Date post: | 24-May-2015 |
Category: |
Documents |
Upload: | dessoft-control-and-instrumentation-engineering-software |
View: | 271 times |
Download: | 9 times |
EDes Training Manual
© 2011 DesSoft
Version: 4.1.1105.87
All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, ormechanical, including photocopying, recording, taping, or information storage and retrieval systems - without thewritten permission of the publisher.
Products that are referred to in this document may be either trademarks and/or registered trademarks of therespective owners. The publisher and the author make no claim to these trademarks.
While every precaution has been taken in the preparation of this document, the publisher and the author assume noresponsibility for errors or omissions, or for damages resulting from the use of information contained in thisdocument or from the use of programs and source code that may accompany it. In no event shall the publisher andthe author be liable for any loss of profit or any other commercial damage caused or alleged to have been causeddirectly or indirectly by this document.
Printed: April 2011 in Eldoraigne, South Africa
EDesTraining Manual
© 2011 DesSoft
PublisherSpecial thanks to:
All the people who contributed to this document.DesSoft
3Contents
3
© 2011 DesSoft
Table of Contents
Foreword 0
Part I Introduction & Setup 8
................................................................................................................................... 81 Introduction
................................................................................................................................... 92 Setup and Navigation
................................................................................................................................... 113 Log in
................................................................................................................................... 124 User Management
Part II License Management 16
................................................................................................................................... 161 Activating Licenses from the Web License Server
................................................................................................................................... 172 Concurrent User Management
................................................................................................................................... 183 Firewall and Proxies
Part III Help and Licensing 20
................................................................................................................................... 201 Activating a Local License
................................................................................................................................... 202 Returning a Local License
................................................................................................................................... 213 About Dialog
Part IV Projects 24
................................................................................................................................... 241 Project Building Options
................................................................................................................................... 242 Creating a Project
................................................................................................................................... 253 Opening a project
................................................................................................................................... 264 Project Information
................................................................................................................................... 275 Backup & Restore Projects
Part V Creating Plant Components 30
................................................................................................................................... 311 Create a Cubicle and add Devices
................................................................................................................................... 322 Creating Tstrips in the Cubicle
................................................................................................................................... 343 Creating Cables and Cores in the Cubicle
................................................................................................................................... 354 Creating a Motor in the Cubicle
................................................................................................................................... 365 Creating Signals in the Cubicle
................................................................................................................................... 366 Creating a Control Instrument in the Cubicle
................................................................................................................................... 367 Creating a Schematic Diagram for the Cubicle
................................................................................................................................... 388 Creating a MCC and associating Cubicles to it
................................................................................................................................... 399 Creating a Single Line Diagram
................................................................................................................................... 4010 Selecting SLD Symbols for Panels
................................................................................................................................... 4111 Create an E&I Panel and its terminals
EDes Training Manual4
© 2011 DesSoft
Part VI Cable Block & Core Connections 44
................................................................................................................................... 451 Block Connect
................................................................................................................................... 462 Detail Connect
Part VII Hands-On One 50
Part VIII Datasheets 52
................................................................................................................................... 521 Creating Datasheets
................................................................................................................................... 542 Linking a database field to a datasheet cell
Part IX Documents 56
................................................................................................................................... 561 Document Types
................................................................................................................................... 562 Document Explorer
................................................................................................................................... 563 New Revisions
................................................................................................................................... 574 Batch Print
................................................................................................................................... 575 Other Excel Document
Part X Hands-On Two 60
Part XI Libraries 62
................................................................................................................................... 631 Creating a Library item
Part XII Standards 66
................................................................................................................................... 671 Updating Standards
................................................................................................................................... 672 Associate a standard to a component
Part XIII Racking and Routing 70
Part XIV Tables 76
................................................................................................................................... 761 Modifying Table Structures
................................................................................................................................... 772 Exporting Tables
................................................................................................................................... 783 Importing Tables
................................................................................................................................... 794 Rebuild Tag Numbers
................................................................................................................................... 795 Parse Tag Numbers
Part XV Queries 82
................................................................................................................................... 821 Creating Queries
Part XVI Reports 86
................................................................................................................................... 861 Viewing Reports
................................................................................................................................... 862 Creating Reports
5Contents
5
© 2011 DesSoft
Part XVII Templates 90
................................................................................................................................... 901 Auto Config Files
Part XVIII Updating the Picklist 92
Part XIX Tokens 94
................................................................................................................................... 941 Document Tokens
Part XX Speed Tools 98
................................................................................................................................... 981 Panel Table Import
................................................................................................................................... 992 Bulk Update Using Libraries
Part XXI Tag Rules 102
................................................................................................................................... 1031 Internal Functions
Part XXII EDes Options & Tools 106
................................................................................................................................... 1061 EDes Options
................................................................................................................................... 1072 Tools
Index 0
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
I
EDes Training Manual8
© 2011 DesSoft
1 Introduction & Setup
In this section we will cover:
How to setup DesSoft EDes .How to navigate within EDes .How to log in .How to manage users.
1.1 Introduction
This training manual is aimed at giving a general understanding of DesSoft EDes, it's features andhow it's modules function.
Minimum requirements are:
Basic knowledge on the Windows system. Field Bus and Instrumentation knowledge.Basic knowledge of Microsoft Access or Microsoft SQL Server.
9
9
11
12
Introduction & Setup 9
© 2011 DesSoft
1.2 Setup and Navigation
How to install EDes
This will guide you on how to install EDes - Electrical DesignerPlease go to www.dessoft.co.za to download the latest version of EDes, if you do not already haveit.
Run the Setup.exe and follow onscreen prompts.The default install path for EDes is C:\Program Files\DesSoft\4.1(Where [4.1] is the version which you are currently using.)
And the default path projects will be stored at is C:\1Des\Project Name
How to navigate within EDes
Go Button:If you click on this button, you will find all the available modules in EDes.This is the main way to navigate within EDes
Ribbon Bar:The ribbon bar will show all the related functions for the currently open module.
(Note that it works on the area or w indow where the mouse pointer is currently hovering.)
Filter:Almost every window has a green field above the components listed in the window. Thisenables you to filter the content of the window for any specific criteria.
EDes Training Manual10
© 2011 DesSoft
Introduction & Setup 11
© 2011 DesSoft
Tag List:This list displays the tags of all the components in the current project. eg. Loops, instruments,panels, documents etc.
List Options:This acts as a filter for the various component groups. The tag numbers displayed in the Tag List,are a result of the group selected in the List Options. Eg. If Panels is selected in the List Options,ONLY Panel tag numbers will be displayed in the Tag List.
Module Buttons:The module buttons are another way to navigate within EDes. Click on them to open the respectivemodule.
Window Tabs:All the currently open modules will be displayed here, for easy access. You can close a window tab by clicking the "x" on the left side of the tab.
Splitter Bars / Expansion BarsOn the edge of almost every window, there is a line of dots with an arrow on either side of theline. This identifies a splitter bar (or otherwise known as an Expansion Bar).If you click the bar once, the window will minimize in the direction the arrows are pointing. Onceminimized, only the splitter bar will be visible. Clicking the splitter bar again, will make thewindow visible again. In the window's visible state, the splitter bar is also used to resize the windowto the user's preference.
1.3 Log in
When launching DesSoft EDes, the following dialog box will appear.
EDes Training Manual12
© 2011 DesSoft
The default login and password for DesSoft EDes is Administrator.
1. Copy & Paste Administrator into the password field. User Config and Login will becomeavailable.
2. Click on Login.
1.4 User Management
How to modify, add or delete a user in a project
Once you are in DesSoft EDes, click on the EDes button in the top left corner as shown below andclick on Login.
