Macro Expansion Typical Work Process - Intergraph Smart P&ID - 11 - Help - Intergraph

Intergraph Smart P&ID Help

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This topic describes a typical work process for implementing macro expansion in an integrated environment.

Macro Expansion Workflow

The workflow diagram displays the process in a linear workflow. It is however possible to carry out the operations in the Data Dictionary Manager and Smart P&ID at the same time as Smart Instrumentation up to creating and saving the macro.

It is very important to remember that the macro name must be the same in all three applications for the process to be successful.

The work process consists of the following stages:

For detailed explanations on the various processes involved consult the relevant product's Help documentation.

Create a Macro in Smart Instrumentation

  1. Login to Smart Instrumentation.

  2. Select Plant - Area - Unit.

  3. Open the Reference Explorer.

  4. Do one or both of the following:

    • Right-click the Typical Loops folder, and from the shortcut menu create the required typical loops.

    • Right-click the Typical Instruments folder, and from the shortcut menu create the required typical instruments.

  5. Right-click the Macros folder, and from the shortcut menu select New > Macro.

  6. On the Macro Expansion Properties dialog do the following:

    1. Type a name for the macro.

    2. Select Create carrier when expanding macro.

    3. Select Propagate carrier relation (optional, only works with an Update task).

    This option allows Smart Instrumentation to check if the carrier has any relationships with other objects, for example an instrument or line.

    1. Drag and drop the typical loop or instruments to the Macro items details group box in the Macro Expansion Properties dialog.

    2. Select Save Macro.

Add the Macro to Smart Engineering Manager — Data Dictionary

  1. Open Data Dictionary Manager.

  2. Select Select Entry .

  3. In the Selected list field, choose Expansion Type.

  4. In the Value and Short Value columns, type the name of the new macro.

    The macro name must be identical to the name given to the macro in Smart Instrumentation.

  5. Select Save.

Add the Macro to a Loop or Instrument in Smart P&ID

  1. Open Smart P&ID.

  2. Open the P&ID drawing that you want associated with the macro.

  3. Select the loop or instrument on the drawing.

  4. In Properties > Expansion Type, type the name of the property.

    The macro name must be identical to the name given to the macro in Smart Instrumentation and the Data Dictionary Manager.

  5. Publish the P&ID drawing.

Retrieve Smart P&ID Drawing to Smart Instrumentation

  1. In Smart Instrumentation, select SmartPlant > Retrieve.

  2. In the Retrieve dialog, select the Smart P&ID drawing.

  3. Select OK.

  4. Select SmartPlant > To Do List.

  5. Select the P&ID Drawing tab.

    Macro is displayed next to the P&ID item that contains the macro (Flat view). In the Tree and Task view a column is displayed with the macros name.

  6. Select the P&ID drawing.

    SHARED Tip Select Properties icon 16bit to open the properties tab and view the macro task properties if required.

  7. Select Run, the loop or instruments are created in the Domain Explorer.

  • If Propagate carrier relation is selected in the Macro Expansion Properties dialog and you change the carrier Status property, when you retrieve to Smart Instrumentation and run Update on that item, you are prompted whether you want to update the property Status of the additional items that have already been created by the macro. If no change was made to the property Status, no prompt is displayed.

  • A right-click menu is available for the Macro-Expansion Carrier Properties Sub-Items dialog that contains the following commands:

    • Cut

    • Copy

    • Paste

    • Delete