General Features

140 SmartPlant Instrumentation Users Guide

0enera| Features
Search|ng for Tag and Loop Numbers: An 0verv|ew
SmartPlant Instrumentation provides you with several options to find the tag and loop
numbers that you require to work with.
You can look for your tag and loop numbers in the SmartPlant Instrumentation
Explorer or you can use the search facilities provided in the pertinent modules. For
more information, see Search for Items in SmartPlant Instrumentation Explorer, page
242.
While working in a module, you can search for tag or loop numbers in different ways.
You can enter search parameters and find tag or loop numbers that match the search
parameters that you specified. If you do not specify any search parameters, the
software finds all the existing tag or loop numbers in the current <unit>. In the
Process Data and Calibrations modules, you can search for tag numbers either in the
current <unit>, or in all the <units> of the current <plant>. You can also look for
typical tags created in the current domain.
You search for tag numbers in the Find Tag dialog box. There are many cases where
the software opens the Find Tag dialog box. You can look for tag numbers after
clicking Find in dialog boxes that prompt you to enter a tag number. Also, you can
look for tag numbers when opening a process data sheet, when editing, duplicating, or
deleting a tag number, or when calculating or calibrating tag numbers, and so forth.
You search for loop numbers in the Find Loop dialog box. The software opens the
Find Loop dialog box whenever you need to search for a loop number. There are
many cases where the Find Loop dialog box opens: clicking Find in a dialog box
that prompts you to enter a loop number opens the Find Loop dialog box. For
example, you can click Find when you want to edit or duplicate one or more loop
numbers in the Instrument Index module.
Related Topics
Search for Items in SmartPlant Instrumentation Explorer, page 242
Searching for Tag and Loop Numbers Common Tasks, page 141
General Features
Search|ng for Tag and Loop Numbers 0ommon
Tasks
The following tasks are used frequently when searching for tag or loop numbers:
Search for All Tag Numbers
This topic explains how to find all the existing tag numbers in the current <unit>. In
the Calibration and Process Data modules, you can search for tag numbers in all the
<units> of the current <plant>. In the Process Data module, you can find tag
numbers in all units when searching for tag numbers to generate instrument reports.
For more information, see Search for All Tag Numbers, page 142.
Search for Typical Tags
This help topic explains how to find all the existing typical tag numbers in the current
domain. For more information, see Search for Typical Tags, page 145.
Use Search Parameters to Find Tag Numbers
This help topic explains how to find tag numbers by entering search parameters.
Entering search parameters in the Find Tag dialog box enables you to narrow down
your search. You can narrow your search to the maximum by entering all the search
parameters. It is up to you what search parameters to specify. You can use wildcards
in the fields where you type values.
Leaving some of the Search parameter fields empty widens the search. If you do
not specify any search parameters, the software finds all the existing tag numbers.
After the search is complete, the software displays the tag numbers that match your
search parameters in the Search results data window.
For more information, see Use Search Parameters to Find Tag Numbers, page 143.
Search for All Loop Numbers
This topic explains how to find all the existing loop numbers in the current <unit>.
For more information, see Search for All Loop Numbers, page 146.
SmartPlant Instrumentation Users Guide 141
General Features
142 SmartPlant Instrumentation Users Guide
Use Search Parameters to Find Loop Numbers
This help topic explains how to find loop numbers by entering search parameters.
Entering search parameters in the Find Loop dialog box enables you to narrow down
your search. You can narrow your search to the maximum by entering all the search
parameters. Leaving some of the Search parameter fields empty widens the search.
It is up to you which search parameters to specify. If you do not specify any search
parameters, the software finds all the existing tag numbers in the current <unit>.
Note that you can use wildcards in the fields where you type values.
After the search is complete, the loop numbers that match your search parameters are
displayed in the Results data window.
For more information, see Use Search Parameters to Find Loop Numbers, page 146.
Search for Typical Loops
This help topic explains how to find all the existing typical loops in the current unit.
For more information, see Search for Typical Loops, page 148.
Related Topics
Searching for Tag and Loop Numbers: An Overview, page 140
Search for A|| Tag Numbers
1. In the Find Tag dialog box, do not enter any other values in the Search
parameter fields.
Tip
In the Calibration or Process Data module, select Look in the entire
current plant if you want to find tags in all the <units> of the current
<plant>.
2. Click Find.
Tip
Select the Show more search results check box to hide the search
parameter fields and enlarge the Search results data window to
display more tag rows. Clear this check box to return to normal view.
3. Select the required tag numbers in the Search results data window and click OK.
Related Topics
Searching for Tag and Loop Numbers Common Tasks, page 141
Searching for Tag and Loop Numbers: An Overview, page 140
General Features
SmartPlant Instrumentation Users Guide 143
Use Search Parameters to F|nd Tag Numbers
Note
To specify search parameters in the Calibration module, you need to
perform a separate procedure. For details, see Searching for Tag
Numbers in the Calibration Module page 665.
1. In the Find Tag dialog box, from the Tag class list, select the desired tag class.
Tip
A conventional tag is an instrument that does not belong to the
Fieldbus, Telecom, Typical, or Electrical classes.
2. Use the following fields and lists in the Search parameters group box for search
parameters that narrow your search:
Search
Parameter
Explanation Example
Tag
Number
Type the whole tag number you are looking for.
Include any prefix, suffix, and separator
characters. You can use wildcards if needed.
101-FT 2225/1
Or use a wildcard:
101-FT%
Process
function
Select a process function to narrow your search
to tags belonging to the selected process
function.. (This parameter is available in the
Instrument Index and Process Data modules
only.)
Flow
Pressure
Instrument
type
Select an instrument type to narrow your search
to tags belonging to the selected instrument
type.
D/P Type Flow
Element (FE), Mass
Flow Transmitter
(FT)
Status Select a tag status to narrow your search to tags
associated with the selected status.
An existing device,
a new instrument, a
relocated device
Location Select a tag location, for example, Field, to
narrow your search to tags for which you have
defined this location.
Equipment room,
junction box
I/O type Select a I/O type to narrow your search to tags
for which you have defined this I/O type.
AO (analog output)
DI (Digital input)
Prefix Type the tag number prefix to find all the tag
numbers that have this prefix in their names. Do
not include the separator characters. The <unit>
number segment in the tag number name is
usually the tag number prefix. You can also use
wildcards if needed.
101
General Features
144 SmartPlant Instrumentation Users Guide
Search
Parameter
Explanation Example
Number Type the numeric segment of a tag number to
find all the tag numbers that have this numeric
segment. You can also use wildcards if needed.
2315
Suffix Type the suffix segment of the tag number to
find all the tags that contain this suffix. Do not
type the slash ( / ) character. You can also use
wildcards if needed.
1 ( the number
following the slash (
/ ) in tag number
101-FT 2225/1)
Equipment Select equipment to narrow your search to tags
for which you have defined this equipment.

Line Select a line to narrow your search to tags with
which you have associated this line. (This
parameter is not available in the Process Data
and Specifications modules.)

Form
number
Select a specification form number to narrow
your search to tags for which you have defined
this form number. (This parameter is available
in the Specifications module only.)

Date range Type dates or use spinners to narrow your
search to a given date range. (This parameter is
available in the Specifications module only.)


3. To broaden the search to include all of the <units> in a given <plant>, select
Look in the entire <plant>.
Tip
This field is available in the Calibration module, and in the course of
various procedures in the Process Data and Specifications modules.
4. Click Find.
Tip
Select the Show more search results check box to hide the search
parameter fields and enlarge the Search results data window to
display more tag rows. Clear this check box to return to normal view.
General Features
SmartPlant Instrumentation Users Guide 145
5. In the Search results data window, do one of the following:
Select the desired tag number.
Press and hold down Ctrl to select multiple tag numbers.
Multi-selection is available in the Calculation module when you select
tags for batch calculation, in the Process Data module for instrument
report generation, and in the Specifications module. You can also
select the Select all check box to select all the displayed tag numbers.
6. Click OK.
Related Topics
Searching for Tag and Loop Numbers Common Tasks, page 141
Searching for Tag and Loop Numbers: An Overview, page 140
Search for Typ|ca| Tags
Note
It is possible to search for typical tags only in the Instrument Index
module.
1. When editing, deleting, duplicating or moving tags in the Instrument Index
module, in the Enter Tag Number dialog box, click Find.
2. In the Find Tag dialog box, select Typical tag from the Tag class list.
3. Do not enter any other values in the Search parameter fields.
4. Click Find.
Tip
Select the Show more search results check box to hide the search
parameter fields and enlarge the Search results data window to
display more tag rows. Clear this check box to return to normal view.
5. Select the desired tag numbers in the Search results data window and click OK.
Related Topics
Searching for Tag and Loop Numbers Common Tasks, page 141
Searching for Tag and Loop Numbers: An Overview, page 140
General Features
146 SmartPlant Instrumentation Users Guide
Search for A|| Loop Numbers
1. In the Find Loop dialog box, do not enter any other values in the Search
parameter fields.
2. Click Find.
Tip
Select the Display more results check box to enlarge the Search
results data window and display more rows. Clear this check box to
return to normal view.
3. Select the required loop numbers in the Search results data window and click
OK.
Related Topics
Searching for Tag and Loop Numbers Common Tasks, page 141
Searching for Tag and Loop Numbers: An Overview, page 140
Use Search Parameters to F|nd Loop Numbers
1. Use the fields and lists in the Search parameters group box to enter your search
parameters to narrow your search. The following search parameters are available:
Search
Parameter
Explanation Example
Loop name Type the whole loop number you are looking
for. Include any prefix, suffix, and separator
characters. You can use wildcards if needed.
The Search Results data window will display
this loop number if it exists.
101F -2225\A
101F-%
Loop
number
Type the numeric segment of the loop number to
find all the loop numbers that have this numeric
segment. You can also use wildcards if needed.
2225
Loop prefix Type the loop number prefix to find all the loop
numbers that have this prefix. Do not include
the separator characters. The <unit> number
segment in the loop number name is usually the
loop number prefix. You can also use wildcards
if needed.
101
Loop suffix Type the suffix segment of the loop number to
find all the loops that have this suffix. You can
also use wildcards if needed.
A
Measured
variable
This search parameter is used to find all the
existing loop numbers that have the measured
variable that you select from this list.
Density (D)
Pressure (DP)
General Features
SmartPlant Instrumentation Users Guide 147
Search
Parameter
Explanation Example
Loop type This search parameter is used to find all the
existing loop numbers that have the loop type
that you select from this list.
Electrical Loop
(Electrical),
Open Loop (Open)
Loop
function
This search parameter is used to find all the
existing loop numbers that have the loop
function that you select from this list.
Indication and
Alarm (IA),
Control (C)
Generation
type
This search parameter is used to find all the
existing loop numbers that used a specific type
of loop drawing generation.
CAD (a loop
drawing generated
by an external CAD
engine)
Manual (a loop
drawing generated
by using the manual
method