You will recognize the login screen that appears. This time we are going to manage users that willbe using this system. Fill in the password (Default password is administrator) and click on the UserConfig button. The following dialog box should appear.
Introduction & Setup 13
© 2011 DesSoft
Here you can modify, delete and/or add new users. Lets create a new user.
1. Click Add.2. Enter the desired Username and Password.3. Under Role, select Supervisor.4. Click OK.5. Click Close.6. Enter the new Username and Password.7. Click Login.
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
II
EDes Training Manual16
© 2011 DesSoft
2 License Management
This section explains the various methods to activate DesSoft Software.
To remove EDes from Evaluation mode, the software needs to:
1. Be activated with a Local Workstation license.2. Connect to the DesSoft Concurrent User Manager (CUM) that will issue a license to EDes.3. Setup EDes to use the licenses on the CUM License Manager.
2.1 Activating Licenses from the Web License Server
Upon purchase of DesSoft Software the client is issued with a ClientID and a login Password toaccess his/hers licenses on the DesSoft Web License Server. To access your licenses, visit theDesSoft Web Licence Server at www.dessoft.co.za/licencelogin.aspx
How to Activate CUM with Client Licenses
Follow the following steps to activate your companies licenses on the CUM License Server:
License Management 17
© 2011 DesSoft
1. Make sure that the DesSoft Concurrent User Manager (CUM) is Installed.2. Visit the DesSoft Web License Server.3. Generate an activation code for all the licenses you want to make available on the CUM or
contact your company's License Administrator to issue you with an activation code.4. Start the CUM application.5. In the CUM application, click Activate.6. Paste the activation code you generated from the Web License Server or received from the
Company's License Administrator, in the Activate License dialog.7. Click Activate. If the transaction is successful, a message box will appear indicating the amount
of licenses that were activated on the CUM. After closing the Activate Licenses dialog thelicenses will appear in the CUM license list and the licenses are now ready to be used on thecompany's Local Area Network (LAN). If the transaction was unsuccessful see the section onFirewall and Proxies.
8. To setup DesSoft Software to use the CUM licenses on the company's LAN see the topic Helpand Licensing
2.2 Concurrent User Management
1. Click here to enter your activation code you generated on the DesSoft website.2. Here you can change your proxy settings, and how often Concurrent User Manager must look for
Licenses.3. Refresh queries the web server for licenses. Be sure to hit Refresh after entering your Activation
code.4. The ID of the license.5. Your company name.6. The type of license. 7. The computer the license is on.8. If the license is available or in use.9. If the license is being used, this will tell you who is using it.10. When your license expires.11. Shows connectivity to the web server. If it's red, it means CUM cannot access the internet.
20
EDes Training Manual18
© 2011 DesSoft
Please check your firewall / proxy settings and ensure everything is correct.
2.3 Firewall and Proxies
If the transaction to activate your license on the CUM was unsuccessful, make sure that the CUM is notblocked by a Firewall. If your company uses a Proxy server contact your network administrator for theproxy settings.
To setup the proxy settings in the CUM application.
1. Click the Options button.2. Enter the proxy settings.3. Click OK.
To setup the proxy settings in DesSoft EDes.
4. In the ribbon bar, click Tools.5. In the Options ribbon bar, click 1Des Options.6. In the Options dialog, click on Proxy Server in the list.7. Enter the proxy settings.8. Click OK.
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
III
EDes Training Manual20
© 2011 DesSoft
3 Help and Licensing
In this section we will cover:
Activating a local license.Returning a local license.Finding version information.
3.1 Activating a Local License
1. Visit the DesSoft Web License Server and generate an activation code for all the licenses youwant to make available for the workstation/notebook or contact your company's LicenseAdministrator to issue you with an activation code.
2. In the ribbon bar, click Help.3. In the Licensing ribbon bar, click Activate.
4. In the Activation Code field, enter the activation code you generated on the DesSoft WebLicense Server or your company's License Administrator issued you with.
5. In the Host Computer field, enter the name of the computer the CUM is running on.6. In the Port Number field, enter the Port Number the Host Computer uses to access the internet
.7. Click Test Host to test whether your computer can communicate with the CUM.8. Click Activate Local License.9. The Activation code will be verified on the Web License Server and if the code is valid a local
license will be created on your computer. 10.If the transaction failed, refer to the Firewall and Proxies Section.
3.2 Returning a Local License
1. In the ribbon bar, click Help.2. In the Licensing ribbon bar, click Activate.
20
20
21
18
Help and Licensing 21
© 2011 DesSoft
3. Click De-Activate Local License.
4. If the transaction failed, refer to the Firewall and Proxies Section. 5. If DesSoft EDes was previously setup to connect to the CUM and there are licenses available on
CUM your computer will automatically fetch a license from the CUM on your company's LAN.6. If DesSoft EDes stays in EVALUATION mode refer to the License Management section to set
up licensing.
3.3 About Dialog
The about dialog shows information about the current version as well as support information.
1. In the ribbon bar, click Help.2. In the Actions ribbon bar, click About.
18
16
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
IV
EDes Training Manual24
© 2011 DesSoft
4 Projects
In this section we will cover:
The available options when creating a project.How to create a project.How to open a project .Entering project related information.How to backup and restore a project.
4.1 Project Building Options
'Build Project From' options
1. System Project - The project will be created from the original project structures found on theinstallation CD/DVD.
2. Current Project (Without Data) - A duplicate of the current project will be made, excluding thedata. This is useful if you have added custom fields to the database and wish to use it in anotherproject.
3. Current Project (With Data) - A duplicate of the current project will be made, including thedata. This is handy if you have projects that contain very similar data.
'Build Project With' options
1. Local Libraries - The project will have it's own library, which will only be available to that project.2. Shared Libraries - Multiple projects can use the same library.
'Project Type' options
1. Access 2000 - This is mostly used when the project often needs to be mobile.2. SQL Server - This is mostly used when large teams work on the same project and the project
does not need to be mobile.
NOTE: When creating SQL Server projects, the company's SQL ServerAdministrator's credentials are required to give DesSoft EDes rights to create
the SQL database and user login in SQL Server.
4.2 Creating a Project
1. Click on the Go Button > Projects.2. In the Project ribbons bar, click New.3. Make the project root C:\Training4. Name the project Training.5. Select System Project from the Build Project From section.6. Select Shared Libraries from the Build Project With section.7. Select Access 2000 as Project Type.8. Click Ok.
24
24
25
26
27
Projects 25
© 2011 DesSoft
4.3 Opening a project
1. Click on the Go Button > Projects.2. Select the project you want to open.3. Click Open.4. Enter a Username and Password.5. After logging in the project is open and ready for you to work in.
EDes Training Manual26
© 2011 DesSoft
4.4 Project Information
1. Click on the Go Button > Projects.2. In the Project Data ribbon bar, click Project Information.3. Enter the project related information.
NOTE: All project related information can be used on diagrams and reports.
Projects 27
© 2011 DesSoft
4.5 Backup & Restore Projects
1. Click on the Go Button > Projects.2. In the Project Database ribbon bar, click on Backup.3. Create a new folder named Training in the root of C:\4. Specify the location of the new training folder.5. Call the file name Training Backup6. Select ALL the Additional Options.
7. After the backup is complete, click on the Go button > Components.8. Select 20-F-01 in the Tag List.9. In the Component ribbon bar, click Delete.10. Click on the Go button > Projects.11. In the Project Database ribbon bar, click Restore.12. Select your project.13. Click Ok.14. Click on the Go button > Components.15. Notice that 20-F-01 is restored.
