Intergraph Smart Instrumentation Tutorial - Intergraph Smart Instrumentation

PPMProduct: Intergraph Smart Instrumentation
PPMCategory_custom: Training
Version_SPI_custom: 13.1

Introduction
System Administrator Activities
Task 1 — Initializing a Domain in the Database
Log on as System Administrator
Initialize a Domain
Task 2 — Defining Smart Instrumentation Users and the Domain Administrator
Create a New Department
Add New Users
Assign a User as a Domain Administrator
Generate System Administration Reports
Domain Administrator Activities
Task 1 — Log on as Domain Administrator
Task 2 — Defining Domain Administrator Access Rights
Define Domain Administrator Access Rights
Task 3 — Creating a Plant Hierarchy
View the Plant Hierarchy Default Settings
Create a Plant Hierarchy
Task 4 — Defining Instrument Tag and Loop Naming Conventions
Define Instrument Tag Naming Conventions
Define Loop Naming Conventions
Task 5 — Creating Custom Fields
Create Instrument Index Custom Fields
Task 6 — Organizing Users into Groups and Granting Access Rights
Create a User Group
Assign a User to the New Group
Grant Access Rights for a Group
Apply Access Rights for More than One Group or Item
Task 7 — Setting Report Management Options
Define Archiving Options for Reports
Task 8 — Performing Miscellaneous Activities
Generate Domain Administrator Reports
Assign a Domain Logo
Getting Started with Smart Instrumentation
Task 1 — Logging on to Smart Instrumentation
Task 2 — Defining Default Smart Instrumentation Properties
Define Units of Measure and Accuracy
Set Smart Instrumentation Preferences
Creating Instruments and Control Loops
Task 1 — Defining Instrument Type Profiles
Define Instrument Types
Define Reference Wiring for a Field Device
Define the FT (D/P Type Flow Transmitter) Instrument Type Profile
Define the FY and TY (I/P Transducer) Instrument Type Profiles
Define the FV and LV (CONTROL VALVE) Instrument Type Profiles
Define Additional Instrument Type Profiles
Task 2 — Using Supporting Tables to Add Values to Select Lists
Create a P&ID Drawing Document Number
Create Lines (Piping)
Enter Instrument Status Data
Enter I/O Type Data
Enter Location Data
Enter Manufacturer Data
Enter Model Data
Task 3 — Creating Loops with Tags Using the Domain Explorer
Define a Loop and Add Tag Numbers
Add a Tag Number to an Existing Loop
Assign Custom Field Values to a Tag Number
Task 4 — Creating a Loop with Its Tag Using the Instrument Index Module
Create a Loop with a Single Instrument Tag
Task 5 — Duplicating a Loop with Its Tag Numbers
Duplicate a Loop
Task 6 — Creating Loops and Tag Numbers in Batch Mode
Create Typical Loop FL-1
Create Typical Loop T-10
Create Plant Loops in Batch Mode
Task 7 — Creating Additional Loops and Viewing Instrument Index Data
Create Additional Plant Loops and Instruments
Search for a Specific Loop and View Loop Tag Properties
View Plant Loops, Instruments, and Associated Items
Query Builder and the Engineering Data Editor
Task 1 - Creating a Query
Task 2 - Generating an EDE View from a Query
Task 3 - Manipulating the Data in the EDE View
Task 4 - Working with the Complex Filter
Defining Process Data
Task 1 — Defining Process Data for Lines
Create a Line
Define Line Process Data
Copy Process Data to Another Line
Task 2 — Defining Process Data for Instruments
Define Process Data for a Flowmeter
Define Process Data for a Control Valve
Performing Calculations and Sizing
Task 1 — Calculating Flowmeter Parameters
Calculate Flowmeter Parameters
Task 2 — Calculating and Sizing Control Valve Parameters
Calculate and Size Control Valve Parameters
Working with Specifications
Task 1 — Generating, Viewing, and Editing Specifications
Generate a Specification for a Flowmeter
