Export Data to a P&ID Reports Database

This procedure is used to:

• Validate drawings.

• Export data from drawings in unconsolidated form to an intermediate "raw" database, from where it must subsequently be consolidated using AVEVA P&ID Reports facilities.

• Export consolidated drawing data for the current drawing directly into an AVEVA P&ID Reports database.

  Note: The export utility can be accessed both from within AVEVA P&ID, and without opening AVEVA P&ID from the Programs menu.

  Note: The project may be set to automatically export data in unconsolidated form from drawings whenever they are saved.

The P&ID Reports database is logged into using the user role and password specified when the AVEVA P&ID project was opened, refer to Start and Exit AVEVA P&ID.

Associated Project Configuration Options

• The P&ID Reports database to which data is exported are specified in the P&ID Reports Configuration Category of the AVEVA P&ID Project Administration program.

• The default setting of the Consolidate checkbox on the Synchronizing dialog is controlled by the setting of the Consolidate Reference Object with Parent Object checkbox on the P&ID Reports - Settings Sub-Category.

• The default setting of the ISO Export checkbox on the Synchronizing dialog is controlled by the setting of the ISO Export on Synchronization checkbox on the P&ID Reports - Settings Sub-Category.

• The line properties to be compared when attempting to consolidate lines present on multiple P&IDs in the P&ID Reports database are selected in the P&ID Reports - Settings Sub-Category.

• If the process owners of components on pipes are to be recorded in AVEVA P&ID Reports as the pipe segments to which they belong, the Pipe Size Connection Output checkbox in the Pipes - Settings Sub-Category must be checked. If it is not checked, the process owners of components on pipes will be recorded as the main pipes they belong to, instead of one of their segments.

• Whether or not skids can be listed as the sources/destinations of pipes in AVEVA P&ID Reports is specified in the Equipment - Skid Settings Sub-Category. Whether skids are to be identified by their tag numbers or by skid dataset property values in this context in AVEVA P&ID Reports is also specified in that sub-category.

• If the Export VPO as Line-Fitting checkbox is checked in the Line Fittings – Settings Sub-Category, port valves will be exported to P&ID Reports as line fittings. If it is not checked (the default setting), they will be exported to P&ID Reports as valves.

• A DataSet attribute can be selected for export to the Reporting database as the SPP Tag property of Line Fittings. The attribute is created and selected using the Line Fittings – Tag Format Sub-Category.

• If data is to be automatically exported in unconsolidated form from drawings whenever they are saved, the USER_SYNCHRONIZATION_ON_SAVE user-defined directive in the Miscellaneous – Settings Sub-Category should be set to ‘Yes’.

• If duplicate equipment is to be merged as part of the consolidation process in AVEVA P&ID Reports, the USER_MERGEDUPLICATEEQUIPMENT user-defined directive in the Miscellaneous – Settings Sub-Category should be set to ‘Yes’.

• If duplicate instruments are to be merged as part of the consolidation process in AVEVA P&ID Reports, the USER_MERGEDUPLICATEINSTRUMENTS user-defined directive in the Miscellaneous – Settings Sub-Category should be set to ‘Yes’.

• If duplicate loops are to be merged as part of the consolidation process in AVEVA P&ID Reports, the USER_MERGEDUPLICATELOOPS user-defined directive in the Miscellaneous – Settings Sub-Category should be set to ‘Yes’.

• If any nozzle tag is to be removed from the source/destination label when transferred to P&ID Reports if pipe is connected to equipment, the USER_REMOVENOZTAGFROMLLIST user-defined directive in the Miscellaneous – Settings Sub-Category should be set to ‘Yes’.

• If the sources and destinations of pipes in P&ID Reports are be listed as their start and end nodes instead of the graphically connected entities, the USER_IGNORE_GRAPHICAL_CONNECTION_SYNC user-defined directive on the Miscellaneous – Settings Sub-Category should be set to ‘Yes’.

• The tolerance value for all geometrical operations in the synchronise utility is specified using the USER_SYNCH_TOLERANCE user-defined directive in the Miscellaneous – Settings Sub-Category.

• If data is to be synchronised in the background (for example, without displaying the Synchronizing dialog), the NETOUTPUTBATCH command must be entered against the USER_COMMANDNAME user-defined directive on the Miscellaneous – Settings Sub-Category.