NOTE: Backup & Restore is only applicable on MS Access Projects. For SQLprojects these functions only backup the documents, templates etc
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
V
EDes Training Manual30
© 2011 DesSoft
5 Creating Plant Components
In this section we will cover:
Creating a cubicle.Creating Devices in the cubicle.Creating tstrips in the cubicle.Creating cables and their cores.Creating a motor in the cubicle.Creating signal instruments in the cubicle.Creating a Schematic Diagram for the cubicle.Creating a MCC .Associating cubicles to a MCC .Creating a Single Line Diagram (SLD).Allocating SLD symbols to panels/cubicles.
We will be building the following cubicle according to the schematic below.
31
31
32
34
35
36
36
38
38
39
40
Creating Plant Components 31
© 2011 DesSoft
5.1 Create a Cubicle and add Devices
1. Click on the Go Button > Components.2. In the New Components ribbon bar, click Panels > Electrical cubicle.3. Under Tag Number, enter 22-M-01;MCC1/T01-F01.4. Under Tag Rules, select Cubicle.
5. On the component's window that has opened up, click on Devices.
6. In the New Component Items ribbon bar, click Device.7. Under Tag Rule, select DevQ1. (The tag number doesn't matter, since the tag rule contains a
Tagnum rule line)8. When prompted to create a new device tstrip, click No.
EDes Training Manual32
© 2011 DesSoft
9. Create another device (Contactor) using the DevK1 Tag Rule. (The tag number doesn't matter,since the tag rule contains a Tagnum rule line)
10. Create another device (Overload) using the DevF1 Tag Rule. (The tag number doesn't matter,since the tag rule contains a Tagnum rule line)
5.2 Creating Tstrips in the Cubicle
1. In the component's window tree view, click on Tstrips.2. In the New Component Items ribbon bar, click Tstrip.3. Under Tag Rule, select TsX1. (The tag number doesn't matter, since the tag rule contains a
Tagnum rule line)4. Click OK.5. Repeat step 2 to 4 and create another tstrip using the TsX2 Tag Rule.6. Select Tstrip X1. Make sure Auto Show is selected in the Show Details ribbon bar.7. In the box that appears, type/select "3" in the Rows box. Tnum 1,2,3 will show now.8. Double click on Tnum 1 and change it to U.9. Double click on Tnum 2 and change it to V.10. Double click on Tnum 3 and change it to W.11. Click Add.
Create the X2 Tstrip's terminals as follows:
Creating Plant Components 33
© 2011 DesSoft
EDes Training Manual34
© 2011 DesSoft
5.3 Creating Cables and Cores in the Cubicle
1. In the component's window tree view, click on Cables.2. In the New Component Items ribbon bar, click Cable.3. Under Tag Rule, select CableC. (The tag number doesn't matter, since the tag rule contains a
Tagnum rule line)4. Click OK.5. Repeat step 2 to 4 and create cable C001 using the Num Tag Rule. (The tag number doesn't
matter, since the tag rule contains a Tagnum rule line)6. In the New Component Items ribbon bar, click Electrical Cable.7. Under Tag Rule, select CableP. (The tag number doesn't matter, since the tag rule contains a
Tagnum rule line)8. Click OK.9. Create cores for the cables the same way you created the terminals for the tstrips.
Create the C-22-M-01 cable's cores as follows:
Create the C001 cable's cores as follows:
Create the P-22-M-01 cable's cores as follows:
Creating Plant Components 35
© 2011 DesSoft
5.4 Creating a Motor in the Cubicle
1. In the component's window tree view, click on P-22-M-01.2. In the New Component Items ribbon bar, click Motor.3. Under Tag Rule, select Motor. (The tag number doesn't matter, since the tag rule contains a
Tagnum rule line)4. Click OK.5. When prompted to create a new motor tstrip, click Yes.
Create the motors tstrip as follows:
EDes Training Manual36
© 2011 DesSoft
5.5 Creating Signals in the Cubicle
1. In the component's window tree view, click on Signals.2. In the New Component Items ribbon bar, click Instrument Signal.3. Under Tag Rule, select MCCsig-Healthy. (The tag number doesn't matter, since the tag rule
contains a Tagnum rule line)4. Click OK.5. When prompted for a new instrument tstrip, click Yes.6. Create 1 terminal for the instrument signal.7. Repeat step 2 to 6 and create another instrument signal, using the MCCsig-Field Healthy tag
rule. (The tag number doesn't matter, since the tag rule contains a Tagnum rule line)8. Repeat step 2 to 6 and create another instrument signal, using the MCCsig-Run tag rule. (The
tag number doesn't matter, since the tag rule contains a Tagnum rule line)9. Repeat step 2 to 6 and create another instrument signal, using the MCCsig-PLC start tag rule.
(The tag number doesn't matter, since the tag rule contains a Tagnum rule line)
5.6 Creating a Control Instrument in the Cubicle
1. In the component's window tree view, click on the C-22-M-01 cable.2. In the New Component Items ribbon bar, click Control Instrument.3. Under Tag Rule, select MCC-Ctrl. (The tag number doesn't matter, since the tag rule contains a
Tagnum rule line)4. Click OK.5. When prompted for a new instrument tstrip, click Yes.6. Create the Tstrip according to the configuration below.
5.7 Creating a Schematic Diagram for the Cubicle
1. Click on the Go Button > Components.2. In the List Options, select Cubicles.3. From the Tag List, open MCC1/T01-F01.4. In the component's window tree view, click Documents.5. In the New Component Items ribbon bar, click Document.6. Under Tag Rules, select DocDOL. (The tag number doesn't matter, since the tag rule contains a
Tagnum rule line)7. Click OK.
NOTE: The Tag Rule assigns a template to the document.
Creating Plant Components 37
© 2011 DesSoft
Changing the template for the document.
1. In the component's window tree view, select the Document.2. In the Document ribbon bar, click Properties.3. In the Tstrip section, select all the tstrips.4. From Select Document Type, select the desired document type.5. From Select Template, select the desired template.6. Click OK.
EDes Training Manual38
© 2011 DesSoft
5.8 Creating a MCC and associating Cubicles to it
1. Click on the Go Button > Components.2. In the New Components ribbon bar, click MCC.3. Under Tag Number, enter MCC1.
4. In the List Options, click on Cubicles.5. In the Tag List, select MCC1/T01-F01.6. In the Component ribbon bar, click Associate.7. Click Yes.
Creating Plant Components 39
© 2011 DesSoft
5.9 Creating a Single Line Diagram
1. Click on the Go Button > Components.2. In the List Options, select MCC.3. From the Tag List, open MCC1.4. In the component's window tree view, click Documents.5. In the New Component Items ribbon bar, click Single Line Diagram.
6. Click OK.7. In the component's window tree view, select the Single Line Diagram.8. In the Document ribbon bar, click Preview.
NOTE: The SLD is empty! A symbol has to be allocated to each panel/cubicle inthe MCC.
EDes Training Manual40
© 2011 DesSoft
5.10 Selecting SLD Symbols for Panels
NOTE: For a panel/cubicle to appear on the SLD, a symbol must be allocated toit.
1. Click on the Go Button > Components.2. In the List Options, select MCC.3. From the Tag List, open MCC1.4. In the component's window tree view, select MCC1/T01-F01.5. In the Panel Table Properties window, select Sym_Motor from SLDSymbol.6. View the Single Line Diagram again.