2. If required, select the Fieldbus check box to narrow your search to the loop
numbers that contain tags with a fieldbus I/O type.
3. Click Find.
4. Select one or more loop numbers in the Search results data window.
Tips
The Select all option is not available when duplicating an existing
loop number.
Select the Show more search results check box to hide the search
parameter fields and enlarge the Search results data window to
display more loop rows. Clear this check box to return to normal
view.
5. Click OK.
Related Topics
Searching for Tag and Loop Numbers Common Tasks, page 141
Searching for Tag and Loop Numbers: An Overview, page 140
General Features
148 SmartPlant Instrumentation Users Guide
Search for Typ|ca| Loops
You perform the search in the Instrument Index module.
Using the Typical Loop Management dialog box:
1. Click Edit > Typical Loop Management.
2. In the Find typical loop field, type the name of the typical loop you want to find.
As you type the software highlights the typical loop names in the data window.
Using the Batch Loop Creation dialog box:
1. Click Edit > Batch Loop Creation.
2. Click Find.
3. In the Find Typical Loop dialog box, do one of the following:
Enter the required search parameters, and click Find.
Click Find, and from the Search results data window, select the
required typical loop.
Related Topics
Searching for Tag and Loop Numbers Common Tasks, page 141
Searching for Tag and Loop Numbers: An Overview, page 140
Supporting Tables
Support|ng Tab|es
0verv|ew
Supporting tables are dialog boxes that allow you to manage the contents of select
lists in SmartPlant Instrumentation. For example, when creating or editing a panel,
the values that you select from the lists are held in the relevant supporting tables.
To access a supporting table, click next to the list arrow in the relevant dialog box,
or when in the Wiring Module or Instrument Index Module window, click Tables
and then the relevant menu command.
Note that in a multi-user installation, SmartPlant Instrumentation allows only one user
at a time to edit a given supporting table record.
For a detailed list and description of all the supporting tables in the SmartPlant
Instrumentation, see Supporting Tables in SmartPlant Instrumentation, page 151.
For details about the various activities that you can perform with the supporting
tables, see Supporting Tables Common Tasks, page 150.
SmartPlant Instrumentation Users Guide 149
Supporting Tables
150 SmartPlant Instrumentation Users Guide
Support|ng Tab|es 0ommon Tasks
The following tasks are used frequently when managing supporting tables.
Add a New Value to a Select List
This option shows you how to add a new value to a select list. All values are stored
in the supporting tables that you can access from various windows and dialog boxes.
You can access a supporting table from a menu by selecting the appropriate item from
the Tables menu or by clicking in a dialog box. For more information, see Add a
New Value to a Select List, page 159.
Manage a Custom Table
This option shows you how to use custom tables, as defined by the Domain
Administrator, to contain supporting data for instruments. After you enter your data
in a Custom Table dialog box, you can use this data as additional tag attributes when
setting a profile in the Instrument Type Profile dialog box, and when editing tag
number properties in the Tag Number Properties dialog box. For more information,
see Manage a Custom Table, page 160.
Customize Manufacturer-Specific Field Headers
Some field headers on the Distributed Control System (DCS) dialog box,
Programmable Logic Controller (PLC) dialog box, I/O Card Properties dialog
box, and some appropriate reports use manufacturer-specific terminology. Therefore,
these dialog boxes display field headers according to the panel manufacturer you
select from the Manufacturer list when editing panel properties. The procedure
outlines how to customize these field headers according to manufacturer-specific
terminology. For more information, see Customize Manufacturer-Specific Field
Headers, page 160.
Related Topics
Supporting Tables in SmartPlant Instrumentation, page 151
Supporting Tables: An Overview, page 149
Supporting Tables
Support|ng Tab|es |n SmartP|ant |nstrumentat|on
The following table lists all the available supporting tables and the description of their
functions. You can access these supporting tables by clicking next to a list arrow
or by clicking an appropriate command on the Tables menu in the Instrument Index
and Wiring modules.
Supporting
Table
Description
Allows you to define a sub-category for the General process
function in the Instrument Types dialog box.
General Process
Function Sub-
Categories
Allows you to maintain the contents of the Status select list on
the Tag Number Properties dialog box.
Instrument
Statuses
Allows you to maintain the contents of the System I/O type list
on the Tag Number Properties dialog box.
I/O Types
Instrument
Locations
Allows you to specify general or specific instrument locations
within the <plant>.
Equipment Allows you to categorize the equipment that your instruments are
installed on. Equipment is also categorized according to different
types, for example, you can specify the equipment type as:
pumps, compressors, burners, silos, and so forth.
Allows you to add new equipment types to the Equipment type
select list in the Equipment dialog box. You can categorize the
equipment that your instruments are installed on according to
different types, such as pumps, compressors, burners, silos, and
so forth.
Equipment Types
P&ID Drawing
References
Allows you to store P&ID drawing references used for making
associations with tag numbers in the Instrument Index and Loop
Drawings modules.
Lines Allows you to categorize and modify line data in your <plant>.
This dialog box also enables you to access the Line Properties
dialog box where you can create a new line or edit the properties
of an existing line.
Line Types Allows you to create, view, edit, and delete line types.
Instrument
Criticality
Allows you to customize instrument criticality data. Then, you
can define criticality for a particular tag in the Associate
Categories and Criticality dialog box that you access from an
Instrument Index Standard Browser view.
Instrument
Certification
This supporting table holds certification information for
instruments that are certified for hazardous environment.
SmartPlant Instrumentation Users Guide 151
Supporting Tables
Supporting
Table
Description
Instrument
Manufacturers
Allows you to control the content of the Manufacturer lists in
the Tag Number Properties and Find Tag dialog boxes as well
as the Manufacturer column in an Instrument Index Standard
Browser view.
The URL feature on the Instrument Manufacturer dialog box
allows you to enter a desired URL that can be double-clicked to
automatically launch the Internet Explorer and go to the pertinent
Web site if you are connected to the Internet.
Instrument
Models
Allows you to store instrument model data in the current domain.
All instrument models are categorized by instrument
manufacturer.
Function Blocks Allows you to add new user-defined function blocks to your
instrument index, delete the redundant ones, or modify the
definition of existing user-defined function blocks.
Intrinsically Safe
Circuit Types
Allows you to create and manage intrinsically safe circuit types
which you can associate with tag numbers while editing tag
number properties. The intrinsically safe circuit types that are
held in this supporting table then become available in the Wiring
module where you can carry out the intrinsic safety calculation.
Loop Measured
Variables
Allows you to enter or modify the loop process variable identifier
which is used in the loop naming conventions. The loop process
variable identifier is the first letter in the loop name that comes
after the loop prefix.
Loop Types Allows you to maintain the contents of the Loop type select list
on the Loop Number Properties, Typical Loop Properties, and
Find Loop dialog boxes.
Loop Functions Allows you to enter or modify the loop function identifier which
is used in loop naming conventi ons. The loop function identifier
is used to identify the succeeding letters that follow the loop
measured variable identifier in the loop name.
Associated
Electrical
Equipment
Allows you to view equipment tags that are associated with
signals that are defined in SmartPlant Electrical and the
equipment type to which each signal belongs.
Associated
Electrical
Equipment Types
This supporting table holds all the available associated electrical
equipment types to which SmartPlant Electrical signals can
belong.
Circuits This supporting table holds circuit values that appear in the
Circuit list on the Electrical tab of the Tag Number Properties
dialog box.
152 SmartPlant Instrumentation Users Guide
Supporting Tables
Supporting
Table
Description
Rated Voltage This supporting table holds rated voltage values that you can use
in the Rated voltage list on the Power Supply tab of the Tag
Number Properties dialog box.
Frequency This supporting table holds frequency values that you can use in
the Frequency list on the Power Supply tab of the Tag Number
Properties dialog box.
Number of
Phases
This supporting table holds number of phases values that you can
use in the Number of phases list on the Power Supply tab of the
Tag Number Properties dialog box.
Operating Modes This supporting table holds operating mode values that you can
use in the Operating mode list on the Power Supply tab of the
Tag Number Properties dialog box and the properties dialog
boxes of panels that support power supply. SmartPlant
Instrumentation provides you with pre-defined operating modes
(Continuous, Intermittent, Spare, and Standby), which are the
only values that are recognized by SmartPlant Electrical. You
cannot delete or modify these values.
Signal Types This supporting table holds signal type values that are used to
define HART instrument properties. To fill this table, you need to
download DeltaV definitions.
Linearity Types This supporting table holds linearity type values that are used to
define HART instrument properties. To fill this table, you need to
download DeltaV definitions.
Allows you to maintain the contents of the Panel type list when
editing the properties of a panel.
Panel Types
Allows you to customize the options on the Manufacturer list on
the Properties dialog boxes listed below. The URL field on the
Panel Manufacturer dialog box allows you to enter a desired
URL. You can then double-click this URL to automatically start
the Internet Explorer and go to the pertinent Web site if you are
connected to the Internet. This supporting table also allows you
to define field headers that use manufacturer-specific
terminology.
Panel
Manufacturers
Allows you to manage the contents of the Model list when
creating or editing a panel. SmartPlant Instrumentation classifies
panel models according to manufacturer. You can find the data
used in the other columns in the manufacturer's catalog. Note
that selecting a different model does not change any other data.
Panel Models
Allows you to manage the data contained in the Area
classification list on any of the panel properties dialog boxes.
Panel Area
Classifications
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Supporting Tables
Supporting
Table
Description
Allows you to manage the data contained in the Type list on the
Terminal Strip Properties dialog box. You can use this dialog
box to categorize a terminal strip where the terminal strip
represents a hardware device or a DCS/PLC I/O termination.
Terminal Strip
Types
Allows you to manage the contents of the Manufacturer list on
the Terminal Strip Properties dialog box.
Terminal Strip
Manufacturers
Allows you to manage the contents of the Model select list on the
Terminal Strip Properties dialog box. SmartPlant
Instrumentation classifies terminal strip models according to
manufacturer. You can classify a terminal strip model/MFG for
control si/s cards and hardware devices.
Terminal Strip
Models
Allows you to manage the contents of the Type select list on the
Terminal Properties dialog box. Also, you can classify the
terminals whenever their type needs to be defined. You can
replace the default graphic image of terminal sides that appear in
the Connection window and the appropriate reports.
Terminal Types
Allows you to manage the contents of the Manufacturer select
list on the Terminal Properties dialog box.
Terminal
Manufacturers
Allows you to manage the contents of the Model select list on the
Terminal Properties dialog box. Terminal models are classified
according to manufacturer.
Terminal Models
Allows you to manage the contents of the Color select list on the
Terminal Properties dialog box. You can also select and
customize the graphical representation of the color names defined
in this supporting table. This sets the precise colors for the bar
connecting terminals in the Connection and Cross-Wiring
windows.
Terminal Colors
Allows you to manage the contents of the Wiring equipment
types select list. Wiring equipment type is one of the properties
used to define wiring equipment items, such as I/O cards, I/O
terminations, fieldbus bricks, safety barriers, relays, amplifiers,
and so forth.
Wiring
Equipment Types
Allows you to manage the contents of the Manufacturers select
list. Wiring equipment manufacturer is one of the properties used
to define wiring equipment items, such as I/O cards, I/O
terminations, fieldbus bricks, safety barriers, relays, amplifiers,
and so forth.
Wiring
Equipment
Manufacturers
Allows you to manage the contents of the Models select list.
Wiring equipment model is one of the properties used to define
wiring equipment items, such as I/O cards, I/O terminations,
fieldbus bricks, safety barriers, relays, amplifiers, and so forth.
Wiring
Equipment
Models
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Supporting Tables
Supporting
Table
Description
Wiring
Equipment
Category
This supporting table holds wiring equipment category values.
The categories that exist in this supporting table are available for
selection in the Categories select list of the New Wiring
Equipment dialog box. You can add your own categories and
then set their properties as you require. However, you cannot
modify or delete the categories that are supplied to you with the
software.
Enables you to manage cable type data that appears on the Cable
Properties dialog box, Type select list. The Cable Types dialog
box holds all the data that pertains to the cable types in the
current <plant>. Users can view the data or delete it as needed.
This dialog box provides access to the Cable Type Properties
dialog box, where you can create a new cable type or edit the
properties of an existing cable type.
Cable Types
Enables you to manage the data in the Cable Manufacturers
supporting table, which contains all the items of the
Manufacturer select list on the Cable Properties dialog box.
Cable
Manufacturers
Cable Models Allows you to manage the data in the Cable Models supporting
table, which contains all the items of the Model select list on the
Cable Properties dialog box. SmartPlant Instrumentation
classifies cable models according to manufacturer.
Allows you to manage the contents of the Color select list on the
Cable Properties dialog box.
Cable Colors
Enables you to manage the data in the Cable Glands supporting
table, which contains all the items of the End 1 and End 2 select
lists in the Glands group box of the Cable Properties dialog
box. This way, you can assign cable glands to selected cable
types. Once assigned to a cable type, the gland attributes
automatically propagate to all the cables of that type.
Cable Glands
Allows you to define and maintain the contents of the Cable
harness select list on the Cable Properties dialog box.
Cable Harnesses
Conductor Cross-
Sections
Enables you to manage the conductor cross-section data for the
cables in the current <plant>. The values that appear in this
dialog box are available in the Cross-section select list on the
Cable Properties dialog box.
Allows you to manage the contents of the Type list on the Wire
Properties dialog box.
Wire Types
Allows you to manage the contents of the Color list on the Wire
Properties dialog box.
Wire Colors
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Supporting Tables
Supporting
Table
Description
Connector Types A connector type defines pin configuration and other properties.
When you define connectors for a cable, selecting a connector
type copies these properties for the cable connector. This
supporting table allows you to create and manage the connector
types required for your plug-and-socket boxes and for cables that
require connectors.
Allows you to manage the contents of the Manufacturer select
list on the Connector Types dialog box.
Connector
Manufacturers
Allows you to manage the contents of the Model select list on the
Connector Types dialog box. Connector models are classified
according to the Manufacturer column. The information used in
the other columns can be found in the manufacturer's catalog.
Connector
Models
Controllers The controller is the processing hardware that controls and
supervises I/O cards. This supporting table allows you to define
and manage your I/O card controllers. You can define new
controllers, edit the properties of existing controllers, and delete
controllers.
Allows you to manage the contents of the Channel Type select
list on the Channels dialog box.
Channel Types
Segment-Wide
Parameter
Profiles
Allows you to define default settings that serve as design rules for
the various Fieldbus segments.
Standard Widths Each routing trunk that you define consists of positions. Instead
of defining new positions for each additional trunk, you select the
positions from the list of standard positions. Instead of defining
the width for each standard position that you can add to a trunk,
you select it from the standard width list that you set in this
supporting table. You use the widths that you add in this
supporting table to define the positions in a routing trunk. The
width that you define here is a standard unit and therefore can be
used several times to characterize different positions.
Standard Routing
Positions
Each routing section of type trunk that you define consists of
positions. (Building sections do not have positions.) Instead of
defining new positions for each additional trunk, you select the
positions from the list of standard positions that you define in this
supporting table.
Maximum
Number of
Cables
The maximum number of cables limits the number of cables that
a position can contain. After you have defined widths and
created positions, you need to set the maximum number of cables
per defined-width position that you want to associate with a
routing trunk.
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Supporting Tables
SmartPlant Instrumentation Users Guide 157
Supporting
Table
Description
Routing Sections Defining routing sections is the last step in creating the <plant>
cable routing before associating routing with cables. The cable
routing sections contain the positions that convey the cables
between the instruments. Using this supporting table, you can
add or edit a routing section and select positions to be included in
a trunk section. The positions that you can select are those for
which you have already defined the maximum number of cables.
Cable Drums Allows you to define and manage the cable drums in your
<plant>. Note that cable drums are categorized according to
cable type.
Pulling Areas Allows you to define the pulling areas in your <plant>. The
pulling area in the <plant> is the area allocated to cables and
the cable drums they are wound on. The purpose of allocating
pulling areas is both to organize the <plant> drums in
designated areas and to regularly use the cables from these
areas.
DCS Block Types Allows you to manage the block type data for control system
tags. The values that appear on this dialog box are available in
the Block Type select list on the Control System Tag
Properties dialog box.
DCS Function
Block I/O
Termination
Enables you to manage the DCS function block I/O termination
data for control system tags. The values that appear on this
dialog box are available in the Function block I/O termination
select list on the Control System Tag Properties dialog box.

