TM-6104 AVEVA Instrumentation (12 1) Designer Rev 6.0

AVEVA Instrumentation
(12.1)
Designer
TM-6104
www.aveva.com
AVEVA Instrumentation™ (12.1)
Instrumentation Designer (TM-6104)
Copyright © 2013.
AVEVA Solutions Limited and its subsidiaries.
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All rights reserved.
Revision Log
Date Revision Description of Revision Author Reviewed Approved
Approved for Training AVEVA
14/05/2013 2.0 FK KH SH
Instrumentation 12.1 SP1 Fix 2
Approved for AVEVA Instrumentation
24/02/2014 3.0 TG/GO TG GC
Training 12.1.SP2
10/10/2014 4.0 GO TG GC
Training 12.1.SP3
Updated for AVEVA Instrumentation
10/03/2015 5.0 GO TG GC
Training 12.1.SP3.Fix4
30/03/2016 6.0 FF TG/GO GC
Training 12.1.SP4
Updates
All headings containing updated or new material will be highlighted.
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Training & Product Support at tps@aveva.com
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Disclaimer
AVEVA Instrumentation provides instrument sizing calculations for estimation purposes only, end users of
the software should not rely on the calculations produced by the software for design purposes. End users
should seek the advice of certified equipment suppliers prior to specifying or purchasing equipment.
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under which the AVEVA software was purchased, the clauses in the software licence shall take precedence.
Copyright © 2013.
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All other trademarks belong to their respective owners and cannot be used without the permission of the
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Copyright © 2013.
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Contents
1 Introduction .............................................................................................................................................. 7
1.1 Aim..................................................................................................................................................... 7
1.2 Objectives ......................................................................................................................................... 7
1.3 Prerequisites .................................................................................................................................... 7
1.4 Course Structure.............................................................................................................................. 8
1.5 Using this guide ............................................................................................................................... 8
2 AVEVA Instrumentation Training Workflow.......................................................................................... 9
2.1 AVEVA Instrumentation Administration Training Guide Workflow .......................................... 10
2.2 AVEVA Instrumentation Engineer Training Guide Workflow .................................................... 11
2.3 AVEVA Instrumentation Wiring Manager Training Guide Workflow ........................................ 11
2.4 AVEVA Instrumentation Designer Training Guide Workflow .................................................... 11
2.5 AVEVA Instrumentation Process Engineer Training Guide Workflow ..................................... 11
3 Loop Diagrams....................................................................................................................................... 13
3.1 Starting AVEVA Instrumentation Designer ................................................................................. 13
3.2 Microsoft® Office Fluent™ User Interface .................................................................................. 14
3.3 Check for New Loops (Worked Example).................................................................................... 14
3.3.1 Assign Datalinks to Template................................................................................................... 17
Exercise 1 – Assign Datalinks to Template ................................................................................................ 22
3.3.2 Generate a Loop Drawing ........................................................................................................ 23
3.3.3 Issue a Loop Drawing .............................................................................................................. 24
3.3.4 Export a Loop Drawing............................................................................................................. 24
Exercise 2 – Generate a Loop Diagram ....................................................................................................... 26
4 Termination Diagrams ........................................................................................................................... 27
4.1 Check for New Terminations (Worked Example)........................................................................ 27
4.2 Assign Seed Drawing (Worked Example).................................................................................... 28
4.3 Assign Datalinks to SEED Drawing (Worked Example) ............................................................. 30
4.4 Generate Termination Diagram (Worked Example).................................................................... 33
Exercise 3 – Generate a Termination Diagram ........................................................................................... 34
4.5 Multi-equipment Termination Diagrams ...................................................................................... 35
4.5.1 Cover Sheet (Worked Example) .............................................................................................. 35
Exercise 4 – Generate Index, Notes and Reference Drawing Sheets....................................................... 37
4.5.2 Add Equipment Termination Drawings (Worked Example) ..................................................... 38
4.5.3 Alpha Characters for Sheet Numbers ...................................................................................... 40
4.6 Issue the Termination Diagram (Worked Example).................................................................... 41
4.7 Export Termination Diagram......................................................................................................... 41
5 Enhanced Cable Block Diagrams......................................................................................................... 43
5.1 Check for New CBDs (Worked Example)..................................................................................... 43
5.2 Generate a Cable Block Diagram Drawing .................................................................................. 45
6 Hookup Drawings .................................................................................................................................. 47
6.1 Create a Hookip Drawing (Worked Example) .............................................................................. 47
6.2 Assign Datalinks to Template file................................................................................................. 50
Exercise 5 – Hookup Datalinks .................................................................................................................... 51
6.3 Generate Hookup Drawing (Worked Example) ........................................................................... 52
6.4 Issue the Hookup Drawing............................................................................................................ 54
6.5 Export a Hookup Drawing ............................................................................................................. 54
6.6 Generate BOM (Bill of Material) Report ....................................................................................... 56
Exercise 6 – Generate a Hookup Drawing & BOM ..................................................................................... 57
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CHAPTER 1
1 Introduction
This training guide has been developed for the instrumentation designer and CAD user who will be
responsible for the project AutoCAD drawings generation. The sections covered within this guide attempts
to describe all the relevant activities required in AVEVA Instrumentation Designer Module.
1.1 Aim
The AVEVA Instrumentation Designer Training Manual will show the user how to perform tasks typically
handled by Designers and CAD operators during a project life cycle using the Instrumentation Designer
module of AVEVA Instrumentation
1.2 Objectives
At the end of this training course, the user(s) will be able to:
 Generate Loop Diagrams using Templates (AutoCAD)
 Generate Termination Drawings using Seed files.
 Generate Hookup Drawings with Bill of Materials (BOM).
 Manage Drawings List
 Create bulk Bill of Material (BOM) for complete project using Reports
1.3 Prerequisites
The following are some basic prerequisites for Trainees attending the Training Course in AVEVA
Instrumentation 12.1:
 Familiar with Instrumentation and Process engineering data.
 Familiar with Instrumentation from a design or operations perspective, which includes various types
of Instruments, Cabling and basic knowledge of Process Control System (PLC/DCS).
 Well versed with using Microsoft® Excel.
 Refer the AVEVA Instrumentation Installation User Guide for the system requirements both
hardware and software.
AVEVA Instrumentation has been installed on the Trainee’s computers that they will be using for the
duration of this training course.
Microsoft Office 2007, 2010, 2013 and 365 (Excel) has been installed on the Trainee’s computers that they
will be using for the duration of this training course.
Enterprise, Standard or Express versions of Microsoft SQL Server 2008 R2 (SP3) or 2012 (SP3) or 2014
(SP1) must be installed on each Trainee’s computer, or each Trainee must have access to an instance of
Microsoft SQL Server installed elsewhere on the network the Trainees might be connected to.
The name of the instance of Microsoft SQL Server that the Trainee has access to must be known to each
Trainee.
AutoCAD 2014, 2015 or 2016 is a prerequisite for this training course.