Creating Plant Components 41
© 2011 DesSoft
5.11 Create an E&I Panel and its terminals
1. Click on the Go Button > Components.2. In the List Options, select Field Panels.3. In the New Components ribbon bar, click Panels > Field Panels.4. Under Tag Number, enter 22-EI-01.5. Under Tag Rule, select PanelEI.6. Create a Tstrip for the panel as shown below, using the Tstrip Tag Rule.
22-EI-01 Tstrip configuration
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
VI
EDes Training Manual44
© 2011 DesSoft
6 Cable Block & Core Connections
In this section we will cover:
How to make a Cable Block Diagram.How to populate the newly made Block Diagram.How to do cable connections.How to detail connections.
We will be building the following Cable Block Diagram and do the detailconnections.
45
45
46
46
Cable Block & Core Connections 45
© 2011 DesSoft
6.1 Block Connect
Create a new diagram for the cubicle
1. Click on the Go button > Block Connect.2. In the Block diagram ribbon bar, click New.3. Make the Tag Number BK-01 and click Ok.
Drag the cubicle and EI panel onto the diagram
4. In the Tag List you will see a Documents tab and a Components tab, click on Components.5. Click on Panels in the List Options view.6. Select all the panels in the Tag List and drag & drop them onto the empty diagram.
Build Connections
7. If some of your cables do not appear automatically on the diagram, select the panel(s) and/orinstrument(s) on the diagram and click on Build connections in the Component ribbon bar.
Auto arrange the components on the diagram
8. Click on Auto Arrange in the Diagram ribbon bar.9. Select all the components on the diagram and move it where you want to on the diagram.
Connect the destination side of the cables
10. As shown below, on the tip of each cable, click and drag the C001 cable over to the left handside connection point of the EI panel.
EDes Training Manual46
© 2011 DesSoft
6.2 Detail Connect
1. Click on the Go button > Detail Connect.2. In the List Options, select Panels.3. Double click on MCC1/T01-F01 in the Tag List.4. Click on the C001 cable in the small block connect window.
Connect the C001 cable's cores
5. Click on the arrow next to the Tstrip(s) button in the source section and select X2. (As shownbelow)
6. In the source section, click the first row under Connected Cable (This will select all theterminals).
7. In the cable section, click the first row under Src TS.Tnum (This will select all the cores).8. In the Connection Commands ribbon bar, just above the cable section, click on connect.9. In the destination section, click the first row under Connected Cable (This will once again
select all the terminals).10. In the cable section, click the first row under Des TS.Tnum. (This will once again select all
the cores).11. In the Connection Commands ribbon bar, click on connect.12. In the Data Changes ribbon bar, click Save.13. When prompted to increment the Tstrip's connection position, click Yes.
Connect the Control Instrument's cable cores
14. Click on the C-22-M-01 cable in the small block connect window.15. Click on the arrow next to the Tstrip(s) button in the source section and select X2.16. In the source section, click the first available row under Connected Cable (This will select
the last 3 terminals).17. In the cable section, click the first row under Src TS.Tnum (This will select all the cores).18. In the Connection Commands ribbon bar, just above the cable section, click on connect.19. In the destination section, click the first row under Connected Cable (This will once again
select all the terminals).20. In the cable section, click the first row under Des TS.Tnum. (This will once again select all
the cores).21. In the Connection Commands ribbon bar, click on connect.22. In the Data Changes ribbon bar, click Save.23. When prompted to increment the Tstrip's connection position, click Yes.
Cable Block & Core Connections 47
© 2011 DesSoft
Connect the Motor's power cable cores
24. Click on the P-22-M-01 cable in the small block connect window.25. Click on the arrow next to the Tstrip(s) button in the source section and select X1.26. In the source section, click the first row under Connected Cable (This will select all the
terminals).27. In the cable section, click the first row under Src TS.Tnum (This will select all the cores).28. In the Connection Commands ribbon bar, just above the cable section, click on connect.29. In the destination section, click the first row under Connected Cable (This will once again
select all the terminals).30. In the cable section, click the first row under Des TS.Tnum. (This will once again select all
the cores).31. In the Connection Commands ribbon bar, click on connect.32. In the Data Changes ribbon bar, click Save.33. When prompted to increment the Tstrip's connection position, click Yes.
Single Wire Connections inside the Cubicle
34. Click on the MCC1/T01-F01 panel in the small block connect window.35. In the source section, select the 22-M-01A tstrip.36. In the destination section, select the X2 tstrip.37. In the Single Wire section, click on the arrow next to the Add Wire button. (As shown below)38. Add a GY wire.39. Connect the wire to the first available terminals in the source and destination.40. Repeat step 42 to 46 for tstrip 22-M-01B, 22-M-01C and 22-M-01D.41. In the Data Changes ribbon bar, click Save.
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
VII
EDes Training Manual50
© 2011 DesSoft
7 Hands-On One
For this hands-on session we are going to use all the skills learnt so far to dothe following:
1. Create a new project: Training2.2. Create 3 cubicles. (containing exactly what the cubicle we did earlier contained)3. Create a MCC: MCC1.4. Associate the cubicles with the MCC.5. Create and view a Single Line Diagram for the MCC.6. Create and view Schematic Diagrams for the cubicles.7. Build the Cable Block Diagram below.8. Do the detail connections.
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
VIII
EDes Training Manual52
© 2011 DesSoft
8 Datasheets
In this section we will cover:
How to create a datasheet.How to link a database field to a datasheet cell.
8.1 Creating Datasheets
1. Click on the Go button > Datasheets.2. In the List Options, expand Equipment.3. Under Equipment, select Motors.4. Click on the Open Module button in the ribbon bar.5. Click on New in the Datasheet Documents ribbon bar.6. Under Tag Number, enter TRAINING.7. Click Ok.8. Under Sheet, enter 1 of 1.9. Under Description, enter Training Datasheets and click Ok.10. The message below will appear, informing you that Tag Numbers can now be associated
with the newly created Datasheet.
11. In the Available Tag Numbers list on the left hand side of the screen, double click on 22-M-01 to associate it with the document.
12. The Synchronize window will appear, allowing you to synchronize data between the documentand the database. At the moment there's no data to synchronize, click Close.
52
54
Datasheets 53
© 2011 DesSoft
13. In the Templates list in the bottom left hand corner, click on System Library. (As shownbelow)
14. Double click on Electric Motor.15. When prompted to confirm rebuilding the current datasheet from the Electric Motor template,
click Yes.16. The Synchronize window will appear again. In the Synchronize ribbon bar, click Select All
and then To Document.
17. Click Close.
EDes Training Manual54
© 2011 DesSoft
8.2 Linking a database field to a datasheet cell
1. Click next to Motor No.2. In the Database Fields window on the right hand side of the screen, double click on EIndex.
TagNum.3. Click Yes.
NOTE: If the database field is already linked to another cell in the currentdatasheet, you will be prompted whether you wish to move the link to the new
datasheet cell. Thus disconnecting the database field from its originaldatasheet cell.
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
IX
EDes Training Manual56
© 2011 DesSoft
9 Documents
In this section we will cover:
How to use the document explorer .How to add revisions to documents .How to batch print .Creating other Excel documents.
9.1 Document Types
The following document types are available in DesSoft EDes.
BLK - Cable Block Connection DiagramDSH - DatasheetSDM - SchematicSLD - Single Line DiagramDWG - AutoCAD FileHKP - Hookup
9.2 Document Explorer
1. Click on the Go Button > Documents.2. In the Tag List, select 22-M-01.3. In the Document Action ribbon bar, click Update and View.