Notes
For the various actions that you can perform with supporting tables,
see Supporting Tables Common Tasks, page 150.
For the supporting tables used in Telecom, see Supporting Tables for
Telecom, page 158.
Related Topics
Supporting Tables: An Overview, page 149
Supporting Tables
Support|ng Tab|es for Te|ecom
The f ol l owi ng tabl e l i sts al l the avai l abl e Tel ecom supporti ng tabl es and the
descri pti on of thei r f uncti ons. You can access these supporti ng tabl es by cl i cki ng
next to a l i st arrow or by cl i cki ng Tables > Telecom and then an appropri ate
command i n the I nstrument I ndex and Wi ri ng modul es.
Supporting
Table
Description
Tel ecom
Devi ce Types
Al l ows you to create and manage tel ecom devi ce types. You def i ne
the requi red tel ecom devi ce type prof i l e f or your tel ecom tag numbers
so that new tags that you create can acqui re the necessary properti es.
SmartPl ant I nstrumentati on provi des a number of predef i ned tel ecom
devi ce types, such as AL (al arm), CAM (camera), and so f orth. You
can add new tel ecom devi ce types and modi f y the shi pped ones as
desi red. You can al so del ete a tel ecom devi ce type that i s not i n use,
but the sof tware does not l et you del ete a tel ecom devi ce type that you
al ready used to create a tag number.
Al l ows you to mai ntai n the contents of the Telecom line l i st when
creati ng a tel ecom f i el d devi ce i n the Plug-and-Socket Box wi zard
and the Line number l i st on the Tag Number Properties di al og box.
Tel ecom Li ne
Numbers
Tel ecom
Fi el d
Equi pment
Al l ows you to mai ntai n the contents of the Fi el d equi pment sel ect l i st
on the Tag Number Properties di al og box.
Al l ows you to mai ntai n the contents of the Signal level sel ect l i st on
the Tag Number Properties di al og box.
Tel ecom
Si gnal Level s
Al l ows you to mai ntai n the contents of the Sub-system sel ect l i st on
the Equipment Panel Properties di al og box.
Panel Sub-
Systems
Tel ephone
Numbers
Al l ows you to def i ne new tel ephone numbers that you can associ ate
wi th exi sti ng swi tch channel s i n PABX cabi nets.
Al l ows you to manage the contents of the Telephone number status
sel ect l i st on the Telephone Number Properties di al og box.
Tel ephone
Number
Statuses
Al l ows you to manage the contents of the Telephone number usages
sel ect l i st on the Telephone Number Properties di al og box.
Tel ephone
Number
Usages
I ntercom
Numbers
Al l ows you to def i ne new i ntercom numbers that you can l ater
associ ate wi th ampl i f i ers.
PA Zones Al l ows you to manage the PA zone def i ni ti ons whi ch are avai l abl e f or
sel ecti on on the Category Properties tab of the Wiring Equipment
Properties (Amplifier) di al og box.
158 SmartPlant Instrumentation Users Guide
Supporting Tables
SmartPlant Instrumentation Users Guide 159
Supporting
Table
Description
Al arm Zones Al l ows you to manage the al arm zone def i ni ti ons whi ch are avai l abl e
f or sel ecti on on the Category Properties tab of the Wiring
Equipment Properties (Amplifier) di al og box.
PABX
Categori es
Al l ows you to manage the contents of the PABX categories sel ect l i st
on the PABX Cabinet Properties di al og box.

Note
For the vari ous acti ons that you can perf orm wi th supporti ng tabl es,
see Supporting Tables Common Tasks, page 150.
Related Topics
Supporting Tables: An Overview, page 149
Add a New va|ue to a Se|ect L|st
1. Open the appropri ate supporti ng tabl e by cl i cki ng i n the appropri ate di al og box
or by sel ecti ng the appropri ate menu i tem on the Tables menu.
2. I n the appropri ate supporti ng tabl e di al og box, cl i ck New.
3. Type the requi red val ue i n the f i el ds provi ded, and press Tab to move to the next
f i el d.
4. Cl i ck New to enter another new val ue, i f desi red.
5. Cl i ck OK to accept the new val ues and cl ose the di al og box.
Related Topics
Supporting Tables Common Tasks, page 150
Supporting Tables
160 SmartPlant Instrumentation Users Guide
0ustom|ze Vanufacturer-Spec|f|c F|e|d headers
1. Do one of the f ol l owi ng to open the Panel Manufacturers di al og box:
I n the Wi ri ng modul e, cl i ck Tables > Panel > Manufacturers.
Cl i ck next to the Manufacturer sel ect l i st on the appropri ate di al og
box: Distributed Control System (DCS) Properties, Programmable
Logic Controller (PLC) Properties, or I/O Card Properties.
2. On the Panel Manufacturers di al og box, cl i ck Headers.
3. From the Wiring item l i st, sel ect the i tem type f or whi ch you want to customi ze
the f i el d headers.
4. Under Custom Field Header, type the text you requi re next to the appropri ate
val ue that appears under Field Header in Data Dictionary.
5. Repeat steps 3 and 4 as many ti mes as you requi re.
6. Cl i ck OK.
Related Topics
Supporting Tables Common Tasks, page 150
Vanage a 0ustom Tab|e
1. I n the I nstrument I ndex Modul e menu, cl i ck Tables > Custom Tables, and then
sel ect the custom tabl e you want to open.
2. To add a new record, cl i ck New, and then type a uni que name and an opti onal
descri pti on.
3. To edi t an exi sti ng record, cl i ck a val ue that you want to edi t, and modi f y as
needed.
4. To del ete a record, sel ect the row that you want to del ete, and cl i ck Delete.
5. Cl i ck OK.
Note
The Domain Administrator has ri ghts to create the requi red custom
tabl es f or each <plant>. I f the Domai n Admi ni strator does not create
any custom tabl es, the Custom Tables menu opti on i s not avai l abl e.
Related Topics
Supporting Tables Common Tasks, page 150
Supporting Tables: An Overview, page 149
Interface Languages
SmartPlant Instrumentation Users Guide 161
|nterface Languages
0verv|ew
You can repl ace the SmartPl ant I nstrumentati on i nterf ace l anguage. The System
Administrator must f i rst add l anguages to the database. Af ter addi ng a l anguage to
the database, you can repl ace your current l anguage wi th the added one.
The f ol l owi ng l anguages are currentl y avai l abl e as add-i ns:
Engl i sh (def aul t)
French (parti al transl ati on)
German (onl y some terms are transl ated)
Custom (f or l anguages other than Engl i sh, French, or German)
Af ter addi ng the desi red i nterf ace l anguage, you can do the f ol l owi ng:
Repl ace the exi sti ng i nterf ace l anguage wi th the new i nterf ace
l anguage.
Transl ate i nterf ace text phrases.
Notes
Transl ated text appears i n the mai n SmartPl ant I nstrumentati on
i nterf ace, the Admi ni strati on modul e, and i n the I mport and Merger
uti l i ti es. The text stri ngs are stored i n the I n_catal og.db f i l e.
Text i n the f ol l owi ng sof tware components i s not transl ated:
I ni ti al i zati on and Update i nterf aces
Rul e Manager
I nternal Setup
SAP I nterf ace
Fl uke Wi zard
External Edi tor
Process Data Edi tor
Interface Languages
162 SmartPlant Instrumentation Users Guide
Text stri ngs f or other sof tware components are l ocated i n the f ol l owi ng
separate resource f i l es:
Resource File Description
MenuLi brary80.dl l Al l user i nterf ace text stri ngs f or the Domai n and Ref erence
Expl orers and Pref erences f or the Enhanced Report Uti l i ty
SmartLoop8.drx Menu l abel s, Tool Ti ps, and Mi crohel p f or the Enhanced Report
Uti l i ty
Symbol Edi tor8.drx Menu l abel s, Tool Ti ps, and Mi crohel p f or the Symbol Edi tor
SmartPl antEN.dl l Di al og box l abel s and error messages f or the Enhanced Report
Uti l i ty and Symbol Edi tor
ESLAboutEN.dl l Text i n the About box f or the Enhanced Report Uti l i ty
SEAboutEN.dl l Text i n the About box f or the Symbol Edi tor

