AVEVA Instrumentation Data Update User Guide

AVEVA Instrumentation Data Update

User Guide

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First published October 2010

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Instrumentation Data Update User Guide

Contents Page


AVEVA Instrumentation Data UpdateIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1Guide Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:2Product Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:2References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:2

Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1

Compare and Update Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1Instrumentation Elements Matching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:2Display of Comparison Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:2Element Grid Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:4Accept Changes for Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:5Update the Target Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:5Update the Schematic Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:5Update the Catalogue Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:7Update the Design Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:9

Options and Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1Grid Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1Column Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:2

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Export to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:5Print Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:5Grid Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:5

Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6Attribute Mapping Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6Attribute Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:7

Integration UDA Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:8

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Instrumentation Data Update User GuideIntroduction

1 Introduction

The AVEVA Instrumentation Data Update User Guide describes how to configure and usethe AVEVA Instrumentation Data Update application. The application update integratesattribute level comparison, and controlled selective update capabilities, into a supportedPlant or Marine module, which enables the managed integration of AVEVA Instrumentationdata into the hosting modules database.

The AVEVA Instrumentation Data Update is currently used in the following products:

AVEVA Diagrams

AVEVA Schematic Model Manager

AVEVA Plant DESIGN, Cabling System Application

AVEVA Marine Outfitting, Cabling System Application

AVEVA Paragon (Electrical Application Only)

The AVEVA Instrumentation Data Update User Guide describes the generic configurationtasks required to use the application, and highlights where any host product specificconfiguration is required.

The use of this application is then explained, and again where host product specificdifferences occur these are highlighted.

1.1 AssumptionsThe AVEVA Instrumentation Data Update User Guide is designed for use by SchematicModel Manager, Diagrams, Design, Outfitting and Paragon administrators and users, anddescribes how to configure the application and use it to compare and integrate datamastered in AVEVA Instrumentation into these products.

It is assumed that:• Users have installed AVEVA Plant or AVEVA Marine, and have valid licenses to run one

or more of the above modules.• Users have a working knowledge of the product which will host the AVEVA

Instrumentation Data Update application update.

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Instrumentation Data Update User GuideIntroduction

1.2 Guide StructureThe AVEVA Instrumentation Data Update User Guide is divided into the following sections:

1.3 Product CompatibilityAVEVA Instrumentation Data Update can be used with the following products:

• AVEVA Diagrams 12.0.SP6 or later.• AVEVA Schematic Model Manager 12.0.SP6 or later.• AVEVA Plant Design 12.0.SP6 or later.• AVEVA Paragon 12.0.SP6 or later.• AVEVA Marine Outfitting 12.0.SP6 or later.

1.4 ReferencesThe following User Guides will provide supporting or complementary information to the user.

AVEVA Diagrams User Guide

AVEVA Schematic Model Manager User Guide

AVEVA Instrumentation Engineer User Guide

Cable Design User Guide

Catalogues and Specifications User Guide

Introduction introduces the AVEVA Instrumentation Data Updateapplication.

Getting Started explains how to start up the application update.

Compare and Update Data explains how the compare and update processes work.

Options and Mapping explains how to configure the behaviour of the applicationupdate.

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Instrumentation Data Update User GuideGetting Started

2 Getting Started

Once installed the AVEVA Instrumentation Data Update application can be accessed fromthe following menu locations in each supported product:

Further details on configuring and loading this application update in the Schematic ModelManager. Where an activity differs dependent on the hosting product this is explained.

To start the application, select View > AVEVA Instrumentation Data Update to display theAVEVA Instrumentation Data Update window, initially shown empty.

Click Login and select the desired Instrumentation project from the list.

Schematic Model Manager: View > AVEVA Instrumentation Data Update

Diagrams: View > AVEVA Instrumentation Data Update

Paragon (Electrical Application): Utilities > AVEVA Instrumentation Data Update

Design (Cabling System Application): Utilities> AVEVA Instrumentation Data Update

Outfitting (Cabling System Application): Utilities > AVEVA Instrumentation Data Update

12.0 2:1


Click Select, and when prompted, enter the username and password for that project.

