Create Configurations

To create a new configuration, select the Create new configuration option, and click Next >.

The following configuration settings are then displayed:

The source data is the data that will be the basis of comparison.

Enter the name of the configuration in the Configuration Name field and select the element type that the configuration is concerned with from the Element Type list.

The user can create different configurations for different types of elements such as Equipment, Pipes etc.

From the Name Attribute list, select the attribute of the selected element type which is to serve as the name attribute of items in the source.

From the Unique Attribute list, select the attribute which is to serve as the unique key attribute of source items.

Click Next >. The following configuration settings are then displayed:

The target data is the data in the selected AVEVA P&ID database. Target data is compared against source data.

If required, the Compare/Update facility can be used to update a different AVEVA P&ID Reports database from that of the current project. For example, the user can update the P&ID Reports database of the IPE project using the SAM project's Compare/Update functionality. These destination databases are configured in the AVEVA P&ID Project Administration program (in the Project Database – Compare/Update Settings pane).

Select the required destination database from the Destination Datasource list.

From the Object Type list select the type of object in the target database.

Select the required destination name and unique attributes from the lists provided.

If the Compare/Update procedure finds unmatched objects, it can create corresponding new objects in the target database. Check Allow Insertion if this is to be enabled.

Click Next >. The following configuration settings are then displayed:

Add filters to limit the population of source data that will be used in the comparison.

Click Add Filter to add a filter condition and specify its details in the row that is then displayed.

To add a further filter condition, select either the AND or OR "join" as required, then click Add Filter again and enter the second condition.

Continue until all required conditions have been entered.

Note:

• For filter conditions IN and NOT IN user will have to provide each string value in "double quotes".

• If there are multiple values, then values should be comma separated (for example, for the IN condition, multiple values can entered as follows "AAA","BBB","CCC", and in case of a single value as follows "AAA").

• In the case of integer values, users do not need to enter double quotes.

• For all other conditions, the user will provide only a single value. Double quotes are not required for string values and integer values.

To delete a condition, select it and click Delete Filter.

Click Next >. The following configuration settings are then displayed:

Click on Add Mapping to add an empty attribute mapping row to the list, then select the source and target attributes in the dropdown lists.

If the data source is an AVEVA Engineering database, additional attribute mapping options relating to units are available:

Note: For the complete procedure for converting units when transferring data from AVEVA Engineering, including the configuration required in the main AVEVA P&ID application, refer to Convert Units when using Compare and Update to Export from Engineering to AVEVA P&ID.

Click in the required row in the Conversion Settings column. The Unit Conversion dialog opens:

The dialog displays the source unit (for example, mm) and unit type (for example, Distance).

Use the Conversion Style options to define the conversion. The following are available.

• Remove

  If this option is selected for an attribute, then the unit of that attribute will be removed and only the value will appear.

  For example, the units of a line size attribute may be removed (100 mm to 100).

• Convert

  If this option is selected for an attribute then the unit for that attribute will be converted into another unit based on the conversion list (for example, Metric <> Imperial) defined in the AVEVA P&ID Administrator application.

  For example, the units of a line size attribute may be changed from millimetres to inches.

Use the Test Conversion options to check that the conversion will work as required:

1. Enter a value in the Source Value field.

2. Select Convert. The converted value is then displayed in the Converted Value field.

3. Select Swap Units to check the opposite conversion using the same value.

To remove a mapping row, select it and click Delete Mapping.

Click Finish, and then OK to create the new configuration.

Basic Mappings

Refer to Appendix - Compare/Update Basic Mappings.

Note: Presently elements types such as Nozzles and Line Fittings cannot be considered by the Compare/Update facility.