Related Topics
Interface Languages Common Tasks, page 163
Interface Languages
SmartPlant Instrumentation Users Guide 163
|nterface Languages 0ommon Tasks
Replace the Interface Language with a Language from the Database
Thi s procedure expl ai ns how to repl ace the current SmartPl ant I nstrumentati on
i nterf ace wi th a l anguage f rom the database. For more i nf ormati on, see Replace the
Interface Language with a Language from the Database, page 164.
Replace the Interface Language with a Language from an External File
Thi s procedure expl ai ns how to repl ace the i nterf ace l anguage wi th a l anguage f rom
an external f i l e. I n thi s mode, al l the terms and phrases are retri eved f rom a l anguage
f i l e i nstead of bei ng retri eved f rom the database, whi ch i mproves the perf ormance.
For more i nf ormati on, see Replace the Interface Language with a Language from an
External File, page 164.
Translate Interface Text Phrases
Thi s procedure expl ai ns how to repl ace the phrases i n the current i nterf ace text wi th
your customi zed text i n the target l anguage. Af ter swi tchi ng to the target l anguage,
al l the phrases i n the col umn representi ng that l anguage repl ace the ori gi nal phrases
of the i nterf ace l anguage wi thout overwri ti ng them. Empty f i el ds i n the target
l anguage do not overwri te the ori gi nal phrases. Thi s way you can al ways revert to the
ori gi nal phrases of the i nterf ace l anguage. For more i nf ormati on, see Translate
Interface Text Phrases, page 165.
Prefixes and Suffixes in the Interface Text
Thi s topi c contai ns a tabl e wi th the i nf ormati on about the pref i xes and suf f i xes that
you can use when customi zi ng new i nterf ace text phrases. For more i nf ormati on, see
Prefixes and Suffixes in the Interface Text, page 167.
Related Topics
SmartPlant Instrumentation Interface Languages: An Overview, page
161
Interface Languages
164 SmartPlant Instrumentation Users Guide
Rep|ace the |nterface Language w|th a Language from the
0atabase
1. On the menu bar, cl i ck Tools > Select Language.
2. On the Select Language di al og box, do one of the f ol l owi ng:
From the Language l i st, sel ect the l anguage wi th whi ch you want to
repl ace the current i nterf ace l anguage.
Cl i ck Default to revert the l anguage to the def aul t l anguage, whi ch i s
Engl i sh.
3. Do one of the f ol l owi ng:
Sel ect the Optimize speed check box to speed up the transl ati on
process. Thi s al l ows the sof tware to l oad the i nterf ace text to your
computer memory and retri eve i t f rom there.
Cl ear the Optimize speed check box to retri eve the i nterf ace text f rom
the database. Thi s f rees the memory resources but decreases the
perf ormance.
4. Cl i ck OK to cl ose the di al og box and change the i nterf ace l anguage.
Related Topics
Interface Languages Common Tasks, page 163
SmartPlant Instrumentation Interface Languages: An Overview, page
161
Rep|ace the |nterface Language w|th a Language from an
Externa| F||e
Important
Use thi s procedure onl y i f you experi ence memory probl ems whi l e
worki ng on your l ocal computer.
1. On the menu bar, cl i ck Tools > Select Language.
2. Sel ect Optimize speed.
Interface Languages
SmartPlant Instrumentation Users Guide 165
3. Sel ect Use file to retri eve the i nterf ace text f rom a pre-def i ned .psr f i l e, and then
do one of the f ol l owi ng:
I n the data f i el d, type the path and f i l ename of the appropri ate
l anguage f i l e.
Cl i ck Browse to navi gate to the l anguage f i l e.
Caution
The sof tware does not check whether the speci f i ed .psr f i l e i s sui tabl e
f or transl ati on. I f you sel ect an unsui tabl e f i l e, the sof tware wi l l
di spl ay the 'Expressi on not val i d' message when you try to use vari ous
opti ons i n SmartPl ant I nstrumentati on.
4. To update your l anguage f i l e, do one of the f ol l owi ng:
Sel ect Overwrite existing file to update the contents of the external
l anguage f i l e af ter runni ng an update f or the appl i cati on. Thi s acti on
overwri tes al l exi sti ng data i n the l anguage f i l e wi th the data retri eved
f rom the database.
Cl ear Overwrite existing file to l eave the l anguage f i l e contents
unchanged.
5. Cl i ck OK to cl ose the di al og box and change the i nterf ace l anguage.
Related Topics
Interface Languages Common Tasks, page 163
SmartPlant Instrumentation Interface Languages: An Overview, page
161
Trans|ate |nterface Text Phrases
Important
The System Administrator must f i rst add the speci f i ed target l anguage
to the database.
1. On the menu bar, cl i ck Tools > Edit Translation Text.
2. Do one of the f ol l owi ng:
Cl i ck Open to navi gate to a l anguage (.psr) f i l e that contai ns the
i nterf ace text.
Cl i ck Retrieve to retri eve the i nterf ace text f rom the database.
Important
Af ter you cl i ck Update, these commands become permanentl y
di sabl ed, and you wi l l no l onger be abl e to perf orm ei ther of these
operati ons to l oad the i nterf ace text agai n.
Interface Languages
166 SmartPlant Instrumentation Users Guide
3. I n the desi red l anguage col umn, type the phrases you want.
Tips
The col umn headers that appear depend on the avai l abl e l anguages, f or
exampl e: Custom Phrase, French Phrase, German Phrase, and so
f orth.
You can compare phrases more easi l y by movi ng two col umns cl oser
together. Drag a col umn header and drop i t i n the desi red l ocati on.
Important
I f you l eave any f i el ds bl ank f or the target l anguage, text f rom the
Original Phrase col umn (Engl i sh) wi l l appear i n those f i el ds i n the
i nterf ace af ter swi tchi ng l anguages. Thi s i s usef ul f or terms that are
the same i n your l anguage as i n Engl i sh; otherwi se, you shoul d not
l eave f i el ds bl ank i n order to prevent the occurrence of phrases
bel ongi ng to more than one l anguage appeari ng i n the i nterf ace.
Make sure that you add the same pref i xes, suf f i xes and punctuati on
marks that appear i n the correspondi ng ori gi nal phrases of that
i nterf ace l anguage, f or exampl e: ~, & . For detai l s, see Prefixes and
Suffixes in the Interface Text, page 167.
4. Do one of the f ol l owi ng:
Cl i ck Update to save the changes to the database. (I f you want to save
the changes to an external l anguage f i l e and not to the database, do not
cl i ck Update.)
Cl i ck Save File to save the transl ated i nterf ace text to an external
l anguage f i l e wi th a .psr extensi on.
5. Cl i ck Close to cl ose the Edit Translation Text di al og box.
Important
You must exi t and then restart the appl i cati on f or your text changes to
take ef f ect.
6. Sel ect the l anguage that you have transl ated by means of one of the f ol l owi ng
opti ons:
To sel ect a l anguage f rom the database, see Replace the Interface
Language with a Language from the Database, page 164.
To sel ect a l anguage f rom an external f i l e, see Replace the Interface
Language with a Language from an External File, page 164.
Related Topics
Interface Languages Common Tasks, page 163
SmartPlant Instrumentation Interface Languages: An Overview, page
161
Interface Languages
SmartPlant Instrumentation Users Guide 167
Pref|xes and Suff|xes |n the |nterface Text
The f ol l owi ng tabl e contai ns i nf ormati on about the pref i xes and suf f i xes that you can
use when customi zi ng new i nterf ace text phrases.
Prefix/Suffi
x
Function Syntax Example
& Speci f i es a menu i tem.
Underl i nes the l etter
f ol l owi ng the '& ' symbol .
& <i nterf ace text> & Acti on
& & Di spl ays the '& ' symbol . & & Operators & &
Functi ons
~n Starts a new l i ne. <i nterf ace
text>~n<i nterf ace
text>
~nConti nue?
~r Starts a new paragraph
(f uncti ons l i ke the Enter
key i n Mi crosof t Word).
I t i s usual l y used i n
conj uncti on wi th ~n.
<i nterf ace
text>~r<i nterf ace
text>
Warni ng~n~r
~t Adds a tab entry. <i nterf ace
text>~t<i nterf ace
text>
& Acti on~tCtrl +A