If attribute mappings have previously been set up, the compare process will startautomatically.

If attribute mapping have not been set up, the user will be prompted to do this now.

Click Yes to display the Options window used to define the attribute mappings. Refer toOptions for further information.

If element filtering has not been set up, the user will be prompted to do this now.

Click Yes to display the Filter window and define one or more filters. Refer to Filter forfurther information.

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Note: A previously saved filter will be applied to the data being read from AVEVAInstrumentation. If the filter prevents display of the Instrumentation data, modify theFilter settings, then click Refresh in the toolbar in order to proceed with the compareprocess.

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Instrumentation Data Update User GuideCompare and Update Data

3 Compare and Update Data

If the Attributes Mapping and Filtering has been setup the compare process startsautomatically following login to the AVEVA Instrumentation project. A progress bar isdisplayed as it proceeds.

3.1 FilterThe Filter window controls which elements will be retrieved from AVEVA Instrumentation.Filtering can be used to limit the number of rows displayed in the grid when a large numberof matching elements are present in the AVEVA Instrumentation project. To display theFilter window, click Filtering on the main toolbar.

12.0 3:1


Click Add Filter to add a row then select the attribute, operator and value. The availableoperators will be appropriate to the data type of the selected attribute.

Note: Multiple filters will be joined with AND when generating the query.

Click OK to save the filter.

Note: Filters are saved to the same file and folder as Attribute Mapping Details.

To delete a filter, select the row and click Delete Filter.

To re-read the data from AVEVA Instrumentation and repeat the compare process, clickRefresh in the toolbar.

3.2 Instrumentation Elements MatchingInstrumentation element matching uses the following criteria:

• If element data from the target database (like Schematics) had previously beenimported into AVEVA Instrumentation, the Schematic Database references will havebeen stored in AVEVA Instrumentation. If available these will be used as the firstattempt to match.

• If AVEVA Instrumentation data have previously been imported into the target database,and the integration UDA was available, the AVEVA Instrumentation databasereferences combinations will have been stored in the UDA. If available these will beused as the second attempt to match.

Note: If the UDA is not available this step will be skipped. Refer to Integration UDADefinition for further information.

• If the first two attempts have not generated a match, the third attempt will match on thedefault criteria.

3.3 Display of Comparison ResultsThe results of the compare process will be displayed in the grid view. The selected elementname tab lists the matches with the total number of changes available for each.

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The Attribute Details tab lists the individual attribute differences for the selected elementtype.

Select desired element name in the toolbar to display respective element's data in the grid.

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3.4 Element Grid DetailsThe Element Grid lists the elements retrieved from source database and compared againstthe target database. The following columns are always displayed:

The Accept column displays checkboxes showing the current choice for how data will beupdated.

The Matched column displays if an element in the source database is matched against anexisting element in the target database.

State Description

Checked ALL attributes for this element will be updated into the targetdatabase.

When a module from which the application update is loaded, it allowsinsertion of new elements, then the selected elements may becreated in the target database, if required pre-requisites are fulfilled.

Semi-checked Some attributes for this element will be updated into the targetdatabase.

Unchecked No attributes for this element will be updated into the target database.

Unchecked anddisabled

No attributes for this element will be updated into the target database.This state occurs for any of the following reasons:

• There is no matching object in the target database for theelement in source database. In this case the row is greyed out.

• When insertion of new elements is allowed, the row will becoloured using "New Element Row Colour" settings.

• The element is matched and there are no attribute changes toupdate.

• The element from target database matches the one in sourcedatabase, however the element type is not appropriate.

Value Description

Yes There is a matching object in the target database.

No There is no matching object in the target database.

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The Matched Against column lists the type of matching object in the Schematic Database.

The No. of Changes column lists how many attribute changes are available for update.

Note: Only the attributes selected in Attribute Mapping are considered for comparison.Other attributes which are not selected for Attribute Mapping are not consideredeven if there may be mismatches between them.

The Changed Attributes column displays a comma separated list of the attributes whichhave changes available for update.

The Attributes to be Updated column displays a comma separated list of the attributeswhich have changes available for update and which the user has chosen to be updated.