9.3 New Revisions
1. Click on the Go Button > Documents.2. Select all the documents in the Tag List.3. In the Document Action ribbon bar, click on Revise.4. Under Number, select A.5. Under Status, select FOR APPROVAL.6. Fill in the rest of the fields as required.7. Click Ok.8. Select 22-M-01 from the Tag List.9. In the Document Action ribbon bar, click on Update and View.
56
56
57
57
Documents 57
© 2011 DesSoft
NOTE: To update the Rev fields in the tables, use the Revise Project button inthe Projects module.
9.4 Batch Print
1. Click on the Go Button > Documents.2. Select all the documents in Tag List. 3. In the Document Action ribbon bar, click on Print.4. Click No.
NOTE: Clicking Yes, will print the selected documents.
9.5 Other Excel Document
Build an Other Excel Document for cable 22-EI-01
1. Click on the Go Button > Other Excel Documents.2. In the List Options, select Cables.3. Double click on 22-EI-01 in the Tag List.4. In the Other Excel Documents ribbon bar, click on New.
EDes Training Manual58
© 2011 DesSoft
5. Under Tag Number, enter Cable Check Sheet.6. Click Ok.7. Under Sheet, enter 1 of 1.8. Click Ok.
9. You will be notified that tag numbers can now be associated with the document.10. In the Templates list, double click on CableCheckSheet.11. When prompted to confirm rebuilding the current document from the CableCheckSheet
template, click Yes.
NOTE: The interface is the same as datasheets. Here you can customize it, andlink fields to it.
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
X
EDes Training Manual60
© 2011 DesSoft
10 Hands-On Two
For this hands-on session we are going to use all the skills learnt so far to dothe following:
1. Create a new project: Training3.2. Create 3 cubicles. (containing exactly what the cubicle we did earlier contained)3. Create a MCC: MCC1.4. Associate the cubicles with the MCC.5. Create and view a Single Line Diagram for the MCC.6. Create and view Schematic Diagrams for the cubicles.7. Build the Cable Block Diagram below.8. Do the detail connections.9. Create a datasheet for every motor.
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
XI
EDes Training Manual62
© 2011 DesSoft
11 Libraries
In this section we will cover:
How to create library items.
What are Libraries?
Libraries are where all predefined/typical Panels / Cables / Cards / Terminal Strips / Motors etc.are stored.
There are two types of Libraries.
Local Library, and it is not shared. Meaning, only the current project can see it.Shared Libraries. which are accessible over multiple projects.
Shared libraries are recommended when you have multiple projects that canuse the same libraries.
63
Libraries 63
© 2011 DesSoft
11.1 Creating a Library item
To create a library item a typical must be built first. We already have a typical cubicle so we are justgoing to store it in the library.
1. On the ribbon bar, click View.2. In the Libraries ribbon bar, click Project Library to open the Library window.3. Click on the Go button > Components.4. Under List Options, select Cubicles.5. From the Tag List, open MCC1/T01-F01.6. Drag & drop the panel onto the Library List. (As shown below)7. Under Tag Number, enter DOL 1.5kW.8. Click OK.
9. The library item will appear in the Library List.
10. To test the library item, create MCC1/T02-F02 and drag & drop the library item on it.
NOTE: Tag Rules are very important when creating libraries. The wrong TagRules will result in incorrect numbering when creating items from the libraries.
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
XII
EDes Training Manual66
© 2011 DesSoft
12 Standards
In this section we will cover:
How to add an instrument standard.How to associate an instrument standard with an instrument .
What are Standards?
A standard is a collection of data, that is provided as standard information by the manufacturer of aspecific component.
Let's take a cable for example:
Who is the manufacturer?What is the core size?What is the outside diameter?What is the rated current?What is the rated voltage?What is the mV drop?How much does it cost? etc.
67
67
Standards 67
© 2011 DesSoft
12.1 Updating Standards
Add a motor standard to the motor standards table.
1. Click on View in the ribbon bar.2. In the Standards Editor ribbon bar, click on Motor Standards.
3. Click on Add. 4. In the new record that appears, enter Training under Manufacturer.5. Enter Motor, under Model.6. Enter 380V motor, under Description.7. Scroll right to the end, and enter 9 under Cost.8. Click Ok.9. Click View in the ribbon bar.10. In the Standards ribbon bar, click on Project.11. In the Standards list, select the Motor tab.12. Under Manufacturer, filter for Training. The new motor standard will appear in the list.
12.2 Associate a standard to a component
1. Click View in the ribbon bar.2. In the Standards ribbon bar, click on Project.
EDes Training Manual68
© 2011 DesSoft
3. In the Standards list, select the Instruments tab.4. Click on the Go Button > Components.5. In the List Options, expand Speed Tool Components.6. Select Motors.7. In the Standards List, filter for Training in the Manufacturer column.8. In the Tag List, select 22-M-01.9. Drag & drop the selected standard onto the selected component.
NOTE: The same method is used to associate a Cable-, Card- or devicestandard.
NOTE: Bulk association/updates can be done by selecting multiplecomponents in the Tag List.
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
XIII
EDes Training Manual70
© 2011 DesSoft
13 Racking and Routing
Create a new rack and define its properties
1. Click on the Go button > Racking & Routing.2. In the Module Actions ribbon bar, click Open Module.3. In the Racks ribbon bar, click on New Rack.
4. Under Description, enter Main Rack.5. Under Location, enter MCC.6. Under Length, enter 100. (Represents Meters)7. Under Width, enter 300. (Represents Millimeters)8. Under Depth, enter 100. (Represents Millimeters)9. Under Spacing, enter 2. (Represents Millimeters)10. Under Fill Factor, enter 80. (Represents Percentage)11. Leave the Environmental Factors section unchanged.12. Click Ok.
Create a sub-rack for this rack and define its properties
13. In the Racks ribbon bar, click on New Sub Rack.14. Under Description, enter Sub Rack A1.15. Under Location, enter MCC.16. Under Length, enter 100. (Represents Meters)17. Under Width, enter 200. (Represents Millimeters)18. Under Depth, enter 100. (Represents Millimeters)19. Under Spacing, enter 2. (Represents Millimeters)20. Under Fill Factor, enter 80. (Represents Percentage)21. Leave the Environmental Factors section unchanged.22. Click Ok.
Create another sub-rack for rack A and define its properties
23. Click on A.24. In the Racks ribbon bar, click on New Sub Rack.25. Under Description, enter Sub Rack A2.26. Under Location, enter MCC.27. Under Length, enter 100. (Represents Meters)28. Under Width, enter 150. (Represents Millimeters)
Racking and Routing 71
© 2011 DesSoft
29. Under Depth, enter 90. (Represents Millimeters)30. Under Spacing, enter 2. (Represents Millimeters)31. Under Fill Factor, enter 80. (Represents Percentage)32. Leave the Environmental Factors section unchanged.33. Click Ok.
Create a sub-rack for rack A2 and define its properties
34. Click on A2.35. In the Racks ribbon bar, click on New Sub Rack.36. Under Description, enter Sub Rack A21.37. Under Location, enter Boiler.38. Under Length, enter 40. (Represents Meters)39. Under Width, enter 150. (Represents Millimeters)40. Under Depth, enter 100. (Represents Millimeters)41. Under Spacing, enter 2. (Represents Millimeters)42. Under Fill Factor, enter 80. (Represents Percentage)43. Leave the Environmental Factors section unchanged.44. Click Ok.