Instrumentation Designer User (TM-6104)
 If training is to be conducted in a stand alone environment, then all four of the AVEVA Electrical
modules are to be installed on each users machine. This will include Security Manager. Each user is
to have read and write access to the instance of the SQL server used for training, and have
permissions set to be able to create databases on the instance of the SQL server used for training.
 If training is to be conducted in an administrative environment, then all four of the AVEVA Electrical
Modules are to be installed on the AVEVA Electrical project administrators machine. This will include
Security Manager. The AVEVA Electrical project administrator is to have read and write access to the
instance of the SQL server used for training, and have permissions set to be able to create databases
on the instance of the SQL server used for training.
 For any details about the hardware and software requirement and assistance with SQL Server
installation please refer to the AVEVA Instrumentation Installation guide.
If the trainees require projects to be setup by their project administrators, then each trainee is to have a
dedicated project created using the following naming convention:
TM6101_01_XX where XX are the trainee’s initials
1.4 Course Structure
Training will consist of oral and visual presentations, demonstrations and set exercises. Each workstation
will have a training project and supporting material. These will be used by the trainees to practice their
methods, and complete the set exercises.
1.5 Using this guide
Certain text styles are used to indicate special situations throughout this document, here is a summary;
Menu pull downs and button press actions are indicated by bold dark turquoise text.
Information the trainees has to key-in will be in bold, red text.
Annotation for trainees benefit:

 Additional information
 Refer to other documentation
System prompts will be bold italic and in inverted commas i.e. 'Choose function'
Example files or inputs will be in the courier new font.

CHAPTER 2
2 AVEVA Instrumentation Training Workflow
The AVEVA Instrumentation product suite consists of five modules:

 AVEVA Instrumentation Engineer
 AVEVA Instrumentation Process Engineer
 AVEVA Instrumentation Wiring Manager
 AVEVA Instrumentation Designer
 AVEVA Instrumentation Security Manager
The AVEVA Instrumentation Training Manuals give an overview to the user on how to setup and, configure a
project; create and manipulate engineering data and generate project deliverables during a project life cycle
using AVEVA Instrumentation.
AVEVA Instrumentation (12.1) training has been designed to be presented to four different groups and
follows the workflow shown below:
 AVEVA Instrumentation Administration (TM-6101): Project Administrators
 AVEVA Instrumentation Process Engineer (TM-6106): Process Engineers
 AVEVA Instrumentation Engineer (TM-6102): Instrumentation Engineers
 AVEVA Instrumentation Wiring Manager (TM-6103): Instrumentation Designers
 AVEVA Instrumentation Designer (TM-6104): Instrumentation Designers and CAD operators
 The AVEVA Instrumentation Process Engineer Training can be run after AVEVA Instrumentation
Administrator Training if it is required.
The Trainee is recommended to refer the flowchart while working through the Training Manual(s).