Related Topics
Interface Languages Common Tasks, page 163
SmartPlant Instrumentation Interface Languages: An Overview, page
161
Document Revisions
0ocument Rev|s|ons
0verv|ew
When managi ng revi si ons, you can add revi si ons to documents i n SmartPl ant
I nstrumentati on, update them as needed, archi ve and compare new and exi sti ng
document revi si ons, and del ete obsol ete revi si ons. A document i s a report or drawi ng
that has a document number. Al so, you can add a document number when addi ng a
revi si on to an i tem .
The sof tware al l ows you to add a revi si on to a speci f i c report, drawi ng, or i tem , f or
exampl e, to a speci f i c I /O card i n the Wi ri ng modul e. You add revi si ons to reports i n
the report pri nt previ ew and to i tems i n the di al og boxes where you can edi t the i tem
properti es. Al so, you can create global revisions.
I n the Admi ni strati on modul e, i n the Report Management di al og box, the Domain
Administrator has ri ghts to def i ne revi si on management setti ngs i ndi vi dual l y f or each
report that you can generate i n SmartPl ant I nstrumentati on.
I n the database, each report i s assi gned to the report type, whi ch can be a list or a non-
list type report. The report type determi nes how you can manage revi si ons created
f or a speci f i c report, f or an i tem , or a group of i tems. For l i st-type reports, the
Domai n Admi ni strator can enabl e SmartPl ant I nstrumentati on users to manage
revi si ons ei ther per document or per item .
I n accordance wi th the revi si on management setti ng, you can ei ther create a revi si on
whose document number and revi si on number become shared f or a speci f i c i tem and
f or reports generated f or that i tem (when the setti ng i s per-i tem ), or create a uni que
revi si on f or a parti cul ar report (when the setti ng i s per-document).
Regardl ess of the revi si on management setti ng, any document numbers and revi si ons
that you create i n the sof tware are shared wi th the document numbers and revi si ons
created f or the same i tems i n the Enhanced Report Uti l i ty. For exampl e, a drawi ng
created i n the Enhanced Report Uti l i ty automati cal l y i nheri ts the same document
number and revi si on that you assi gned to an Enhanced SmartLoop report generated i n
SmartPl ant I nstrumentati on.
When worki ng i n an i ntegrated envi ronment, you can speci f y whether to use
SmartPl ant I nstrumentati on revi si ons or external revi si ons created when worki ng i n
an i ntegrated envi ronment. For more i nf ormati on about usi ng revi si ons i n an
i ntegrated envi ronment, see Revising Documents in an Integrated Environment: An
Overview, page 1675.
168 SmartPlant Instrumentation Users Guide
Document Revisions
SmartPlant Instrumentation Users Guide 169
To pl ace i ssue data on ti tl e bl ocks f or enhanced reports, use the Place Drawing
Property Label command i n the Enhanced Report Uti l i ty. For more i nf ormati on, see
Pl ace Property Label s on a Drawi ng Sheet i n the Enhanced Report Utility User's
Guide, under Working with Templates and Title Blocks.
0|oba| Rev|s|ons: An 0verv|ew
Gl obal revi si ons enabl e you to perf orm a revi si on acti vi ty i n batch mode.
At the f i rst stage of appl yi ng gl obal revi si ons, you sel ect a revi si on acti vi ty, and
def i ne the def aul t revi si on setti ngs, such as revi si on val ues, numberi ng method, and
revi si on detai l s. At the second stage, you sel ect the requi red i tems i n a speci f i c
modul e, and appl y the def i ned revi si on setti ngs.
Revi si on acti vi ti es i ncl ude:
Add revi si on - sel ect the requi red numberi ng method and add a new
revi si on.
Update revi si on - change the exi sti ng revi si on val ue wi thout changi ng
the numberi ng method. For exampl e, you can update a revi si on f rom
A1 to A2.
Upgrade revi si on - i nvol ves changi ng the revi si on numberi ng method.
For exampl e, you can upgrade a revi si on f rom P0 to A.
Del ete revi si ons - del ete al l revi si ons f or the sel ected i tems.
Del ete l ast revi si on - del ete onl y the l ast revi si on.
You can add gl obal revi si ons to non-list-type reports f or whi ch the Domai n
Admi ni strator sel ected the Per Document revi si on management setti ng i n the Report
Management di al og box.
An excepti on i s Enhanced Report Uti l i ty reports, whi ch are al ways assi gned to the
Per Item revi si on management setti ng. The document number and gl obal revi si on
that you create i n SmartPl ant I nstrumentati on are shared wi th the document number
and revi si on created i n the Enhanced Report Uti l i ty.
Note
I tems that have archi ve opti ons def i ned as Save to database, any
revi si ons are onl y saved to the archi ve af ter cl osi ng the Global
Revisions di al og box. Addi ng a revi si on and then del eti ng the
revi si on, bef ore cl osi ng the di al og box, resul ts i n the revi si on not bei ng
archi ved.
Document Revisions
Rev|s|on Vanagement 0ommon Tasks
The f ol l owi ng tasks are used f requentl y when managi ng global and local revi si ons:
Add Global Revisions
Thi s opti on enabl es you to add a gl obal revi si on to items that bel ong to any of the
f ol l owi ng modul es: Speci f i cati ons, Process Data, Cal cul ati on, Loop Drawi ngs, Hook-
Ups, Wi ri ng, and Di mensi onal Data. For more i nf ormati on, see Add Global
Revisions, page 172.
Define Settings for Upgrading Revisions
Thi s opti on enabl es you to def i ne def aul t setti ngs f or upgradi ng revi si ons gl obal l y.
These setti ngs i ncl ude revi si on numberi ng method, and revi si on detai l s. For more
i nf ormati on, see Define Settings for Upgrading Revisions, page 174.
Update Revisions Globally
You can update the exi sti ng revi si on val ues gl obal l y f or the i tems used i n the
f ol l owi ng modul es: Speci f i cati ons, Process Data, Cal cul ati on, Loop Drawi ngs, Hook-
Ups, Wi ri ng, and Di mensi onal Data. For more i nf ormati on, see Update Revisions
Globally, page 175.
Upgrade Revisions Globally
Af ter def i ni ng the def aul t setti ngs f or upgradi ng revi si ons, you use thi s opti on to
appl y these setti ngs to the sel ected i tems i n batch mode. For more i nf ormati on, see
Upgrade Revisions Globally, page 176.
Delete Global Revisions
You can perf orm batch del eti on of revi si ons i f you have the appropri ate access ri ghts.
You have the opti on to del ete al l revi si ons f or the sel ected i tems i n the speci f i ed
modul e, or del ete onl y the l ast revi si ons. For more i nf ormati on, see Delete Global
Revisions, page 177.
Filter Items for Global Revisions
You can f i l ter the i tems i n the data wi ndow of the Global Revisions di al og box when
addi ng, updati ng, upgradi ng, or del eti ng revi si ons i n batch mode. On the Wiring tab
of the Global Revisions di al og box, you can al so f i l ter the Wi ri ng modul e i tems per
report. For more i nf ormati on, see Filter Items for Global Revisions, page 171.
170 SmartPlant Instrumentation Users Guide
Document Revisions
SmartPlant Instrumentation Users Guide 171
Add Local Revisions
You can add revi si ons l ocal l y to a speci f i c SmartPl ant I nstrumentati on document or
i tem , dependi ng on revi si on management setti ngs def i ned by the Domain
Administrator. For al l list-type reports, the revi si on management setti ng i s al ways
Per Document. For certai n non-list-type reports, the Domai n Admi ni strator has
ri ghts to def i ne the setti ng as ei ther Per document or Per Item . For more
i nf ormati on, see Add Local Revisions, page 178.
Edit Local Revisions
Use thi s procedure to edi t exi sti ng l ocal revi si ons. For more i nf ormati on, see Edit
Local Revisions, page 179.
Delete Local Revisions
Use thi s procedure to del ete exi sti ng l ocal revi si ons. For more i nf ormati on, see
Delete Local Revisions, page 180.
Related Topics
Global Revisions: An Overview, page 169
Revision Management: An Overview, page 168
F||ter |tems for 0|oba| Rev|s|ons
1. I n the Global Revisions di al og box, cl i ck one of the f ol l owi ng tabs:
Specifications, Process Data, Calculations, Loops, Hook-Ups, Wiring, or
Dimensional Data.
Tips
I f you accessed the Global Revisions di al og box f rom the mai n
SmartPlant Instrumentation wi ndow, tabs f or mul ti pl e modul es are
avai l abl e; i f you accessed the di al og box f rom a parti cul ar modul e,
then onl y the Settings tab and the tab f or that modul e are avai l abl e.
I f you are worki ng i n an i ntegrated envi ronment, then regardl ess of
where you access thi s di al og box f rom, the f ol l owi ng tabs are di sabl ed:
Specifications, Process Data, Loops, and Dimensional Data.
2. I f you sel ected the Wiring tab, do the f ol l owi ng:
Under Filter parameters, f rom the Report for l i st, sel ect the i tem f or
whi ch you want to appl y revi si ons: Panels, Cables, or DCS/PLC.
From the Report type l i st, sel ect a report type appropri ate f or the i tem
you sel ected i n the previ ous step.
Tip
To set new f i l ter parameters, f i rst cl i ck Clear.
Document Revisions
172 SmartPlant Instrumentation Users Guide
3. For al l tabs, under Filter parameters, type val ues i n one or more of the text
boxes to speci f y the parameters that you want to use f or f i l teri ng the data.
4. Sel ect the Display current <unit> data only check box to di spl ay the data i n the
current <unit>. Cl ear thi s check box to di spl ay al l data at the l evel of the current
<plant>.
Tip
On the Hook-Ups tab, data i s f i l tered at the <pl ant> l evel onl y.
5. Sel ect Activate filter to appl y the f i l ter parameters on the i tems.
Tip
I f you sel ect the Activate filter check box f i rst, the sof tware f i l ters the
data as you sel ect or type the f i l ter parameters.
6. Sel ect Enable wildcard search to use a wi l dcard, i f requi red, i n your search.
Tips
The Enable wildcard search i s enabl ed onl y when Activate filter has
been sel ected.
The % character i s used as the wi l dcard symbol i n your f i l ter.
7. Cl i ck Refresh to update the data wi ndow as needed.
8. Cl i ck Apply.
Related Topics
Global Revisions: An Overview, page 169
Revision Management Common Tasks, page 170
Revision Management: An Overview, page 168
Add 0|oba| Rev|s|ons
1. I n the mai n wi ndow of any SmartPl ant I nstrumentati on modul e, cl i ck Tools >
Global Revisions.
2. On the Settings tab of the Global Revisions di al og box, f rom the Activity l i st,
sel ect Add revision.
3. I n the Revision f i el d, enter the desi red revi si on val ue.
4. Do the f ol l owi ng to enter the revi si on detai l s:
I n the Revised by f i el d, enter the i ni ti al s of the person perf ormi ng the
revi si on. The def aul t i s the current user's i ni ti al s, i f previ ousl y def i ned
by the System Administrator.
I n the Date f i el d, enter the date of revi si on, i f requi red.
Fi l l out the other f i el ds as needed.
Document Revisions
SmartPlant Instrumentation Users Guide 173
5. Cl i ck one of the f ol l owi ng tabs: Specifications, Process Data, Calculations,
Loops, Hook-Ups, Wiring, or Dimensional Data.
Tips
I f you accessed the Global Revisions di al og box f rom the mai n
SmartPlant Instrumentation wi ndow, tabs f or mul ti pl e modul es are
avai l abl e; i f you accessed the di al og box f rom a parti cul ar modul e,
then onl y the Settings tab and the tab f or that modul e are avai l abl e.
I f you are worki ng i n an i ntegrated envi ronment, then regardl ess of
where you access thi s di al og box f rom, the f ol l owi ng tabs are di sabl ed:
Specifications, Process Data, Loops, and Dimensional Data.
6. I n the data wi ndow, f i l ter the i tems as needed. For detai l s, see Filter Items for
Global Revisions, page 171.
7. I n the data wi ndow, sel ect the i tems f or whi ch you want to add a gl obal revi si on
def i ned on the Settings tab by doi ng one of the f ol l owi ng:
Sel ect the desi red tag numbers (hol d down Ctrl or Shift to make
mul ti pl e sel ecti ons).
Sel ect the Select all check box to sel ect al l the tag numbers i n the data
wi ndow.
8. Cl i ck Apply to add a revi si on to each of the sel ected i tems.
9. I f you want to add revi si ons f or other modul es, repeat the appropri ate steps f or
each modul e.
Note
I tems that have archi ve opti ons def i ned as Save to database, any
revi si ons are onl y saved to the archi ve af ter cl osi ng the Global
Revisions di al og box. Addi ng a revi si on and then del eti ng the
revi si on, bef ore cl osi ng the di al og box, resul ts i n the revi si on not bei ng
archi ved.
Related Topics
Global Revisions: An Overview, page 169
Revision Management Common Tasks, page 170
Revision Management: An Overview, page 168
Document Revisions
174 SmartPlant Instrumentation Users Guide
0ef|ne Sett|ngs for Upgrad|ng Rev|s|ons
1. Wi th any mai n wi ndow open, cl i ck Tools > Global Revisions.
2. On the Settings tab, f rom the Activity l i st, sel ect Upgrade revision.
3. To change the numberi ng method f or i tems that do not currentl y have revi si ons,
f rom the Initial revision numbering method l i st, sel ect one of the f ol l owi ng
numberi ng methods you want to start wi th:
P0 for preliminary number sequence P0, P1, P2,...
0 for number sequence 0, 1, 2,...
A for number sequence A, B, C,...
Tip
The i ni ti al revi si on numberi ng method onl y af f ects i tems that do not
have revi si ons. For i tems that al ready have revi si ons, the sof tware
adds a new revi si on l i ne usi ng the exi sti ng revi si on numberi ng
method.
4. To change the numberi ng method f or i tems that currentl y use the prel i mi nary
revi si on numberi ng method (P0, P1, P2,...), sel ect Switch to another numbering
method, and f rom the Continue using numbering l i st, sel ect one of the
f ol l owi ng new revi si on numberi ng methods:
0 for number sequence 0, 1, 2,...
A for number sequence A, B, C,...
5. Do the f ol l owi ng to enter the revi si on detai l s:
I n the Revised by f i el d, enter the i ni ti al s of the person perf ormi ng the
revi si on. The def aul t i s the current user's i ni ti al s, i f previ ousl y def i ned
by the System Administrator.
I n the Date f i el d, enter the date of revi si on, i f requi red.
Fi l l out the other f i el ds as needed.
6. Cl i ck the appropri ate modul e tab to appl y the def i ned setti ngs. For detai l s, see
Upgrade Revisions Globally, page 176.
Tips
I f you accessed the Global Revisions di al og box f rom the mai n
SmartPlant Instrumentation wi ndow, tabs f or mul ti pl e modul es are
avai l abl e; i f you accessed the di al og box f rom a parti cul ar modul e,
then onl y the Settings tab and the tab f or that modul e are avai l abl e.
I f you are worki ng i n an i ntegrated envi ronment, then regardl ess of
where you access thi s di al og box f rom, the f ol l owi ng tabs are di sabl ed:
Specifications, Process Data, Loops, and Dimensional Data.
Document Revisions
SmartPlant Instrumentation Users Guide 175
Update Rev|s|ons 0|oba||y
1. Wi th any mai n wi ndow open, cl i ck Tools > Global Revisions.
2. On the Settings tab, f rom the Activity l i st, sel ect Update revision.
3. I n the Revision f i el d, enter the desi red revi si on val ue.
4. Do the f ol l owi ng to enter the revi si on detai l s:
I n the Revised by f i el d, enter the i ni ti al s of the person perf ormi ng the
revi si on. The def aul t i s the current user's i ni ti al s, i f previ ousl y def i ned
by the System Administrator.
I n the Date f i el d, enter the date of revi si on, i f requi red.
Fi l l out the other f i el ds as needed.
5. Cl i ck one of the f ol l owi ng tabs: Specifications, Process Data, Calculations,
Loops, Hook-Ups, Wiring, or Dimensional Data.
Tips
I f you accessed the Global Revisions di al og box f rom the mai n
SmartPlant Instrumentation wi ndow, tabs f or mul ti pl e modul es are
avai l abl e; i f you accessed the di al og box f rom a parti cul ar modul e,
then onl y the Settings tab and the tab f or that modul e are avai l abl e.
I f you are worki ng i n an i ntegrated envi ronment, then regardl ess of
where you access thi s di al og box f rom, the f ol l owi ng tabs are di sabl ed:
Specifications, Process Data, Loops, and Dimensional Data.
6. I n the data wi ndow, f i l ter the i tems as needed. For detai l s, see Filter Items for
Global Revisions, page 171.
7. I n the data wi ndow, do one of the f ol l owi ng to sel ect the i tems whose revi si ons
you want to update:
Sel ect the desi red tag numbers (hol d down Ctrl or Shift to make
mul ti pl e sel ecti ons).
Sel ect the Select all check box to sel ect al l the tag numbers i n the data
wi ndow.
8. Cl i ck Apply to appl y the new revi si on val ue to al l the sel ected i tems i n batch
mode.
9. I f you want to update revi si ons f or other modul es, repeat the appropri ate steps f or
each modul e.
Related Topics
Global Revisions: An Overview, page 169
Revision Management Common Tasks, page 170
Revision Management: An Overview, page 168
Document Revisions
176 SmartPlant Instrumentation Users Guide
Upgrade Rev|s|ons 0|oba||y
1. Def i ne the setti ngs f or upgradi ng revi si ons gl obal l y. For detai l s, see Define
Settings for Upgrading Revisions, page 174.
2. Sel ect the desi red modul e tab and f i l ter the i tems as needed. For detai l s, see
Filter Items for Global Revisions, page 171.
3. To change the numberi ng method f or i tems that do not currentl y have revi si ons,
f rom the Initial revision numbering method l i st, sel ect one of the f ol l owi ng
numberi ng methods you want to start wi th:
P0 for preliminary number sequence P0, P1, P2,...
0 for number sequence 0, 1, 2,...
A for number sequence A, B, C,...
4. I n the data wi ndow, do one of the f ol l owi ng to sel ect the i tems f or whi ch you
want to upgrade revi si ons:
Sel ect the desi red tag numbers (hol d down Ctrl or Shift to make
mul ti pl e sel ecti ons).
Sel ect the Select all check box to sel ect al l the tag numbers i n the data
wi ndow.
5. Cl i ck Apply to appl y the new revi si on val ue to al l the sel ected i tems i n batch
mode.
6. I f you want to upgrade revi si ons f or other modul es, repeat the appropri ate steps
f or each modul e.
Related Topics
Global Revisions: An Overview, page 169
Revision Management Common Tasks, page 170
Revision Management: An Overview, page 168
Revision Upgrade Example, page 177
Document Revisions
SmartPlant Instrumentation Users Guide 177
Rev|s|on Upgrade Examp|e
Thi s exampl e i s based on the f ol l owi ng parameters:
I ni ti al numberi ng method: P0
Swi tch to numberi ng method f or prel i mi nary revi si ons: A
Wi th the above parameters, the f ol l owi ng resul ts are obtai ned f or subsequent
revi si ons (on cl i cki ng Apply i n the modul e sub f ol ders of the Global Revisions
di al og box):
Previous 1 2 2 Comments
None P0 A B Fi rst revi si on uses i ni ti al numberi ng method (P0);
subsequent revi si ons use swi tch to numberi ng method (A,
B, and so f orth.)
P2 A B C Fi rst and subsequent revi si ons use swi tch to numberi ng
method (A, B, and so f orth.)
A B C D I ncremented by one step each ti me f rom the previ ous
revi si on
B C D E I ncremented by one step each ti me f rom the previ ous
revi si on
1 2 3 4 I ncremented by one step each ti me f rom the previ ous
revi si on
2 3 4 5 I ncremented by one step each ti me f rom the previ ous
revi si on