Select a cable and route it onto Sub Rack A21
45. Click on A21.46. In the Cable Route ribbon bar, click Auto Route.
Define its tie-offs and use as cable route
47. Under Length of Rack, select End of Rack (<) and enter 3 in the box.48. Under Fixed Structure Length, leave it on Angle Iron and enter 2 in the box.49. Under Free Cable Length, enter 3 in the box.
EDes Training Manual72
© 2011 DesSoft
50. In the Tag List, click on P-22-M-01.51. Click on Use as cable route.52. In the Show ribbon bar, click on Cables on rack.
Calculation options explained
Tie-off lengths per cable must be specified according the following rules: Begin of Rack (>) option - The cable jumps of the beginning of the rack at the specifiedlength. End of Rack (<) option - The cable jumps of the end of the rack at the specified length. (Racklength minus length specified)
Fixed structure length is where the cable jumps off the rack onto an Angle Iron or Conduit pipeor any other fixed structure that cannot be classified as a rack. The whole length specified will becalculated.
Free Cable Length will be unsupported cable. The whole length specified will be calculated.
Racking and Routing 73
© 2011 DesSoft
Uses Rack Width check (by default on) can be switched off if the diameter of the cable must beignored when doing the rack width utilization calculation when (for example) the cable is lying ontop of another cable.
Use As Cable Route will do the above calculation as well as all the lengths of the racks in theroute for all selected cable(s) in the Cable List and Saves the route to the database.
Recalculate Cable Lengths can be used to recalculate all the already routed cables when racklengths have been changed afterwards in the Rack Table. The recalculate cable lengths can bedone at any stage during the project.
Calculate Rack Utilization is used to calculate the Used Width AND Unit Weight of the racks.This can be done at any time during the design phase but the final calculation must be done afterthe cables have been routed and the correct cables standards have been assigned or calculated.A red rack name will indicate that the used width for that rack is more than the defined width forthat rack. The Unit Weight will be calculated according to the specified Unit Weight for the cablestandard assigned to the routed cable.
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
XIV
EDes Training Manual76
© 2011 DesSoft
14 Tables
In this section we will cover:
How to modify table structures.How to import table information.How to export table information.How to rebuild tag numbers.How to parse tag numbers.
14.1 Modifying Table Structures
Change the field size of the I_O column in the Term table.
1. Click on the Go button > Tables.2. In the Table List, click on Term.3. In the Table Option ribbon bar, click Modify.4. In the list, select I_O.5. Change the Field Size to 8.
6. Click Update.7. Click Ok.
NOTE: You can also add / delete columns here.
NOTE: Always refresh your table for changes to be visible.
76
78
77
79
79
Tables 77
© 2011 DesSoft
14.2 Exporting Tables
1. Click on the Go button > Tables.2. From the Table List, open the table you wish to import to.3. In the Table Data ribbon bar, click Export.
4. Select the file type you wish to export the table data to.5. Browse to the location where you wish to create the file by clicking the ellipse button.6. Specify the filename.7. Click OK.
EDes Training Manual78
© 2011 DesSoft
14.3 Importing Tables
1. Click on the Go button > Tables.2. From the Table List, open the table you wish to import to.3. In the Table Data ribbon bar, click Import.4. Browse to the file you wish to import.5. Click Open.
6. Check the field(s) that exist in the file as well as in the table that can be used as the link keybetween the file rows and the table records.
7. Click OK.
Tables 79
© 2011 DesSoft
14.4 Rebuild Tag Numbers
1. Click on the Go button > Tables.2. Double click on EIndex to open the Electrical Index table. 3. In the Area field of 22-M-01, make it 100 and press enter.4. Select the Area field of 22-M-01 again. 5. Press and hold Ctrl on your keyboard and press the down arrow.
The Ctrl key copies the selected field's value to the next cell.The Alt key increments the selected field's value to the next cell.
6. Once all the Area fields are 100, click on Bulk Tools in the ribbon bar.7. In the Tag Rule Tools ribbon bar, click Rebuild Tag Numbers.8. In the Grid Data Actions ribbon bar, click Refresh.
NOTE: This will only work if you have Tag Rules in place.
14.5 Parse Tag Numbers
1. Click on the Go button > Tables.2. Double click on IIndex to open the Instrument table.3. Clear the Area, Func and Num columns!!4. Enter Area-Func-Num in the TagRule column. 5. Press and hold Ctrl on your keyboard and press the down arrow.
The Ctrl key copies the selected field's value to the next cell.The Alt key increments the selected field's value to the next cell.
6. Once all the rows are populated, click on Bulk Tools in the ribbon bar.7. In the Tag Rule Tools ribbon bar, click Parse Tag Numbers.8. In the Grid Data Actions ribbon bar, click Refresh.
NOTE: This will only work if you have Tag Rules in place.
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
XV
EDes Training Manual82
© 2011 DesSoft
15 Queries
In this section we will cover:
How to create queries.
15.1 Creating Queries
Write a query to count the devices in the project
1. Click on the Go Button > Queries.2. In the Query Options ribbon bar, click New.3. Select Create a SELECT query.4. Under Query Name, enter Device Count.5. Click Import.
6. Write the following query to return the amount of devices in the project, in Notepad/Word.
SELECT Count(Device.TagNum) AS DeviceCount FROM Device
7. Copy and paste the query into the import box in the picture above.
82
Queries 83
© 2011 DesSoft
8. Click Next.9. Click Finish.10. In the Queries List, expand Select.11. Double click on Device Count.
Change the query to include the panel tag numbers the devices belong to
12. In the Queries List, select Device Count.13. In the Query Options ribbon bar, select Modify.14. Change your query to the following:
SELECT Panel.TagNum, Count(Device.TagNum) AS DeviceCountFROM Panel INNER JOIN Device ON Panel.PanelID = Device.PanelIDGROUP BY Panel.TagNum
15. Click Next.16. Click Finish.17. Double click on Device Count.
In the query above, we joined the panel table to the device table and grouped the result by thepanel tagnum.
Change the query to count only circuit breakers
18. Modify your query and change it to the following:
SELECT Panel.TagNum, Count(Device.TagNum) AS DeviceCountFROM Panel INNER JOIN Device ON Panel.PanelID = Device.PanelIDWHERE Device.TagNum LIKE 'Q%'GROUP BY Panel.TagNum
In the query above, we only added device.model to the group by statement in order to split the variousdevices that are counted. We also added it to the select statement.
STATEMENT EXPLANATION
SELECT Selects data from the database
JOIN Joins tables together
WHERE Filters the selected data for a specified value
GROUP BY Groups common values for the fields specified, inthe order they are specified
EDes Training Manual84
© 2011 DesSoft
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
XVI
EDes Training Manual86
© 2011 DesSoft
16 Reports
In this section we will cover:
How to view reports.How to create your own reports.
16.1 Viewing Reports
Select and view the Electrical index and Cable Schedule.
1. Click on the Go Button > Reports.2. Double click on Electrical Index to view it, close when done.3. Double click on Cable Schedule to view it, close when done.
16.2 Creating Reports
NOTE: We are going to create a report for the Device Count query.
1. Click on the Go Button > Queries.2. In the Queries List, select Device Count.3. In the Query Options ribbon bar, click Modify.4. Copy the query.5. Click cancel.6. Click on the Go Button > Reports.7. In the Report File ribbon bar, click New.8. Paste the query in the box that appears.
9. Click Next.10. Move both fields into the Detail section.
86
86
Reports 87
© 2011 DesSoft
11. Click Next.12. Under Layout, Select Tabular.13. Click Next.14. For training, select the first style for your report. Otherwise, select any style you wish to use.15. Click Next.16. Name the report CB Count.17. Select Modify the report's design.18. Click Finish.19. Change the design of the report to look like the one below.
