.

Technical Support : [email protected]

Customer Service : [email protected]

Forum : http://dessoft.editboard.com

Website : www.dessoft.co.za

Telephone : +27 12 654 7516

Facsimile : +27 12 654 7520

Index 119


Index- 1 -1Des 10

1Des installation 15

1Des structures 15

- A -access 22

access rights 20, 22

Activate a local license 26

Activate a network license 25

Activate Workstation License 23

Activating a local license 26

Activating a network license 25

adding a user 21

Administrator 19

application button 32

- B -Book In Multiuser License 23

Book Out Multiuser License 23

Build Hookup 113

Build Hookup Document 113

Build Utensil 114

Build Utensil Document 114

- C -change user 22

Contacting us 10

create 20, 21

Create an Library item 57

Create Hookup 113

Create Hookup Dicument 113

Create Utensil 114

Create Utensil Document 114

creating a user 21

- D -Database Structures 18

default 19

default login 19

default password 19

default username 19

define access rights 22

defining access rights 22

delete 20, 21

delete a user 21

deleting a user 21

Dockable Windows 32

- E -Electrical Documents 16

Entity Relation Diagram 18

EVALUATION 23, 32

Evaluation Copy 23

Expansion Bars 32

- F -filter 32

filter bar 32

firewall 28

Folder Layouts 16

- G -Getting Started 10

Go Button 32

gui 32

- H -Hardware 13

Hookup 113

Hookups 113

- I -install 15

installation 15



installing 13, 15

Installing 1Des 15

Instrumentation Documents 16

- L -Library 16

License Info 32

License Request file 23

Licensing 23

List Options 32

Local Libraries 16

local license 26, 27

Logging in 19

login 19

- M -managing users 20

Menu Bar 32

modify 20, 22

modify a user 22

modifying a user 22

Module Buttons 32

Module-Specific Menu 32

Multi Column Filter Bar 32

Multi-Column Filter Bar 32

Multiuser License Info 23

- N -navigate 32

navigation 32

network license 25

new user 20, 21

- O -Other Excel Documents 114

- P -password 19

Project Information 19

proxies 28

proxy 28

proxy server 28

proxy settings 28

- Q -quick access bar 32

quick access toolbar 32

- R -Register Application 23

Remember Me 19

remove user 21

Request Workstation License 23

Requirements 13

return a local license 27

Returning a local license 27

Ribbon Bar 32

rights 22

- S -sample 15

sample project 15

setup 15

Shared Libraries 16

Splitter Bars 32

structures 15

system 15

System Library 15, 16

System Project 15, 16

- T -Tag List 32

taglist 32

Tutorials 22

- U -Uninstall 13

upgrade 1des 15

upgrading 1des 15

upgrading, upgrade 15

user 19, 20, 21, 22

User Info 32

Index 121


user interface 32

user management 20

user rights 22

username 19

users 20, 21, 22

Utensils 114

- V -VALID 32

Version 13

- W -Window Tabs 32

Back Cover

Download - 1DES - (Instrumentation and Electrical) Training Manual

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