Related Topics
Global Revisions: An Overview, page 169
Revision Management Common Tasks, page 170
Revision Management: An Overview, page 168
Upgrade Revisions Globally, page 176
0e|ete 0|oba| Rev|s|ons
1. I n the mai n wi ndow of any SmartPl ant I nstrumentati on modul e, cl i ck Tools >
Global Revisions.
2. On the Settings tab of the Global Revisions di al og box, f rom the Activity l i st,
sel ect one of the f ol l owi ng:
Delete revisions select to delete all revi si ons f or the sel ected
i tems.
Delete last revision select to delete the last saved revision for each
sel ected i tem .
Document Revisions
178 SmartPlant Instrumentation Users Guide
3. Cl i ck one of the f ol l owi ng tabs: Specifications, Process Data, Calculations,
Loops, Hook-Ups, Wiring, or Dimensional Data.
Tips
I f you accessed the Global Revisions di al og box f rom the mai n
SmartPlant Instrumentation wi ndow, tabs f or mul ti pl e modul es are
avai l abl e; i f you accessed the di al og box f rom a parti cul ar modul e,
then onl y the Settings tab and the tab f or that modul e are avai l abl e.
I f you are worki ng i n an i ntegrated envi ronment, then regardl ess of
where you access thi s di al og box f rom, the f ol l owi ng tabs are di sabl ed:
Specifications, Process Data, Loops, and Dimensional Data.
4. I n the data wi ndow, f i l ter the i tems as needed. For detai l s, see Filter Items for
Global Revisions, page 171.
5. I n the data wi ndow, do one of the f ol l owi ng to sel ect the requi red i tems:
Sel ect the desi red tag numbers (hol d down Ctrl or Shift to make
mul ti pl e sel ecti ons).
Sel ect the Select all check box to sel ect al l the tag numbers i n the data
wi ndow.
6. Cl i ck Apply to del ete the revi si ons f or the sel ected i tems.
7. I f you want to del ete revi si ons f or other modul es, repeat the appropri ate steps f or
each modul e.
Related Topics
Global Revisions: An Overview, page 169
Revision Management Common Tasks, page 170
Revision Management: An Overview, page 168
Add Loca| Rev|s|ons
1. I n the Revisions di al og box, sel ect one of the revi si on numberi ng methods f rom
the Revision method l i st (use P0, P1, P2... f or prel i mi nary revi si ons or 0, 1, 2 / A,
B, C, and so f orth f or normal seri al revi si ons).
Tip
I f you sel ect a revi si on numberi ng method other than prel i mi nary
revi si ons (P0, P1, P2...), you wi l l not be abl e to return to the
prel i mi nary revi si on method and thi s opti on wi l l be di sabl ed.
2. I f needed, i n the Drawing number f i el d, type the number of the document
associ ated wi th the i tem f or whi ch you create the revi si on. I n drawi ngs and
reports, thi s number appears i n the ti tl e bl ock.
Document Revisions
SmartPlant Instrumentation Users Guide 179
3. Cl i ck New to add a new revi si on.
Tips
I f you are worki ng i n an i ntegrated envi ronment i n a modul e that
supports publ i shi ng and retri evi ng of documents, cl i cki ng New opens
the Revise di al og box f or the i ntegrated envi ronment i nstead of the
SmartPl ant I nstrumentati on Revisions di al og box.
The sof tware automati cal l y i ncrements the revi si on number accordi ng
to the sel ected revi si on method. You can overwri te SmartPl ant
I nstrumentati on revi si ons i f desi red.
4. Add or edi t the revi si on data as needed.
Note
I f the document f or whi ch you are maki ng a revi si on contai ns a
custom-ti tl e bl ock, the User-defined fields data wi ndow becomes
avai l abl e f or you. I n thi s data wi ndow, you can vi ew the user-def i ned
f i el ds that you added to the custom ti tl e bl ock that you created.
Related Topics
Global Revisions: An Overview, page 169
Revision Management Common Tasks, page 170
Revision Management: An Overview, page 168
View an Archived Revision, page 180
Ed|t Loca| Rev|s|ons
1. I n the Revisions di al og box, sel ect the revi si on that you want to edi t.
2. Make the desi red changes accordi ng to the revi si on tabl e:
Field Description
No The revi si on number. Thi s i s i ncremented automati cal l y accordi ng to
the revi si on method sel ected, you can overwri te i t i f requi red.
By Type the i ni ti al s of the person perf ormi ng the revi si on. The def aul t i s
the current l ogged-i n user i ni ti al s, i f previ ousl y def i ned by the System
Administrator.
Date The def aul t i s today's date, you can modi f y i t i f requi red.
Descri pti on Descri pti on of the changes made or the purpose of the revi si on.
Checked
By
Type the name of the person checki ng the revi si on, i f requi red.
Approved
By
Type the name of the person approvi ng the revi si on, i f requi red.

