Create a New Project

Note: SQL Server Administration rights are required to create a SQL Project Database (DB). The Server Name is also required.

1. The Create a New AVEVA Instrumentation Project window is displayed either after a Workgroup file has been selected as described previously, or when you click New on the Select an AVEVA Instrumentation Project window (accessed from the Open Project option in the Setup tab of AVEVA Engineering modules).

   

2. Fill out the following fields:

   • Project Name or No: Enter the Project name or number.

   • Project Fields: Populate the other Project fields such as Project Description, Plant Name, Client Name, etc.

   • Share with Electrical: If Project equipment and cables are to be shared with an AVEVA Electrical Project, check this checkbox.

     Note: Once sharing has been selected, it cannot be deselected.

   • SQL Server: Click the [...] button to display the SQL Server login window, used to create the new Project database on a selected SQL Server. For more details, refer to SQL Server Setup.

   • Copy: Select one of the following options as required:

   • Empty Project: The default option. A new blank Project with no Project data and the default security settings will be created if this option is selected.

   • Demo Project: AVEVA Instrumentation includes a Demo Project DB which can be copied for the purposes of evaluating or testing AVEVA Instrumentation. Select this option if the new Project is to be a copy of the AVEVA Instrumentation Demo Project.

   • Packaged Project: Projects can be "packaged", that is saved to a single package (.pkg) file. When new Projects are created, a packaged Project can be selected. Project setting and data are copied from the packaged Project.

     Note: Refer to the Instrumentation Security Manager documentation for the procedure for packaging Projects.

     When the Packaged Project option is selected, the Package File field and ... button become active. Click the ... button to browse for and select the required package file. The location and file name of the selected file is then displayed in the Package File field.

   • Project Folder: This is the ‘root’ Project folder. By default, once entered (or browsed to), the other Project folder names are automatically completed using this root. These can subsequently be edited if required (see below).

     If the Project is a copy of the demo or of a packaged Project, most of these fields will be automatically completed. They may be amended if required.

     Note: AVEVA Instrumentation will create all the Project folders if they do not already exist when Save is clicked.

   • File Locations/Folders: Design database: The SQL Server database Name.

     Note: If multiple AVEVA Instrumentation Users are to work on the Project then these folders should be located on a common network drive accessible to all these Users and the mapped drive letter must be the same for all these Users.

   • Other Folders: All other folder names are User-definable but (logically) should reside under the same root folder for ease of management. Although in theory everything could be located in the same folder, this would be difficult to manage as the number of files grows. Therefore it is recommended that each group of files is located in a different subfolder.

     When the Project details have been entered, click Save.

     AVEVA Instrumentation will then create the new Project DB on the nominated Server. AVEVA Instrumentation will also create all the Project folders if they do not already exist.

     If a packaged Project was selected to copy from, a window displaying the progress of the extraction of data from the package file is displayed:

     

3. Once created AVEVA Instrumentation will show the new Project in the Select an AVEVA Instrumentation Project window.

   When an AVEVA Instrumentation module is started, if only a single Project has been created (and so is listed in the Workgroup file), this Project will be automatically selected and opened.

   If more than one Project has been created, then the Select an AVEVA Instrumentation Project window is displayed, from which the required Project can be selected:

   

4. To create further Projects, select the New button on the Select an AVEVA Instrumentation Project window.

   The Create a New AVEVA Instrumentation Project window is then displayed, and should be completed as described above.

   The Select an AVEVA Instrumentation Project window can also be opened by selecting the Open Project option from the Project tab of AVEVA Instrumentation modules.

   Note: To remove a Project from the list in the Select an AVEVA Instrumentation Project window, delete it using the Projects > Edit Projects facility of Instrumentation Security Manager. Simply select a Project from the form that opens and press the keyboard Delete key. The SQL Server DB on the DB Server will not be affected.

   The Project details, including Project folders, may be edited after a Project has been created by selecting the Edit Project option from the Project tab of AVEVA Instrumentation modules (once a User has logged on to the Project). However, AVEVA Instrumentation will not move any existing files to any new folders. After folder creation, this must be done manually.