2.1 AVEVA Instrumentation Administration Training Guide Workflow

2.2 AVEVA Instrumentation Engineer Training Guide Workflow
2.3 AVEVA Instrumentation Wiring Manager Training Guide Workflow
2.4 AVEVA Instrumentation Designer Training Guide Workflow
2.5 AVEVA Instrumentation Process Engineer Training Guide Workflow

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CHAPTER 3
3 Loop Diagrams
The AVEVA Instrumentation Designer module uses data created by other modules i.e. AVEVA
Instrumentation Engineer and AVEVA Instrumentation Wiring Manager to generate CAD drawing files
automatically from the AVEVA Instrumentation project database.
Generally, this is the last AVEVA Instrumentation module used by an Engineer/Designer during a project life
cycle as the AVEVA Instrumentation Engineer is used to create Instrument tags and assign tags to Loops
and AVEVA Instrumentation Wiring Manager is used to create equipment, cables and wiring including
terminations.
The AVEVA Instrumentation Designer module cannot generate the deliverables (drawing files) without this
data from the other modules.
AVEVA Instrumentation Designer can be used to generate:

 Loop Diagrams
 Termination Diagrams
 Installation Detail Drawings.
 Enhanced Cable Block Diagrams
3.1 Starting AVEVA Instrumentation Designer
AVEVA Instrumentation Designer can be started from the windows desktop:
Start Menu > All Programs > AVEVA > Engineer > AVEVA Instrumentation 12.1.4 > Instrumentation
Designer 12.1.SP4
Select Project TM6101_01_XX (where XX are

the trainee’s initials).
Click Select
The AVEVA Instrumentation Designer Application Window opens.
 AVEVA Instrumentation Designer can also be started by double clicking on the Plant Engineer icon on
the windows desktop.

3.2 Microsoft® Office Fluent™ User Interface
Instrumentation Designer starts up and the AVEVA Instrumentation Designer window is displayed
showing the Home tab.
AVEVA Instrumentation uses the Microsoft® Office Fluent™ user interface. Fluent is a trademark of
Microsoft Corporation and the Fluent user interface is licensed from Microsoft Corporation. The user
interface consists of four tabs Project, Home, Manage and View. And under each tab there are options and
panes.
 For detailed information about the Microsoft® Office Fluent™ user interface, please refer to AVEVA
Instrumentation Common Functionality User Guide.
3.3 Check for New Loops (Worked Example)
Instrument Loop Diagrams (ILD) illustrates end to end (Field Instrument to System Cabinet) wiring
connections within the overall control system architecture. These Loop diagrams are essential for installing
equipment during the construction phase, and later to resolve maintenance issues within the plant. Loop
diagrams can be as simple as one input and one output, or complex with a mix of several inputs and
outputs.
To import the Loop Drawings: Select Home > Select > Drawings (under Lists).
A contextual tab Drawings is added and the Drawing list is displayed. Select the Drawings tab, and click
the Check for New Loops button under the Actions pane.
Click the OK button for the information form.

A Drawing Check Options form is displayed.
Check the Check for New Loop Drawings check box and
uncheck the other two check boxes.
Click the Check button.
Drawings Grid has been updated:
 This populates the Drawing List with the records for each of the Process Loops.
 The Drawings List will only import the Loops

which had the Drawing Required check box
checked on the Loop Edit form in the
Instrumentation Engineer module.

Select the Loop F-222 with Drawing No F-222, and click the Edit button under the Records pane.
The Drawing Information form is displayed. Select FL001 from the Template combo box.
Enter the details on the Author(s) tab:
Drawn By text box: GO Date Drawn combo box: 01/02/2016

Designed By text box: GO Date Designed combo box: 08/02/2016
Checked By text box: TG Date Checked combo box: 15/02/2016
Approved By text box: GC Date Approved combo box: 05/02/2016
Design Status combo box: In Progress
 The value of the dates are suggested as an example, the trainee can enter current date or any other
value.
Select the Revisions tab, click the Add button and enter the details on the Revision Entry form as below:
Description text box: ISSUED FOR TRAINING
Drw By text box: GO

Chk By text box: TG
App By text box: GC
Press the Save button to update the revision entry on the Drawing Information form.