Document Revisions
180 SmartPlant Instrumentation Users Guide
3. Make changes f or other revi si ons as desi red.
4. Cl i ck OK to appl y your changes.
Related Topics
Global Revisions: An Overview, page 169
Revision Management Common Tasks, page 170
Revision Management: An Overview, page 168
0e|ete Loca| Rev|s|ons
1. On the Revisions di al og box, sel ect the revi si on that you want to del ete.
2. Cl i ck Delete.
Related Topics
Global Revisions: An Overview, page 169
Revision Management Common Tasks, page 170
Revision Management: An Overview, page 168
v|ew an Arch|ved Rev|s|on
1. I n the Admi ni strati on modul e, sel ect the desi red archi vi ng opti on. For detai l s, see
Set Archi vi ng Opti ons f or Report Compari son i n the Administration User's
Guide, under Domain and Project Administration, Report Management.
2. I n SmartPl ant I nstrumentati on appl i cati on, save a revi si on f or the desi red
document.
Important
For enhanced reports, you must perf orm revi si ons f rom the Enhanced
Report Uti l i ty i f you want them to be archi ved f or perf ormi ng report
compari son or vi ewi ng a changes report.
The sof tware archi ves revi si ons f or browser vi ew reports separatel y
f or each vi ew regardl ess of any exi sti ng f i l ter or sort sequence.
3. On the Print Preview tool bar, cl i ck to open the Document Revision Archive
di al og box where you vi ew the revi si on.
4. Doubl e-cl i ck the desi red revi si on or revi si ons to open the pri nt previ ew.
Related Topics
Revision Management Common Tasks, page 170
Revision Management: An Overview, page 168
Report Comparison
SmartPlant Instrumentation Users Guide 181
Report 0ompar|son
0verv|ew
Report compari son i s avai l abl e i f you have saved revi si ons f or a parti cul ar report.
For every saved report revi si on, there i s an archi ved report, stored accordi ng to the
archi vi ng opti on. The Domai n Admi ni strator def i nes an archi vi ng opti on f or each
report.
When compari ng reports, you can generate a compari son report to vi ew the report
f i el ds i n whi ch the val ues are di f f erent.
Notes
Report compari son i s onl y avai l abl e i f the System Admi ni strator has
sel ected Audit trail options i n the Domain Definition wi ndow f or the
current domai n, and i f the Domai n Admi ni strator has sel ected one of
the opti ons f or savi ng revi si ons of the speci f i ed report i n the Report
Management di al og box i n the Admi ni strati on modul e.
For enhanced reports, you must perf orm revi si ons f rom the Enhanced
Report Uti l i ty i f you want them to be archi ved f or perf ormi ng report
compari son.
You cannot perf orm report compari son f or PowerSof t browsers.
Usi ng report compari son, you can do the f ol l owi ng:
Compare the currentl y previ ewed report wi th an archi ved report. For
detai l s, see Comparing the Current Report with an Archived Report,
page 184.
Compare two archi ved reports. For detai l s, see Comparing Archived
Reports, page 183.
Related Topics
Setting Font and Color for Report Comparison, page 182
Viewing Archived Reports, page 185
Report Comparison
182 SmartPlant Instrumentation Users Guide
Sett|ng Font and 0o|or for Report 0ompar|son
Thi s opti on enabl es you to set a compari son col or and f ont styl e pri or to compari ng
reports. The preset col or and f ont styl e appear i n a previ ewed report af ter compari ng
thi s report wi th an exi sti ng archi ved report. You can al so set the grayscal e and f ont
styl e to appear i n a pri nted report af ter report compari son. I n a previ ewed report, the
compari son col or and f ont styl e i ndi cate the di f f erences between the previ ewed report
and an archi ved report sel ected f or compari son.
Set Font And 0o|or for Report 0ompar|son
1. On the Tools menu of any SmartPl ant I nstrumentati on modul e, cl i ck Data
Comparison Display Options.
2. Besi de the Highlight color for display f i el d, cl i ck .
3. I n the Color di al og box, choose the col or that you requi re.
4. Cl i ck OK to return to the Data Comparison Display Options di al og box.
Tip
The hi ghl i ght col or you have set appears af ter report compari son i n
any report pri nt previ ew to i ndi cate the di f f erences between the current
and the archi ved report.
5. Besi de the Grayscale f i el d, cl i ck .
6. I n the Grayscale di al og box, move the sl i der to the requi red posi ti on.
7. Cl i ck OK to cl ose the Grayscale di al og box.
Tip
The grayscal e you have set appears af ter report compari son i n a
pri nted report to i ndi cate the di f f erences between the current and the
archi ved report.
8. Under Font style, do the f ol l owi ng i f requi red:
a. Sel ect Bold to mark the di f f erences between the current and the archi ved
report i n bol d.
b. Sel ect Italic to mark the di f f erences between the current and the archi ved
report i n i tal i c.
Related Topics
Report Comparison: An Overview, page 181
Report Comparison
SmartPlant Instrumentation Users Guide 183
0ompar|ng Arch|ved Reports
Thi s opti on enabl es you to compare between two archi ved reports.
0ompare the 0urrent|y Prev|ewed Report w|th an Arch|ved
Report
1. I n the Print Preview wi ndow, do one of the f ol l owi ng:
On the Print Preview wi ndow tool bar, cl i ck
On the View menu, cl i ck Compare Reports.
2. I n the Report Comparison Options di al og box, cl i ck Compare two archived
reports.
3. Cl i ck OK.
4. I n the Select Archived Revisions for Report Comparison di al og box, do the
f ol l owi ng:
a. From the Compare data wi ndow, sel ect the revi si on correspondi ng to the
source archi ved report.
b. From the With data wi ndow, sel ect the revi si on correspondi ng to the target
archi ved report that you want to compare wi th the source report.
Tip
I f there i s a l ong l i st of revi si ons i n ei ther of the data wi ndows, type
the desi red revi si on number i n the Revision filter box and sel ect
Activate.
Note
I f the archi ved and the currentl y previ ewed reports are di f f erent, i n the
previ ewed report the sof tware marks the di f f erences i n col or. I f
requi red, you can set your own compari son hi ghl i ght col or and f ont
styl e to i ndi cate the di f f erences f or report di spl ay. You can al so set a
grayscal e and f ont styl e to i ndi cate the di f f erences i n a pri nted report.
For detai l s, see Setting Font and Color for Report Comparison, page
182
Related Topics
Comparing the Current Report with an Archived Report, page 184
Report Comparison: An Overview, page 181
Report Comparison
184 SmartPlant Instrumentation Users Guide
0ompar|ng the 0urrent Report w|th an Arch|ved
Report
The opti on enabl es you to compare the currentl y previ ewed report wi th an archi ved
report.
0ompare the 0urrent|y Prev|ewed Report w|th an Arch|ved
Report
1. I n the Print Preview wi ndow, do one of the f ol l owi ng:
On the Print Preview wi ndow tool bar, cl i ck .
On the View menu, cl i ck Compare.
2. I n the Report Comparison Options di al og box, cl i ck Compare the current
report with an archived report.
3. Cl i ck OK.
4. I n the Report Revision Archive di al og box, sel ect the revi si on correspondi ng to
the archi ved report that you requi re.
Tip
I f there i s a l ong l i st of revi si ons i n the data wi ndow, type the requi red
revi si on number i n the Revision filter box and sel ect Activate.
5. Cl i ck OK to reopen the Print Preview wi ndow.
Tip
I f the archi ved and the currentl y previ ewed reports are di f f erent, i n the
previ ewed report the sof tware marks the di f f erences i n col or. I f
requi red, you can set your own compari son hi ghl i ght col or and f ont
styl e to i ndi cate the di f f erences f or report di spl ay. You can al so set a
grayscal e and f ont styl e to i ndi cate the di f f erences i n a pri nted report.
For detai l s, see Setting Font and Color for Report Comparison, page
182
Related Topics
Report Comparison: An Overview, page 181
Report Comparison
SmartPlant Instrumentation Users Guide 185
v|ew|ng Arch|ved Reports
Thi s opti on enabl es you to open a report previ ew of any archi ved report. The sof tware
automati cal l y archi ves reports when savi ng report revi si ons f or the currentl y
previ ewed report. The Domain Administrator def i nes an archi vi ng opti on f or each
report.
v|ew an Arch|ved Report
1. I n the Print Preview wi ndow, do one of the f ol l owi ng:
On the Print Preview wi ndow tool bar, cl i ck
On the View menu, cl i ck Report Revision Archive.
2. I n the Report Revision Archive di al og box, sel ect the revi si on whi ch
corresponds to the archi ved report you want to vi ew.
Tip
I f there i s a l ong l i st of revi si ons i n the data wi ndow, type the requi red
revi si on number i n the Revision filter l i st, and sel ect Apply.
3. Cl i ck OK to open the archi ved report i n the Print Preview wi ndow.
Related Topics
Report Comparison: An Overview, page 181
Report Comparison
186 SmartPlant Instrumentation Users Guide
0|sp|ay|ng 0hanged 0ocuments
Thi s opti on enabl es you to di spl ay a l i st of documents f or whi ch data modi f i cati ons
have been made. To use thi s opti on, the Domain Administrator must f i rst sel ect the
Save Document Data opti on i n the Report Management di al og box f or each report
that you want to i ncl ude i n the l i st. The sof tware does not i ncl ude i n changes reports
any modi f i cati ons that you make to ti tl e bl ock macros or external symbol s such as
DCS data or non- wi ri ng tag l i sts i n enhanced reports.
The sof tware does not di spl ay data changes i n the f ol l owi ng cases:
I f you add a new i tem such as a panel or gl and i n l i st reports, because
the sof tware cannot determi ne whether the i tem i s part of the
document.
I f you remove or assi gn tags or i tems i n the Hook-ups modul e.
For the I nstrument I ndex Drawi ng Summary Browser. Changes that
you make i n the I nstrument I ndex Standard Browser are i ncl uded i n
the Browse - Instrument Index Report i tem, and not i n the
Instrument Index under the l i st of browser
0|sp|ay a L|st of 0hanged 0ocuments
1. On the Tools menu, cl i ck Changed Documents.
2. I n the Changed Documents di al og box, do one of the f ol l owi ng:
Under Document types, hi ghl i ght the desi red document types. For
mul ti pl e sel ecti on, hol d down Ctrl or Shi f t whi l e maki ng your
sel ecti on.
Sel ect the Select All check box.
3. Under Filter by, sel ect an opti on to speci f y the method of f i l teri ng. The avai l abl e
opti ons are:
Documents changed since last revision - sel ect to f i l ter documents
f or whi ch data was changed si nce the l ast revi si on of the document. I f
there i s no revi si on, the sof tware does not di spl ay that document.
Documents changed between specified dates - sel ect to f i l ter
documents f or whi ch data was changed duri ng the date range speci f i ed
by the From date and To date f i el ds.
4. Cl i ck Find to retri eve the l i st of changed documents accordi ng to the document
types and f i l ter opti ons that you speci f i ed.
5. Cl i ck Changes Report i f you want to di spl ay a report of the changed documents.
Workflow Procedures
SmartPlant Instrumentation Users Guide 187
workf|ow Procedures
workf|ow: An 0verv|ew
The Workflow opti on enabl es i nstrument engi neers to control the data entry process
f or i nstrument tags by speci f yi ng i f and when process data shoul d be entered f or a
parti cul ar tag. Workf l ow def i nes an addi ti onal l evel of access ri ghts f or i ndi vi dual
i nstrument tags, determi ned by the Workf l ow status of the tags. I n thi s way, an
i nstrument engi neer, whi l e worki ng on i nstrument data f or a parti cul ar tag, can l ock
out process engi neers f rom maki ng changes to process data unti l al l the i nstrument
data has been entered.
Example Scenario
The f ol l owi ng stages descri be a typi cal Workf l ow scenari o:
1. An i nstrument engi neer creates a new i nstrument tag and determi nes whether or
not the tag requi res process data. I n the event that the i nstrument tag does requi re
process data, the process data f i el ds of the tag become avai l abl e to the process
engi neers f or edi ti ng.
2. The process engi neer, af ter f i rst accessing the i nstrument tag f or edi ti ng of
process data, can l ock the process data f i el ds agai nst any changes wherever the
i nstrument engi neers have access ri ghts.
3. On bei ng rel eased by the process engi neer, the i nstrument engi neer can now enter
i nstrument data as requi red. The i nstrument engi neer can l ock the tag agai nst any
changes wherever the process engi neers have access ri ghts.
Related Topics
Create a Workflow Browser, page 189
Implementing Workflow, page 190
Process Data Statuses, page 192
Workflow Prerequisites, page 188
Workflow Procedures
188 SmartPlant Instrumentation Users Guide
workf|ow Prerequ|s|tes
Bef ore you can i mpl ement Workflow i n a gi ven <unit>, the System Administrator and
Domain Administrator need to perf orm the f ol l owi ng tasks:
The System Admi ni strator enabl es Workf l ow i n your domai n. For
more i nf ormati on, see the Administration module Online Help, System
Administration > Domain Management > Enable Workflow.
The Domai n Admi ni strator def i nes two groups that wi l l be responsi bl e
f or worki ng i n the areas of process engi neeri ng and i nstrument
engi neeri ng. For more i nf ormati on, see Creati ng a New Group Prof i l e
i n Onl i ne Hel p f or the Admi ni strati on modul e.
The Domai n Admi ni strator does one of the f ol l owi ng:
Associ ates Wi ndows groups wi th the SmartPl ant I nstrumentati on
process engi neeri ng and i nstrument engi neeri ng groups. For more
i nf ormati on, see the Administration module Online Help, Users,
Departments, and Groups > Create a Group for Windows
Authentication Logon Method.
Assi gns users i ndi vi dual l y to the process engi neeri ng and i nstrument
engi neeri ng groups. For more i nf ormati on, see the Administration
module Online Help, Users, Departments, and Groups > Assign Users
to Groups.
The Domai n Admi ni strator def i nes Workf l ow access ri ghts f or the
process engi neeri ng and i nstrument engi neeri ng groups. For more
i nf ormati on, see the Administration module Online Help, Domain And
Project Administration > Access Rights > Workflow Access Rights.
Note
Af ter i ni ti al i zati on of a domai n f rom a source or af ter a versi on
upgrade, i t i s essenti al to regenerate the library forms to enabl e the
Workf l ow opti ons to be used i n the Speci f i cati ons Browser. For
detai l s, see Regenerate Library Forms, page 501.
Related Topics
Create a Workflow Browser, page 189
Implementing Workflow, page 190
Workflow: An Overview, page 187
Workflow Procedures
SmartPlant Instrumentation Users Guide 189
0reate a workf|ow rowser
Important
Workflow needs to be set up by an i nstrument engi neer.
Make sure that the System Administrator and the Domain
Administrator have prepared SmartPl ant I nstrumentati on f or
Workf l ow. For more i nf ormati on, see Workflow Prerequisites, page
188.
1. Open the Browser Manager.
2. Under Browser groups, doubl e-cl i ck Workflow to expand the hi erarchy.
3. Sel ect the Instrumentation/Process Data Browser and create a new vi ew.
4. Doubl e-cl i ck the vi ew to expand the hi erarchy.
5. Cl i ck , and i n the Style setti ngs secti on, cl i ck Edit.
6. Sel ect the check boxes i n the View col umn to speci f y the f i el ds to be di spl ayed i n
the vi ew.
Important
You must i ncl ude the Process Data Status f i el d among the f i el ds
sel ected f or di spl ayi ng i n the vi ew.
7. Cl i ck Save.
8. Sel ect the Vi ew l evel i n the tree, and then cl i ck Actions > Open View.
The Browser View opens showi ng the process data statuses f or al l the i nstrument
tags i n the database. For detai l s, see Process Data Statuses, page 192
Related Topics
Implementing Workflow, page 190
Process Data Statuses, page 192
Workflow Prerequisites, page 188
Workflow: An Overview, page 187
Workflow Procedures
|mp|ement|ng workf|ow
Workflow i mpl ementati on begi ns when the i nstrument engi neer who i s goi ng to work
on parti cul ar i nstrument tags determi nes whether those tags requi re process data.
Next, those tags that do requi re process data are assi gned to a process engi neer f or
process data i nput. On compl eti on of the data i nput, the tags are reassi gned to the
i nstrument engi neer f or i nstrument data i nput.
Enter |n|t|a| |nstrument 0ata
1. Log on to SmartPl ant I nstrumentati on as a user i n the Instrument group.
2. I n the I nstrument I ndex modul e, create the i nstrument tags as you requi re and
enter appropri ate data.
3. I n the Browser Manager, under Browser groups, doubl e-cl i ck Workflow to
expand the hi erarchy.
4. Ref resh the screen by cl i cki ng .
Any new i nstrument tags shoul d be vi si bl e, wi th def aul t status: Process Data not
Required.
5. I n the Process Data Status f i el d, sel ect the requi red status of each i nstrument tag
you wi l l be edi ti ng as f ol l ows:
a. For i nstrument tags that requi re process data, sel ect status: Process Data
Required.
These tags wi l l be avai l abl e f or the process engi neer i n the Process Data and
Cal cul ati on modul es.
b. For i nstrument tags that do not requi re process data, sel ect status: Process
Data not Required.
Enter Process 0ata for |nstrument Tags
1. Log on to SmartPl ant I nstrumentati on as a user i n the Process group.
2. I n the Process Data modul e, f or each tag that requi res the addi ti on of process data,
do the f ol l owi ng:
a. Fi nd and open the tag.
b. I n the Process Data wi ndow, enter process data as you requi re.
c. On the Actions menu, cl i ck Save Process Data.
d. I n the Select a New Process Data Status di al og box, sel ect Release to
Instrument, and cl i ck OK.
190 SmartPlant Instrumentation Users Guide
Workflow Procedures
SmartPlant Instrumentation Users Guide 191
Enter Add|t|ona| |nstrument 0ata
1. Log on to SmartPl ant I nstrumentati on as a user i n the Instrument group.
2. I n the Browser Groups l i st, Workflow, sel ect the Instrumentation/Process
Data Browser and open the vi ew you created f or i t.
3. For each tag f or whi ch you want to edi t i nstrument data, make sure that the val ue
under Process Data Status i s Lock out from Process.
4. I n the I nstrument I ndex modul e, do one of the f ol l owi ng:
Open each tag i ndi vi dual l y and enter the requi red i nstrument data.
Create an appropri ate I nstrument I ndex browser vi ew f rom whi ch to
enter the data.
Related Topics
Create a Workflow Browser, page 189
Process Data Statuses, page 192
Workflow: An Overview, page 187
Workflow Procedures
192 SmartPlant Instrumentation Users Guide
Process 0ata Statuses
There are f i ve statuses that rel ate to tags under Workflow. The f ol l owi ng tabl e
provi des a descri pti on of each status and whi ch groups (i nstrument engi neers or
process engi neers) are al l owed to set and change the status i n the Workf l ow >
I nstrumentati on / Process Data Browser and i n the Process Data modul e:
Status Description Set / Changed by
Process Data
not Requi red
Tags that do not requi re process data and
theref ore are not avai l abl e to the process
engi neeri ng group.
Set and changed by
i nstrument engi neers
Process Data
Requi red
Tags avai l abl e f or process data entry by
the process engi neeri ng group (i n the
Process Data modul e or Browser).
Set by i nstrument
engi neers Can be changed
by process engi neers
Lock out
f rom
I nstrument
Tags marked f or edi ti ng by the process
engi neeri ng group and not avai l abl e to
the i nstrument group.
Set and changed by
process engi neers
Rel ease to
I nstrument
Tags avai l abl e to the i nstrument
engi neeri ng group f ol l owi ng rel ease
f rom the process group.
Set by process engi neers
Can be changed by
i nstrument engi neers
Lock out
f rom Process
Tags not avai l abl e to the process
engi neeri ng group.
Set and changed by
i nstrument engi neers

Related Topics
Create a Workflow Browser, page 189
Implementing Workflow, page 190
Workflow: An Overview, page 187
Print and Save Options
SmartPlant Instrumentation Users Guide 193
Pr|nt and Save 0pt|ons
Pr|nt|ng and Sav|ng 0ocuments: An 0verv|ew
You can pri nt or save documents contai ni ng essenti al data f rom every modul e.
Documents that can be pri nted i ncl ude al l reports, and some vi sual presentati ons of
data such as poi nt-to-poi nt wi ri ng di agrams. Sel ecti ng to previ ew a document
ensures that i t wi l l be pri nted the way you want and enabl es you to speci f y the f i l e
f ormat i f you want to save the document.
Related Topics
Editing Document Headers, page 201
Modifying Printer Settings, page 198
Previewing Documents, page 194
Printing Documents, page 196
Saving Documents, page 199
Saving in DXF Format, page 200
Print and Save Options
194 SmartPlant Instrumentation Users Guide
Prev|ew|ng 0ocuments
The opti on to previ ew a document i s avai l abl e whenever you sel ect a report, a poi nt-
to poi nt wi ri ng di agram f or pri nti ng, or i f you sel ect the Print Preview opti on f rom a
browser vi ew.
Note
The Print Preview di al og box appears onl y af ter you sel ect Always or
Ask user i n the General tab of the Preferences di al og box.
The Print Preview di al og box appears onl y af ter you sel ect Always or Ask user i n
the General tab of the Preferences di al og box.
Prev|ew a 0ocument
1. Sel ect the report you want to di spl ay and when prompted to previ ew the report,
cl i ck Yes.
2. Cl i ck to adj ust the currentl y di spl ayed report's magni f i cati on l evel .
3. I n the Zoom di al og box, do one of the f ol l owi ng:
I n the Magnification secti on, sel ect a predefi ned magni f i cati on l evel :
200%, 100% (the def aul t l evel ), 65%, or 30%.
Type the requi red magni f i cati on l evel i n the f i el d next to the Custom
opti on button.
4. Cl i ck OK to return to the Print Preview wi ndow at the sel ected magni f i cati on.
5. I n the case of reports consi sti ng of several pages or mul ti pl e reports, navi gate
usi ng the f ol l owi ng opti ons:
Click... ...or on the View
menu, click
...to do this:

First Page Browse to the f i rst page of a mul ti -page report.
You can al so move through the pages of a report
usi ng the verti cal scrol l box. Cl i cki ng the scrol l
box di spl ays the current page number.