Open a Specification for a Control Valve
Task 2 — Create a Specification Form Data Template
Create a Form Data Template for a Flow Transmitter
Protect Spec Data Fields from Being Overwritten
Copy Data from a Form Data Template to a Specification
Task 3 — Creating and Using a Multi-Tag (See-List) Spec
Create a Format for a Multi-Tag Spec
Generate a Multi-Tag Spec
Add an Existing Tag to a Multi-Tag Spec
Create a New Tag and Associate it with a Multi-Tag Spec
Task 4 — Customizing Spec Pages
Create a Customized Spec Page
Create a Form Containing the Modified Flow Element Page
Create a Spec for Flow Orifices Based on the Custom Form
Task 5 — Specification Revisions
Add Revisions to Specification Sheets
Generate a Comparison Report Between the Current Spec and an Archived Revision
Make Global Revisions for Specifications
Managing Documents
Task 1 — Creating a Specification Binder Package
Create a Specification Binder Package
Assign Specification Sheets to the Binder Package
Task 2 — Creating Form Notes and General Notes
Create a Form Note Template
Create a Form Note from the Template
Task 3 — Editing and Revising Specification Sheets from the Binder Package
Edit Specification Sheets
Revise a Binder Package for the First Time
Make Subsequent Changes and Revisions for a Binder Package
Task 4 — Printing Documents for a Specific Revision
Print Documents for a Particular Revision
Task 5 — Creating a General Document Binder Package
Create a General Document Binder Package
Add Calculation Reports to the Document Binder Package
Assign External Documents to the Document Binder Package
Performing Wiring Operations
Understanding Concepts and Presentation of Panel and Cable Wiring
Task 1 — Creating Reference Panels
Create Reference Junction Boxes and Terminal Strips
Edit Terminals
Create a Reference Marshaling Rack
Task 2 — Creating Terminal Strips within a Marshaling Rack
Create JB SIDE-1
Create Strip JB SIDE-2 by Duplicating JB SIDE-1
Create DCS Side Terminal Strip DCS SIDE - AI
Create DCS Side Terminal Strip DCS SIDE-AO by Duplicating JB SIDE-1
Task 3 — Creating a Reference DCS Panel
Create a Reference DCS Panel
Create a Rack in the New Reference DCS Panel
Create Two Additional Racks in the New Reference DCS Panel
Create an Analog Input I/O Card within the New Reference DCS Panel
Create a Terminal Strip with I/O Channels
Create an Analog Output I/O Card and a 4-Channel Terminal Strip within the New Reference DCS Panel
Task 4 — Copying the Reference Panels to the Domain Explorer
Create a Plant Junction Box
Create a Plant Marshaling Rack
Rename the Terminal Strips in the Domain Explorer
Copy Your DCS from the Reference Explorer to the Domain Explorer
Task 5 — Creating Reference Cables
Create a Reference Single-Pair Cable
Create a 16-Pair Cable
Create a Reference 8-Pair Cable and a 4-Pair Cable for Your DCS Analog Input Card Connection
Task 6 — Copying Reference Cables to the Plant
Copy Reference Cables with Sets and Wires
Task 7 — Making Connections
Connect Multi-Pair Cables to Junction Boxes
Filter the Cables in the Domain Explorer
Filter Definition Examples
Task 8 — Connecting Device Cables
Connect a Single Field Device to a Junction Box
Connect Field Instrument Cables in Batch Mode
Connect Field Side Wiring to a Marshaling Rack
Task 9 — DCS Management
Assign I/Os to the DCS
Effect I/O Assignment for the Analog Tag 101-FY-100
Connect the Analog Input Cable to the DCS Side
Connect the Analog Output Cable to the DCS Side
Connect the Analog Input and Output Cables to the Marshaling Rack Side
Task 10 — Cross Wiring the Signals in the Marshaling Rack
Cross Wire One Wire Manually
Cross Wire the Rest of the Signals Automatically