Select Notes tab, and enter in Note 1 text box: REPLACED EXISTING PCS SYSTEM WITH NEW PCS
SYSTEM UNDER CONTRACT-ABC010
Select Reference Dwgs tab and enter the details as below:
Drawing No: Description:
1. A1-51-2003 DEMONSTRATION STABILIZER P&ID
The updated Drawing Information form will appear as below:
Click the OK button to save and exit the Drawing Information form.
3.3.1 Assign Datalinks to Template
On the Drawings tab, select the record with Drawing No F-222 and click the Show Datalinks button under
the Tools pane.
 The Loop Template supplied with the Training material already has most of the Datalinks mapped. A
few have been left unmapped so that the user(s) can experience how to map Datalinks to AutoCAD
objects.

The Datalinks form is displayed with sections collapsed. Click the Always on Top option on the menu bar
and leave it opened.
 If the user(s) are working on two screens, it is recommended that the user drag the Datalinks window to
the other screen.
The Datalinks form contains lists of Datalinks for all the Instrument Tags assigned to a Loop, the wiring data
for each Tag and also their I/O Assignment Data.
The next step is to assign these Datalinks to attributed blocks on the Template drawing (AutoCAD).
To access the Template drawings: Select Home > Select > Templates (under Lists).
Select the contextual tab Templates and click the Open button under the Actions pane.

The Template drawing FL001 is displayed:
The Template drawing consists of some attributed blocks and few have been mapped to assist with the
Training course.
From the menu bar in AutoCAD, Select the Edit Datalinks option from
context sensitive menu under AVEVA Instrumentation.
Using the crosshair cursor, select the Flow Element (Orifice) attributed block and press the Enter key. This
opens the Edit Datalinks form with blank attribute text boxes.

Drag the Datalinks form across and arrange it next to the Edit Datalinks form.
On the Datalinks from, Select the record TAG1LNo and using the mouse cursor drag and drop it across to
the TAG_NUMC text box in the Edit Datalinks form.
Click the Close button on the Datalinks form.
The Edit Datalinks form with the mapped Datalinks for the attributes in the selected AutoCAD block should
appear as below:
Click the Save Button and Exit the Template drawing.
 There are two types of Datalinks: “Keywords” (which are default attributes) and “SQL Statements”
(which are written in the form of Standard SQL query). Please refer Section 6.8 of AVEVA
Instrumentation Designer User Guide.

 By pressing Ctrl + A (selects everything) in the drawing and clicking on “Edit Datalinks”, the dialog will
appear and show all the datalinks in the drawing and the user will be able to perform the desired
updates.
 The “Find” button provides the option to change the datalinks by using Find and Replace functionalities
on Edit Datalinks dialog.
 Any text string within a grid can be found, highlighted and optionally replaced.

Exercise 1 – Assign Datalinks to Template
Select the Building/Equipment Room attributed block and assign the Datalinks from the section Tag Wiring
Data: FIT-222.
The completed Edit Datalinks form will appear as below:
Click the OK Button on the form and save the AutoCAD drawing before exiting the Template drawing.
Click the Close button on the Datalinks window.

3.3.2 Generate a Loop Drawing
Once the Datalinks have been mapped on the Template drawing, the user must now update the drawing
(Loop Diagram) to reflect the details of the project database.
While on the Drawings grid, select the Drawings contextual tab and select record with Drawing No F-222.
Click the Update button under the Actions pane.
The Update Options form is displayed.
Check the Cloud Changes in Drawings check box.
Click the Update button on the form.
 The cloud will appear in the drawing for the changes

after a revision. Therefore only issued documents
with changes in the current revision will be clouded.
 The Update option will update the Loop Drawing with the mapped Datalinks and reflect the information
from the AVEVA Instrumentation project database.
The updated Loop Diagram F-222 is displayed.

3.3.3 Issue a Loop Drawing
Once a Loop Diagram is generated the user must now issue the Loop Drawing, which is time stamped and
linked to a Revision. If the Loop Diagram has previously been issued, then the user will have to create a new
revision before issuing again.
To issue the Loop Diagram: Select Home > Select > Drawings (under Lists). Give focus to the Drawings
tab, and select the Loop Drawing F-222.
Click the Issue button under the Actions pane and Instrumentation Designer performs the initialization
process of Issuing the Loop Diagram with a time stamp (date) on Revision ‘A’.
 AVEVA Instrumentation saves all issues of drawings, thus enabling the user to access any previously
issued drawing for future references.
3.3.4 Export a Loop Drawing
To export a Drawing from the Drawings grid, select the record (drawing) and click the Selected Drawings
button menu under the Export pane. Select the Copy\Archive to a Folder option from the menu.

An Export folder form is displayed.
Select the C:\ Drive (or an accessible folder) and type

AIDrawings in the New folder name (if required): text box.
Click the OK button.
An AVEVA Instrumentation alert form appears to confirm the

successful export of the Drawing to the specified folder.
To confirm the export: Browse through the C:\ drive and open the folder AIDrawings.
The issued Loop Drawing F-222-1.dwg was successfully exported and listed in the specified folder as
defined by the user.