3.5 Accept Changes for UpdateUse the following methods to accept which attributes should be updated:

• Use the Accept All checkbox in the toolbar to accept or reject all available changes onall objects compared.

• Use the Accept checkboxes in the Instruments or Loops tab to accept or reject allavailable changes for individual objects.

• Use the Accept checkboxes in the Attributes Details tab to accept or reject individualchanges for individual objects.

Selecting one or more rows in either tab will automatically select all the corresponding rowsin the other tab, and will set the current element to the first instrument or loop in theselection.

Selecting an object in the module specific Explorer will select the corresponding rows in thecurrently displayed tab if that object is available for update in the tab.

3.6 Update the Target DatabaseClick Update Database to apply all the accepted changes to the target database.

The following sub-sections describe the process of updating the target database for eachsupported database type.

3.6.1 Update the Schematic DatabaseWhen updating in the Schematic Model Manager or the Diagrams module, the UpdateSchematic Database window will be displayed showing the statistics from the compare

Value Description

One of the element types defined in the respective module configuration file, (for example SchematicAIConfiguration.xml) or a UDET based on one of these types

When object is matched to an appropriate type.

Wrong type: <type> When object is matched but not to an appropriatetype.

Not Matched When object is not matched.

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process and the choices that have been made for accepting changes. Click UpdateDB toapply these updates.

Once the update process has completed, the results summary will be displayed.

Note: If an update error occurs for a particular attribute, only that attribute will fail to update.Other attributes on the same object will still be updated if possible.

The grid view will be updated to display any messages and errors, highlighting in theappropriate feedback colours.

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3.6.2 Update the Catalogue DatabaseWhen updating in the Paragon module for importing / updating cable catalogue elements.After selecting the catalogue items to be added / updated, click Update Database.

The Update Catalogue Database window will be displayed showing the statistics from thecompare process and the choices that have been made for accepting changes or addingnew objects. Click UpdateDB to apply these updates.

Once the update process has completed a results summary similar to the SchematicDatabase update summary will be displayed.

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Selecting Owner for an Element

In order to add a new cable catalogue entry, four elements need to be created in theCatalogue database and one element in the Property database. An owner (parent element)will also need to be selected under which new elements will be created.

The button next to an element will when clicked display the Select Database Elementwindow for owner selection.

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The following table lists the element to be added along with its valid owner.

Selecting an invalid element as owner will display a message box, as shown below,containing name(s) of element types that are valid owners for the element to be added.

3.6.3 Update the Design DatabaseWhen updating in the Design or Outfitting module for importing / updating cables along withtheir associated equipment.

Element Type Valid Owner(s)

TABITEM CTABLE

GPART PRTWLD or PRTELE

SCOMPONENT SECTION or CATEGORY

CCORSET SECTION or CATEGORY

CABDATA CMPTYPE

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Note: Before adding a cable element in the design database, make sure that theassociated cable catalogue, start equipment and end equipment are present in thedatabase. Without the associated elements a cable cannot be added to the designdatabase and an error message will be displayed in the grid, as shown below.

After selecting the equipment or cable(s) to be added / updated, click Update Database.The Update Design Database window will be displayed showing the statistics from thecompare process and the choices that have been made for accepting changes or addingnew objects. Click UpdateDB to apply these updates.

Refer to Selecting Owner for an Element for more details on adding an element.

Note: Even if there are no attribute updates to be made, there may still be data updates forsource or target database references or internally mapped elements, resulting fromthe matching process. Refer to Instrumentation Elements Matching for furtherdetails.

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Once the update process has completed, the results summary will be displayed.

Note: Changes are not actually saved until the next Save Work.

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Instrumentation Data Update User GuideOptions and Mapping

4 Options and Mapping

Options are provided in the toolbar and context menus to configure how the data will becompared and displayed.

4.1 Grid OptionsThe grid has a configuration menu accessed via a right-click on any column title, and acontext menu accessed via a right-click in any row.

4.1.1 Column SetupColumn Setup allows the user to choose which columns to display in the grid view andwhich order to display them. To display the Column Setup window, right-click on any columntitle and select Column Setup from the pop-up menu.