Task 11 — Adding a New Instrument to the Existing Wiring
Add a New Instrument to the Existing Wiring
Task 12 — Viewing and Printing Wiring Reports
View and Print Various Wiring Reports
Task 13 — Creating Wiring Items for a New Tag
Create a New Instrument Tag without an Associated Profile
Task 14 — Wiring Design that Includes a Barrier
Define a New Apparatus Configuration
Create a New Apparatus and Make All the Connections
Task 15 — Wiring Design for Other Loop Types
Design the Wiring for Loop T-202
Design the Wiring for Loop F-201
Generating Loop Drawings
Task 1 — Setting Preferences
Set Preferences for Enhanced SmartLoop Reports
Apply Generation Method to Individual Loops
Task 2 — Generating an Enhanced SmartLoop Drawing
Generate an Enhanced SmartLoop Drawing
Change the Loop Generation Method to Show Individual Signals
Task 3 — Modifying an Enhanced SmartLoop Drawing
Modify Properties of Items from the Enhanced Report Utility
Open Documents Associated with Instruments
Modify the Wiring Connection from the Enhanced Report Utility
Task 4 — Changing the Enhanced Report Layout Properties
Define an Enhanced Report Layout and Assign the Layout to a Loop
Assign an Enhanced Report Layout to Multiple Loops
Task 5 — Adding Macros or Macro Labels to an Enhanced SmartLoop Drawing
Add a Macro or a Macro Label to a Tag Number
Attach a Macro or a Macro Label to Wiring Equipment
Define and Use Filters with a Macro
Task 6 — Adding Annotations to an Enhanced SmartLoop Report
Include a Watermark
Add Redlining
Attach Redlining Items to a Layout
Add a Macro Caption
Generating CAD Loop Drawings
Task 1 — Setting Preferences
Set Preferences for your CAD Application
Task 2 — Defining Instrument Blocks
Define an Instrument Block Type
Define Instrument Blocks
Task 3 — Assigning Blocks to Instrument Types
Assign Blocks to Instrument Types
Task 4 — Defining Border and Logo Blocks
Define New Border and Logo Blocks
Set the Border and Logo Blocks as Default
Task 5 — Editing the Title Block Data for a Specific Loop Drawing
Define Drawing Title Block Information
Edit Revisions
Task 6 — Macros in CAD Loop Drawings
Display Macro Definitions
Define Macro Functions
Task 7 — Viewing Assigned Blocks and Using Different Block Assignment Methods
View a Drawing Block in a CAD Application
Assign a Block with a Tag Using the Manual Block Assignment Method
Change the Block Assignment Method from Automatic to Manual
Task 8 — Generating CAD Loop Drawings
Generate a CAD Loop Drawing
Add a Revision to a CAD Loop Drawing
CAD Loop Drawing with Macros Before Generation
CAD Loop Drawing After Generation
Working with Hook-Ups
Task 1 — Setting Preferences for Enhanced Hook-Up Drawings
Set Preferences for Enhanced Hook-Up Drawings
Task 2 — Creating Hook-Up Libraries and Items
Create Hook-Up Item Libraries and Set One Library as Active
Create Hook-Up Items for Associating with the Control Valve Hook-Up
Create Hook-Up Items for Associating with the Flow Instrument Hook-Up
Generate a Report of Hook-Up Items
Task 3 — Creating Hook-Ups and Assigning them to Instruments
Create Hook-Up Types and Hook-Ups
Associate Hook-Up Types with Instrument Types
Associate Instrument Tags with Hook-Ups
View Drawing Symbol Content
Task 4 — Associating Items with the Hook-Ups
Assign Items from the Active Item Library to the Control Valve Hook-Up
Assign Items from the Active Item Library to the Flow Instrument Hook-Up
Task 5 — Generating a Bill of Material (BOM) and a Hook-Up Drawing
Generate a Bill of Material
Generate an Enhanced Hook-Up Drawing
Support, Copyright, and Legal Information
Customer Support and Technical User Forum
Hexagon PPM Policy Against Software Piracy
Copyright Notice

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