Exercise 2 – Generate a Loop Diagram
Generate a Loop Drawing for the Process Loop L-114, using the Loop template LV001.dwg provided by the
Trainer.
The Loop Drawing L-114 should appear as below:

CHAPTER 4
4 Termination Diagrams
A Termination Diagram (Drawing) is used to show all field Instruments and their wiring details specific to an
equipment (Junction Box, Cabinet/Panel, etc.) within the project.
4.1 Check for New Terminations (Worked Example)
To Import Drawings: Select Home > Select > Drawings (under Lists).
A contextual tab Drawings is added and the Drawings grid is displayed. Select the Drawings tab, and click
the Check for New Terminations button under the Actions pane.
Click the OK button on the information form. A Drawing Check Options form is displayed.
Check the Check for New Terminations Drawings check

box and uncheck the other two check boxes.
Click the Check button on the form.
This populates the Drawing List with the Termination drawings for Equipment (Junction Box,
Cabinet/Panels, etc.).
AVEVA Instrumentation will import the Termination drawings for only those equipment, which had their
Termination DWG Required check box checked on the Equipment Layout form.

4.2 Assign Seed Drawing (Worked Example)
Select the Termination Diagram for Equipment No AJB-101 with Drawing No AJB-101, and click the Edit
button under the Records pane.
The Drawing Information form is displayed. Select Termination_1TB from the Seed: combo box.
 The “Show Ferrule

Numbers on Termination
Diagrams” check-box
allows to display the signal
number or ferrule number
of cables and wires in
Terminations Drawings. .If
ferrule data does not exist,
the signal number will be
displayed irrespective of
the check-box state.
 The “Show Intermediate
Junction Box Connections”
check-box allows two
levels of marshalling on
the left hand side of the
primary junction box
terminal strips to be
displayed on Termination
diagrams.
 The “Show Cable Core Group No’s” allows the display of cable core group numbering on termination
diagrams.
Enter the following details under each tab (this option is uded to record the identities of the drawing author,
designer, checker and approver, and when these activities were completed).
On the Author(s) tab:


Drw By: text box: GO

Chk By: text box: TG
App By: text box: GC
Click the Save button to update the Revision entry on the Drawing Information form.
Select Notes tab, and enter in Note 1 text box: INSTALLED AS PER CONTRACT ABCD-1234
Select Reference Dwgs tab and enter the details as below:
Drawing No: Description:

1. A1-51-2003 DEMONSTRATION STABILIZER P&ID
Select the Author(s) tab, and the updated Drawing Information form will appear as below:
Click the OK button.to save & exit the Drawing Information form.

4.3 Assign Datalinks to SEED Drawing (Worked Example)
On the Drawings grid, select the record with Termination Drawing No AJB-101 and select the Drawings
tab. Click the Show Datalinks button under the Tools pane.
 The SEED File supplied with the Training material already has most of the Datalinks mapped. A few
have been left unmapped so that the user(s) can experience how to map Datalinks to AutoCAD objects.
The Datalinks form is displayed with sections collapsed. Click the Always on Top option on the menu bar
and keep the Datalinks window opened.
 If the user(s) are working on two screens, it is recommended that the user drag the Datalinks window to
the other screen.
The Datalinks form contains lists of Datalinks for the Project Data, Drawing List, Drawing Revisions and
Equipment Wiring.
The next step is to assign these Datalinks to the attributed blocks in the SEED drawing (AutoCAD).

To access the SEED drawings: Select Home > Select > Seeds (under Lists).
A contextual tab Seeds is added to the menu and the Seeds grid is displayed. Select the Seeds tab and
click the Open button under the Actions pane.
The SEED drawing Termination_1TB.dwg is displayed.
From the menu bar in AutoCAD, Select the Edit Datalinks option from the context sensitive menu under
AVEVA Instrumentation.
Using the crosshair cursor, select the Revision attributed block and press the Enter key. This opens the
Edit Datalinks form with blank attribute text boxes.
Drag the Datalinks form across and arrange it next to the Edit Datalinks form.

On the Datalinks from, Select the record By1 and using the mouse cursor drag it across to the Revised By
text box in the Edit Datalinks form. Similarly, drag and drop the remaining datalinks onto the form.
The Edit Datalinks form with the mapped Datalinks for the attributes in the selected AutoCAD block should
appear as below:
Click the OK Button on the Edit Datalinks form.
Click the Close button on the Datalinks window.
Save and Exit the Termination_1TB.dwg SEED drawing.