• Whether or not instruments and lines exported to P&ID Reports with no numbers are to be automatically assigned unique incremented numbers is controlled by the setting of the USER_ASSIGNINSNUMBERS and USER_ASSIGNLINENUMBERS user-defined directives on the Miscellaneous – Settings Sub-Category.

Exporting Drawings with Pipes Connected to Other Drawings

The following issues should be considered when exporting data from drawings that include pipes that connect to pipes in other drawings.

Issue 1: When exporting a pipe connected to a drawing in a different project and database, the second drawing data does appear to be available.

The following procedure must be carried out:

1. Commit the first drawing in first database.

2. Commit the second drawing in second database.

3. Commit the first drawing in first database again.

This is necessary because when the first drawing is first committed, the application will not be able to find the connected line data in the second drawing, since it is not yet committed.

Issue 2: The application has disconnected a page connector during synchronization and consolidation.

If there is a mismatch between the properties of connected pipes, then during synchronization and consolidation the application will remove the link between the two page connectors. This may occur if there is a change in pipe data in one drawing and the other drawing is not updated with these changes.

If the Auto Propagate pipes data across drawings checkbox in the Miscellaneous – Settings Sub-Category of the AVEVA P&ID Project Administration program is checked then modified pipe properties in a drawing are automatically propagated to connected drawings when opening them or navigating to them (if already opened).

If the checkbox is not checked, changes to properties can be propagated manually to a connected pipe as follows:

4. Select the appropriate connector symbol on The Drawing Page, then select Propagate from the shortcut menu.

5. The pipe properties are then propagated to the other drawing, which is automatically opened.

   If the connected drawing is already open, it will close and the re-open automatically, and the propagation will then take place.

   If the connected drawing is unavailable for editing, an error message is displayed and the propagation does not take place..

Procedure

The export utility can be accessed both from within AVEVA P&ID and from the The Graphical User Interface. Refer to:

Export from within AVEVA P&ID

6. Start the procedure by either:

   • selecting Synchronize from the drawing shortcut menu of the Engineering Explorer, or

   • selecting the Synchronize option in the P&ID Reports group of the Manage tab, or

   • selecting the Consolidate option in the P&ID Reports group of the Manage tab.

   Select the first two options to export data to AVEVA P&ID Reports using the Synchronizing dialog. Consolidation in this case is optional.

   Continue at step 3.

   To export data to AVEVA P&ID Reports and consolidate automatically, without using the dialog. Select the third (Consolidate) option. Continue at step 2.

7. If the Consolidate option was selected, the drawing is then synchronized and the exported data is transferred to the AVEVA P&ID Reports database in consolidated form. The progress of the process is displayed in a bar under the drawing.

8. If either of the Synchronise options was selected, the Synchronizing dialog will then be displayed:

   

9. If the AVEVA P&ID Reports database is to be populated with the exported data in consolidated form, check the Consolidate checkbox.

   Note: If this option is selected the synchronisation procedure may take longer to complete.

   If data in unconsolidated form is to be exported to an intermediate or "raw" database, leave the checkbox unchecked.

10. If, as part of the procedure, drawings are to be checked for label uniqueness (for example, that each label is unique within the project - see Label Validation across all Project P&IDs for details), check the Check for Inconsistencies checkbox.

11. If an export to an ISO 15936 format XML file is to take place during the process, make sure the ISO Export checkbox is checked.

12. To select the drawings to be exported from, select the >> Details button. The dialog then expands to display the list of project drawings:

    

    This list can be filtered if required, using the standard filtering facilities available from the row under the column headings of the list.

    To select a drawing, click its Select Drawing checkbox. The checkbox for the current drawings is checked by default.

    To check all the Select Drawing checkboxes, check the Select All checkbox.

13. To start the export process, click Synchronise.

    The progress of the procedure overall is displayed using a progress bar. The progress of the procedure for each individual drawing selected for export is displayed in the Result fields of these drawings.

    While synchronisation is in progress the label of Synchronise button changes to Cancel. Select this button to abort the procedure.

    

14. The Tasks pane displays the list of synchronisation tasks and the status of these tasks: Processing , Complete , Fail , or Pending.

15. The Details pane displays processing details of each engineering item, for example, error , warning and success messages.

    If the Details pane is to only display error and warning messages, check the Show Error and Warning Messages Only checkbox.