Always remember to double check the intelligent fields' Design Name andData Text.
20. In the Save ribbon bar, click Save.21. In the View ribbon bar, click View. Your report should look similar to the one below.
EDes Training Manual88
© 2011 DesSoft
NOTE: Document tokens also work on reports.
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
XVII
EDes Training Manual90
© 2011 DesSoft
17 Templates
In this section we will cover:
Auto config files.Customizing Auto config files.
17.1 Auto Config Files
A Single Line Diagram (SLD) Configuration File must contain all the symbols required for theproject.The equipment symbols' block names must start with "Sym_" e.g. "Sym_Motor".The Page Line Symbol is a line with different tokens and/or line symbols that are used as hooksto hook on all the other symbols and can be defined to have different appearances per page byadding the page number to the symbol block's name. E.g. "Page3" for the page line symbol thatmust by used on page 3 of the SLD.The LegendText Symbol should contain all the headers for the data you wish to display on theSLD.The LegendTokens Symbol should obviously contain all the document tokens correspondingwith the headers in the LegendText Symbol.The horizontal position of symbols DON'T matter at all, but the vertical positions of symbolsmatter!!
90
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
XVIII
EDes Training Manual92
© 2011 DesSoft
18 Updating the Picklist
When new SLD symbols are created in the Auto Config File, they have to be added to theSLDSymbol Picklist before they can be assigned to panels.
1. In the ribbon bar, click View.2. In the Picklist & Aliases ribbon bar, select SLDSYMBOL from the drop-down box.3. In the Picklist & Aliases ribbon bar, click Picklist.4. Under List Item, enter the name of the symbol. Sym_BusCoupler in this case.5. Under Description, enter Bus Coupler Symbol.6. Click Add.7. Click OK.
The Sym_BusCoupler symbol is now available to assign to a panel.
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
XIX
EDes Training Manual94
© 2011 DesSoft
19 Tokens
In this section we will cover:
How Document Tokens work.
19.1 Document Tokens
What are document tokens?
A token is the text on a drawing that is being used to link information from the database. A tokencan be identified as text starting with the “&” character.
Understanding document tokens
Typical token structure is &1B2,Panel.TagNum or &2A3,Term.TNum.As terminal, Panel, Tstrip, etc numbers are commonly used per template, shortcuts can be createdto reduce the amount of “clutter” on the template. These shortcuts must be created and viewed inEDes from the menu “View\Document Tokens”. For the above example Panel.TagNum can bereplaced by Panel and Term.TNum by TN.E.g: &1B2,Panel or &2A3,TN. To achieve this, the document tokens are created as follows:
Panel = Panel.TagNumTN = Term.TNum
And for the same matter one could createTC = Core.Core (Connected Terminal’s Core Color)
A token consist of the identifier, an address section and the database reference name, e.g. &2A3,Term.TNum where:1. Identifier = &2. Address = 2A3The address (2A3) is the seek field been used to get the correct record from the database where:\
Ord address = the digits before the character, in this case “2” represents an Ord number of theTstrip in Field bus templates or the Ord of the Instrument in a Loop drawing. Thus in a typical fieldbus junction box, there can be three or more Tstrips and the Ord field in the Tstrip table willuniquely identify the Tstrip’s data to be displayed on the drawing.TsCon address = the Tstrip connection position within a connection row. A connection row are theconnections for example from the instrument’s positive terminal to the junction box terminal, viamulti-core cable to the PCS/PLC/DCS cabinet’s terminal to the card’s terminal and then onewould have another row for the negative terminal, etc. The TsCon will start at A and increments toD in the above scenario. (See below)
Trow address = the digits after the character, in this case “3” that presents the terminal rownumber within the tstrip or for that matter in a loop diagram the Instrument’s tstrip’s trow number.The Trow address is only required when detail connections needed to be displayed.
94
Tokens 95
© 2011 DesSoft
1. Database reference = Term.TNum(Remember that the database reference can be replaced by a shortcut token)(The database reference needs to have the table name plus a dot plus the column name in that table.When a shortcut token is used, there is additional functionality available namely the IIF function andalso the Get type functions like GetS, GetN, etc.)
Tips (suggestions) for future planning when using templates on a EDes project:
To allow existing templates to work and possible future templates to be created as different loopconfigurations occur during the project process:
1. Make sure that all instruments are in Tstrip connection position (TsCon) “A”2. All junction box TsCon in “J”, which allows other JB’s or LCP to be created between the
Instrument and the JB.3. All Card TsCon in “Y”, which allows other cabinets, Marshalling strips to be somewhere between
“J” and “Y”, etc.
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
XX
EDes Training Manual98
© 2011 DesSoft
20 Speed Tools
In this section we will cover:
Panel table import.Bulk updates using the libraries.
20.1 Panel Table Import
1. Copy the following into an excel spreadsheet:
2. Click on the Go button > Tables.3. From the Table List, open the Panel table.4. In the Table Data ribbon bar, click Import.5. Browse to the file you wish to import.6. Click Open.7. Click OK.
98
99
Speed Tools 99
© 2011 DesSoft
20.2 Bulk Update Using Libraries
1. Click on the Go Button > Components.2. In the List Options, click on Cubicles.
3. In the Tag List, select only the cubicles where CircuitType is DOL-1.5kW.
4. Click View in the ribbon bar.5. In the Libraries ribbon bar, select System Library.6. In Library, select the Panels tab.
7. Drag & drop DOL 1.5KW onto the selected cubicles in the Tag List.
NOTE: Use this method to create cores / tstrips / instruments / panels / devicesetc, in bulk.
EDes Training Manual100
© 2011 DesSoft
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
XXI
EDes Training Manual102
© 2011 DesSoft
21 Tag Rules
Tag Rules are used to build tag numbers in a certain format as well as populating additionalfields in the table of the component, the rule is applied on.In the following example is an Analog Input Transmitter Tag Rule that populates the Area, Func,Num and the I_O fields in the database for the instrument tag number.
NOTE: For more functions that are available, see the Internal Functions topic.103
Tag Rules 103
© 2011 DesSoft
21.1 Internal Functions
Internal functions used with Tag Rules and Document Tokens
There are just a few internal functions available to the user that can be used when designing tokensor tag rules.
1. GetS function (Get Substring)The GetS function will get a substring from the string passed as a parameter. Definition: GetS(nPos, String, Delimiter) wherenPos (number) is the position of the substring inside the string.String (text) is the passed string to the functionDelimiter (text) is used to determine the count for nPos. By default the delimiter is a "," and when itis something else one has to specify it.
E.g. to get the function (second) part out of a tag number (string) that consists of area-func-num ("-"is the delimiter) the function will be: GetS(2,"22-M-01","-") = "M"If the string must be a specific field in the database then the field name has to be passed like:GetS(2,TagNum,"-") = "M"
A literal string value must be passed with inverted commas ("). When a reference to a text fieldis passed as the string value, then the field name without the inverted commas is typed.A number is also passed without the inverted commas. A number reference is treated the sameas above.