4.4 Generate Termination Diagram (Worked Example)
Once the Datalinks have been mapped on the SEED drawing, the user must now update the drawing
(Termination Diagram) to transpose (reflect) the details of the project database.
On the Drawings grid, select the Drawings contextual tab and select record with Drawing No AJB-101 and
click the Update button under the Actions pane.
Check the Cloud Changes in Drawings check box.
 The cloud will appear in the drawing for the changes after a revision. Therefore only issued documents
 Using the Project Options, manipulate the length of the cores, shielding and wires to accommodate the
complete ferrule number markings on the Termination Diagram.
The Termination Drawing for Junction Box AJB-101 is displayed.

Exercise 3 – Generate a Termination Diagram
Using the SEED file Termination_3TB.dwg, generate a Termination Diagram for the Field Marshalling
Cabinet FMC-110 and using the SEED file Termination_1TB.dwg generate a Termination Diagram for the
junction box AJB-102 following the example above.

4.5 Multi-equipment Termination Diagrams
Multiple items of equipment can be assigned to the same termination drawing. Cover, Index, Notes and
Reference Drawing Sheets can be associated for a particular termination document number.
Sheet numbers update automatically as child sheets are added or removed. Sheet number update occurs
when:
 Contents of an item of equipment increase or decrease i.e. terminal strips or I/O modules added or
removed.
 Seed file changed to one that can accommodate more or fewer items such as terminal strips or
devices.
 Manually deleting sheets for an item of equipment.
4.5.1 Cover Sheet (Worked Example)
To add a Cover or Index Sheet: Select New on the Drawings tab.
This opens the Drawing Information form. Enter the following details on the forms:
Plant Area: A01

Drawing Type: Cover Sheet
Drawing No.: JB-DWG-A01
Sheet No.: 1
Index Sheet Order: 1
Template: CoverSheet
Enter the following details under each tab.


On the Revisions tab, click the Add button and enter the details on the Revision Entry form as below:

Drw By: text box: GO
Chk By: text box: TG

Exercise 4 – Generate Index, Notes and Reference Drawing Sheets
Create the Index, Notes and Reference Drawing Sheets following the same steps in the example above and
using the images below. Create revision A as well for each drawing.

4.5.2 Add Equipment Termination Drawings (Worked Example)
Open the Drawing Information window of AJB-101 and edit it as shown below:
Repeat the same process for AJB-102, as shown below:

On the Drawings grid, on the DWGNO column, type JB-DWG-A01. It will display all the sheets contained in
the drawing:
Select all the items in the DWGNO column and click on Update under Actions panel.
A message box will pop-up, asking for permission to proceed with the update.
Click on the Yes button!
The user is encouraged to explore all Autocad drawing sheets.

4.5.3 Alpha Characters for Sheet Numbers
Alpha characters can be used as sheet numbers for Cover, Index, Notes and Ref. Drawing sheets.
 Sheet No.’s and Index Order values do not need to match
For Cover, Index, Notes, Reference Drawing Sheet templates to pull the alpha sheet numbers, the sheet
number attribute must be mapped to the {Sheet} datalink and not {SHT} as used in most of our templates.
Select the desired Sheet, in the Templates tab click Open in the Actions section.
Press “Ctrl + A” and from the menu bar in AutoCad select the edit Datalinks option from context sensitive
menu under AVEVA Instrumentation.

4.6 Issue the Termination Diagram (Worked Example)
The Termination Diagram must now be issued, which is time stamped and linked to the Revision. If the
Termination Diagram has previously been issued, then the user will have to create a new revision before
issuing it again.
To issue the Termination Diagram: Select Home > Select > Drawings (under Lists). Give focus to the
Drawings tab, and select the Termination Drawing JB-DWG-A01.
Click the Issue button under the Actions pane and AVEVA Instrumentation Designer performs the
initialization process of Issuing the Termination Diagram with a time stamp (date) on the Revision ‘A’.
 The “Highlight Documents for Reissue” button shows a “ * ” to the Rev column, where content data has
been changed. Indicating that a datasheet needs to be updated and reissued.
4.7 Export Termination Diagram
To export a Termination Drawing from the Drawings grid, select the drawing(s) and click the Selected
Drawings button menu under the Export pane.
Select the Copy\Archive to a Folder option from the menu.

Double-click to select the folder AIDrawings and click the OK

button.
An AVEVA Instrumentation alert form appears to confirm the successful export of the Drawing to the
specified folder.
The issued Termination Drawing JB-DWG-A01.dwg has successfully been exported and available in the
specified folder (AIDrawings) for the user.

CHAPTER 5
5 Enhanced Cable Block Diagrams
The Enhanced Cable block Diagram is used to show a high level block representation drawing of principal
equipment’s connected by lines or cables which are defined in the AVEVA Instrumentation Wiring Manager
within the Project.
AVEVA Instrumentation will import the Enhanced Block Diagram created in the Wiring Manager Module.
5.1 Check for New CBDs (Worked Example)
To Import Drawings: Select Home > Select > Drawings (under Lists).
A contextual tab Drawings is added and the Drawings grid is displayed. Select the Drawings tab, and click
the Check for New CBDs button under the Actions pane.
Click the OK button on the information form.
A Drawing Check Options form is displayed.
Check the Check for New CBD Drawings check box and
uncheck the other two check boxes.
Click the Check button on the form.
Select the Enhanced Cable Block Diagram with Drawing No CBD002, and click the Edit button under the
Record pane.