16. Double-click on a message to select the item on the drawing. Any errors and warnings associated with the item can then be fixed.

    Note: Error and warning messages for all drawings can be viewed and added to the drawing using the P&ID Data Grid. These can be deleted individually as required, or all them can be deleted at once using the Delete Error Blocks procedure. When a drawing is synchronised any errors and warning already present on the drawing are deleted automatically.

17. Once a drawing is fully processed, is displayed in its Result field.

18. The Synchronise dialog remains open so that further items can be selected and problems resolved.

19. A log file is generated by the synchronisation procedure for each drawing that is processed, which lists the messages displayed in the Details tab. Click View Log for the drawing to open this file in Notepad.

20. If consolidation took place as part of the process (for example, if the Consolidate checkbox was checked), the messages in the Details pane will include a link: "View Consolidation Log File". Clicking on this link will open (in a browser window) the log file.

    

21. A redraw may be required at the end of the process to remove the highlighting which appeared during the pipe validation.

Export from outside of AVEVA P&ID

22. The AVEVA P&ID Synchronize Utility can be opened from the The Graphical User Interface. Open the launcher by clicking on the AVEVA P&ID 12.2.SP3 desktop shortcut:

    

23. Select the required project from the row of tiles along the top of the screen by clicking on it. Use the arrow buttons < > at each end of the row of these tiles to browse through the list of projects.

24. Once a project is selected, the launcher will then open a tile displaying the name and description of that project (click the >> button in that tile to return to the list of projects).

    

25. If the project is setup to be logged into using SQL Server Security, the SQL user name and password fields are displayed. Enter the user and password. The project server is also displayed.

26. Test that the entered details are valid by selecting Test Connection. A message will then be displayed indicating whether or not the connection details are valid. For example:

    

27. If the test connection is successful, or if the project is setup to be logged into using Windows Integrated Security, the user name and password fields are displayed. The project server is also displayed. The User field includes a list of all project users. Complete these fields as required. Then navigate to the Synchronise Data tile and click on it (use the arrow buttons < > at each end of the row of tiles to browse the list of applications).

    

28. The Synchronizing dialog is then opened. The dialog displays the list of project drawings:

    

    This list can be filtered if required, using the standard filtering facilities available from the row under the column headings of the list.

29. If the AVEVA P&ID Reports database is to be populated with the exported data in consolidated form, check the Consolidate checkbox.

    Note: If this option is selected the synchronisation procedure may take longer to complete.

    If data in unconsolidated form is to be exported to an intermediate or "raw" database, leave the checkbox unchecked.

30. If, as part of the procedure, drawings are to be checked for label uniqueness (for example, that each label is unique within the project - see Label Validation across all Project P&IDs for details), check the Check for Inconsistencies checkbox.

31. If an export to an ISO 15936 format XML file is to take place during the process, make sure the ISO Export checkbox is checked.

32. To select a drawing for export, click its Select Drawing checkbox.

    To check all the Select Drawing checkboxes, check the Select All checkbox.

33. To start the export process, click Synchronise.

    The progress of the procedure overall is displayed using a progress bar. The progress of the procedure for each individual drawing selected for export is displayed in the Result fields of these drawings.

    While synchronisation is in progress the label of Synchronise button changes to Cancel. Select this button to abort the procedure.

34. The Tasks pane displays the list of synchronisation tasks and the status of these tasks: Processing , Complete , Fail , or Pending.

35. The Details pane displays processing details of each engineering item, for example, error , warning and success messages.

    If the Details pane is to only display error and warning messages, check the Show Error and Warning Messages Only checkbox.

    Note:Error and warning messages for all drawings can be viewed and added to the drawing using the P&ID Data Grid (see View Errors and Warnings and Add them to Drawings). These can be deleted individually as required, or all them can be deleted at once using the Delete Error Blocks procedure. When a drawing is synchronised any errors and warning already present on the drawing are deleted automatically.

36. Once a drawing is fully processed, is displayed in its Result field.

37. A log file is generated by the synchronisation procedure for each drawing that is processed, which lists the messages displayed in the Details tab. Click View Log for the drawing to open this file in Notepad.

38. If consolidation took place as part of the process (for example, if the Consolidate checkbox was checked), the messages in the Details pane will include a link: "View Consolidation Log File". Clicking on this link will open (in a browser window) the log file.