2. GetL function (Get the Left part of a string)The GetL function will get the specified amount of characters from the left of the string.Definition: GetL(nPos, String) wherenPos (number) is the amount of characters from the left in the string.String (text) is the passed string to the function
E.g. GetL(2,"ABCD-123-EFG") = "AB"
3. GetR function (Get the Right part of a string)The GetR function will get the specified amount of characters from the right of the string.Definition: GetR(nPos, String) wherenPos (number) is the amount of characters from the right in the string.String (text) is the passed string to the function
E.g. GetR(2,"ABCD-123-EFG") = "FG"
4. GetN function (Get the Number part of a string)The GetN function will get the first numbers found from the string.Definition: GetN(String) whereString (text) is the passed string to the function
E.g. GetN("ABCD123-EFG") = "123"
5. GetC function (Get the Character part of a string)
EDes Training Manual104
© 2011 DesSoft
The GetC function will get the first characters found from the string.Definition: GetC(String) whereString (text) is the passed string to the function
E.g. GetC(GetS(1,"123ABCD-EFG",”-“)) = "ABCD"
6. GetP function (Get the Position character in a string) (only 2 parameters)The GetP function will get the character from the string at the specified position.Definition: GetP(nPos, String) wherenPos (number) is the position of the character counted from the beginning of the string.String (text) is the passed string to the function
E.g. GetP(2,"ABCD123-EFG") = "B"
7. GetP function (Get the Part of a string) (3 parameters)The GetP function will get part of the string from the specified position for an amount of characters.Definition: GetP(nPos, String, nAmount) wherenPos (number) is the position of the character counted from the beginning of the string.String (text) is the passed string to the functionnAmount (number) is the amount of characters to return from the defined position in the string.
E.g. GetP(3,"ABCD123-EFG",4) = "CD12"
8. GetX function (Get the NeXt value from the last character in a string)The GetX function will get the next incremented value for the last character in a string. It can be anumeric value or a string value.Definition: GetX(String) whereString (text) is the passed string to the function
E.g.1. GetX("ABCD123-EFG") = "ABCD123-EFH"E.g.2. GetX("ABCD123") = "ABCD124"
9. GetX function (Get the NeXt incremented count value from the last character in a string)The GetX function will get the next incremented count value for the last character in a string. It canbe a numeric value or a string value.Definition: GetX(String, nCount) whereString (text) is the passed string to the functionnCount (number) is the amount that the last character in the string needs to be incremented.
E.g.1. GetX("ABCD123-EFG",3) = "ABCD123-EFJ"E.g.2. GetX("ABCD123",3) = "ABCD126"
10. The above functions can be called as a combination like:E.g. TagNum = "22-M-001AB"GetR(2,GetS(3,TagNum,"-")) = "AB"
The function will always first evaluate the function within the brackets and work its way to theoutside. Thus the above example will first return the GetS(3,TagNum) that equals "001AB" then runthe GetR(2 part of the function which results in "AB".
EDesTraining ManualDesSoft - Engineering Design Documentation Software
Part
XXII
EDes Training Manual106
© 2011 DesSoft
22 EDes Options & Tools
In this section we will cover:
The DesSoft EDes options dialog.The Data Tools dialog.The Duplicate Tags tool.
22.1 EDes Options
1. Displays general project information. You can also change the location of the Libraries andSystem Project here by clicking on the linked path.
2. General options to hide/show inactive ribbon bar tabs, and to enable/disable multi tabs.3. Change document output behaviour as well as the document list's colors.4. Change the location where document repository is kept and general settings for repository
related items.5. Enable/disable tracking of changes and specify what type of changes must be tracked.6. Specify what data is stored with library items and how items are built from the libraries.7. Change the delimiter used for detail connections and if the CoreTag Update query must be run
or not after changes are made.8. Define proxy settings.9. DWG drawing options.
106
107
107
EDes Options & Tools 107
© 2011 DesSoft
22.2 Tools
Data Tools
Data tools is used to keep your project clean & proper.It's good practice to run the Essential Data Checks after component deletions, imports or afterlots of connection changes.It checks the database for any errors and rectifies them without a hassle.Keeping a database healthy has NEVER been this easy, nor this fast!
1. Deletes invalid block connections.2. Deletes invalid terminals from term table (Tstrip deleted) and detail connections.3. Deletes invalid cores from core table (cable deleted) and detail connections.4. Deletes invalid detail connections.5. Ensures that the connection row has the first connected terminal ID all the connection in the
rows.6. Removes unconnected equipment in the detail connections.7. Deletes loops that have no Instruments, Tstrips and Documents associated.8. Deletes panels that have no Tstrips, Devices, Documents, Cables, Cards and Instruments
associated.9. Finds and moves the physical document files that do not exist in the document table for current
projects, to an Orphaned Document Folder. (Files will be moved to the current projects location ina folder called OrphanedDocumentsBackup)(example > C:\CurrentProject\OrphanedDocumentsBackup)
10. Deletes the files and folders that were moved to the Orphaned Documents Folder.11. Updates empty soft addresses' TstripIDs to be the same as the associated card Tstrip.12. Allocates the instrument tags to the soft addresses, according to the detail connections.13. Clears all the allocated instruments from the soft address table.
EDes Training Manual108
© 2011 DesSoft
14. Updates the DocumentCon to have all associated items for each document.15. Updates the Tstrip order numbers in sequential order per panel according to the tag number.16. Updates the Device order numbers in sequential order per panel according to the tag number.17. Updates the Instrument order numbers in sequential order per loop according to the tag number.
Duplicate Tags
This tool checks for any duplicate tag numbers.It gives you the option to delete them, if there is any.Duplicate Tags can be checked for the different tables by selecting the correct option in the drop-down list.
Compare Tools
These tools enable you to synchronize the table structures between:2 ProjectsThe current project with the project libraryThe current project with the system libraryThe project library with the system library.
EDes Options & Tools 109
© 2011 DesSoft
Motor Calculations
Motor Calculations must be done before Cable Calculations otherwise Cable Calculations will beincorrect.The motor's cable must be connected to the motor for the Motor Calculation to be correct.You can filter any column in the Motor Standards and your calculation will then be performed,using only the Motor Standards listed.
1. Click on the Go Button > Tables.2. From the Table List, open the EIndex table.3. Ensure that the AbsorbPower column for the motor is populated.
4. In the ribbon bar, click Tools.5. In the Calculation Tools ribbon bar, click Motor.6. Specify the Load percentage for the calculations.7. In the Motor Standards List (on the left), filter for the Manufacturer you wish to use.8. Select the Motors the calculations must be done for.9. Click Calculate to find the motor closest to the AbsorbPower in the Motor Standards.10. Manual motor sizing can be done by dragging and dropping the Motor Standard on the
Manufacturer column on the right. 11. Click OK to complete the motor calculation.
EDes Training Manual110
© 2011 DesSoft
Cable Calculations
1. Click on the Go Button > Tables.2. From the Table List, open the Cable table.3. Ensure that the DeratingFactor column for the cable is populated.
4. In the ribbon bar, click Tools.5. In the Calculation Tools ribbon bar, click Cable.6. Click Configure.7. Under Formulas, select the formula to be used for the calculation.8. Click OK.
9. Select the cables you wish to do the calculations for.10. Click Calculate to calculate the closest cables in the cable standards with the formula
selected.11. Manual cable sizing can be done by dragging and dropping the cable standard on the CableSTD
column on the right. 12. Click OK to complete the cable calculation.
EDes Options & Tools 111
© 2011 DesSoft
Cable Drums
Specify cable lengths and cable drum sizes.Manage the amount of cables a drum can accomodate.
1. In the ribbon bar, click Bulk Tools.2. In the Allocation Tools ribbon bar, click Cable Drums.3. In the Drum Actions ribbon bar, click New.4. Under Tag Number, enter a drum name.5. In the Filter Options for Cables ribbon bar, select which cables to filter for.6. Highlight the cables you wish to allocate to the drum.7. In the Cable Actions ribbon bar, click Allocate.
Back Cover