The Drawing Information form is displayed.
Select ECBDA3 from the Seed: combo box.
Enter the following details under each tab.
Drawn By text box: TG Date Drawn combo box: 04/02/2015

Designed By text box: KH Date Designed combo box: 11/02/2015
Checked By text box: GO Date Checked combo box: 18/02/2015
Drw By: text box: TG

Chk By: text box: GO
Select Notes tab, and enter in Note 1 text box: DESIGNED AS PER CONTRACT ABCD-1234

Select the Author(s) tab, and the updated Drawing Information form will appear as below:
Click the OK button.to save & exit the Drawing Information form.
5.2 Generate a Cable Block Diagram Drawing
The user must now update the drawing (Enhanced Cable Block Diagram) to reflect the details of the project
database.
While on the Drawings grid, select the Drawings contextual tab and select record with Drawing No
CBD002. Click the Update button under the Actions pane.
Check the Cloud Changes in Drawings

check box.
 The Update option will update the

Drawing and reflect the information
from the AVEVA Instrumentation
project database.
 The cloud will appear in the drawing for the changes after a revision. Therefore only issued documents

The updated CBD002 Enhanced Cable Diagram Drawing is displayed.

CHAPTER 6
6 Hookup Drawings
Hookup Details define the requirements to correctly install an instrumentation and control component i.e. an
Instrument or Control valve. These details establish requirements for supporting an instrument and
mechanically connecting it with the process. The Hookup details refer to the actual physical requirements of
an installation; it may detail the very nuts and bolts needed and even show where the connection will be
made on the piping, tank or vessel, and the relative position of the instrument to the process connection.
In AVEVA Instrumentation, Hookup drawings are created by assigning a pre-defined Hookup Template to
each project Hookup drawing. The Hookup Template is made up of two parts: An AutoCAD drawing that
contains the graphics representation of the installation detail and a Bill of Materials or Parts List that is
assigned from Instrumentation Designer Hookup parts catalogue.
When the project Hookup Drawing is created AVEVA Instrumentation updates the Hookup Template
drawing with all parts and all tags assigned to the drawing. The Hookup Drawing List is the main Designer
Hookup module window for adding/editing and accessing Hookup drawings.
6.1 Create a Hookip Drawing (Worked Example)
To access the Hookup Drawings: Home > Select > Hookup Drawings (under Lists).
To add a Drawing to the Hookup Drawings list, click the New button on the Records pane.
The Hookup Drawing Information form is

displayed. Select A01 from the Plant Area
combo box and enter PSHK-DWG001 in the
Drawing No: text box.
Select General Hookup from the pull down

list under Drawing Type.
 The user can associate multiple Hookup

Drawings to a single Instrument Tag.

Enter the following details under each tab on the Hookup Drawing Information form.

 The value of the dates are suggested as an example, the trainee can enter current date or any other
value.
 The user can associate multiple Hookup Drawings to a single Instrument Tag.
Select the Title tab:
Title 1 text box: INSTRUMENT HOOKUP DETAILS

Title 2 text box: ORFICE & D/P TRANSMITTER
Title 3 text box: STABILIZER: A01
Drw By text box: GO

Chk By text box: TG
App By text box: GC
Click the Save button to update the revision entry on the Hookup Drawing Information form.
Select the Template tab, and click the Assign Type button.
Double click to select the Orifice &

D/P Transmitter – Long Mounting
– Gas Service Template on the
Assign Hookup Template to
Drawing window.

This updates the Template tab with the details of the Hookup Template and should appear as below:
On the Tags tab, select the first row and click the Assign button.
The Assign Tag Numbers window is displayed. Select Flow Indicating Transmitter from the filter (pull
down list) under the column field name Description.
Check the Select check box for each Instrument Tag and click the Assign button.

This updates the Tags tab with the assigned Instrument Tags.
Click the OK button on the Hookup Drawing Information form.
6.2 Assign Datalinks to Template file
The user should apply the appropriate Datalinks to the template drawing attributes to map the following
fields:
 Title Block information

 Drawing Revision history
 Tags Assigned
 Bill of Materials
To access the Hookup Drawing: Home > Select > Hookup Drawings (under Lists) and select the
contextual tab Hookup Drawings.
Click the Show Datalinks button under the Tools pane.
The Datalinks form is displayed with sections collapsed.
The Datalinks form contains lists of Datalinks for the

Project Data, Drawing List, Drawing Revisions, Hookup
Tags Assigned, Bill of Materials, Tag Wiring Data,
Instrument List Data and Properties (Instrument and
Process).
To assign datalinks to the hookup template is similar to

the steps covered in the Loop templates and
Termination Seeds.

