Guidelines for Selecting Item Types and Defining Merger Settings - Intergraph Smart Instrumentation

Guidelines for Selecting Item Types and Defining Merger Settings - Intergraph Smart Instrumentation - Help

Intergraph Smart Instrumentation Help

Language

English

Product

Intergraph Smart Instrumentation

Search by Category

Help

Smart Instrumentation Version

13.1

The following tables provide some specific guidelines to help you define the settings for merging various Smart Instrumentation items. Remember to define these settings before merging the items. If you run merger several times to merge different tables, make sure you clear the previous selections.

Selected Option	Settings	Merged Data	Comments
Instrument Type	General: Update existing data Comparison Options: Insert/Update Include all reference tables	All references as per instrument type profile: wiring supporting tables, defaults for cable, panel and connection types, I/O types, location, hook-ups and hook-up types, specification forms
Equipment	General: Update existing data	Equipment type and equipment custom fields
Line	General: Update existing data Comparison Options: Insert/Update Include all reference tables	Line type process data insulation, lines, and line custom fields
Loop	General: Update existing data Identical source and tag Comparison Options: Insert/Update Include all reference tables	Loop reference tables, loops, loop custom fields, specification forms	New loops will automatically be added if new tags are added from the source.
Tag Numbers – No Wiring	General: Update existing data Identical source and tag Comparison Options: Insert/Update Include all reference tables Wiring Selections, Selection by Tag No Wiring, Selection by Panel/Cable Without Connections	Wiring supporting tables Associated instrument types Associated index and loop tables Loop drawing information Blocks/cells and types Process data, specifications and revisions Associated custom fields Associated hook-up data	Merges all associated reference tables. No wiring will be merged or changed for selected tag numbers. Selecting With Connections will not affect/add any wiring data.
Tag Numbers – Instrument Wiring (Field Devices only)	General: Update existing data Identical source and tag Comparison Options: Insert/Update Include all reference tables Wiring Selections Selection by Tag Instrument Wiring Selection by Panel/Cable Without Connections	Wiring supporting tables Associated instrument types Associated index and loop tables Loop drawing information CAD drawing block types and blocks Process data specifications and revisions Associated custom fields Associated hook-up data Field device cables, panels, and their connections on the instrument side	Control System tags will not be merged If the With Connections option is selected, additional panels, cables, and connections will not be added (junction boxes and marshaling racks) unless these are selected from Panel/Cable lists.
Tag Numbers – All Wiring	General: Update existing data Identical source and tag Comparison Options: Insert/Update Include all reference tables Wiring Selections Selection by Tag Instrument Wiring Selection by Panel/Cable Without Connections	Wiring supporting tables Associated instrument types Associated index and loop tables Loop drawing information Blocks/cells and types Process data specifications and revisions Associated custom fields Associated hook-up data Field device cables, panels, and their connections on the instrument side All associated panels and cables that the signals go through	Will only connect the wires associated with the selected tag numbers. If the With Connections option is selected, additional panels, cables, and connections will be added for all the selected panels.
Cable or Panel (Plant or Default)	General: Update existing data Comparison Options: Insert/Update Include all reference tables Wiring Selections Selection by Panel/Cable Without Connections	Panel/cable structures without connections Panel/cable supporting tables	Connections can be merged if selected from the Merger Comparison List - Wire Terminal dialog. This will include additional information as required. If you select connections (by cables) with signals, field device cables will be selected to be merged but they will not be connected. The Selection by Tag setting has no effect in this case.
Cable (with connections) Working in this mode makes the Merger Utility select more panels, cables, and connections than selected. This is due to signal relations. If you are not sure, choose the Without connections option.	General: Update existing data Comparison Options: Insert/Update Include all reference tables Wiring Selections Selection by Panel/Cable With Connections	Complete cable structures (cable/set/wires) and supporting tables All the panels / strips / terminals that are required to connect their wires Instrument Index – tag numbers and their loop and supporting table records Specifications and process data Loop and Hook-Ups module associated data (for tag numbers) Wire connections All associated custom field data	You can cancel the selection of cable connections on the Merger Comparison List - Wire Terminal dialog. Additional panels, cables, and all their connections will be added and processed if connections with signals are involved. The Selection by Tag setting has no effect in this case.
Panel (with connections) Working in this mode makes Merger select more panels, cables, and connections than selected. This is due to signal relations. If you are not sure, choose the Without connections option.	General: Update existing data Comparison Options: Insert/Update Include all reference tables Wiring Selections Selection by Panel/Cable With Connections	Complete panel structures (panel/strip/terminals) and supporting tables All the cables connected to the selected panel / strip, including the cable supporting tables Instrument Index – tag numbers and their loop and supporting table records Specifications and process data Loop and Hook-Ups module associated data (for tag numbers) Wire connections, including jumpers and cross wires connected to the selected panels / strips All associated custom field data	You can cancel the selection of cable connections on the Merger Comparison List - Wire Terminal dialog. You can cancel the selection of jumpers and cross wires in appropriate dialog boxes. Additional panels, cables, and all their connections will be added and processed if connections with signals are involved. The Selection by Tag setting has no effect in this case.
Control System Tag If With connections is selected, the entire wiring chain of all cables is selected (not recommended)	General: Update existing data Comparison Options: Insert/Update Include all reference tables Wiring Selections Selection by Panel/Cable Without Connections Selection by Tag No Wiring OR All Wiring (not recommended)	Appropriate data will be selected to be merged depending on the setting you select in the Selection by Tag section: No Wiring and Instrument Wiring will select the data required for tag assignment. If a field device exists, it will be merged too. The All Wiring option will select the entire signal data. Instrument Index – tag numbers and their loop and supporting table records Specifications and process data CAD drawing blocks All associated custom field data Associated hook-up data	You will not need this option in most cases. However, if you do, the software will merge basic engineering, wiring, and other associated data.
Blocks	N/A	CAD drawing block types, CAD drawing blocks
Association Tag/Blocks	N/A	For information only. Not selectable to be merged.	Tag and block associations are merged when merging tag numbers
Item List	Comparison Options: Insert/Update Include all reference tables	Hook-up items Hook-up libraries	Selecting the Include all reference tables option in the Comparison Options tab folder will merge the hook-types, hook-ups, and hook-up items
Hook-Ups	No special settings	Hook-up types Hook-ups Item libraries and items
Tag and Hook-Up Association	N/A	For information only. Not selectable to be merged.	Tag and hook-up association is merged when merging tag numbers.

Do not change the wiring selection options before starting the actual merge process. The software processes the selected rows and carries out the merge process in accordance with the settings.
When selecting the With connections option in the Wiring Selections tab folder, records that appear only in the target are marked as deleted and are selected automatically by the Merger Utility. These selections, in most cases, will be wrong and you will have to clear the Select check box in the appropriate comparison list dialog, for example, after selecting the 1 Side button in the Merger Comparison List window.
Exercise caution when using the Delete option in Merge Options dialog, Comparison Actions tab folder. This option instructs the Merger Utility to carry out delete operations. It is possible that the software will not delete items that are associated with other items. Double check the selected records after merging. Delete data directly in Smart Instrumentation if results are not satisfactory. In most cases, you do not need to select the Delete option.
When selecting item types to be merged, especially Wiring and Instrument Index data, it is important not to select different item types within the same merge session. This is because the Merger Utility processes your selections differently when it comes to tag numbers, cables, panels, and connections based on the pre-selected settings.
The final selection of tables and item types to be merged is determined when you select Save to close the Merger Comparison List window. You can browse the selected records of different item types. Select Close to close the window without saving your changes.