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To display a Column Name in the grid view, check the required checkbox in the Visiblecolumn. Unchecking a checkbox removes the Column Name from the grid view.

To change the position of a Column Name in the grid view, select the Column Name andclick either the up or down arrows.

Click OK to update the grid view.

Note: Grid layouts are automatically saved in the folder

C:\Documents and Settings\<Current User>\LocalSettings\Application Data\Aveva\PDMS\SchematicInstrumentationAddin

with filenames SchAiInstruments.xml or SchAiLoops.xml

4.1.2 SettingsRight-clicking on any column title and selecting Settings, displays a settings sub-menu:

• Enable Filtering• Enable Column Summaries• Enable Column Sort• Feedback Colours

Enable Filtering allows the user to display a filter row in the grid view. The filter row is usedto filter the grid to show only certain records. Instant "on the fly" filtering is achieved byselecting the icon the column field and selecting a value from the drop-down list.

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Further filtering is available by selecting the small icon to the left of a column (field) caption,selecting from the drop-down list and entering a value into the highlighted field. The gridview will automatically refresh to reflect the selected criteria.

Enable Column Summaries displays the icon in the No of Changes column. Clickingthe icon displays the Select Summaries window.

The user can check one or all the boxes and click OK to receive a count displayed at theend of the No of Changes column.

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Note: Clicking Refresh remove the count.

Enable Column Sort allows the user to change the column order. Click and hold on thecolumn title and drag the column either left or right into a new position. Two arrows aredisplayed to assist the user in positioning the column.

Clicking Feedback Colours displays a sub-menu:• Not Matched Row Colour.• Match Without Changes Row Colour.• Matched With Changes Row Colour.• Update Fail Row Colour.• Reset Default Feedback Row Colours.

Clicking the option, Not Matched Row Colour, Match Without Changes Row Colour,Matched With Changes Row Colour or Update Fail Row Colour displays a Colour Selectionwindow which allows the user to select a colour for the selected option.

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Selecting Reset Default Feedback Row Colours, reverts the options back to their defaultcolour settings.

The Paragon, Design and Outfitting modules have the same colour options except for NotMatched Row Colour is changed to New Element Row Colour with a default colour ofpink.

4.1.3 Export to ExcelThe current grid layout and contents can be saved to an Excel file. Right-click in any columntitle and select Export to Excel, then enter a filename in the file browser window.

4.1.4 Print PreviewThe user can view a print preview of the current grid layout and content. Right-click in anycolumn title and select Print Preview.

4.1.5 Grid Context MenuRight-click in any row in the Instruments or Loops grid view display a context menu.

The Instruments grid view displays the following options:• Instrument Datasheet displays the AVEVA Instrumentation datasheet for the selected

instrument.• Instrument Details displays the AVEVA Instrumentation window for the selected

instrument.

The Loops grid view has on option:• Loop Details displays the AVEVA Instrumentation window for the selection loop.

Note: No context menu exists for the Attribute Details tab.

Not Matched Row Colour Silver

Match Without Changes Row Colour White

Matched With Changes Row Colour Yellow

Update Fail Row Colour Red

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Note: Context menu is not applicable for the gird displayed in Paragon, Design andOutfitting modules.

4.2 OptionsThe types of elements that will be compared and how their attributes will be mapped are setusing the Options window. Click Options on the main toolbar to display the Option window.

4.2.1 LoggingUse the Logging options to maintain a log of compare process details. Check Enabled andenter a filename in the Path field.

4.2.2 Attribute Mapping DetailsUse the Attribute Mapping Details options to define attribute mappings for selectedelement.

Common attribute mappings can be defined using attributes of SCINST for instrumentsand attributes of SCLOOP for loops. These common mappings can be applied to selected

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types, e.g. SCINST and SCOINS for instruments, whilst separate mappings can be appliedfor other types, e.g. SCVALV.

To identify which types will have common mappings, select Instruments or Loops in theGroup drop-down list, then check the required types in the Common attribute applied forlist.