Previous Page Browse to the previ ous page of a mul ti -page
report

Next Page Browse to the f ol l owi ng page of a mul ti -page
report

Last Page Browse to the l ast page of a mul ti -page report

First Report Browse to the f i rst report (avai l abl e wi th mul ti pl e
report sel ecti on onl y).
Print and Save Options
SmartPlant Instrumentation Users Guide 195
Click... ...or on the View
menu, click
...to do this:

On the View menu,
cl i ck Previous
Report
Browse to the previ ous report (avai l abl e wi th
mul ti pl e report sel ecti on onl y).

Next Report Browse to the f ol l owi ng report (avai l abl e wi th
mul ti pl e report sel ecti on onl y).

Last Report Browse to the l ast report (avai l abl e wi th mul ti pl e
report sel ecti on onl y).

Related Topics
Modifying Printer Settings, page 198
Printing Documents, page 196
Saving Documents, page 199
Print and Save Options
196 SmartPlant Instrumentation Users Guide
Pr|nt|ng 0ocuments
Dependi ng on the opti ons you sel ected, pri nti ng i s avai l abl e di rectl y when you sel ect
a document f or pri nti ng, or you can pri nt a document f rom a pri nt previ ew. Thi s
procedure ref ers to general pri nti ng. For detai l s of batch pri nti ng to .pdf f i l es, see
Previewing Documents, page 194.
Note
I f your def aul t pri nter i s Acrobat PDFWri ter, you must perf orm the
f ol l owi ng operati on i n the Regi stry Edi tor: i n the regi stry path
HKEY_CURRENT_USER\Sof tware\Adobe\Acrobat PDFWri ter, set
the SZ Busy key val ue to NULL.
Pr|nt 0ocuments
1. Sel ect the desi red i tems f rom whi ch you can pri nt reports, and on the appropri ate
mai n menu or, i f avai l abl e, on a shortcut menu, cl i ck the report that you want to
pri nt.
2. I f a pri nt previ ew prompt appears, do one of the f ol l owi ng:
Cl i ck Yes to di spl ay a pri nt previ ew of one or more reports.
Cl i ck No to pri nt the reports di rectl y to a pri nter or a f i l e.
3. To pri nt a report f rom a pri nt previ ew to a pri nter or a f i l e, do one of the
f ol l owi ng:
I n the Print Preview wi ndow, cl i ck to pri nt the currentl y sel ected
report.
I n the Print Preview wi ndow, cl i ck to pri nt al l the retri eved
reports or documents i n batch mode.
Note
I f you choose to di rectl y pri nt a report wi thout previ ewi ng i t, and the
parti cul ar report usual l y i ncl udes pri nti ng parameters when vi ewed i n
the Print Preview wi ndow (f or exampl e, sel ecti on of a group
separator), a di al og box opens to enabl e you to sel ect those same
parameters pri or to pri nti ng.
Related Topics
Modifying Printer Settings, page 198
Previewing Documents, page 194
Saving Documents, page 199
Print and Save Options
SmartPlant Instrumentation Users Guide 197
atch Pr|nt|ng 0ocuments to P0F F||es
SmartPl ant I nstrumentati on supports batch pri nti ng of the f ol l owi ng documents to
.pdf f i l es:
Enhanced reports.
Speci f i cati on sheets.
Bi nder packages f rom the Document Bi nder modul e.
Related Topics
Modifying Printer Settings, page 198
Previewing Documents, page 194
Printing Documents, page 196
Saving Documents, page 199
Print and Save Options
198 SmartPlant Instrumentation Users Guide
Vod|fy|ng Pr|nter Sett|ngs
Thi s opti on enabl es you to vi ew and modi f y the current pri nter setti ngs, i f requi red.
You can sel ect a standard paper si ze wi th predef i ned wi dth, hei ght, and ori entati on or
customi ze these setti ngs as requi red. Furthermore, you can save your setti ngs as
def aul t f or f uture pri nt sessi ons. You can customi ze your own paper wi dth, hei ght,
and ori entati on and i ncl ude these val ues i n the def aul t setti ngs. Note, that some
reports have thei r ori entati on hard-coded, theref ore onl y the hard-coded setti ngs wi l l
appl y.
Notes
Al l your page setti ngs appl y to al l reports and documents that you pri nt
and they are true f or al l pl ant hi erarchy l evel s (domai n, <plant>,
<area>, and <unit>).
Al l your page setti ngs appl y to your l ocal machi ne onl y and do not
af f ect other users of SmartPl ant I nstrumentati on.
I f you want to change the page setup f or the current pri nt sessi on onl y,
do not cl i ck Default, j ust make your changes and cl i ck OK.
When savi ng your setti ngs as def aul t, the sof tware stores the val ues i n the I ntool s.i ni
f i l e under the [ PRI NTER] secti on. I f you want the sof tware to cal cul ate the requi red
paper si ze f rom the Wi ndows pri nter dri ver setti ngs, open the I ntool s.i ni f i l e and
under the [ PRI NTER] secti on, remove the semi -col on bef ore the f ol l owi ng
parameters:
LEFTMARGI N
RI GHTMARGI N
TOPMARGI N
WI DTH
HEI GHT
ORI ENTATI ON
HRES
VRES
Add a semi -col on bef ore the PAPERSI ZE parameter.
For addi ti onal i nf ormati on about thi s opti on, cl i ck Help i n the Page Setup di al og
box.
Related Topics
Previewing Documents, page 194
Printing Documents, page 196
Print and Save Options
SmartPlant Instrumentation Users Guide 199
Sav|ng 0ocuments
When you di spl ay a document, you can choose to save i t as a f i l e. Thi s secti on
descri bes the vari ous methods avai l abl e f or savi ng documents.
Save the 0urrent 0ocument to a F||e
1. Wi th the Print Preview wi ndow open, cl i ck .
2. I n the Save As di al og box, sel ect one of the f ol l owi ng data f ormats:
Original: Saves the report data i n al l the f i el ds, i ncl udi ng the ones that
are not vi si bl e i n the previ ew (f or exampl e, i nternal database I D
numbers). Thi s opti on i s recommended i f you want to save the f i l e i n
.psr or .xl s f ormat, or i f you want to re-i mport the data i nto SmartPl ant
I nstrumentati on at a l ater stage.
Data Only: Saves onl y the report data that i s vi si bl e i n the previ ew.
Thi s opti on i s recommended f or easi er vi ewi ng of the data, and al so
enabl es you to mani pul ate the headers and sel ect the col umns you
want to di spl ay.
3. Cl i ck OK and navi gate to the l ocati on where you want to save the f i l e.
4. Sel ect the requi red f i l e f ormat and type the name of the f i l e, then cl i ck Save.
Related Topics
Editing Document Headers, page 201
Saving in DXF Format, page 200
Print and Save Options
200 SmartPlant Instrumentation Users Guide
Sav|ng |n 0XF Format
I f you use SmartSketch or AutoCAD, you can save any report i n the .dxf f ormat f or
i nserti on i nto a CAD drawi ng. Thi s opti on i s avai l abl e when you sel ect to save a
document as a f i l e f rom a Print Preview wi ndow. On sel ecti ng to save the f i l e i n a
.dxf f ormat, you can speci f y the report i nserti on parameters i n the target CAD
drawi ng, def i ne certai n di spl ay properti es, and set the sof tware to i ncl ude the ti tl e
bl ock and f rame, i f needed.
Save a 0ocument |n 0XF Format
1. Wi th the Print Preview wi ndow open, cl i ck .
2. I n the Save As di al og box, sel ect DXF File.
3. I n the Save As DXF Options di al og box, sel ect Include title block and frame
with report to save the report wi th the ti tl e bl ock (whi ch i ncl udes the l ogo and
generi c report data) and the f rame.
Tips
Cl ear the check box to excl ude the ti tl e bl ock and f rame f rom the
saved report i f the CAD package has i ts own f rame.
I f you are worki ng i n batch mode to save a number of f i l es that are to
be opened i n SmartSketch or AutoCAD, you can automate the process
as f ar as possi bl e.
4. Def i ne the report pl acement parameters and other opti ons as f ol l ows:
File Description
I nserti on poi nt The X and Y coordi nates f or the i nserti on poi nt of the report i n the
CAD f i l e def i ne the di spl acement f rom the l ower-l ef t corner of the
CAD f i l e. The upper-l ef t corner of the report i s i nserted at thi s
l ocati on. Thi s means that i f the i nserti on poi nt i s def i ned as X=0
and Y=0, the report appears outsi de the CAD drawi ng f rame, under
the l ower f rame l i ne.
Scal e f actor The scal e f actor determi nes the si ze of the report so that i t wi l l f i t
i nto the CAD drawi ng.
Font hei ght
coef f i ci ent /
Font wi dth
coef f i ci ent
Font hei ght and wi dth coef f i ci ents f or the text characters i n the
report. Thi s opti on i s needed because the sof tware cal cul ates the
f ont si ze i ndependentl y of the si ze of the report, whereas a CAD
appl i cati on scal es the f ont wi th the report as a whol e.
Print and Save Options
SmartPlant Instrumentation Users Guide 201
File Description
Change bl ack
report col or to
Type the val ue of the col or to be used as a substi tute f or bl ack. Al l
reports are di spl ayed i n bl ack-and-whi te. I f vi ewi ng the report i n a
CAD appl i cati on wi th a bl ack background, an al ternati ve
f oreground col or needs to be used. The recommended val ue i s 7.

5. Browse to the target f ol der and cl i ck OK.
Ed|t|ng 0ocument headers
When you sel ect to save a document as a f i l e f rom the Print Preview di al og box and
you choose to save i t as data onl y, you have the opti on of savi ng the data wi th or
wi thout headers. Furthermore, i f you sel ect to i ncl ude the headers wi th the data, you
can al so edi t them. Thi s i ncl udes the possi bi l i ty of exporti ng the headers to a separate
text f i l e.
Ed|t the headers for a Report
1. Wi th the Print Preview wi ndow open, cl i ck .
2. I n the Save As di al og box, sel ect Data Only.
3. Sel ect the Allow Headers check box.
4. Sel ect the Edit Headers check box and cl i ck OK.
5. Sel ect the requi red f i l e f ormat and f i l e path and cl i ck Save.
6. I n the Edit Column Headers di al og box, sel ect the Incl. check box f or the
col umns you want to i ncl ude i n the output f i l e.
7. Under the Header Text col umn, edi t the text as requi red.
8. Under the Width col umn, change the maxi mum text wi dth (number of characters
al l owed) as requi red.
9. I f you want to save the header setti ngs i n thi s screen to a text f i l e:
a. Cl i ck Export Headers.
b. I n the Export to File di al og box, navi gate to the requi red l ocati on and enter a
f i l e name.
c. Cl i ck Save.
Note
I f an external header text f i l e exi sts, you can cl i ck Import Headers to
l oad the data i nto the Export to File di al og box.
Related Topics
Saving Documents, page 199