Exercise 5 – Hookup Datalinks
On the Hookup Catalogue grid, open the Template file PS001 by clicking the Open Drawing and assign
the datalinks for the TAG column.

6.3 Generate Hookup Drawing (Worked Example)
Once the Datalinks have been mapped on the Hookup Template drawing, the user must now update the
drawing (Hookup Drawing) to transpose (reflect) the details of the project database.
On the Hookup Drawings grid, select the Hookup Drawings contextual tab and select record with Drawing
No PSHK-DWG001 and click the Update button under the Actions pane.

The Hookup Drawing for the Control Valves
is displayed.


6.4 Issue the Hookup Drawing
To issue the Hookup Drawing: Select Home > Select > Hookup Drawings (under Lists). Give focus to the
Hookup Drawings tab, and select the Hookup Drawing PSHK-DWG001.
Click the Issue button under the Actions pane and AVEVA Instrumentation Designer performs the
initialization process of Issuing the Hookup Drawing with a time stamp (date) on the Revision ‘A’.
6.5 Export a Hookup Drawing
To export a drawing from the Hookup Drawings grid, select the drawing and click the Selected Drawings
button menu under the Export pane.
Select the Selected Drawings -> Copy\Archive to a Folder option from the menu.
Double click to select the folder AIDrawings and click the OK

button.

An AVEVA Instrumentation alert form appears to confirm the successful export of the Hookup Drawing to
the specified folder.
The issued Hookup Drawing PSHK-DWG001-1.dwg was successfully exported to the specified folder
(AIDrawings).

6.6 Generate BOM (Bill of Material) Report
The Bill of Materials (BOM) Report lists the Hookup items that comprise the complete project Bill of
Materials.
To access the Bill of Material Report: Home > Select > Reports, the reports grid will open.
Select the BOM/Materials Take-off Report Document and click the Open button in the Reports Tab.
The Hookup Bill of Materials window is displayed.
Click the Print or Export button to either print the report or export to an Excel spread sheet.

Exercise 6 – Generate a Hookup Drawing & BOM
Using the Hookup template CV001.dwg provided, generate a Hookup Drawing with Number CVHK-
DWG001 for Instrument Tag FV-113, LV-114, FV-115, FV-117, PV-119 and FV-222
The Hookup Drawing for Pressure Switch should appear as below:


TM-6104 AVEVA Instrumentation (12 1) Designer Rev 6.0

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AutoCAD 2014, 2015 or 2016 is a prerequisite for this training course.

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TM6101_01_XX where XX are the trainee’s initials

1.4 Course Structure

1.5 Using this guide

Information the trainees has to key-in will be in bold, red text.

Annotation for trainees benefit:

 Refer to other documentation

Example files or inputs will be in the courier new font.

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2 AVEVA Instrumentation Training Workflow

The AVEVA Instrumentation product suite consists of five modules:

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2.1 AVEVA Instrumentation Administration Training Guide Workflow

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2.2 AVEVA Instrumentation Engineer Training Guide Workflow

2.3 AVEVA Instrumentation Wiring Manager Training Guide Workflow

2.4 AVEVA Instrumentation Designer Training Guide Workflow

2.5 AVEVA Instrumentation Process Engineer Training Guide Workflow

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AVEVA Instrumentation Designer can be used to generate:

3.1 Starting AVEVA Instrumentation Designer

AVEVA Instrumentation Designer can be started from the windows desktop:

Select Project TM6101_01_XX (where XX are

The AVEVA Instrumentation Designer Application Window opens.

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3.2 Microsoft® Office Fluent™ User Interface

3.3 Check for New Loops (Worked Example)

Click the OK button for the information form.

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A Drawing Check Options form is displayed.

Click the Check button.

Drawings Grid has been updated:

 The Drawings List will only import the Loops

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Enter the details on the Author(s) tab:

Drawn By text box: GO Date Drawn combo box: 01/02/2016

Description text box: ISSUED FOR TRAINING

Drw By text box: GO

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Select Reference Dwgs tab and enter the details as below:

Drawing No: Description:

1. A1-51-2003 DEMONSTRATION STABILIZER P&ID

The updated Drawing Information form will appear as below:

3.3.1 Assign Datalinks to Template

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The Template drawing FL001 is displayed:

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Click the Close button on the Datalinks form.

Click the Save Button and Exit the Template drawing.

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Exercise 1 – Assign Datalinks to Template

The completed Edit Datalinks form will appear as below:

Click the Close button on the Datalinks window.