Note: The available types in the Common attribute applied for list will include any UDETsdefined with an appropriate base type.

Note: Adding a type to common mapping will replace any previously defined separatemapping for that type.

Note: When only a single element type is present, then individual and common attributemapping will be the same.

Note: Options and attribute mappings are automatically saved in the folder

C:\Documents and Settings\<Current User>\Local Settings\Application Data\Aveva\PDMS\SchematicInstrumentationAddin

with the filename SchAiSettings.xml

To modify the existing mappings or create new mappings, click Attribute Mapping todisplay the Attribute Mapping window.

4.2.3 Attribute MappingThe Attribute Mapping window allows mappings to be added or modified. Select AttributeMapping from the Options window to display the Attribute Mapping window.

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Attribute mappings can be defined for any individual element types, as well as group ofelements included in common mapping like the Common Instrument and Common Loop.

For example, if SCOINS, SCINST and SCLOOP were included in common mappings,then the options will be Common Instrument, Common Loop, SCACTU and SCVALV.

In Element Type select the Common or separate type to which the mappings will apply.

To add an attribute mapping, select a source database attribute from the left hand drop-down list, then select a target database attribute from the right hand drop-down list.

New empty rows will be added as rows are filled. A right-click context menu allows additionof new rows and deletion of selected rows.

Click OK to save the mappings.

Note: Selection of the same attribute from either source or target database is not allowed. Ifany attribute is selected multiple times, the row(s) will be highlighted in RED, and OKwill not save the mappings.

4.3 Integration UDA DefinitionThe UDA's must be defined in LEXICON if the matching process is to use them for storingsource database references, refer to Instrumentation Elements Matching.

The UDA may be created in any UGROUP in a current dictionary database. If used inconjunction with the specific module, it is suggested to include this UDA in the same group.

The Integration UDA should be created with the following details:

PDMS Module UDA Name UDA Type UDA Length Element Types

Schematic & Diagram pmg-sch-ai text 50 SCINSTRUMENT

SCOINSTRUMENT

SCLOOP

SCVALV

SCACTUATOR

UDA with above element type as base type

Design & Outfitting design-ai text 50 CABLE

EQUIPMENT

Paragon cata-ai text 50 TABITEM

GPART

CABDATA

SCOMPONENT

CCORSET

CABCORE

TABQUESTION

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Index

12.0Index page 1


CCompatibility . . . . . . . . . . . . . . . . . . . . . . 1:2

DData

Compare . . . . . . . . . . . . . . . . . . . . . . 3:1Update . . . . . . . . . . . . . . . . . . . . . . . 3:1

DetailsElement Grid . . . . . . . . . . . . . . . . . . 3:4

DisplayComparison Results . . . . . . . . . . . . . 3:2

FFilter . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1

GGetting Started . . . . . . . . . . . . . . . . . . . . 2:1

IIntroduction . . . . . . . . . . . . . . . . . . . . . . . 1:1

MMapping

Attribute Details . . . . . . . . . . . . . . . . 4:6Attribute Window . . . . . . . . . . . . . . . 4:7Export to Excel . . . . . . . . . . . . . . . . . 4:5Logging . . . . . . . . . . . . . . . . . . . . . . . 4:6

MatchingInstrument Elements . . . . . . . . . . . . 3:2

OOptions

Column Setup . . . . . . . . . . . . . . . . . 4:1Grid . . . . . . . . . . . . . . . . . . . . . . . . . 4:1Grid Context Menu . . . . . . . . . . . . . . 4:5Print Preview . . . . . . . . . . . . . . . . . . 4:5Settings . . . . . . . . . . . . . . . . . . . . . . 4:2Toolbar . . . . . . . . . . . . . . . . . . . . . . . 4:6

Options and Mapping . . . . . . . . . . . . . . . 4:1

UUpdate

Accept Changes . . . . . . . . . . . . . . . 3:5Catalogue Database . . . . . . . . . . . . 3:7Design Database . . . . . . . . . . . . . . . 3:9Schematic Database . . . . . . . . . . . . 3:5Target Database . . . . . . . . . . . . . . . 3:5

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